Tag Archives: communication

Nonprofit Radio for June 21, 2013: Get Out and Positively Communicate & SECrets

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

Interviewing Sharyn Abbott at NextGen:Charity 2011
Sharyn Abbott: Get Out and Positively Communicate

Sharyn Abbott is the author of Mixing It Up! The Entrepreneur’s New Testament and her strategies apply to small- and mid-size nonprofits, too. At the NextGen:Charity conference in 2011 we talked about networking your nonprofit; recruiting and hiring motivated people; and positive communications. Sharyn reads my face to tell me what kind of communicator I am.

 

 

Maria Semple
Maria Semple: SECrets

Maria Semple is the author of Panning for Gold: Find Your Best Donor Prospects Now! and our prospect research contributor. This month she pans for research gold in SEC corporate filings.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, it feels good to be back in the studio. It’s been a couple of weeks. It is good to be back. Um oh, i should day o is what i mean to say i hope you were with me last week. I’d suffer a sebaceous cyst if i heard that you had missed successful software selection strategy don fornes, ceo of software advice, let us through the software selection process for non-profits also storify and cora, i announced that our social media contributor, amy sample ward, got a promotion to ceo at non-profit technology network, and then we talked about the value of storify and cora to lesser known social networks for your non-profit this week, this week was supposed to be adam grant, author of give and take, but adam had to cancel, which is a postponement? Well, it was all certainly reschedule with him, but there isn’t adam grant this week. This is what happens when you chase the celebrities, and sometimes they’re they’re busy this week. I have some pre recorded segments get out. And positively communicate. Sharon abbott is the author of mixing it up, the entrepreneurs, new testament and her strategies applied a small and midsize non-profits, too. I interviewed her at the next-gen charity conference in two thousand eleven talking about networking your non-profit and recruiting and hiring motivated people and positive communications, you’ll see sharon read my face to tell what kind of communicator i am and secrets maria simple, our regular prospect research contributor and the author of panning for gold, find your best donorsearch prospects now she shares gold panning for ah, she shares panning for research gold, using s e c corporate filings and those air to interviews from september of two thousand twelve trying to accommodate the last minute sort of cancellation that we had right now. We take a break, and when we come back, it’ll be get out and positively communicate. Stay with me. Welcome to tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven we are at the tribeca performing arts center in downtown manhattan. With me now is sharon abbott. Sharon is the author of mixing it up the entrepreneurs new testament talk about some of her entrepreneurial success, ideas and how those probably very well translate to your work in non-profits oh, and maybe some of her positive communication techniques also sharon abbott, welcome to the show. Thank you, tony it’s a pleasure. Pleasure to have you let’s talk a little about some of your entrepreneurial success ideas with the with our audience of small and midsize charity leaders in mind. What what’s the first thing you’d like to share. Well, what i truly believe is the better connected and non-profit is better that they will do. I taught entrepreneur skills for over twenty years to small businesses, and i would bring in and non-profit to every group that i had, and at one time i had twenty two treyz with twenty two twenty report people in every group to teach people how to be philanthropic, to teach him to get back to their community. And what i found is the skills of the needed were the same as the knob durney so i talked on how to get out in the community, how to get volunteers to work with them, how to engage other people so that they didn’t have to do all the work and how they brought in a board of directors was more proact zaptitude rather dahna board of directors by name, so that made a huge difference to the non-profits as well as one of the thing that’s really hard, especially when everyone perceives economic times being as bad as they are is that people are tired of all these organisations putting out their home just expecting a check, and so they need to get something back. And so i created all these different programs there fund-raising activities that are fun that people want to participate in that make it much easier for a non-profit to get their budget back-up where it needs to be to be self sustaining, and they don’t have to work this hard, so they couldn’t have ah lot of them do got tournaments, or they might do silent auctions. They might do a single stands. I did a big band dance for easter seals one year i did it was a costume party. We kind of did it like old victorian kind of party, where everybody came in as a character in the victorian era, very themed events, right? And that way, people, they really feel like they’re participating more in the non-profit rather than just here’s a check, you know, i’m done well, let’s, go into some detail about let’s. Start with you mentioned getting into the community. What ideas do you have specifically that non-profits khun khun execute? Well, i know in california that almost every non-profit thinks that they just need to join a chamber and then once they join the chamber there dahna there activity that they have in the chamber is actually the important part, not just joining the chamber. What would you like to see them doing? They need to be on various committees like if they were to volunteer for ambassadors. The ambassadors have to go out to every business, right? Shake hands, what you’re doing and people used to ask me, oh, you work for the chamber is you know, i’m just out here helping the chambers get better known what they need to have happen in the community, and then that brought me more business. So i thought, well, if it works for me, it’ll work for anybody and it does so if non-profit goes out and they just find out from all of from businesses what business? Needs and then takes them back to the chamber. It’s their face, they’re non-profit so that great way of becoming very active in their trainers have fund-raising valens, claire non-profits could actually be featured so they could be part of the but how about beyond joining the chamber and being active in that way as an ambassador? What other advice about getting out into the community? You know, all of the leads groups that are out there. I used to run my let’s say it’s, a business development kind of organization where people get together on a weekly basis, which most of them do, and they have coffee and everybody talks about their business years, and they said, this is what i’m looking for. This is what i have to offer, so there are business leads group, and you can find them listed in the business section of every paper there’s, a website called am city dot com that list all of the business events that that are all around the country. Ok, everything we’re going where you just search for new york and you’ll find sample is going to san francisco on business, i think it’s probably the times. Here, but in santa’s a journal. So you know, it’s one of those so am city dot com and you can see every event that’s going on every week. So if you go out to events and let’s say you meet twenty people this week, one out of twenty will either be somebody that will be on the board active in the community, help promote non-profit organized fundraiser somebody in that twenty people is going to be involved with that non-profit interesting, you really want to see non-profits getting out into the business community first. First things we’ve talked about so far been making those business connections not staying within your within the non-profit committee exactly because we have the money. Why stay in a community where everybody knows you when you go out into a community where no one knows who you are and they’re the ones who have great let’s share one more idea getting that non-profit out most non-profits don’t realize that they could do a speaking circuit rotary lions quanah is all of those kinds of social organisations, and those organizations do kind of quirky things like if you talk out of turn your find a dollar you promote your business and return to find five dollars? Well, that money is allocated to helping non-profit so if every non-profit were to go out to one of those once a week and literally their morning, noon and night, you goto seventy eight weeks and not run out of him in a year. And so you go out to these organizations. You said this is my cause this is what i’m doing. I need you. This is why here’s, the result of what happens when we get out, they literally right champ on the spot. And i know there are a lot of these groups just in the new york area you mentioned a bunch of different sessional association, but rotary isn’t there a rotary in every county? So i’m probably in one block their city there. Well, i know that at least one in every county. So this’s a big area, right? There are a lot of opportunity. Plus you mentioned all the other membership organisations lion lion’s, alanis, optimus professional business women e women network really? When you look in the paper you think when i had a travel agency in nineteen ninety one justus the gulf war was starting. I went out morning, noon and night six days a week, and i built a travel agency from thirty thousand a month, two, three hundred and seventy five thousand a month in three and a half years by doing just so it was all handshaking and getting to know people and making sure that people knew who i was, even though no one was traveling with tom, so i hid it at the worst time but managed to build my business in a way that nobody else had ever thought they didn’t spend a dime on advertising. You just had transit costs to all the meetings, and i’m joking, you know, being sarcastic, but the point is very low cost, exact neo-sage it should be fun for for executive director seo’s mean, they should be enjoying being out in the community in the business community, talking about their work. That’s the biggest issue is people have fun when they’re doing something that they’re connecting with people, and when these organizations see how much fun that you’re having, they want to be more part of it. So when when people are making oh, would you write me? A check or we, you know, we’re short on the budget. Could you help us out? It’s really kind of gloomy, and people don’t like being part of that. So you make it fun in it. Obtaining talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our culture and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation. Checkout on the website of ww dot covenant seven dot com 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. 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Dahna yeah, i’m gonna guess you have advice about hiring, so bringing people to your organization and this stops the top, but he actually even applies to the board hiring, hiring the top. But what advice do you have about bringing people in and making sure you get people who are going to be passionate goingto love the mission and the innovative thinkers? How do we know we hyre these kinds of people? You know, i think one of the hardest things for non-profit is inviting people into their board of directors who actually have the connections, and that will make a difference for the organization. So there’s, a lot of people who are semi retired retired and they volunteer for non-profits but technically they don’t have the contacts, and they don’t have the ability to go out in the community and start helping promote other people. So if a non-profit were to look at what your database like, do you have social media contacts on what experience have you had with non-profits before? What were the results treated? Just like a job interview, so don’t take anyone on your board unless they really are bringing something to the table that’s a huge issue, there’s a lot of non-profits who just think, oh, so grateful you’ve even pasta or sometimes it’s way desperately need a lawyer or an accountant, so we’ll just take the first one that way get introduced to and we end up with just somebody who’s just brings that skill, but nothing mohr related to your to your important charitable work. And they might think that they save, you know, ten thousand a year on legal cost, but they lose one hundred thousand year by not having the right person connected with the non-profits so that’s really important that they look at, you know, what is the cost effectiveness of what a person is bringing to their nonprofit organization, right? So that’s excellent for board recruitment. How about about hiring employees within the organization? Would you like to see ceos and executive director? I have been speaking where people are unemployed for over twenty years, and i am surprised because i have a little blank card and i have them right on their what would i like to do most of anything now that i don’t have a job? And i would say twenty percent say that they want to work with the non-profit any fashion? Some even say that worked for freeze just so that they can beat heart of that community and giving back when a non-profit is looking for an executive director, that person better be a network. They better be the horn shaker they need to be up to date on technology, open minded. I’m trying different fund-raising concept instead of the same old, same old thing, because what work five years ago does not even come close to working today? And so they have to always be on top of what the technology is. We heard this morning how text messaging is so important because the thirty year olds are now not opening email and even, you know, ten percent or everybody in the world only opens was that was that aria finger was talking about texting to e j just had her as a guest before you came on, and i was talking about actually fifteen and sixteen year olds motivating them, and she said, you know, get them where they are text, right? Saving forty, two hundred messages a month for sixteen year old girls or something, right? Exactly. So you know that’s what keeping up with technology will do for someone is always looking at what else can they do? Most non-profits don’t have a log that’s a big mistake, because that, who in the non-profit you like to see doing that block duitz in the name of the executive director should be in the name of the executive director because that builds the relationship with the person who has the most visibility in the community and the most visibility and on able to make decisions for the non-profit because a lot of times you could have someone else write it in the office, but it should be in the name of the director let’s talk a little more about hiring now we’ve talked about the board, what on what the board should be looking for in the executive director. What should the executive director be doing to make sure that he or she is hiring the right people that are going to be supporting? Well, i think the skill set is going to depend on how much the non-profit is doing in the community. So if if it’s just administrative work that’s one thing that’s easy too, but the biggest give back in a non-profit is the person who has that innovative ability to figure out how they can use technology, how they khun reach out into the community, draw more people in durney there’s there’s so many different things, like most people don’t realize that you can actually go to a restaurant and say, i haven’t event coming up in thirty days, and almost every restaurant will say because you’re non-profit i’ll donate a lot right in the way i would do is i would package twelve lunches and have it lunch for a year and auction it off, you know, and just simple little things like that if you have people who are willing to go out, do things like that. Hey back-up that employee ends up paying for their own sour, and when we’re in the hiring process, how do we make sure we’re getting somebody like that in our the questions i think would be, how do you feel about being out in the business community? Are you comfortable picking up the phone and talking to people you don’t know? You know, what would you do in a situation where we need to create a new event? What would you what would you suggest? How would we go about creating an event and see how people are creative there’s also facial recognition and i teach a course it’s called about face, and it actually helps means clever figure out what your face tells me about how to communicate with you, but also how well you communicate with other people. So someone who has a larger bottom live is a good listener, right? It’s great, if you need to listen, but if they’re the person who has to be out in the community speaking, you want them to have a larger offgrid all right, we’re going to talk more about this very, very short that just want to remind listeners that i’m with sharon abbott at the next-gen charity conference two thousand eleven in new york city. Her latest book is mixed. Is this the latest mixing it up? This’s just been revised by have eight books. Okay, we’re giving credit to this one because it’s related to our topic it’s mixing it up, the entrepreneurs new testament, and you’ll find sharon abbott at sharon abbott dot com but you need to know that she spells her name, s h a r y and and two b’s and two teas in sabat and then dot com. So i should just sell the whole thing out instead of pieces. Sharon and then a and then at the end, there’s two teas and then after the others to be hyre how do we know you have a bunch of sharon abbott, dot com someone who’s. A good listener has a larger lower lip. How does that why is that true? Well, back in aristotle’s time in the fourteenth century, he began this whole study. It’s called physiognomy and judge jones in nineteen thirty five. Jones in chicago started looking at people who were presented to him in his courtroom. And he kept the law and he would have guilty. Not guilty, not guilty. And according to the jury’s findings, he was ninety percent accurate based on looking at someone’s face. So i took that information either. Wait a minute. What if we could use this for communication styling? So if i look at you, i know that you like it. When people get to the point. You want people that you’re looking at me now? They should just e i like it when people get to the point based on what makes you draw that concern your nose. But how does a physical feature convey personality? There’s a science to it? This is actually the society of reading your face, so i know that i’m going to get to the point. I’m not going to talk to take long way around, so i’m going, i’m going to actually say that she’s, right? But i think i’m a patient listener also. Well, your lip is larger on the bottom, then the top. So you’re a really good listener almost twice is good at listening as you are speaking and you know you’re good at speed, so the difference is all ego now blushing to what it was blushing cheeks metoo means you could still feel there must be some downsides. Where show me something, tell me about something that i’m shortcoming well, let’s say i needed to explain a project to you. The squareness of the bottom of your chin tells me i have to get to the point, which means i can’t tell you all about the details, but also my nose conveyed that to you to ration. But there’s there’s this point where you’re going, i don’t want to know how you’re going to build it. I just want to know when it’s going to be built, and so people who have a need to explain every detail will get very frustrated because you’re looking at and go, you know, i’ve got things to do. You just tell me what i need to do, and we’re done. This is embarrassing because she’s sizing happens there’s a pretty accurate this is not like fortune telling e-giving this’s, she’s anything? Is there anything else? Oh, absolutely. All right, one more. Go ahead. I’m getting paid now. I don’t want this is actually quite insightful. Portion right above your eyebrows is okay now for radio listeners. She’s putting her finger in between my eyebrows right in between her, i’m i mean, we’re not there’s no contact. She says that there’s no physical contact at all. It’s. Unbelievable. So this tells me that you like information in order. So you want to give me this first, then this then that in order. But i pluck my eyebrows. So if i had one brow straight across with the unibrow, not in style. No, this is the logic. This is, like minus flat right here. She’s again, she’s talking about the space between her eyebrows and the forehead. Right? So i have a logical personality. You have a logical personality. So you really want things in order? First, there’s a lot of people who you’ll see it’s just totally slanted back. Those people who they understand process and then they immediately know how it applies to them. Long term physiognomy is the physiognomy. Okay, that’s, the practice and google physiognomy and sharon abbott as well. We’re gonna go off this now, but that was that was that was pretty much on point. Yeah, i didn’t disagree with anything. You just told me about myself. I learned something. Dahna okay, let’s, talk a little about your you’re positive communication techniques since we’re talking about the way people like to communicate and your judging this by there by there face, right. What are some of the positive communication techniques that people should be using? Well, i think it’s really difficult for a lot of people to stay positive in what i believe is a perceived economy. Now, i cannot argue with the numbers, you know? We do have the highest unemployment rate of this time. There are fewer people donating to non-profits, you know, you kind of get point. So how do we actually project a positive attitude when we know that this is on everyone’s mind? So my attitude is no one came along, scraped up all the money and locked it up, and they’re not magically waiting to the day that everybody says, okay, take the money out now. So where is the money? It’s just moved, so when we’re communicating with people and we start thinking about all right, so what do i have to do to be that person that somebody wants to give, what they have allocated their ten percent toe a non-profit communicating in a positive manner instead of we need money, we need thio raise his phones, it would be when people are involved with our non-profit jesus, this is what we’re giving back to you, and the long term benefit for you is so it’s turning something around, you’re saying the same thing, but in a positive manner and making the person that you’re talking with more comfortable with the idea of being involved so the simple technique, but it’s phrasing. How you actually phrase what you’re talking about and allowing the other person. So this is where this comes into play. If you’re talking to somebody who has a larger upper lip, you make sure that they have more than enough time to talk. Kayman, let’s, let’s, give an example of fund-raising something positively that that in a positive way, we do that, that someone that i wouldn’t be well, take a negative and make it sort of a positive so people can understand making this positive communication. Give me a name. It’s, i’m cold rooms cold. I’m too cold in this room instead of saying i’m too cold and that’s an easy fix. Starting studies let’s, let’s put on a sweater. You don’t put on the jacket, you know, let’s, move a little bit. Start getting your blood moving a little bit so that you can actually be warmer. Come on. But let’s say challenging one would be i called all these people and no one is calling me back. Okay? Right. And that happens a lot. You know, when when i am actually very business oriented, which i think makes a big difference. A lot of people get into non-profit and they think it is not for-profit and non-profits have to be profit minded. So they have to know that they’re making more money than what it costs him to run the organization. So i do things like i make twenty dials. I know that ten people answered the phone. I know that if i leave five voicemail messages on ly one person’s going to call me back, is it worth my while to return those calls and call somebody who doesn’t call me back? So do i look at the possibility that that person is out of town busy, you know, family things going on and then call them again anyway. So my rule of thumb is you take a situation where somebody nobody’s calling me back, i don’t know what to do, and then they get into that funk. So how do you turn it around? So what i found is that for every organization there is a time a day, a day of the week that has the best return, so i call on monday morning at nine o’clock i’m not likely to get the right people that answer the phone because they’re setting up their week. They’ve got their sales meetings, whatever is going so i know that if i call at eleven thirty, people are kind of wrapping up their morning and they’re getting ready for lunch if i call it one thirty they’ve just gotten back for lunch. They might be late back for much. So there’s these windows of time ten to eleven one, two, three and i know that monday’s not the best day in friday’s, not the best day. So if i make my calls tuesday, wednesday and thursday, then i’m gonna have a much better ratio if i can improve my ratios even ten percent, then i improve my bottom line. So why not treat a business like a non-profit as a true business, actually track what we’re doing having results so that we know that if this isn’t working, we have to sure and start doing something. Most people keep doing the same thing over and over again, and it drives them crazy, right? The definition of insanity, but they don’t never realise all need to do a shift what it is that they’re doing so that they end up having better results. We have to stop there. Sharon abbott, one of her eight books is mixing it up. The entrepreneurs new testament one thank you very much for being a guest. Sharon. Oh, you’re welcome. Thank you, tony. Thank you. Even with my big lower lip. Tony martignetti non-profit radio coverage of the nextgencharity conference two thousand eleven. Thank you very much for joining us. Still able to speak with my fat lip? That was that was a lot of fun with sharon right now we take a break and when we come back tony’s take to get a little tony’s. Take two for you and some live listener love, and then maria simple with secrets. Stay with me. You don’t think that shooting getting ding, ding, ding ding. You’re listening to the talking alternative network e-giving. Thank you, cubine 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! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Oppcoll lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud cubine. I got live listener love guangzhou, china ni how many listeners in seoul, south korea many there are many of you are you all together? Maybe you’re all together in a coffee shop in seoul? Do you know each other? I wonder but there are many of you there and of course i wish you an io haserot lots of lots more live listener love coming up so hang in, including domestic live listeners alright, i’ll tease a little bit brooklyn, new york live love to you live listen her love to you thank you andme or domestic live listener love coming! Tony steak two two weeks ago, i was at fund-raising day new york conference at the marriott marquis i was with remote producer john federico. We were on the exhibit floor, and i learned from fifteen guests it’s and doing nine interviews, including beth cantor, sarah durum, whose ceo of big duck and professor doug white from columbia university who’s been a guest before it’s. Great fun being on the exhibit floor, lots of people coming by saying hello, i know you. I follow you on twitter love the podcast it was really very gratifying. Thank you very much to everybody who came by listeners and new listeners as well, welcome and also want to make you aware that aria finger, who is ceo of do something dot or ge, has been a guest on the show and there in fact, there’s video of her conversation with me on engaging millennials on the youtube channel, which israel tony martignetti she’s still ceo at do something but she’s been appointed in addition, president of too much information or t m i, which is an agency of do something, and they’re going to lend to non-profits and other marketers do somethings, expertise and research in mobilizing eighteen to twenty five year olds in social change. That is pretty exciting, that’s it’s obviously a growing market, and they’re a lot of non-profits, i think frustrated trying to engage the eighteen to twenty five year olds so you might reach out to t m i or too much information and aria and her team will help you there. There’s more about both of those on my blog’s at tony martignetti dot com and that is tony’s take two for friday twenty first of june twenty fifth show of the year we’re roughly within a week of being halfway through the year. Um, right now i have for you another previous interview, this one with maria simple talking about sec corporate filings and everything you confined in those maria simple is with me. Now you know her she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donorsearch now you can follow her on twitter at maria simple. Maria simple welcome hey, tony, how are you today? I’m doing great. Thank you. We’re talking about secrets. What is the this securities and exchange commission data? Well, there’s a lot of very interesting data that we can look at as non-profits to try and find some potential new donors for us as well as maybe some people who are current donors that we just didn’t realize are connected to public companies as corporate insiders. So let’s talk about corporate insiders. I want to make sure that everybody really understands what that is. We hear so much, i guess, in the news about insider trading and it’s always, you know, portrayed in a negative light. And that means that people who are corporate insiders have done something illegal with information they have as as insiders. But basically, if urine inside earthy see defines you as falling into one of three categories, you’re either one of the top officers of the company. Uh, usually there’s. About five, six, seven people around that number listed. You are one of the board of directors of that public company. Or you just happen to be a person or an entity that holds ten percent or more of the outstanding stock of that company. So if you fall into one of those three categories, you must report all of your trading activity in that company to the securities and exchange commission. And all of that data is public knowledge. Okay, so insiders have to file with the company’s about there their holdings within the companies that they’re insiders for that’s, right? And then also, public companies also file with the sec. They must right. Right? Right. So, i mean, you know, the information can be found if you happen to know that a particular process effect is connected to a public company as a corporate insider, maybe they sit on the corporate board of that particular company you can actually go to that company’s website. And typically the tab that you would be looking for in a company’s website is called investor relations. Ok, for the companies themselves do have the data. All right, on course. We can also get it from the sec. But before we go further let’s keep it let’s. Keep each other out of jargon jail. Let’s. Make sure everybody understands what is a public company. So a public company is a company that is has issued stock and its trading on the market. I guess the most famous one that we saw go from a a private to a public company recently with facebook. Right? So, prior to that all of the information was private. Uh, no, no information had to be released to the public about salary information att saturday. Other compensation data. But now that they’re a public company and the public now owns shares of that company owns part of the company, they have to be able to report all the all the goings on all the various filings about, you know not only what the corporate insiders were doing, but obviously. All the data related to other financial information for the company it’s the difference between privately held on dh public that’s. Right? Ok, so what kind of data can we find about about what we’re interested in the people, the insiders, what kind of people? What kind of info can we find? Well, the interesting information you confined if somebody is a top officer at the company, you confined there, there salary and other compensation data, and they actually have charts of that data going back over a three year period so you can actually see whether they’ve had what their big salary wass what commit other compensation that they might have maybe bonuses, etcetera? Um, really key? I think teo looking at this data is stock ownership because very often a non-profit um, especially if they are in, say, in a capital campaign or an endowment campaign mode where they’re really looking for major gift trying to get a gift of appreciated stock, a supposed to getting a gift of outright cash from a particular donor could be very beneficial. So, you know, just understanding whether or not you have people in your own fund-raising database, whether or not they may be one of these corporate insiders who can give you stock that would be fabulous to know, and, you know, the screening companies can help identify that for you if you’re not able to self identify who those corporate insiders are in your database, okay? And there could be other there’s other stuff that’s disclosed as well, like all their their fringe benefits and things, right, which can include insurance policies, that’s, right, all their employment agreement. You know, you’ve heard of people who have these golden parachutes, right if they’re released from a company, so all of that is actually outlined in these particular employment agreement eyes that maria, i’m sorry is the agreements themselves or public? So, yeah, they they actually will say, you know, if this person is terminated, thiss personnel will be subject to earning x number of dollars, maybe even shares of stock upon their termination, but i’m just curious, can you actually see the language of their employment contract? Or do you think i don’t see the language of the employment contract but within the proxy statements which is filing statement that this information is contained within that’s where you would find really? That the juicy, the meat of it all that if that is of importance to you, if you have somebody who is, perhaps, you know, a corporate insider and maybe, you know, has just been let go or will be let go. You can actually find that information just like lurking. I would if i could see people’s employment contracts. But now all right, just some juicy details. Yeah, exactly. Details. No other juicy details that i like pulling out of this is also bios of the thie entire board of directors of ah, of a public company. So it’ll give somebody’s age. So right? Yeah. I mean, you know, you do plan giving tony, so understanding whether or not somebody is maybe perhaps even a prime planned e-giving prospect based upon their age that’s disclosed in this a statement, you have a bio that would contain where they’re currently employed other corporate boards that they sit on so very often i’ll read about bio yeah, within a corporate proxy. And then i’ll realize, oh, i didn’t realize this person also sat on another board of directors. Yes. So their insider over there too. Right? So then that makes me, you know, have to you know, then i know just from that key piece of information here’s, another area i need to explore as i’m doing my prospect research that they may actually own, you know, significant shares in this other companies well, right? And just to remind people that a way that you might find that someone is an insider because you might not know it is setting up the google alerts, the free google lorts that you and i have talked about a couple of times in the past, if you have those on your major donors, then information about them and the company that they’re an insider for, we’ll come right to your rage. Your inbox? Yes, i think it should you know why? Because when they have let’s say i maria semple, where a corporate insider, maybe i sat on the board of directors of the company. I just used to use me as an example, but now you’ve learned tripoint likelihood of that ever happening. So so even test really small it’s not even worth it. You’ll start using one of your other regular anybody but me. Yeah, you’re much better off if you have much greater likelihood of being inside of me. If i traded today in a public company and i were a corporate insider, i need to let the sec know within two business days. Oh, wow. Yeah. So, you know, from a product, you know, as a prospect researcher it’s. Terrific. Because you know that if you’re looking at particular filings, you will be able to see whether that person has how much stock they have within a two day accuracy period. Okay. That’s. Incredible. So, yeah, well, all of that came about, you know, and because of the recent financial meltdown, et cetera, in the early two thousand’s, but there was definitely some new laws that went into a fake into effect under the sarbanes oxley act. And so they ended up saying, okay, you know what? You used to have a longer period to let us. Now now we’re shortening it for two days since you mentioned plan giving earlier. Something else you might find out about his people’s retirement plans with the cup with the company that’s, right? That’s, right. So might give you some some idea there as well. Whether or not they’re gonna have maybe. You know, a significant amount of money that they were going to have to do something with. So, you know, why not know about that and be prepared to have a conversation with them? So we have just about a minute and a half before our first break, what? So you mentioned the proxy statement that’s one thing that has to be filed that’s filed by the companies or by the insiders, those air filed by the company’s once a year, once a year, they’re filed with the securities and exchange commission, they’re known as to other things actually notice of annual meeting of shareholders. You might see it turned that way, and then everyone of the filings that the sec has has a number and the number that course sponsor to these. This particular sec document is called death d f like crank death fourteen a and that’s filed once a year by the company. Okay? And those air all the different names for the proxy statement? Yeah, yeah, i mean, they’re they’re known as all these different things, but if you are on the website, you’re actually looking for form death fourteen a for that particular company again. It’s on the company’s website, though, is well. Ok, now we have just about thirty seconds before, before our break. There’s, there’s, annual and quarterly statements also, right? Yes, there are. There are definitely annual and quarterly statements, and they’re they’re more related to significant happenings within the company related to really financial goings on of the company itself, as opposed to individuals connected to the company. So for the most part, that’s, the type of information that they’re going to file annually quarterly. Okay, we have to take a break when we returned. Of course, maria semple stays with me, and we’ll talk about some of the places where you can find this data. Stay with us. You’re listening to the talking alternative network. Cerini 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, better business people. Dahna 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. Talking alternative radio twenty four hours a day. Welcome back. I’m glad you’re still with us with a cracked voice cracks again again, like a thirteen year old maria, just briefly. What are the seance? Isn’t important to know the file. Name the names of some of these forms. What do these annual and quarterly statements called that people will be looking for? Well, if you’re looking for those quarterly and annual statements ten k and a k or those statements. But there are others that i think are even more interesting in terms of prospect research. In addition to that proxy, the death of fourteen a there’s, something called a form three and a form four. So form three is the initial report work that is filed by insiders as of the date that they become an insider or a beneficial owner of stock that will lift their holdings as of that day now, i would’ve thought that would be formed one but that’s not forme one yeah called for me. Okay, i don’t want confuse people. All right? It should be for more that i find very interesting is called form for, which would show any changes and holdings anytime that insider buys or sells their insider, stock and that’s the form that i was referring to that actually has to be filed within that two day period of that stock chance transactions. So let’s say there’s an example. Maybe a proxy filing may have been done and say april here for a particular public company. And here it is the beginning of september where researching this particular corporate insider if we only go on the data that was filed on the death of fourteen a document that proxy and it’s going to show the stock holdings as of april twenty twelve there’s a lot of time passed through several months. Did this person trade any stock during this time? We would like to know what their their holdings they’re still the same or not. So you would be looking particularly performed for to see if that person actually made a trade and stop between april and september, and then on the form it’s self it’s going to show you whether they bought or sold more stock, and then how many shares that they hold at the conclusion of that sale? So let’s say the conclusion of that particular transaction, i still own ten thousand shares. Of that particular stock, i can go on a web site that shows, you know, market activity. Boone is showing, you know, what’s going on in the stock market and get a general idea of how much that stock is worth in that portfolio. All right. You mentioned the corporate website under investor relations and investor information as one place too. Find this data where else? The government has its sec has its own site. Yes, the sea, which is dot gov does have a database called edgar free edgar’s. So that is definitely something that you can use teo to look for the information and using the website or even going to the corporate website is three. Two d’oh. Okay, edgar, i had always heard of edgar, but i didn’t know that it it stands for electronic data gathering analysis and retrieval. Yeah, that isn’t that smart of the is in that little clever of the sec. They should have, like, make a retrievable info analysis. And there would be maria. There you go. You should have maria get rid of edgar and replace it with maria. Okay, fun. We just have, like we just have about two minutes. Left. What are other sites where you can find this? Even though we’ve already identified some free ones, right? So a fee based site, actually, one that i myself subscribe to because i do so much of this type of research is called ten k wizard dot com and that’s actually part of the morning star document research of companies. So it used to be a stand alone, and now they’re part of morning stars. So ten k wizard, i find to be really useful. Their lowest subscription is roughly four hundred dollars a year, and it enables you to i just like the output of the data. I like the fact that i can put in an insider’s name, and it will show me every place somebody is connected to a corporate insider to lead me directly to the filings. And i can see a pdf copy of the filings. Um, so it’s it’s just a quicker way. So i would suggest for anybody who’s really going to be doing a lot of this, you might want to consider a subscription service, okay. Oh, really? They just worked. Works better than the edgar site or going to the companies. You know it, i think it just points to a lot of information very quickly. So as opposed to trying to sort through the information on the corporate side, etcetera, teo, sort through, say all the form four filings that exist on a corporate site to just see well, because it’ll just say form for, you know, and say the filing he’ll need to try and figure out what is this filing related to the person that i’m researching right now? Yeah. So, it’s, just the way you go about the research, i think it just becomes a little bit more efficient on some of the paid resource is maria sample is the prospect finder. You can follow her on twitter at maria simple. Her sight is the prospect finder dot com always a pleasure. Thank you very much, maria. Thanks so much. Have a great day. Thank you very much. I’ve got more live listener love newport, north carolina, cincinnati, ohio and reston, virginia. Thanks for joining us. Live. Love going out to you listeners in japan, metallica, tokyo for pete’s sake, it’s almost two. In the morning there. What do you what do you doing up listening to this why are you why are you listening? But i love that you are. Thank you very much next week. Intuitive brainstorming. Karen garvey is an author, speaker, intuitive and coach and we’ll talk about the new brainstorming and jean takagi returns he’s, our legal contributor and principal at the non-profit and exempt organizations law group in san francisco, and we’ll finish our discussion of the dan pallotti video. The way we think about non-profits is dead wrong started that last month when he was on insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen, each week you can contact me on the block if you’d like to talk about sponsoring the show. Our creative producer was claire meyerhoff. 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Nonprofit Radio for May 31, 2013: Grow Grassroots & Divine Devices

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Michael O'Brien
Michael O’Brien: Grow Grassroots

Michael O’Brien, founder and principal of mob advocacy, knows how to bring people to your cause with grassroots advocacy. How do you activate people? What are grass tops and how do you engage them? Where can you go to meet potential coalition partners? What’s the value added for your work?

 
 

Scott Koegler
Scott Koegler: Divine Devices

Desktops, laptops, tablets and handhelds. Scott Koegler has tips for picking the right device to fit your budget, work style and personality. He’s the editor of Nonprofit Technology News and our monthly 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: 144: Grow Grassroots & Divine Devices. You can also subscribe on iTunes to get the podcast automatically.
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No. Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s august seventeenth. Oh, how i wish and i hope that you were with me last week i couldn’t stand knowing that you had missed last week’s show working with your small organization board what’s special about working with small shop boards, we talked about setting expectations, recruiting, training fund-raising and assessing your boards capabilities. My guests from fund-raising day twenty twelve were terry billy from the hudson river museum, wendy no adele from yonkers partners and education, and lisa rob, executive director of the new york state council on the arts. Also see the smart cr m system, constituent relationship management. You’ve got constituents, employees, donors, volunteers, clients and vendors. How do you manage your relationships with them? What’s the impact on your prospect management maria simple, the prospect finder and our regular prospect research contributor, had lots of ideas last week, as she always does this week grow grassroots. Michael o’brien, founder and principal of mob advocacy, knows how to bring people to your cause with grassroots advocacy. How do you activate people who are the grass tops and how do? You engage them, and where do you go to meet potential coalition partners, what’s, the value added for your work. All of that, with michael o’brien. Also divine devices, desktops, laptops, tablets, handhelds. Scott koegler has tips for picking the right device to fit your budget, work, style and personality. He’s, the editor of non-profit technology news in our regular monthly tech contributor. Between the guests on tony’s take to help me out and get a free book. My book. I’d appreciate your help with a three minute survey, and i’ll say more about that on tony’s, take two. Use the hashtag non-profit radio on twitter to join the conversation with us there. As always, we take a break, and then when we return, it’s grow grass roots with michael o’brien, stay with me. You didn’t think that shooting getting dink, dink, dink, dink, you’re listening to the talking alternative network waiting to get in. Dahna good 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 brayden 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. 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. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio where else you’re going to hear those kinds of ideas? Nowhere. Michael o’brien is my guest. He is the founder and principal of mob advocacy, a multi state government relations firm that focuses on helping small businesses and non-profits manage legislative and regulatory processes, he has over ten years of experience managing state and local government relations and political programmes. Michael has launched many national grassroots advocacy campaigns that have impacted legislation and policy at both the state and federal levels. Michael brian, welcome to the show. Thank you. Good afternoon, it’s. A good afternoon to you. I’m glad you’re with us. Well, let’s, let’s define grassroots advocacy. So we know everybody’s starting in the same place. Sure. I define grassroots advocacy as engaging regular people that the typical constituent in order to impact public policy or public opinion. Okay, go ahead. Is there more, uh, just to say that it varies from what’s considered direct lobbying, which is ah lot more heavily regulated and requires, uh, registration process with either the state federal or local government. Right. Okay. But it goes it. Could be that, but we’re going. We’re going to talk about the doing it. The grassroots with the with the average joe, the average right and the average jane. Also, jane is welcome to participate as well. Um all right. How does this, uh, grassroots advocacy? How can it help? Small charities? I think there’s three ways that, uh, grassroot dad? Because he helped out small charities. One, uh, i think grassroots advocacy is often essential to organizational missions. Uh, it’s. Hard to think of. Ah, oven issue out there. That’s not impacted by local, state or federal legislation or regulatory process. Uh, so it’s important for your organization to be involved. Second, it’s. A great way to engage volunteers and donors. Small amount profits are asking people to give money. Um, you know, off all the time, you know, four, five times a year in order to be successful. That has to be part of the process. But it is important to provide some different different ways for volunteers to get involved in different ways for them to have an impact other than giving money. And this is a great way to be okay. And this actually i know. You have another way, but this actually could lead to someone becoming a donor so they might come to your cause and sign a petition or do things that we’re going to talk about and then become a donor down the road absolutely small, small, just like small donors become big donors, small advocates become big donors and, you know, those top advocate said that organization’s looking for ok and even you know, that could become small donors because then small donors have become big donors, has become big donor it’s all part of a spectrum? Absolutely. Then big donors could continue to become grassroots advocates, but they wouldn’t go back to being small donors way. Hope not. No, no, that wouldn’t happen. Okay, and then what’s the other. What else is this important? The third way. It’s. A great way to find new supporters. Er, you know, for for volunteers, donors even those on the on the, uh whose responsibilities include fund-raising it’s sometimes hard to ask somebody who’s brand new to an organization to get money but it’s easy to say. Hey, can you spare five minutes in and send an email to your to your legislator? Can you spare five minutes and signed this petition it’s an easy ask. And once you get those people involved in your organization, you know, they have some kind of interest because they they took that step and got involved. And so it’s a good way to increase your your your database and gives opportunities to call the-whiny-donor further, i love that easy, easy entry point and then also can help new entrance introduce your cause to their friends as well, who who may very well be sympathetic. Absolutely cool. Okay, um, and so you’ve seen this make make a real change. I mean, this really can impact policy and funding in things. I mean, absolutely, i don’t i can’t think of a of a major advocacy campaign that that i’ve been involved with that didn’t have grassroots as as a key part of that, uh, lawmakers, they listened the lobbyists all day long, and they know there’s a bent out there, but when it when it hits home, when their constituents are calling in or sending emails saying, hey, you know, take a look at this that’s that’s when it really hits home, when when it’s people voting for them. Back home have an interest in it. Lawmakers take, uh, take a much closer look at the issue. They do ok, i’ve always you know, i’ve always wondered because i fill out petitions sometimes or send emails and make phone calls, and i just wondered if it really is making a difference. Sometimes you don’t get the feedback from the organization, which i maybe we’ll talk about, but that’s a downside, but but i just always wonder, you know, but you’re saying, yes, people good. What makers do? Listen, yeah, okay, okay, we have just a little less than a minute before before first break. So why don’t we just, um but you just introduce us to the idea of the way social media has helped create these grassroots campaigns to make sure that could be a whole show it and i know what you’re going, you’re going to squeeze it into thirty seconds, and then we’re gonna come back and talk about it more after a break. Ok, the internet. It has completely changed grassroot dad, because just by making making it easier one for organizations to reach their advocates and spread their message, but, uh, you know, making it far easier and cheaper for those advocates to reach out to there to there legislature, especially those in washington. I mean, if you’re in california, used to be a long distance call, uh, you have to go through the switchboard, you know, with the internet, it it’s an email on your getting directly, oftentimes, to stafford, take, who takes care of that issue. Okay, that was well said on, we have live listener love going out to california, a one e looks like a wani california live listener love going out there. Right now, we take a break, and when we return, michael brian stays 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. 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 will discuss what’s important to 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. Sure you’re 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 we are back, and we’re talking about growing your grassroots with michael o’brien. I got some more live listener love. We got a couple of news out their new bern, north carolina knew palestine, indiana welcome and michael o’brien, i’m going to challenge you. If you’re going to use an example, you have to use one from a state where we have a live listener. So, so far, we’ve identified california, north carolina and indiana, and there are others, of course. So please confine your examples to those states. No problem. All right, that was one more time. California, indiana, north carolina. Alright, let’s, continue online. I’m sure there are sites that can help charities create a grassroots campaign. Yeah. There’s. A number of different sites. Uh, both free and, uh, pay sites that okay. That help you grow and manage your grassroots campaign. Uh, let’s. Let’s. Name sametz. Talk about some free ones. Sure. Justin. Detail some great, some good free ones. Uh, there’s a a new company. Fairly new company called pot woobox, which is a a great job with federal legislator. Popped like alternative father. Right? Pio pio. Gop video right now, if you go to pot. Woobox p ot vox there’ll be marijuana legalization advocacy pot box you can you can actually find information about marijuana legalization on pop fox is well, you can. All right. Also smoke a bone box. I’m sure okay, uh, pop fox. Yes, but it is a kind of a new grassroots tool. It measures public opinion. But how many letters going in for and against an issue it free for organizations and individuals, too, to sign up and to help kind of broadcast their message to other potential supporters. Uh, and just recently, the democratic caucus in the house and the senate announced that they’re giving the sentiment feet from pop box tto help, uh, help keep there, uh, caucus informed on public opinion on different issues. Okay. So just as an example of how, how much of an impact this makes you know when when lawmakers air using that direct public opinion data, you know, you know, every letter count, just like every vote counts in elections. Every letter counts in a grassroots campaign. What else you got? That’s free. Uh, bill track fifty and some light foundation and thomas help look at legislation that organizations might be interested. In okay. Agreement that was built. Track foundation and its satellite bill. Track fifty. Bill, check fifty. Pardon me, bill. Track fifty. Fifty dot com. Yes, the sunlight foundation. Some light foundation. Okay, again. And congress dot org’s, congress dot org’s. Oh, interesting. Are they affiliated with with our united states congress it’s affiliated with cq roll call? Actually, what is that? Congressional quarterly. Real congressional quarterly. What? You’re watching? We have jargon jail in tony martignetti non-profit radio, and i will throw you in there. Especially is somebody who’s. Ah, troublemaker. Sorry about that. That that’s, uh, that’s just the name that’s. How i’ve known that this is cq on then thomas dot lock, dot gov and those air great tools to research federal and state legislation. So you can have an idea of what issues you want to take? Uh, take action on. And then, um, i don’t know what of a good free state local advocacy piece, but i know there that there are some in development, so hopefully and they in the coming months, we might have a good one coming. Okay, i’ll tell you why our audience is small and midsize charity. So we’re going to stick with the free sites. And if people want to find the pay sites, i’m sure they can do that. We’re going to stick with talking about the free ones. So let’s, stay online for a little while. What? I mean, you could you could build your own cause site, right? I mean, it’s it’s virtually cost less to put up a website. Correct? Uh, okay. And what should you be doing on that website when you put up your yurt grassroots cause site of the top things you know, make sure your issue is defined in ways that the everyday voter or everyday legislature legislator can understand. Uh, people want to think that our elected officials know a lot about every issue. Uh, that’s just simply not true. They don’t have the time, uh, or the capacity to know everything about your issue. So keep the language simple. Umm, you know, make sure it’s in terms that that an everyday person can understand. Ok, i try to use my grandmother tests. You know, my grandmother can understand it that i’m doing the right thing. Okay? I’m going to stay away from that. I like grandmothers. I don’t have mine with me, but i’m just going to let that go. Listeners may be disappointed, but you can come up with your own retort to michael’s. Grandfather, grandmother, test on why it’s a grandmother test? Not a grandfather test. Okay, what else? What? We should be capturing emails. I’m sure. Right. What else should be doing on this site? Yes, a way for people to sign up for your information. Uh, and, you know, a simple email collection or ah, form where they can add in additional information so you can match them, uh, with their legislator, uh, is important depending on the size of your advocacy campaign. Uh, e mails could be fine. You know, you might want that additional form information. It doesn’t take that much longer for somebody that fill it out. I don’t think it’s a huge deterrent out there, okay. And, you know, third, uh, you know, provide opportunities for your supporters to spread the word. You know what? Twitter with linked in with facebook, you know, just having the send this to three of your friends, you know, using using social media and and that, uh, you know, social media to help grow your your grassroots campaign, those are the three essential pieces, okay? And i see i see that often when i’m asked to sign something on dh then i do it, then i get something back it’s usually from move on dot or ge i get something back saying thank you. Now, please share this and they have buttons to share it on twitter, sharing on facebook, et cetera. Right then, then, validation process and, uh, you know, i know a lot of fund-raising cos there now, you know, kind of using that validation process as well, you know? But, you know, the validation process really helps grow your grassroots process, the validation process being what? Thank you that i’m referring to the they having tony send is sending no doubt, teo friends saying, hey, you know, i support this i believe in this, you know, take a look at it. You know that validation is is key to growing your your your grassroot that base. Okay, okay. Now, if you so if you fertilize your grassroots on dh use lots of, i guess use lots of weed, b gon and adequate fertiliser. Then the grass is going to grow. And you can have these things called grass tops, what are grass tops, grass tops or the kind of the super advocates? So there there’s two categories that i put people in the people who are who are the most passionate, most vocal on your on your issue? Uh, they’re the people who answer every email respond are contacting their legislature legislator hyre uh, they’re important because they’re out there, they’re promoting and and you want to keep an eye on them because you don’t want them to over promoting, go overboard. You want him to stay on message. But, you know, the passion is there. They’re easy to motivate. Yes. The second is the grassroot supporter who’s who’s connected, who lives down the street from their state legislator. Uh, who’s. You know, brother, in law’s, the mayor, you know, those people who have who have personal connections to legislators and the’s air the grass tops the’s the grass tops these these are the grass tops. So you have your passionate, passionate, always their advocates. Then you have the people, uh, who have some real access that your general, uh, general constituents don’t have. Okay, when you marry those two and put them out there, you have a very powerful combination hyre that can hit people in ways that your traditional grassroots doesn’t always said you might not hit the right legislator every time with your grassroots database, but with your grass tops, you might be ableto sneak peek in somewhere where you didn’t necessarily have access reached before. All right? Michael o’brien is the founder and principal of mob advocacy, and we’re talking about growing your grassroots and you’ll find his block at mob hyphen advocacy dot black spot dot com were a little more live listener love going out foreign now tokyo, japan welcome pens burghdoff, germany welcome. You’re going to want to hang out because i’m gonna be speaking german later on. I promise you. I’m speaking german later on. Hang on their pens. Berg, seoul, korea, vienna, austria. Welcome, welcome. Welcome, michael. How do we engage these grass tops differently than we do the grassroots? Uh, well, first of all, they just like, just like your major donors, they do take a little extra cultivation. Um, you have to do that. Prospect research on your grassroots database? Yeah. People don’t always think about it. You know the process. To cultivate a grassroots said forget is exactly the same as the process to cultivate a funder and a major donor. You got to do the prospect research. You gotta do your homework. It’s you know, it’s it’s not always easy, you know, sometimes it starts by you catch an address or you’ll catch a name. And, you know, i wonder if this person knows and, you know, you connect some of the dots, uh, and it takes, you know, the government relations person of the grassroots person or even the executive director reaching out. Say, hey, you know, i saw that you have an interest on this issue. Can i talk to you about it? And, you know, you you start that discussion process and find out, you know, how interested are they? How connected are they? Um and then, you know, just like with the major donor, you know, you make that ask, hey, can you help us? You know, beyond just that five minute weather and oftentimes, if if, if they’re connected and already have an interest in your organization, you know that it’s still an easier asked that then asking for money? Oftentimes i’m going anyway. How about getting other groups involved with you to help you? Other charities? Perhaps? Sure. Coalition work, i think is is important. Individual charity’s only have so many, so many people on the database lists, they only have so many reach, whether you know, whether that numbers, whether geographic area, you know, whether that’s, you know, pinned down by the the, uh, the scope of the mission reaching out to other organizations who do similar work or, you know, maybe completely different work, uh, but still having an interest in the end outcome of of your issue, and i want to make the point that those coalition partners could even be corporate, right? Absolutely. I just think that something really interesting at a local station here where banks had allied with charities because they both had an interesting in preventing hydraulic fracturing that process of releasing gas from the from the crust in shale of the earth because the banks lose mortgage revenue when property values decline, and that happens around hydraulic fracking sites. So so companies had allied with charities. It certainly does. And, you know, even even when they when corporations don’t have a a personal stake, there’s a lot of a lot of corporate responsibility out there. Ah, latto corporations are getting involved in their communities and, you know, when you get those corporations involved, they can help fund from of that grassroots advocacy work and help you no help with the promotion. And, you know, grassroots advocacy is is a generally a low cost, um, product, but, you know, every every little bit is a resource drain on a small non-profit so corporate partners out there can can help with that funding on help, you know, help raise resource is help, you know, provide validation. You do all of those things? Yeah, all right, so just the fact that it doesn’t have to be another non-profit could be corporate, i imagine now, a little quickly because we only have a few minutes left their sights that could help you find coalition partners. Um, you know yes, yes, you know, pop box will will list organizations that are supporting, supporting or opposing, uh, legislation and certainly that’s. A key indicator. You find legislation that you’re interested in, you can look at supporters and the opposition. Okay, pick your side and you pick your team, so to speak. Uh, are there other sites? Uh, you know, not that i know. Okay, i think congress dot orden might, but i’m not. I’m not okay, but and then you could also use too traditional social media, right? Linked in facebook searches? Absolutely. The traditional social media. Uh, find out who is talking about your issue. Um, you know, it’s it’s much easier to research issue advocacy. Now that never given, given the amount people are talking about and the interest in it. Michael, what is it about this work that really moves you? And why do you why do you love this? You know, it, uh, i had always wanted to work, uh, with the non profit in the nonprofit sector. Uh, you know, i think part of it was growing up in a strong catholic family coming back. I always wanted to give back, um, but i also had a passion for advocacy and and politics and government and, you know, helping non-profits to make the impact is is really what drives me. You know, i’ve worked worked for and with several non-profit organizations, you know, doing health care, social justice, education on dh loved it every day. You know i often i feel you know, it’s been a long time since since i’ve actually worked. Uh, you know, i just love my work so much, you know, it’s like i don’t even have a real job. Alright, dahna co-branding grassroots can change the world. Grassroots can change the world. You know, it’s uh, you know, one person at a time. All right, michael brian, founder and principal of mob advocacy. You’ll find his blah but his blogged as you’ll find his, you’ll find him blah, bing at no that’s. Not true. Blogging at mob hyphen advocacy dot black spot dot com. Michael, thank you very much for being on. Thank you for having me. It was great great talking to you. I’m glad you got jordan. Thank you has been my pleasure. Now we take a break, and when we return, we got a little more live listener love going out and then tony’s take two and then scott koegler with divine devices. Stay with me. 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 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 way. Look forward to serving you. Snusz you’re listening to the talking alternative network. Duitz durney lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Welcome back. We’ve got more live listener love going out. Lutherville, timonium, maryland that’s a heck of a town you got there. Lutherville, timonium in maryland, rest in virginia and quebec city in the province of quebec, canada. Welcome, welcome, everyone. Time for tony’s take to my block this week. I’m asking for your help and to show my gratitude, i will give you a free copy of my book. I have a three minute survey on charity registration, which is the requirements in every state and district of columbia that charities register with the authorities in every state where they are soliciting donations. And i wrote a book on this. Oh, and i happen to have the title of the book right here. What is it? What a coincidence. My book is called charity registration state by state guidelines for compliance, and it sells for as much as two hundred ninety nine dollars, depending on the size of your charity. But if you take this short survey, you can claim a free download of the book. You’re your input. Is is that important to me and there’s? A link to the survey on my blogged the post is called helped me out and get my book for free. My blog’s is that tony martignetti dot com? Well, treyz is expected to be, and so if you take the survey, you’ll get get a free book that is tony’s take two for friday, august seventeenth, the thirty fifth show of two thousand twelve. We had a listener joined since the last live listener love, and so before i bring scott in, i want to say hello to serbia. Hello, serbia. Scott koegler how are you? I’m good tony, how you doing? Great, you’re not survey. Are you serbia? No, no, i don’t think so. No, we have taken a wrong turn. We travelling to south carolina today, so but i think when you’re in the carolina, you’re in south carolina. Scott koegler of course, our regular tech contributor and the editor of non-profit technology news, which you will find that end p tech news dot com and this month we’re talking about devices, scott there’s, tablets, there’s, laptops, desktops, handhelds how do we figure out what the heck is good for us? Yeah, kind of never ending, isn’t it? They used to be a pretty straight decision between desktops and laptops and that for real work. Those air still kind of the main options. But today, you know, you get, uh, tablets and bones everywhere from three and a half inches, ten point one inches on size, and pretty much they’ll do all the same thing. But also pretty much all that same thing is is usually less then, you know, real work. Another one generally don’t have keyboards and those kind of things so let’s kind of segment into those two categories. First foryou, portable before you, scott. Before you do that, i want to point out we know that you are the tech contributor because you don’t just say screen size up to ten inches. You say up to ten point one that extra tenth of an inch makes a difference. We gotta be precise. This is technology was the record demands precision. And scott is the man who delivers it. Okay, i’m sorry. That’s. Any inane interruption? Go ahead. That’s. Right. Um, so again, in the form of unity passes on the kind of work i need to do obviously gonna be sitting in the office. You can use either. And that that decision based you haven’t called back. Scott scott scott, stop for a minute. I’ll tell you what, you’re cutting out kind of badly. Give us a call back on the same number, but eight. One, eight, three, right. You know the number, but use eighty one, eighty three. Okay. And while scott is calling back, i’ve got some more live listener love. Hopefully he, uh he taps quickly on those on the phone. Who else you got? Pittsburgh. Oh, i mentioned pittsburgh, germany. Okay. Um, new york city, new york, new york. Excellent. Finally, somebody from new york. How come nobody from new jersey? Where is my mother? My mother and father are not listening to this show right now. Unless they’re in lutherville. Timonium, maryland. But i don’t think that’s them. I believe my mother and father are not listening. And ah, this week, is there my mom’s birthday and their anniversary? And i’m going out there, and they’re not listening to the show. You believe that? I mean, i may not go. I mean, go, go. We got scott back. Excellent. Scott, i don’t hear him. We have scott in the system. Scott oh, dial. Tone that never sounds good. Do i have to start and punishing my mother again? There he is. There he is. Okay, yeah, i’d rather talk to scott than admonish my mother. I’ll do that over the weekend. Okay, you’re going to break down our devices for us into two categories? I believe right. Let’s start with just desktop laptop as one category. And having said that, both of those generally well, i think, almost always have keyboards and keyboard is really key to the kind of things that people generally call work in an office or latto build it, you know, involves writing text using the keyboard for american trees and things like that and those air really much more suited to that kind of work than our tablets and cell phones and those kind of things. So the soft virtual keyboards that appear on tablets and phones were pretty well, but if you really need to get a lot done, you’re better off just having a keyboard on your hands. Uh, just, you know, more accurate. Better sure, sure. So it really depends on what you’re what you’re you’re functions are what you were like. What your goals. Are for the hardware, right? Exactly. Exactly. So let’s, just talk about the difference in key in, uh, laptops and desktops. One of the key difference of differences. There is the price. So the best tops are generally less expensive than laptops for a similar amount of power. Just because all the miniaturization that is required to make a laptop cost extra money. Okay, i was wondered why the bigger one is less generally. Yeah. Okay. Yeah, yeah, because, you know, they don’t care about the size. They’re just, you know, stuff all this stuff and then stick it on the floor. So, uh, so that’s kind of one way to do that. So if you got b b funds and you don’t need the larger screen that’s also available generally with a desktop, then you might want to opt for laptop because obviously it’s it’s portable, and you can take it with you. If you’re not always working at your desk, you can move it. Otherwise other places taken home, take it on a on an event or something like that. So there’s a difference there, of course. Sure. Um what what else? Well, what about software availability? Well, software is always a key and a lot of software, especially non-profit kind of things are going to run on generally windows windows operating systems, so that may even exclude using a mad uh, you need to really check your your software course. If you’re using a cloud based application, then you, khun pretty much use any kind of operating system doesn’t matter whether it’s windows or or mac or even it’s kind of lennox operating system very well. You make a very good point about what what platforms are supported by funk by applications that are important to you, there’s one that i using planned giving that does not support the apple os. So i have to have a programme called parallels on my apple computer to run windows just for that one program, but it is essential, right? Right, see that sometimes will dictate what you’ve done, and of course, once you’ve done that, not only have you spent more of your apple computer, but you spent more for the parallels, right? Exactly. So now you you know you really enough there, so you really need to decide what’s most important to you, and i kind of touched. On one of the reasons for getting a laptop and that is the portability, and so now we start to talk about, okay, what kind of jobs are you going to use that require portability? Uh, one that i think i said was that he’s going to an event on a laptop is good if you’re going to have a table inside you, but if you’re going to be wandering around the event and you want to interact with people, take pictures, maybe dio email sign ups for your newsletters, those kind of things, uh, a tablet is probably the perfect device for that kind of thing, a smartphone, probably a little bit less than perfect, although you can certainly do those things, but again, you get smaller keyboard, you know much a little bit more difficult to use quickly, okay? And there’s so many tablets out there. Besides, the ipad is the google nexus and the microsoft surface. Samsung has one, i think the galaxy i mean there’s so many tablets, yeah, there’s a huge variety, in fact, buy-in while apples still dominates with the ipad, i just survey that the android operating system, which is what’s used in pretty much every town would accept apple and been in windows tablet, so andrew, it is outselling apple on a poor unit basis, so it just kind of interesting. Yeah, yeah. So i know it doesn’t say if any better or worse generally means it’s less expensive devices, they’re less expensive. Okay, um, but at the same time, i’ve heard from a lot of people that it’s the application that counts, you know, if you can get to the internet and you can access the functions that you need, it really doesn’t matter so dahna look at your budget, see what it is that you need those the system that you’re looking at, support the function you need and within your budget, and then go ahead and buy it, you know, they pretty much all work okay and the features on not necessarily just sticking with tablets, but just across all of them. I was looking i was when i was researching our segment on dh i actually do research, i know it doesn’t sound like it, but actually do research for the show and prepare the show. I found something the iphone headphones, you know, the white headphones that you get, and they have a little tiny panel on them built into the built into the wire and there’s ten i found a site that there are an article had ten different things that you could do with that little with that little panel like you could if you tap the middle of it two times that’s to pick up a phone call, for instance, or, like, tap it once and that’ll put a put a phone call through tio to voicemail. When you’re getting if you’re getting a call while you’re listening in to skip a song, you do a triple tap or what? It’s incredible just on this tiny little skinny panel the features on that are available, right there’s? One more hidden one if you stand on your head and you stick it dunaj it’ll actually call your mother, okay? I don’t really appreciate sarcasm on this show. I play things pretty straight pretty close to the vest. Now. Watch, watch. You know, sarcasm is a very dangerous thing. Uh, but you know that point there’s there are many features on many systems, computers and even software, and the rule of thumb is eighty twenty just like, you know, all the eighty twenty rules where eighty percent of the people used twenty percent of the function, yeah, just like you have an iphone, right? I do have that i do, and you’d never do those things. No, i didn’t know that i could ignore it incoming call, buy long pressing the center button twice or so you know, i just i just usually hang up on it, but, you know, you could do that. Yes, i’ve noticed, okay, so what? We’re going to take a break. So when you were little chuckle mode here we’ll take a break, but i want to send more live listener love it’s, it’s pouring in san angelo, texas, san diego, california, rockville center, new york. Welcome, welcome, welcome. We’re talking to scott koegler, the regular regular tech contributor about divine devices were going to keep talking about that subject. Maybe not with scott koegler might hang up on him after this break. Talking dot com. Hi, this is nancy taito from speaks band 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. 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Welcome back, scott kapin did you hang up on us? I am still here. Okay, dear chagrin. Damn. Not yet. All right, now, all these features and all there’s a pact with the stuff that most people don’t use, you have to you have to wonder about what your employees are capable of learning. Well, exactly. And and how much do you want them to learn? How much extra time do you want to put in on finding out things that they may never use? Uh, there’s a big difference between buying a computer to operate your business and one for your personal life. I generally try to minimize the expense and the feature set of business computers because typically, you know, i’ve been unemployed. I need them to do three things. Four, maybe five, generally, not twenty. And if i say i’m buying something for myself on much more liberal in terms of the kinds of features and even the amount of money that i’m gonna want to spend interesting that’s an important distinction. Yeah, you don’t want to be thinking about you don’t want to be making that crossover. Yeah, this is this is for other people to be using to be efficient in your business exactly, and also in terms of employees abilities there, maybe training costs, but actually be hard costs not only in time, but but if, if the saw if the hardware is very different, i mean, you could end up having to pay somebody like the network it altogether, and then to train employees to operate the network and then as well as operate the devices exactly you want to make. It is standardized, as you can within the organization, so that one person could get up and walk in, walk to another computer and do the same job and not have to relearn. You know where the tabs on where the keyboard durney that’s one of the things that happens between pieces and max, although it’s it’s less it’s less of an issue anymore. But, you know, the key and the maki kind of get confusing sometimes for people that try to make that transition, even though the actual applications may run exactly the thing. Yeah, yeah, i see that because my my office computing, his apple and all my clients use windows and i do a lot of work in my client’s offices, right. So i have special challenges anyway. But talk about that’s different show. Okay, there are you have some ideas for sites where we can find reviews. I love reading user reviews. I love that that the web enables that. Well, there’s two things that i would recommend one is just a scene at dot com, which is not really user reviews, but they are there. I’m not going to say that professionally generated reviews, they’re actually automatically generated reviews, so they’re standardized. How they do that automatically is a whole other topic. Fascinating. I used i used that scene. That site, those air not well, there you are, right. I knew they weren’t user reviews, but there isn’t a live person writing these things. Generally, not somebody looks at, um uh, really? Uh, yeah, they are actually generated by automated system. Okay, they pull your pretty well, um, i’m not sure right now they do a good job, but the other is just, uh, just do a search online for a review of this type in review. And then in the name of the product that you’re looking for. And course, the good part about that is that you will get a just a huge list of possible reviews. The bad part is that, uh, most of them will be completely bogus and badly written. You never really know. Yeah, right now does, like amazon dot com. And you could you could go to amazon and read reviews, but not necessarily buy the product from amazon. Do that. Do you know if they do, you have to be legitimate user to review a product on amazon. Do you know you have to? You have to register on amazon, but you don’t actually have to have purchased the product. Okay, so that kind of, you know, in-kind negates some of the reliability hoexter tenses suggest that the credibility is not as high as it ought to be. Okay, right. Okay. But there are lots of consider. Well, there’s consumer reports. Yes. Yes. There are some, uh, some reliable reporting, you know, agencies, they used to be quite a quite a few more. In fact, i used to do computer and software reviews. Yeah, when i was doing, you know, muchmore freelance writing. Um, but, uh, those reviews have have gone away in favor of user reviews, you know? Personally, i don’t think they’re quite reliable is my own my own wonderful ladies? Yeah, well, i can tell you and there’s probably a reason you’re not in that business any longer. Exactly. Yeah. All right. But now, you know, consumer reports, i subscribe to them for a year. I think i think it’s thirty dollars for a year and you can access all their online. Not not to the written subscription, but for the online. I mean, i go to them when i’m going to spend, i don’t know, like more than a couple hundred dollars on something i go to consumer reports their objective. They don’t have advertising. They don’t take advertising dollars. Yeah, so all right. We have just another minute. A half or so before break before we wrap up. Scott, what else do you want? What else did i keep you from saying? I think really the most important issue is, you know, people always asked, you know, help me buy a computer and i pretty much always start out with what’s your budget. Because it’s pretty easy to start looking. And then, you know, feature creep sets in and know what’s another fifty dollars. Here, what’s another hundred years there, and all of a sudden, you know that six hundred dollars desktop computer that would actually do a wonderful job for you terms into a you know, fifteen hundred dollar laptop with, you know who knows what kinds of extra features agree. Okay, same thing is renovating. Same thing is renovating your bathroom. Your kitchen? Yes. Yes, exactly. Don’t you don’t need the stainless steel pulls on the kitchen drawers. When? When grass will do just fine. Right? Alright, tigress. Okay. Excellent. Scott. Good time today. Thank you very much. Thanks for being on. Scott koegler, the editor of non-profit technology news. Which you’ll find it n p tech news. Dot com. Thanks very much, scott. Figure. Thank you. More live listener love joining us boring oregon alcohol in california. I used to go to i want to alcohol in. Once i spent two weeks in alcohol and kelowna, british columbia, canada. That’s two two different provinces. Also, quebec represented outstanding. I want to thank scott koegler, of course, and also michael o’brien for being on the show today. Next week, campaign volunteers rich foss is the author of green light fund-raising we’ll talk about recruiting the best volunteers for your campaign, and jean takagi and emily chan are legal contributors returned with law wisdom from san francisco, have you checked out? Are linked in group odds are you have not because there’s over a thousand listeners and there are not a thousand members of the lincoln group so ajar you have not been there, but you ought to be. Also, i host a podcast for the chronicle of philanthropy. It is called fund-raising fundamentals it’s, a ten minute monthly podcast devoted only to fund-raising though i have a summer siri’s on grant seeking the latest is relationship building with foundation program officers and the first two in the siri’s were researching foundations and writing winning proposals like this show it’s always experts whose brains on picking for your benefit. It’s called fund-raising fundamentals it’s on the conical website chronicle of philanthropy and it’s also on itunes, continuing to wish you good luck the way performers do around the world because i feel like doing it. I don’t know it’s, just fun last week, you may recall, was from german, the german orthopedic surgeons house owned buy-in bro, because they wanted you to break. Your neck and your leg. Those the germans this week from australia, chuck us. I’m wishing you chalk us because in the early nineteen hundreds, chicken was a special meal and most shows paid performers fees based on how many people were in the audience. So a full house meant that the performers would be able to afford chicken after the show, and one former one performer would peek out of the curtain. And if it was a full house, they would tell the troupe, chalk us, which is the slang for chicken and now it’s used by australian entertainers before a show as a good wish for a successful turnout. So i’m wishing you focus. Our creative producer is claire meyerhoff. Janice taylor is our line producer and also my language instructor from germany and australia and others. The show’s social media is by regina walton of organic social media on the remote producer of tony martignetti non-profit radio is john federico of the new rules i very much hope you will be with me next week. That would be the twenty fourth of august friday two thousand twelve one two two p m eastern on talking alternative broadcasting which is always at talking alternative dot com. Hyre co-branding dick dick tooting. Getting ding, ding, ding, ding. You’re listening to the talking, alternate network waiting to get in. 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. 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Hyre 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 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. 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Nonprofit Radio for May 24, 2013: Twitter Tactics For Nonprofits & ASW FAQs

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

A picture of Melanie Mathos
Melanie Mathos
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Chad Norman
Melanie Mathos and Chad Norman: Twitter Tactics For Nonprofits

Melanie Mathos and Chad Norman, each from Blackbaud, co-authored “101 Social Media Tactics for Nonprofits.” We’ll talk mostly about their Twitter tactics.

 

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Amy Sample Ward
Amy Sample Ward: ASW FAQs

Amy Sample Ward, our social media contributor, membership director for Nonprofit Technology Network (NTEN) and co-author of “Social Change Anytime Everywhere,” has 5 speaking gigs this week in Washington, D.C., Burlington, VT and New York City. She’ll share the questions she was asked.

 
 


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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host it’s friday, may twenty fourth oh, i hope you’re with me last week, i’d suffer pilo nephritis. If i heard that you had missed a conversation with gary vaynerchuk, we found out from this new york times best selling author sought after speakers, social media consultant and wine expert. What insights his book the thank you economy holds for leaders of small and midsize non-profits one takeaway from last week treat your employees better than your donors and maria’s mixed bag maria simple, the prospect finder and our regular prospect research contributor had a few things for us ah conference reminder a tweak to google alerts and the report millennials and money from merrill lynch this week twitter tactics melanie mathos and chad norman are with me. They co authored one hundred one social media tactics for non-profits melanie mathis and chad norman and i will talk twitter and a s w f accuse amy sample ward, our social media contributor, membership director for non-profit technology network and ten and co author of social change, anytime, everywhere had five speaking gigs this week in washington, d, c and burlington, vermont, and here in new york city and she’s going to share the questions that she was asked throughout the east coast. My pleasure now, to welcome melanie mathis. First, she is senior public relations manager at blackbaud, spreading the word about their products, services, employees, customers and research. Before joining blackbaud, she worked as a development consultant and in the publishing industry on twitter, she’s at m e l emma tho, mel method and chad norman he’s, director of marketing at spark, a technology services company. In two thousand seven, he founded go green charleston, a technology focused non-profit helping charleston, south carolina area residents engage around the local sustainability community. He is at chad’s norman on twitter melanie chadwell comm thanks, honey. A credit to you. Yeah, tony. Thanks. Thanks for having to stay pumped to be here. That’s a pleasure. Thanks, chad. All right. Pleasure to have both of you. Um, your book is very tactical one hundred one social media tactics. But we need to start mohr strategically. Is that is that? Is that right, melanie? Yes. Way often refer to the book is a book about tactics has a sneaky strategy undertone, and we’ll skip well, we’ll get a quick little give away the one hundred first tactic. Is that a strategy? If you’ve made it that far and you haven’t thought through a strategy shouldn’t be implementing any tactics because you generally wouldn’t have a direction that you’re playing. George, right? And we’ve emphasized that on this show many times not just to jump into social media, but what are your goals? Why are you thinking about? Ah facebook page or twitter? Presidents are linked in group or a hashtag on twitter, which we’ll talk about s o you have some you have some advice in the book about strategy post chad, you wantto just brief us quickly on what post is about? Yeah, absolutely. The post method was actually created by gesture enough and charlene lee from their book ground swell and it’s just a really simple, easy way to break through like the scariness of actually creating a strategy, right? I think a lot of people hear that word and get a little freaked out and which is precisely why it’s in the book, right? Because then people just go straight to tactics. Like, well, i don’t really want to write down a strategy i’m just going to actually go through and, you know, implement some things quickly so the post melkis simple it’s just actually think about the people that you’re trying to reach that theo in post our p e and the o is objective like, what do you trying to achieve? Try to put some smart goals in there from numbers and things? Your strategy is the s and that’s sort of how things are going to look on the other side, where the outcomes you’re looking for and then finally, the technology or the tactics in our case, how are you going to implement or what do you gonna implement actually reach get those three things first, three things in order. We’ve talked a lot on this show with amy sample ward, who is going to be with me later about strategy and, in fact, the two full shows on march fifteenth and april nineteenth, we talked about her book that she co authored social change anytime, everywhere so we’ve had voted two full hours in the very recent past to that strategic thinking around online engagement, so now i thought this was a very good balance. Let’s do some tactical and i want to focus on twitter. That’s ah, you two are amenable to that? Absolutely no. Okay, it’s, a favorite goat can’t really it’s your favorite. Okay, okay, um, i’m glad you’re amenable. Otherwise we wouldn’t have too much talk about if you had said no, i’d rather not know. Then we’d be pretty much out of luck. So let’s start with something really pretty basic creating a twitter background. Um, melanie, why is this important for ah your strategy and how it fits into your general branding rather than just having some a default twitter background? Sure so read by non-profits surely take advantage of all of the different platforms and all the different space allotted to them personalized and bring your brand through to their communities, so that could be a twitter background. Google plus cover facebook cover whatever it may be, you’re given this st an avatar of background to tell your story and so it’s very important, i think, because not the visitors here perspective social accounts, that’s the first thing you’re going to see, they’re going to see how your organization is. Representing itself, and you should really be able to tell very quickly, but a nonstop is trying to convey it. So that’s, why it’s very important to put a lot of thought into the detail around all of your social branding, and you have a very good example in the book, the high veld horse care unit, can you maybe you, khun melanie, give a couple of tips either either using that as an example or just, you know, some general tips that you saw that that they did sure have a commission that is it’s pretty upsetting it’s all about ending cruelty to animals so they could have gone that route? But what they’ve chosen to do is to really provide a really uplifting photo it’s gonna fire people help them towards their mission of happy horses. So i think it’s hcc you is their twitter handle. I will get back to if it’s not, but what i like about it is they have ah, clear call to action. They have other ways that you can get in touch with the organization right there. They’re using this space wisely. They have one strong image, they’re on brand they’re using. The right colors, they’re using their logo and just overall it really reflects their overall lead presidents as well. And chad, how would we get started with creating a twitter background? We can’t go through, you know, we can’t go through all these tactical tips step by step, although the book is very good step one, two, three, four, five and but but how would we get started with creating our own twitter background? Right? I think you take a start, it like looking at what you want to have that back on, right? Like taking your brand and sort of interpret it, you know, interpreting that through the lens of twitter like, what does that mean on twitter? How could my background graphic look? Maybe look at some examples get some ideas of things you like then actually executing a strategy and what you want have on it’s pretty simple, you just demographics editor, whether that’s, photoshopped or one of the free ones that you can download or a graphic designer like he would have to happen on fast, right and pretty much you’re just kind of creating something from scratch, right? A good size to use is sixteen. Hundred by twelve hundred pixels that’s going to cover most most twitter backgrounds most computer sizes or they go really big if you’d like andi, i tend to recommend for people to actually do a full image rather than use the tiled approach, which we can create one small image in the tile it you’ve been a full, big, large image give you really good control over where the elements are going to sit in the background. So i think the idea that not over think it, you can find some good examples that you like and, you know, really put a lot of that good stuff in the upper left and then really make sure the rest of the page really looks great on twitter, right? Because you’ve got the chance to not only is your twitter background, but then customize the link color and some of the elements on your twitter profile page and, you know, again don’t spend too much time and because most people going to ingest twitter from a twitter client or something like that. But again, like melanie said, this is a great first impression opportunity, as a lot of times people are seeking. A proper for the first time on social and so make sure your twitter profile page looks off when they land there. You mentioned the upper left, you said important stuff in the upper left. What what’s that about? Yeah, so the upper left is a really visible part of the twitter profile page, right? You know you’re going to get a little bit if you look at the way the twitter page renders there’s a little space up there like a few hundred pixels, we can squeeze some stuff in there and then kind of moving down the left hand side, so we’ll be seeing a lot of people doing is putting a really nice brand image up there, whether it’s a photo are their logo or something like that. And then i have some information that the left side where you can actually put information about your website, maybe a leak they called action. You could maybe even includes some people that are going to be posting on your twitter account there so it’s just a good opportunity to throw some content up because we know people are people’s eyes on the web, go to the upper left. And there is a little bit of space there on the twitter profile. Okay, we know that that’s, where people look first when they go to a new page bilich upper left. Okay, do we know where they go? Second, probably just reading a book down, going, going to the right down from there, right, straight across, diagonally to the right. Okay, we’re gonna take a break for a couple minutes. Go away. Of course. Melanie mathos and chad norman, stay with me. We’re going to keep talking about twitter tactics, and i hope you stay with us, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. 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, 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. 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 big non-profit ideas for the other ninety five percent. I’ve got lots of live listener love going out to singapore. I don’t think we’ve had singapore represented before and in china, chung ching and beijing and also taiwan. So to everybody in singapore, china and taiwan knee how los angeles, california. Mira loma california in fort worth, texas welcome live listen to love to all of you and lots of other live listeners as well. Um, let’s talk some more about sort of getting started on twitter. Melanie and chad one of your recommendations is to add a twitter follow button. Melanie, how is this? How is this helpful or what is it sure so a lot of the tactics in our first chapter, which set up chapter, just focused on things that you, khun due to optimize all your channels and to really make it easy for you your community to engage with you. So twitter has provided these lovely buttons about four different kinds that you can actually put on your site or on your bog, and they have different focus areas so you can have a button that allows people to easily share a link like i’m sure people are super familiar with justin blogging platforms, but you can also use this for other valuable pieces of content, so think resource is not brochures. I doubt anyone’s going to get so inspired they wanted to share your brochure on twitter, but something that is going to be x stating maybe research or cool article in-kind follow button is probably the most used button behind that and it’s just a button that you can place on your contact page in a foot or sidebar on your site. Donation confirmation form is a good place that allows people just click right on your website and instantly follow you without having to go to twitter and do it there on the hash tag is another one that’s really good that you khun you can pre populate which hash tag? The tweet will mention so it’s, good for a campaign if you’re asking people to add their voices, conversation, et cetera and then the mention wantedto awesome one for asking questions and getting support. So perhaps you have online fund-raising support person who you could add their handle right there, so it’s easy for people to contact them. On their preferred channel, if it’s twitter so there are all kinds of ways to really incorporate into your sight into your different channels, and i want listeners to know that we’re live tweeting because the shows social media manager regina walton is in the studio so you can follow the hashtag non-profit radio. Also, we found the the twitter id melanie for high veld horse care unit it’s at h h c u regina found that gina found that no problem, of course you know we’re covering you, i put you on the spot, regina found it and she live tweeted it. But beyond that we’re live tweeting this shows you can follow the hashtag non-profit radio. Okay, melanie there’s so there’s a lot there. Where would you recommend putting the the content ad button with tzekel right by the title of something? Or where does that go on a block post or something else that you want people to share? I’m going to throw this went over the chad because he’s more of the technical implementation. He probably has a better insight on this. Yeah, so i mean a lot of time. This is that is in response. To the people that have, you know what, i’m supposed to put a twitter icon like on their on their pages, like you can click that and go to twitter dot com and follow from there, but the idea of having us followed button instead, it is a little more powerful and you can put it kind of anywhere but needs to make sense, right? You don’t want to put this in sort of your social sharing area where you want people to tweet a blogger post or like it on facebook, or share it on pensions or something this would go sort of in some other places, like alongside a twitter box like a weird showing your feed right? You can put the follow-up button right there and say, hey, i just want to follow, you know, follow from here, you can put it in blog’s sidebars you could put at the top of bottom of block post greatly labbate you’re about us, page, write a page where you’re listening out a lot of other ways to get in contact with you. A donation confirmation page is another great place where you can actually have it like hey, thanks. For making that donation here keep up to date with the followers on twitter and having just do it right there, your press room or even on a custom kapin facebook so kind of any other places where you’re trying to, you know, get people teo, you know, communicate with you more and follow you and give you give your contact information you mentioned the twitter feed how do we how do we put that chad in in our on our blogger on our site, right? So it’s it’s, another widget from twitter you can actually go to twitter dot com and their resource section, as well as a place where you get the followed button and you can actually get a nice live twitter feed. You’ve seen these on lots of different sites. It’s another tactic in the book and you can actually bring your live twitter feed onto your website, right, which is great for two reasons one and explosions all the great things they’re doing on twitter and helps get get that message out farther, but it also brings in dynamic, real time content to your site to make it more of a lively place we see. A lot organizations doing this even on their home page, where they pull in like their latest tweet, i think you may decide it does that so it’s just again, another way to bring twitter outside of twitter itself and put it on your website. Can you modify that chad so that’s not only your twitter feed, but it’s it’s the occurrence of any time that somebody uses your twitter id? Absolutely yeah, you can do it search results, you can do a hashtag, you can do just the profile so it’s very customizable both from my content perspective and from a design effective you can actually use the css and use some of the attributes actually make it match the html of your website, so it doesn’t look like like a placid on there, so you have very customizable bullet from a content and design perspective. How technically savvy do you have to do tow b to do some of these things? Almost almost not none at all, right? Both, though all the wages are customizable on twitter with a really great with the wig, what you see is what you get type interface we just kind of get select colors if you’re non-technical person, they don’t have access to the website your website. You may need someone what basically twitter dot com spits out a piece of code and you could take that piece of code and put it on your website. So if you can’t do that yourself, you just need to send it to the person that can and do a little we should just take a couple minutes so so really rates again dynamic conta countryside as well. So you mentioned if you’re not a technical person, so a lot of small non-profits i think run into this problem where they just don’t have a lead person on staff to be able to do updates all the time. So what does that really pulls a dynamic content? So when people go to your site it’s not gonna look like it hasn’t been updated in a month? Yeah, it doesn’t look like a site from two thousand three. Exactly. Okay, okay. Um let’s see? Oh, chad. So you mentioned your doing this? What you see is what you get so you’re basically designing it and then the twitter site this is this is all through twitter. Dot com will give you the code based on the way you designed it. Absolutely. Yeah. You just you selected another color you want the links to be and how you want the outline, the look and what the font should be. And you say, you know, i think it’s generate code or i forget the button is but and it actually just spit out some code that you can copy and paste on and that it’s a little nice little in bed code. And where do we find the resource is paige? Is that is that the the navigation barman twitter we goto our twitter page. Wait schnoll looked at out, milady. Did you have that on the top of hands? I think it’s, just twitter dot com flash about flash resource is possibly, um but again, i didn’t have that handup okay. That’s ok, i put you on the spot. So it’s twitter dot com slash about slash resource is ok. Ok. We like to like to share the detail here on tony money enough. So i like it. Get people, you know, get people started a swell as engaged. Okay, well, since we’re talking about all this stuff that could be on our site um, i’m going to turn to you still, chad, how do we make sure that our site is not getting too crowded now? We’re talking about these buttons and the background should have certain detail. How do we make sure we’re not getting too overwhelming? Yeah, absolutely. You want to avoid sort of the nascar factor, right where she’s got, you know, just tons of things kind of all clapped when one page again, you have to be strategic about it. You don’t want to just throw these things all over the place. You want to kind of think about when you’re designing any web page, what you want, the primary and secondary action for someone to be on that page, right? And so i think when you’re looking at, for instance, a twitter follow button that’s not going to probably fall into any of those two categories unless it’s a page about your social presidents are a page about reaching out to your connecting with you more so i think, you know, you really got to look at it from that perspective, right? When you’re adding anything to a page, is this? Is this contributing to the one thing i want them to do on this page, right? So again, get putting twitter but putting on extra stuff on there just going to detract from that so again be strategic about it. Okay, very important. Yes, we want this is all these tactics are part of a bigger strategy, which absolutely said, but merits saying again okay for you, melanie there’s a there’s, a recommendation in the book that you can personalize twitter and share, whose share with with visitors who’s doing the tweeting. Why? Why is that a good idea? Well, because twitter and facebook, it’ll get more crowded by brands, i think it’s even more important, to really personalize it and humanize organization people give the people and fund-raising right, and people communicate with people over a brand all day long, so if you’re doing it right, communicating on social should really feel very personal there much of a one on one conversation, and it often is if if you are doing it right, you are going to be you having those one on one interactions of advertise with your constituents so it’s nice to be able to present who’s. Behind this mystical organization accountants, you know who are the people that are actually behind it? They’re not robots, they have names, they probably have their own twitter handles and even better if you can add a photo to really human eyes who this person is that you’re communicating with its really going to increase engagement in the long run, you used the example of the humane society doing this very well, right? They have one thing they had several people treating on their account, that’s another really good thing to bring up is, you know, you’re going to try to get that consistency and voice, but everyone’s in a community a little differently, so just hurry up acknowledging that content organizations choose to even put initials on you, the author of the treated if it’s a team tweeting, uh, right now, i think they just have one person who’s kind of the face of their twitter account that if you go to their handle it’s very clear who it is and it’s a friendly face pompel durney can relate teo and have met hundred persons is very much the same when she portrays herself on social, so i think it’s really, really adds to the credibility of the brand and the mission. How do you manage this at at blackboard? Melanie so the blackbaud we have cheryl black who’s heading up our social now, so if you go to this site, you’ll see her face and her twitter handle right there, so people know exactly who they’re talking about, so you’re not hypocritical. You actually are following your own advice. Yes, actually, dad and i built the social program together a blackbaud and at one point, both of our mugs were up there because way were the voice of blackbaud but now we we’ve kind of handed over that torch, so people know that cheryl is the person that they’re communicating with. I have lots of hypocrites who our guests on twenty martignetti cafferata art, in fact, i tried to recruit them that way, you know? I like people who just have advice for others, so you’re an exception to that on admirable exception, both of you. All right, chad, where we’re going to share this? This personalization, these photos names. Where do we do this? On our site? Yeah. Again. You can sew the couple ways, i think. Melanie talked about having to be part of your twitter background graphic you can have it be a part of your on twitter, your description of the site you know where you talk about hey, this is who our brand is and by the way, the tweets or by so and so on and again, i think money may have mentioned some people do it on a twitter level. You’ve got five people actually tweeting you can do it like i think it’s a little, a little carrot and then some initials, so people at it that way you can also put on your website again when you’re when you’re talking, a lot of a lot of accusations do this in different ways, put out who their public faces are, who is talking, they could be on the contact that page, it could be in the press room again, just another opportunity to get that faith associate with the brand. I think it also goes both ways. We talk about being engaged to the to your supporters, into your audience, but also, i think, engaging the other way where it makes the person who’s doing the tweeting and doing the actual social activity feel a little more empowered within their own company, right? And helps them develop their own brand, which makes them do their job better, right? They become more invested. And so i think it kind of works both ways it’s really powerful tactic to get people were just really involved in really engaged in twitter on both sides. I’m talking with melanie mathos and chad norman. They are co authors of one hundred one social media tactics for non-profits the book goes much broader than twitter, we’re just focusing on twitter because on this show we haven’t talked about that specifically for quite some time. But the show there’s the book is much broader tactics in ah, all the social media sites um, we can we can make this even more personal chat with some actual, like meetings and getting to know people locally. You have some ideas around that? Absolutely so i mean, twitter is one of the best ways you can use it is to actually reach out and to attract new people right now, it’s a great public facing tool that people really looked too now as an extension of your your media arm. And an organization so there’s, definitely some great waste interact locally, so we talk about a couple of them in the book. One of the coolest things a lot of people don’t know about is a site called tweet aholic and there’s lots of ways to like look att who’s tweeting locally and who’s actually, you know, because the hashtag because of geo location but tweet aholic, take it one step further and allows you to, like you could dig in and see who are the top tweeters by city name, right? So you can look up a city like new york city or charleston, south carolina and actually see a list ranked by who tweets the most, who is the most followers? So this enables you to actually go out and say, like, hey, i want to find out who the fifty, noisiest people in charleston, people that i may not want to engage with. But, you know, people that if i could get them entrenched into my brand and the my message, they may re tweet us because they have a big influence over people. So it’s a great way to when you’re starting out sort of target. A local group of people that may eventually become your advocates and help you spread your message locally on another way to get involved in almost every city now has a hashtag right so new york city’s on this i’m guessing it’s probably n y c charleston’s see hs a lot of time it say your airport code or just, you know, whatever your tower goes by outlay is definitely ella for los angeles, so you can follow these hashtag you could put him in a search feed as many ways to contract it, but again, that helps you monitor the general chatter of a city, right? So you can kind of see who’s talking about what and you can use the hashtag actually put on your own tweets to get into that stream of people that may not already be following you. We have just about a minute and a half or so left. Melanie and i wanted to spend some time, make sure we talk about measuring your outcomes on twitter. You have some ways of doing that to see how effective you’re being. Yes, definitely, and part of developing your strategy is really, you know, defining what? Those measurable objectives are because everyone asks, how do i know what to measure? Well, if you know what you’re trying to achieve, you know what you want to measure, so there are a ton of ways to do this. Facebook has amazing tool built in with facebook in site where you can really get down to even very specific demographics gender location, something with you two really looking within your own website, really seeing where people are coming from through social referrals is very informative because some social networks pop up that you may not be on your radar atop channel for you and and specific to twitter you, khun, you can monitor your own name on twitter. You can you can even calculate your influence. You have ah, have a site where you can calculate influence what’s that so cloud has been around for some time, and now you’re seeing it surface in a lot of different tools who we now have krauz scores, which are influence scores, dealt right into profiles so that’s another way to really i d who your influence there’s are and how influential you are. Uh, if it’s if it’s trending up it says a lot if it’s turning down, if you want to see, you know what you’re doing differently, that kind of lessening your impact and your message, amplification and that’s, that cloud is k l o ut right, kale o ut, dot com, yes, okay, melanie and chad, we have to leave it there. Thank you so much for being part of the show. Great, thanks for having me, it’s. Been a it’s, been a real pleasure. Thank you both. Right now, we take a break when we come back. Tony’s, take two and then amy sample wards. F ake, use. Stay with me, e-giving thinking, tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network duitz nothing to get. Thank you, cubine. 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. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Oppcoll dahna i’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fun for unicef, you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back, maura live listener love joining us from asia, new delhi, india, and joining us from new zealand christ church also italy. But we don’t know your city in italy, you’re you’re masking yourself or we just we just can’t see you. But welcome italy born jar no um, norcross, georgia, new bern, north carolina, jersey city, new jersey, jersey city i used to visit new jersey city over on ah, what street was that? Where my grandmother lived? My father was born, mcadoo have mcadoo have in jersey city that’s? Probably not the part of jersey city you’re in, but but jersey city, new bern, north carolina and norcross, georgia live listener love to you time for tony’s, take two on my block this week, i feel bad for the irs determinations unit that’s, the irs office that is accused of unfairly scrutinizing and delaying applications for tax exempt status from mostly not exclusively but mostly conservative political organizations like the tea party and but i have been seeing that office struggle for years because i’ve seen applications for tax exemption routinely take close to a year, and i personally know groups that have waited more than a year even there was an automation project, the form that you fill out to get your tax exemption from the irs is formed ten, twenty three, and there was supposed to be an automation project where you could fill that form out online. Then they delayed the launch of that, and then i stopped hearing about it. So i always thought that that was bad news, you know, not a priority among the irs development staff toe automate that on and then in two thousand eleven, there were two hundred seventy five thousand charities that lost their tax exempt status, and tens of thousands of those reapplied they didn’t want to lose their tax exempt status. They were still active organizations, they re applied and to that same unit, so tens of thousands of new applications probably came in within months, i’d say of when that that iris loss of exempt status list was issued. So, you know, i just think that i’ve been seeing this determinations unit struggling for years many years as i’ve been around non-profits and i think it just came to a head and people were trying to be more efficient and flag something’s and categorize. Something’s and that turned out not to be such a good idea, but i don’t think it was politically motivated. I think it’s ah, staff people trying to just be more efficient, there’s more about that on my blogged at tony martignetti dot com, including some links that i have, and also including links that some commenters have had gotten some very good comments with with links to that post called i feel bad for the irs determinations unit and that’s tony’s take two for friday, the twenty fourth of may twenty first show of the year and also want to wish you happy. Memorial day long weekend coming happy memorial day and thinking about our our veterans who gave the ultimate sacrifice that’s what memorial days about? So we want to keep that in mind. Amy sample ward is with me now, and we know that she’s, our regular social media contributor, we know that she’s, the membership director at non-profit technology network, and we know that her most recent co authored book is social change. Anytime everywhere you may not recall that herb log is at amy sample war dot org’s but you probably do recall that on twitter she’s at amy, r s ward. Welcome back in the simple word. Thank you. I feel like maybe you’re experiencing ground hog day, and so for you you’re just like, oh, i have said all of this so many times you may recall it may recall it alright, but maybe some people don’t recall it. We could maybe, just maybe, the rest of us aren’t experiencing ground hog day. All right, welcome. I don’t know why. Why my welcoming you? Because if we if i don’t allow you to speak, then i’m at a loss for what to do for the next twenty minutes. I guess we’re gonna have to go ahead anyway. All right. You’ve been travelling. I saw you checked in laguardia airport like seven o’clock this morning. Yeah, that’s when i landed with seven a. M from where? From burlington. Okay, early flight from burlington. Yes, but i’m since four. Thirty. All right. All right. So you’ve been on the eastern seaboard this week? Yes. I have been taking a tour of the thunderstorm region and experiencing a lot of high humidity and sudden downpours. Okay. Yeah, well, welcome home. Thank you. You’ve been talking, i guess, about your book. Yeah, about the book. And and, you know, some of the events have been q and a’s. Some of them. I was joined by alison cape in and we did it together, and others were more like hands on workshops really focused on getting organizations kind of from the from the very beginning stages of maybe having a facebook page, but they don’t know who set. It up, or why? Or maybe not even really engaging much online and and just having an email newsletter, and that was it, and helping them figure out how to how to have some strategy and resource is in place so that they could go start engaging. Alison kapin of course, your co author of the book, how long do these workshops go? I mean, how long’s it take to get people to be more more savvy and strategic about what they’ve already jumped into and are not doing very well. It does not matter how much time the event is, people will say it was not enough time, you know? So i’ve done workshops that air just a knauer long i’ve done workshops that ahron entire eight hour day, and you get to the end of eight hours and i can barely speak out loud and certainly don’t want to hear my voice any longer, and yet people are like, so can you come back tomorrow and we’ll keep working on this, you know, because i think there is that feeling that when when someone who’s gone gone down the path before comes back to the beginning of the trail, you know, and is willing to go with you, will you don’t want them to just go the like the first mile of the hike you like, no take whole appellation trail is pretty long, you know, george, i don’t want you to leave me now, so but but ultimately the point of the workshops at least those that that i’ve been doing recently are really to get people not to a place where they leave the workshop feeling like, well, i have my strategy in place, i have a community map finished, you know, i know every piece of content i’m ever going to create, but instead they know how they can go create that content plan and how to create a community map so they can go do it with their staff, because ultimately, i don’t know what they dio i don’t know what their strategic plan is, so they can take it back, work on it with their staff and put something in place that makes sense for them. Okay, so let’s, talk about some of the questions that you’ve been getting talking about brought issues, certainly and right, but why don’t you start to share? What you got for us? I have a long list after five events i was so you’re you’re speaking is not very good because people have millions of questions you and as you know, i’m anticipating the questions, which is what a good speaker as you know, i find it very hard t just talk and talk my way talked about your that yes, exactly. Tim sample on the line, i don’t know what way have oregon. So the first one that i that i got consistently almost every event wass you know, not not so much the how much time should we invest but the why does it take so much time? Why, you know as if they assume they’re doing, they’re doing facebook wrong and that’s why it’s taking time? And i think it was really indicative that there is still no matter how much we hope it goes away, there is still the sense that you could just create some social media profiles and bam, you’re going to have a super engaged community that wants to, like, take that video viral like whatever it’s going to be and that’s it it’s not a silver bullet, you know? Social media is a place where you can you’re gonna have to invest time because it is a it’s, a slow burn, you know, you’re just going to build that community over over time, and it will continue growing if you continue investing time and, you know, all the rest. But, you know, people were really disappointed. Like, why is it taking me so much time to use facebook on overtime meaning years, right? This is long term stra, tragic engagement conversations, all the stuff that, you know exactly exactly, i mean, you know, some of those organizations, for example, that chad melanie we’re talking about and pointing to his great examples, especially using twitter. Well, they’ve been using twitter, most of them, you know, since two thousand seven eight nine and it’s been a while, you know, and and it’s not because they they joined twitter because they thought it was only going to be here for a year, they joined it saying, ok, well, you know, our communities out there, i think we can engage let’s just start engaging, and we’ll keep building on to what we’re doing. All right, you’ve got to recognize this is a long term right, irrespective of the platform. Exactly. Exactly. And, you know, even if for some reason, you know twitter shutdown tomorrow permanently, you’re going to have to go somewhere else and start building because the community also does the same thing even as people you know, when we join a new platform or go try out a new tool it’s not like we instantly all have our, you know, three hundred high school graduation friends that have somehow found us already. And, you know, even as individuals, it takes time to build up how you use a tool in what you’re who you’re following, etcetera. So why should it be different for an organization? Ok, another question that we got a couple times wass what if we don’t have any fans? What if we don’t have any followers? Like, how long do i use facebook before i stop? You know, how long do i use twitter before i stopped? Because well, you know, we don’t have any fans right now, so what? Why should i post? Why should i log in to facebook today and post something if i only have two fans and i totally understand that the emotional side of that question the like but no one’s listening to me. So why am i going? But again, think about it as if it wasn’t social media. If your organization said okay, we’re going, you know, pilot this new programme, we’re going to create a new service and day two of this new service no one shows up at your clinic. Well, you’re not like sorry. Yes, the service is done. We’re no longer providing, you know, health care checks because no one showed up today. You would you would laugh and think that that’s so silly, you know, if it was an offline thing, you would say we have to commit to it. We have to just say, you know, every day at nine o’clock we opened the clinic doors well, same on social media, obviously not to the same maybe extent, but you still have to say ok, every day we’re going to post something so that if and when people do come it’s it’s a living place it’s not, you know, a ghost town, social profile that’s never been used so and again, creating that consistent content that is valuable lets you share it with people. Let’s, give it, tell other staff, hey, we posted that report, you know, like melanie said, if you have a great new article or some research posted up there, even if you don’t have a lot of followers and friends, and then encourage the people out, the organization partners you work with to share it, but to share it from that social platform instead of just from your website and encourage people to go there and again, it’s, like, you’re going to have a thousand fans overnight, but you’ll get those people who said, oh, you’re oh, that research, you know, it’s really interesting i’m going to like your page or follow you on twitter in case you have more of that. So again, it’s it’s more of the commitment to being consistent and less of the well, no one’s here, so i don’t wantto play in the play room by myself, but is there a point where a new organization should say, you know, we’re just not we’re not getting any traction, maybe our constituents just aren’t interested in facebook or twitter. Yeah, i definitely think so, and that isn’t going to be decided in in a month, you know that comes over time when you know that you have given it a really effort, but it also goes back to things we’ve talked about on the show before about not creating social profiles unless, you know, your community is even using that platform or starting a strategy exactly. Exactly. So we, you know, for example, that one of the events yesterday in burlington someone said, you know, i’m hearing people talk about instagram, should i use instagram? My community is, you know, he described his community and i said, well, it sounds like and i don’t want to be making, you know, extreme generalizations, but it sounds like your community probably is not one that has ah lot of smartphones, you know, it’s, not a bunch of iphone users, and he said, no, probably not. Well, if you don’t, if you don’t a camera phone, you’re not using instagram. It isn’t that they’re not interested in photos as a general medium, but they’re not gonna have that app, so don’t feel obligated to go just create profiles every time you hear of a new application. Follow your community to those platforms so, you know it’s worth being consistent. With content, we gotta take a break. Go away for a couple minutes. Amy sample ward stays with me, and you should, too. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. 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. Talking alternative radio twenty four hours a day. Durney go live listener love for bridgeport, connecticut, new york, new york welcome, seoul, south korea. Anya haserot and very glad that things have calmed down a bit on the korean peninsula. I think it was just five weeks ago or so five, six weeks ago. You know what? Saber rattling and i mentioned it as i was doing live. Listen, love, i’m glad things have quelled a bit. They’re very, very, very glad of that. Kawasaki and tokyo, japan, konnichi wa and we have an unknown live listener in japan. You’re masking yourself. Well, we just can’t find you, but konnichi wa of course to the unknown japanese listener. Okay, amy, um, we finished offgrid instagram pretty much, you know, you don’t belong there. Really, if you don’t. If you don’t think your constituents have smartphones because it’s a smart it’s an app, right, right. Ok, what else you got for us? For your from your travels? Well, i have a few more. So one that came up in a in a couple different cities was the question of, you know, unlike the last question, you know, we don’t have anyone no one’s, no one’s liking us on facebook instead. What if we’re getting plenty of likes and they are not the right people? Oh, now, how are we defining the right people? Well, i i asked the same question think they were just like, you know, oh, they’re not the, you know, donors, and we only want donors or that’s what they don’t have a lot of following people follow us, but they don’t just tell us how you know, these were examples of, uh, primarily youth facing organization’s getting some, not pg thirteen appropriate accounts are connecting to them, okay on i and i think this is an interesting one to bring up because for some organization, you know, like they’re just if they’re just following you on twitter, for example, you might not even but you might not go through your followers list because maybe you’re just paid attention if they’re adding you or something, you know, if they’re if they’re replied you directly, then maybe it would get flagged to you, but to chad and melanie’s example of including on your actual website or on your actual blawg page, the follow or like us on facebook, widget, a little button and it and if you do that you can have it show, you know, that other people have have liked the paige, but you’d showing up on your website and they they have that because they wanted people to see that social like, hey, lots of people like us, you know, as soon as you went to the website, but unfortunately, that meant you would go to this website focused on youth services and see a string of inappropriate facebook photos along the top of the website and so their their community manager there, you know, the staff people that were managing those accounts felt like they had to at all times have the home page and facebook open so that they could refresh things frequently throughout the day. And if they saw a new person pop up, they could go into facebook and block them from the page or go into twitter and block them from the twitter if they’re inappropriate. Exactly. And that and and so that’s the whole other side of well, first you’re trying to just get and you know, that idea of i just need to get people to the page, and now you’re thinking, oh my gosh, these horrible people are on my page so, you know, how do you deal with that? And then again, i think it really does not exclusively you’re still going to have to do that physical management of deleting people are blocking people, but it comes back to content if you’re making it very clear that you are there providing services and not necessarily, you know, connecting people with youth, then then again, you’re setting the tone that this space is here to talk about the service they were, they were probably pretty clear about that. I mean, odds are it’s the person who was asking the question with people because these are multiple we got this a few times people who ask these questions, probably their sites are very pure and youth oriented, but they’re still getting inappropriate followers and friends. Well, i think the difference is that it’s it’s connecting facebook and your website, your website may be very clear what you d’oh, but often, organizations wantto have more of the like fundez social content on their facebook page, so that may mean they’re facebook parties is photos, events, etcetera, so on that facebook page, it may not have the same kind. Of institutional feel that the website does okay, so do what you can managing moderate, yeah, exactly, exactly on and then one more for tow highlight for today at the first time, i’ve gotten this question at these kinds of events, you know, normally get this question from people like you, tony, but instead i was getting it from, you know, normal citizens, and they were saying, well, isn’t facebook dead isn’t isn’t twitter just for like young people. Now i write an article that, you know, all these kids left facebook, and now they’re using twitter so all the adults should leave twitter very interesting perspective, that article i ask, such as, i’ve never ask questions like that. Well, you know, i think you’ve probably asked it in a more, you know, theoretical what’s the future. Okay, well, that’s much more insightful, but the undertones of is it a valuable place? Is it worth investing in, you know? And i think for those people they were coming at that question from well, if if this person says it isn’t, it isn’t going to be around for a long time that maybe i wouldn’t have to waste my time today. And i understand that feeling i have the love hate relationship like all the rest of us do with some of these tools, but at the end of the day, until we see that facebook really is dead, or we see that twitter is apparently only for young people like some article that that person read, they are still having huge engagement. There are so many daily active users, monthly active users, even in our own, the report that we do with them in our strategic services, the e non-profit benchmarks report showed that in two thousand twelve the non-profits that that we study and have access to their data for this report had over two hundred percent growth in their twitter fan base or follower base, so that may happen. A facebook could maybe be gone tomorrow, but today it is here and today there are millions of people using that platform, so you could say you don’t want to invest because maybe it could go away. But you have your trying to get people’s email address, and they unsubscribes it’s the same feeling if it if it is the channel that they’re choosing and that they’re there it’s worth engaging in and again, you should have a strategy that isn’t based on facebook. You should have a strategy based on engagement so that you can be nimble. Facebook goes away, you pivot. Go to the tool where the community is an example would thank you for sharing your f excuse for this week’s trips, of course, my pleasure next week, it’s going to be archive edition, but i don’t know which one s o if you have a show in mind that you can’t find, sometimes i get emails. There’s there’s woman on i can’t remember her name. She talked about this, but i searched your site and i can’t find it if it’s something like that. If you have a show in mind, you can find let me know on twitter or linkedin or facebook, and if i replay your suggestion next week using that show, then i will send you a social media roadmap, which amy gave me several of and i have one left, so if i use your show all ah, i’ll send you my last social media road map insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities are listening to the show each week. If you’d like to talk about sponsorship, contact me through the block. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and janice taylor is our assistant producer. Shows social media is by regina walton of organic social media, in the office in the studio, i should say this week, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. We’re going to be on the road very soon, not too far marriott marquis in times square for nicey fund-raising day, and then in october, will be at bebe con. So that’ll be cem cem road tripping for the remote producer. I hope you will be with me next friday. Wanted to eastern for the archive show at talking alternative broadcasting at talking alternative dot com. I didn’t think you did a good ending. You’re listening to the talking alternate network duitz waiting to get into thinking. Nothing. Cubine 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 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, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two 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! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Hyre 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 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 isaac tower radio in the ivory tower will discuss what’s important to 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. Very 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. Talking dot com. Hyre

Nonprofit Radio, March 1, 2013: Press Pause & Divine Devices

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Julie Funt
Juliet Funt
Juliet Funt: Press Pause

The daughter of Candid Camera’s Allen Funt, Juliet Funt is a consultant to Fortune 100 companies and a motivational business speaker. She wants you to make time in your life for White Space(r). You’ll be less stressed, more creative, sleep better and be more productive. Relationships will flourish. She has a kids version too. We’ll do a White Space(r) together.

 

Scott Koegler
Scott Koegler: Divine Devices

Desktops, laptops, tablets and handhelds. Scott Koegler has tips for picking the right device to fit your budget, work style and personality. He’s the editor of Nonprofit Technology News and our monthly tech contributor. (Rebroadcast from August 17, 2012)

 
 


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.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent it’s friday, march first. Oh, i very much hope that you were with me last week. It would cause me mortal pain to hear that you had missed donor-centric j love is the ceo of bloomerang we talked about holding on to the donors, you’ve got because it’s much cheaper here, cheaper and easier to keep a donor than to replace one. Jay had strategies to help you and maria’s sites maria simple, our prospect research contributor and the prospect finder kept up her reputation as doi n of dirt cheap and free sites she reviewed donorsearch and list select this week. Press pause juliet fundez, a consultant to fortune one hundred companies on a motivational business speaker. She wants you to make time in your life for white space. You’ll be less stressed, more creative, sleep better and be more productive. Your relationships will flourish. She has a kid’s version too she’s, the daughter of candid cameras, allen funt and we’ll enjoy a white space together. I hope she’s gonna let me do that with her and divine devices desktops, laptops, tablets and handhelds scott koegler has tips for picking the right device to fit your monthly budget, your budget, whether it’s monthly or annual, your work style and your personality. He’s, the editor of non-profit technology news, and he’s, our monthly tech contributor that’s, an archive feature from august seventeenth of last year that means it’s old but it’s good and worth rehearing between the guests on tony’s take two, i contribute to the non-profit the fund-raising for non-profits blawg, and i’ll share what i’m doing over there. My pleasure right now to welcome juliette fund for more than ten years, she has worked with organizations to flow the norms of business for the better she’s, a nationally recognized expert in coping with the age of overload in which we all live and work as a busy corporate speaker and consultant, business owner, wife and mother, she practices on a daily basis. The white space concept that she will share with us generally actually prefer to have hypocrites on the show who who have advice for others but don’t use it themselves. So juliet, we’ll see what happens you’ve already heard you’ve already hurt her, chuckling. I love it with us. From los angeles, i’m pleased to welcome juliette fund. How are you, julia? My pleasure. Thank you for for a sharing time with us and your expertise? Um, what’s the problem, juliette, that white space is supposed to be helping us with it’s, the daily overload and the way that we all sit down to our work in the beginnings of the day. And we have grand aspirations for doing a lot of things. And then we end up segueing into reactivity through the entire day. Because there is this task assault for most people, where they sit down at their desk or their laptop or wherever they work. And suddenly the world floods in and the rails are ideas about what would have been good. What would have been a nice way to spend the day and then there’s all sorts of other tangential problems that occur because of that overload. And that task assault problems that ding us in the areas of productivity and engagement and creativity. Then the friends, he kind of takes place and continues at home in our brains. Where were you with our families with sleeping while we’re trying to have what we used. To call a weekend and so we have a hard time separating from it, and the problems that it provides in the work week are only then amplified by the way that it makes us stressing guilty about the way that we can do what we want to do when we were with our loved ones. So it’s, really, when we do white space work, we always tag back and forth. Although most of our businesses around business there’s really a lot of personal applications well and what are some of the impacts of this task overload? Well, people are just plain stressed to begin with, they’re not as engaged. They don’t feel good about their day at the end of it because they have an accomplish what they hoped, and we see creativity scores going down actually, for the last eighteen years, that’s not only task overload causing it, but both adults and children are you seeing creativity scores go down and down and down and that’s a bad pairing with what we see on the business sign, which is that fifteen hundred ceo that ibm just creativity is the most important leadership competency of our future that’s on one side on the other side, our ideas, they’re just withering in front of this constant motion and constant dizziness. We just can’t have ideas in that environment. I hate that feeling you mentioned once or twice at the end of a day, or even even just the end of an hour where it’s it’s not i didn’t do what i had hoped to do in that hour or that day, right? Well, we can’t seem to regain control in a business environment. A lot of it has to do with what i call the four horsemen of the apocalypse, which is email power point travel in calendar who’s the basic elements what did you what did you call it? The four horsemen of what the corporal corporal apocalypse we call corp aka lips. Okay, but incorporate or in a non-profit er, if you’re a solo printer, wherever you are, usually your meeting calendar in some form another, even if those meetings or just conference calls or and your email and they need to be producing decks of some kind and the perfection around those decks and travel or calendar management, those consolidated areas tend to be the biggest pain. Points. But there’s also a lot below them. You didn’t mention texting. Should we have four horsemen of five horsemen? Actually, should we have, like, a dozen horses, really be its own horseman? I tend to focus on email because if we really had to find one bad guy for most of us in terms of time ravaging, it would be the power point deck. You know that thing? That thing just eats at me. I miss transparencies and little little find markers that we used to write with on the those big, bulky, noisy overhead projectors. Yeah, i missed a little. Those little transparency, those little acid tate sheets. I’m talking king. I mean, i miss just going into somebody’s office and saying, i got an idea. Can i bounce it off you for five minutes now, people say, come back to me with the deck and then people go off twenty seven versions and take all week and see, i think in some way are verbal skills are after seeing because they keep going back to let me write a deck. Let me write a deck it’s also getting in the way of just being able to say let me scope this out for you. And then, if it’s worthwhile, let me spend half of my work was riding it. I also miss those overhead projectors. Because i was one of the few kids in high school who knew how to change the bulb. Specially made me very well. Yes, thank you. So, do you recognize that so quickly? We’ll have been together for a few minutes. Yeah, maybe very popular among the faculty att the high school. So we’re going to we want to press pause. I know. That’s, your phrase. Press pause. Are we scheduling this time what’s our logistics for preparing for whitespace. Okay, so the first thing we have to do is understand what white spaces. So what white faces is either an improvisational or a scheduled period of time or thought that we do whatever we want with that we reserve for the area for which we have no plans. It is that flexible, fluid, open thinking time and pausing time that we used to have more of. And then once we have it, there’s quite a lot of ways that we can implement it, that the most important thing is to lace. Our days through with these small pauses. So, for instance, we have executives who will take. I just got off the phone yesterday, hearing about someone who blocks two to four hours of thinking time each day on their schedule. Well, that must be a very low level person who has nothing to do, right? Well, no, it’s, not and that’s what’s. So funny. Sure. Have you no, nothing, no ability to plan their days. And the higher up the chain you go, the more the luxury item of time to think is something that we have discretionary choice but that’s. Quite a grand white. Yeah, too, right? Yeah. That’s. Quite grand. Um, white space can be taken in little sips like a glass of water you keep on your desk and you just take little sips through the course of the day is breathe and paws. We’ll be in and longer periods where you grab a half an hour an hour that’s on your calendar and defended and premeditated. And during that time, you sit back and really just let the mind go as it will. They’re one of wonderful things about it. It’s really nimble and once people have the word white space and they added to the lexicon of their life then they find ways to you that maybe aren’t even what i would prescribe it’s just reminding them over and over that space is not the enemy and that word itself being in your language reminds you that space is not the enemy, so this can be improvised or planned improvisation doing an improvisational, he sounds like fun, like you could just say, i don’t have anything to do for a couple of minutes. I’m goingto what would you say? I’m gonna have a white space? Or do we want special? There’ll never be anybody who ever meet at their place of work and says, i don’t have anything to do for a couple of minutes unfortunately mean that, well, a call mike that canceled or somebody might be running late and you find yourself in it happens, yeah, that’s that’s true, we call that forced white face when your system to reboot or someone’s later, you’re upleaf unfortunately, because of our handheld devices usually weaken gobble that time right back-up the second we have an elevator ride or waiting for a dentist or any moment. Of unaccounted time. The cellphone and smartphone will allow us to immediately insert technology fix into that cause the white space, even in those times, needs to be a choice and needs to be purpose. Okay? Yeah. And moments of forced white space when you’re when the world makes you wait when the world makes you stop, that is a beautiful place to just abstain on purpose from filling mindlessly with the next little thing. You could be checking off your list. Yes, right, right. Even when it’s not on your list, you check. Checking now. Having this list, mirage that we’re just going to keep checking things off. And then one day we’re gonna open our list in-kind flank. You know it? Never. It never is going to happen, right? Never is. I’m sorry to be the purveyor of bad news, but no that’s, not that’s. Not coming any time soon. It’s list it’s a relationship emotionally that we have with the list of the constant work in progress that that’s more important in terms of grabbing white space. But i can give you if you like a few simple applications of where white people live. Yes, we’re going. To take a break. First, though, juliette. Okay, andi, when we come back, of course you’ll stay with us and hope everyone else does, too, will have a little live listen in love, and we’re going to try. We’re going to try a white space, we’re going to do, ah, a short, white space. Somehow we’re going to figure this out, okay, everybody, stay with us, all right, talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m rick, a keg, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. 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, get your human resource is in touch with us. Website is improving communications, dot com that’s improving communications that calm, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com durney welcome back to big non-profit ideas for the other ninety five percent. Time to send live listener love. Tustin, california. Atlanta, georgia. Vincent, ohio. Philadelphia, pennsylvania. South hadley, mass live listener love going out to all those cities and states. Wasilla, alaska. I love wasilla that is the hometown, or at least to the town where sarah palin was was mayor and then she became governor. That’s wasilla. So, if, if you know sarah, give her our regards, but if you don’t, we know wasilla live, listener, love all those places, and juliet fund, have a little. I have a little love for you, a little guest love. If you hold on one second, we’re goingto, hopefully, this is gonna work standby. Yeah, i might call you when i first moved in. This is just one funny story. Uh, i have a drugstore and a woman ran in. She was absolutely beside us off. Her husband had reached for the wrong box on the medicine cabinet and taken poison by mistake. That’s a funny story. He was home on the floor like kicking, you know, when turning blue and everything. It was a real emergency. She needed an anti dote desperately and was a very tough situation. And it turns out the druggist was allen funt. That is that is woody allen on the jack paar show from december nineteen sixty two. Well, woody allen was on candid camera a couple times. He was one of them. He did it sketch about dictating a letter to his secretary. He was dictating a love letter to one of the greatest candid camera bits of all time. Oh, excellent. Before his before, he was widely so widely known and recognized. Yes, when he was really cool. Hoexter figuring it out. Excellent. I found that clip and i would hope you have some fun with it dahna great let’s. Say, all right, so what’s, our next step leading up, tio, we’re going to do maybe a twenty second white white space to get. Well, it seems like getting the grammar right and helping you there is probably gonna work. It takes some white space or we have some white space has its way. If we were to have some white face on the show, i would first need to give you a little tiny primer of what it is and what it is not. And then we could do some time. Dwight. Space, if you like. Okay, i thought. We’d do it for, like, twenty seconds or so. Great. Okay, no way would have won. I’m sorry. We would have won twenty seven it’s. Ok. Well, that and that’s. Wonderful. Because one of the things that i said about white faces, people just go with it where they want. So if you want to take a white space that’s just fine with me, the butt white spaces, not meditation. And this is one of the most important things, especially with a mindful audience to explain, because if we say let’s, do twenty seconds of white space in a few minutes, we people will not know what to do with their brain during that period of time because it’s, a foreign thing and what they’ll think they’re doing is meditating. And i need to just give you the primer of the difference. So meditation is about taking your mind and disciplining it to return over and over to a single point of focus, whether it’s breath or a guided thought or something along your candle. Now, the the analogy i use is that meditation is like taking your dog for a walk on a leash and you keep saying hell hell hell, you’re pulling it back to this concentrated point of focus. White space is like taking your dog for a walk and you take the leech off and you hit him on the button. You say go white space is about freedom of thought, improvisation of thought, and it has no parameters of what the mind is supposed to be doing. In fact, that’s how we ebb and flow around and end up a creative places is that we’re not on a driven reasoning agenda in which the mind thinks differently than when it has this freedom. So if we were going to do twenty seconds of white space, what we would ask everybody to do it, stop multi tasking for a minute, which they’re probably doing stop that, put all that stuff down, put both feet on the floor and take things out of your hands and just we would weaken time twenty seconds and just let them see how it feels. Let your mind go, okay? And i’m goingto participate, so i’m going to ask sam. Sam is not gonna get away space because he has the time to twenty seconds. Otherwise i’ll be looking to stop. Watching i want my mind won’t be frito race. And andi, i like the analogy of being hit on the butt too, with the newspaper. Okay, you know, before you do it’s great that you said the word race because just so you know, in your early stages of discovering whitespace, whatyou will mostly experience is just the blender of your mind. You know, you stopped the blender and all the stuff that keeps going rahr. So you just be probably thinking about what you have to do next and that’s pretty typical, but just see if there could be a little freedom or exploration and they’re not guided just free. Okay? All right. So sam is going to top janis. Janis will tap me on the knee when twenty seconds are up. And listeners, i hope you’re taking this to heart where we’re going toe. We’re gonna have a white space. Alright on, don’t we? Can i keep my eyes open? You can’t do anything right? It doesn’t matter because we’re not meditating. Okay, okay, why don’t we start sam? All right, that is our twenty second white space that we just shared its okay to share await space, right way. That goal is for individual team or organizational used so you can be on a person, a person level or larger and, you know, it’s funny as we’re having white space, what was occurring to me was if i could tell a little personal thing, i have three little kids and their little so i don’t go out much in the evenings, and i’m starting to do this new thing, which is wednesday night is mommy’s night, and mommy goes out and see it’s, i’ll go out of seven and see later, go to bed with daddy and it’s, a very new thing. When you’re very, uh, into your little kids, we tend to say, i tend to be home every night for bedtime. No, i was i this wednesday was just my third wednesday, and i sat there in the cargo have no idea what to do with myself. I am free, and i have no clue which direction i stephen drive and so the analogy that often people have a little white space and they just they sit in the car. Just i have no clue where they will go with it. And what i find them believed that the more we take it, the more there will be clarity in terms of what it should feel like. But that little twenty seconds is all it takes in between a meeting getting out of a car, finishing a tough emotion. Just those pauses. Mine was can i share mine? Okay, yeah. I went back to meeting someone. Who’s been a friend for years on dh. When we first met on the a train here in here in the city, i was on that. I don’t know why i was thinking of subway. And then i went to this meeting to meeting this dear friend alice who’s been on the show. Um and she’s been on and she’s been a friend for years. I don’t know. For some reason, i went back to that meeting her on the a train. And in addition to the pleasure of white space, the creativity benefit. I believe that when we left the mind, go in the nooks and crannies that it feels like maybe you start thinking about the subway and then you start thinking about alice, and then you remember that alice loved apple pie, and then you remember that apple pie has a double crust and you think, oh, my gosh, i’ve been trying to invent things for our computers skin that were inventing and it’s a double cross that’s the analogy that being and then suddenly you’re in the ah ha moment on that’s you can’t know where it’s going to lead and that’s part of the benefit on beautiful creativity that we’re lacking that were that were definitely hurting in and, you know, we’re hurting in a lot of organisational whitespace aspects to i don’t know how many of your listeners go to a place where lots of other people go during the day, but even the silliness of scheduling meetings from three to four and then the meeting that follows it from four to five in a different location, you have to be on star trek to go from that thing together. I don’t know how you do that, so that ten transitional minutes of white space in between two meetings allows an infinite amount of thought and rest and break to occur that that then leads to so many other wonderful things, so they’re khun b time centric white space, mind centric white space it’s, very nimble let’s talk a little bit about well and let me remind listeners i’m with juliet fund and she’s, a consultant to fortune one hundred companies and motivational business speaker as well as consultant, and you’ll find her at juliet j u l e t front a few anti dot com let’s talk a little bit about white space with kids your time with kids what’s what’s your message there. Well, it’s important to know that there’s a pretty strong separation in terms of when we’re doing whitespace for business. We don’t talk about whitespace for kids, but i have a personal passion about the fact that most children these days are busier than any fortune five hundred ceos, so and they’re incredibly starved for white space. They are incredibly starved for this improvisational creative time where we i’m saying, we don’t know exactly how old you are. Forty six we used to go out in the backyard and we just make stuff up for hours and and we made dragons and dinosaurs and demons out of nothing and in our minds, and that happened because of the vacuum of planned activity. They don’t have that now they go from thing to thing, to flute, to spanish soccer toe homework to karate to dinner to grip, and they’re always on their little mission. So it is a huge passion of mine to help families reclaim that unstructured time. Help adults figure out how to model in front of children that every second is not supposed to be a moment of activity and productivity and construct ihe vitti to just have some moments where there’s just open this, um, even the weekend for average families. You know, a lot of times the dad wakes up, and as soon as his eyes are open, his brain is flooded with the home version of his things to do list he’s got to do the gutters, he’s gotta do that duct tape. That piece of the whole he’s got theirs got all that and the woman is organizing in garage, failing and multitasking and going to birthdays and retirement party that we weak blood our weekends just as much as we blood our business day, and we don’t have enough family time where? We look at each other and just say when we feel like doing it’s like nothing, we feel like doing something spontaneous, i think there’s great interpersonal thing that we’re taking for that, um, how do we say no to the kids who want to be going from soccer’s flute, teo tennis? Well, there’s, two types of kids there’s kids that want teo and the kids that are being pushed to and in our, you know, very strange, obsessive progress these days from kindergarten to college, people are obsessed with their kids being forward, moving and the best of everything, and you know, they’re they’re working on their little resumes when they’re at the happy turtle preschool, making sure that they’re going to be in harvard someday. So, first of all, there’s a lot of mind changing that needs to happen in terms of letting kids be kids in my personal opinion and not necessarily cramming their brain full of so much learning so early, so they want to give them the force. Two kids, a lot of kids are doing a lot of activity simply because some adult thinks that it would be good eventually on their resume or just to make them quote unquote well rounded or smart or advance or impressive or something, those kids are very easy to remove activities from because they’re the ones going. Please, please, please, i don’t want to go to piano, please, please, please, i don’t want to learn japanese, they’re already saying, stop. Um, the kids who do have a great zest for life and they want a lot has to be disciplined the same way that we latto cookies and we say no to a screen time and we say no to a lot of heart things that they want at a certain time, and sometimes a glut of activity is not healthy in the same way that he died of all sugar is not healthy. How did growing up a cz the daughter of a celebrity inform your your work now? That’s such a fascinating question, you know i’m against on a baseline level, i’ve always been used to being in front of people on some level, so the early chops just becoming someone who was comfortable stepping up on stage and proffering opinions and performing and all that just came pretty easily to me. Um, i think it also let me get into the space of a lot of people’s heads because growing up on a diet of candid camera was, on one subtle level, all about the human condition, candid cameras, very funny, but in my particular case, i was growing up with an amateur anthropologist who wanted nothing more than to just keep looking at people. And what do people do and what do people think? And it became a part of my wiring to always be enquiring and studying, and i think this particular celebrity, with his particular expertise, ended up having a daughter who then was just constantly fascinated with people and that that’s good for a consultant and a speaker and a person who’s coming up with thoughts that might help other people, because if you create that all on your own dad without really, really paying attention to people, you can get very far off course. What else do you want to share about your work that that i haven’t asked you, juliette? Well, i think that we can’t we’re talking about the people that are probably in your lerner the listener population very, very committed to the mission doing the work for sure heart were talking before about them working at eleven o’clock at night, working after work is over, and this this profile e-giving loving non-profit professional is so classic, and unfortunately, it does tend to be a profile that lends itself strongly to skipping white one because it simply consolidating the jobs of many people and doing a second job, if you will, after the job, but also because when you lied from your heart, it’s, easy to make your own self care last and just keep giving and giving and giving. And so with those kind of folks, i’m always really focusing on boundaries where the lines after which e-giving mohr is actually not giving more. Where is it actually taking away from your levels of presence and enthusiasm and excellence to the people that you’re giving to and that’s a very delicate balance for if i understand the focus correctly in your audience, it’s a very delicate balance. Now i think you understand very well. Yeah, um summarized for us what? You’ve alluded to a lot of this, but what is it that really just makes you wake up in the morning that you love about? The work you’re doing well, what makes you wake up in the morning if my kids what i love about the work that i’m doing, actually, physically, literally, what makes me wake up in the morning is my kids. But what i love about the work that i’m doing is that it is a you said something with an antidote and oh, it was the woody allen clip about an antidote. It is such an antidote to this heavy we wait problem that is laying on top of so many people were almost forgetting, like some group memory, that we’re losing the probability that the the possibility that the day can include sips of pausing and daydreaming and thinking and recuperation, and we’re kind of co creating this reality where that’s not even possible. So what i love about white space is the opposite and it’s the anti message, and i think people are really hungry for it and it’s fun to talk to them about it because they light up instantly and they say, oh, my gosh, my organization could have a little more of that old fashioned thinking time we could do so much and it’s it’s, i get to be in a role where i am giving them permission very exciting. Give them permission to go back to something that they find so intuitive and that they need so badly. Julia funt is a comm insult in’t and motivational speaker and you’ll find her at juliet fund that calm juliette, thank you so much for sharing your wisdom. Thanks so much. Tony was really fun. It’s been a pleasure. Thank you. I want to send live listener love. We got more domestic and foreign live listener love waterford, ireland, hong kong cheung ching, china, shanghai, china teo teo to the chinese knee. How? Seoul, korea. Young son, korea i say yo haserot to denver, colorado, new bern, north carolina in brooklyn, new york, what’s going on. I love live listener love right now we go away for a brief moment, and when we come back, it’s tony’s, take two and then divine devices with scott koegler stay with me co-branding think tooting getting ding, ding, ding ding. You’re listening to the talking alternate network, get anything? Thing. Good. 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 too? He’ll call us now at to one to seven to one eight one eight three that’s two one two, 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! Hi, i’m ostomel role and i’m sloan wainwright, where the host of the new thursday morning show the music power hour eleven a m we’re gonna have fun shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a m on talking alternative dot com you’re listening to the talking alternative network. Latto durney dahna time for tony’s take two at roughly thirty two minutes into the hour, i contribute to the fund-raising for non-profits blawg. I’m doing a series for them for small and midsize shops on starting a plan giving program. I blogged there once a month and i’m doing this siri’s step by step how to get a plan giving program off the ground this month’s is why i have a plan giving program case you need teo justify it to your vice president or you’re bored. Perhaps why plan giving is important. That’s what’s up right now, the block is at management help dot or gq or you could just google fund-raising for non-profits and they also have bloggers there on lots of different subjects. Board fund-raising social media fund-raising grants manship a lot of other topics and there’s more about that on my blogged at tony martignetti dot com that is tony’s take two for friday, the first of march. Unbelievable first of march, the ninth show of the year. How about some more live listener love before we go into this clip from from scott koegler what pocket wisconsin i love the w w wa baka wisconsin, new york new york finally calling would new jersey hello hello, kobe, japan in izawa, japan, tokyo, japan welcome konnichi wa and here’s the clip from scott koegler from last august divine devices we had a listener joined since the last live listener love. And so before i bring scott in, i want to say hello to serbia. Hello, serbia. Scott koegler how are you? I’m good. Tony, how you doing? Great. You’re not survey, are you? Uh, serbia? No. No, i don’t think so. No, we have taken a wrong turn. We travelling to south carolina today, so but i think when you’re in the carolina, you’re in south carolina. Scott koegler, of course, our regular tech contributor and the editor of non-profit technology news, which you will find that end p tech news dot com and this months we’re talking about devices. Scott there’s tablets, there’s, laptops, desktops, handhelds. How do we figure out what the heck is good for us? Yeah. Kinda never extend, isn’t it? I used to be a pretty straight decision between desktops and laptops and that’s for real work. Those air still kind of the main options. But today, you know, you get, uh, tablets. And bones everywhere from three and a half inches, ten point, one inches long sighs and pretty much they’ll do all the same thing. But also pretty much all that same thing is, is usually less then, you know, real work, another one generally don’t have keyboards and those kind of things. So what kind of segment into those two categories? First, before you portable before you, scott. Before you do that, i want to point out, we know that you are the tech contributor, because you don’t just say screen size up to ten inches, you say up to ten point one, that extra tenth of an inch makes a difference. We’ve got to be precise. This is technology was the record, demands precision, and scott is the man who delivers it. Okay, i’m sorry, but it’s in a in a in interruption. Go ahead. So, again, in the form of unity passes on the kind of work you need to do obviously gonna be sitting in the office you can use either left up there and that that decision, general, i have to call back. Scott scott scott, stop for a minute. I’ll tell you what, you’re cutting out kind of badly. Give us a call back on the same number, but eight. One, eight, three, right? You know the number, but yours eighty one, eighty three. Okay. And while scott is calling back, i’ve got some more live listener love. Hopefully, he he taps quickly on those on the phone. Who else you got? Pittsburgh. Oh, i mentioned pittsburgh, germany. Okay. Um, new york city, new york, new york. Excellent. Finally, somebody from new york. How come nobody from new jersey? Where is my mother? My mother and father are not listening to this show right now unless they’re in lutherville, timonium, maryland. But i don’t think that’s them. I believe my mother and father are not listening. And ah, and this week is there my mom’s birthday and their anniversary? And i’m going out there and they’re not listening to the show. You believe that? I mean, i may not go. I mean, go school. We got scott back. Excellent. Scott, i don’t hear him. We have scott in the system. Scott o dial tone that never sounds good. Do i have to start and punishing my mother again? There he is. There he is. Okay. I’d rather talk to scott than admonish my mother. I’ll do that over the weekend. Okay, you’re going to break down our devices for us into two categories. I believe right. Let’s start with just desktop laptop as one category. And having said that, both of those generally well, i think, almost always have keyboards and keyboard is really key to the kind of things that people generally call work in an office or longfield but, you know, involves writing text using the keyboard for american trees and things like that and those air really much more suited to that kind of work than our, uh, tablets and cell phones and those kind of things. So, uh, the soft virtual keyboards that appear on tablets and phones were pretty well. But if you really need to get a lot done, you’re better off just having a keyboard under your hands. Uh, just, you know, more accurate. Better. Sure, sure. So it really depends on what you’re what you’re you’re functions are what you were like. What? Your goals are for the hardware, right? Exactly. Exactly. So let’s, just talk about the difference in key and, uh, laptops and desktops. One of the key difference of differences. There is the price. So the best tops are generally less expensive than laptops for a similar amount of power just because miniaturization that it is required to make a laptop cost extra money. Okay, i was wonder why the bigger one is less generally. Yeah. Okay. Yeah, yeah, because, you know, they don’t care about the size. They’re just, you know, stuff all that stuff in there and stick it on the floor. So, uh, so that’s kind of one way to do that. So if you’ve got b b funds and you don’t need the larger screen that’s also available generally with a desktop, then you might want to opt for laptop because obviously it’s it’s portable and you can take it with you if you’re not always working at your desk. You khun move it. Otherwise other places taken home, take it on a on a scent or something like that. So there’s a difference there, of course. Sure, what else? Well, what about software availability? Well, software is always a key and a lot of software, especially non-profit kind of things are going to run on generally, windows happened windows operating systems, so that may even exclude using a mad uh, you need to really check your your software course. If you’re using a cloud based application, then you, khun pretty much use any kind of operating system doesn’t matter whether it’s windows or or mac or even kind of linux operating system. Very you make a very good point about what what platforms are supported by fund by applications that are important to you, there’s one that i using planned giving that does not support the apple os. So i have to have a programme called parallels on my apple computer to run windows just for that one program, but it is essential, right? Right, see that sometimes will dictate what you’ve done. And of course, once you’ve done that, not only have you spent more of your apple computer, but you spent more for the parallels, right? Exactly. So now you you know, you really enough there. So you really need to decide what’s most important to you, okay? And i i kind of touched on one of the reasons for getting a laptop, and that is the portability. And so now we start to talk about okay? What kind of jobs are you going to use that require portability? Uh, one that i think i said was that’s going to an event? Laptop is good if you’re going to have a table inside here. But if you’re going to be wandering around the event and you want to interact with people, take pictures uh, maybe do email sign ups for your newsletters. Those kind of things, uh, a tablet is probably the perfect device for that kind of thing. A smartphone, probably a little bit less than perfect, although you can certainly do those things. But again, you get smaller keyboard, you know much a little bit more difficult to use quickly. Okay? And there’s so many tablets out there. Besides, the ipad is the google nexus and the microsoft surface. Samsung has one, i think the galaxy i mean there’s so many. Tablets? Yeah, there’s a huge variety. In fact, while apples still dominates with the ipad, i just survey that the android operating system, which is what’s, used in pretty much every tablet except apple and the new windows tablet. Uh, so android is outselling apple. I’m a poor unit basis, so it just kind of the interesting. Yeah, so it doesn’t say if any better or worse generally means it’s less expensive, the devices, they’re less expensive. Okay, um, but at the same time, i’ve heard from a lot of people that it’s the application that counts, you know, if you can get to the internet and you can access the functions that you need, it really doesn’t matter. So look at your budget, see what it is that you need those the system that you’re looking at support the function you need and within your budget. Then go ahead and buy it, you know, they pretty much all work okay and the features on not necessarily just sticking with tablets, but just across all of them. I was looking i was when i was researching our segment on dh i actually do research. I know it doesn’t sound like it, but actually do research for the show and prepare the show. I found something the iphone headphones, you know, the white headphones that you get, and they have a little tiny panel on them built into the built into the wire and there’s there’s tend, i found a site that there are an article had ten different things that you could do with that little with that little panel like you, khun, if you tap the middle of it two times that’s to pick up a phone call, for instance, or, like, tap it once and that’ll put a put a phone call through to voicemail when you’re getting if you’re getting a call while you’re listening, and if you skip a song, you do a triple tap or what? It’s incredible just on this tiny little skinny panel the features on that are available, right, there’s? One more hidden one if you stand on your head and you stick it dunaj it’ll actually call your mother, okay? I don’t really appreciate sarcasm on this show. This’s i play things pretty straight. Pretty close to the vest. Now. Watch, watch. You know, sarcasm is a very dangerous thing. Uh but you know that point there’s there are many features on many systems, computers and even software, and the rule of thumb is eighty twenty, just like, you know, eighty, twenty rules where, uh, eighty percent of the people used twenty percent of the function. Yeah, just like you have an iphone, right? I do have that i do, and you’d never do those things. No, i didn’t know that i could ignore it. Incoming call buy-in long pressing the center button twice, so you know, i just i just usually hang up on it, but you know, you can do that. Yes, i’ve noticed, okay, what, we’re going to take a break. So when you were little chuckle mode here we’ll take a break, but i want to send more live listener love it’s it’s pouring in san angelo, texas, san diego, california, rockville center, new york. Welcome, welcome, welcome. We’re talking to scott koegler, the regular regular tech contributor about divine devices were going to keep talking about that subject. Maybe not with scott koegler might hang up on him after this break. You’re listening to the talking alternative network. 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 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. Talking alternative radio twenty four hours a day. Oppcoll dahna welcome back, scott. Kevin, did you hang up on us? I am still here. Okay, steer chagrin. Damn! Not yet. All right, now, all these features and all there’s about a pact with the stuff that most people don’t use, you have to. You have to wonder about what your employees are capable of learning. Well, exactly. And and how much do you want them to learn? How much extra time do you want have put in on finding out things that they may never use? Uh, there’s a big difference between buying a computer to operate your business and one for your personal life. I generally try to minimize the expense and the feature set of business computers because typically i you know, i’ve been unemployed. I need them to do three things for maybe five, generally, not twenty. And if i find buying something for myself on much more liberal in terms of the kinds of features and even the amount of money that i don’t want to spend interesting that’s an important distinction. Yeah, you don’t want to be thinking about you don’t want to be making that crossover. Yeah, this is this’s for other people to be using to be efficient in your business. Yep, exactly. And also, in terms of employees, abilities there, maybe training costs, but actually be hard costs not only in time, but but if, if the saw if the hardware is very different, i mean, you could end up having to pay somebody like the network it all together and then to train employees to operate the network and then as well as operate the devices exactly you want to make. It is standardized, as you can within the organization, so that one person could get up and walk in, walk to another computer and do the same job and not have to relearn. You know where the tabs on where the keyboard that’s, one of the things that happens between pieces and max, although it’s it’s less it’s less of an issue anymore. But, you know, the key and the maki kind of get confusing. Sometimes your people that try to make that transition, even though the actual applications may run exactly think yeah, yeah, i see that because my my office computing, his apple and all my clients use windows. And i do a lot of work in my client’s offices. Eso well, i’m and i have special challenges anyway, but talk about that’s a different show. Okay, there are you have some ideas for sites where we can find reviews. I love reading user reviews. I love that that the web enables that. Well, there’s two things that i would recommend one is just seen at dot com, which is not really user reviews, but they are there. I’m not going to say that professionally generated reviews, they’re actually automatically generated reviews, so they’re standardized. How they do that automatically is a whole other topic. Argast i used i used that scene. That site, those air not well, there you are, right. I knew they weren’t user reviews, but there isn’t a live person writing these things. Generally, not somebody looks at, um uh, really? Uh, yeah, they are actually generated by automated system. Okay, they pull your pretty well, um, i’m not sure right now they do a good job, but the other is just, uh, just do a search online for a review of this type in review. And then in the name of the product that you’re looking for. And, of course, the good part. About that is that you will get a just a huge list of possible reviews. The bad part is that most of them will be completely blow this schnoll and badly written so you never really know, you know, right now does like amazon dot com and you could you could go to amazon and read reviews, but not necessarily buy the product from amazon. Do that. Do you know if they do, you have to be legitimate user to review a product on amazon. Do you know you have to? You have to register on amazon, but you don’t actually have to have purchased the product. Okay, so that kind of, you know, in-kind negates some of the reliability hoexter tenses suggest that the credibility is not as high as it. What to be? Okay, right. Okay. But there are lots of consider. Well, there’s consumer reports. Yes. Yes. There are some, uh, some reliable reporting, you know, agencies, they used to be quite a quite a few more. In fact, i used to do computer and software reviews when i was doing, you know, muchmore freelance writing. Um, but, uh, those reviews have have gone away in favor. Of user reviews, you know, personally, i don’t think they’re coy’s reliable is my own my own wonderful ladies. Yeah, well, i can tell you and there’s probably a reason you’re not in that business any longer. Exactly. Yeah. All right. But now, you know, consumer reports, i subscribe to them for a year. I think i think it’s thirty dollars for a year and you can access all their online. Not not to the written subscription, but for the online. I mean, i go to them when i’m going to spend, i don’t know, like more than a couple hundred dollars on something. I go to consumer reports. Sure, their objective. They don’t have advertising. They don’t take advertising dollars. Yeah, so all right. Wait just another minute. A half or so before break before we wrap up. Scott, what else do you want? What else did i i keep you from saying i think, really the most important issue is, you know, people always asked, you know, help me buy a computer and i pretty much always start out with what’s your budget. Because it’s pretty easy to start looking and then, you know, feature creep sets them. And know what’s another fifty dollars here, what’s another hundred years there. And all of a sudden, you know that six hundred dollars desktop computer that i would actually do a wonderful job for you terms into a you know, fifteen hundred dollar laptop with, you know who knows what kinds of extra features agree. Okay, same thing is renovating. Same thing is renovating your bathroom. Your kitchen? Yes. Yes, exactly. Don’t you don’t need the stainless steel pulls on the kitchen drawers when? When grass will do just fine. Right? Alright. Hi, grayce. Okay. Excellent. Scott. Good time today. Thank you very much. Thanks for being on. Scott koegler, the editor of non-profit technology news, which you’ll find it n p tech news. Dot com. Thanks very much, scott figure and my thanks, of course. Also to juliet fund guest earlier. Um, let’s. See, next week, diane lansing. Principle of lansing associates. She’s she’s. Not going to talk about integrating your marketing and communications and using analytics to measure your short and long term outcomes. Also, maria simple returns seems like she was just here. That was the really a simple show, but she’s, the prospect finder and our prospect research contributor not the host of the show frequent contributor and we’re going to talk with i’ll talk with her about recommendations for upcoming conferences live listener love, we got one left mexico city, mexico hola, welcome mexico! We’re all over the social web you can’t make a click without sparkle a testa smacking your head into tony martignetti non-profit radio itunes, facebook, youtube, twitter linked in four square pinterest slideshare ah, on twitter, i’ll pick one on twitter i’m at tony martignetti you could follow me there, but wherever i see you, thank you very much for being connected, wherever that is. Thank you. You know, i also host fund-raising fundamentals that is a monthly podcast devoted to fund-raising i do it for the chronicle of philanthropy and therefore you’ll find it on the chronicle of philanthropy sight you’ll also find it on itunes, and the name of that podcast again is fund-raising fundamentals, our creative producer over here, a tony martignetti non-profit radio is clear meyerhoff sam liebowitz is our line producer shows social media is by regina walton of organic social media on our remote producer is john federico of the new rules oh, how i hope you will be with me next week. I’d be mortified if you missed next week’s show course live will be at talking alternative dot com on the podcast, always on itunes. Hope you’ll be with me. Next friday, the live is one to two p m eastern. Duitz lorts durney geever hyre dick tooting. Getting dink, dink, dink, dink. You’re listening to the talking alternate network duitz get him. Nothing. Cubine 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 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. 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 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 are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you. Society, politics, business it’s, provocative talk for the realist and the skeptic who wants a 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 everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven it will make you smarter. Dahna

Nonprofit Radio, December 14, 2012: Get Engaged III & Dutiful Documentation

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Amy Sample Ward
Amy Sample Ward: Get Engaged III

Amy Sample Ward is our social media scientist. She continues her series on online engagement with goal setting. How do you know if your engagement strategies are successful? We’ll talk about identifying goal areas; assigning metrics; and measuring success. Amy is membership director for the Nonprofit Technology Network (NTEN) and contributes for Stanford Social Innovation Review.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Dutiful Documentation

Gene Takagi and Emily Chan, our legal contributors from the Nonprofit & Exempt Organizations Law Group (NEO), explain the IRS rules on what should be in all those acknowledgements you send for 2012 gifts.

 
 
 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on december fourteenth, twenty twelve our november nine thousand you’re still with us, i’m tracking glad you’re still here, and i hope that everyone was with me last week. Yes, i just i just hope you were with me last week because if you weren’t, you would have missed show number one hundred and twenty one, twenty was last week. You can now spend five straight days listening to tony martignetti non-profit radio. I suggest you start on a weekend this way you have a little extra time for bathroom and food breaks. I would start maybe on a thursday and include the weekend i would include a weekend in your five straight days of listening to non-profit radio last week, which is the one you would finish with because that will be shown number one hundred twenty would wrap you up for five days was your database policy manual? Karen heart, philanthropic services specialist for the main community foundation, and nicole san miguel, database administrator for the naacp rat free library of baltimore city, walked you through data entry standards, indexing and search ability, naming conventions and other topics that belong in your database, policy and procedure manual. And it was also maria’s top ten maria semple, the prospect finder and our prospect research contributor, revealed the top ten sites that she uses in her work true to form for our doi and of dirt cheap. Most of the sites are free, and her list is now posted on the linked in group and the show’s facebook page this week get engaged three tray amy sample ward is our social media scientist. She continues her siri’s on online engagement with gold setting. How do you know if your engagement strategies they’re successful? We’ll talk about identifying goal areas, assigning metrics and measuring your success. Amy is membership director for the non-profit technology network and ten and contributes to the sand, stanford social innovation review and dutiful documentation. Jean takagi and emily chan are legal contributors from the non-profit and exempt organizations law group explain the irs rules on what should be in all those acknowledgements that you send for two thousand twelve and had a value some of those gif ts between the guests on tony’s take to my block this week. Is cause marketing guidance from the new york attorney general? The new york a g wants to help you, and i distill their advice for your cause marketing campaigns. If you’re on twitter, you can follow the hashtag non-profit radio. My pleasure now to bring on amy sample ward she’s, a membership director attend ten, contributed to stanford social innovation review, co author of social by social, a handbook on using social technologies for social impact her blogger is amy sample, ward dot or ge and she’s at amy rs ward on twitter and unfortunately, she’s not in the studio today. Amy, how are you doing? I’m doing well, how are you? I’m very well you’re in portland, oregon, right eye and in portland this is where contends that main office is so i’m out here getting to me with staff in person for a little change of scenery and was actually onboarding a new staff person this week, which is always really fun. Okay, excellent. Our thoughts are with you in portland. A lot of talk about the shooting at the mall this week. Earlier this week. Yeah. Out at the crack of this small and now this morning. The shooting in connecticut, the elementary school so it’s, kind of, you know, end end times holiday season so far, very difficult, let’s talk about first an infographic that that i was sent i was offered people send me things too talk about on the show, and this one is interesting to me, and i thought you and i could talk about it. This is an infographic called very objectively titled how social media is destroying productivity. Andi, i sent it to you, of course, and you’ve had some time look at it, i will post a link to it on the facebook page on the linked in group. In the meantime, people confined this at learn stuff dot com um, you are ever learn stuff dot com all right? Well, so they’re clearly, you know, they’re concerned about productivity. Facebook has close to a billion users forty five. Forty five million short of a billion, but let’s call it a billion. People spend two times more time on facebook than they do exercising, you know, be a little provocative about i mean, they spend more time doing facebook than other things also, but they chose exercising wolber collectively each day in the u s people spend twelve billion hours on social networks. That’s interesting. A somebody who thinks about social networking a lot. Amy what? What do your do your thoughts about what you do? You have concerns about productivity? Well, i mean, for me, i think it’s i haven’t had a chance. Tio go look into their sources of where they got the data and what the data really means. You know, things like infographics are often so interesting to people and share a ble because they they could be interpreted in many different ways for me, i think it’s less, um, less a sign of of you now everyone and their mom wastes their time all day long and, you know, we’re we’re not doing any of our work, but more a sign of a distributed organization, a new era of the way people work. You know, people can quote unquote beyond the clock from anywhere so long as they have an internet connection and, you know, a lot the times and and looking at some of the staff in there, you know, that worker is interrupted every ten minutes by things like instant messages, right? Well i know that i’m quote unquote interrupted, you know, all the time, all day long, buy-in sametz itches, but that’s because i managed staff in other cities and instant messages, how we’re just saying, hey, i just tackled that one project or, hey, i saw that e mail come into both of us and i’ll take it or, you know, just kind of the way that you would work in person by just giving each other updates out loud. It’s now moving over two dozen messages, so it’s not necessarily cat videos, you know, and elearning youtube all day long, but it’s it’s, you know, it is technically an instant message, and and it is technically an interruption, but it gets the way you work now versus aah, total distraction and you know something? What i thought was interesting is that it’s list it was instead of being specific social websites to social networking, it categorizes things as time wasting websites and the number third number three, cnn dot com es o that right number twenty nine percent think i’m going to go to cnn because i want to just, like, chat with my friends, you know, like the way they kind of think about facebook being used that way, but for so many organizations, regardless of what your industry is staying on top of websites like cnn or other breaking news sources means your organization commend the the one that has the very first public statement about it. That student in connecticut this morning, as another elementary school, to be able to respond right away or, you know, whatever the kind of crisis our emergency communications may be, staying on top of, really, what we have as a objective world now, riel time, news and information means that organizations can get ahead of their competitors sabat and speak and be the one with the first announcement or be the ones that have the resources that the other news stations there now looking for etcetera, you know, again, it’s just a different way of working and not necessarily time wasting, you know, okay, andi also for our listeners, they’re they’re spending more time in the social networks because, well, i’d like to think in part because you and i talk about that, and we encourage people to use twitter and lengthen and facebook to the extent that it’s appropriate for them and, you know, all the things that we’ve talked about, everybody wasn’t everybody shouldn’t be jumping in, you know, you and i have been through that, and we’ll continue to teo explain it. No, yeah, i mean, i know organization, nonprofit organizations where a team, you know, a subset of the staff actually used private, you know, totally private facebook groups as the place where they are kind of doing teamviewer based product project management, you know, being able to say what’s going on every day and reporting to each other, etcetera, because it’s a tool that all of the people on that team are familiar with, they know how to use it, they like that email notifications in the back and forth. So instead of adopting a whole different project management tool that would be outside of any other tool there there regularly using, just use the facebook group and again, so that means they have facebook open all day, but they’re not necessarily just again, you know, posting cat videos to their friends facebook pages there, they’re using it for real time team communication. Okay, we’re gonna leave that there wanted to get your opinion on it. One thing i’ll close with is that the average college student spends three hours a day checking social sites, but what they don’t compare that is, too, the average number of hours a day that the the college students spend having sex buy-in i object that they left that out? I mean, i was a monk in college, but but there are lots of people spending a lot more than three hours a day at least having sex either with somebody or or alone, which for some people that’s a favorite weii just have a minute before a break. Amy sample ward, let’s see, we want to talk about our our engagement strategy, but really just have a minute or so we’re talking about goals. Do you have some congee? Just tease a little bit? How do you how do you start to set goals? And then you and i have a lot more time after the break. Sure, i mean first, if we’re going to a break, then i encourage everybody to go look upon their organization’s website and see what your mission statement and you actually have a theory of change, or if you don’t know what, that is just used the commercial break the good little theory of change opportunity, or pull up your organization’s active strategic plan, because that is really where you start when you’re going to create gold that apply to your social media, even though people would think they’re not, you know that high up and organizations chart of some sort. But really, you do start all the way your mission, or your strategic plan, or your theory of change. Okay, theory of change, or your strategic plan or your mission. You have homework for the break, and when we return, amy and i will keep talking about getting engaged online. Talking alternative radio twenty four hours a day. 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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 answer. 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. I’ve got to send live listener love before we continue with with amy, i’m going to send it to our foreign listeners first this time. Mexico. We can’t tell which city, but we’re in mexico. Welcome chung ching, china. Wuhan, china. Tokyo and fukuoka, japan. Seoul, korea. And curry, korea all live listener love going out tio are asian and mexican listeners, and we’ll get to the u s shortly. All right, amy, why is the right place to start with your strategic plan or your mission, or your your change theory? Well, in theory, not nothing that you are doing in your organization regardless of what department you’re in or what your job title is, nothing should should be extraneous from meeting your mission. The whole purpose of all of your staff, the reason that you have different departments, all of it should be to the end of meeting your mission, and when we that social media up as something that’s outside of that normal plan, then we’ve already set it up for first of all, other staff cannot really support it or, you know, to not have leadership for the board buy-in and that work because they don’t see it directly connected to the mission because it isn’t. But secondly, it also means that whoever it is that taft with that work isn’t able to set goals in the same kind of way, they don’t even see their own, you know, purpose for work as contributing to the organization in the same way. So not only do other people not buy-in and support it, but then the person that’s doing it themselves doesn’t see how they fit so outside of even what you do with the work, just setting up the contacts for that person and why they’re doing their job. You know, you either have an opportunity there for success or failure before you even start engaging. So so starting with your mission statement, you know, from there, you just work backwards look for the aspects of your mission that are focus on action and interaction, and then look for the parts that are social, the things that your community is able to contribute, too, and not just the aspects of your mission that, you know, require your staff policy maker or something. So so look for the opportunity where the community can be in and then require interaction, and then that’s where you actually set the gold specific to your social media or your community department now way learned a couple of weeks ago when you were on the last time that you have a real affinity for alligators. Actually, you’re a little scared of algiers, so we’re going to use save the alligators as our example eyes are hypothetical charity, okay, terrific, because because i know that’s something that you could buy into easily, of course, and also want listeners to know that this siri’s on getting engaged began october fifth if you want to catch the first part of it, and the second part was november sixteenth. So if we have our charities, objective is to save the alligators may be in the florida everglades, so not not worldwide, but just in florida in the everglades. There’s there’s terrific opportunity for outsiders to contribute to that in terms of awareness, maybe political advocacy, things like that, right? Okay, on dh and an organization, you know, or this organization that you and i have now founded called save the alligators provoc we probably have some sort of strategic plan or or we’re going to the whether we call it that or not, or something like a theory of change, which is more broad and says, this is how we see our mission coming, coming to fruition that says, you know, we see a few different ways that we’re going to save the alligators first is in the policy that support seven, and this is the kind of policy we’re going to work for it and the next is, you know, and this is where we’re going to create educational programs, so the public is no latto you’re scared of alligators or something, you know, so far down the line like that, you were goingto bucket out how we’re going to do this work, and from there we could say, oh, great, so there’s there’s a policy component of our of our mission? Well, in order for anyone to support a policy, they need to know about it. So a portion of the person’s job, the energy in our social media, they’re going to have a whole bucket, a goal of oppcoll and metrics and and work that’s focused on letting people know what that public policy proposal is understanding what it means getting. Involved probably recruited in their stories to help, you know the organizations public policy statement today if you can have community members saying, yes, we love our alligators, and this is, you know, how we’ve seen are so on the area destroyed and now hurting the alligators, i realized that all of this example shows how little i really know about alligators. Well, then, that’s a part of this person’s job and it’s no longer just yet tweet all the time about how we have a policy recommendation, but it’s so much more tangible because it helped change people’s minds about the policy recruit stories about this policy, etcetera, you know? So so you can translate directly from that mission all the way down to the buckets of actual content you’re posting every week. Okay? And how about some of the some of the advocacy, too? We want maybe people to write letters to editors and to bloggers we want to have people call or otherwise contact their state representatives things and so there’s a way we have our calls to action like we talked about last week, last month, exactly like last way said, you can’t just create a twitter account and start asking everybody to retweet you and take all of your calls action. But once you build up that community and you started building trust and engaging with people, then you can use the social tools to identify who those bloggers are that everybody listens to and reach out to them and say, great will you write the first the letter again showing that that you recognize them at the champion and influence there in the community? Will you write the first a letter and then other people will want to follow and participate, etcetera? Okay, okay, this is a good cause. And i appreciate that you want to be the co founder it’s a big step for you. That’s. A big step for you. All right. S o we’re so we clearly need to be, as you said, mission focused. Otherwise, there’s not going to be the support and the understanding of why were even engaged online. Why we even doing anything online before we moved to metrics? Anything more that you want to say about about creating the goals? No. I mean, i think, you know, a lot of people feel like well, you know we don’t have ah brand new strategic plan or we don’t have things laid out like this, but i really just i mean, we just showed with this very sophisticated organization that tony and i have just created called save the alligators, it really is that easy to move from a really high level, lofty mission statement, tangible work in in social engagements. So regardless of what your mission statement is or how it’s set up now, i really encourage all organizations to start from that place and don’t feel like, well, you are the organization that can you really can. And i just like that. If there’s ever than a challenge to why do we devote resource is it could be just a two person or three person shot, but why are we spending time on twitter and facebook? Because it’s a direct thes three threes direct correlations to our mission here, we’re trying to get join with advocacy. We’re trying to get awareness we’re trying to get public policy change, and this is how our social social engagement strategy supports each of those elements of our mission, right? Exactly, which is so much more empowering to that that person, but also to the whole organization, they can now translate for themselves how the person working in public policy can work with the person that’s doing the online engagement, and they could work together and not just, you know, separately in their own jobs, they could see how both of them need each other internally as well. Okay, let’s, move, teo metrics way want to start to measure these things? That’s that’s a substantial criticism of social networking that it’s not measurable. How do we know whether we’re succeeding, which we’ll get to, but but that’s what? You want to dispel all that? Right? Because it is measurable. Exactly. I mean, when you you know, a lot of organizations it’s really easy to track certain numbers because the different platform’s show them to you very prominently you goto a facebook page and now the really prominent number of how many people have liked that page well for you, almost every organization i’ve ever met that number isn’t the crucial number that you care about on your facebook page because if you have a thousand people that have become a fan of your page but none of them ever comment. Or share or even read what you post there, it might as well be xero people that like your page because no one would know. So making sure that that you go beyond just those really easy numbers toe look at, like, how many people are following you on twitter or whatever? And again, go back to those schools if we’re talking about state of the alligators, and we know that advocacy is a really important part and people actually taking that action way contract that let’s say, we want to see how many people yet wrote the letter, but how many people shared the letter of someone else, you know, way down that prominent blogger and asked them to write up a love letter to the very first letter, how many people commented on the letter that they wrote, so it doesn’t even have to be your facebook page, but but how many people are engaging with the advocacy appeals, whether you posted them or they’re the appeal you know, in your network, and that goes to all kinds of things, so not just you know how many people are liking or commenting on that letter, but how many? People have retweeted it how many people signed up on your website to stay in the loop on what’s going on on that advocacy appeal? So making sure that even though we’re thinking about this social engagement work as social media, quote unquote ah lot of these metrics don’t stay in that silo of facebook. If you’re doing a really great job on facebook, engaging people around an appeal, you also want to be just a the same time tracking how many people clicked to your website and signed up for the email to stay in the loop or how many people come from facebook to your website. And how long did they stay on the website? You know, looking at that that full circle from your your quote unquote home base, your website or your campaign page to social media and then teo material like emails or videos where it would be something there just consuming and back again. So how is that whole, you know, three part triangle connected and staying engaged throughout? Okay, how do we know what Numbers 22 start with if it’s a number of people who go overto comment on the on the letter. That was written over on the bloggers site let that was posted. How do we know what kinds of numbers to begin with? I mean, some some of the most basic that that all organizations can at least start tracking now to see if they know where they want to go next. What they’re tracking is so be tools specific as necessary. So was twitter, for example, you don’t just want to say how many people retweeted us this week. You want to say how many people retweeted our post that had a lincoln? Um, and how many p people retreated our posts that didn’t have a link, because as you you know, set yourself up to separate that content, you’re better able tto learn from the data, if you see after three weeks of tracking that you have fifty retweets every you know for posts that don’t have a link and you have to re tweets for your post that have a link. Well, that’s your community saying please stop posting links to your website. We just want to talk teo on twitter of or the invert you see, everyone wants to be sharing those links to your policy. Documents, but no one is retweeting you when you’re just sharing information, we’ll make sure that your frequently not always but frequently posting with the link so separate out the data as best you can, so that when you’re tracking it, you’re able tto learn from it and take action on it. And so that was a twitter example, but facebook another place where you can easily separate things out. Is it something that you posted because it had a photo or a video? Or was it something that was just a language or even just taxed? And how? How does your community respond to those things? So look at how many people viewed at term people commented how people shared it on dh then we can talk about more of the measuring and processes in a minute, but basically the best thing you could do is just to start tracking don’t say, well, we don’t have certain things in place yet or we haven’t finished creating this really great profile photos were not really using that page yet. You doesn’t matter just start tracking now because you’re not going to be able to make those informed decisions about what. To try next, or what kind of content to start creating until you’ve at least started tracking some things so you could say, gosh, no one interacts with our videos on facebook, let’s not invest in creating another video right now today, let’s try something else instead of feeling like you have to get all of that set up ahead of time. I mean, i just wanna let you know we’ll talk about measuring success next time we’ll have, we’ll have well haven’t get engaged part for because the metrics this metric section is really important. What about the the metrics that facebook gives you, like free, post like reach on a number of people who viewed and we have just like a minute and a half or so left are those are those of value? Yes, they really can be as far as measuring kinds of your post against each other so that you can say, you know, gosh, this one reached a whole lot more people than the one we posted yesterday. But there are so many variables to that built into facebook’s system, but also into you know, what day of the week was it and what? Time of the day wasn’t and did a lot of people like it right away, and so that then translated it, showing up in all of those people new season, then all of their friends interacting with it, you know? So there are so many variables in there that it’s hard to look at, it is just a static number, you know, a magical silver bullet of a data point, but it is helpful when you do sit down tto look between posts and say, gosh, what made this one reach so many more people? Well, then you can you don’t just say, well, i guess this post is a lot better, but it gives you the opportunity to say, this is the one that reached the most what was going on here that was different. Was it in a different time of day? What is it at, you know, a different day of the week, etcetera, okay? And you and use that information. But, you know, different organizations really focus in on different metrics, so some organizations rely on the talking about facebook metric and not because it’s better or worse than anything else, but they just picked it. And said, we’re just going to stick with it so that we’re sticking with one metric for now, others, they’re looking at reach, another aspect that impacts all of that facebook data. Is it you didn’t invest any money in promoting your post, we have to leave it there. We’re going to continue this subject next time amy is on show way will have her back. I wasn’t sure, but since she’s talking she’s talking about no, of course, we’ll have get engaged part for in january in january, amy alligator, that’s, right, save the alligators, you confined amy at her blawg, amy, sample, ward, dot or ge, and on twitter she’s at amy r s ward. Ah, that’s it at me, rs word. Amy, i hope you have productive meetings in portland. Thank you so much, all right, thank you. I hope you’ll be back in the studio in january. I certainly, well, excellent. Right now we’ll take a break, and when we come back, it’s, tony’s, take two, and then gene takagi and emily chan are legal contributors on dutiful documentation. Stay with me. They didn’t think that shooting getting, thinking, you’re listening to the talking, alternate network, get anything. Cubine 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 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 too? He’ll call us now at two one two 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! You’re listening to the talking alternative network. Duitz lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Durney welcome back live listener love here in the u s lawyer, california port, ellen, new york, new york, new york, liquid new jersey and new bern, north carolina there’s more those air are so far live listener love to those listening here in the united states. My block this week is cause marketing guidance from the new york attorney general cause marketing is when you team up with a company so that you raise money and they either sell stuff or they enhance their reputation or their image because they’re affiliated with your charity on dh there’s a lot of blurriness around this because a lot of people don’t really know how much money actually goes to the charity or how it’s determined how much is going to go. So the new york attorney general had some guidance five recommendations nufer i’ll just mention two of them here explain exactly what’s being donated. A lot of times you’ll see advertisements will say net proceeds to the charity we’ll net net of what? How do they define proceeds? Also after the campaign? Tell us all how much was raised. People want to know what the impact was, did they? Did they? Make a difference for you. So those are two of the five recommendations from the new york attorney general there’s more on my blogged at tony martignetti dot com the post is called cause marketing guidance from the new york attorney general, and i’m still asking for your help so many listeners. I’d be grateful if you’d rate and review the show in itunes rating is one to five stars you started our page on itunes, which you’ll find at non-profit radio dot net, or you could just search and then click view in itunes and itunes will open up and you’ll see a place for ratings and reviews. So it’s just a couple of clicks, i’d be grateful if you’d rate the show and write a short review and you do that night tunes and i’m very grateful for that. Thank you. And that is tony’s. Take two for friday, december fourteenth, the fifty first show of the year. Joining me now from san francisco. Jean takagi he’s, the principal of neo the non-profit and exempt organizations law group and he had it’s the popular non-profit law blogged dot com on twitter he is at gi tak g ta. K and also emily chan, who is an attorney at neo-sage principal contributor to the non-profit law block she’s the american bar association’s twenty twelve outstanding young non-profit lawyer, which is now coming to an end. I don’t know what she’s going to do in twenty thirteen shut the rest on morals from from the previous year, but so far that today that title’s title remains and you can follow emily on twitter at emily chan, jean and emily welcome hi, tony. Happy holidays. Hello. Thank you, emily. What you gonna do in twenty thirteen? You know, i’m not think reminding thinking about that. I’ll have to say she was last. Year’s american bar association. Outstanding. Young non-profit lawyer it’s it’s. Not the same laurel resting it’s. No. Good. We’re here to talk about documentation. How to get the right documentation and acknowledgements to your donors. But first, how to know what date the gift should be dated. Your your acknowledgement certainly has to have the date of gift gene let’s. Start with you. If if if a gift is a sent by mail us mail. What? What date do we does? The charity use for the date of gift? Well, the charity is probably going to use the postmark days, but the actual date that the don’t i get to take the deduction is the day that the donor dropped that envelope with a check in the mail box. So if it gets postmark the next day or january first, which is the next day, if they do dropped it off in december, thirty person gets post by january second. Donors have to form the charity that dropped it off. Oh, my gosh. Okay, gene, can you speak a little louder? Great. Uh, gene, can you speak a little louder for us? Yeah, absolutely. Tony so great question donors goingto take the deduction on the date. They drop it in the mailbox. But make sure that the charity knows that otherwise the charity’s gonna use the postmark date on the envelope on those could be different. That’s true. It’s. Okay, all right. And this becomes important as we’re talking about december thirty first versus january first or second when the when the gift is actually well, wouldn’t be open to probably january first. But it’s actually received and opened in the office january second or third. This becomes important. For those who wait till the last minute. Jean what about if it’s not received us mail, but it’s received by fedex because the person waited till the last minute or some other overnight service. Another great quest? Tony, don’t send last minute charitable donations through fedex if you’re trying to get a deduction in two thousand twelve because then that the charitable contribution will be deemed given when the fedex arrived and was received by the charity’s avectra steve january second that’s going to count of the two thousand thirteen death. Better to drop it in the mail that i sent it fedex on december thirty. Okay, excellent, excellent advice. And, of course, if gift his hand delivered, if somebody comes to your office, then that would be the day they handed over to you that’s. Right. Ok. Credit card donation. Same way is the day that that credit card is process. So the day that you give it, uh, okay. Well, wait now. Credit card processing, the date you you do the form online might not be the date that it actually gets to the gets to the charity and process. So how does that work? Well, it will be the day that it’s processed by the credit card companies. So it will usually be instantaneous. Okay. And would you use the date on your statement then? As the as the right date of gift watch? The donor’s probably gonna deduct it on the date that they made that charge. So yes, if they’ve got a receipt for it on december thirty first. That’s, the date you it might be different from the bank statement dated the bank takes a delay in processing. Take your receipt if you make that charitable contribution. Okay. You mean the credit card credit card receipt? Yeah. Okay. Okay. Emily let’s. Turn to you. Now, we now we’ve figured out how to know what date to put for the for the gift date. Let’s. Start with gifts of of cash. How do we appropriately acknowledge those for our donors? So, you and tony, tony, you and jane have already talked about some of the ways that you do. This is the donor. For example, looking at your bank records were having some kind of receipt that maybe automatically prints out. But when we start looking at gifts over two hundred fifty dollars, it’s important that the substantiation you have is something that actually comes from the organization. Um, and this is an irs rules, so again, default attacks mary-jo have a receipt for everything that you’re going to deduct, but when you’re looking at something over two hundred and fifty dollars, you need to make sure that the organization gives you some kind of written substantiation if you plan to take that deduction. And the funny part of this rule is that generally speaking, the organization isn’t required. Give that to you so again, as the donor is good to be informed of what you need and same thing with an organization and know what the donor needs, that you have good donorsearch right on dso our listeners are mostly the charities, so so over two hundred fifty dollars, they’re required to send an acknowledgement. No, they’re not required to something unknown judgment, but the donor is required to have one so it’s good donorsearch to put something in place for the organisation, that you’re able to issue out those in a timely manner and also with the most efficiency from the organization’s perspective, and the substantiation should say, you know what? You would expect, like, the amount of the contribution, but as well as whether that dahna received anything in return for the contribution. And if they did, how much they received a return. Okay, and we’ll get to that shortly. But also the date of the gift, right? You have to tell them, is not sufficient to just date your letter, but you have to give the date of the gift correct and it’s important to give that substantiation in what they consider a contemporaneous manner, which means before the end of the year of when the donor would make that deduction basically. Okay. Okay. Before so it before the end of twenty. Thirteen. You mean when they would claim the deduction? Is that what you mean? Right? Right. Okay. But of course, you want to do it before then, because there probably going to be filing their taxes by april fifteenth or october at the latest. Okay. All right. So now i wanna make sure i didn’t confuse listener. So two hundred fifty dollars, what’s the what’s, the what’s. The rule around two hundred fifty dollars, for two hundred fifty dollars, or more. The donor’s required to have a written substantiation from the organization the caveat here that was generally speaking, an organization isn’t required to issue one on we’ll get you an exception like he said in the seconds, but this is really important for organizations. No, not just look at what they’re required to do, but what would be a best practice to do, and it is the best practice as far as your donor issue, those, uh, received for them so that what your donor isn’t going to come back and say, hey, i tried to take the deduction that you never gave me this acknowledgement, and now i’m upset will never don’t you again, right? And of course, the really best wayto be thankful for gift and to express that is tio acknowledge every gift, even if it’s only five dollars? Yes, we would say so, but i don’t know that especially have it’s the hyre amount it’s even more important, we would say, because of this extra requirement from the irs. Okay, let’s, go teo publicly traded stock, and we’re not going toe listeners. We’re not going to talk about, um, privately held stock in privately held companies because it becomes very difficult of value. And things like that. But emily for a publicly traded stock first let’s define that. What do we mean by publicly traded? So this would begin stock that’s being treated openly on the market right now. So you would be able to look at the stock market and figure out how much it’s trading for at any given day or time. All right. And how do we acknowledge that kind of a gift? So this would be assuming that the organization is going teo, liquidate this right away, meaning that they’re also going to sell it. You’re going to treat it just like another contribution again? That could be tax deductible. So the organization is going to want to know again. Asshole of the donor. How much? That doctor’s words on the day that it’s given to the date of the gift. And basically the way that you do that. If you look at what it’s being chased out the high in the low and you take the average okay, excellent. Some people there’s some confusion. Sometimes people think it’s the value that the stock closed at on the day of the transfer. But that’s not right, it’s that average that you just explained if i can jump in it’s important to realize, though, that that’s going to be the donor’s responsibility to figure out what the deduction amount is. And the charity is giving those numbers just a matter of convenience for the donor and the donor’s tax advisor. So should there be some little caveat in your letter that says we’re not providing tax advice in giving you the value or what? What? We estimate the value of your deduction to be, i think that’s great advice, tony, to just say that caesar for internal gift recognition purposes, and to please seek guidance from your tax or financial advisor regarding the deductibility of your gift. Okay, gene let’s, stay with you. We have just a minute before a break so let’s, you know what? Let’s, just take our break and we’ll make a clean cut and, well, gene and emily and i will continue talking about documentation for quid pro quo gifts. What happens when you get a little thing back or something big back? And how do you value those things? Stay with us. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Oppcoll 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. Talking alternative radio twenty four hours a day. Welcome back to tony martignetti non-profit radio. Okay, let’s, gene let’s, talk a little about when someone gets something in exchange and let’s start small. Suppose you make a gift and you get back a mug or a pen or a t shirt. Kind of what generally, the rule is if the gift for the contribution or payment that is being made by the donor is more than seventy five dollars, and you’re getting something back in return of value, then the charity has got to give you some sort of written disclosure that indicates the value of the item is given in return. But if it’s a token, ida, um, then there may be no need to do that, so token item might be okay. And what is a token is actually kind of defined, um, by the amount it is, it could be a low cost item. Or it could be an item that has the organisation’s name on it on. And if it’s a low enough value than that that’s going to be okay. And so the dollar figures i’m goingto let emily provided it doesn’t come off the top of my head. But it’s the low. Cost article, i think, is nine seventy with the organisation’s name or logo and if it’s not with the organisation’s name or logo, if the mug is less than two percent the lesser of two percent of the donation or ninety seven dollars, then you don’t have to give that written disclosures statement that says the amount of the value of the item given back to the donor return. Okay, that’s, a that’s? A lot to unpack, but listeners could go back and play that play that part back-up emily does does jean have? The number is correct. Okay, okay, now, gene, that was if the if the donation is more than seventy five dollars, if the donation is less than seventy five dollars, then you don’t have the charity need not disclose what was given in return. Is that is that right? Yet although it’s going to be a good idea for the charity to do so anyway, because the donor can only deduct the amount of the payments that is actually a charitable contributions so other than for those token token items, then something for the charity to indicate. So even if he gave a fifty dollars, gift to charity. And you got twenty five dollars, back. That charity should indicate what that amount given back. Okay, so, so sort of similar to what we talked about before it’s. Just it’s. Good practice to just do it all the time. Uh, disclosed what was received all the time. Okay. Plus, i just got makes it easier for your for your gift processing people. Teo did not have different rules. Just do it all the same way each time. Yeah. And note that this comes up all the time when charity’s hold their holiday party events and copied the chicken dinner with the ticket. Um, so the chicken dinner given back is a benefit that probably is more than the token benefit or the low cost benefit. So that’s going to be something that the charity will want to get back into receipt? The whole ticket may not be deductible, but a portion, maybe. Okay. And what? What about the silent auction items that you have? You have advice around those two? Yeah. Now, that gets to be a very tricky area. Because when you received ah non-cash contribution from a donor, the charity not goingto value that so. If somebody gives you a expensive vase and they say, you know, this is our donation to you, the cherry has no responsibility and is not in the business of appraising that for the donor. The donor is gonna have to do that themselves begat the deduction. But the charity will give back a receipt stating that a description of the items given, however, the big exception is if now the charity goes ahead and take that vase and puts it into a silent auction. And somebody bids sport let’s say somebody bid five hundred dollars for that body, right? The charity has got a responsibility to let the donor or the person paying for the box know what portion is a donation. And what portion is really the value of that vase? Uh, that they’re actually making just a strict payment for quid pro quo. Because it’s part sale and part gift and only the gift portion is deductible. Okay. And how are we going, teo? Value that? Yeah. Really tricky it it depends upon the item. So you know, if it’s super expensive than the charity, may have to get an appraiser to do that, otherwise they might. Look into, you know, being if it’s a fairly modest item, you may just look on ebay or craigslist that used and try to figure it out, but you don’t have to use reasonable method based, but, you know, pop your resources and the valley of the gift. Okay, emily let’s, go teo volunteering if someone’s instead of instead of making cash gift or stock if they’re spending their time with the organization, what what does the charity have a responsibility to? Teo teo, disclose that or acknowledge it in a certain way. And what can the donor deduct? I’m not necessarily so. The thing about volunteer services that the individual volunteering not deduct. I got the value of that volunteer time. So let’s say it’s the equivalent to paying, you know, twenty dollars per hour for your bookkeeper or something like that. You’re you’re volunteering the service, an organization that not deductible. But what could be deductible are the expenses that are incurred that are related to the volunteer services. So what say the cost of gas to get to the non-profits a place of business in order to do the financial services for them? Okay, we really have to leave it there. We just have a brief moment. Emily there’s a couple of publications that are valuable for for charities to figure this stuff out. What? What are those? Please? So there’s, the irs publication seventeen. Seventy one that’s. A really easy to read pamphlet. There’s also an irs publication. Five twenty six, which is a more comprehensive guide on charitable contributions and anything that’s tricky, like art or vehicles. There are special irish publications for that as well. So i would look for that specifically. Okay. And you’ll find the pubs on iris dot. Gov. Yes, that’s correct. Okay, we have to leave it there. I want to thank. Jean takagi and emily chan are regular legal contributors from the non-profit exempt organizations. Law group. You confined them both at non-profit law blawg dot com happy holidays to both of you. Thanks very much. Thank you. My pleasure, aunt. Of course. Also, my thanks to amy sample ward next week. Robert egger, ceo of sea forward that’s the letter c. He and i are going to talk about how to get political candidates to add non-profit issues to their platforms and how to endorse the candidates. Who? Do and scott koegler will be with me, our regular tech contributor and the editor of non-profit technology news. You can hardly navigate the social way without smacking your head into tony martignetti non-profit radio. We’re on facebook, youtube, twitter linked in four, square all those places and if i can urge you to go to itunes again, i’d be grateful if you would rate and review the show there wishing you good luck the way performers do around the world. 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