Tag Archives: community foundations

Nonprofit Radio for July 31, 2023: Giving Circles


Sara LomelinGiving Circles

What are giving circles, when did they begin, how do they work, why do they shift power dynamics, and where’s their value for your nonprofit? Sara Lomelin has made these spread throughout the world as CEO of Philanthropy Together.


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[00:00:25.92] spk_0:
And welcome to tony-martignetti Nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite Heb Domino podcast. Oh, I’m glad you’re with us. I’d be stricken with mono neuritis if you caused me pain because you missed this week’s show. Here’s our associate producer, Kate with the highlights.

[00:01:19.70] spk_1:
Thanks, tony. This week we have giving circles. What are giving circles? When did they begin? How do they work? Why do they shift power dynamics and where’s their value for your nonprofit? Sarah Loin has made these spread throughout the world as ceo of philanthropy together on Tony’s take two. Thank you were sponsored by donor box with intuitive fundraising software from donor boxx. Your donors give four times faster helping you help others. Donor Boxx dot org. Here is giving circles.

[00:02:14.39] spk_0:
It’s a pleasure to welcome Sarah Loland to nonprofit radio. She believes that everyone, everyone can be a philanthropist, a philanthropy disruptor. Sarah has traveled the world, speaking about the power of collective giving, she’s an expert in diversifying philanthropy as founding ceo of philanthropy together. Sarah is growing a movement of people powered philanthropy to fund grassroots nonprofits shift power dynamics and promote widespread philanthropy. She’s on the National Council of the Women’s Philanthropy Institute at Indiana University’s Lily Family School of philanthropy and the board of Directors of Giving Tuesday and battery powered. Her company is at philanthropy together dot org and she’s at Sarah underscore Lome. Welcome to nonprofit radio.

[00:02:26.68] spk_2:
Sarah. Thank you so much, tony. It’s a pleasure to be here with you and I love how you start the, the, the energy of how you start the podcast because, you know, um I’m like that and sometimes I feel like I’m the, you know, the person with all the energy in the world and i it’s very refreshing to, to see you there. Well, thank

[00:03:31.10] spk_0:
you very much. Yeah, I, I’m, I’m not one of these. Uh I’m very excited to have Sarah Loin with me today. My excitement, you know, that’s, that, that’s not, that, that, to me, that’s not excitement. So, yes, my pleasure. Uh Yes, high energy, both of us, high energy. So giving circles, giving circles. This is so interesting to me. I wanted to speak to you and then we were on a panel together and then your associate reached out to me and asked if I asked if I would have you as a guest. And I was thinking, yeah, I’ve been trying to, I’ve been, uh it’s, I’ve been on my to do list for maybe six months or so. So, uh I’m grateful that all these factors brought us together giving circles a, a around the pandemic. Is that, is that where they got started or is it before

[00:03:35.09] spk_2:
then? Well, ok. Well,

[00:03:38.09] spk_0:
ok. Oh, well, they go back hundreds of years. I know that too. Ok, that’s true. All right. Giving acquaintance with giving circles, please. I’m talking too much.

[00:05:03.05] spk_2:
No, no, no, no, no, you’re, you’re fine and, you know. Yeah, let’s start with what, what is the giving circle? Right? So again, circle is, you know, a group of people with shared values that get together to create change is um a very effective form of philanthropy that has existed, you know, for many, many, many, many years, they are not new, they are not American, they have existed, you know, the whole idea idea of people banding together to give together is as old as humanity itself. So, you know, there are giving circles all over the world in many, many different cultures. Um Here in the US, the, the the model of a giving circles, as we know, it kind of started getting some spotlights around the eighties. And uh most given circles here in the United States are led by women. So 70% of given circles are led by women. And to this date, like the last research around giving circles, the last, the last landscape research uh was done in 2016. And we saw in that research that there were about 100 and 50,000 people involved in about 1600 given circles at that point that had donated $1.3 billion in the past couple of decades. And that’s throughout,

[00:05:14.01] spk_0:
that’s throughout the world

[00:05:15.84] spk_2:
that, no, that’s only us. Oh, that’s us.

[00:05:18.97] spk_0:
16, 1600 giving circles $1.3 billion. Yeah. How many people, how many people in those six

[00:06:40.87] spk_2:
150,000? Ok. So, the great thing is that now, you know, because when you think about research of 2016, it feels like it’s, you know, from 100 years ago, we are just, you know, we’re in the middle of uh updating that landscape research. Actually, the, the, um the survey just closed at the end of May. So we will have the new, the new report in a few months. And, uh you know, are we know anecdote anecdotically that there are many, many more giving circles and many more people uh involved in them. And uh and we would just want to have, you know, the, the numbers to prove it. But to go back to your question around the pandemic, the pandemic was uh a great moment for giving circles in a, in, in a weird way, right? Uh Because a lot of people, I mean, what all of us were stuck at home and many people were thinking, OK, what is, what is mine to give? Right? I don’t want to feel helpless. What can I do from my living room? And we saw many hidden circles getting started uh that didn’t have, you know, geographic barriers. So I will be contacting my cousin in, you know, Ohio and my nephew in New York. And we were started giving circles uh you know, to support different causes. So there were many given circles that were started during the pandemic.

[00:07:05.83] spk_0:
You like to talk about the, either I, I some place I saw four someplace I saw 54 to 5 features or, or like sort of steps of, of your, your giving circles. So let’s talk about those, either four or five, however you break it down.

[00:07:22.63] spk_2:
Yes. So yes, what do you need to have a uh a, a giving circle, right? Because the giving circle model is super flexible. You and that’s the beauty of it. You can, it’s

[00:07:42.22] spk_0:
like, it’s like, it’s like giving Tuesday. It’s no surprise that you’re on the board of giving Tuesday. There’s a lot more nonprofits involved in giving Tuesday than I’m sure they can quantify. Uh it’s, it’s flexible, it’s open ended. They give you some tools and then you go,

[00:11:19.04] spk_2:
so you go, you go, you know, you will, you will, you will set the rules that you know, fit with your group, right? So, but there are certain things that you should have. So the first of all is a sense of belonging, right? Create a sense of belonging. This is not solo. Phil is collective giving. So you need a group a group which share values that gets together and you know, they discuss their individual values of the members, you know, what are those values um that guide your giving right and find between the group, what are the common values that will guide the, the group? Um After you talk about, you know, the the values that will guide you giving us a group, then you open a space for discourse and this is something that I love about giving circles because it’s a very good way to practice democracy for us. Uh Like right now, you know how many times we don’t even talk to our neighbors anymore, right? We have become very, that the world has become very polarized. And a given circles, a giving circle creates an opportunity for people with different backgrounds to get together and hear different perspectives and get behind the cause even if they think, you know, very differently in a lot of ways so that you open a space for this course. Uh the group will, you know, decide on a cause that they want to support and they will start, you know, evaluating organizations or, you know, initiatives or leaders that they want to support. So that’s kind of the second step. And then the third step is to give with trust. There’s a lot of trust inside, you know, the giving circle model. Why there is um you know, the pooled money or everybody’s pulling their, their, their funds before they even know where the money is going, right? So there is trust in the process, there is trust with one another with the members of the group. And the whole idea is that that trust will get transferred to the leaders on the ground. Because at the end of the day, you and I and all the audience knows that who knows what the community needs is, the community and the leaders working with the community, not the donors, the donors, we don’t know, we need the are the leaders on the ground to guide us, right? So what we want every given circle is to really create a trusting relationship with their, with organizations that they are going to support. And we always say that we need to give us if we give, we were giving to a family member, right? When you look people in the eyes, when you build an authentic relationship with the organization or the cause that you want to support things change. And II I know you, you know this, but that from all the billions of dollars of philanthropic dollars, the, you know, the majority of the funding goes to just 5% of the nonprofits, right? It goes to the big large nonprofits living so many nonprofits. I under

[00:11:34.95] spk_0:
I think you said in uh in your ted talk, 88% goes to 5% 5% of the, the the largest 5% of nonprofits. 88% of the, of, of, of the, that’s in incredible of the gifts in the US. Yeah. That’s, uh that’s staggering.

[00:14:04.75] spk_2:
Yes. Like, you know, if you think about like, uh women and girls issues, right? Only 1.4% I think it is right now goes to women and girls issues. If you think about women of color, women and girls of color, it’s not even 1% you know, for the LGBT Q community is one, it’s 0.3% of philanthropic dollars go to support those causes. So it’s like, you know, it’s on all of us to change that. So going back to the steps of the of the giving circle, you know, giving with trust. So, you know, after the the giving circle gets together and they decide and they discuss and they come to a decision of where they’re going to give their gift and they give it the fourth step. And for me, the most important is to, to act in abundance, right? To don’t let’s not just stop with the financial contribution, but go beyond the dollars. So we always say in given so-called, you know, uh language or lingo that we give our five tes, we give our time, our treasure, our testimony, our ties and our talent, right? And so that is the whole idea how can we as given circle members be elevating all the work that the causes that we care about too. And for example, talking about you know, your ties, each person is part of different networks, right? You are part of, you know, your family, you are part of, you know, a company or you know, a nonprofit, you are part of a community opening doors to these nonprofits and nonprofits that you care about, the costs that you care about and put it in front of your networks. Sometimes it’s a lot more important than a grant that you can give or a donation that you can give. Also, you know, elevating the message of nonprofits for something as simple as I am going to subscribe to this nonprofit newsletter. I’m going to, you know, share uh their event on social media. You know, we, we start creating visibility for those small nonprofits that are, you know, totally invisible for.

[00:14:23.92] spk_0:
Yeah, they, they don’t, they don’t get the attention. Yeah. All right. I, I have a, I have a bunch of questions. I wanted you to, I want you to explain through, you said we’re, we’re pulling our money before we know where the, where, where it’s gonna go. So I, I understand that trust. Um it’s also a little risky. Like I would be, I see I would be a bad giving circle member because if it didn’t, if the money didn’t go where I voted for, because I assume we’re voting. If it didn’t go to the vote cause I voted for, I’d be like, oh, I’m not, I, I mean, I wouldn’t pull my money out. I would, but I would be so upset but I, you didn’t go for my cause. So I would be a bad giving circle member. II, I think I would be a bad one.

[00:16:10.07] spk_2:
Tony. The whole idea of a giving circle to be part of a giving circle is that you are putting your individual decision in the back burner because you are deciding to be part of a group. So you, I I, you know, I managed many giving circles throughout the years. Um and I always said during grants night to the members, like please come with an open heart and an open mind because maybe that organization that you are rooting for is not going to get the crap, but you need to leave the room today feeling happy with the decision of the group because you are part of this group, right? And, and yes, you know, and you will have time to lobby and to, you know, advocate for, for the organization that you care about and maybe it’s not going to happen this time, but maybe in the next grand grand cycle, it is going to happen. And again, you’re not about giving circle member. There are other, there are some given circles that actually allow um the the the the members to I’m making up numbers. But for example, you’re going to give, you know, $1000 each member is going to give $1000 the moment, uh, the grants are allocated, uh, 800 is going to go to the decision of the group, but you will still, will have a small amount that you can give to the organization for your choice. So again, you can, you can figure out the rules that. Oh,

[00:16:36.33] spk_0:
ok. So hybrid, right. Ok. All right. So I, I wouldn’t, you know, I’m, I’m exaggerating but I would, I would, I would support the, I would support the decision of the group. OK. But there is a lot, there is a lot of trust. You are. Uh do, do I, I guess this is a question for the each individual circle too. Like does everybody have to give the same amount?

[00:16:47.59] spk_2:
Very good question. And then if you different

[00:16:49.85] spk_0:
amounts, do you get a, you get more votes? Like do you get, if you give 20% of the, the total, do you get 20% of the vote or do you just get one vote? How we can make, we can make that all up, right? We could do it

[00:19:29.14] spk_2:
ourselves. Yes. Because for example, there are many given circles that, you know, there’s a set donation, right? And everybody gives the same. So everybody has one vote. There are other given circles that have um different donation levels in terms of maybe um they’re trying to attract, you know, younger people. So if you’re in your 20 you give this amount, if you’re in your thirties you give this amount if you’re in your forties, this amount or also, you know, in terms of career uh uh development, um there are other given circles that have a floor of the nation like, ok, the floor is $500 but there’s no ceiling. So maybe some members are giving, you know, 5000 or 10,000, but they are still get one vote. And with that extra donation, they are supporting, getting other voices into the given circle and kind kind of sponsoring part of the membership of another given circle member, but they still get one vote. And there are other given circles that do what you mentioned, like there are different membership levels. And if you know, if I’m at the lower level, I get one boat. If I’m on the second, you know, tier, I get two boats. If I’m on the third tier, I get three boats. But that I would say is a very few number of giving circles do that. The majority is, you know, it’s one person, one vote doesn’t matter how much people are giving. There’s another super cool model that um more progressive giving circles are doing that, you know, talking about trust. This is very rooted in trust. Uh There’s a giving circle in New York called Rat Fund and uh it’s a group of friends and what they do is the donation amount is one per it’s 10% of their income. So there is a lot of trust among them because I’m not going to ask, hey, tony, show me your W-2 like, you know, it’s or your tax return, right? It’s like, you know, there is trust that everybody is given what they are able to give and there are also other given circles that there is not a set amount is OK. Everybody gives, you know, something that it’s, you know, significant for you and

[00:20:21.30] spk_0:
Yeah. Yeah. Yeah. OK. Those are all interesting. All right. Thank you. Thank you. Um You talked about AAA relationship with the organization where the, the money is going or maybe in some cases where the majority of money is going because you said you could reserve a little, some circles might reserve a little bit for individual gifts. Um So are we inviting, we are inviting nonprofits to come and present? So the, is that a way of doing it? And then like, how do you open this relationship with the? You don’t just, you don’t just send a check? It’s a lot more than that. Obviously, even your, even your last, your last thing, you know, your last step, you said engagement, uh you know, beyond, you know, giving five Ts and it’s not just treasure. So, but talk about the relationship and might you have nonprofits come and talk to the, make their

[00:21:14.93] spk_2:
pitch in a lot of cases. Yes. Yes. And we don’t call it a pitch because, you know, we want to get away from, you know, kind of the, the, the, the, the shark, the Shark Tank, we don’t want the shark tank competition. But yes, you know, uh, the, in a lot of cases, nonprofits get invited to present to the group and, um, in most cases when a nonprofit gets invited to present it because they are going to get a grant. Um, you know, thankfully, uh, the, the more and more I see given circles is that everybody is compensating nonprofits for their time. So if they are asking a nonprofit to fill out, you know, uh a proposal or come to present or whatever is because they are going to get something. Um We work a lot with groups uh to, you know, talk about trust based philanthropy and how you can, you know, do a lot of the homework as a donor, as a giving circle in the background without, you know, taxing the nonprofit with OK, we’re going to, you know, a site visit and you have to deal with 50 of us. You know,

[00:21:38.45] spk_0:
it turns into a, a grant, it turns into a grant proposal then, yeah. Yes.

[00:23:43.71] spk_2:
Yes. So, but you know, to your point, yes. You know, in a lot of cases the nonprofits get invited to present. So there is this, you know, like face to face, right? And I can tell you, for example, the um in the case of I work eight years at the Latino Community Foundation in San Francisco. And uh and I, and I started the Latino Giving Circle Network there. And so I, I did, I, I was, you know, part of many, many, many grants nights and they were incredible because, you know, the moment you, the moment people hear directly from, you know, the, the executive directors of a nonprofit and have a chance to like, really, you know, kind of like, feel what, what the work entails. It’s, it’s another, another dynamic, right? And, and also, you know, it’s a lot of um I’m not going to say humanizing because it’s not humanizing, it’s getting closer to the work. And uh many times the day after grants night, I had some nonprofit leaders that were, that were coming to present calling me saying, hey, can I join the giving circle like as a donor? Like I love this and many of them joined and I did, on the other hand, many giving circle members that they, you know, they started volunteering with the nonprofits, became board members of the nonprofit or, you know, took some of the trainings, like we have been supporting an organization that um supports um survivors of domestic violence. I have had four members of my guinea circle on that board and they started as volunteers. And you know, so for nonprofits, this is, you know, a big opportunity opportunity to also engage more people around your local community. It’s time for a

[00:24:38.37] spk_1:
break donor box. What makes donor box stand out. We heard it last week from Jenna Lynch. It’s a fundraising platform built with fundraisers for fundraisers. They have the Ultra Swift donation form that makes giving four times faster and it cuts down on drop off. They’re a comprehensive fundraising platform along with the Ultra Swift donation form. There’s event ticketing, peer to peer text to give and the new donor box live kiosk so your folks can swipe tap or dip to pay at events. They’re committed to customer support and they understand nonprofits because they all have nonprofit backgrounds. Donor box helping you help others. Donor Boxx dot org. It’s time for Tony’s take two.

[00:27:55.53] spk_0:
Thank you, Kate. And my thanks to everyone who has brought us to 650 shows and the 13th anniversary last week’s show was great fun. But I wanna amplify my, my gratitude to, to you, to our listeners, our 13,000 plus listeners each week. I’m glad, so glad that you’re getting value that you’re bringing subjects to your CEO to your vice president or to your board that we’re, we’re just introducing new thinking for you, even if you don’t need to share it with anybody, just so glad that we are able to give you value. And I’m so grateful that you’re a listener. Grateful to our, our insiders. You know, there’s about 1000 1100 people that I email each Thursday that welcome me into their inbox each week. And uh And I’m grateful. Thank you to our insiders. The guests, the guests, the show would be nowhere with the guests. These smart savvy, bright folks who come, they share their time, their wisdom, their thinking for your benefit. They, they, they want to do the same thing that you are doing, helping small and midsize nonprofits. That, that’s, that’s where you’re all situated, that’s where you’re situated. You’re the ones I’m channeling each week thinking about who should be the guest and what would you want to know from that guest? Uh And remember it’s, it’s not just the time on the show, but it’s the time that the guests spend working with me to, to narrow the topics schedule, you know, back and forth all that. So they, they devote a lot of time. My thanks to our probably over 1000 now uh guests and the team, the great team, uh Kate as associate producer, Clare, as creative producer, music from Scott Stein, Mark Silverman, our web guy, Susan Chavez, our social manager. They’re both excellent. Both been with me for many years and I should have given a special shout out when I was talking about the guests. I should have given a special shout to Jean Jean Takagi. Of course, our legal contributor, Amy Sample Ward, our technology contributor because they just come month after month show after show, so generous with their time. All those folks, all of you folks. My thanks, my thanks for getting us to 651 shows and, uh, this week and the 13th anniversary, thank you. That is Tony’s Take two Kate.

[00:27:57.55] spk_1:
We’ve got, but loads more time now let’s get back to giving circles with Sarah Loma.

[00:28:06.82] spk_0:
I could see how these giving nights would be very moving. I, I, I’m sure, I’m sure there’s tears in some, you know, tears of joy. You know, the collective came together the, the, the bad apples like tony-martignetti, you know, he got put aside

[00:28:21.59] spk_2:
and, you know, he

[00:28:23.02] spk_0:
got asked to leave, he got asked to leave and that, no, no, no. But

[00:28:27.60] spk_2:
uh I could

[00:28:31.36] spk_0:
see, I could see how these would be very moving events.

[00:28:59.54] spk_2:
Yes. No, totally. One time. Imagine, like we, um we uh hearing from an organization that uh works with refugees and, uh, and does, you know, uh legal help, et cetera, et cetera. And um we were working with them around, you know, an advocacy campaign and they were doing like a uh registering to vote uh campaign, right? With young people. And this young guy came to present and he, he was undocumented and he was, you know, leading a lot of these campaigns in colleges, getting people to register to vote because he said, you know, be, be my voice. I don’t have a voice, I cannot vote but you can. So, you know, those kind of things. It’s like, of course there were tears in this, you know, in these nights? Yeah.

[00:29:28.81] spk_0:
Uh Is there a directory of giving circles that, that folks can look to see if there is one in their community or, or more than one

[00:30:35.92] spk_2:
great question? Yes, we have on our website which is philanthropy together dot org. We have the global directory of giving circles. So you can put your zip code or you know, some keywords. Um And you will find giving circles near you or you know, around the cause that you care about. If you don’t find one, you are invited to start your own and we offer free trainings every single month. Um It’s a 90 minute training to, it’s called launch pad, launch pad for you that gives you all the tools to start your own giving circle. And not only that because you, you may think, well, you know, 90 minutes is like you get all this information and then what um you are invited after that to be part of, you know, we do monthly group coaching, one on one, you know, coaching sessions with our staff, everything is free of charge. We have a donate what you give, what you can or what you want kind of model because what we want at the end of the day is to have more people engaged in, in, in giving.

[00:30:55.13] spk_0:
Are you finding community foundations are sometimes supporting these giving circles or, or spon sponsoring or encouraging

[00:32:14.35] spk_2:
these uh great question too. So a lot of um there’s a lot of giving circles that are, that are hosted by community foundations um because, you know, uh to in order to manage donations, right? A lot of giving circles are part of a community foundation. They are a program of, of a community foundation or hosted by them, like fiscally sponsored by a community foundation. Many community found nations have seen the, you know, the benefit of having given circles when they are trying to also grow and strengthen that ecosystem around them, right in their community, many very tiny community foundations when there is not like a big culture of philanthropy in their community find that starting giving circles, it’s a great way to, you know, to attract people and to teach them around philanthropy. And also for a lot of community foundations when they are trying to diversify their, you know, the their, their community of, of donors and, and people that participate in other programs. So we also offer a program for community foundations for Jewish Federations for any faith, you know, uh based organization or philanthropic um intermediary that’s called launch pad for hosts. And that one, we offer it once a year. So it’s uh it’s usually in February and it’s like a six week um program.

[00:32:30.31] spk_0:
Oh, that’s more extensive. OK. But

[00:32:32.19] spk_2:
yes, yes, because we go through everything and, and you know, even the, the, the what we want is a win-win situation for the host organization and the giving circle. So there’s, you know, a lot of nuances there.

[00:32:58.48] spk_0:
Yeah. Yeah. More extensive for the host. Yeah. Organizations. Um, are you finding many gifts to individuals? Like, maybe it’s a, maybe it’s an artist or, uh, you know, or, or a startup nonprofit, you know, or someone who wants to start a nonprofit. But they’re, they’re not there yet. Are you finding many donations there?

[00:33:49.79] spk_2:
More and more? And actually that is something that changed during the pandemic, right? Because when we saw a lot of mutual aid societies, you know, popping up um a lot of giving circles uh so that, ok, you know, we are giving to nonprofits. Yes, but we also want to give to individuals. Um There is a great network of giving circles that it’s called the Awesome Foundation. Um and the Awesome Foundation gives $1000 at a time to awesome projects and most of those projects, they are individuals and, and, and leaders and initiatives. So the money gets moved really fast and, and they have chapters all over the US. Um And Canada,

[00:35:06.26] spk_0:
I could see how this would be such a boost to that. You suggested, you know, giving uh creating a AAA giving culture in a, in a small town or, you know, or, or, or diversifying. These are, these are points you just made, I’m just amplifying them, you know, uh encouraging folks of color to come together. Uh I know from your TED talk, you know, there are, there are uh uh there are, there are uh Pacific Asian Pacific Islander giving circles. There are Black giving circles. There’s all around all kinds of faiths. You, you mentioned Judaism. Yeah. Uh Your TED talk I think mentions Muslim Muslim giving circles. Um So, you know, bringing people together in the, in the community and of course, you know, it could be nationwide too. You had said, you know, your point earlier about the, the, the being the virtual possibility. But, but I love the idea of bringing folks together in the community because they, because they know what, you know, they want, they know what the needs are, they, they, and, and, and we’re all gonna have to sacrifice a little bit. But in the end, we all come together for where each of our, like each of our individual giving circles intersects with everybody else’s giving c individual giving circle. And that’s where the, that’s where the larger giving circle is giving at the intersection of all our individual circles.

[00:37:53.85] spk_2:
Totally. And also, you know, I feel that the, the, one of the most important parts of giving circles is that giving circles function as seat, you know, seed funders for a lot of small grassroots nonprofits, right? So that those small, you know, local nonprofits that are, you know, totally invisible from big philanthropy. They may get some money here and there from small, you know, local businesses, they get, you know, some individual donors. But a giving circle is that kind of, you know, seed funder for different projects. And then many small nonprofits lever touch that because if they, you know, they have been supported by a giving circle for a couple of years, they can go to a foundation and said, hey, you know, by the way, this and this given circle has been supporting us, it’s like a seal of approval too, right? And also, you know, something that I wanted to mention that I feel that it’s key, more and more nonprofits are just focusing on the big gifts and I get it. You know, I’m, I’m a fundraiser. So I know that sometimes you think like, ok, there are 24 hours on the day, you know, or we need to, I need to focus on, on the big gift instead of the little gifts, right? But that I think it’s a mistake and why is that we need as nonprofits, we need to diversify our funding because what is going to happen when you’re a big gift, changes, you know, changes uh their mind and you are going and there that big gift is not going to come and you are in trouble if you take the time to really create a big number of supporters, a big ecosystem of everyday givers around your organization, you, you know that that is, that has a ripple effect and it’s going to be great in the future, you know, every time people come and say well you know give in circles. Yeah, they’re cute. No, we’re not cute. It’s we’re awesome. We’re really powerful because you know, engaging, especially younger, the younger generations, right? If you get people, young people passionate about your cause that young person in 10 years, in 20 years, that may be you know, the new whatever whatever entrepreneur, the director of ex corporation and we and but we we need to start somewhere, right? So telling everybody to focus on everyday givers is key,

[00:38:10.64] spk_0:
this is empowerment, you know, this is, this is what, what we’re doing. Uh nonprofit radio, big nonprofit ideas for the the other 95% this is who you’re talking about. Because 88% of the gifts go to 5% of the nonprofit. So we’re talking to the same audience, the other 95% are having to split up 12% of all the, of all the formalized giving and, and, and institutional giving and we’re, we’re trying to democratize here.

[00:38:41.02] spk_2:
Yeah. And also, you know, for, for the fabric of our society, I feel like because again, like if we, if we keep telling people that can donate $50.20 dollars, uh you know, your gift is not important.

[00:38:48.89] spk_0:
That that’s terrible, that’s terrible practice.

[00:39:01.10] spk_2:
Uh Yeah, because you know, they will come, you know, the bill the next billion or to, to give the billions and decide what is worthy of funding. It’s bad because then we have people that are not going to be engaged in giving and in generosity and in volunteering and that is dangerous for a country.

[00:40:52.87] spk_0:
I could take it a step further. And, you know, because my work is planned giving fundraising and I am routinely saying to clients and to folks that I’m training in webinars that you’re small donors that are consistent that you. Uh and I don’t care if the average gift I’ll give even smaller than you. I don’t care if their average gift is $5. But if they’ve been doing that for many years, like eight gifts out of 10 years or for some nonprofits, it could be 20 gifts in 15 or 20 years. But the, but at a, at a smaller dollar level, they are a terrific prospect for a planned gift because they’re always thinking about you and sometimes maybe multiple times in one year. It’s not even just a single single gift in per year. But those small dollar donors are your, are your very, very good plan giving prospects. Of course, your wealthy donors are too. We’re not excluding them naturally. But, but those small dollar donors who give consistently and do it over many years, they become your planned giving donors and the average, the average gift in a will in the US is $35,000. Nobody, nobody leaves $5 in their will. So, uh so it’s all the, all the more important to be cultivating and encouraging small dollar donors. You know, and some people like to say, modest gifts. I, I, you know, I just say they’re small and, and we’re not commenting on the person’s character, they’re not small people, they just give small gifts. Uh so call it what it is small gift, but they are still, they are still valuable and you’re absolutely right in the future, they can become very, very different types of donors. And my point is they could become very good planned giving donors

[00:41:04.37] spk_2:
totally, totally. And also, you know, for me giving circles are again this like a civic engagement, incubators for sure. Yeah.

[00:41:10.87] spk_0:

[00:41:27.15] spk_2:
civic engagement, incubators, people that participate in giving circles, I mean, there is research behind it that people tend to give more even, I mean, in the given circle and then outside the giving circle and they tend to participate more civically, you know, being part of their neighborhood association, being part of the PT A being part, you know, and that’s what we want, we need engaged people, we cannot, you know, deal in this time with, you know, people just looking at their phones and that’s it.

[00:42:08.78] spk_0:
Yeah. No, they, you’re right, engagement, community engagement, civic engagement. You’ve got me thinking about, so we’re talking about giving circles and planned giving. I’m thinking, what about planned Giving circles? I don’t know if there’s something that I don’t know. Well, but planned giving is all individual like, it’s my, you know, it will be based on my will or my life insurance. But we’d have to think about a way to for there to be a collective planned gift.

[00:42:47.93] spk_2:
But you know what you might be on something because for example, we could start planned, like, and this could be great for nonprofits around, you know, a specific, like maybe ethnicity or faith or, you know, a specific issue. It’s like you may like those board members or those, you know, recurrent um donors, right? Like they can become part of like a learning community, like a given circle and they can be a pledge, right? They can be kind of like a pledge of a, right? They, they

[00:43:27.20] spk_0:
could be that they each make their own commitment but again, they’re, they’re coming together to support the community and to learn together and share ideas together and then they each make their own, their own commitment. But there’s, there’s still the, there’s still the collectivism of, of a giving circle just that the, the, the, the the ultimate gifts are, you know, I’m, I’m doing, I’m doing this one and or maybe they would come together and say, you know, we love this cause. Well, I’m gonna, I’m gonna devote some of my estate, my, some of my will 5% or 2% to this cause and let’s all do it together. I mean, there, there could be that it could be that kind of collectivism too. So I have to think planned giving circles. I don’t write off that idea that, no, no, no,

[00:43:31.15] spk_2:
no, no, no, no, I’m going to actually think more about

[00:43:52.34] spk_0:
plan giving circles. Yeah, we should, we should talk more about that. Um, all right. What about other nonprofits? So, we, we talked about community foundations and how they could be enablers and hosts and sponsors but other nonprofits. Um, I mean, they could, they, you could encourage giving circles in your community. You could try to find the giving circles that are in your community already and maybe reach out to them. What, what, what do you see as the overlap between nonprofits and giving circles?

[00:46:27.32] spk_2:
Totally. So what we have seen is, you know, different nonprofits in, in a certain community working together, right? To create like, you know, again, what you want is to create a strong ecosystem of donors, right? So it’s not about competition, but maybe collaboration with other nonprofits. Um There are nonprofits that are starting giving circles to support their own nonprofit, right? And you may be thinking well, but then it’s not really a very, you know, traditional giving circle because they’re, the group is not deciding uh between different organizations. Yes. And they may be deciding among different projects. So there are some nonprofits that have different projects and they create given circles or donor circles inside, you know, their, their community. And uh and each, you know, each circle will support different projects inside the nonprofit. Um Also, um I mean, again, it’s a really uh uh some organizations, uh the way that, that the way that we have seen it is they’re starting giving circles, like, for example, if they have scholarships, right, uh if they are giving scholarships, but the scholarship uh amount is too large for a single donor. Well, you know, they are encouraging their, their community to create these giving struggles and kind of, you know, give together one scholarship. Um Yes, but, you know, we get uh we get uh calls from many nonprofits because yes, it is a very good way to, to create um this strong, you know, group of supporters because I am going to tell you that a given circle member is not your regular donor is, you know, is someone that is not passive, they are not going to send a check and call it a day. They will be a lot more involved and they will advocate a lot more. So that is, you know, that is the beauty of, of it. Um for some nonprofits, maybe they say my God, no, I don’t want to, you know, to love these people engaging. Um but for, for a lot of nonprofits, it’s something that is, you know, it’s, it’s, it’s working and we actually, because we get so many um calls from different nonprofits. Uh One of our projects for this summer is to tweak one of our programs, the one that we offer for community foundations, but tailor it for small and medium size nonprofits.

[00:46:48.44] spk_0:
So you have launch pad, you have launch pad training uh for like host, host training for small and midsize nonprofits.

[00:46:54.35] spk_2:
We will have it, we will have it in the fall. We’re working on it this summer to just like tweak the curriculum and we will have it in the fall. Ok.

[00:47:03.99] spk_0:
Ok. Uh What have I not asked you about that? Uh that you wanna, you want folks to know?

[00:50:05.79] spk_2:
Well, also, you know, we at philanthropy together um we are this umbrella organization and we work with all the networks of giving circles. So there are many, many networks of giving circles around the globe and here in the US. Um So, for example, you know, we talked about uh the faith based giving uh networks, right? The American Muslim Community Foundation amplifier, which is uh a net work of uh giving circles based on Jewish values. There are many networks of giving circles based on ethnicity. So the community investment network is around black and people of color given circles. Uh A PP uh Asian American Pacific Islanders in Philanthropy has uh given circles. Uh the Latino Community Foundation. Um they are political given circles. So um future now has a network of hundreds of political given circles. Um The women’s Given circles, there are many networks of women’s given struggles. So, Fios is a very strong one that, you know, encompasses thousands and thousands of women giving uh together women rights is another network of women’s giving circles that the donors are based in the US, but they give internationally. Um There is also 100 who care Alliance, which has hundreds of chapters. And the model is very easy to follow because it is 100 people given $100 every quarter. So they give, you know, at least $10,000 every quarter. And there are groups of only women, only men coed teenagers, we have seen a lot of teen of groups of teenagers giving together. So, you know, anyway, there’s many, many given circle networks that also if, if people can want to start a giving circle, I encourage everybody to look at the networks because they offer you, you know, support webinars community around the the different, you know, ethnicity or faith or, you know, values, right. Right. And the other thing I think the last thing will be that um this year we’re super excited because uh we added kind of a a second focus around collective giving. So we focused the first few years just on giving circles. Now we’re working also with collaboratives, so collaborative funds. Uh and these, you know, it’s groups of individual donors or institutional funders that get together to tackle the specific costs, right. And these collaboratives, they move from, you know, a million, a couple of million dollars to hundreds of million of million of millions. So we’re excited to, to be working with them too and, and, you know, kind of creating a community and a space for them to learn from one another.

[00:50:18.23] spk_0:
Some of those are, are combinations of individual and institutional funders. Yes. Oh, interesting.

[00:50:30.52] spk_2:
All right. Yes. Yes. Like for example, you know, Ted has the audacious audacious project and they um this year they granted $1 billion to 10 organizations and the donors are a combination of um individual donors or families and a couple of institutional donors. Yeah.

[00:51:09.34] spk_0:
Mm mm All right. Why don’t you just leave us with uh some, some uh inspiration around giving circles, some something positive. Uh Even if you’re just repeating something we’ve already said leave folks with uh something, something upbeat and, and empowering.

[00:51:29.71] spk_2:
Yes. OK. So don’t, don’t think of, you know, don’t think too much. It’s not rocket science like people, it’s not rocket science just do it. It’s, it’s a lot of fun and I feel that it’s also why, you know, uh people gravitate around giving circles because it’s a lot of fun. It’s, you know, is, is social, is community and we know that, you know, the issues and the problems of this world are overwhelming and huge giving should be joyful, the act of giving should be joyful and giving together is joyful. So, yeah, and you know, for whatever you need, reach out to us, you know, engage with us and, and thank you tony for, for having me,

[00:52:44.45] spk_0:
Sarah. She’s uh ceo of philanthropy together at philanthropy together dot org. Check out the uh launch pad training, whether you’re starting a uh whether you’re a starting on your own or your uh community foundation or, and then for the host training and then in the fall, there’ll be something for small and midsize nonprofits and the ongoing training all at uh all at philanthropy together dot org. And uh Sarah is at Sarah underscore lo Mein. Sarah. Thank you very much for sharing all this. I I love it. Thank you for, for your expertise. Thanks for your energy. Thanks for what you’re doing to empower communities and individuals to come together. Thank you very much.

[00:52:49.27] spk_2:
Thank you so much, tony and yes, you know, I’m going to put my arms like you put it because yes, thank you.

[00:53:06.56] spk_1:
Next week, leadership lessons with Steve Johns on his new book. If you missed any part of this week’s show, I’d beseech

[00:53:10.52] spk_0:
you find it at tony-martignetti dot com.

[00:53:28.73] spk_1:
We’re sponsored by Donor box with intuitive fundraising software from donor Boxx. Your donors give four times faster helping you help others. Donor Boxx dot org. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate martignetti. The show social media is by Susan Chavez, Mark Silverman is our web guy and this music is by Scott Stein.

[00:53:45.68] spk_0:
Thank you for that affirmation. Scottie be with us next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for September 28, 2018: How Foundations Make Decisions: Data Matters

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Grace Sato & Nicole Lee: How Foundations Make Decisions: Data Matters
It’s our final show in Foundation Center Month! Looking at their annual report, “Measuring the State of Disaster Philanthropy,” Foundation Center‘s Grace Sato explains the research her team creates and how foundations use data to make smart funding decisions. Nicole Lee from United Airlines shares how her company does disaster philanthropy.






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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent from your aptly named host. We’re live from the foundation center in new york city. Oh, i’m glad you’re with me. I’d be hit with a stick. I assis if i saw that you double down on the idea that you missed today’s show how foundations make decisions, data matters it’s our final show in foundation center month. Looking at their annual report measuring the state of disaster philanthropy, foundation centers, grace sato explains the research her team creates and how foundations used data to make smart funding decisions. Nicolay, from united airlines shares how her company does disaster philanthropy dahna welcome our studio audience thank you very much for coming out. Welcome to our youtube audience, which sold out. I hope you, uh well, there’s, nobody on who would have been locked out because that you wouldn’t be here, but you may have come back, so i’m sorry if you got inconvenienced if you were locked out, we had so many subscribers we had to raise the cap, but i’m glad you’re with us so many youtubers, thanks so much for being with us on tony state, too, i want you to stay with the show, responsive by pursuing full service. Fund-raising data driven and technology enabled. Tony dahna slash pursuant capital p wagner, sepa is guiding you beyond the numbers. Wagner, cps dot com bye, tello’s turning credit card processing into your passive revenue stream. Tony dahna slash tony tello’s and by text to give mobile donations made easy text npr, to four, four, four, nine, nine, nine youtubers want you to send us your questions. You could put him in the comments. We have somebody watch etching that stream, so by all means, you’re a part of the audience, sending your questions youtubers, and we will get to you. Same thing with our studio audience will be taking questions here, too. Very glad to welcome our guests. Grace sato is a knowledge services manager at the foundation center. She analyzes data to describe trends and priorities in philanthropy. She’s worked in a in the nonprofit sector from more than fifteen years before researcher she was a social worker in children and family services. Greece is seated right next to me. Nicolay is senior manager of corporate and community affairs for united airlines in chicago, illinois. She’s accountable for marketing, communications and storytelling for the group customer facing charitable initiatives and humanitarian aid and disaster response, she’s worked in corporate social responsibility also for more than fifteen years. I want to welcome phil it’s, our friend here, phil. Philanthropy he’s been getting shot out. Uh, people have been wondering what’s that bear in the audience who said, you know the bear phil is no longer in the tardis on stage with us feel standing here sitting here. I don’t know if you can see he’s got a foundation center cap on. I’m no few tubers. You can make that out. But foundation center kapin join me in welcoming philanthropy and grace and nicole, thanks so much for being with us. Great. So we’ll start with you. Oh yeah, knowledge services manager, what kind of knowledge are you accumulating ? We are accumulating knowledge about institutional philanthropy and so no non-profits are often familiar with foundation center because of the grants data, and they’re looking at it to identify potential thunders for the areas of work and internally. We’re also looking at that data to talk about trends in the field of philanthropy, and we’re able to analyze that data in lots of different ways, according teo, whatever the research question might be. And so today we’re talking about disaster philanthropy, but it’s a whole new range of issue areas and some of the things that i’ve worked on or i’m working on this year, you know, it could be funding for dance in the chicago area to funding for latin and central america funding for young men of color. So you know, whatever questions people might have about what philanthropy is doing in a certain area, we’re able to look at our data to talk about is it foundations that come to you and ask you these specifics, like what’s the state of funding dance in chicago, it often can be the knowledge. Tools that we create tend to be funded nowhere non-profit just like others. And so the way we operate based on contracts and grants and so it’s, often foundations that are funding us to do research in a specific area. Okay, andi, is it also initiatives on your own ? Yeah. We used to create these publications on key facts on philanthropy, and we’re going to go back to doing an annual report, like giving us. Yeah. And we do provide data to giving us for for their sort of peace of the philanthropy data. So, yeah, we do some of that. And we do. You know, if there are specific issue areas, maybe not even related to the grants data, but we might do special work on topics that are of interest at the time on dh. Then how is this fed back to ? I mean, i could see if it’s a if it’s a specific foundation or consortium asking and obviously that their privy to the data. How about for the wider community ? How did they access ? Yeah, i mean, let’s say that ninety percent i don’t know. It’s. Just if wait, what we create funded by philanthropy is available to the public so it becomes public knowledge that anyone can access and especially when we’re, you know, posting reports online or we’re creating these websites that people can go to it’s often a non-profit audience that’s coming to use these two okay, is there one specific site people can go to to see all the yeah available research way have it like a research collection on issue lad, i think it’s called knowledge services that foundation center that or always bet up during the break to see if that’s actually correct, but so there is a collection of all of our research report you can go on our web site foundations under not or to see what other like online tools we have a deal okay on, is it ? Is it just us philanthropy that you’re that you’re measuring or global is well now disaster report is global on yeah, we’re getting a lot more global data like foundation center used to be very us focused, but we have a lot of partnerships with other organisations where we’re getting a lot more non us donordigital dahna and so increasingly what we’re able to analyse isn’t just about us. And so the disaster philanthropy work that we’re doing, we’ve done this annual report in partnership with the center for disaster philanthropy for fight. This will be our fifth year, but this is our first year in that time to actually say let’s, just look at the whole universe offending, not just limited to us foundations, okay, donors as well as recipients, of course international as well, okay, buy-in bonem so we moved to the disaster philanthropy area, you’re so this is an annual you’ve done this, what, like, three or four years in a row now ? Okay, um, and you’re covering not only natural disasters, but man made humanitarian christians as well movement of people, refugees, yeah, and that’s, the kind of work were able to do in partnership because we’re sort of the experts on the data that are our funding partners or partners, whoever they might be, are they experts in the issues that we’re analyzing ? And so when we first began working with the center for disaster philanthropy, one of the first things we did was build this advisory committee to talk about, like, how do we want to look at the data around disasters and so with this expert committee, we have this taxonomy that looks at the different disaster types before this work, we just sort of had a code for disasters that now worry about the distinguished what’s for hurricane versus what’s for a volcano and look at it in a more nuanced way and also specific to this project they were like, we’re not just interested in the type of disaster, but we’re interested in where in the funding cycle are people giving so there’s a lot of giving going towards an immediate response and relief that how can we know what’s being given for a long term recovery, who’s getting for disaster preparedness ? And so when we work in partnership, were able to say, okay, well, this is how we can begin to code the data to look at those kinds of questions. How confident are you ? Of ? Of what ? Uh, what percentage of the data of the last disaster giving you’re able to capture ? Oh, um, that’s a big question. So, like foundation centers, focus is on institutional philanthropy, but there’s a whole lot of giving going out from individuals that were not necessarily capturing, you know, we’re able to see, what is the u s federal government doing through fema data and hard data, but your country’s air giving for deciding things institutional include government ? Yeah, and what we were able to do right now is track us through the they’re sort of measuring what’s given from governments to governments or what’s giving from multilateral institutions. And we’re analyzing that data but there’s a whole world of data that swimming out there and so were we were analyzing what we have access to at the moment. Okay, okay. Let’s. Bring nicole in and we’re gonna talk more about the disaster. Philanthropy report. Cole, uh, um acquaint us with the philanthropy that united airlines does have, does it ? How does it react in this disaster response area ? Well, at united, you know, we pride ourselves and as an airline and preparing for emergencies for aircraft emergency specifically. So we’ve got a lot of experience and skills in those areas and lends itself really well in the immediate aftermath of a natural disaster and really that’s sort of where we have found a sweet spot for ourselves in terms of being able to leverage our assets are network or people on our customers to respond to natural disasters, so really, since since i’ve been with the company about ten years now, i can think back to about two thousand eleven was the first really major major disaster that we responded to is the japan earthquake and tsunami, when the fukushima power plant went down on that impacted some of our people that were out there stationed at the airport, and we had an opportunity to provide assistance, and we look at each situational in isolation of bite-sized so really, what can we do to respond ? How does it impact our operations and our employees and our customers on what’s the best way for us to add value to the situation ? It’s not every night, every disaster that we respond with an aircraft, we have aircraft, and we have the ability to get in where people might not be able to, but in some cases, the real power and value that we add is helping to stand up fund-raising so we’ll run an online fund-raising campaign and provide an incentive for our customers to donate cash. Our disaster partners were well versed enough to understand that the best thing that we can do in disaster situation is to provide as much cash support as we can for the the experts, uh, but all of the humanitarian aid partners that are out there disaster response experts that know what they’re doing, rather than doing code drives and who drives, we understand that’s not a very productive way to respond to this disaster. So we do look at those factors you were able to leverage. The united resource is to come in from chicago. I think you want everybody flights. Thank you for your see the boards. It’s aa years is the thin crust, a deep dish twenty five times a day, right from new york to chicago. Many operas even shout out unearned media for united airlines. Absolutely, absolutely. How do you decide ? You know, as the company let’s make explicit united airlines doesn’t have a foundation, right ? We no longer have a direct information on all of our corporate giving is then through through our department corporate community affairs, we continue to support many non-profits and causes around the world through our department is s o is the response than primarily when it’s, when it impacts united operations, you you have hubs ? Um, is it when it’s one factor that this was one yeah, it’s an important factor may would be lying if i said that it wasn’t absolutely it’s a corporation is a corporation way look at every every situation of itself in the case of the nepal earthquake or the haiti earthquake. So those were two locations we didn’t serve commercially on with haiti. We felt really compelled, given the state of the country that really urgent need for assistance on and we were able to secure an aircraft when we’re the first commercial airline to fly humanitarian flight into port au prince um and that really i think, is a point of pride for me. As a united employees, we focus on doing what’s, right ? And when we can. And when it makes sense for us to do it, we do. On. We ran humanitarian flights until the airport was open for commercial operations. When you say humanitarian flights is that flights that have a dh correct way people toe responders is a matter of fact. Wear passenger airline. But we carry quite a bit of cargo as well, eh ? So whatever we could fit in the bellies of these planes, we we brought water. We brought medical supplies. We brought tents. We brought surgeons. We bought rue, brought search and rescue. We brought experts in clean water. There were a lot of a lot of various volunteer groups that we opened up our aircraft to to bring people in on. And then we were part of the evacuation exercise as well. The military was in charge of the airport at the time, and there were droves of people who were looking to get off the island on. And we flew those people out of port au prince into different places like chicago or new york. Um, scuse me just chicago at the time. Actually getting my time wrong here. But if they needed to get beyond chicago. We took care of that too. Uh, worked really closely with a partners to make sure that individuals had what they needed when they got tio their destinations. If we’re flying them through chicago, we had partners, they’re ready to give them clothes is a lot for a lot of folks. They don’t have anything but the shirts on their backs waiting for their waiting for a way out of the island. Grayson, do you find that local foundations will will help in in some kind of crisis, even if it’s outside there outside their mission, you know, if they’re they’re devoted to funding or use dance of arts or social services or something that’s not related to humanitarian relief directly, but they’ll they’ll they’ll step up anyway. Yeah, i mean, i think when a disaster hits an area, it affects everyone and everything. So even if your focus is like the arts, you’re artists are going to be impacted by that disaster. And so one of the things that are partner of the center for disaster people impacted. Yeah, maybe students might be the homeless, you know, whoever it is you helping during that there’s a. Need there differently than your mission exactly. And it’s, not common tear. A foundation described themselves as a disaster thunder like there aren’t that many that would say that’s what we do, but when a crisis happens, every funder becomes in some way, disaster funder, they’re going to be doing something to address the crisis. And so one of the things we hope is that as we keep talking about it and hasn’t keep bringing data and best practices, fenders will start to think of themselves a little bit differently, so that don’t make choices that will spending decisions that will really make an impact on hoping whatever population there trying to serve. Do you find that ? Not sure how to work this is it foundations relying on ? They must be relying on local partners. How did they ? How did they determine who they’re going to partner with in the midst of a crisis ? Yeah, you can’t have partners set up everywhere, right in the certainly in the country or even in the world. How do you how do they make those decisions ? Who ? The partner with the day of a crisis. The day after a crisis ? Yeah, i mean it could depend on the thunder thunder focuses on a specific region they might have relationships with the non-profits that are working on the ground, but often, if that doesn’t happen in a foundation, wants to give teo kind of a topic that you talked about a couple weeks ago on community philanthropy it’s often the community foundations that are building some kind of response and recovery fund that larger foundations will give. Teo and nicole, you can probably speak more to that, but, um, kind of with the understanding that these communities next she wants your Job yeah, somebody 1 of the job last week too. He was that paul was that guy thought he was set for overviewing and then he botched something. He got all confused. He lost his point. He said, well, i should get what i was thinking. I was going to say so stuart, was that stuart ? Yeah, stuart post. And then so i bailed him out, so he realized he was not teo ugo. So ? So how do you how do you do that ? Nicole, what do you do in a crisis ? You go to community foundations or if it’s international, how do ? You choose the local partners, give often times it’s cash, you said. Sure, so we do, like i said, rely heavily on our on our global partners. But at the same time, we rely on our folks that around the ground, our government affairs and international regulatory point, is your employees s so i can point to a really great example of this with the community foundations is with california wild players. Att the end of last year, beginning of this year, we said, we ran a few fundraisers and really looking to make sure that the dollars are staying local, giving our customers options to provide funding for various different size organizations. We partnered with shasta regional community foundation as well as north coast opportunities. Most recently on really got those recommendations through our community relations staff person, who’s on the ground in san francisco and working through a government affairs folks that are on the ground as well. On let’s see grace’s diving little deeper to the disaster philanthropy report. Now you two met when the report was being released. Is that right ? Yeah. Were you in love with the report ? Really old friends way was about this time last year. Okay, what ? What ? Give us a like a top one or two take aways you know, top points that their people were goingto direct people to the reports. That report is available to you, let’s start with what are a couple of major points. Yeah, right. So it’s, based on kind of the annual analysis that we d’oh called the state of disaster philanthropy and because of the nature of the data that we’re working with, we don’t say we have a complete your set of data until maybe about two years after the fact. So, like this year, we’re releasing a report in november, and that will be about twenty six places to write this twenty seventeen from twenty, fifty ways. Yeah, trusted team. So we’re always a little bit, you know, behind because you just need enough data and the way we are able to get data can take time to collect. Um, but i would say maybe the main takeaway from the work that we’ve been doing is probably really intuitive, but it kind of it gives the analysis to support what one would already imagine to be true, which is that the majority of funding for disasters happens for the immediate response and really effort and there’s not enough funding going towards the mid to long term recovery and there’s not enough funding for preparedness for communities and making communities resilience before and the long term after mid term and long term after yeah, you know, it’s it’s hard the you know, the cameras go away, the next news item comes up on dh people in that region, whether they’re refugees or it’s ah, tsunami, you know, there’s suffering for years, but the attention of the world moves on, yeah, the needs linger. And i think that’s also where, like the local partners, the community foundations are really important because there they’re there to stay, you know, they’re part of that community, and so they’ll be able to see the needs with a long term and i think that’s also why they’re important partners in this work because there, i think, may be able to address and see and feel the sort of longer term impact of these disasters and address them and try to keep attention focused them, i guess, the attention of funders not going to get the attention of media unless it’s the anniversary of the media, likes to come back a year later, the two years later, what’s the progress, et cetera. But in the meantime, funders funder attention needs to be, you know, nicole is united ableto help in the in the mid term and long term after after a disaster ? We are so we are able, teo and i think, you know, having listened to the presentation and of the report last year was really eye opening for us, but really did sort of reinforce what we’ve been experiencing ourselves in terms of seeing the need for more preparedness and resiliency for a very long time. We were way found our our niche really to be in the immediate aftermath and hadn’t really considered what the opportunities were tio continue helping with rebuilding and resiliency, really looking at the other side of that with preparedness. Really, i think, with with hurricane harvey last year, i think it really hit home to us with harvey hitting right in the heart of houston twelve thousand employees there we felt it very acutely with our own families that were living there and our operations being impacted and the communities that we really cared about. So i think post, harvey, we really started to look at what other partnerships we could we can engage in and with partners with our disaster relief partners. What are they doing in terms of preparedness and resiliency ? So it’s looking at are the landscape of our partnerships to see what what it is they’re doing. We really trusted our partners to be the experts, you know we don’t it’s not our business, tio be disaster, philanthropy and disaster response experts. We really look at ourselves is really strong partners to help our help empower and enable our non-profit partners to do what they do best really lean on them. Tio do that. And then, of course, to the extent that it’s it’s cash that e-giving from the from the from the customer campaigns, you know that if that’s to the community foundation, then there’s, you know there’s a contribution to the interment linked arms graceful zsystems yes, it’s going to say and there’s something to be said about this foundation’s being prepared for how well really will respond the next time ? Probably built in the body of experience that way kind of no, we don’t want to do this, we want to do this and having, you know, there’s like a different level of prepared miss four philanthropy to teo themselves be ready for how they will respond to the next disaster. One of the things i heard recently was that for community foundations it’s really important for them to have a mechanism for individuals to give to their friend because after, like, three to four days, the donations were well, peter is like a third comes in the first three to four days, and then the remaining two thirds come within, like two weeks or something. Yeah, very short iss and so often, when community foundations are building this response, recovery funds, they actually need to have that set up as soon as the disaster happens because people will want teo set up in advance so that it could be activated and promoted, and one of the stories was that from the puerto rico. Disaster last year the community foundation didn’t have a mechanism in place, and so it was sort of a cautionary tale for community foundations. Durney is to be ready, and of course, you know them, they had their electric power grid go out, so yeah, but yeah, so there’s a level of preparedness for institutions, um there’s a level of preparedness for individuals and no so quickly people to be ready. But, yeah, the preparedness happens in all sorts of different ways that i could come in on that affecting offer something really quickly just sort of based on everything that happened last year with harvey, irma and maria. Then there was an earthquake in mexico city. More and more, we’re seeing weather events that are severe and needing assistance on what one of the things that came out of that experience last year was really within our company at least coming together with our business continuity, emergency response, human resource is and community of various teams. Teo come up with a playbook. So you talked about preparedness, and we are much better prepared based on learnings from last year, you know, with wanting teo provide as much care for employees and customers as possible. I’m balancing that with the resources that we have what’s realistic. So now we’ve we’ve spent the better part of the last year putting together a playbook that has, frankly just ready menu items that we can deploy and then we’re ready to do. We’re ready to deploy an activate none within, you know, twenty four hours of an incident, but we also have a framework that allows us to evaluate what we want to deploy and this year, in fact, with our fund-raising so i’m glad that you brought that up in terms of the number as well, we do disaster fund-raising campaigns with our customers from this year was the first time that way did a general disaster risk excuse me, disaster relief call out to our customers. We’re looking at florence at the time, and there were about five other severe weather uh, yeah, there was the country there was typhoon man coo out in the pacific, and we actually have a lot of operations out there as well and impacted our customers and our employees were global company teo run separate campaigns for every single one of these was not realistic. And it’s not helpful to our aid partners as well. You know, if we put up a campaign for one incident and then there’s two that come right behind it now, we’ve sort of sucked all the money up out of donations, and these organizations don’t have the flexibility because they accepted money for a specific incident. Eso in really providing the most flexibility tio r a partners to do what they do best general disaster, general disaster campaign that’s running through the end of october right now where we’re offering our customers doing it donate fifty dollars or more bonem smiles thanking them for their contributions because we know really yes, yes, you can earn up to one thousand miles telling e-giving linklater. Yeah, well, can you now have an inn ? Can you give me, like, a double match or something ? So we’ll see what we can get. Three thousand for the for the fifty but wait till the mikes way. Have you have any questions that start with our studio audience ? Any ? I have. Ah, pre prepared. I have candy as an inducement. Teo. Question asking. You will get you get one of these life savers. Can any ? Questions ? Any questions here, anything on our live stream ? The questions. Okay, youtubers, don’t forget. You know i can’t send you candy. I can show it to you. I can tease you with it, but i cannot dole it out. Sorry, but ask your questions. Youtubers, um, and let’s say this seems like a good time. Well, yeah, i do a little business. Ok. Do a little business pursuant. Their newest e book is fast non-profit growth stealing from the start ups. They take secrets from the fastest growing corporate startups and apply those methods and good practices to your non-profit work. The resource is free, just like all the pursuit resources are and it’s on the listener landing page, which is that tony dahna slash pursuing with a capital p for please or precise. It could be for pursuing, but use the capital. P ah wagner. Sipa is there’s. No accounting rule on how you account for contributions. Is it a contribution or is it an exchange transaction ? You don’t have to no that’s. The beauty of this wagner has you covered ? You start at wagner cps, dot com and then talk to the partner. Which tomb. And if ? You’re here in the audience, you could talk to him right now because i’m going to raise his hand. There he is, there’s, one of our sponsors. Eat c p a he’s here you can ask him about this new rule and then after you goto wagner, cps dot com or you do it live here, then talk to you about your nine, ninety and your audit wagner, cpas dot com tell us credit card processing, you’ve heard me read the testimonials from non-profits that have referred business is to tell us for credit card process setting those non-profits are getting a long tale of passive revenue because each month fifty percent of the fees from the card processing go to you to your non-profit that’s, that long tail of passive revenue. You’ve heard mimi the testimonials from the businesses that a using tello’s for their credit card processing the way to get started watched the video it’s at listener landing page, tony dahna em a slash tony tello’s. Hoexter give, have you got your phone ? 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You want to stay with non-profit radio ? We’re not going to get the foundation, senator, starting next week, but you can stay with non-profit radio the way to get info on this show every friday the live stream at one o’clock eastern, but of course, it’s a podcast you can listen any time you like at your leisure were to get the info is go to tony martignetti dot com you can sign up for insider alerts you’ll know you’ll get you know who the guests are three through one email or just subscribe just subscribe you do it all at tony martignetti dot com. I hope you’re going to stay with us after we leave the foundation sent it’s been a great place, but the show has to go on and they can host us every single fridays. It’s as asking a bit much uh, we got to send the live listener love so the lifeless there love goes to, of course, our youtube stream on our live audience here. Thank you again, both audiences. Thank you for being with us. The podcast pleasantries that’s, where the vast majority of the audience is over thirteen thousand listeners each week, whatever time, whatever device you’re listening on pleasantries to the podcast audience and the affiliate affections go out to our am and fm affiliates throughout the country. Lots of community radio stations carrying non-profit radio. So grateful to your stations for doing that. And grateful to you for listening on those am and fm stations. Terrestrial radio it’s going nowhere. It’s not going to die. Podcasting is not going to kill am fm radio. It’s not gonna happen. Affections to our affiliate audiences. Okay, back. Teo grayce latto knowledge services manager at the foundation center and the coley senior manager of corporate in community affairs for united airlines. Um, let’s. See where should we go ? What was your what intrigued you about nicole ? About the disaster ? Philanthropy report. What ? What drew you to this ? This whole idea ? First of all, i didn’t actually know it existed. We’ve been out of the foundation game for a little bit, so it wasn’t necessarily paying attention, but so there had been a united foundation in the united uh, we’ve changed over, so we do all the corporate giving, as i said through our department corporate community affairs and what really drew me, tio want to hear about the report was just really to see what the state of disaster philantech e-giving wass i wanted to see what what the rest of the world was doing and to look for opportunities potentially for where united could get involved as well. I think one of the great things that this resource really does is that, well, it exists, which is amazing because, you know, individual companies and foundations can’t do that on their own on dh it’s really, really invaluable information because it reinforces funding decisions. Uh, well, well, we well wasn’t driving funding decisions for us is absolutely reinforced the direction that we were headed. Okay, cool. What else can we so we talked about, um, preparedness, not enough resources devoted to them before, on the mid term and long term after in need of resource is so that’s, so important. Takeaways. What else ? What other what’s ? Another lesson. Weaken. We can draw from state of the last disaster philanthropy as the twenty seventeen report as it existed in twenty fifteen. Um, well, you know, talk a little bit like we do have a report. It’s a static report way also, everything that we do relate it to disaster. Philanthropy is that disaster. Philanthropy dot foundations under dahna or but in addition to the report. We do have, like a website, a web portal sort of where people can actually dig into the data in a way that they’re interested in looking at it. And so one of the things we have is a funding that and it’s visualizing the data that feeds the report so that you can actually see what’s behind it, like, who are the funders giving what you know, what are the size of the grants, whoever e-giving tio, what are the smaller grants that air going out there ? And so, you know, one of the things that foundation center has been doing more of over the last couple of years, it’s not just producing static reports because they get published their true for that moment in time, but there’s so much else that continues to change and things that people are learning and grants data continue to be distributed. And so with something like a mapping platform, you know, we’re behind and sort of the years, but we’re still getting you data. And so that gets pushed onto the platform so people can see what’s the latest that we have at least and with something like an online tool. You can then drill down to see what our partners that you might not have had on your radar that other people are giving to that you might be interested in if you’re trying to get a sense for what’s going on locally in c, you know, some of the smaller organizations that might not get that might not have, like, a national reputation, but they might be doing good work in a specific thinks, you know, red cross first, first there always the largest percentage, but there’s so many organizations doing lots of good work. And so we hope that with these online tools, that will get lift it up a little bit more, and then the other thing is that it highlights the gaps in the funding you know, by seeing where the money is going, you can also see what’s not getting funded as much, and so some of that is related. Teo, you know, the way that week do the work around is asked to plant the people beyond sort of the disaster philantech analysis for any kind of research project that we do, it highlights where funding isn’t going, how it compares with other groups. You know, and so we hope that three that funders will then say, well, i only have this limited amount of dollars to give for this area. So how do i make that count more by giving it to an area that’s not funded as much you’re seeing any shifts you’ve been doing it for five years. I mean, you could potentially see, see shifts ? I mean, are you seeing more devoted to preparedness and the medium and long term theun initially five years ago ? Not really, really. Keep touching, phil’s ear. I’m sorry. First of all, i forgot to give a shout out tio unless he has a tag on still he’s, like, totally unprepared. And i keep touching his xero something you know, it’s. Nothing essential right now, it’s. Just i just i can’t help my hand just naturally falls there. I’m sorry. Okay, sorry. Eyes. Yeah. So i think with the disaster work so much of it is dependent on what disaster occurred in that year. So there was the year where the response was so high i was the evil you’re that ebola. The ebola outbreak was huge, and that was largely driven by remind large what year was that was in twenty fourteen, and then it sort of trickled into twenty, fifteen, fourteen, and so when you get a big thunder like the bill melinda gates foundation, this is their area where right help, and so when there’s a disaster, that sort of meats that that area that they’re really interested in, they were giving a huge amount for for that response and relief effort, and then the next year they were continuing to fund, but then they’re started sort of starting to look at, you know, how do we build up resiliency in these african countries for the next outbreak ? And so when huge foundation can drive trends, you know, because they’re giving so much money and so that in twenty fifteen then there was a lot more going for risky ridge action resilience, that kind of work because of the gate, but but blending for the ebola kind of area work. So i don’t think it’s too soon to say that there’s a trend overall trend for making different funding decisions. Um and it still continues to be episode it arika the call, but can you say a lot more about what united is able to do look mid term and long term ? Or is it really just yeah, i guess you had already said yes, so we’ll let all of that gets done through our partner grayce really, with our ongoing global partnerships with a great partnership with a group called air link that provides there like a man buy-in service, basically for ngos and non-profits who are looking for cargo or passenger lift into different disaster areas to do humanitarian worker disaster response on really rely on partners like them to know where the need is most. So we provide travel, and they leverage our travel to get people there. So with the ebola outbreak, i think it’s okay, since we’re replying, you know, responders into the area, i believe at some point we also gruesome medication smaller on a smaller scale, and that was sort of outside the u s and i think back then, we were much more domestically focused now, absolutely begun to grow sort of more of our global reach followship dealing a little bit too, like one of the limitations and how we’re able tio for you is the data at disaster philanthropy foundation, center dot or ge or that’s ? Where the reporters you can see all of it there, you’ll get access to the reports. You can see them that you can see. We have, like, a dashboard that gives, like, analysis that you consider. Okay. That’s all a disaster, philanthropy, dahna foundation, center, dot or ge okay, please go. Yeah. So, you know, one of the limitations on doing any analysis is the quality of the data that you have. And so we’re doing this analysis based on kind of the best available data, which often isn’t that descriptive. You know, a lot of foundations enters data, is coming from ninety forms because foundations are required to report their grants data. And so when there’s not enough description, it’s really hard to say, like a nuanced way how much money is really going towards these specific areas of a disaster, you know, disaster work, and so one of the things that were always trying to get foundations to do is to share better data with us so that we were able to be more descriptive and what the actual landscape is and so zoho eyes there a reason that foundation would be unwilling to ? To share data, you know, i think there’s a growing movement for foundations to be more transparent and, you know, that’s true sector wide yeah, why why would we like ? Why would they give you us to form ? What would be some, you know, options are on the type of foundation it could be, you know, there’s so many very, very small foundations that may not be stuff, and you don’t have the capacity to share that data. It’s your surveys ? Yeah, one more thing that someone has to dio um, and you know, some foundations and you want to see kind of under the radar. Teo, one of the things that you hear in disaster philanthropies that corporations may not want to talk about the war thirteen because we don’t want to get solicitations for friending they don’t have the bandwidth to dress, you know, calls coming in for help, so there could be reasons why, but the thing that we try toe encourages that foundations khun tell their story, you know, and and own that story through their data like bacon sort of narrate how they’re getting, why they’re giving three that data and they could stay the way they want to otherwise people may read their nine nineteen come to their own conclusions, and so we do have a number of foundation to voluntarily give their data to us and that’s one way we’re able to get more current data, but i think just were always sort of in the search for a better team. Oppcoll what are you seeing ? Generally, you know, beyond united just among your peers in another, in other corporate socials, social responsibility on what kind of trends are you seeing ? I think, you know, obviously with the number of disasters that company’s air having to respond, teo and sort of the the clip with which it’s being covered in the news also drives people’s prevent metoo respond to them, so i think we’re having to be a lot smarter about how we’re using the limited resources that we have obviously working inside of a corporation we’re stewards of the available funding on we’re also running a business, we’re making investments and communities trying to make smart ones, and the data absolutely helps to drive that as well. Yeah, so it’s not thie event or episode gets the most attention from the media. But deserves the great proportional funding ? Yeah, culturally, absolutely. When one of the things that we’ve done it united over the last year and a half or so, it was really get into what the critical needs and each of our major markets are. So where are our biggest presence ? So here in the east coast, in york, in new jersey, houston post, harvey was a big investment that was made in a the houston greater houston food bank, a direct result of what happened with hurricane harvey. So we see decisions like that being made. I think overall people my line of work are really looking with a keen eye to see where they can best leverage. The resource is that they have, you know, when you are not the exxon mobil’s or apples of the world, you get really creative way have really found a great opportunity to work with our customers are very generous customers to collectively work together to fund disasters toe just one disaster relief, i shouldn’t say fundez aster, we don’t want to be hurt faster. That is not what we want, teo, but to fund disaster response and really to bring the most help where it’s needed as quickly as possible and as efficiently as possible. So you finding that there’s more reliance on data on you getting more requests today than you did many years ago ? I mean, you’re doing the disaster. Philanthropy, uh, report. Just for five years. But you’ve been researching long before then. Are you finding a greater reliance ? Ah, good or interest in data driven decision making. I feel that we are, but it could be just because last year’s disaster season was so dramatic traumatic. There were so many disasters taking place in a really concentrated period of time at the end of twenty. Seventeen. And so we got a lot of journalists, you know, wanting to report on this. And what this philanthropy dealing. So we were getting a lot of requests for data and that’s. One thing that i will mention is that, you know, the analysis that we do every year is based on, you know, to your old data. But because we know that there is a lot of interest in real time like there’s a disaster occurring right now. What are thunders doing ? We have have a colleague. His name is andrew. And he begins to sort of scour than use sources and gdpr newswires, just to see what our foundations and corporations announcing about. They’re giving for a specific disaster. And so we’re able to then get a picture of what people are doing as it happens. So we’ve done that with hurricane florence on our our news, our new site, pnd philanthropy, unused. I just there’s a blob tracking hurricane florence with kind of who do we know are the biggest donor so far, and you can actually open up a spreadsheet to see what we found based on these new sources. So i own two homes in north carolina, so who are the biggest funders ? O, you would be asked, listen right now that we have this wall, more than five million loes committed another two or three million, and i’m going to forget who the curse teo shot, shot a man. Thank you, thank you. Uh, see, even i forget it’s, not stuart posters. That’s. Only one neo-sage i could see when we’re thinking, okay, help me out like you were mentioning a playbook. But you have now. And so one of the things i feel like i should bring up is that our partner, the center for disaster philanthropy, also has a place like this is like, i know what it was. Okay, go ahead. And this is meant to be a resource for philanthropy like it. If you want to do strategic smart philanthropy, what should do no disaster. Finally, what did you know what of other funders learned ? What our key studies ? The things that went well, you know, so there’s this whole place that you can go it’s called the disaster look, dust repellent people book come, our fenders are disaster, philanthropy dahna or ge in-kind that there disaster, philanthropy dot org’s. You’ll find the playbook there and what i was going to ask you was, uh, how about broader ? Forget about disaster ? Flandez we just go broader ? Are you seeing any greater interesting in data driven decision making ? Your work is not just disaster ? That’s, just one report you’re collecting all kinds of data, our foundations being any smarter today than they were ten years ago about funding decisions, i think there’s a greater interest in data, whether and how that’s driving decisions is probably specific to foundations. I think that within philanthropy, there’s a lot of strides that are being need teo like, how do we measure our impact, you know, like, how do we know we’re making a difference ? And measuring that, yeah, very it’s, hard it’s not easy. And so i think there are a lot of hard conversations about that, and i think from foundation center’s data point of view, one of the important things i think we can do is begin to benchmark at least what’s happening, you know, like we wouldn’t have done this disaster philanthropy analysis without a partner that was willing to say, we want to know what the sector looks like in this way, and so once you sort of set a benchmark, then you’re able to follow it over time and see you’re making a difference. And so i think that benchmarking pieces probably important for a lot of areas like i’ve done that lives spending for black men and boys, you know, there was a partner initially was open society foundations, they had a campaign for blackmail, achievement, and they wanted to say very specifically what isthe philantech be doing for african american men and boys, and we had never kind of done research on that. So our first kind of report was what what does it look like what’s going on ? And then from there on you’re after you’re able those sort of track how the progress is going, and also then identify is it is the finding starting to dip ? You know, there was sort of the swell of interest and foundations were, you know, getting really involved and funding really in a targeted way, the specific population, but, you know, we’re able to sort of see the trends of whether or not that sustained and growing, whether that nicole, are you able, teo, hold your partner’s accountable ? Or are you relying more on the local organizations for outcomes impact analysis ? Are you able to do that yourselves ? Or we do rely on our partners a lot ? Teo again, we’re in the airline business, we get people safely from point a to point b so we do rely on our partners to do that in this first. You also want to make sure no one is obviously being spent to weigh, evaluate that on an annual basis and we we look at look at what they’re producing in terms of outcomes, the number of people that they’re reaching know if they have studies going on sort of the long term impact of their programs, so we have four. Major e-giving areas that were focused on lifting up communities in crisis after disasters. One of them. Breaking down barriers and promoting inclusion, really wanting to build a more inclusive society, uh, inspiring the next generation of leaders, which is really stem, focus with being a technical industry of and the shortage of pilots and qualified people know we’re really looking to make sure that a cz many young people as possible, especially young girls, as well as social, economic, about a minute. Sure, sorry. So, yes, we do hold them accountable, because we have conversations, and we’re gonna cast a conversation about where we can have a bigger impact. Okay, so glad to see, you know, reliance on data as much as we need more. Sounds like grace is saying we could use, you can use more. Any questions ? Any questions ? Start with our live studio audience in studio. No questions were channeling the audience so well that there’s no, not a single question. All questions have been anticipated. Have have you perceived any difference in how our foundation makes its grantmaking decisions versus how a csr program or corporate giving program might make its philanthropic decisions ? So i haven’t really work in a traditional foundations because the candy prince that do i want to say, though, that i think that the main difference in terms of the driver of the decisions really is, you know, looking at obviously foundations, air stewards of their funds as well, and they wantto wantto invest those in a smart way with with corporate giving, i think you’ve got the nuance of looking at where you can also have reputational benefits as well and where you can have the biggest impact and interacting and engaging with both customers who are, you know, lend to your funding as well, because customers have a have a big influence over your ability to give see, we take that responsibility very seriously. Andi, look, to find the best partners and, you know, most effective ways, teo, create the biggest impact with the resources that we have that answers your question, all right ? We’re going to the giveaways because i know the lifestream does not have any questions. So i’m going to give away you’re gonna need your phone. You need your phone youtubers ? Of course you are included in this going be texting for books were texting very literate. Non-profit radio is very literate. Audience e-giving away books i’ve got. I’ve got four different books as prizes this week. All right, uh, but only one prize per person, please. So, if you’re a winner, then you have to step out the next time and the system will catch you so don’t don’t try. Don’t try to game the system, okay. First one first five people, my voice treyz crack. I think it did. Five people first five people text are going to win this book. This is modern media relations for non-profits first of all, you of course you need the Numbers so here’s the number 2 five, two, five, one, five, seven, nine, eight, seven something you’re not texting. You’re not in it. Not literate. I thought i thought non-profit one hundred percent literal audience. All right. Two, five, two, five. One, five, seven, nine, eight, seven. So this first book, modern media relations for non-profits, written by peter panepento and antionette cur. They were on this show just last month, walking through the details of how to set up on be eligible for earned media paid media and your owned media. The stuff you have in your own toolbox. How to start relationships with journalists, how to be media friendly. So journalists confined you. All right. So you got the number ? Two, five, two, five, one, five, seven, nine, eight, seven. Um, what else ? That cover ? How to position yourself is a thought leader. Yes. So that reporters want to talk to you about the subject matter that you’re expert in all right. The book is brand new. Um and here’s. What ? Your text. All right, you text data, so you’re not in it. I’m sorry. I’m sorry to see that we got plenty of youtubers. Alright, that’s what you do you text data to that number ? All right. Next book. Next one is i didn’t bring a copy of everything’s too many books to carry. The next one is i have just one copy of this one. One copy. One winner this time it’s braided threads. Ah, historical overview of the american non-profit sector by dr robert penna. He was also on the show. Just last month, how did this ? How did the social sector get here ? How do we come to look the way we do it’s history ? First person to text, same number. Oh, i should said, same number, same number you got two, five, two, five, one, five, seven, nine, eight, seven, same number you text threads, threads for braided threads. Alright, third book, also one winner, one winner, same number, the same number. This one is ah, you, us and them length in marketing concepts for non-profits. I see some people now and then. Now you’re jumping in because you want this book. But you didn’t get the number, so you didn’t get it in the beginning, all right, it’s. Two, five, two, five, one, five, seven, nine, eight, seven for the linked in book, this is going to one person you text linked in, linked in. And the final one. This one, this is robert. This is the the biggest seller of the of the four. This one is new power. The book by henry tim’s ceo at the ninety second street y new power. I says i saw this on a bookshelf in an airport. Um, last chance one dive, one copy of new power to give away and you text same number henry henry the name henri texted. Now that’s it. Okay, those air, the giveaways next week. We’re not going to get the foundation center sad. We gotta say goodbye to the foundation center, but you could still be with us. Of course. Go to tony martignetti dot com for the info. And next week we’re talking about the state of good twenty eighty team non-profit survey and also your brand personality that’s next week on non-profit radio. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant capital p when you see piela is guiding you beyond the numbers, go to wagner, sepa is dot. Com, like, tell us, credit card and payment processing, your passive revenue stream, tony dahna em, a slash tony, tell us and by text to give mobile donations made easy. Tony dahna may no, no that’s, not a tony dahna missy. I get so carried away with the total narcissism. No! For text to give you text npr to four, four, four, nine, nine, nine. Creative producer is claire meyerhoff. Shows. Social media, is by susan chavez. Mark silverman is our web guy, and this music is by scott stein of brooklyn. Many thanks to tracy kaufman, susan she aroma and william lee at the foundation center. Thank you so much for keeping us going this whole month, all three of you, you with me next week for non-profit radio, big non-profit ideas for the other ninety five percent go out and be great.

Final Show: Foundation Center Month On Nonprofit Radio

Be in the studio or on the live stream for our last show from the Foundation Center, this Friday, 1-2 eastern. We’re talking about foundation grants decision making: How the sausage gets made. 

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Nonprofit Radio for September 14, 2018: Getting to Know Community Foundations

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They’re closer to your work than private foundations. What else distinguishes CFs and what are they talking about? How can you build a relationship with yours and tap into donor advised funds? On the second show in Foundation Center Month on Nonprofit Radio, our guests are David Rosado from Foundation Center and Kaberi Banerjee Murthy with Brooklyn Community Foundation.








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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I am your aptly named host and we are back again live from the foundation center in new york city or second show foundation center month on non-profit radio. Oh, i’m glad you’re with me. I’d be thrown into cairo chemist, asia if you handed me the idea that you missed today’s show getting to know community foundation, they’re closer to the work in the community than private foundations are what else distinguishes community foundations and what are they talking about ? What’s trending ? How can you build a relationship with yours and tap into donorsearch vise funds on the second show in foundation center month on non-profit radio, our guests are david rose otto from the foundation center and cadbury banerjee murthy with brooklyn community foundation. We’ll take questions from our audience is we have our studio audience, thanks very much for all being here, and we have lifestream audience on youtube as well. Glad you’re with us. You two were gonna get your questions all so you could put them in the comments. I’ve got giveaways later, so keep your phones handy. And that includes our youtube, our livestream audience. You’re included in the giveaways. Tony’s tech, too, its foundation center month. I’ll say more about that. We’re sponsored by pursuing full service fund-raising data driven and technology enabled. Tony dahna may slash pursuing when you see piela is guiding you beyond the numbers. Witness piela dot com bye, tell us turning credit card processing into your passive revenue stream. Tony dahna em, a slash tony, tell us and by text to give mobile donations made easy text npr. Two, four, four, four, nine, nine, nine. Excited to welcome our second panel, tio not probably a month at the foundation centre. Welcome, good to be here, be here, barry, seated next to me, could bury banerjee murthy is vice president of programs at the brooklyn community foundation leads there for million dollars grantmaking programs and advocacy work around racial justice. The focus of our work is youth of color, immigrant rights and criminal justice. She has more than fifteen years of philanthropic leadership at local, regional and national foundations, including crown family found philanthropies in chicago, pick our foundation in new york and james trust and cox trust in boston. The foundation is at b, c f and why dot or ge on dh kayal wyatt foundation david rose otto is the member services manager for cf insight that’s, a service of foundation center focused on community foundation research and benchmarking. He oversees operations, including its data architecture, and responds to requests for support and knowledge from member and nonmember visitors to see if insights at the foundation center he’s worked on all aspects of data acquisition and grants. Indexing for community foundation york is that cf insights dot org’s and at cf insight he’s at david rosano, eighty four. Very david again. Provoc. Uh, david let’s, start with you. I know it is. Am i overstating it ? If i see you, the nation’s expert on foundations, you have a ton of data on immunity foundations. Yeah, you could say i’m among them, if you want. Sure. Uh, small in selecting. Yeah, right. It’s ah, yeah. Resting finally group yet i’m sure you know, we if i could talk a little bit about cf insights in general, so see, if incites the cf ncf inside stands for community found asian, as you might imagine. And we do maintain a database, primarily financial and operational data. Uh, that self reported by the field. Tow us. And you know, one question that we ask and it’s kind of, you know, it’s a tag line, but it’s also a question that we ask when that is, you know what ? If each community foundation could know what all community foundations collectively now and so that’s what ? The databases, therefore it serves a dual purpose. You could say that it is that so one of the main purpose is that it provides. It helps us provide a snapshot of what’s happening. In the community foundation field. How it’s growing. You know what ? Some of the key differences between community foundations of different sizes and how they operate and how they’re at how they’re built space, how many community foundations are you collect eso annually ? We collect data on around a third of the fields about two hundred seventy five community foundations do the survey that we do. And we we do capture the activity of all the, you know, all the largest in the country, but we do have a mix of a lot of smaller ones, and they want it once that kind of well, what you doing with all this ? Yeah. So the snapshot is available at, uh, website called. Uh, columbus survey results dashboard. It could talk a little bit more about the survey that we do, but it’s columbus survey that cf inside start organ and that’s not shot. You’re sharing this with databases. So this is where the raw data this is, where they can access some of the raw data. But this is where they get a snapshot. There’s analysis. There. There are a lot of graphs and visual ization narrative about states lower, so columbus. Survey that see if insides dahna columbus survey. Cf. Insights. Dot org’s. Cats, right ? Yeah. And the reason it’s called the columbus survey is because there was actually started by the columbus foundation thirty years ago. Yeah, so we do provide that snapshot. But it also is a way for our member community foundations, of which we have about one hundred thirty, of them, who consign onto the database and perform benchmarking against each other in a variety of different ways. So they can query that data. Look for other community foundations that are roughly their assets size or up their age. Or have a similar staffing makeup. Teo. Kind of compare their performance against us. But, you know, see if insights is not just that database. We do also do a lot of research on trends happening in the field. So where, uh, you know, i’m constantly going to conferences around the country that our community foundation focus. And, you know, i got to hear a lot of conversations that are happening. And they usually are the seeds. For some of the research that we do around, you get the frequent traveler points. When you’re fine, you get some of those things that it’s part of the report. So so members so communication members can ask questions about funding trends ? What do you think ? Maybe underfunded ? What they’re what they’re piers air doing ? Yeah, yes. So they can ask questions about what their peers they’re doing it’s really more based on the operating model of the community foundation, less so than specific issue areas that their funding. So, you know, if there’s a, uh, you know, they might want to compare themselves to other community foundations that are similarly focused on dahna advice funds as they are, i’m just kind of get at, you know, you know, what is their growth rate over time to see whether or not they might be keeping pace or something like that ? But it does go beyond that ? Because there we do collect data on, you know, the revenue streams that are collected by community foundations as well to get at some of the operational difference. What are some of the ministry ? So a lot of it is going to be administrative fees that are assessed on funds. So, you know, if i find holder, uh, you know, contributes to a fine. They do get assessed a fee on that. And so the community foundation collects that. Some of them are transaction based. Some of them are, you know, it could be investment income. So some of these funds are permanent funds that are set up and invested in various ways. Yeah, source of revenue. It gets interesting. Common sources of revenue. Yeah, i mean there’s, a really great there’s, really the main ones. Yeah, dahna piece is gonna be the main driver, it’s, usually book of what the we’ll come back. Wait trends check. Yeah. You know what you’re saying ? Acquaint us, not you, not the long version of brooklyn community foundation, your endowment fund, your donor advised funds program. Absolutely so at brooklyn community foundation, where the burroughs foundation, the burroughs foundation in brooklyn. Um, we started about nine years ago, so in two thousand nine, we were a conversion foundation from a bank, so we do have an endowment. So we’re a little unusual from the trends that i think are being talked about in terms of how many assets help what are assets are and how they’re divided amongst the different ways of giving the big piece of it for us. As the community foundation is about five years ago, when we wanted to be able to really think about how we engaged with our community, what we did is we instead of having the board sort of closed doors and decide for themselves what they wanted to be doing, we actually went with a thousand conversations with people in brooklyn toe ask our community what they wanted from their community foundation. And so is i think we think here about like, how community foundations are different. I think one of the things that we’ve been really trying to do is make sure that we’re accountable to the community that we serve, and that is the community of brooklyn. So both in terms of the donations being given to the foundation, as well as the grants that were giving to the community and being able to really change the hierarchies and the ways in which believed to be usually shows up. So we do about half of our staff, a community fund grantmaking via staff lead grantmaking and half via constituent lead grantmaking so that’s being ableto bring communities into the decision making process and have them actually make the recommendations to the board on how the foundation’s allocations get shared with the community divers is broken. Super diver, yeah. Ee yeah, i mean, i okay, so now my communications person is going to kill me because i don’t know these facts at my fingertips, but it is seventy percent immigrant and of color, and so if we think about, like, the overall diversity of brooklyn, very diverse and because we think about the size of brooklyn, brooklyn was a city unto itself, it would. Be the fourth largest city in the united states. So even though it is a no one of five boroughs of new york and it sort of gets bed into the new york numbers, brooklyn unto itself is a very diverse and be very large. Um, and so as we think about the work, and despite that, only four percent of philanthropic dollars from the new york philanthropic scene actually get into brooklyn serving brooklyn non-profits four percent. And so as a community foundation, one of the other pieces that were really committed, teo is shining a light on all of the amazing work that’s happening in brooklyn because we have two, three thousand non-profits that are doing an exceptional work in brooklyn, and we’re also wanting to make sure that we’re able to support the organizations that maybe smaller we have. We have an accelerator project, a program for the non-profits that includes capacity building, technical assistance, we cede incubators, we actually have them within our foundation space, and we built our space to be able to hold them. Um, and we have a newsletter that goes out not just to our grantees, but to non-profits that air doing. Any type of well, they could go out to anyone, but most likely most important, for those who are doing any type of working in the burrow to be able to know of opportunities that they can take advantage of. So all of those things are the ways in which we want to be ableto being de partnership with the non-profits that we served with in brooklyn and also make sure that other people are learning about that. So both other foundations, individual donors, you know, be able to connect a partner organizations with one another, ensuring that were really tryingto think around the grantmaking as one tool in our tool kit, but knowing that there are a whole host of tools that were able to use you want to talk about connect attention grantees with donors ? Yes, how how are non-profit audience started in-kind start that relationship, we’ll get to that great e-giving what ? How how common is is all this work computer in terms of commitee traditions role in its community, like as an incubator connecting grantees toe donors, etcetera ? We’re seeing it. General roll kayman yeah, you know, it’s it’s funny, uh, you ask that because one of the kind of basic tenets that you might hear in the fields when you speak to folks that are working in a community foundation is that if you’ve seen one community foundation, you’ve seen one community foundation, which is just not true, and that’s, where a lot of our work comes from is that we’re able to go and actually compare some of the work of some community foundations across the country and makes a generalization. So we waken try our best. Yeah, but, yeah, you know, in terms of some of the work that brooklyn community foundations of brooklyn community foundation is doing, you are seeing a bit of a shift across the field from a lot of community foundations that are interested in moving from, you know, kind of a financial asset manager to more of an active player within their community, so they do that in very different ways, you know, it could be, you know, self operated initiatives that they run t either try to affect impact and, you know, graduation rates are work first development, some issues on their own initiatives on the right has two fund-raising self-funding yet or eggs that are doing the work doing some of the work on their own. Yeah, brooklyn. Yeah, so we have a couple different things that we’re doing. We have the restore its restorative justice project where we’re partnering with four organizations that are working buy-in for brooklyn schools to be able to move from punitive practice to restorative practice. And then we also have an evaluator who’s being able to take a look at what we’re learning and be able to share that with the field so that’s very different than sort of like the request for proposals. Hello, i process so responsive. I got to believe that there are non-profit it’s a book on that could have done that work themselves with your with your funny why ? Why not ? Why take the initiative on yourself to do it ? So this is one of the things that we learned from our brooklyn insights process, right ? Is that people were worried about young people and around over criminalization and around schools. And so that was sort of a way for us to think around how being ableto look a restorative justice within the school’s, be able to reduce suspensions, reduce disciplinary rates, keeps students in the schools be able to break the school to prison pipeline and be able to actually experiment right like that’s, one of the things that philanthropy is able to dio we don’t necessarily public dollars where you have to prove that everything will work, and i think there needs to be a little bit of risk and philantech be to ensure that we’re utilizing our dollars to their highest end goal on dso what we wanted to do was be able to experiment to see what restorative practices would work and what you know and have sort of like for many experiments running side by side, they’re absolutely not in competition with one another, but we have a cohort that comes together, they ableto support one another, strategize with one another and then and support one another. You could be more nimble. You’re doing the work yourself exactly, she’s going through four or more organs issue and i think the yes, they feel like they’re competing, right, right ? Right. And i think the other piece of it for us is, you know, i talk about our our cycle of engagement or a theory of change, which is that our grantmaking allows us to learn from the community and with that feeds into is advocacy. So part of the work that we’re doing within the restorative justice project is also being able to advocate on behalf of policy change. So we were able to have city council folks come do a circle with our young people have an intergenerational circle in one of our schools, we had a number of folks from different boroughs come with some of their team staff members from their teams learn about the restorative justice project and the impact that it’s happening within the schools and then on actually, we were able to to have that site visit the week before the city council was meeting to think about what, what the repercussions were of a stabbing incident that happened in the bronx, and one of the one of the outcomes of that was that when the city council allocated resource is, they made eight million dollars allocation, all too restorative practice and not into more like metal detectors for the school’s, right ? So we’re thinking not just about the schools and the youth and the teachers and the administrators that will be that will benefit. From the program in their school, but also what’s the hyre and goal of being able to think around the evaluation of the learnings that could impact the field and how that can move to systems level change and being able to get re sources from the public sector, which will always dwarf philanthropic dollars, to be able to move those dollars into things that we can learn there. How common is this ? The community advocacy ? Yeah, it’s growing a bit, um, you know, it depends on the community foundation, of course, and it depends on what the needs of the community are, and i, you know, i think this is actually a pretty powerful example of what the frenchie it’s, a community foundation from others is that they’re able to, you know, to learn from the communities in which they’re embedded, you know, they’re they’ve been there for a while, they, you know, they have board members that are representatives of the community, and so, you know, with their donors that they’re learning about what the needs are actually being bullet. But where is it that private foundations aren’t as connected ? I mean, private foundations could have boardmember zoho are among the community i’m trying to understand the i guess, just how they’ve evolved different why is it that private foundations aren’t as close to there ? Askanase foundation that’s a good question and i’m you know, i i maybe khun present a theory i don’t know if i give you a really good answer to that down with two or three of you, so well, i mean, yeah, i would just say that maybe a private foundation would be a little bit more single issue maybe, you know, it depends on the foundation, of course, but, you know, there might be specific issues that they’re that they’re set up to respond to somewhere as a community foundation is more broad based in terms of their there of their focus and all social community is community now focus, ok, yeah, so it’s, not like they’re focused necessarily on one or two things, but they’re focused on every need of the community which also evolves as the community of walls, and i think that that’s one of the main advantage is that of a community foundation is that they’re they’re embedded there, and they get so learned over and reacted what’s. More that get rolling, yes, a role in the community. So i mentioned the initiatives, but, you know, there there you’re seeing a little bit more activity in the advocacy space. Uh, but there also are a lot of community foundations that may play a more passive role as well, so they’re not necessarily going out and advocating for specific policy change, but they might bring together local leaders who are experts in a specific issue and host a round table or something like that. So i think that that’s, one of the ways in which a community foundation is making their presence known among, you know, not just the constituents in the community but also potential donors as well, who see that these are experts that these are the ones you know, these are the guys who might know who the main players are on a specific issue, and so some dollars might be hyre it might be better, you know, uh, better directed it if it went in that direction, and then they could work with the community foundation donor can to determine who the best you know, who the most equipped organizations are to solve a specific issue. I’d love to hear from our one hundred plus audience members. If you want to contribute, what is what is your community foundation doing, or what do you wish your community foundation would could be would be doing ? Um, you know, then you know, we’ll we’ll throw it to our to our panel to see if if those suggestions make sense or, you know, if you’re if you’re bringing something new that we haven’t talked about yet, what what’s happening in your community in your, uh, should be happening, or what is what is your community foundation doing, but let’s, bring it in. Anybody in the audience live warnings here. Anybody here representing the community foundation now everybody is in non-profit they’re all five, one, two, three yes, grantee granted type organization live in the studio, okay, but on youtube, our life stream bring it, bring it in. If you want, you want to join the conversation, please do. What ? Anything else trending that you’re seeing ? Uh, yeah, yeah. You know, you got more every time i say there’s always there’s. Always more. Yeah, i guess, in terms of the work being done, there’s a little bit of a growing interest in, um, something called impact investing on dso folks may be familiar with that, but essentially what they are are, you know, look, low cost loans that are given teo either a nonprofit organization or perhaps even a for-profit organization with social purpose and these will cost loans, you know, they’re given with the expectation of the return of that of that loan, of course. And so what it might create is a little bit of a cycle. So those, you know, those funds might come back and they might be recycled for, uh, alone to another organization that’s that’s affecting some sort of change in the community. Those impact investments tend to be focused on, you know, economic development, workforce development, but not necessarily so. It just seems to be, you know, the most common example that i’ve seen two very visible examples that are pretty easy to look up and learn more about our, um go go atlanta going tol, which is from the community foundation for greater atlanta, and benefit chicago. Uh, from the community from the chicago community trust with calvert impact capital on i think, the mcarthur mcarthur foundation. And um, yeah, so they, you know, they give these low cost loans, teo organizations that are either looking to become sustainable or to attain a specific impact, so, you know, create three hundred jobs. Back-up oppcoll mary-jo in brooklyn, we’re having conversations around impact investing, i think a lot of organization, a lot of foundations, air thinking around the other ninety five percent, right ? So, like low payout of a foundation is five percent and trying to think about the ninety five percent for us what we’ve actually looked at his divesting on dh so making sure that none of our none of our money is invested in issues that are antithetical to the issues that we’re working on, right ? So we divested from predatory lending, private prisons, guns, those are all things that are challenges that we are trying to address of the of the grantmaking and we don’t want to be making money off of something that we’re trying to address. On the on the other side, and so, i think, is we think about our racial justice lens. We’re royally wanting to ensure that were using that lens toe and analyze and make decisions that every part of the foundation. So, whether it’s, the investing, whether it’s, the grantmaking, whether it’s, our operations, making sure that we’re as solid as possible and thinking about how we show up to do the work does the investing for your endowment fund. You do have an outside. We have an outside investor that does that, and we have a fight. Yeah, way have ah, the uh, fundez finance committee is the one that overseas that, on a quarterly based probably the aspirin policy statement. Yes, advisor has to follow his lead. Yeah, advisor model. Yeah, yeah, yeah, i’m a chance, probably coming. Next-gen what else ? What else is, uh, what else is happening in brooklyn that you think others others should know about ? I mean, i think one of the things that’s important to raise up about the community foundation, i’m sure we’ll get into this more on the way we get to the death side, but within our community fund, so we’re a little bit different in terms of two thirds of our grantmaking is done via community fund, and only a third of it is done via our dafs but even within our community fund, we have about eight different programs. One of our programs is called the spark program and that’s an opportunity like i said to be ableto share our decision making with the community. And so this is a space where every year, thirty five, folks from all over brooklyn come together, they read through all of the applications of organism organizations that are approaching the foundation. Last year we had one hundred fifty. This year, we have about similar they approach the foundation looking for telling us about what future plans they have, and we’re really looking, teo, be able to select organizations that are showcasing some of the most exciting work happening in brooklyn, and one of the things that’s really nice about that is that it not only allows us to be able to have an open process to have folks come in and help advise and make decisions as to where these dollars are going, but it also allows folks to be able to understand the breath of work that’s happening within the foundation and within the sector here, use this as a transition go for approaching approaching community foundation for fundez okay, because everybody here in the audience and the audience is interested in that in that situation, and i’m guessing a lot of the lifestream audiences to so ah non-profit of a potential grantee. I know i have a community foundation local, but i’ve never really developed a relationship. How do i start ? I mean, there are a lot of different ways to do it. I think one of the best things to do is to be able to get on to the ea blast. I’m sure most community foundations have this. We have one that goes out. It shares all of the work that’s happening at the foundation, including connecting you. To all sorts of other opportunities that are open toe non-profits within the sector s o that sort of a passive way to get a sense of the opportunities that are coming. I think the other piece of it is teo, be ableto look on the web site, see what the foundation is funding. I know we talked a little bit about many foundations tend to many community foundations tend to be broad like broad tent. Everything under the sun. Brooklyn community foundation is a little bit different and so far as we know have a number of different opportunities that are focused on what the community told us that they were most investors interested in. So we have our invest in youth portfolio, which is our largest portfolio. We have a neighborhood strength program that’s investing very specifically in crown heights. We have our accelerator program that’s looking into lake undergird and strengthen the entire non-profit sector and so being able to take a look and just do your research about, like, do you fit into any of those spaces and how to approach the foundation in the normal way ? Researchers research is super key i’ve heard i know. This it’s unfortunately r coming that foundations with community or otherwise get a lot of enquiries around interest areas that they don’t work it. Yeah, but the foundation is it wasn’t fun buy-in the organization would have save itself a lot of time and anxiety if it had just done some basic research is beginning, and i am not approaching the foundation. You’re not goingto you’re gonna make the foundation drift for turn direction from its mission, you got it. Basic research is is essential, i think that’s key. I do think the other piece of it, though, and i think this is also true of community foundations, of being responsive, especially to crisis, one of the things that we set up right at the day after the presidential elections, as we created a four year commitment to safeguard brooklyn’s immigrant communities, and so we created a four year currently two million dollar immigrant rights fund, and so that is something that we weren’t necessarily funding deeply before we had an immigrant youth and family strand within our invest in youth portfolio, so we had familiarity with it. We knew about that space of work, but as that as we made the commitment as we’ve deepened our commitment over time, we’ve gotten to know that area a lot better than we did when we necessarily entered into the work. And and i think one of the important pieces of being a community foundation is we still need to know all of the work that’s happening within the non-profit sector, and so we’re constantly having calls with folks that may not necessarily be in the wheelhouse of one of our given programs, but it’s our responsibility to be ableto understand the work that’s happening both to be ableto, like, respond in crisis, and be aware, but also to be able to advise our donors, right, and to be able to say we may not necessarily specifically fund help. But if we have a donor that’s interested in health, we need to know enough to be able tio advise appropriately and that’s one of the places where spark is really helpful to us. Is that it’s a place where, despite the fact that we have, you know, commitments in these given funding areas, we are creating a portal where everyone is able to approach the foundation to be ableto go before the spark committee to talk about the work that we’re doing your open so we’re open in that way i have to stop yes, go for it. We’re gonna continue this excellent. This is what i think people are most interested in is how do i approach way are going to talk about when you were dafs donor advised funds that’s coming up ? How do we how do you connect with those buy-in if you don’t advice fundez donors and donors teo to encourage them to give to your organization, i got a little business hyre pursue it. There are nu e book is fast non-profit growth stealing from the start ups, they take secrets from the fastest growing come on corporate startups and apply those methods and best practices to your non-profit the resource is free as all the resources are pursuing you. Find this book on the listener landing page that’s at tony dot m a slash pursuing capital p tony that i may slash pursuing capital p you’ll get there e book when you see piela they have something new on their block. It’s cold new revenue recognition standard really impact me. Okay, that sounds like a real sleep sleeper. Not even something. I mean, i would even necessarily read that at night, but the point is, that’s, where you want your superiors heads to be right in the tax code. There is this new thing, this new revenue recognition standard, and it it does impact you. It could very well. In fact, you it’s all around. How you categorize your donations, you’re all getting gift. That’s what this is all about. This is where you want your superiors to be in the tax code buried, mired in the new revenue recognition stand. Check out you get the, uh you could get it on. You can check out regular cps a cz well, wagner, cps, dot com. You want to go deeper ? Quick resource is that block. Tell us for credit card processing if you’re taking if you take credit cards, you know businesses that take credit cards that are already supporting you through the months of the show, the show for years, but they’ve been a sponsor for like six months or so. I’ve been reading testimonials from non-profits that referred businesses from businesses that are using tello’s for their credit card processing. Everybody is satisfied what happens is you non-profit in a long tale of passive revenue, could you get fifty percent of the revenue that tello’s earns from all the credit card process ? Is that it that it complete for the businesses you refer you refer businesses use ? Tell us for the credit card processing you get fifty percent of the fees tell us earns that’s the point long tail of passive revenue the landing page for listeners is that tony dot m a slash tony tell us and text e-giving you’ll get more revenue because they make e-giving very simple. If your daughter’s consent, a text message that could give you been thinking about, uh, changing providers of you thinking about doing, uh, text to give campaign check out text e-giving very simple. You text npr for now. Proper mating npr to four, four, four, nine, nine, nine and i’ll get you a special listener offer and info on text e-giving some for tony stick to and i want to spend more time talking about the foundation center and foundations that month on non-profit radio, this is our second episode. We’re here all month. You could see this backdrop is here in the library all month, that foundation there’s still devoted to non-profit radio thank you to the foundation center on dh non-profit radio is devoted to bringing conditions center info there’s there’s a to our listeners to our thirteen thousand listeners each week. There’s, a foundation center staff member on every panel. Well, four shows this month. Hyre and there’s someone from a foundation related to the topic we’re talking about is, well, next week we’re going to talk about private foundation, and soon shulman is going to be the foundation center panelist on on that panel, so we’re spending the month of the foundation center join us if you go to, uh, if you go to tony dot and slash fc mud, you got to use the capitol effort capital c and capital m tony dahna mary slash fc months, then you could see what the other your shows are coming up next to fridays very grateful to the foundation tender for hosting us a whole month of september. Let’s, go back to our panel it’s david rose otto he’s, the vice president of programs at the brooklyn community foundation, know that xero mary-jo thermos present programs of the brooklyn community foundation. David rosario was the member services manager at cf insight. All right, dahna sometimes it gets way we’re talking about talking about spark and allowing portals that allow all organizations to approach a community foundation. Is that is that common ? I’m gonna ask you our most community foundations open tio conversations about what’s happening in the community, even if it’s not an area that they’re currently funding or you think that you’re unusual in that, i think i mean, i would hope that all community foundations are open to that conversation because it’s important, i know i’m of course i’m going on tv, but i wanna ask you i mean, i would say i think yes, and i think partly because many communicate community foundations are big tent and so they may be trying to support a little bit of everything and so buy-in being able to know a little bit about everything is important. If we’re going to support a little bit about everything, very has a hope. Thank you. Could tell me if it’s true cash or is it fulfilled ? I would say it’s probably fulfilled for most of the field. So they have. Yeah, i would say if they have the capacity to do so. There are a lot of community foundations that are either, uh, perhaps either unstaffed or have a very small staff of one two folks. And so you know that so they yeah, they might not be able to take inquiry so they might be focused on, you know, there’s their specific issue areas. And frankly, you know, and becoming sustainable energies as well. But the ones that are larger that, you know, they have teams, you know, that that are in charge of, you know, learning about community needs and being in touch with folks. Those i would say that, you know, once you get to a certain size, then it’s a pretty safe bet. There. There, there, there, there, there. And yeah, i want to give it another two nufer questions. So i want to see anybody. Anybody in the studio warnings have questions. So you’re handup we got any something, anything on ? Yes. Ok. Ok. But the studio audience you still you still open will bring you a mike and you can ask questions. Is there one ? Okay, let’s, go to the top of the live stream, then. Uh, susan, okay, monitoring our luxury. So way first want to say thank you to chance say tv for helping us. They’re listening. And they’re helping us with the quality of the lifestream. And we have catherine barlow on youtube, so i think kathryn was listening to us last week. She has a comment for you. Tony. I got the book guy one last week. Really interesting. Catherine has a comment question. J holds a brooklyn community foundation work. The book was really interesting. So catherine wishes to say brooklyn used to be its own city, and katherine also wishes to ask our panelists. I wish our community foundation made larger grants that made a bigger impact on our communities and programs and our needs. So much a question, comment so larger grants, fewer organizations or smaller targeted grants to more organizations. Uh, i’m gonna ask you first, david, you know, you know, the operations. Yeah, i mean, that’s tricky. So it it it’s i don’t want to dodge the question or anything, but it does depend on the community foundation. So they have, you know, if they have a really robust grantmaking program in there, and they’re making tons of transactions, um, you know, depending on the ability of that community foundation, tio have the funds, frankly, to move, uh, those those grants are going to be, you know, depending on the size of the fund that is coming up from, um, or you know what the focus of the donor might be, some of these grants would be larger. But, you know, some of these grants are also gonna be smaller as well, especially if they’re from a small fallen that’s. That’s a challenge ? Um, i think, well, so we have a wide range, so our largest grant is one hundred thousand dollars or smallish grant is literally a thousand dollars. We our smallest grants are given by our youth fellows, and so they are part of our constituent. Lead grantmaking process where they are making grants to other young people in the community, and they are able to do grant the level that we would struggle with this you should be making lorts uh, fewer large grants or more smaller grant’s teo teo, you struggle with i think it is a struggle. I mean, we’ve ended up in a place where we’re able to do a little bit of each, so we’ve got tiny grants, we’ve got large grants, i would say our average grant is like, twenty five to thirty thousand, so, like, meaningful enough to have impact, i think the other piece i’m just gonna say one other thing, um, which is why i rarely listen to the rules, but i was going to say we also do multi year in general operating support as standard operating practice, and so i think sometimes it’s not only about the size of your grant, but it’s, the way that you’re showing up. So what we’ve heard from our grantees time and time again, is that it’s important for them to have visibility into the future so that they can plan for two or three years about staffing and organizational health, which is what we want them to be ableto have and general operating that they can use the money for whatever comes up. And i think, especially looking at the groups that are responding in them. I mean, i’m thinking specifically of our immigrant rights portfolio, but the fact that those grants are able tto go towards what is most needed in this moment, there are a lot of things that are showing up for organizations that they may not have planned for. And so it’s both the amount and the flexibility. David, what do we know ? The average grantspace eyes ? Um, for the entire field ? Uh, yeah. It’s a number i don’t have on me, but yeah, i was thinking it would be somewhere in the five digit. So it be you know, someone the neighborhood of fifteen to twenty five thousand dollars somewhere in that area ? Yeah. Anything else from from our live stream ? Okay, hyre so let’s continue. Then i want to move to dahna advice. Fundez you have your, uh, broken committee condition has a daughter advice from the program. How do we connect ? If i’ma again ? I’ma non-profit seeking grants. How do i get to know what dahna advice fundez donors are interested in so that i can make my case i mean, i think this is where it’s, good to be able to approach your community foundation and where be able to talk to them in some ways, irregardless of the purported values are, you know, like portfolios that are listed on the website we’re always being we’re always taking these conversations and constantly thinking about what donors we might be able to pull into the grantmaking to be able to bring opportunities that either we’re funding organizations that we may not necessarily be supporting, but we know, would be interest to a donor to them, you know, for us, it’s sort of were small and growing, we were approaching sixty funds, so were modest in size. Um, and we actually dispersed sixty five percent of our dafs assets on an annual basis, so we’re you know, we’re making sure that the money that’s coming into bcs it’s also getting back to the field that’s a common frustration among non-profits among people who study these things that there’s a lot of money sitting in dahna advised funds that isn’t getting out to non-profits that that the donor earned income charitable income tax deduction in the year that they made their gift to the dock to their donor advised funds. But then the money isn’t getting out to charities. It’s sitting in the donor advised, uh, i think the largest is fidelity is fidelity virality latto advice here. Several billion dollars, right ? And many of the top i think many of the top ten, like five or six of the top ten are are affiliated with corporation fidelity, schwab bank a vanguard goldman sachs. You’ll have charged alarms that managed dahna uh how how so, let’s, if we segregate out let’s, go back to the community foundation now saying get out the corporation, how common are dahna advice ? Find a grams in our community foundation. I would say it’s super common there. Yeah, you know, it’s been so everything depends on the size of the community foundations. But, you know, at the minimum, if you’re looking at the smallest community foundations, these are the ones that are under twenty five million dollars in assets. About, on average from our last survey. About fifteen percent of their assets aren’t donor advised funds when you get to the largest community foundations. Those are the ones that are about five hundred silicon valley. Yeah, silicon valley near community trust. You know, chicago, atlanta ? Uh, those guys on average, about forty percent a little under forty percent of their assets are going to be in dahna advice wants and that’s being scared by a couple of the ones that are really heavily, uh, you know, uh, invested in dahna advice funds or have a lot of their assets and donorsearch like silicon valley. But, um, you know, that’s that’s where the average there was a lot of press around steve baller when he made i think of almost two billion dollars contribution to a donor advised funds through the silicon valley community foundation that two billion dollars is gonna ask you right back to the average too. The donation average drink. David, do we know how common it is for community conditions to be a cz proactive ahs ? Brooklyn is in connecting donors, too, to the non-profits in the community with regard to donor advice. But with daughters. Yeah, yeah. So it’s. A little bit tricky. Because there are dahna relation, staff about a lot of these. Community foundation so these are the staff that are tasked with being in touch with the donors and getting them connected with the non-profits that they might might be interested in funding. And so that’s what i would bring up as a potential touchpoint for a non-profits reach out their community foundation if there’s somebody who’s there that might be helpful for them and getting in touch with the donor advised funds, uh, donors, then, uh, you know, somebody in the donor relations department might be really helpful for them. Um, in terms of a proactive approach, i not i couldn’t say it’s super common. I’m not sure how common it is, but my my hinckley is that it’s ? Probably not something that is a proactive approach. Ok. You think it’s too widespread ? I don’t have to. Yeah, let’s, continue. Good burial. What ? We want to break down these barriers. Okay ? Let’s do. It non-profits the potential grantees on dh and the donors who are often totally unknown. Unapproachable. You’re breaking that down if we have. If we were a community where the community foundation is open too, you know, to hearing from us about what we do. What we can encourage grants from the donor advised funds to our work. What else ? What else should we be doing ? I mean, i think being able, teo, even if you can’t necessarily get an audience or a phone call, email, let the foundation know what you’re up to. We’re really good about making sure that our information that’s coming in from organizations gets to r r r dafs side of the dafs side of the house in at brooklyn community foundations, seventy per assent of our dafs distributions go back to brooklyn, so a large percentage of the folks who are choosing toe open dafs at brooklyn community foundation, i think, are doing so both because of our racial justice lens and our commitment tio brooklyn, and the way in which were showing up, and so their dollars aren’t necessarily being distributed in flowing elsewhere. They’re being invested reinvested within the community because policy it’s not because of a policy, but i think if we were i mean, we’ve said this internally, like if all of a sudden it started skewing drastically, one of the questions would be, why not brooklyn ? And then we would need to weigh want them way. Want folks to give where they live, right ? Um, and i think the other piece of it is in terms of the fees that come out of our death one hundred percent of that go into our community fund. So that’s also money that’s reinvested into brooklyn. Eso i think there is ways for non-profits to be able to approach foundations and just build relationships with your cfc the way that you would with any foundation. But then there are other pieces of that of why a community foundation should be more receptive to your doing that unnecessarily and independent foundation that might be like this is so not within our wheelhouse. We don’t have the time or the interest to engage in that way about how audience studio and live stream any frustrations have you have you tried to approach your community foundation on dh ? Were unsuccessful. Any frustrations around dahna advised funds ? Have you had successes with donor advised funds ? Means not all frustration and consternation. He had success with donor advised funds from your community foundation. Has that been working for you ? Uh, happy to hear anybody in the audience. Studio audience ? Nothing still. Okay. Okay. All right. I’m only movement. We’re open for your hands up. All right, what ? What more can we say ? Uh, about committee foundations and don’t and don’t advice fund-raising hope yeah non-profits get. Yeah, well, i was one thing that i could point out is that donor advised funds are super active grantmaking vehicle. So, you know, even though they are growing, you know, popularity, they’re not going anywhere. They’re growing in popularity. Their assets are growing by a lot. So we look at, you know, a comparison between five years ago, if we looked at twenty thirteen versus last year twenty seventeen, um, you know, assets went from, you know, under twenty million, twenty billion dollars to around thirty five billion dollars. That’s a huge jump in five years. Uh, gifts jumped from, uh, somewhere around five billion dollars to somewhere around six billion dollars, but grants from about two and a half billion dollars to over five million dollars. So grants are growing at a rate that’s much higher than it was in what there was between twenty thirteen, twenty, seventeen. So double. So we thought that’s more another. Yeah. Um, and, you know, when you look at the the payout rates, you know, between donor advised funds and other funds that most community foundations that take our survey, you know, we’re looking at, you know, hyre distribution rate that may be hovering around five percent for most of the community foundation when we’re looking at donorsearch vice buy-in specifically, uh, you know, we’re looking at double digits, you know, eleven, twelve, thirteen percent of assets are going back out into the community so on that gap widens the larger community foundation because they have lesson, you know, if you’re in doubt asset, so more of that’s gonna be passed through and go back out yeah, and, you know, at the same time, uh, you know, i mentioned the Numbers a second ago 4:20 seventeen but, you know, about, uh, six million dollars in gifts and five million dollars a grant, so most of those dollars are going right back out the same year, so, you know, just mentioning him is a is a really hyperactive grantmaking all right, because that is a a common argument is that, as i said earlier, that the money is not flowing out of the donor advice, but donors were earning a charitable income tax deduction and the money sitting dahna advice ? Yeah. Yeah, you know. And even with the pale, right, uh, issue there to, uh, we could definitely benefit from having better data because these are numbers that are in the aggregate. So there might be, uh, you know, individual donor advice fund accounts that are that are distributing a majority of their assets or most of their assets in here. Um, where most of what comes in, but there might be other donor advice once accounts that aren’t moving dollars in a specific year, maybe for a couple of years. There are community foundations are out there that are that are protecting against that a little bit with some of their their internal policies. So there’s something called variance power that a community foundation can can exercise and effectively. What that means is that they have final say, jorgen jill, i know. Sorry. I try my best of the final means power with various provisions. Yeah, there’s always closing. But i slept my way back. Um, but so effectively when a donor opens, the donor advised funds are donates funds to a donor. Advised funds. They do forfeit legal ownership over those funds. They belong to the community foundation, so there is a reasonable expectation that that when they make a recommendation for a grant that the community foundation is going to give the grant that they recommend but there’s no there’s, no binding, you know, legal precedent, no agreement that says that they have to do with donor in-kind so the reason i bring that up is because if there’s a donor who doesn’t give a grant for let’s, say, three or four years, depending on the community foundation, that community foundation can then exercise at various power and select non-profits that are as close to the donors original intent as as possible and side distributing this wouldn’t be a first, yeah, encouraged donorsearch media and here’s, our own recommendations will definitely start money out of your own team. Now, this problem booklet, you said money is flowing out. Yeah, i mean, we’re doing site visits for folks to be able to engage with organizations um, we want to, you know, we’re learning about organizations to be able to feed them to donors, so that has not been our not have not been our issue there, which yeah, we’ll take out how common is it that that a committee foundation would exercise that that power ? Yeah. That’s that’s what ? I mean, when i say we could benefit from better data way have individual, uh, you know, fun level transaction data, then we can really get at, you know, how many of the funds are, you know, uh, maybe an active for a year or two, and which are the ones that are super active ones that are bringing that payout right out. So, yeah, you know, i would encourage foundations to share their grantmaking various power, yeah, uh, that seems that seems that seems pretty draconian. That’s we’re taking your money and we’re giving it to you, i think is close to what you say you’re in. Yeah. I mean, they’re trying to align with mission. They join a lot of steps before. Yeah. It’s a pretty for sure. Yeah. It’s a pretty dress. Still no questions about how to approach a donor advised funds about getting money for your non-profit from a donor advised funds. I’m answering all the questions. We’re i’m that good. Like channeling the audience so perfectly if there are no questions, i do have a question that i heard from someone a couple of days ago about if you receive money from a donor advised funds often time it kind of it appears almost anonymously, like ghost money. How do you think a donor who gave that money ? Do you think that donor or do you think the foundation ? Do you think whoever the person is, who made the connection ? So the donor advised fund if there is one, is there any process around that ? Because just to set the stage because the check comes from community foundation, right, right and security condition is at least under no obligation to tell you you the non-profit who the person is, and maybe they’re not even allowed to so that’s the that’s, the issue ? What does that come in here saying word ship ? Yeah, right. How can we say thank you to the donor ? I mean, we have we have ways of being able, and we have a lot of dafs where they’re like e-giving circles and their highly involved, so you would know who they’re coming from. Um, and so in that circumstance, i would say he would just reach out and, you know, say thank you and cultivate that relationship in that way as you would any thing else, the anonymous ones ? I would say it’s still probably a great idea to be able to send a thank you to the foundation, and i would imagine the foundation would forward it on to the death boulder i mean, we’re were in service to being able to support the non-profit sector, right ? We want the money to be able to go to brooklyn. Non-profits and one of the things that we’re constantly trying to do is be able to increase visibility and increase understanding of the work so that more people are compelled to give to these exceptional non-profits they’re doing really important work, so we’re you know, we want to be able to see that relationship flourish and grow, and so i would say that we’re on the same side of wanting to make that happen, even maybe even a little more proactive and specifically say, please pass this on teo to the donor who created the fund and include a little private note for for for our donor, uh, asked the foundation to send that along. We do that implant e-giving all the time when now there’s a question we got one minute. Left. All right, get your quest, tracy made with one question. We’re going to wrap up with this question. You have to be so concise. I pleaded for questions, okay, so this is the first time i’m hearing about donor advised funds, and i’m still unclear. How do you find out about those funds ? Are they listed in the community in the port they listed on the website ? How do you find out what dahna guys funds will find ? Yeah. Yeah, yeah could start at an answer. They’re a couple ways. So, you know, uh, to be so brief. Yeah. So, uh, about ten years ago in two thousand six, there was part of the pension protection act said that, uh, that, uh, foundations needed list out at least a couple of data points about the donor advised funds. So how money they have, how much they’ve given out from them, how much they received to them. So you have an idea of how much of their grantmaking activity is coming from donorsearch vice funds, they might have a listing on their website, but they usually would have an honor roll on their annual report, so they might say they might call out their top donors, and many of those might be donorsearch buy-in might be a good way for you to kind of figure out who among those might have given you that grant ware so i was just gonna say that’s exactly, right ? So, like, i’ve got our brooklyn insights, and so you have an entire page of who well, who the funds are. And then we also have snapshots about each about some spotlighted donors on dh. Talking about what their values are and what they’re looking for. Really. Thank you so much time with giveaways. So, uh, life’s dream on buy-in studio get your phones. We’re gonna be giving away a book. I got the first five people first five people who text are going to get a copy of this book, which is modern media relations for non-profits creating an effective pr strategy for today’s world. This is written by two journalists to former journalists who were on the show. Peter panepento and internet car. They’ve been there on last month. All former journalist. They had a reach. Media. Okay, so, first thing, he’s number, of course. The Numbers 2:5 2 five one five seven nine eight seven two five two five one five seven nine eight seven by the way that area code two five two that’s where i have a home north carolina so you could send good thoughts along with your tax i’ll tell you what detecting a second but you have to keep listening to me two five two yeah that’s morehead city area code where the hurricane is hitting right this second so you’re you’re um but it’s actually being answered by service in california, so you’ll get answers. Don’t you’re not gonna get floodwaters back ? Um, all right, so the number once again to one, two, five, two, five, one, five, seven, nine, eight, seven. The brute. This book is brand new. You’re gonna get media relations. The first five people to text are going to get a copy of it. Er, and here is what you text. You text the tension with a knife in the room, you text the word community community. Okay, that’s, the giveaway and it’s time for me to thank our guests again. Barry camari banerjee murthy, vice president programs of the brooklyn community foundation and david rosana remember services manager for cf incites a service of the foundation center. Thanks so much. Thank you could join welcome and thank you, who next week, as i said, we’re going to be, uh, of course we’re back at the foundation senator, talking about family foundations, i don’t get the attention of family foundation’s when they say they’ll contribute on ly too pre selected organization when you do have to break that down. And what of strategies to keep relationships going after you have, in fact started them talk about all that next week, same time next week. If you missed any part of today’s show, i beseech you, fine on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuing capital p when you see piela is guiding you beyond the numbers regular cps dot com by tell us that credit card payment processing your passive revenue stream tony dahna slash tony, tell us and by text to give mobile donations made easy text npr. To four, four, four, nine, nine, nine a. Creative producers. Claire meyerhoff, sam live, which is the usually the line producer, but not this week, shows social media is by susan chavez. Mark silverman is our web guy. This music is by scott stein, and many thanks to hear the foundation center. These are the line producers tracy kaufman, susan she aroma and william lee here at the foundation center. Thank you so much. You really next week for non-profit radio, big non-profit ideas for the other ninety five percent. Go and wait.

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