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Special Episode: Reopening From Coronavirus

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My Guest:

Lisa Brauner: Reopening From Coronavirus
My guest is attorney Lisa Brauner. We see the faint light at the end of the tunnel. We’re slowly emerging as we knew we would. But these things must be done delicately. What do you plan ahead for? How do you keep employees safe and can they refuse to return to work? What are reasonable accommodations? Lisa has answers. Lisa has advice. Lisa is a partner at Perlman+Perlman law firm in New York City.

 

 

 

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Transcript for 487b_tony_martignetti_nonprofit_radio_20200506.mp3

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[00:00:12.34] spk_1:
Hello and welcome to tony-martignetti non profit

[00:00:42.84] spk_2:
radio. Big non profit ideas for the other 95%. I’m your aptly named host. This is a short special episode of non profit radio to help you cope with the pandemic reopening from Corona virus. My guest is attorney Lisa Brunner. We see the faint light at the end of the tunnel were slowly emerging as we knew that we would. But these things must be done.

[00:00:44.94] spk_3:
Delicate, please.

[00:01:39.04] spk_2:
So, what do we, uh, what we planned for? That’s coming. How do you keep employees safe? And can they refuse to return to work? What are reasonable accommodations? Lisa has answers. Lisa has advice. Lisa is a partner at a prominent Perlman law firm in New York City, responsive by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com My Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant mountain for a free 60 day trial. And by turned to communications um, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot ceo. Thank you very much. Welcome back, Lisa.

[00:01:41.54] spk_0:
Thank you, tony. Thank you for having me.

[00:01:43.54] spk_2:
Alright. Thank you for doing another special episode with us. These are these are these are valuable for listeners. Thank you. You’re welcome. Everything okay? Looks ah. Looks bright and sunny in New York is it

[00:02:00.64] spk_0:
is right. Well, it was raining earlier, but looks like the being the son, maybe. Okay. Make its way through. Looks

[00:02:36.98] spk_2:
looks bright. We’ll call it bright and sunny. Okay. Even so, shining light on your beautiful artwork on your walls. Thank you. So you’ve been thinking a lot about what is ahead as states begin to ah, open up the reduced the restrictions on on work at home, our restrictions on work in the office requirements to work at home. It’s happening slowly. There’s, like, I don’t know, maybe half a dozen states or so, so far that if reduce the the restrictions on just on certain industries, So I don’t I don’t know if maybe, you know, Are there states yet that have office workers allowed back to go back that had restrictions before just on office work?

[00:02:49.54] spk_0:
Well, I mean, we hear about in certain states like Georgia that they’ve already started to reopen certain industries.

[00:03:04.44] spk_2:
Right? That’s just restaurants and dollars to point essential. You gotta have those but our people back in offices in Georgia.

[00:03:08.74] spk_0:
I don’t know that people are back in the offices.

[00:03:12.65] spk_2:
Yeah, so but it’s coming. It’s good

[00:03:14.38] spk_0:
calming you write.

[00:03:15.53] spk_2:
That was like

[00:04:23.24] spk_0:
the end of the tunnel on dhe estates air trying to use depending on the states in the measured approach or prioritising which businesses come back first. New York is already talking about the plan for which are the most essential businesses or industries with the least amount of risk, where they can start reopening construction and different and different things. So it’s it’s a kind of a faced approach. It sounds like it’s happening. In New York, for instance, the governor put in a 12 point plan of different things that he expects them would like to see happen. Ah, in order for the reopening to occur and specifically with respect to workplaces, at least in New York, and it may be may be different in different states. There’s an expectation in York that, uh, is part of this plan that employers are going to put into place implement the safety protocol for their

[00:04:37.24] spk_2:
I thought, This is This is one of things we need toe be planning ahead. So, you know, at this stage, we’re planning for returning. Um, you know, but there. I mean, there’s basics. Like, what’s the schedule gonna be? Who’s gonna come? Um, you know, walk us through some of that pre planning. But before we get to the

[00:07:41.34] spk_0:
sure exactly at this point, tony, employers should be pre planning for that day. Ah, and not not necessarily waiting to see what happens. They should be putting a plan in place, which involves things like who? Who is going to continue to work remotely? Who is gonna be actually in the office? How are we going to How are we gonna make that happen? And how we gonna ensure that employees are safe coming back? What could be looking at their finances? What is it that we can afford to do in terms of who we bring back our their employees? That we will not be able to continue employing that we may need to furlough. Who do we need on the ground? Are we going to need to cross train certain employees? So if there’s certain things that need to get done and the employees we need to do them. Can’t do everything. Mm. From home. Do we have other employees that are able to come in who can actually perform some of those functions? What do we need to do physically in our workplace to ensure that the workplace is is safe, for instance, Um, are we gonna have what we have? Sufficient? Will we have masks? Will we have gloves? Do we need to dio, Do we need to sanitize the workplace? In other words, that we’ve wiped down everything all the surfaces, computer keyboards and door knobs. What have we done to ensure to communicate to our employees that the works, the works space that you’re coming back to is actually is actually safe. So having a plan to communicate to employees about what’s been done in terms of safety precautions, considering what type of personal protective equipment or face coverings and things like that, the employer is gonna have figuring out whether they need to do some type of reconfiguration of the actual work space. So, for instance, it in workplaces where they might have more of an open plan where everybody’s together. Ah, what do we need to dio Teoh either reconfigure this space to make it safe so that we can still allow for social distancing. Do we need to put up plastic or plexi glass? But between the areas where employees are working, do we need to set up one way a one way hallway that, you know, this whole way? Everybody goes in this direction and the other hallway, Everybody comes in the opposite direction. In other words, that employers should be coming up with their post pandemic plan for how they’re going to logistically bring employees be back and who’s gonna come back. And also how how are we gonna bring employees back safely?

[00:08:12.17] spk_2:
Okay, that’s a ton of stuff to be thinking about. But you know, all good. So listeners will go back and start taking notes on, like, the 20 things that you just ticked off as a ZX items to be used to be thinking about, um, everybody talks about the PP do. Do employers have AH responsibility requirement or t provide? I don’t gloves and masks. Or is that is that governed by state law? Or just buy your own moral obligation that you feel what what what what guides them in making a decision like that?

[00:10:12.94] spk_0:
Mm. I mean, I think it’s I think it’s adhering to whatever the precautions are of the CDC and Osho, the Centers for Disease Control and on OSHA, Occupational Safety Ah, and Health Administration. In looking to those to that guidance and also any state and local guidance as to whether their directives right now, perhaps with the exception of the essential workers, it’s really being left to the employers to for the most part, unless there’s a state or local directive to do it, it’s being left to employers to make those decisions. But certainly if the CDC is advising that individuals wear face coverings in instances where they can’t social distance, it would be it would behoove an employer to say, You know, we follow the directives of the seedy city. Ah, in protecting our employees is an under under OSHA. Under the Occupational Safety and Health Act, employers have to maintain a workplace that’s free of any hazards. Essentially, they have a duty to to do that, too. Keep the employees safe, you know, pre from hazard. So in the workplace. So so that would extend Teoh. I mean, recommendation would be that employers do provide face coverings to their employees. And and also they may even consider having face coverings available to anyone who’s visiting the workplace. If they have something cups, someone coming on site, who’s gonna be cleaning the work area clients? Anyone who’s going to be coming into the workplace because those individuals could be, if they’re asymptomatic could be infecting one of the employees. So

[00:10:18.74] spk_2:
that would

[00:10:19.09] spk_0:
be, well, advice to do that.

[00:10:49.09] spk_2:
That brings up another issue about people coming to your office, those you’re serving or maybe just like you said. Maybe they’re just the office cleaners or just people routinely come in. You know the mail gets delivered. Ups comes, you know, et cetera. How do you treat people? Coming to your office is not just what do you expect of them? It’s not just what do you expect of employees and what you gonna do for employees but visitors to the office or your other facilities as well? You know, non profits may very well not even now have a second facility. It’s not in office, but it’s where it’s where they serve meals or serve clients in some other way. Those people have to be accommodated.

[00:11:45.08] spk_0:
Yes. So I mean, all those things there such excellent points and which really go to the point of pre planning now Because Because employers can’t they can’t just show up on the first day of work and say, Okay, now we’re you know, now we’re back to work. Ah, we’re going to do the best we can. They really have to plan out in advance. You know what is social distancing gonna look like And our work space. And it’s gonna be different for every non profit. Like in some instances, it could be, you know, setting something up like we see when we go into when we go into a pharmacy or when we go into a supermarket where they’ve actually designated, you know, spots for people who are waiting on line to understand their six feet between you

[00:11:51.05] spk_2:
because it was sitting on the floor.

[00:12:36.34] spk_0:
Exactly. So depending on the non profit, so I’m not gonna be appropriate in every setting, but depending on the non profit and what, who their servicing and what the layout of their workspaces, it’s gonna dictate what it is they need to dio from a social distancing perspective to keep six feet between people, but they have to. Employers should be thinking now, what is it based on who were serving on what we’re doing? And what are configuration is what kinds of changes do we need to make right now to ensure that our employees feel safe, that that the people that we serve that are coming to our work site also feel safe. Uh, you know that that they’re not going to get infected. So eso the pre planning is is, I think, crucial right now.

[00:12:44.75] spk_2:
Otherwise, you just compounding the crisis. If you’re leaving this until the last minute are you know, the week before or something. You know, it’s not gonna be enough time to look at all the guidance because so you said, CDC, OSHA, and you also have to look to the your state whatever state guidance there may be. And even potentially, your city could have guidelines around requirements for businesses.

[00:14:00.84] spk_0:
Absolutely, absolutely on social distancing. But here’s some other things that I wanted to mention that employers could think about. Two. Is there as they’re planning? Um, I mean, the goal is to to continue the social distancing for now until we know that the threat is over, and so they could consider things like staggering of start times that employees start work staggering in the end times, particularly where people are in larger urban areas. And they may be Trent, you know, traveling by bus or subway where they’re gonna be congregated with a lot of people. And so to reduce that from happening. If employers consider maybe staggering the time that an employee comes to work to avoid Rush Hour or to stagger the time that the employee is going home from work to avoid rush hour, that could be a possibility or changing the day. So we’re

[00:14:16.45] spk_2:
thinking maybe I could get a work day that’s like 10 to 2. Can I squeeze Shoot 10 and leave around two, or maybe to 30 with, and I’ll reduce my lunch to an hour and 15 minutes from an hour and 1/2 That that that is not considered a reasonable accommodation?

[00:14:27.64] spk_0:
Well, a reasonable combination isn’t another context.

[00:14:43.54] spk_2:
I know. Yeah, no, I’m being unreasonable a za potential. But I could never be an employee because that, you know, there are a lot of reasons I couldn’t work for um, so, yeah, I mean, even staggering weeks, maybe. Maybe right 11 team works off site for a week and then comes into the office and the other team, and they rotate it, rotate around that way

[00:15:18.91] spk_0:
absolutely. Or having someone working on a weekend day as opposed to a weekday as a substitute, as a way to to stagger, first of all, so that you are helping the employees reduce the risk if they’re gonna be traveling by mass transit or in a large group. Secondly, er, to reduce the number of people just in the office together at one time. So

[00:15:34.93] spk_2:
there’s a potential, you know, in being flexible like this, there’s a potential to actually, you know, toe help families who, you know, maybe it’s ah, it’s a couple. And it helps them that one of them works on a Saturday or that one of them has, you know, unusual hours tend to six or something. Maybe that helps the family. And so you can build f have that flexibility and also be good to your employees at the same time.

[00:16:17.54] spk_0:
Yeah, absolutely. I mean, I would say one of the kind of key takeaways from all of this is employers should be flexible in the solutions that they are coming up within this time. That’s so unprecedented, but should should just be flexible on the possibilities of what exactly they can provide and what they can offer in terms of bringing the workers back to work and doing it in a way, that’s that’s Ah, that’s safe. Um, so yeah, well,

[00:16:20.11] spk_2:
I was gonna turn Teoh reasonable accommodations, which I perverted a couple of minutes ago. But, um what what do we need to be thinking about that? What does that phrase mean? And how does it apply here?

[00:22:28.34] spk_0:
So reasonable accommodations. So under the law, employers have a reasonable have a duty to reasonably accommodate employees for because they have a disability for religious practices. Ah, in New York for pregnancy, childbirth and related medical conditions. And so the types of things that one needs to reasonably accommodate an employee for may depend import on your jurisdiction and what that jurisdiction recognizes as being entitled to a reasonable accommodation. But for employers who have 15 or more employees, they are covered under a federal law called the Americans with Disabilities Act. And they have a legal obligation to reasonably accommodate employees who have a disability so that that an employee can perform the essential functions of their job. Unless doing that, we would pose an undue hardship on the organization. So how that looks here in in this cove, it situation is if you have somebody who has a disability, they may set a. My doctor says that I need to continue working from home. Ah, nde working from home, maybe a reasonable accommodation. And for that person, it’s also going to be more difficult for employers to say that doing so would pose an undue hardship in view of the fact that so many people have been working from home because of the situation. So somebody has disability, uh, in New York, for instance, if there pregnant or because of childbirth related medical conditions, they may need to. It may be that they that they need to work from continuing work from home is a reasonable accommodation that could be an example working from home or leave of absence or things like that. So where it gets where it now gets trickier, here is the situation where somebody has an underlying condition. Well, let me first say that the E O. C. The Equal Employment Opportunity Commission, which is the federal agency that enforces the A d. A. Has has not said that Cove in 19 is a disability, said it may be good state and city and a human rights laws like New York City. Human rights laws have said that, yes, this this, uh, is a disability and those laws, this is one of most important things is that even if there’s not a requirement into the federal law, state and city laws maybe much more liberal and protective of employees, then what What the a d a provides. So even if a certain reasonable accommodation may not be required under federal law, it may be required under state and sitting law. And so that brings me to the next point about the sister of reasonable accommodations. And that is one of the wrinkles here. Interesting aspects is that we know that people with certain underlying conditions are more susceptible to contracting the virus, right? So individuals who have diabetes, uh, who have, uh, who have respiratory ailments who have auto immune honestly, maybe may be more vulnerable, uh, or susceptible and so So the question comes up. What about somebody who has an underlying health condition? Um, you know, can they, uh, can they refused to come to work, right? I mean, that’s one of the questions, and it’s an open question. I think employers, they’re gonna have to they’re gonna have to consult with legal counsel about what the state and local laws are with respect to that. Um, but the person has an underlying condition like, for instance, in New York City, New York City just issued guidance. Ah, New York City’s Commission on Human Rights just and that’s the agency that enforces the New York City Human rights Law. They just issued guidance around this issue of underlying conditions that employers may need to reasonably accommodate ah, individuals who have an underlying condition in New York City. And it could be in other jurisdictions to having an association with somebody who has a disability is illegal protection. So let’s say an employee has a family member who has a disability that employer can’t discriminate against, or treat that employees less favourably simply because that person has an association with a person with a disability. So depending on the state and city jurisdictions. There could be greater protections for individuals, depending on whether someone there associated with has a disability, whether the employees themselves has an underlying condition. When that employee says to the employer, I want to continue working from home or I need to take time off or something or something to that effect. So it’s kind of it. It’s another aspect of this that employers need to be thinking about. Not just what is the federal Lost A but one of the state and local law say about how I need to accommodate this person and whether they can refused to come to work because of ah, of the of the fear of, uh, of contracting the virus and they might be entitled to. I’m sorry, Go ahead.

[00:22:48.84] spk_2:
What about if it’s just a fear? But there isn’t un underlying, um, underlying diagnosis that makes them more vulnerable either themselves or someone there associated with suppose. It’s just a generalized fear of traveling and returning to work without any underlying medical issue.

[00:25:14.47] spk_0:
Generally, they wouldn’t be able to refuse unless there is Yeah, generally, I mean, once the stay at home order has lifted. Ah, and e No employers are clear to reopen their workspaces. Someone’s general fear isn’t gonna be illegal. Generally gonna be illegal. Ah, excuse provided legal excuse from them not to return to work. I mean, if they if they’re entitled to paid sick leave or paid extended family leave for one of the reasons under the families first grown of his response act, That’s one thing. Generalized Fear, uh, is not going to give them a legal claim for refusing to come back to work. That said, uh, to the extent that employers can reassure their employees as to number one, the efforts of the employers taken in the workplace, them safe. I’ve heard situations of employers who they hire a private van or bust or something where they’re going to bring employees into work to avoid having to deal with mass transit. So employers can be creative and ways in which they can support their employees on reassure the employees about the safety of both being at the workplace and coming to the workplace and being flexible and accommodating, even when there may not be a legal obligation to do so. But for reasons of employee morale and motivating employees finding creative and flexible ways to support employees coming back to the workplace. You know, alternative ways for them to get to work. Ah, and reassuring them that we’re providing face coverings and and gloves so that you feel safe when you’re here. We have protocols for people who are visiting the workplace so that we know you know, that they’re taking precautions when they’re gonna be interacting with you as an employee. Those things go a long way for employees to feel reassured that they that they’re gonna be that their safety concerns are being addressed.

[00:26:18.91] spk_2:
A lot of a lot of what you’re suggesting today is consistent with what you said in the very first. You and I did the very first special episode together, which was probably five weeks or so ago when when we were on the other. We’re talking about other things, just planning for working at home, and a lot of your advice there was be flexible. Um, be thinking ahead. What’s it gonna look like when you, when your workforce is distributed back to home, are after their homes communicate? That was a central message then, and it still is, and this is exactly what you’re saying. Now, you know, communicate with your employees about what you’ve done about what you’re going to do, um, to help them just be reassured. So I mean, the details are different because we’re going from home to back to the office is But your overall messages about be flexible, communicate, um, have some empathy. You know, those air plan ahead. Those are the same things you were saying five weeks ago about the opposite situation.

[00:28:13.44] spk_0:
We are on the other side. It’s true. But those those values and those tools I think are the same because those are the things that give employees reassurance that everything gonna be okay on dhe on dhe. People may have fear about coming back to the office coming into the office again. So to the extent those things can be done, you know they should be done on employers, you know, because we’re in the pandemic. They have also some more flexibility in terms of certain things that otherwise might not be able to do under the Americans with Disabilities Act like taking employees temperatures, although not everybody who has Cove in 19 has a fever, but employers can do that? They can scream. Okay. They can. They can. They can ask employees whether they have the, you know, particular symptoms that have been identified specifically with covert 19. Uh, they can insist that employees self report to them. If those employees start exhibiting any of those symptoms to let them know, uh, employers could do that. Now, of course, they have to keep any any medical information, which includes the results of temperatures and things like that. If they were to do that, they have a legal obligation to keep that information confidential. So whether they decide they’re gonna take the temperatures and record those temperatures or they decide, we’re only gonna look to see if somebody is above a certain threshold. And we’re only going to indicate on a form that they were either below or above the threshold. They can make those determinations themselves about how they they want to administer it. But whatever the results are, they must keep that information confidential. Um,

[00:28:29.31] spk_2:
yeah, I want todo Did you have more than you wanted to say on that? Uh, I thought that what employers? How much further? Employers can go now with questions. And then you know, you still got to or cause I was gonna ask, I was gonna start asking something else, but

[00:28:34.19] spk_0:
I’m sure I know. Go ahead. OK,

[00:28:35.88] spk_2:
OK. The, um

[00:28:37.74] spk_0:
what do you do

[00:28:51.64] spk_2:
in the case where someone is, um, is happier on unemployment because, you know, there’s, ah, there’s that federal bump of $600 a week. Um, plus, whatever the state is paying unemployment benefits, Um, what if you have You just have a recalcitrant employees who is happier receiving the unemployment than then they would be going back to

[00:29:35.05] spk_0:
work. So that’s an excellent question and something that we actually see. And I think first of all, the bump ends on July 31st. That’s the first thing the $600 additional, Uh, so that’s the first thing that the second thing is typically to be eligible for unemployment insurance. The person has to be ready, willing and able toe work. And if they’re being offered a job back, they may be in a situation where they end up being disqualified from unemployment insurance.

[00:29:40.28] spk_2:
You have to certify right that you, I guess, includes that you turned down employment. If you did right, I don’t have to certify. I mean, I know in North Carolina, you have to certify each week it’s probably routine, uh, about white Look for a job, you know, things like that. So it just if you turned down your existing employers offer of returning to work, Um, that’s that would disqualify you for unemployment.

[00:30:15.76] spk_0:
They may. They may be depending on the state deemed ineligible to continue receiving unemployment. If they were then offered hope so. Yes. Oh,

[00:30:19.64] spk_2:
I’m happy here.

[00:30:21.24] spk_0:
It is this way until

[00:30:35.64] spk_2:
July 31st. I’m very content right here. Right. OK, so there’s a mechanism for dealing with that on the on the unemployment insurance state level. Yeah, hopefully. OK, alright. We could dismiss that hypothetic. But you said you ve seen that, or you’ve heard it already.

[00:30:41.64] spk_0:
They were because they’re making more money at this point. So it

[00:30:45.27] spk_2:
was a purely hypothetical. You’ve heard

[00:30:47.20] spk_0:
I exactly. Yeah.

[00:31:24.46] spk_2:
Okay. Okay. Well, not all employees air lazy and not all employers or scruple. Unscrupulous. So, you know, make that z ensure we, uh, fair to both sides. Um, And on this, by the same token, there’s enough blame to go around for everybody. Um So what do we have? Toe? You know, you’ve talked about so many different things. Do we have to have written policies about You know what the expectations are gonna be when you return? We’re gonna be standing for fever. Will be issuing PPS. Um, here’s our policy for visitors to the office. Now you need to comply with this. If you see a visitor, you welcome a visitor. Do there’s always need to be in writing.

[00:34:17.69] spk_0:
Um, not everything needs to be in writing, but certain things should be in writing so that everybody is on the same page. I think I think employers can communicate just again. It depends on the size of the employer as well. In terms of whether something will be in writing or not. I think that you know more long term, longer term policies, uh, and protocols. I mean, you could have you number one. If you do have people continuing to work remotely, definitely want to have a policy on that. You want to have an agreement with that employee so everybody understands what is being expected. What? The terms are what you’re expecting with respect to employees to record their time for those that air covered by the overtime pay laws. You want to make sure that everybody understands about the importance of confidentiality and protecting the data security and and all that for employees in accounting to work remotely for paid sick leave on pay, extended paid family leave under the families First Law. You certainly want to have policies addressing those and the interplay with your other paid time off policies for absolutely for protocols on visitors to the workplace and things like that. Uh, depending on the size of the organization, you you will. You would want to have a policy addressing that particularly things are now changed in terms of how you’re gonna be interacting with visitors to the workplace, does it all the things that you would want to to have, uh, you would want to have policies on for sure. Andi would also want to train your managers and your employees about what these new policies are. So have a chance to address questions, but particularly the managers who were gonna be enforcing these policies. I mean, it’s ultimately in many cases, gonna be a to the managers who will be enforcing the social distancing who will be addressing, you know, safety concerns. Who will be, um, who will also be may be involved in decisions about who’s coming back into the workplace and who’s not. And you want to be careful about that as well that there isn’t, uh, discrimination happening either. You know, people are paying, being desperately treated or you have some type of neutral policy that’s disproportionately impacting older people. Pregnant women, etcetera. And also there’s been a noted increase in in bias against Asians, Um, during this pandemic, um, both in the workplace and outside the workplace.

[00:34:23.65] spk_2:
We talked about that five weeks ago.

[00:34:25.16] spk_0:
We did so

[00:34:26.40] spk_2:
the possibility of that. Yeah,

[00:34:55.34] spk_0:
exactly. So it’s It’s really important that employers are reminding all their employees about their policies, prohibiting discrimination and doing any supplemental training that they feel is necessary to ensure that there aren’t derogatory comments. Remarks directed at Asians Has everyone returns to the workplace. So increased training. I would say a lot of

[00:35:02.56] spk_2:
love can be done in advance. You can be absolutely obviously developing the policies, but also training about the policy discussing them before the first day back.

[00:35:08.51] spk_0:
Absolutely. Yeah. Uh, could be doing that now.

[00:35:13.69] spk_2:
So planning, developing and communicating than training that stuff could all be done in advance. Virtually

[00:36:00.88] spk_0:
yes, yeah, all that could be done. So and also just you know what the employers planning to do exactly. From a safety perspective, you know that they’re adhering to the CDC protocols and directives and what OSHA is recommending and just reassuring their employees about what they’re doing to keep them safe on dhe and also what the mechanism is for employees to bring forth any issues. Like if an employee in a particular work site feels that their manager hasn’t been, Ah hasn’t been acting consistently with what the organization says it’s being done or that there isn’t social distancing happening or the people they feel. The people aren’t taking precautions to keep them safe. Employers want to make sure that they hear from those employees so that it can be addressed, so they want to make sure they communicate whatever the mechanism is for employees to to bring those issues forward.

[00:36:38.37] spk_2:
Okay, Lisa, I think that’s pretty comprehensive. That’s enormously comprehensive. Um, I mean, I was like my takeaways are planned. Be flexible, communicate train, You know, on all these dozens of different things that we talked about. What? That’s that’s what I That’s what I’m thinking. Like in the end. What do you want to leave people

[00:37:51.63] spk_0:
with? I think those air I think those air perfect takeaways. Actually, all of those things be flexible in solution plan. Now for what reopening is gonna look like whose whose ableto continue to work from home. Who on Who needs to come back to the office? Are we being Are we making these decisions for lit? Legitimate, non just discriminatory business reasons. Is it gonna have a disparate impact on a particular group? Older people pregnant, you know, take a look at your decisions and what the impact potentially could be, uh, or will bay in making your decisions plan and, uh, and and the and be flexible in your in your solutions on a train train your employees train your managers to make sure that they’re following the protocols that you’ve put in place and that they have awaited to raise any grievances or complaints or concerns eso that those get can get addressed.

[00:37:57.33] spk_2:
Okay, Incredibly comprehensive. Thank you very much. Lisa,

[00:38:01.00] spk_0:
you’re very welcome. My pleasure, tony.

[00:38:31.86] spk_2:
Thanks for doing it responsive by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits tony-dot-M.A.-slash-Pursuant in for a free 60 day trial and by turned to communications, P. R and Media for non profits, Your story is their mission turned hyphen. Two dot CEO. Creative producer

[00:38:47.11] spk_1:
is My Half Shows Social Media is by Susan Chavez Mark Silverman is our Web guy. His music is by Scott Stein of Brooklyn, New York Many thanks to Susan and Mark for helping get this special episode out very quickly with me next time for non radio, big,

[00:38:49.86] spk_2:
non profit ideas for the other 90

[00:38:53.74] spk_1:
5% go out and be great.

Special Episode: Planned Giving

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My Guest:

Tony Martignetti: Planned Giving
What can you do for your Planned Giving donors in the midst of the Coronavirus pandemic? Something very meaningful and appreciated. Tony is alone for this short episode.

Top Trends. Sound Advice. Lively Conversation.

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

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View Full Transcript
Transcript for 487a_tony_martignetti_nonprofit_radio_20200504.mp3

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[00:01:18.08] spk_2:
Hey, it’s tony. I hope you’re doing well in the Mid Stones, our Corona virus pandemic. I hope you’re you’re well, I hope you’re safe, I hope. Same thing for your family doing well on DSS. Staying safe. Please keep taking care of each other. That’s that’s the key. If you don’t have family, take care of friends. Know as best we can reach out like this. Seems like very, very good timeto be in touch with folks I’m using. It is a good time to reach out, and I hope you do the same. Whether it’s phone call Zoom uh, you know, even the messenger being touched. It’s It’s a great, great time to be in touch. And and that’s actually what I want to talk about. Planned giving. Being in touch with your donors, you know? What do you do now with those donors who have ah who have committed that you’re in their state plan? No, They’re your plan giving donors. They’re probably older in the vast majority of cases they are. So maybe you’re a little reluctant to reach out. Um, because they’re more susceptible to the virus, so they’re more shut in. Um, they’ve got Children and grandchildren. They even if they live across the street from each other, which this is the case in one woman I spoke to, they can’t see each other. It doesn’t matter how far or how close they can’t be, can’t be together. And ah, that hurts. That hurts as parents and grandparents. So how do you reach

[00:01:42.44] spk_0:
out? You reach out with your heart.

[00:02:06.15] spk_2:
You know, just ah, express your concern. Express that we’ll get through this, ask how they’re doing. Lots of open questions, you know. How are you? How are you? How are you getting meals? How do you keep in touch with your family? How is your family? Um how are you? How are you keeping safe? Do you have you have any helpers who come in? What are you

[00:02:16.07] spk_0:
doing for meals? Is there a service that’s delivering for you or you find yourself cooking more like a lot of us. What are you doing to keep busy watching more TV, listening to more music movies? You know, lots of open questions, you know?

[00:02:28.05] spk_2:
How are you? Just how are you doing? How are you coping? It’s time to keep in touch

[00:02:37.64] spk_0:
and e that I don’t know. I was going to say all the more for your plan giving donors because there they’re they’re older, But you need to be in touch with all your

[00:02:46.64] spk_2:
donors. So I’m not saying planned giving is any higher priority. But don’t ignore those folks. Certainly don’t be ignoring your plan. Giving donors don’t

[00:03:00.02] spk_0:
use this as a time of silence. And then what? In three or 45 months, whenever you know we’re past the worst part of this, then you’ll reach out. How did you do that comes across as insincere is it is. You know, you want to know now how people are doing so we’ll be in touch with your plan giving donors. So how to be in touch? I’ve been using the default

[00:03:12.75] spk_4:
as fun.

[00:03:23.42] spk_0:
If we have a phone number for someone, I’ve been picking up the phone and calling them, including folks that I don’t know very well and maybe never did talk to now. They did always hear from me. I’m thinking of ah, one client where I have donor

[00:03:29.37] spk_2:
relationships for them. I can’t

[00:03:53.37] spk_0:
use the client’s name without their permission, and I’m not sure that would be so he said to get now. So But I have a client where I have a lot of donor relationship, donor and prospect relationships for most clients. A more strategic. We’re helping them with their marketing, their planning, um, long term thinking, strategy, maybe events, things like that. But for this client, I do have donor relationships. And as I said, the default is if we have a phone number for them in

[00:04:02.09] spk_2:
our in our

[00:04:27.52] spk_0:
C. R. M database, I’m picking up the phone and I’m I’m having conversations. And some of those conversations go on for 1/2 hour, even 40 maybe 45 minutes. Thes folks have a lot to tell. You know, they lived through World War Two. The people I’m talking about, so they’ve got a great perspective, which, which actually gives them gives them hope, You know, they’re They’re not despondent. Most of the people I’m

[00:04:28.30] spk_2:
talking to you

[00:06:41.64] spk_0:
very very few are. They’re hopeful, you know, they’ve been through something. Uh, I can’t compare. What’s worse, so are the same. But World War, two minutes to World War two, and that was years. So that gives these folks a lot of hope. Um but they’ve got a lot to say, you know? So don’t be surprised if the conversations go 1/2 hour. And my advice is don’t be looking to cut it off after five or 10 minutes. I have just checking in guide. You Well, you know, take care of yourself. You know, so long that also comes across as insincere as it is. Be in touch with these folks from the heart. You know, You really want to know how they’re doing. I hope you do. I hope you really you know, I mean, this is a people business. Fundraising. Um, I presume you’re in it because you like people. You like relationships. This is a great time to either keep them going or get a little closer with one. Then, uh, then you have been. So the default is the phone. I pick it up, if I can. If we got a phone number. If not email, I haven’t been getting a lot of email responses. Ah, a couple. Not many. But again, the act of reaching out that’s sincerity comes across your genuineness comes across, do it from the heart. These aren’t for me. Emails. You can reach out by email on be very sincere. And then if we have neither of those, you know, we always have an address, handwritten notes, Um, and even in some cases, now I’m thinking about it. I’ve done some hand written notes to some folks who are no better instead of email. So, you know, you use your judgment up to the runner exercising. Very good. Outstanding. Outstanding. Keep loves a thumbs up. If you didn’t see, keep exercising. Um, I’m at the beach. It’s a beautiful place to run. Obviously. Look at this sentence setting. Um, but yes. So in some cases, I’ve actually done a handwritten note instead of, ah, an email. Even though way had we have an email address, I just You know, it felt right for that. That handful of folks, So you know, you do it. Do what you can do what feels right for you. But handwritten notes, you know, they could be short. You don’t have to, Philip. You know, you know, this is not a word letter, even in 8.5 by 11 piece of paper that your handwriting on

[00:06:48.64] spk_7:
and I happen like

[00:09:39.90] spk_0:
hand written notes over Ah, over something, you know, from word, um, again genuine, sincere. Ask how they’re doing. Uh, make sure they have your number. So, you know, maybe drop your car name if you’re not sure that they already have your contact info. Um, give folks a way to get back to you. Yeah, um, so reach out. Reach out to your plan. Giving donors. It’s important. And, ah, if it’s a phone call again, don’t look to cut it off. This calls have been genuine. I’ve shared my matter, not a sauce recipe, and I got a tip. Um, well, I shared a tip with our mint. My grandmother’s secret recipe was fresh mint. She grew mint in her backyard. So that was what I shared. Um, and well, the woman was just sharing with me. The idea of making a big pot of sauce and freezing a bunch of the future. I guess that’s obvious about I’ve never done that. I just always used it up. Uh, we’re giving it away, but yeah, you know, freeze. So, uh, so I gave a tip. I got a tip about modern outta. Um she has a beautiful Italian name. I wish I could share her name with you? Uh, beautiful Italian name. Um, so, yeah, reach out. Be close. You know, um, it’s a very, very good time to be in touch with your plan giving donors, and they will appreciate it. Everyone has, uh, has thanked me very graciously for reaching out. So, um, and in a couple of cases, they specifically mentioned that I was the only person from a non profit to do that, and they give to a lot of organizations. So maybe you can set yourself apart by doing it, but that’s that’s not the reason to do it. But if you can, you know, set your organization apart and all the better, right? But the main reason is humanity be in touch, be in touch with fellow humans. Um, donors, donors. I start with donors, and then, uh, then folks who are not donors, but prospects. I’m still working on the donor list plan giving donor list for this client, but yeah, you know, let’s not use our lose our humanity, be in touch. It’s a great time. It’s a great time to be in touch with with lots of people, including your plan giving donors if you have any advice? You have any good stories? Please share. Uh, tony at tony-martignetti dot com. Um, Twitter is a good way to reach me at tony-martignetti. Going to share some stories about being in touch. I’d love to hear them. Love too. Beings out. You take care of yourself to care of your family. You loved ones. Take care of your friends so long.

Special Episode: Coronavirus & Nonprofit Fundraising

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My Guest:

Paul Schervish: Coronavirus & Nonprofits
Coronavirus needs no introduction. We’re recording on Monday, March 23rd. Nonprofits are scrambling and struggling. The scrambling to adapt to workflow and personal upheavals will subside. The struggle will get worse: The need among those you help has increased and will become greater. Expenses of all sorts, from helping those in need, to disinfecting offices, to increased reliance on technology, are rising. At the same time, there’s financial pressure on your individual donors, in the face of firings, layoffs and work reductions. Your institutional funders are also pressured, whether private or public. Is it wise to spend? Can you count on your donors when this is over? Can you fundraise in the midst of the crisis? My guest is Paul Schervish, retired director of the Center on Wealth and Philanthropy at Boston College.

 

 

 

Top Trends. Sound Advice. Lively Conversation.

Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

Get Nonprofit Radio insider alerts!

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View Full Transcript
Transcript for 481a_tony_martignetti_nonprofit_radio_20200323.mp3

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[00:00:16.14] spk_3:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%.

[00:02:25.94] spk_0:
I’m your aptly named host. This is a special short episode of non profit radio Corona virus and non profit fundraising. Corona virus needs no introduction We’re recording on Monday, March 23rd on profits are scrambling and struggling, scrambling to adapt to workflow, and personal upheavals will subside. The struggle will get worse. The need among those you help has increased and will become greater expenses of all sorts from helping those in need to disinfecting offices to increased reliance on technology are rising. At the same time, there’s financial pressure on your donors in the face of firings, layoffs, work reductions as the individual donors is also financial pressure on your institutional funders. Is it wise for you to spend? Can you count on your donors when this is over, whether individual or institutional, can you fund raise in the midst of the crisis? My guest is Paul Schervish, retired director of the Center on Wealth and Philanthropy at Boston College, were sponsored by wegner-C.P.As. Guiding you beyond the numbers wegner-C.P.As dot com. My Cougar Mountain software Denali Fund is there Complete accounting solution made for nonprofits. Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits is their mission. Turn hyphen to DOT CEO. It’s a great pleasure to welcome back to the show. Paul Schervish. He’s professor emeritus at Boston College and retired director of their Center on Wealth and Philanthropy. He’s the author of seven books on Giving and wealth. He’s been studying philanthropy for over 35 years. He’s at Paul Schervish. Great pleasure to welcome you back, Paul. How are you,

[00:02:32.87] spk_6:
tony? It’s a pleasure to be back. I’m just doing fine. Laying low, being an elder statesman, or at least another.

[00:02:38.77] spk_2:
No, you’re You’re here to provide context. Historical context. Which eyes going to reassure all of us. So the elder statesman is appropriate on. Where are you? Ah, where you staying? In place.

[00:03:04.57] spk_6:
We’re in Chapel Hill, North Carolina, where we moved from Boston. Ah, for 1/2 year. We live in Boston the other half of the year where our two boys live. But down here, um, is where our first grandchild arrived. And so we spend half the year down here.

[00:03:12.10] spk_2:
All the reason to move only only half the year. I’m surprised your wife, your wife would like to stay longer. I’m wondering.

[00:03:15.98] spk_6:
No, not at all. Because they’re two boys live in Boston. Grandchildren there, too. So, uh, there we go.

[00:03:22.82] spk_3:
Okay. Well, I’m, uh I’m several hours east

[00:03:36.84] spk_2:
of you. I’m on the coast in Emerald Isle, North Carolina, also also in place. And the governor today just ah, closed. Um, what

[00:03:37.22] spk_3:
did you do

[00:03:40.54] spk_0:
today? Today was just Ah, we already had. Oh, that was a local. Yeah, the governor today. Locally, they

[00:03:59.24] spk_2:
had they had done some things. But the governor of North Carolina today, Governor Cooper just closed. Um, beauty salons, massage therapists, barbershops, movie theaters, Jim’s, um right Cooper, Governor. Right, Cooper. Um all right,

[00:04:09.48] spk_3:
So what, uh, what’s your star general know? What’s your what’s your sense

[00:04:10.18] spk_2:
of what non profits are facing and should look forward to?

[00:07:06.64] spk_6:
Well, I hate to quote Rumsfeld, but what we’re facing is those I’ve known unknowns that he talked about, remember? He said they were known unknowns, and there were unknown unknowns, remember? And this is a biological event of an unprecedented nature. Not in the extent that we haven’t had major plagues in history, and we can certainly trace back to the 2018. Clue 2019 flu. I’m in 1919 1918. Um, but this is unprecedented in that this is taking place in an age of dramatic globalization and interaction, coupled with the dramatic situation of biological and scientific progress and and potential insight. So right now, what we do know is that this spreads quickly. It has a death rate that we’re starting to learn may not be as great as we had once feared. But what we don’t know is its termination date and how it will exhaust itself. And so anything we’re going to talk about for charity’s contributing to their, um ah, receiving money from their sponsors or charities contributing to those that they support Our, uh, philanthropy is contributing. We don’t have a time frame for this, like we might have had for recessions and so on. And even for 2011 29 11 when we, um, actually had, uh, on increase of giving within a year. So, uh, sound like Zach and, uh, the great recession of 2007 2008 29. Um, we had about a five year decline and terrible giving. It went up in some of those years, but the trajectory of charitable giving was down for about five years. If you looked at it as going up from a year 2000 2 2007 and if that had continued to grow, um, we would have had 350 billion more dollars given to charity from 2008 to 2013. So we lost a year. Charitable giving if, um, the, um, trajectory from 27 had continued unabated. So that was a longer hiatus and terrible giving. We lost about it. Ah, whole year’s worth. Over those five years,

[00:07:13.64] spk_2:
the trajectory of charitable giving is always positive that the long term trajectory

[00:07:18.80] spk_6:
that’s correct,

[00:07:20.44] spk_2:
okay, that that in itself is grounding and and reassuring. We always it always does come back.

[00:07:37.31] spk_6:
And I also think it’s important to note that something that Patrick Rooney and I Patrick from the Center on Philanthropy in Indiana and I have talked about is that even giving us A is a low ball estimate. We think there’s a lot more giving then what we can measure Ah, in a meaningful and in a sober manner. And this giving, of course, does not include all the informal giving that accelerates at this time that people don’t realize she could be recorded his formal giving or that people are giving and shouldn’t be recorded as formal giving. And it isn’t so. There’s a lot of intra family help at times like this that actually does make up for quote unquote the decline and formal giving. Oh,

[00:08:24.54] spk_2:
interesting. Yeah. So you’re you’re yes. You’re bringing now family family support. It’s just private support. Me. Could be family. Could be friends.

[00:08:33.22] spk_6:
That’s right.

[00:08:33.89] spk_2:
That’s not recorded as a CZ. You and I talk about non profit fundraising.

[00:08:39.43] spk_6:
That’s right.

[00:08:40.30] spk_2:
Yeah. Yeah. All right,

[00:08:42.54] spk_3:
All right. So then, you know, the non profit community

[00:09:00.24] spk_2:
has greater expenses. Like I was saying in the intro, whether it’s technology or disinfecting offices or, you know, uh, you are, of course, greater need to, uh to the to those who were serving and

[00:09:13.35] spk_3:
that just that doesn’t apply only to, uh, institutions, organizations that serve individuals. But, you know, culture is important. Yeah, Theater’s air closed now, but cultural institutions need to keep themselves going, whether It’s a museum or a theater group. Okay, These these air both closed now, um, but they’re gonna come back. And so the theater group theatre company needs to have ah ah. Pipeline of directors and shows planned. Um, the museum needs to think about, you know, curating for the future on being opened again. Will they will open again. So I’m not only

[00:09:44.31] spk_2:
thinking of individuals and, you know, bring in arts groups and environment of course. Mean so

[00:09:53.94] spk_3:
the work has to continue. And, um, in some cases,

[00:10:05.77] spk_2:
there’s a special, special, greater need, but the upset cause is greater expenses, too. Like I said, possibly reliance on technology irrespective of what kind of mission. So

[00:10:11.24] spk_3:
in the face of these greater needs, whatever form they take, um, are we safe to be spending

[00:10:14.24] spk_2:
beyond what we anticipated? Beyond what we what we budgeted?

[00:14:11.09] spk_6:
Well, the answer that I told my students over all the years that is the first answer of wisdom is that it depends. It depends on what kind of organization we’re talking about. Depends on whether a hospital depends on whether we’re receiving as a nonprofit organization or as a public organization. State funds to keep going. Let’s think of it as what we’re hearing from the federal government. What we’re hearing from state governments. There’s two arenas. One is the, um the people, the employees. And there’s a certain amount of expenditure that charities are going to need to support their employees. They way they want to support people in the community. It’s hard to treat your employees more harshly. Then you want a treat. You’re, um uh, the people in the community, Uh, these are your family members, so to speak. And so Charity’s first of all have an obligation, too. And we’ll find, I think, happy response among thunders for keeping employees uh, engaged and hired. Now we’re gonna have to work out the way there is the government non profit partnership here because of people are quote laid off that has some of their salary played paid for by unemployment benefits. And so maybe there’s unemployment benefits that the state the government will provide, and then the non profit makes up for that difference. To keep people from quitting or joining another, uh, employment opportunity. You see how this can get complex In a second area is the institution itself the survival of the institution. And just as the government is providing money for businesses to continue to exist so that there’s places for employees after the troubles are over, um, the nonprofit sector has to keep going in a way that there’s a place for the employees to be working and their jobs to be contributing to the community when the crisis is over, if there is a need for layoffs and we can talk about what donors may think about, but let’s just take one place to start. Let’s start with organizations that have no endowment versus for those with the small endowment versus for those with a grand endowment and what they can do. I think most universities they’re not laying people off, especially those with it was a great endowment. Um, they have the tuition for the year, even if their tuition driven. They have there the most of their revenue already in the coffers. They’re going to continue to grant credits, and they’re going to be able to keep their income stream alive at least until the beginning of the next semester. So that’s just one example. Often organization that may not need a dramatic infusion of charitable dollars at this point, and that takes us to the donor. The donor is goingto have to be picking and choosing maybe one that has contributed ah, large amount over years to uneducated l Institution might for the next six months shift that giving away from an organization that doesn’t need the money it much immediately to an organization that is proceed to be much more in need immediately

[00:14:15.78] spk_3:
now. So, historically, have we seen a shift like that? Have we measured that?

[00:14:56.45] spk_6:
Yes, wenn er the great recession took place 2008 2009 We found, as I said, a decrease in charitable giving overall. But giving too social service is was sustained much better. And after after 9 11 1 of the reasons why charitable giving didn’t go down. It was before we had this kind of crisis Fatigue, charity, fatigue.

[00:14:59.44] spk_7:
Um uh,

[00:15:27.84] spk_6:
9 11 produced a lot of charitable giving, and if it did it for the people that were, uh, immediate loss for their, um, family life and way of making a living, and it did it for communities and for businesses that were caught in that trap. And so the money shifted in 20 in the great recession. And it also shifted for crisis relief in on 9 11

[00:15:47.24] spk_2:
Okay, Yeah. 9 11 is a bit of a different case, because the funders, whether institutional or individual, we’re not enormously impacted the way we are are all now impacted.

[00:16:02.64] spk_6:
One time shock. Yes, rather than an indefinite period of time that effects that the wealth of the donors, um, directly run in. And you’re very correct about that.

[00:16:07.33] spk_2:
Yeah. Um, so that I don’t want to discount 9 11 lessons. I’m not. No,

[00:16:12.26] spk_6:
no, no, you’re not. You’re not, But it’s a very good point

[00:16:23.24] spk_2:
context. The great recession seems Maur. Ah, more of an apt analogy. Um, for that reason, if

[00:17:18.68] spk_6:
you ever want to know what’s going to happen, the philanthropy look at the income and wealth. Gross or declines that fire outstrips any tax effects that are written about all the time in the nonprofit sector. Worries about all the time. Um, we had a natural experiment after the great recession. Um, there was no change in the tax laws that took place for those five or six years. No, except the tiny bit in the marginal tax rate for capital gains. But that was not that important. Okay, so without any tax change, we saw a dramatic decrease and terrible giving due to the decrease in wealth and an income. And the income effect and the wealth effect far outstrip any of these tax effects that the charity’s air always be moaning. Whenever they hear that there might be a decrease in taxes. They feel that the discount rate for donors is going down, and they’re going to give less. Well, in the past, that may have been the case. But today, wealth is growing normally so greatly that far outstrips any effect that the tax rates have.

[00:17:45.94] spk_2:
All right, now, people don’t feel so wealthy right now.

[00:17:49.09] spk_6:
That’s right. And that’s why that’s very important.

[00:17:51.42] spk_2:
They don’t write and they don’t know for how long. They’re not gonna feel so wealthy.

[00:17:58.24] spk_6:
Are these so wealthy? Yeah,

[00:17:58.95] spk_2:
I was. Yeah,

[00:18:03.40] spk_6:
I was returning. Dollars have been lost in the stock market, right over 1/3

[00:18:04.35] spk_2:
of value in the

[00:18:05.30] spk_6:
market has been lost.

[00:18:37.04] spk_2:
Yeah, you’re right. I’m I’m thinking of the perception you’re grounding in the reality, but e I mean, they’re both The reality creates the perception, your question of how long after the reality subs theat reality improves, Does the perception linger? But right now we’re in the midst of the reality, the reality of the perception of equal. Now we’ve lost a lot of wealth. Couple trillion dollars. Um, people are concerned about their jobs. Whether the jobs will continue or or just be reduced. Working hours be reduced. So incomes reduced so over people are not feeling wealthy.

[00:19:29.04] spk_6:
Well, I’m gonna command Is that that for that insight about the sensibility of it did not in addition to the objective reality, because our own research has shown that over a period of time, very wealthy, um have an objective view of their financial security, but also a subject of one. And the lower the subjective you, no matter what their objective circumstances, the less they give to charity. And it is also true for people who are not wealthy, for whom income studies have been done. And when people feel that their incomes were going to rise over the next few years, um, they will give more to charity than those who feel that they’re not going to be rising. So it is even without the objective circumstance. Your note about the sensitivity is very important. And that does linger just as you suggested.

[00:19:51.74] spk_2:
I’m talked to a lot of experts. I’m trainable. I’ve heard this a few times, so I Hi, I’m trainable. Um

[00:19:54.36] spk_3:
all right. So what does that mean

[00:19:59.74] spk_2:
for fundraising? Look, I don’t mean this week or this month, even still March,

[00:20:08.64] spk_3:
but what does it mean for fundraising? Thio help counter

[00:20:13.31] spk_2:
some of these increased expenses in Let’s say, you know, April, May June, do we

[00:20:17.05] spk_3:
have to just wait and see? Ah, how people feel or or can we go out and test our our constituents for for fundraising messages?

[00:24:48.84] spk_6:
I think that what we have to do is have a fundraising message that’s functional. Are we disappearing? And are my workers disappearing? Or are we going to be able to survive? Now there’s two sides of this when we talk about a arts organization, a museum or theater, they have funding from fundraise from by fundraising, but they also have revenue from attendance. And so those that are losing revenue by attendance from lack of attendance are going to be suffering more than those that are just able to keep their revenue alive. Um, for instance, hospitals will be able to keep their revenue alive over this period of time. While arts groups may not be able to, universities may be able to keep the revenue stream alive Attn least until the fall, until we find out more of what’s happening. While some social service organizations may not be able to a large community foundations with endowments, um, we’ll be able to do better than those without endowments. Um uh, organizations that have AH connection to people with donor advised funds will do better because donor advised funds are are terrible savings accounts that people will be able to contribute from even if they can’t add to them at this point. So there’s all these dimensions. But what I would advise charities to do is to be very honest about two things. Their employees and there beneficiaries are their beneficiaries being taken care of without them at this point, and they can cut back on those service is or are those service is remaining the same? Are they increasing their employees? Are their employees going to be able to because of the revenue stream, mainly continue to be employed. Supermarkets, food banks, perhaps, and so on because they’re being supported by the community, Um, or by government, um, places where school systems air, providing our continue to provide the breakfast and lunch programs. They’re different from communities that are dropping those programs and need private funding for them. You follow all of this and I hope our listeners are So what I would do if I were a donor, as I would look to a charity and how honest it is to be about its two major instrumental needs. Its beneficiaries And those programs on the one hand and the second instrumental need its employees, and I would see what needs to be done about that. And you know what’s happening out there? Is that some donors air actually contacting charities and saying, What do you need? I know one family that contributes to an inner city school in Detroit, and we were talking with them, and what they did is they found out that that inner city grade school is using the chromebooks that that family has contributed two grades five through eight, and they asked, Do you need more chromebooks for your youngsters? that the parents can use with the kids. The answer came back. Not yet, but we may. But that was something that the donor asked about a specific thing that was specifically needed for continuing education for the lowers, the lowest grades in school, the way they’re continuing education for the middle school. And uh huh. So those things are happening.

[00:24:57.01] spk_2:
Yeah. So that’s right. That’s the individual that the donor reaching out to the charity. Maybe. Can we say, you know, I don’t know. Six. Well,

[00:25:02.35] spk_3:
there’s value in keeping in touch

[00:25:03.96] spk_2:
with your your major donors. You’re

[00:25:21.78] spk_3:
even if this is not the time to be asking them to give, but explaining what the needs are. You know, like that that example. You know, we don’t need Chromebooks now, but maybe in the future, you know, we’re stable now, but six weeks from now, we the needs, maybe X y z

[00:25:26.64] spk_6:
So, yes, that’s really

[00:25:28.31] spk_3:
being not asking, but communicating the needs, sort of like you would do with a friend or a family member, you know? No, I’m okay right now, but six weeks from now, I might need some help,

[00:26:06.14] spk_6:
you know, be in touch. Done kind of messages. Yeah, we call you. Yes, and I think that’s a great week. See, sometimes donors feel, um, neglected by not being asked. Isn’t that a strange thing? You know, you know, that’s one of the major things I call the new physics of philanthropy that instead of donors having to be approached and squeezed, donors are looking for a good opportunity to give. And especially if you’re already giving to an organization. You know, they value you and approach you just mentioned is a very good one to pursue.

[00:26:20.04] spk_2:
Same same as the board members who we find unsatisfied because they’re not sufficiently asked to contribute their their time and time and talent to the accusation that not asked to do enough. It’s the It’s a paradox that I’m asked. I’m not asked to do enough, so I’m losing interest in being a board member on the charity side. They’re afraid to ask the board members to doom or because they feel they’re over taxing them. Same. But

[00:26:50.19] spk_6:
I ran into a paradox one of the Kennedys at an event, and, uh, we’re

[00:26:52.04] spk_2:
dropping names now. Look, a dropping names, Kennedy family.

[00:27:25.44] spk_6:
Oh, no, no. There are in the Boston area, and it was one of the one of the younger kids and and we were he said, What do you do? And I’m going on He said, You know, one of things that happened the other day, I was really anxious to give to such and such, and they never asked me, and I was really kind of upset about that. You know, it’s just what we’re saying, and it’s a strange thing you may think, but you want to be valued for what you can do. And if you could do something, you want to be asked about it,

[00:27:28.74] spk_2:
right? And if now is not the time to be asking, now is a good time to be

[00:27:33.76] spk_3:
communicating about what’s happening at the organization, you know, telling your stories

[00:27:57.84] spk_2:
about employee dislocation. Um, parent employees who are now have kids at home that used to be in school, um, and telling the needs of the stories of your beneficiaries the stories of your building that you can’t access, but you’re still to pay rent on, um, you know,

[00:28:13.64] spk_3:
telling these stories the needs are just gonna be be evident and you’re not asking now, but you’re sort of laying the groundwork for asking when it’s, you know, six weeks of past or so 4 to 6 weeks of past. You’re starting to lay the groundwork. Not conniving Lee, but just being honest with laying, laying out the stories of what’s happening now, so that when the need is there, um, it’s not a surprise to your funders.

[00:30:07.20] spk_6:
Well, take you picking up on exactly what you’re saying. If I were to make one recommendation to charities and I have received from charities and from newsletters and from financial advisors, I’m on all these lists because I like to read and I’m reluctant to miss anything. And and most of them are telling us about the covert virus and what’s gonna happen and wash your hands and and we don’t know exactly what’s gonna happen. But you know, it’s time for the charities to start sending letters to their donors about themselves and their beneficiaries, where we may not be in need right now, but here’s what’s happening to us. I would be interested to learn from some charities what’s happening to us. Um, if Boston College were to send out a, um ah, a letter saying financially, we do an annual report, and, uh, but this is what’s happening at Boston College these days could be partly financial. It could be party, uh, in Roman issues. It could be partly added expenses, and it may not be a request for donations at this time. But to hear about what’s happening to the groups and the beneficiaries for whom you care is, I think, a new kind of communication that can be part of this Corona virus communications network and content

[00:30:26.09] spk_2:
and then in the in the medium to long term. Um, and we don’t know what that term is. Um, the history shows us that giving will recover.

[00:31:15.48] spk_6:
That is correct. Let’s think of churches right now. Um, it is kind of a paradigm they’re not holding. Service is, um, now a lot of churches get their revenue by the collection basket each Sunday. Others get the major portion of theirs Bye pledges in November, December, and so on. Those that get their revenue by pledges and have regular communication and maybe are doing service is on the Web, or so one are gonna be more in connection with their donors and those that are supporting it. But church is an interesting thing. See churches, an organization that the donor uses, the donor and the recipient to a church

[00:31:17.83] spk_9:
is the same person, the same

[00:31:43.58] spk_6:
family. Yeah, and so there’s a close identification there. But there’s also the fact that if you’re not using the service is at the present time, does that distance you more then from the organizations whom you contribute to but you don’t use? The service is from so we’re gonna have to see right or will people say their church can continue? I don’t mind it if we have to cut back a little bit as long as our pastor is paid or our pastors air paid.

[00:31:55.27] spk_7:
Um mmm. But

[00:33:37.24] spk_6:
maybe other things are a priority, But we’ll see. And this is the uncertainty that’s plaguing the stock market. It’s played in charity. It’s plaguing donors. It’s plaguing charities. It’s plaguing foundations. Everywhere you look, it’s playing in the medical world, this uncertainty and it would just be maybe a miracle. Maybe a great lesson, maybe just the way things play out. Or maybe all of those that if this were to have a shorter six week duration in the United States or across the world. Um, it’s section of the world having a six week duration of this in which it peaks and then true tales. Or there’s some biological discovery or scientific breakthrough. Um, this could change this whole crisis. And I think behind everybody’s anxiousness is also this maybe even on reasonable hope. That is also at play. And so there is some of this. We’re in crisis now, but maybe there won’t be a crisis in two months or six weeks. I will begin to see this curtail. Um, the stock market does not seem to be saying this is short life or this is turning the corner.

[00:33:51.34] spk_2:
Yeah, they didn’t seem to be. There’s not commentary suggesting that, but that’s that is reasonable. I know you’re you’re capturing it. You’re calling an unreasonable, unreasonable hope. It’s all the All the medical commentary is that we haven’t seen the worst. It’s gonna get much worse before it gets any better.

[00:34:47.99] spk_6:
Yeah, and, ah, But if there is a biological breakthrough with some of the medications that they talk about low key at the present time, even today again, they say there’s close to more than 1/2 a dozen that they’re starting to experiment with and mixtures and so on. There just might be something there, but we’re not. We’re not a piece. By finding out the young people are perhaps more vulnerable than we thought. Our at least. Ah, the carriers more more being carriers and them congregating and not stopping to congregate could be a factor. That’s just gonna leave this to continue longer. We don’t know people after 14 days are still contagious the way they were previously. All these things you’re gonna make all the difference in the world. But I’m not a medal.

[00:35:48.74] spk_2:
Right? So bring it, bring it back to nonprofits, you know? Yeah, there’s enormous uncertainty. Um, but we don’t want you to lose your head heads. And it’s not what individual one collective head. We don’t want you to lose your heads. We don’t want you to lose your humanity. Um, share the share. What’s happening with your funders, including institutional. Um, and, um, and, you know, be grounded in the confidence that your major donors will be there for you when they can, and that giving overall will recover in the in the mid to long term And I understand. You know, we don’t know what that what those terms are, but it will. So, you know, I think you go about your work in Ah, you know, in a in a thoughtful, uh, in a thoughtful way. Even even with, uh, you know, even with uncertainty

[00:36:36.53] spk_6:
now, there’s, uh, four areas that, while hindered and lessened by the drops in the stock market, remain good potential. Um, sources of giving. Let’s start with donor advised funds. Most people in their donor advised funds have, ah, their investments invested in various kinds of stock funds, mutual funds. But that doesn’t mean that they’ve been emptied out and you can give from them a second source that charities ought to be asking and reminding people about is the required minimum distributions

[00:36:48.47] spk_2:
All right, the IRA?

[00:37:31.36] spk_6:
Yeah, that’s right. And that money has to be taken out this year. No matter what’s happening in the stock market, you’ve got to take out what they designated from last January 1st right is the amount. And if you are above a certain amount of wealth, that $100,000 that you can contribute that limit from your r. M. D is not much to you and can really be activated for large numbers of people that are pretty wealthy or higher, affluent. And the charities can educate about that. They can also put on their websites a buttons that are now being developed to contribute from RMDS and to contribute from donor advised funds

[00:37:41.81] spk_2:
before we go 23 and four. Where can you name any place where you’re seeing these

[00:37:52.43] spk_6:
buttons? I can’t. All I know is that I’ve seen in the past, um, discussions about them and advertisements for them. I don’t think it would be hard for any charity to say. Um how do I,

[00:38:03.58] spk_7:
um uh,

[00:38:05.52] spk_6:
website button for a donor advice fund for gifts from donor advice when they’re gonna be advertising to make sure you know about it so they won’t be hard to find.

[00:38:15.72] spk_2:
Okay. Okay. What’s what’s number three?

[00:38:41.72] spk_6:
Number number three would be foundations that despite a decrease in their assets right now, I still have large pools of money. They can, since they can average over a period of years, their quote 5% requirement of donation they can, without worrying about keeping us up forever, contribute 7% this year and give less next year. If the crisis doesn’t continue, Our that becomes a possibility because of the ability to average out over three years. That 5% column me on that. Okay.

[00:39:24.22] spk_2:
Again? Yes. So keep in touch with your institutional funders again. This may not be that this is not the week or maybe even the month or the couple of several weeks to be asking, but keep in touch. You know, institutions are made of people. Institutional funders are made up of people, project officers, program officers. Um, let them hear from you. Okay, what’s your number? Four?

[00:40:12.21] spk_6:
Number four is something that is really connected in a way to all the others. Um, and that’s your endowment spending from your endowment. What else is it for? I mean, it can be, ah, security blanket, but it’s time for people. Two makes some may be emotional sacrifice not just a financial one, but an emotional one that says that I don’t have to keep accumulating in my endowment. I can spend some of it for a crisis, and that’s what it’s for. In part, it’s not just to provide long term security, but don’t forget without spending from your endowment. Your long term security maybe undercut by this short term crisis.

[00:40:41.41] spk_2:
That’s a very good point. Yeah, because I’m of course, that requires board action and thoughtful planning, but yeah, that’s a very good point. You’re You may undercut your long term by being, ah, to, um, too cautious in the immediate term.

[00:40:45.01] spk_6:
That’s right. We may

[00:40:55.01] spk_2:
not be the may not be a middle long term for you if you’re not cautious in the short term. And if you have the endowment wherewithal Ah, that maybe that’s that’s worth looking at through.

[00:41:06.31] spk_6:
And And, of course, you know that’s not a bad message to your donors that you’re willing to put quote your money on the line as well. Yeah,

[00:41:10.31] spk_2:
we’re not just asking for you, right, But we’re we’re dipping into our own long term savings

[00:41:13.12] spk_6:
yet instead of grown on, have made us a good institution. And we’re going to come out of this a great institution, you know,

[00:41:58.05] spk_2:
and, ah, A footnote for organizations that don’t have an endowment when we’re through this, uh, endowment growth or endowment creation is something for you to go to make a priority again. When we’re through this planned giving can be very good at that. However, you’re gonna do it if you don’t have that endowment. That forthe problem that you just mentioned. Paul, Um, it’s it’s something to make a priority for the next the next crisis.

[00:41:59.27] spk_6:
And you will say that’s why we’re raising, you know, And then people will understand it at this point,

[00:42:05.84] spk_2:
especially after this, right? All right, again, a footnote. I footnoted. I think that’s where it belongs. Uh, footnote not an end note. I prefer footnotes. Then I want to flip to the back of the book all the time. I don’t know. I have more footnotes over in there.

[00:44:10.99] spk_6:
One more footnote would be something you hinted at earlier. So we’ll move in from the back of the book to the page. And that is, um, treating your donors in the way that you want to treat your beneficiaries. Um, I always say this to universities. When I give talks, you have the students in front of you yet Boston College and Holy Cross at Harvard wherever and Emerson College. I just think a few of University of Detroit where I will and you want to treat this student, not only to information you want to treat them to personal formation. And when they graduate, you sometimes forget that you still want to be part of their personal happiness in formation, and all you want is their money. And so this is a time to remember what you ought to be doing all the time. And you were suggesting being in contact with your donors, you’re being in contact with your donors and maybe asking him how you do it. You’re part of us. I’m not just asking you this because you’ve given us money and we hope that you will continue to honor us with your gifts in the future. We’re sincerely interested in you, and we know that those that donate tow us are as anxious and worried about their families as we are about our own. And we are about the people we serve. How about a letter like that that is sincere to the very bottom of your heart? Because these are your constituents to your donors are part of your constituents.

[00:44:46.49] spk_2:
I love it, Paul. I’m thinking about a video on that exact subject around planned giving, which is what I do. Plan to giving consulting and, uh, using this as a time to do send exactly those kinds of messages with people you’re close enough to It could be a phone call. It could be a short hand written note. Um, you know, it doesn’t have to be. Ah, Doesn’t have to be an elaborate letter. Then that’d be a long letter. It never takes length. Month never trumps sincerity. And, uh, and genuine genuineness.

[00:44:52.59] spk_6:
Your donorsnames. Right? I get letters. That’s a deer. A p

[00:44:54.69] spk_2:
Okay. Yeah, Well, that’s that’s your database. Yeah, Yeah, yeah, that’s all. Another subject.

[00:44:59.85] spk_6:
But no, don’t screw that up when you’re writing a good letter.

[00:45:06.69] spk_2:
Yeah, that’s true. You’re right. Um, yes. Keeping in touch and heartfelt ways we’re thinking about you. We hope you’re well and safe. We we wish the same for your family. We just want you to know you’re important to

[00:45:16.75] spk_6:
us. Yeah, really are about

[00:45:19.62] spk_2:
sincerely. You know, that’s it. And that comes from Ah, gift officer doesn’t have to be a CEO board member letter and president.

[00:45:27.47] spk_6:
Consign it. I mean, maybe maybe the dean signs. Um no clothes in a picture of the dean right there. So you know, you make it personal and you don’t act it. I mean, in this day and age is easy. Send an email I’m and write it well, and you know,

[00:45:44.19] spk_3:
well, it can also it also come

[00:46:08.38] spk_2:
from a gift officer. That’s right. If you know if there’s a relationship that’s right. Relationship there. That’s right. Gift officers. Good. All right, Paul, we’re gonna wrap it up. Um, so any any parting thought? I mean, we had lots of good advice, sir. I’m not We’re not looking, toe, uh, take off all the advice that you provided. But what

[00:46:08.51] spk_3:
do you want? Do you

[00:46:09.09] spk_0:
want to

[00:46:09.28] spk_2:
leave people with Final

[00:46:57.49] spk_6:
Five? Don’t do too much mission drift. Um, uh, if you were doing arts funding, um, you might want to stick with that at this time. You know, um, both as a donor and as a foundation. Um uh, mission drift can take place at this time because there’s always, well, politically correct or exigencies that seem to be so important. You can’t who ate them, And I will just say, um uh, take care of your workers and avoid mission drift. So take care of your donors. Take care of your beneficiaries. Take care of yourselves. You know,

[00:47:03.62] spk_2:
and your employees as well.

[00:47:04.93] spk_6:
Yeah, that’s what I meant. Yeah, that’s real

[00:47:14.58] spk_2:
Pool service. Sh Professor emeritus at Boston College. Retired director there. Center on wealth and Philanthropy. You’ll find him at Paul Schervish s C h E R v I s H Paul. Thank you very much for sharing elder statesman. Thank you very much.

[00:47:23.70] spk_6:
My pleasure. Good job.

Special Episode: Coronavirus & Nonprofits

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Lisa Brauner: Coronavirus & Nonprofits
My guest for this special, short episode is attorney Lisa Brauner. We cover the laws that govern your organization and the policies you may need to enact. Staying level-headed, how do you handle travel, your workplaces, parent employees, freaked out employees, and keep all your stakeholders safe? Lisa is a partner at Perlman+Perlman law firm in New York City.

 

 

 

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[00:01:55.44] spk_2:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. This is a special short episode of non profit radio Corona virus and nonprofits. My guest is attorney Lisa Bronner. We cover the laws that govern your organization and the policies you may need to enact staying level headed. How do you handle travel your workplaces? Parent employees freaked out employees and keep all your stakeholders safe. Lisa is a partner at Permanent Perlman Law Firm in New York City, were sponsored by wegner-C.P.As. Guiding you beyond the numbers wegner-C.P.As dot com My Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen to dot CEO. It’s a pleasure to welcome back to the Cheryl Lisa Brauner. She’s an attorney and partner at permanent Perlman Law Firm in New York City. From dedicated to working with nonprofits, her practice focuses on employment law, advising and representing employers in workplace law related matters. She has extensive experience preparing employee handbooks and policies. The firm is at Perlman and perlman dot com and at tax exempt lawyer Lisa, welcome back to the show.

[00:01:57.24] spk_5:
Thanks, tony. I’m delighted to be here.

[00:02:25.31] spk_2:
Thank you. Um, and we’re talking about a special topic, which it’s like the elephant in the room that needs no introduction. We all know Corona virus is running all over the globe. Um, just for context. Yesterday, the World Health Organization declared it a pandemic. So we want to talk about what nonprofits need to keep in mind. Let me just start with what? What advice are you giving clients is, you know, broadly

[00:04:37.70] spk_5:
so broadly? Uh, well, first of all, the situation as we’re hearing is changing on a daily basis. So even advice I gave a few days ago, maybe changing, as as the situation develops in terms of what in terms of what non profits should be doing in their workplace, I think one of the really key things is that because things were changing so rapidly that nonprofits are speaking on a daily basis with their employees about whatever information the nonprofits may have, and also providing resource is to them. So one of the first things that I and telling non profits is, have both a written communication plan with your employees. And if the employees are all in one location, if it’s a smaller non profit where they can ah, you know, have a a phone conversation or in some way speak with them about what the plan is for the workplace. So definitely they should be thinking about having a written communication to their employees that they should be having written communications to their managers. That may be a separate communication on how managers are supposed to, uh, effectively communicate what needs to happen and keep everybody Come on. DDE not panicking about the situation. I think employees want to know in this time of uncertainty what they can expect in terms of what their work is gonna look like going forward, whether they can be working remotely, whether they should be working remotely. So having a written communication plan is a good first step for nonprofits communicating to their employees. What information do we have? Um, how is this gonna affect the workplace? Ah, kind of is a broad general matter. Uh, non plucked profits are providing to their employees information about what the employer is doing, too sanitized the workplace. What are the proper hygiene things that employees should be doing? Like you know, the things that we’re getting from the CDC and information that we’re getting from state and local public health agencies about how to stay safe covering your off Employers are posting posters in the workplace, reminding and reminding employees about about hygiene about, uh, you know,

[00:05:02.76] spk_2:
for further good

[00:06:30.29] spk_5:
cough etiquette if they feel sick to stay home of those kinds of things. So preparing written communications to their employees, letting their employees no regularly. What’s happening if there’s a plan for remote work, what that’s gonna look like? Employers need to be implementing infectious infectious plans like, How are we gonna address this in our office? How are we gonna ensure that we know who’s coming to the office in terms of, you know, visitors? How are we ensuring that what the policies were putting in place to ensure that if somebody is sick they are staying home? They’re not coming into the workplace. So putting essentially putting policies and plans in place and communicating them two employees putting policies and nice about communicable diseases and how employees, if they’re you know what they should be doing in terms of they are experiencing symptoms of this novel Corona virus or, if they’ve been exposed, dealing with having policies in place for employees who may have returned from Travel Thio countries where there’s been a widespread outbreak or a community spread and things like that. So most importantly, the communications to the employees about what the plans are for controlling and containing infection on how work is going to be handled. What

[00:06:31.02] spk_2:
about communications to other stakeholders? Like I’m thinking of the board but actually even put a head of the board before the board, the people that were serving If it’s, ah, service oriented, program oriented non profit, what about keeping in touch with those folks?

[00:07:00.38] spk_5:
That’s important, too, and you know, it’s It’s a thing about communication because there’s so much uncertainty. It’s really regular communication as well as two. Here’s what we know here, the precautions that we’re taking

[00:07:02.28] spk_2:
it’s reassuring. It’s reassuring to hear from the organizations that are important to you in your life.

[00:07:09.29] spk_5:
Exactly. You know that we’re following this, that we’re on top of this, that you have any questions um, here’s what we know. So for here, the sources that we’re looking at, the CDC

[00:07:22.54] spk_0:
and the and and

[00:07:32.54] spk_5:
OSHA and, uh, the World Health Organization, the CDC is usually CDC, and also state and local public health agencies are often are often good. Resource is CDC

[00:07:44.16] spk_2:
website is really is broken down very well. It’s got different different types of industries. It’s got for for people, for offices. No, it’s it’s very well organized.

[00:07:59.51] spk_5:
Yeah, they have. They have guidance for different for different categories for schools, for universities, for interim guidance, for business s O. They’re all different categories that they try Thio address. And also there are state and local agencies,

[00:08:06.27] spk_2:
your state health, state health agencies

[00:08:26.44] spk_5:
and they provide information to so in terms of, you know, communicating with stakeholders. It’s something that can be communicated that, you know, we’re on top of this. Here’s what we know here the things that we’re putting in place to make sure that our that our stakeholders are are kept in the loop about what’s happening

[00:08:30.45] spk_0:
and then the you know,

[00:08:32.26] spk_5:
the changes that that we’re making. And I think even at the local level like New York City, for instance, and other municipalities, they may have ways for people locally to stay in touch with them. Like, for instance, in New York City. If you text a certain number, you can get you get updates on whatever it is the city’s putting out there about about the you know about the latest spread, about certain safety measures that should be taken, certain hygiene measures and things like that. So I think it’s important that nonprofits are communicating with their stakeholders, including airport members, and using up please

[00:09:08.44] spk_2:
and using the resource is that you’ve got you ticked off. A whole bunch of different resource is C. D. C from the world, the country and, you know, state and local. Um, do we have to be concerned about specific laws that that we need to stay on the right side of?

[00:10:27.93] spk_5:
Yeah. And employers need to be aware of whether federal laws that deal with disability ah, the Americans with Disabilities Act that applies to employers of 15 or more employees and states and municipalities also have their own anti discrimination laws relating to disability. So those air some things to be careful of in terms of what kind of enquiries can we make about employees? There’s also, you know, what, the At the outset of this, there were concerns about, um that there might be some stigmas or or prejudice towards towards Asian employees because of the of the origin of the virus coming from China. On that, managers really needed to be alert thio and aware of and responsive to, um, any type of any types of discriminatory comments or disparaging comments about Asians or about others that could be that could be directed to somebody because of their race or national Arjuna door or their ethnicity. You

[00:10:33.11] spk_2:
gotta you gotta nip that quickly, right? Like supposed There’s someone who’s, um, who’s Chinese and they come into work wearing a mask all of a sudden,

[00:10:52.64] spk_5:
right? Exactly. So also understanding cultural differences and managers communicating that as well, so that to prevent, you know, to prevent an employee from feeling stigmatized or ostracized because of their race or national origin or ethnicity. So that so those are some of the other issues that have been coming up actually in the workplace to be alert Thio and for those are some of the laws.

[00:11:23.75] spk_2:
What about, um I’m thinking of a parent employees. Their child’s school is closed and they need all kinds of work flexibility that they didn’t need yesterday because their kids are home now. How flexible Doesn’t employer need to be around the work scheduling?

[00:12:55.94] spk_5:
Well, I mean, I think that be public health agencies or generally our public health agencies air generally recommending that employers try to be flexible in in the policies that they have, that they apply it in a uniform way but that, you know, they should be communicating if they have. If it’s a different issue, I guess, than a paid sick leave policy, but that they should be, ah, with respect to paid sick leave if somebody sick that employers should be communicating to their employees. We have these policies paid sick leave or other policies that may be relevant, I think, to answer your question directly about that about this issue, uh, I’m seeing more and more employers who are implementing remote work policies, even if on a temporary basis, so that, first of all to help contain, spread and prevent it for safety reasons. Ah, but you do have the logistical. You do have logistical issues with, ah, with schools closing. And I think it’s really just gonna be on a case by case basis in terms of how employers how employers are going to deal with that and also different. Different municipalities also may have particular laws that deal with caregivers believe there’s our municipalities in California, for instance, where caregiving there is a legal obligation to reasonably accommodate a caregiver. So there may actually be in certain jurisdictions lost that address caregiving directly on require accommodation and why, While that may not be the case in most jurisdictions, it may be in some. And so employers need to be non profits have to be aware of where their employees were working and what laws may governed those types of situations and have and have some flexibility where they can with respect to allowing remote working. Uh, at this time way, all

[00:14:03.26] spk_2:
gotta be reasonable, right? It transcends whatthe law requires. I mean, this is Ah, this is extraordinary. So, you know, to the extent it’s possible t be flexible. I mean, shouldn’t shouldn’t you try to be, you know, without without breaking the bank or anything. But if someone’s work lens that lends itself to being done remotely, you know, Let’s try to figure out a way to facilitate that.

[00:15:01.51] spk_5:
I think I think employers are. I’m seeing more and more of it and and reviewing more and more remote work policies, particularly at this at this time, with everything that’s going on for safety and health reasons. Aside from the caregiving, the safety and health reasons. And Andy and the health agencies are encouraging that everywhere we hear that the health agencies air saying, if your employees can work remotely, let them work remotely. If you can stagger the time that your employees start to reduce, you know, to reduce their traveling at rush hour. Do that. Uh uh. So s so different, so different kinds of things. So they’re encouraging different types of different types of things. Cross train your employees so that if somebody is out sick or somebody can’t get to work, you have You’ve got someone else to cover. I’ve

[00:15:25.51] spk_2:
also heard um, uh, organization that was having people bring their work laptops home and try them out before, before we before the organization needs to say people start working from home or before the city. This was in New York or before the city maybe shuts down public transportation or something drastic like that. So figured out now how to get your tech to work from home so that it doesn’t become a crisis when you can’t get you can’t get help from the office.

[00:17:57.84] spk_5:
Absolutely. I mean, one of the things that I’m really I’m advising clients on about a lot is plan. Now, do your pre planning from your written communications to your employees to What are we going to do if somebody who you know who does have Cove in 19 comes into the workplace? Make your plans. Now, make your plans now also, what you said about the computers, even if there, even if you don’t yet have a remote situation plan now and figure out not just that, you’re gonna be sending people home with computers. But what are you going to do to ensure that your data is secure? I mean, the that your data is secure as you. All of your work now is transferred to laptops. Do you have data security and data data protection measures in place to prevent that? If you’re gonna have far more people now working remotely as opposed to in the office. Have you locked down those computers? Have you ensured that they’re not gonna be that they can’t be hacked if you have, you know, confidential your confidential information. Obviously, uh, there’s a greater chance of that of that information getting exposed or disclosed, even inadvertently. If you have lots of people out with computers as opposed to have in your office. So it’s there has to be some pre planning on how we’re gonna set this up rather than just sending people off with the computers. What data security measures do we have in place? What time keeping measures do we have in place? Right, there also questions you asked about what laws? Certain employees, non employees that are that are not exempt from the overtime pay laws. They have to track the hours that they worked. So if you have people working remotely, do you have a system in place where you’re gonna be able to track those those employees work hours? It’s important that you’ve you’ve developed that system that you’ve thought about. How does this remote work and I’m gonna work? Do we? Are we set up for videoconferencing? How Are we gonna have these? How are we gonna have the conferences that we ordinarily has, as in person meetings? Um, there are also employers are talking about not just remote work. But what are we gonna do about travel? Should we be limiting travel and all of the public health agencies air recommending that employers are limiting non essential travel for work on?

[00:18:14.52] spk_2:
All right, so So, uh, yes for work. Are you allowed to go so far as to say in your office that it would be so much better if you didn’t travel for personal reasons, like, you know, it’s better to stay home? Me. So can you encourage people to not travel at all, including for their own personal travel? Can you say that in office?

[00:19:37.52] spk_5:
So there are there certain laws insurance, certain jurisdictions like New York, for instance, where you can’t discriminate against individuals, employees for lawful recreational activity treatment less favorably. But I don’t see that there’s a reason why, in view of this certain of the, you know, the current pandemic that employers couldn’t say to employees in view of everything that we’re hearing and the restrictions on travel from Europe and who knows where else things will be locked down? Um, we discourage. We discourage travel at this time. It’s obviously up to you in terms of what travel. You take personal travel, and but it’s kind of it’s kind of a hard thing to That’s kind of a hard thing to control, because we we have We have this virus spreading throughout the United States on. We don’t know the scope of it right now, so we don’t really know all of the places that are infected or even the extent or scope. Ah, that different places are, are, are are infected so we don’t have enough tests now to even wrote test to test everyone who should be tested. So so that’s a difficult thing to do. But people will hopefully use their common sense about travel in view of whatever news that we’re hearing on a daily basis. You know, people are now going to fewer events because of just changes, things that are happening. We all know if events that we were gonna attend that have now been canceled, so things were kind of changing rapidly on a daily basis, and so there may be, you know, individual employees may decide that they’re not going to

[00:20:57.41] spk_2:
may decide on their own. And and that the change of circumstance, um, is another reason for for being open and communicating. And you know what you opened with and and doing it frequently because the situation does change and and even, you know, even if there’s not a change from day to day, it’s just reassure. Like I said, it’s just reassuring that all the all the, uh, constituents, whatever you call them, all the all the year agencies and offices in your network that are important to you are staying in touch with you again. I know I said it earlier, but it’s just it’s just reassuring. I mean, let’s not lose our humanity in all this. It’s good to be communicating about. You know, when there’s something bad happens, you know, it’s it’s good to be talking about it and not ignoring it, because that’s, you know, you become trivial and irrelevant. I just Let’s not use our lose our humanity around all this.

[00:21:09.91] spk_5:
I agree with you. I think it’s I think it’s so important that we are regularly in contact with employees and stakeholders to to reassure and to let them know that we’re thinking about them and that we will keep them apprised of any developments we learn about that we think could could impact them or service

[00:21:22.26] spk_7:
is to them or,

[00:21:24.04] spk_5:
uh, for employees the way in which they’re working, anything that we feel could impact them or be important so that with respect, what’s happening? What if it

[00:21:58.44] spk_2:
comes down to, you know, this is gonna be evolving it. We know it’s going to get much worse in the US than it is right now. We’re recording on Thursday, March 12th. It’s gonna get much worse before it gets any better. What about someone just, I don’t know, sort of freaks out in the office and says, I’m not coming to work anymore. I can’t do this anymore, You know, Leaving my home scares the shit out of me. I can’t I can’t get out. What? What? What do you What do you say to somebody like that who was just freaking out? Whether it’s with their home or their in the office, and they say they’re not coming in again or if somebody just gets really worked up in panic,

[00:23:19.48] spk_5:
I think it’s I mean, I think it’s going to depend on a case by case basis. And I say that because the reasonableness of whatever their fear is may depend on actually what is actually happening around them. So, for instance, that they’re in a place that’s a containment area like New Rochelle. Ah, and they have certain fears about leaving their house or something like that. Those fears may be greater than if they’re in a place where there isn’t such widespread. Ah ah, widespread community spread. One say so, Um, I mean, e. I think you just have to deal with the situation on it on a case by case basis, and you, like I said before, if there’s a way for not every position is gonna be amenable to remote or but if there is a way where an employer can work with someone whose position is amenable to remote work and the person is anxious about about working outside their home, then they I would recommend that they try to find a solution where the person can work remotely, if that’s a possibility, and I think also just the issue again of reassurance just continuing to keep employees aware of what information, what information

[00:23:37.21] spk_0:
be, uh, the

[00:23:52.34] spk_5:
employer has about any what they’re getting from the CDC and state and local authorities about the safety of coming to work. You know, the pope authorities haven’t said that it’s unsafe to come to work. It’s entered, In other words, that were following the guidance. Employers are following the guidance that’s being given to us by the public health authorities in our locality, in our locality, specifically because what I tell somebody in New York City or someone in Los Angeles may be different than I tell someone or in Washington state than what I what? What an employer tells someone who was in a place that has not been hit yet by the by the virus.

[00:24:59.54] spk_2:
You mentioned some That’s interesting. What about, um, people whose work does not lend itself? Thio Remote work. I’m supposed there’s they’re on site nurse’s aides or nurses or social workers. They go to people’s homes, and that’s how they that’s. That’s what I get paid for. Their work does not lend itself to being remote, um, or even. But let’s you know, maybe that’s not such a good example, cause those air their health care workers so they would have the peopie the personal protective equipment. So that’s not a good example. All right, so I stuck with a mediocre host. I’m sorry. Um, think of an example that you

[00:25:01.24] spk_5:
could have somebody work. Yeah. Really? Yeah.

[00:25:15.54] spk_2:
Their work just doesn’t lend itself. It has to be done in an office. Do they have to be paid? If if the let’s say that the locality does say, you know offices were closed in this town, do they need to still be paid? How does that work?

[00:26:10.38] spk_5:
So how it works if someone is non exempt from overtime pay laws meaning they’re entitled to overtime pay when they work more than 40 hours in a work week, they’re only entitled to be paid when they for the hours they actually work. So in answer to your question, if they’re not working, they’re not getting paid for exempt employees. If they work any portion of a work week, then they have to be paid for that week. But if they’re not working, you know, so that’s another. That’s another situation. But I think what’s gonna happen is or what is happening is, uh, employers. Employees will either use paid leave if they have it. You’re some employers say we’re gonna pay you anyway because of the situation of what’s happening. So it’s just gonna depend on the employer, But legally, you know, with a nonexempt employees, if they’re not, they’re not working.

[00:26:14.12] spk_0:
Then they’re not than they. There’s not

[00:26:16.72] spk_5:
a requirement for them to be paid. They get paid for the hours that they were

[00:27:40.74] spk_2:
okay, and it comes back to let’s not lose our humanity. Let’s you know, I potentially I see a lot of fundraising around this. Um, not not immediately, but sort of after the after effects of it. Um, for nonprofits, you know, I’m I’m thinking of one organization. Ah, well, in 10. And I know they’re not gonna mind being mentioned. They just canceled a conference, which is gonna cost them a lot of money in cancellation fees with the venues with hotels and all kind of, you know, I foreseen I don’t want I’m hesitant to say, fundraising opportunities, fundraising needs for for nonprofits to fill the void. And part of it may very well be because they compensated employees that maybe they didn’t need to legally compensate. Or maybe they could put them on 50% pay for the weeks that they that they ran out of PTO or didn’t never had enough to start with. You know, they did something. They made grants off some type Thio, thio, nonexempt employees, um, to help them, and and they may end up having to fundraise toe to make that up. But they kept their humanity. I mean, they did what was right for employers. I mean, for employees, for their staff. Um, I think I think we’re gonna see some of that when this. When? When the worst of this is over.

[00:28:27.25] spk_5:
It’s a good point for for organizations that that have made decisions too close or that or have to close, uh, and want to, you know, I want to still do right by their employees. I think I think that’s a good point. And I think we are seeing I’m seeing as well you know, organisations dealing with the situation of we you know, we need to cancel into that. We need to host an event because ah, because we can’t do it now or people aren’t gonna come. The people who we want to come have been told that can’t go toe large gatherings or we can have, Um we’re just We can’t do it at this time. So So you know, So I’m seeing I’m seeing a lot of that as well that that is a real issue for nonprofits.

[00:29:30.34] spk_2:
And I think people are gonna recognize that the need to when we get to that stage of fundraising toe meet these extraordinary expenses wherever they might be, whether their conference cancellation fees or grants toe employees that didn’t have PTO. Um, I think people are gonna hear that need. Um I don’t think I’m naive. I I just haven’t optimism that people in the U. S. Will will come through for the organizations that are that are important to them that did the right thing and and did cancel meetings, conferences or or compromise themselves in some other ways to meet the health crisis. I think donors will recognize that need and will step up to it. When when we get to that stage, which we’re not, we’re not near, but I think it’s coming. Um, Lisa, we still got a couple minutes left. What else? Anything. You want to leave people with that we haven’t even talked about.

[00:30:37.84] spk_5:
Well, I mean, I think one of the things that around this also is that they should really should be thinking about what are their plans that they’re putting in place? What are the policies that they’re putting in place? How are they going to communicate with their employees about what’s happening and and kind of keep the employees abreast of the changes that are happening? What are they gonna do with their contracts going forward into Prince of making sure that they’re protected if they did have to cancel the event, making sure that the force majeure and their contracts which which allows cancellation, is going to protect them in the event something like this, uh, we’re toe happen again to be thinking about their contracts to be thinking about remote work agreements that they need with employees and really having plans in place to be prepared. I mean, we think of also all of these universities and schools that are closing and do they have plans for remote education? There has to be, I would just say to employers, Do you make preplanned, make plans on right up your plans and communicate some two employees on what you’re gonna do in this emergency and think about emergencies going forward. And what aspects of your organ what aspects of your organization and the running of your organization. Could this impact your contracts? You’re you’re the staff that you need the supplies that you need to get. Ah, and all of those things. And, uh,

[00:31:07.77] spk_2:
and, you know, for this emergency, it’s not too late. I mean, we still have time to put these plans in place. Okay?

[00:31:14.33] spk_5:
Exactly. Maybe maybe

[00:31:20.79] spk_2:
a little remedial A rushed, Um, it may not be the best. It may not serve you 10 years from now, but you know, you’ll have that time to figure it out after this crisis. But it’s again. It’s Thursday, March 12th. There still is time to be rational and plan and put these things in place that you’re talking about. There’s still time.

[00:32:22.94] spk_5:
Absolutely. And I think so. I would say I would say, Tom, yes, they come and get on it and start planning. Make sure that you’re doing these plans and that you are and also the employers air staying alert to what the public health agencies air saying on dhe to communicate that to employees. So, absolutely. As you know, somebody had said, uh, keep calm and wash your hands and and and and make your plans. It’s not too late for employers to be planning. And I think that’s what they need to be focused on making these written communication plans to their employees, reassuring their employees. I’m keeping them employees Ah aware of whatever the latest developments are with the public health agencies at the federal, state and local levels.

[00:32:30.84] spk_2:
It’s not too late, but the time is here.

[00:32:33.84] spk_5:
The time is now. If they haven’t done,

[00:32:49.94] spk_2:
isn’t this thing isn’t going away? So it’s not too late, But the time is now get going exactly at least a brother. We’re gonna leave it there. Thanks so much. At least there’s an attorney and partner at Perlman and Perlman Law Firm. You’ll find the firm at Perlman and perlman dot com. It’s p e. R l permanent perlman dot com and at tax exempt lawyer Lisa. Thanks so much for doing this on the fly. And ah, well done. Thanks so much.

[00:33:04.04] spk_5:
You’re welcome. Tony. Take care and be with

[00:33:47.74] spk_2:
you. Our creative producer is clear Meyerhoff sama. Liebowitz is the line producer. The show’s social media is by Susan Chavez. Mark Silverman is our Web guy, and this guy’s this music you may not be hearing, but you might be. I’m not sure whether we’re gonna get music in the post production, but anyway, our routine music that you almost always here is by Scott Stein of Brooklyn. Many thanks to Sam and Susan and Mark for helping me get this special episode out to you in short order My thanks again to Lisa Brauner and prominent Perlman for doing this on the fly You with me next to me next time for non profit radio big non profit ideas for the other 95% go out and be great.