Tag Archives: corporate sponsorships

Nonprofit Radio for November 27, 2023: Donor Surveys & People-Powered Movements

Crystal Mahon & Christian RobillardDonor Surveys

You’ll make the most of the donors you have by discovering their potential through surveying. Crystal Mahon and Christian Robillard talk principles, best practices and goal setting. Crystal is with STARS Air Ambulance and Christian is at Beyond The Bake Sale.

 

 

 

 

Celina Stewart & Gloria Pan: People-Powered Movements

This team helps you build more effective and inclusive movements, by encouraging you to think about communications, power and privilege. They’re Celina Stewart from League of Women Voters U.S. and Gloria Pan with Moms Rising.

 

 

 

 

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And welcome to Tony Martignetti nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host and the pod father of your favorite abdominal podcast. Oh, I am glad you’re with us. I’d suffer the effects of emphasis if you inflamed me with the idea that you missed this week’s show. Here’s our associate producer, Kate. What’s going on this week? Hey, Tony, we’ve got two convos from 2020 donor surveys. You’ll make the most of the donors you have by discovering their potential through surveying Crystal. Mahan and Christian Robillard talk principles, best practices and goal setting. Crystal is with stars air ambulance and Christian is at beyond the bake sale. Then people powered movements. This team helps you build more effective and inclusive movements by encouraging you to think about communications, power and privilege. There’s Selena Stewart from League of women voters, us and Gloria Pan with moms Rising. These both aired on August 7th 2020 on Tony’s Take two Happy Thanksgiving. Unbelievable were sponsored by donor box, outdated donation forms blocking your supporters, generosity. This giving season donor box, the fast flexible and friendly fundraising platform for nonprofits. Donor box.org here is donor surveys. Welcome to Tony Martignetti nonprofit radio coverage of 20 NTC 2020 nonprofit technology conference in 10 made the excruciating decision to cancel the nonprofit technology conference. But we are continuing virtually, you’ll get just as much value. Uh We don’t have to all be close to pick the brains of uh the expert speakers from uh from N 10. My guests now are Crystal Mahan and Christian Robillard Crystal is manager of annual giving at Stars Air Ambulance and Christian is founder and chief podcaster at Beyond the Bake Sale. Crystal Christian. Welcome. Welcome to nonprofit radio. Thanks, Tony. Thanks, Tony, great to be here. Uh It’s a pleasure to have both of you. Um You are both in uh in Canada uh Crystal. You are in uh Alberta and Christian. Remind me where you are. I’m in uh beautiful sunny Ottawa, Ontario, Ottawa, Ottawa, the capital, the nation’s capital. Not to be, not to be disputed with Toronto who uh likes to think they’re the capital. I know well, and many Americans think it’s either Montreal or Toronto. Yes. But uh Ottawa capital. All right. I’m glad to know that you’re both well and safe. Um And, and glad to have you both with us. Thanks. Um We’re talking about donor surveys. Your, your NTC topic is uh donor surveys, your untapped data, gold mine. Uh Crystal. Why are surveys? A data gold mine? Well, we had the fortune of launching a survey. We’ve never done one prior to 2016. And when we did it, we were amazed at what we found. So we learned a lot about our donors in terms of their communication preferences. We made money like easily made net on that. And on top of that, we actually ended up learning a lot about time giving prospects and turns out that there were a lot of donors that we had no idea, had named us in their will or were interested in naming us in their will. So there was a lot of revenue like hidden revenue that we were finally getting access to. So that’s sort of where that line is moving here. What’s what it’s referring to? Interesting. I’m, I’m looking forward to drilling into that more because I do plan to giving fundraising as a consultant. Uh And I’m sometimes asked by clients about doing surveys. Um So I’m interested in what you’re doing as well. Um And, and you’re getting uh gifts, you said you’ve made money back from them. So people do send you gifts of cash along with their surveys. Yes, like this year we did uh early because last year 2019, our Stars Ally survey made $300,000 and then that all all the new people that we found for plan giving, like we’re looking at billions of dollars coming into the door in the future for stars. So it’s yeah, to not do a survey just seems like a huge opportunity at this point. Yeah, my good. Did you say billions with a B no millions with an millions? OK. The audio is not perfect. So it almost sounded billions. So I wanted to be sure because I’m sure listeners have the same question. OK. Millions, millions are still very, very good. Um Christian, anything you want to add to about why these are uh such a gold mine for nonprofits? I mean, besides the fact that you’re using data, obviously to reinforce certain decisions and to highlight certain wealth elements, I would say in terms of your sponsorship potential, I know that a lot of organizations are looking more so into the corporate sponsorship, corporate engagement side of things. And I think with your, your donor surveys, you can really reveal a lot around where people are working their levels in terms of uh positions within a certain company or organization. And that can lead you down some interesting paths from a corporate sponsorship perspective. OK. OK. Um Your um your description of the, the, the workshop said that uh you make the most of the donors you already have and it sounds like you, you both obviously are, are are going there, is there anything you wanna add about sussing out the, the, the the value that’s in your uh that, that you don’t know you have among your current donors? Well, from our perspective, like it’s given us an opportunity to get to know our donors better in terms of what, what are they actually interested in learning about in our organization or why are they choosing to give? And it allows us to tailor our messages and just be a lot more personal with them and act like we really know them as opposed to them just being a number in our database. So it really give us an opportunity to really cultivate that relationship and just continue bringing them on board and continuing that relationship with them. Yeah. OK. Um Is, is most of your uh content in the, in the workshop around the best practices for, for surveys? Is that what we’re gonna be exploring? Mostly Christian, feel free to jump in. I would say that we were working a lot at best or best practices then also case studies. So people would have some tangible examples of how to actually launch one but to consider and what they would actually need to do once they go back to their nonprofit actually. Ok. All right. Well, let’s, um, let’s start with like, where, where do you get started? W who, who, who are the best people to send surveys to or, or what types of information are, are you finding or most uh re responded to or what types of questions are most responded to? How can you help us sort of frame uh uh an outline of what we, where to get started? Well, Christian and I talked a lot about building the proper scope of your survey. So, figuring out like, why exactly are you doing the survey? What are you trying to find out? And once you kind of, I guess tailor down exactly what you’re trying to learn or what you’re trying to achieve that can sort of help you figure out who you need to actually reach out to and what demographic or audience you need to build that sort for. Ok. So like starting with your goals, what’s the, what’s the, what’s the purpose of the darn thing? Yes. OK. OK. Um Christian, you wanna, you wanna jump in around, you know, starting to get this process started? Yeah, absolutely. And I, I think uh as crystal and I were kind of building this piece out whether you’re talking about uh more of a philanthropic focus for your survey or whether you’re talking about more of a corporate kind of sponsorship, focus of it. You ultimately want to ask yourself a number of different questions before you can get going things around. What you ultimately want to know about your donor base or about this particular audience population that you’re ultimately looking for. More information on. Why are you doing this in the first place? Is, is this more responsive, isn’t it more of a proactive type survey to uh explore new avenues? What do you ultimately need to know? I think that’s an important element to focus on is not asking everything but asking the right. Things who do you need to ask? So who is the actual population that you’re targeting at the end of the day? Uh What would you do with the information? So don’t just collect information for, for information sake, not that, that’s not important, but what’s the actual actionable pieces for that? And how are you going to protect that information? I think with the today’s sensitivities around, around data privacy, it’s really important for, for charities and nonprofits to steward that data as they would, any type of gift that they ultimately get. Yeah, in terms of the data stewardship that, that might constrain what you ask as well because now you have um uh conceivably a higher level of security that you need to maintain. Absolutely Tony and even just in terms of sensitivities of, of phrasing certain questions, I think it’s important for you to think about how you phrase certain things and how intimate you’re ultimately getting. And if you do get that intimate, like you said, how do you protect that data? But also what’s the purpose for collecting that particular piece of data aside from, well, it might be a nice to have someday instead of this actually contributes towards our, our bottom line. Now you’re doing uh surveys around corporate sponsorship. Uh Right. That’s, that’s the example you mentioned. So you’re, you’re getting to know where people work so that you might use that information for potential sponsorships. Yeah, I mean, when you look at sponsorship. Ultimately, it’s, it’s very much a business transaction. If you look at how Forbes just uh defines sponsorship, it’s very much the cash and in kind fee paid to a property, a property being, whether it’s a charitable run or some type of adventure or conference in this case, um in return for access to the exploitable commercial potential associated with that property. So you think of any other type of exploitable commercial potential, which is the most buzzwordy definition you possibly could. If you think of any type of advertising medium, whether it’s TV, radio print, you wanna know ultimately who’s in your audience. And one of the best and most effective ways to do that is to conduct some type of survey to really tease out who are some of your very specific or niche audiences in Canada, we say niche. So it’s a bit of a cringe for uh for us up here in the north. But uh having a survey to really tease out who are, who’s in your audience and some of the more behavioral psychographic uh demographic features of that audience are particularly important to, to have to really make a compelling case to, to corporations looking to use sponsorship with your organization. OK. Um What format are you using? Christian Crystal? I’m gonna ask you the same thing shortly. What, how are these offered to people? Yeah. So we, so in the experience that I’ve had, we usually use a survey monkey survey of some kind that allows for a lot of cross tab analysis to be able to say that people who are in between the ages of 18 and 29 have this particular set of income. They have these particular purchase patterns, they care about your cause to nth degree they um are engaged with your cause or with your property and whether it’s through social media or through certain print advertisements or whatever that might be. And we usually collect around 30 plus data points on all of those uh on all of those elements ranging from, again, the behavioral to the demographic, to psychographic to some very pointed specific questions around the relationship between your cause and the affinity um for a certain corporation based on that uh based on not caring for that cause. Yeah. Uh So you said collecting around 30 data points? Does that, does that mean a survey would have that many questions? Absolutely. Oh OK. Now I’ve heard from guests in the past may have even been NTC guests, not this year, but the, you know, the optimal number of questions for a survey is like five or six or so and people bail out uh beyond that point. Yeah. And, and usually before I had actually sent out a survey of that magnitude, I would agree with you, Tony and I would agree with most, I think the, the important differentiators one is that you frame it as it’s very much for improving the relationships and the ability for the, the cause properties, whether that’s your, run your gala, whatever that might be to raise money. And usually the audience that you’re sending that to is very receptive to that. I think you want to frame it also, as you’re only collecting the most important of information. And uh you’re also looking at uh again, like you’re incentivizing it in some way, shape or form. So usually when you tailor it with some type of incentive, be it a $50 gift card opportunity to win something like that, usually people are a lot more are a lot more receptive. And in the time that we’ve done surveys, whether it’s in my, my past days consulting in the space or now doing a lot of work with charities and nonprofits, we’ve sent it to tens of thousands of respondents and you get a pretty, a pretty strong response rate and a really nominal if negligible amount of an unsubscribed rate. So people are not unsubscribing from getting those questions. And in fact, they’re answering a lot of them and an important element as well as making them optional. So not forcing people to have to fill out certain pieces but giving them the freedom to answer whichever questions they feel compelled to. But when you’re doing it for the cause people are pretty, are pretty compelled to respond to those types of questions. Crystal, how about you? What what format are your, your uh surveys offered in? We do both offline and online. So our donor base tends to be a little bit older. So for us, the physical mailing is absolutely mandatory because, because a lot of our donors respond that way. Um But we do also produce an online version for, I guess other parts of our donor base that are in a di different demographic or just based on that person’s preference, just giving them that opportunity. Um But what we did find is that in terms of our offline responses, we had a lower response rate in terms of responses to the survey. But exponentially more donations coming through offline as opposed to online. And then for online responses of the online survey, we had a lot more responses to the online survey but far fewer donations. So we found that there was an inverse relationship there. And I thought that was very interesting. It’s time for a break. Are you looking to maximize your fundraising efforts and impact this giving season? Donor Box. Online donation platform is designed to help you reach your fundraising goals from customizable donation forms to far-reaching easy share, crowd funding and peer to peer options. Plus seamless in person giving with donor box like kiosk. Donor box makes giving simple and fast for your donors and move the needle on your mission. Visit Donor box.org and let donor box help you help others. Now, back to donor surveys. Do you uh subscribe to the same uh opinion about the, the length that there can be up to 30 questions in a, in a survey. As Christian was saying, we personally haven’t practiced that. We usually keep ours between five and 10 questions and sometimes we even tailor it. If we know that somebody is interested in a particular program, we might take out a certain question put in something else related specifically to them. So there is some variability in the surveys, but generally we keep them quite short. But I do agree with Christian for sure in terms of really framing the purpose of the survey. And each of the questions around this is the whole purpose of this is to build our relationship with them and to better serve them and to get to know them better. And I think that really makes a huge difference and then we also do the incentivizing approach as well. So I think that also inspires people to uh I was just gonna ask about incentivizing, OK. Something similar like a, a drawing for a gift card, something like that. Yeah, we get a Stars Prize pack because we wanted to do something that would be specific. They couldn’t get something that they could elsewhere. So, yeah, we, we have started merchandise. So that’s one of our OK. Um I’m gonna thank Christian for not having a good uh a good video uh appearance because this video I’ve done 10 of these today and they’re all gonna be, all the videos are gonna be preserved except this one because Christian um has a very extreme background. It’s really just like a silhouette, a head with headphones is really about all I can see. But um I’m grateful because my background just fell. I have a little Tony, I have a Tony Martignetti if you watch all of these videos, which are gonna be available. Uh There’s a Tony Martignetti nonprofit Radio, um sort of easel, you know, um CEO core, you know, sign and uh it was behind me. Uh It was, and it just fell while uh Crystal was talking. So thank you. Uh Christian. I was just so surprised that you could ask 30 questions on a survey and get some type of uh degree of response. So it, it, it shook my house that I’m 30 data points. What madness is this? I’m so aghast at it. Yes. And then also the fact that the two of you disagree. Um All right. So, but I’m shouting, calling myself out as uh having a, a flimsy background but it lasted through, it lasted through like seven hours of this. I love it. I also say that we don’t necessarily disagree, but I think different surveys serve their different purposes. So I agree with Crystal that in, in that particular case, you only need to send one that has 5 to 10 questions. Whereas in this case, you’re probably sending it to, in, in a sponsorship case, you’re probably sending it to a larger population of people and you only need a certain amount of people to fill it out. So, um, Crystal, I had asked you and you probably answered, but I got distracted by my collapsing background. Uh What, what kinds of incentives do you offer? Uh, we offer Stars price pack. So it’s Stars merchandise. So we wanted to offer something a little bit different other than like a gift card that they could get through any other. Yeah, so that’s all right. Um a different angle for us. Yeah. Personalized to Stars. Ok. Got you. Ok. Um Now was yours specifically uh uh a planned giving survey or did you just have a couple of planned giving questions? And that’s where you discovered this data, gold mine of future gifts and all the wills that you found out that you’re in. It was not, it was not specific to plan giving. So it was more just a general survey. And then we did have a question about plan giving and then we were stunned by the response that we saw in subsequent years. We kept asking that and right now we’re sort of in the middle of doing a whole plan giving strategy and trying to really build that out now that we know that there is this whole core of people that are interested in this and that our donors are open to it. So it’s really opened up a lot of opportunities for us as an organization of all. Yeah. Interesting. Ok. All right. So, you, you learned from the first time this is, you’re in a lot more states than you had any idea. Yeah. Um, le let’s, let’s talk about some more, uh, good practices for surveys. Uh, Crystal. Is there something you can, one or two things you wanna recommend and then we’ll come to go back to Christian. Yeah. One of my major things is that if you’re gonna ask a question, you have to know what you’re gonna do with that data after the fact, like a pet people sign is where people just ask a question to ask a question for whatever reason, but then they don’t action anything out of it. Like to me, it’s very important that if our donors are going to spend the time to actually read through your survey and take the time to respond or mail it in or submit it online that we actually to do something with that information. So whether that’s tailoring future messaging or changing their communication preferences or whatever it is that they’re asking us to do or telling us, I think that’s so important is that you have to have a follow up plan in terms of once these responses come back in, what are we gonna do with them? Who is gonna take action? How are we gonna resource this? How are we going to use this information, I think of um date of birth as, as a good example of that, like if you’re gonna, if you’re gonna develop a plan to um congratulate someone for their birth on their birthday each year, then that can be a valuable data point. Um But if you just, you know, if you’re just asking because you, you know, you don’t have a purpose, you’re just interested in what their age is for some vague reason, then, then there’s no, there’s no value in asking. And if, if it’s just a follow up, if it’s just to know their, you know, when you want to send a card, maybe you don’t need the year, maybe you just need the day in the month. Um But if there’s value to your database for knowing their age and then you would ask the year. Exactly. So it helps you filter down there. What do we need to know? And why are we asking these question? What is the purpose, Kristen? You have a uh uh best practice you want to share. Yeah, I would say consider the not just the population size that you’re not just the population that you’re serving, but also the, the representative makeup. So if you know that your database is predominantly on more of the, the senior side of things, but you’re getting a disproportionate amount of, of more uh individuals who are on the younger side of things in terms of respondents that’s something important that you have to take into account. So the make up of the actual population is um is more important than I would argue than the amount of responses. You can get a crazy amount of responses. But if it doesn’t represent the population that you’re serving and that who make up your donors, it’s, it’s not gonna be valuable data to you. I remember one time we had uh an instance for an organization wanted to uh want to do a survey for sponsorship purposes and in other cases, it’s been for more donor specific like, oh, we’ll just put a note on Facebook or Twitter or something like that. It’s not necessarily your population, it’s not necessarily the group that you’re looking that you’re actively engaged with. Um in a fundraising perspective, you get information to the otherwise and then obviously reflect on that and use that. But um be really clear about the, the breakdown that you need to have in order to make the, the information actually representative of the rest of your database. Um What, what kinds of response rates like? What’s, what’s a decent response rate to a, to a, to a survey? I uh I think it depends what type of server you’re sending. I will, I’ll let Crystal speak to this more, but I’d say if it’s philanthropic, it can vary on the sponsorship side of things you’re looking for. Um a response rate that coincides with a 95% confidence interval with a 5% margin of error. That’s good market data to calculate that. There’s a bunch of big cal complicated formulas that we probably have all repressed from our time. In uh in statistics in uh in university, there’s a, a company called Surveymonkey that actually has a calculator for it. So if you go to the Surveymonkey website, you can actually um just plug in a what the sample size or what the actual size of the, the database you’re sending it to and you can plug in what confidence integral that you want and then what margin of error that you’d like and it’ll pump out a number of a minimum that you need to have. I would say that’s a good starting point. But again, as I talked about before, make sure you have the representative breakup breakdown of uh of who’s actually within your audience reflected in the survey results. And don’t have it disproportionately skewed towards a particular demographic that might be just more inclined to uh to respond to surveys. OK? OK. Um Crystal, anything you wanna add about uh the, the, the confidence it’s, it’s different. But, but yeah, but yeah, that I I withdraw that, that doesn’t make sense for you because you’re doing individual philanthropic surveys. So each response you get is valuable. You find out that someone is interested in plan giving already, has you in their will. That one response has, has great value yes, the purpose of our survey is a little bit different. So we don’t worry so much about that, but I completely agree that the Christian in terms of actually needing to calculate that and being mindful of who you are actually reaching out to with this survey to make sure that the representative of the, that you’re trying to question your survey. What what, what kind of response rate do you shoot for though Crystal? Cause still, you know, these, these things take time and you’re doing some of them are offline. So there’s postage and printing, et cetera. What kind of response rate do you consider good for, for an effort like that in terms of a financial response rate? So what I would clarify that for us, our response to the survey doesn’t necessarily mean a gift and a gift to the survey doesn’t necessarily mean that they responded to the survey. So in terms of number of gifts, we usually aim for between six and 10%. Um But in terms of actual response to the survey, we’ve seen as low as 2% but then as high as 7% depending on the year of the channel. Um So either way, like we have, we’re quite lucky, we have quite a large database. So any of these hands could be 50,000 people or more. So even 2% it is a pretty decent sample and gives us a lot of work to do and a lot of information to build off of? Ok. Ok. Um, for your online surveys, Crystal, are you using surveymonkey also? Did you say I’ve used a couple? We used Surveymonkey last year. Um, it is very user friendly. What I would caution people on is to always read the fine print about whatever price package they’re signed up for because like we discussed for our surveys a lot, a big focus is the financial return on it. So we needed to pick a price plan that involve being able to redirect right from the survey monkey page to our donation form. So you have to be really mindful of things like that. So in some of the basic packages, they don’t allow you to redirect to the donation form and that if you can’t do that, that will really negatively impact your financial return of the number of donations you’re going to see in? Ok. Is there another online tool that you like? Also I used a platform called Response, I believe they’re based out of Sweden or somewhere in Europe. And they were very good to be honest. So and there are some limitations as well with them in terms of what the different packages offer. But right now we’re using Surveymonkey and that’s what we’re sending out our like, for example, like even surveys, we’re sending out the survey Monkey or any of our ST based ones. So that’s what we’re using actively. OK. How about you Christian. Is there another one besides Survey Monkey that, uh, you could recommend? I, I think it just depends on what you’re, you’re looking for Tony. So, if you’re looking for a lot of, let’s say more Q answers, I’d say even a Google form would, would be more than, would be more than acceptable. It really just depends on what functionality you want to get out of. I use Surveymonkey pretty religiously just because it’s like Crystal said, it’s very user friendly. It has the functionality that I need and it’s real and it’s relatively um reasonable in terms of, in terms of price point for what you get. Um It’s also going to depend and it’s up to you to do due diligence on what types of functionality you need. Do you need to integrate with your database versus other software? Do you need certain functionality? Do you actually know how to use a lot of those things? Is there going to be support? And again, like what, what are they going to do with your data? Like do they have access to your data, whether it’s metadata or otherwise? Are there other rules or jurisdictions you have to consider with that, that data privacy? So I use Survey Monkey. But lots of considerations to make. Ok. Ok. Thank you. And um so Christian, why don’t you uh why don’t you lead us out with some uh take us out with uh some I guess motivation, closing thoughts what would you like to end with? Absolutely. I would say from a sponsor perspective, whether you’re a large organization or small organization, the, the riches are in the niches. So to do good sponsorship, it requires good data and it requires those 30 plus data points. But whether you’re a big group or a small group, you can compete at the, the same scale, especially um with the amount of money that’s being spent on cost sponsorship over $2 billion worldwide, which is no small amount of money that’s that you can get access to whether you’re $100,000 a year org or a million dollars plus requires good data. So make sure you’re collecting good data. Make sure you’re clear on uh what you want to use your information for and uh yeah, just be, be diligent in uh in making sure that the, that the data is actually protected. Ok. Um I was, I was, I was gonna let Christian end but since the two of you have such divergent purposes, which is fabulous for, uh it’s great for a discussion, uh, divergent purposes around your surveys. Crystal, why don’t you take us out uh on the, on the philanthropic, the individual donor side? Yeah, absolutely. So, like we were discussing, don’t be afraid to fundraise. Like, just because it’s a survey doesn’t mean that you can’t make money off of it. Your people are supporting you enough that they’re willing to fill out a survey and respond to you, they may be willing to donate as well. And then on top of that, like I said, you, you have to know why you’re asking these questions and what you’re gonna do with that information after. It’s really important in terms of respecting your donors time and the fact that they’re giving you this information, you need to be able to use it and sort properly and safely. And then lastly, I just say, please, please, please test your survey before you actually send it out, send it out to other departments or other people that are not in the midst of building the survey so that you can find out that you phrase things appropriately. You’re actually learning what you want to or the functionality is appropriate. I think that’s just so important because you only have one chance of sending it out. So just make sure that it works appropriately. Ok. Thank you very much. That’s Crystal Mahan Manager of Annual Giving at Stars Air Ambulance. And with her is Christian Robillard founder and chief podcaster at Beyond the Bake Sale Crystals in Alberta. And uh I’m sorry, Crystal, did I just say crystal? Yeah, I know crystal. Say crystal. Crystal. Crystal. Crystal. I know is in Alberta. We don’t make it easy on you, Tony and I, I got through 25 minutes so well. And then it’s a lackluster host. I’m sorry. It’s uh this is who you’re stuck with the Christians in the capital city of Ottawa. Thank you so much, Christian Crystal. Thank you very much. Thanks Tony. It’s time for Tony’s take two. Thank you, Kate. Happy Thanksgiving. A week late. Can you believe that your lackluster host forgot that last week’s show should have included Happy Thanksgiving. We were doing the show the week before and it never occurred to me and I would say parenthetically it did not occur to our associate producer either. That’s the end of that parenthetical. I’ve always wanted to have an intern so I could have somebody to blame. You’ve heard me say it. Give me an intern, I need somebody to blame but just leave it right there. I have to wish you happy Thanksgiving a week late. I hope you enjoyed past tense. Hope you enjoyed your Thanksgiving last week. That’s the best I can do on Tony’s take two. There’s a nice little, uh, whimsical little rhyme. That is Tony’s take two, Kate. Well, um, thank you for putting it on me. But, uh we all know that it was your mistake and it’s ok. We forgive you. Um Tony for forgetting Thanksgiving. Yeah. All right. I’m not sure that, uh, you’re quite gonna get away with that. It wasn’t on you. I, I put it in parentheses in parent. Oh, I, I need an intern so I can blame them on everything. Yeah. Well, you’re not an intern. You’re the associate producer. I put you in parenthesis. I put the I put the blame statement in parentheses. I thought that would be good. Alright, let’s go. Well, we’ve got Buku but loads more time here is people powered movements. My guests now are Selina Stewart and Gloria Pan Selena is senior director of advocacy and litigation at League of Women Voters us. And Gloria is Vice president for member engagement at Moms Rising, Selena Gloria. Welcome. Hello, I’m glad we were able to put this together virtually. It’s good to see both of you. Um And I’m glad to know that you’re each well and safe and in uh either DC or just outside DC. Selina, you’re in DC and Gloria. Where are you outside Washington, Gloria? I am actually near Dulles Airport. So, you know, some people commute from here but because um mom’s rising is a virtual organization. I don’t. And so when people ask me for lunch, I’m always like, ok, it takes a little bit more planning. I have to bend my mind about it. I have to get my body into D CDC. OK. Um Your uh your NTC topic is a revolution is coming top tactics to build people powered movements. Um Selena, would you get us started with this? What, what was the need for the session? Well, I think um I think one of the things is right now it’s all about people power. You know, there’s everything is so politicized right now and I think that there is often a conversation about how people are involved in what, what government actually represents or what the government is representing. So I think that that’s really, really important. Um We also saw like in 2018 more voter turnout mo more voters turning out to vote and things like that. So I think that that also is as part of that people conversation, like what is compelling people to participate even more or at a greater extent than their democracy. But all of these things kind of work together to figure out, not only do we have people engaged now, but what is important? What does community as more people become engaged? Um How does, how does our definition of our community and communities in general change as more people are included and participate in all of those things? So I think that we’re at a very um interesting and crucial moment in time and so people powered and, and people involve movement. It’s, it’s, I think it’s always happened but it’s just a, a coin phrase. I think that’s especially prevalent right now. OK. Um Gloria E even though participation is, is uh is very high, we’re also largely polarized. So how do we overcome the opposite ends of the spectrum to try to bri bring people together and, and, and organize? Are you talking about everyone or are you talking about voters? Uh I’m, well, I’m talking about the country. Uh I don’t know, I don’t know whether I don’t know whether people are voting. Um But I’m talking about our political polarization. I don’t know if they’re necessarily voting. Uh I, they actually talk about voting so I probably threw it off a little bit, Gloria, they act like I’m asking for clarification only because like some of the most talented and I think unifying um politicians in recent memory, for example, Barack Obama did not succeed in unifying all of us, right? So there are some segments of our um citizenry that will just not do it, we will not be able to come together with them. But I think that for um people who really do want the best for our country and who are open minded enough to um want to hear from other people who have different um you know, slightly different ways of looking at the world. It is possible to do it. And um that goes back to what Selena was saying about people powered movements. Um I think that one of the reasons why that’s become more and more of a catchphrase is that um you know, we are in an era of information overload, we are in an era of polarization and um not believing everything that we’re seeing on the internet and in the news. And so being able to actually really connect with people on the ground in person over the phone, but directly and not going through the filter of social media or news movements is, it’s increasingly important and that will be um one of the main channels for us to unify as many people as possible. So, we’re, we’re, we’re talking about uh creating these both online and offline, right? Um Or uh people powered pe people centered movements. Um How Gloria, how do we want nonprofits to think about uh or what do we need to think about in terms of doing this, organizing uh creating these, these movements. Um First of all, it’s about um inclusivity. OK. So um at least from where we sit, um mom’s rising and me speaking on behalf of mom’s rising right now, um We want to make sure that whatever we do and if its the most people and harms no one at all, if possible. Um So that’s one part of it, how we speak, how we communicate to make sure that what we’re speaking and how we communicate does not reinforce that stereotypes that creates divisions. OK. That’s one way. Um Another way, not way, but another thing to consider are also the tools that we’re using. Um Are we using, you know, people are on, on different kinds of communication tools, some people um only do Facebook, other people only do um email. Um And there are also like text messaging. There are all of these new com communication schools tools coming on and being on top of the different tools is super important because we need to meet people where they are um those are just a couple of thoughts. Ok. Um So we, so Selena, so we’re talking about diversity equity inclusion. Um Let, let’s drill down into a little of the like, what do we, what do we need to do around our communications? That is more equitable and non harming. So I think that’s an important question and that’s definitely something that has been centered um in the league’s work over the last I would say five years, but more intentionally over the last two, I’m sorry, I’m sorry, whose work the league? I’m sorry, I always refer to the league, women voters, women, voters, us. OK. The leagues were at the league. Sorry, folks. The that the full title is just too long for me to keep saying. So I just referred to it as I got you now. All right. So de I is, is very, very important. Um for us, you know, our organization has historically been older white women. We’ve al always had members of color, but I don’t know that they were always at the forefront. So for us, our work is really centered in two questions and in everything that we’re doing, who’s at the table and who should be at the table, who’s missing. So I think starting all of our conversation and the efforts that we’re doing with those two questions allows us to center our work in diversity, equity inclusion and also use our power as um people who have had access to legislators, stakeholders, etcetera. How do we use our power in a, in a way that allows access and inclusivity for more people. So I think that that is really important and something that D I diversity equity inclusion work is hard. Let me just say it’s not easy, you know, it, it gets very uncomfortable. A lot of times when you’re talking about privileged patriarchy and all of the, we have to talk about as it relates to D I. But it’s so important to get comfortable and being uncomfortable and having these conversations is the only way I think that we can start to build a bridge towards unifying. Um because at the end of the day, we may be politically, but at the end of the day, we all share many of the very same values which is historically united this country. Like right now, we’re in the midst of the Coronavirus. The Coronavirus doesn’t care whether you’re a Republican Democrat, black, white female male. It does, it doesn’t matter. Um At the end of the day, we all have to make sure that we’re doing what we can to be safe as individuals, but also our actions greatly impact the people around us. So it’s more of a, it’s more of a community mindset that’s required in order to tap this down. So I know that that’s like a little offset offshoot from what we’re talking about. But I think it all plays together in some way, shape or form? Ok. Um Gloria, how about, how about uh for mom’s rising? I mean, how do you ensure that your communications are equitable and, and non harmful? Um Well, mom’s rising um has very intentionally built an organization that tries to bring different voices to the table. We are intersectional and we are multi issue. And so from our staff, um we’re very diverse in many, many different ways And from the way that we um choose which issues to work on, we also take into consideration um which communities are being impacted. Um And um how we communicate about those and then the way that we um campaign is that our, our campaigns are always overlap. And so there are different people within the organization as well as the partner, policy partners from different issue areas. They help us um vet our issues and in the way that we communicate with them to make sure that, you know, there are um we’re not communicating in a way that, that, that um excludes communities reinforces that stereotypes. Um and raises red flags makes, make, make people feel bad in ways that we don’t understand because of where we individuals as campaigners know. So everything we do is very thoroughly vetted through many different filters. OK. So vetting. Yeah. So please, yeah, Selena, I totally agree with um what Gloria said and I think that’s really important because the league is also multi issue and and kind of has that you have to compete when you have multiple issues, you sometimes have to think a little differently about how you present yourself on each issue in order to not negatively impact the whole set of what you’re trying to accomplish. And so for us in the communication space, um expressly is thinking about whether it’s appropriate, who’s the appropriate messenger when we’re communicating. So, is it appropriate for the league to be a leader in this space or do we need to take a step back and be a supporter? Um So I think that’s one of the things that’s very important for us, communication wise is we’re figuring out what is, what space are we gonna take up in the communication space and how we’re going to communicate this issue? And then the other piece is who’s talking, who is the person that we’re putting in front to actually speak about a particular issue? And is, is that the right person? And are they speaking from the, the lens that’s most appropriate for that particular issue that’s gonna be impacted most as a result of what you’re saying you’re doing? So I think that’s very important. What Gloria lifted up. How do you manage the, the conflicting issues? If, if you know, I, I guess it, I guess there are issues where you have a large constituency on one side of one issue, but something else may seem contrary to that to that large constituency, a different issue that you’re taking a stand on is that, is, that is my understanding, right? When you say, you know, potential issue conflict. Um Yeah, well, when you have a hun 500,000 members and supporters and you’re in every congressional district, everybody’s not gonna agree on, on how to approach an issue. But I think what grounds the league is our mission, our mission is to empower voters and defend democracy, empower people to defend democracy. So I think as long as you stay rooted in what your mission values um statement is, then you can find some reconciliation across, you know, the most seemingly divergent issues. OK. Climate climate change, I think would probably be a good example. I was, I was gonna add, OK, that um just to step back a little bit, the one thing that I am super, super proud of um is that um at least for progressives, I think that we’re actually pretty consistent and about our agreement on issues, we may have um different levels of intensity in what we agree with. But I think that there are very few conflicts. We may not agree on how to get somewhere, but we all agree on where we want to go. OK. So in that way, I, I rather feel at least from um mom’s rising standpoint, we rarely get, I can’t even think of a single instance where we have conflicts because we are not agreeing with each other or with policy partners on the most important thing where we’re heading. Uh So I think that’s a difference because our, the league is, is not um left or right leaning. We’re kind of, we have members who are both conservative and liberal have some of that conflict more in that. But I think you’re absolutely right. Do we all want the same things and a, a healthier, more vibrant democracy? Absolutely. So you have to find some common ground in that space, but we definitely have members who are, who want to handle things one way versus the other. We have to find common ground. Yeah, that, that’s the challenge I was trying to get at. Yeah. OK. It helps. At least it helps me to think of an example like climate change, you know, some, there are some people who don’t even believe that it’s, it’s human impacted and there are others who think we’re decades behind and in, in our inaction to, to uh reverse the effects of human induced climate change. So, um yeah. Uh it’s uh that’s, that’s quite a challenge really, Selena. Um OK. Well, where else, where else should we go with these people? Powered movement ideas? You, you, you, you two spend a lot more time studying this than I do. Uh So what, what else should we be talking about? That? We haven’t yet. I would actually love to hear from Selena how the league is dealing with um doing your work remotely. I know you guys are already virtual. This is like no, no sweat for you guys, right? Well, you know, I mean, we, we do have, you know, our plans range from virtual all the way down to the grassroots, right? And I think um especially for organizations like your Selena, we share the um the, the, the common goal this year of, of voter engagement. I am very sorry. What’s real life like I do it like if I open the door family, my kids might come in. I’m gonna let her out. I’m very sorry. All right. So, you know, um in terms of remote working, but yeah, but how it relates to this topic of people power. Yeah. So I think that’s really, really important and we’re definitely, so it’s, it’s one thing to convert to um teleworking, right? That’s one thing. But when your work is so much advocacy um and especially the leaders on the ground who are doing voter registration, which requires you to be on the ground talking to people, you know, that has shifted our work. So, one of the examples that we have is we have our People Powered Fair Maps campaign, which is basically um trying to get redistricting reform for across the country in a positive way that we don’t have another situation like we had in North Carolina where you’re from Tony and also in Maryland. So we wanna, we wanna make sure that you know, people are represented appropriately, but a lot of the states that we’re working in, they have signature collection campaigns going on right now. So how do you do signature collection when you can’t actually be within three or 6 ft of people? So now many of our um leagues are converting to digital signatures and going through their legislator to make those adjustments so that they can still collect signatures and meet that need, et cetera. Our lab, we have a lobby corps which is 21 volunteers that goes to the hill every month. Obviously, with the hill being uh also teleworking, it created what we thought might be a barrier. But now our lobbies are doing virtual coffee meetings on Zoom just like this and having those conversations with uh legislators, legislative staff and all of those things. So I think that the Coronavirus has forced us to do our work in a different way, but it’s also been great to innovate and be creative and do the work that people love just in a different way. So we, it’s not perfect. I don’t even wanna make you think that this is perfect because it’s definitely not. But I think that uh there’s a lot of positive energy about doing our work and finding ways to do our work in different ways which OK, thinking creatively, you know, II I for our, for our listeners and I don’t, I don’t want to focus just on moms rising and league of women voters us. Uh I want them to recognize how, what we’re talking about can be applied by them. Are they, are they what they need to go back to their CEO S or whatever vice presidents, whoever and what, what kind of like discussion items they need to be putting forward that the organization is not now thinking about uh in terms of, you know, again, people power say a revolution is coming. Um You know, how, how, how can our listeners help create it? I think just becoming involved, like when you’re talking about people powered anything, it’s really about base building. And for me, the goals of base base building are always to, to grow a base of volunteers who have a shared value of some sort. And you’re coming together in order to, to make some progressive movement on that. It’s also about leadership development, um communities and constituency who turn out who are players in, in this issue or what have you and then putting issues to the forefront. So I think that wherever you, what do you value, what’s important to you? Um It could be as simple as, hey, there’s a pothole in my street that hasn’t been fixed in the last year. Can we come together as a community and really talk with our local election officials about making sure our streets are in a position that’s not gonna wreck our cars or um have someone get endangered in some way. So I think it comes down to as on an individual level, what is important to you, what do you value and finding and connecting with those people who also value something similar? And what do you want to change? What is it that you’re trying to change or that would make your life better and who are the people who can support you in getting that done? OK. And that’s consistent with what you said on an organizational level too. Uh the same, you know, what, what are the core values? That’s what, that’s what drives all the work. Uh And, and brings people together just finding that commonality around whether it’s the pothole in the street on the individual level or whatever, whatever you, whatever your part. Yeah, Gloria, what, what, what’s your advice for how people can contribute to this revolution? Um I think that right now um we’re all sitting in our homes and we’re rethinking the way that we do our work and even as individuals, um we’re rethinking the way that we are doing our activism. I think that a very important message right now for activists personally and for organizations that organize activists and try to recruit and build the base is that now is not the time to step away now. More important than ever. It is important to stay on top of the issues, to sign those petitions, to speak up and to share your stories because I will give you a very, very specific example. Right now, Congress is um negotiating, arguing over all of these different critical needs in the Coronavirus relief bills. Right? Well, mom’s rising has been on the forefront of um trying to influence those negotiations and the most powerful weapon we have are your stories, people’s stories. Um What’s gonna happen to your childcare center that has to close down what’s gonna happen to uh domestic workers who suddenly don’t have a paycheck um paid family leave. This is something this is a uh a signature models rising issue. We’ve been working on that forever ever since our founding. It’s one of our signature issues. But now um because of the stories that we have gathered and we are hearing from our members about the need for paid leave and the fact that if we had had paid leave all this time, that the burden of Coronavirus would have been much lighter. This is something that we are powerfully bringing to the negotiating table and we are actually seeing we’re going on paid leave. So all organizations and all individuals, whatever issues that you’re working on do not step away continue to share your stories because those stories have to be brought to the negotiating table for policy. And that’s the only way we’re going to get the policy that we need. Ok, we’re gonna leave it there. That’s uh that’s quite inspirational. Thank you. That’s uh that’s Gloria Pan Vice President of member engagement engagement at mom’s rising and also Selena Stewart, senior director of advocacy and litigation at the League of Women voters, us. So, Gloria Selina, thank you very much. Thanks for chatting. Thank you, Tony. Next week, the Thanksgiving Show. If you missed any part of this week’s show, I beseech you find it at Tony martignetti.com were sponsored by donor box, outdated donation forms blocking your supporters, generosity. This giving season donor box, the fast flexible and friendly fundraising platform for nonprofits donor box.org. Our creative producer is Claire Meyerhoff. I’m the associate producer, Kate Martinetti. The show, social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation, Scotty. You’re with us next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for November 14, 2022: Your Corporate Funding

 

Lori Zoss KraskaYour Corporate Funding

 

In “The Boardroom Playbook,” Lori Zoss Kraska gives you step-by-step strategies—and healthy doses of encouragement—to improve your corporate funding process so you increase support and sponsorships. She’s with us to talk about her book.

 

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[00:02:02.01] spk_0:
And welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be hit with retinal Malaysia if I saw that you missed this week’s show your corporate funding in the boardroom Playbook, Lori’s ask Rosca gives you step by step strategies and healthy doses of encouragement to improve your corporate funding process. So you increase support and sponsorships. She’s with us to talk about her book. I’m Tony’s take two. I’m wishing you well. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. It’s a genuine pleasure to welcome Laurie’s Oscar Oscar to the show. She’s author of the book, The boardroom Playbook, a not so ordinary guide to corporate funding for your purpose driven organization. She’s got over 22 years expertise in revenue generation management, corporate sponsorship, support, corporate cause marketing, fundraising, corporate social responsibility and more. She’s held key leadership and corporate sponsorship positions in organizations like PBS NPR local stations, Clear channel University of phoenix midwest campuses and citysearch dot com. Her company is the growth owl. She’s at Z ask Raska and the company is at the growth owl dot com. Welcome Wise owl.

[00:02:03.90] spk_1:
Well, thank you Tony. It is my pleasure to be here and thank you for that. Beautiful introduction. Oh,

[00:02:09.40] spk_0:
well based on what you sent me. It’s all, it’s all true And keep it, keep it factual, glad to have the wise owl the growth owl with US

[00:02:17.87] spk_1:
that’s right. Thank you.

[00:02:19.57] spk_0:
And you’re, you’re in the Cleveland Ohio area.

[00:02:22.19] spk_1:
I am, I’m in the Cleveland Ohio area but I work with clients across the country.

[00:02:28.18] spk_0:
I I know Cleveland for the rock and Roll Hall of fame.

[00:02:31.89] spk_1:
Yes. Probably one of the most popular attractions when people come to Cleveland, it’s definitely not miss when you come.

[00:02:38.28] spk_0:
I imagine it’s on my list. I haven’t been there yet. But have you been, do you go, you bring friends or? Yeah,

[00:02:43.69] spk_1:
absolutely. Yeah. Most friends who want to come to Cleveland first ask about the Rock hall. So it’s, it’s a definite visit site.

[00:02:50.40] spk_0:
Okay, you’ve heard this before. The Rock Hall, That’s the insiders call it the rock

[00:02:54.22] spk_1:
the rock hall, we call it the Rock hall. That’s

[00:02:56.13] spk_0:
right. Okay. All right. I wanna be, I wanna be a Cleveland insider. Alright,

[00:02:58.97] spk_1:
alright. You got it.

[00:03:01.64] spk_0:
So let’s talk about the boardroom playbook and corporate funding. I gather you feel that nonprofits are not strategic enough in their corporate funding work.

[00:03:14.92] spk_1:
You know, it’s been my experience that nonprofits do really, really well and individual giving, planned giving, um, other types of giving, but where sometimes

[00:03:28.02] spk_0:
something

[00:03:53.05] spk_1:
gets overlooked. I just noticed it tends to be in that corporate giving area and I, I personally see one of two things. Either there hasn’t been much attention to it or they’ve put somebody to oversee it that maybe is really in charge of something else like planned giving or membership or individual giving and they’ve added a corporate support function. And it’s kind of like, wow, this is something that you’ve just added to my responsibilities. That’s totally different than traditional types of fundraising. So I do see that there is a need to talk specifically about how corporate sponsorship and corporate funding works because it is very different than other types of fundraising.

[00:04:12.72] spk_0:
And you’ve been on both sides, you’ve you’ve been on the sponsorship side for like PBS and NPR stations.

[00:04:19.48] spk_1:
Yeah, I

[00:04:20.50] spk_0:
mean those are huge. Those are all big names. Those are marquee names, Yeah,

[00:04:23.82] spk_1:
yeah, it puts me in a very unique position, I’ve been on the client side, I’ve been on the funder side, I’ve also been on the side that, you know, is looking for the funding. So I’ve got a great perspective, I

[00:04:41.70] spk_0:
agree. So let’s, let’s let’s let’s pick your brain, you have, you have this um uh sort of a little paradigm me mi mo

[00:04:45.49] spk_1:
Yeah, mm. Oh

[00:04:47.04] spk_0:
yeah, explain, explain me mi mo of course we’re gonna have plenty of time to go into details, but yeah, it was the high level MIm mimo,

[00:05:27.08] spk_1:
So for years, people have asked me what’s your process, you know, what makes you different, what have you? So I like to say, I just work with me mi mo and to me an effective fundraiser, whether it be for corporate or other types of fundraising is aligning your mental, your message and your motion and that motion being the activity to get things done to get that funding. So putting all of those three together in alignment, making sure your head is in check, your messaging is in check and the activities are in check will be kind of the secret sauce to your cell success. So my book is broken out into me mi mo and you know, really taking a look at how can you really capitalize on the areas that you have strengths, but also work on those areas where maybe you don’t have as many strengths

[00:05:43.16] spk_0:
and you have a very, you know, a lot of lot of step by step, I mean very clear do these five things to do this to get this and to overcome your anxieties uh which we’ll get to that, we’ll get to your uh periwinkle zombies, you know, to overcome these things. Uh you know, do these five things. So you know, it’s very, it’s very strategic, it’s very, it’s a very, it’s a very easy reads, very good read,

[00:06:08.15] spk_1:
I appreciate that and it was purposely written that way because I know a lot of business books and other books quite frankly can be kind of overwhelming and I really wanted this to be practical that you walked away from it at least taking a few good nuggets that you can implement right after you put the book down.

[00:06:24.40] spk_0:
So let’s talk about the mental and of course you have to acquaint us with your perry winkle zombies.

[00:07:08.68] spk_1:
Ah yes, so perry winkle zombies, if you if you read in my book you’ll you’ll see the setup I have is I love horror movies, you know give me a good Freddy Jason would have you a good haunted house but what freaks me out are zombies just don’t like them, they just freak me out. So when I think about how your thoughts can overtake you, when you get anxious about something, it be anxious about going into a meeting to ask for a lot of money, it could be having anxiety about well gee how much money should I ask for and then things like imposter syndrome or basically anything that’s in your head that’s preventing you from doing what you need to do. I also like to say there are people in your life that can sometimes be perry winkle zombies that um you know maybe they’re they’re trying to do it out of out of a good nature from a good place but they can impede on your progress. So it’s very important early on in that mental stage that you recognize what those perry winkle zombies are that could prevent you from kind of being the best fundraiser you can be

[00:07:34.56] spk_0:
uh and there perry winkle because periwinkles, a pretty color kind of a soft violet but these things may they come in, they come in a nice shape sometimes

[00:07:47.77] spk_1:
but

[00:07:48.55] spk_0:
they are insidious like like zombies are

[00:08:26.61] spk_1:
exactly right, tony So sometimes those anxieties or sometimes when you question yourself, you think it actually might be helping you, but in actuality it’s hurting you, and that’s where the periwinkle, you know, comes into play, you know, at first it looks it looks good, but actually it is kind of impeding your process. So you wanna watch for those zombies in your life, what are their mental or actually, you know, in your sphere? And I talk about in my book, you know, I had a client that had a director of Development that um maybe unconsciously was being kind of a periwinkle zombie to the Executive Director and the executive director really wanted to do more with fundraising and the Director of Development said, you know, you kind of stay in your lane,

[00:08:37.63] spk_0:
you

[00:08:38.79] spk_1:
know, you gotta look out for those things,

[00:08:58.09] spk_0:
right? As if she, the fundraiser was portraying it as helpful, you know, there there are things that only you can do, so you should devote your time to those things, leave these more mundane things that any Schmo like me can handle, you know, not that she was self deprecating

[00:09:00.03] spk_1:
like that, right? It

[00:09:01.11] spk_0:
was, it was altruistic in appearance that she was, she was a zombie in sheep’s clothing.

[00:09:07.22] spk_1:
That’s right, rationally, it makes sense in the conversation. Well maybe she’s right, but at the end of the day it’s impeding your growth anytime you want to get educated or learn to do something more with in your career, that is not a bad thing, so zombies attacking you in that way periwinkle zombie, you definitely have to tear it down.

[00:09:26.50] spk_0:
Yes as as frightful as it may

[00:09:29.33] spk_1:
be.

[00:09:29.88] spk_0:
Uh Well thankfully that executive director had you working with her, so if you love horror movies you will appreciate that. I’ve been, I’ve been on this, not on the set, but I’ve been to the place where friday the 13th, the original with kevin with kevin Bacon, with the young kevin

[00:09:48.37] spk_1:
Bacon, that

[00:10:17.39] spk_0:
was filmed that was filmed at a Boy Scout camp Northern New Jersey and I used to go to that campus, it’s called Camp no be bosco, no be bosco stood for North Bergen Boy Scouts and there were the lodges lodges were there the log cabins were places where you could stay and then there was an administration building and uh I don’t know, I don’t know if the dining, I think the dining hall is where the costumes were. So one time I went and they were they were they were in the midst of filming, so we saw a bunch of the masks and costumes,

[00:10:27.83] spk_1:
I’ve

[00:10:28.13] spk_0:
been at the little Boy Scout camp is now you know that friday the 13th the original was filmed at a Boy Scout camp and the lake of course is right there, is it Crystal Lake is it, is

[00:10:37.37] spk_1:
it

[00:10:38.09] spk_0:
camp Crystal lake, right well the real name is nobody bosco. I’ve swam in that lake. I’ve rowed boats in that lake, so

[00:10:47.16] spk_1:
And no, Jason coming out from the water trying to attack you,

[00:10:50.13] spk_0:
Jason. Okay. So you’re the expert I want to show Jason or Freddy? Okay, Freddy. What’s the who’s the Freddy? What show is his

[00:10:56.47] spk_1:
Freddy is a nightmare on Elm Street.

[00:10:58.72] spk_0:
Elm Street. Okay.

[00:11:00.46] spk_1:
Yes,

[00:11:01.98] spk_0:
shout out one other. Okay, so we got Jason Freddy. What’s one more that

[00:11:05.93] spk_1:
Michael Myers from Halloween?

[00:11:08.92] spk_0:
Okay, Thank you. You’re proving that.

[00:11:10.82] spk_1:
Really? My favorite is Michael Myers. Yes.

[00:11:14.34] spk_0:
Okay. Obviously, proving your bona fides in your harbor films. That’s right. You know who these guys

[00:11:22.41] spk_1:
are? Is

[00:11:23.50] spk_0:
there ever a horror film with a woman? Is there ever a woman bad bad actor in? Is there any horror film like that?

[00:11:31.88] spk_1:
That’s a great question. And I’m sure there is. You’re just putting me on the spot

[00:11:36.82] spk_0:
right there and I can’t,

[00:11:37.92] spk_1:
I can’t think about it. I guess you could you know, if you think some of the movies that came from the conjuring, there’s the nun, there’s the female dolls that are kind of creepy Annabelle. Um those coming to my mind. Yeah,

[00:11:56.03] spk_0:
If you think of another main character, you know. No, no, no, that’s just off the top of my head. I just, I was saying they’re all guys. Well, okay, not surprisingly. Well, we’ll keep the gender stereotypes out of this.

[00:12:11.84] spk_1:
So.

[00:12:13.08] spk_0:
All right. So, we got to stay away from the periwinkle zombies there sometimes people and their sometimes just in our own head.

[00:12:19.69] spk_1:
That’s exactly right, yes,

[00:12:31.00] spk_0:
Alright, get away, you know, you don’t that doubt and that fear overcome that. Okay, what else? What else? Mental wise you you tell a good story about a gentleman you met on an airplane

[00:12:34.30] spk_1:
paul.

[00:12:35.28] spk_0:
Yeah. Story of paul, you know, that’s

[00:12:38.33] spk_1:
Since the book has come out, I probably get more questions about Paul and unfortunately I don’t know what happened to Paul because this this literally happened early in my career, like almost 22

[00:12:48.11] spk_0:
years, you know enough, you know, enough to make it a very good story.

[00:13:49.24] spk_1:
Yeah, so um you know, basically I was on a flight from Chicago to phoenix and I struck up a conversation with who is paul? He was in his, in his fifties, he just left his job in banking to just put all of his enthusiasm in the software start up and at the time I really didn’t understand what the software is about. I just got the, just this guy’s really excited and he was excited because he had the opportunity to basically go to phoenix and pitch a room of investors to invest in his business, kind of like shark tank before shark tank was the thing and I thought great, well you know paul um found out we were gonna be in the same return flight later in the week, so you know, I can’t wait to hear about your your big pitch and how it went. So it’s a few days later I’m walking in the airport on the concourse lo and behold there’s paul at the bar and looking just really, really sad. So I approached him, I asked paul how it went and he said it didn’t and I said what? He said, I didn’t go to the meeting

[00:13:53.14] spk_0:
and

[00:13:53.94] spk_1:
I said you didn’t go to the meeting? What happened? He said, I just was so scared and paralyzed that they would not like my idea, it just wasn’t worth it to go. And I stayed in my hotel room and that stayed with me

[00:14:08.28] spk_0:
for

[00:14:46.53] spk_1:
years and I always use that even with my clients and with myself, if I feel any type of doubt go to the meeting, Lori, you’ve you’ve got to go to the meeting, you you can’t do what paul did. And paul even said to me before you know, we left that day, Laurie always go to the meeting, don’t do what I did. And again, here’s me, I’m in my twenties, this is early in my career and I’m looking at this guy that seemed so successful and so confident when we were on the flight together, it was a totally different person and this is somebody that created something in his head, a situation that wasn’t even real. You know, he was anticipating he was going to get all of this pushback and they weren’t going to like them. And the sad part was when I saw him, he was actually on a cell phone. The old flip phones back then. I’m sure you remember those tony and he said, I

[00:15:02.67] spk_0:
remember, I remember princess remember princess phones. Yes,

[00:15:07.59] spk_1:
me too.

[00:15:09.32] spk_0:
I

[00:15:09.96] spk_1:
do. And he said I was actually on the phone talking to my old boss, getting my job

[00:15:16.16] spk_0:
back. It

[00:15:16.36] spk_1:
was heartbreaking. So, you know, I I also end the book reminding people about paul and you know, again, he sticks with me and it’s a it’s a great reminder that you can really allow yourself to create situations in your mind that really hijack the progress or hijack good things from coming in, not only for your funding, but in your life quite frankly. So yeah, that’s my story of paul.

[00:15:44.98] spk_0:
I hope you didn’t sit next to him on the way back, did you? Because that would be an awful long.

[00:15:49.57] spk_1:
We did not.

[00:15:51.25] spk_0:
Okay, okay. That would be that would be a tough flight

[00:15:56.89] spk_1:
home.

[00:17:14.58] spk_0:
It’s time for a break. Turn to communications, the relationships, the relationships with media, we’re talking today with Laurie about relationships with corporate funders. You need to have relationships with the folks in the media who you want to be responsive when there’s something in the news that you need to comment on, you just have to be heard. Your voice needs to be part of the conversation around something, whatever the news hook is or just you want to get an op ed in. It may not be uh something that is based on a news hook, but something you feel strongly about, you need to be heard. This is all part of being a thought leader in your field. Turn to can set you up with relationships that can get you heard when you need to be and just when uh when you want to be, nothing wrong with wanting to be heard, turn to communications, your story is their mission turn hyphen two dot c o. Now, back to your corporate funding. You you talk in a few places about managing expectations.

[00:17:19.68] spk_1:
Oh yeah,

[00:17:20.67] spk_0:
your own, your organization. Let’s let’s let’s get that out in the while. We’re talking about the first me of the memo.

[00:17:28.16] spk_1:
Yeah. So I think managing expectations is really important. So let’s start with managing expectations kind of in your own building. And it

[00:17:44.62] spk_0:
could have, we could have, we could have Mimi ma’am. Oh, that’s Oh yeah. If you want to do mental message, manage expectations and but then that’s two words. It ruins your cadence. But

[00:17:47.49] spk_1:
right, you got it,

[00:17:48.68] spk_0:
trying to mess up. You don’t want to mess up your mantra.

[00:17:51.18] spk_1:
That’s alright.

[00:17:52.86] spk_0:
I just thought of. All right.

[00:20:27.44] spk_1:
So, you know, there’s nothing worse than being in your in a meeting with your Ceo, in your c suite and they’re asking you about updates. It’s on fundraising. On corporate support and in previous meetings, maybe you were very, very excited about something about about a potential funder coming on board, but they’ve gone kind of quiet, so you’ve got nothing else to report on that meeting. There’s just nothing worse than that. You know, you do the round robin of reporting and it comes to you, you’re like, do I have to talk about this again. So I think it’s very important right away that whenever you’re discussing expectations about a potential funder, especially a corporate funder, you keep your expectations based on facts and not feelings. And when I talk about in the book, I even give some sample, a re responses. So if you do have your Ceo or CFO asking about, well how do you how do you think that’s going to go? I mean, do you, I think we’re going to get that money instead of saying something that’s feelings based? Like, you know, I went in there, I had a great pitch, I think we really connected really well. They’d be stupid not to want to fund us. You know, that’s very feelings based language instead you want to focus on factual language. Now we have the pitch two weeks ago they said that they’re gonna need X amount of time. We do fit in their corporate social possibility and corporate philanthropic goals in terms of their tenants. Forgiving so based on that, you know, the probabilities might be better than not. So there’s a whole different feeling or feelings The bad word, there’s a, there’s a whole different vibe that you’re gonna get when you’re spending time talking about fact versus feelings and that especially comes up. You know, if you don’t get the funding or if if the funding tends to be elongated in terms of the decision and the ceo is getting a little, you know, impatient. Well, what’s going on, you said this was going so well what happened here? So instead of taking it personally and saying, I totally get what you’re saying, I’m just as, you know, flabbergasted as you have you are that they haven’t come back to us. I put a lot of work in that proposal, that’s the language you want to stay away from. You have to again focus going back to the points of, we did what they asked us to do and there’s a process and we have to go through that process. So that is a great way to set expectations within the building. The other area of setting expectation is within something I call corporate depth perception. I talk about this in my book, you have to realize that corporations are dealing with thousands of different things and no matter how important your funding is to you, it’s not as important to the corporation

[00:20:47.95] spk_0:
and

[00:20:48.32] spk_1:
you have to realize that, again, not taking it personally and there are going to be times where, you know, sometimes it’s just not a

[00:20:56.58] spk_0:
fit,

[00:21:33.20] spk_1:
there’s it’s just not a fit, no matter how hard you try to get somebody’s attention, it’s just not a fit, or maybe the timing is off. But having the empathy for lack of a better term to understand what corporate decision makers are going through, it’s gonna give you um it’s gonna give you a kind of a long way with somebody in the positive, you know, if you’re able to say to someone, I realize you’re literally looking at thousands maybe of proposals and, you know, I’m just one of those, I just want to thank you for even the review, we appreciate that. That’s music to a corporate decision makers ears because they usually don’t even hear anything like that. And just by reaching out and having that empathy that corporate duck perceptions, you may have just moved your proposal from the bottom all the way up, because people will always remember how you make them feel and that’s that’s so important.

[00:22:11.97] spk_0:
You made that you make that suggestion uh, you know, near near the end as you’re saying, rather than saying, thanks very much for your time. You know, be empathetic, uh, extend yourself a bit and maybe, and and it’s and it’s your it’s your last paragraph with them before you walk out the door. So why not leave them with something much bigger than, you know, everybody else is the ubiquitous. Thanks for your time.

[00:22:18.22] spk_1:
Exactly, yeah. Anyway, you can make yourself stand out to help help them connect with you, that you understand what they’re going through in this process that’s huge.

[00:22:31.17] spk_0:
Anything else on the on the first me? Yeah,

[00:22:34.71] spk_1:
so

[00:22:35.88] spk_0:
I’m

[00:23:08.27] spk_1:
a really big believer in the self fulfilling prophecy and we kind of hit that with paul, but just in general, I really try to coach my clients and people that are reading this book, you know, watch the language you’re using about yourself, you know, we’re probably not gonna get that. Well, you’ve already said it to yourself in your mind that you’re not going to get that. Also watch when you’re writing your proposals, if you’re if you’re not in a good frame of mind when you’re writing a proposal for money stop, I really think it it comes through in the language, so I

[00:23:31.46] spk_0:
think that’s true. I think that’s true when you’re writing, when you’re writing emails to whether it’s to a corporate funder or anybody else, if you’re in a pissy mood, you know, you’re just you’re gonna be more terse, you’re you’re you’re you’re the right language is not gonna flow great. You know, it’s it’s it’s Yeah, I think it it comes through even in one dimension on the screen. I agree, totally

[00:23:38.73] spk_1:
does. Yeah, absolutely. So, you know, watch that self fulfilling prophecy, Watch the language you’re using about yourself and always remember that you are deserving of the funding and your organization is deserving of it and just remember to keep going back to that place if you’re feeling challenged when you’re not in a great frame of mind.

[00:24:31.95] spk_0:
That also applies terrifically too. When you’re preparing for your presentation, preparing to go in, you wanna, you wanna visualize yourself. I mean that when I, sometimes when I’m preparing for a training or, or Evan R or something, I’ll picture myself running through the finish line first, you know, like chest out, breaking the tape, breaking that, that tape at the finish line and you know, people are cheering and it’s uh, so we’re simpatico, I agree with you about visualizations, the value of a positive visualization

[00:24:54.12] spk_1:
and I give tips in my book about things to visualize the day of your presentation as well as before, if you’re able to actually get in the space where you’re going to present before the meeting, give yourself like a good half hour, it’s good to get into the space, get you in the right frame of mind and I’m a big fan of rehearsal, you know, I’m an, I’m an old theater kid, you know, I did a lot of theater in high school and in college and rehearsal is essential and you know, even when I was in public media and I was on the air, you know, pitching for dollars as they would say, trying to get new members, I would rehearse in my car on the way to doing a membership pitch and it works, so don’t be afraid to rehearse. I did.

[00:25:19.72] spk_0:
Yes,

[00:25:21.48] spk_1:
that’s

[00:25:33.06] spk_0:
a real, that’s a real art, you gotta, you gotta, you gotta keep people, you gotta keep keep motion, keep forward motion. Sometimes the calls are not coming in. Yeah, I don’t know if you’re doing, did you ever do the live? Like we can hear the, we can hear the ringing in the background

[00:25:38.91] spk_1:
live pledged? Absolutely, yeah, tough.

[00:25:42.33] spk_0:
When the calls are not coming,

[00:26:15.61] spk_1:
I’ll tell you, I’ve got to give credit is due. I worked for a gentleman who just retired out of public media a few years ago, his name was Kent geist, uh, he was a senior vice president of public media here in, in the Cleveland area. He was a master of the membership pitch and I learned so much from him, He was definitely a mentor for me in public media and I mean, it was an artwork, but the best part about it was he really cared, he really cared that the right audiences are getting access to this community resource in public media and it just really translated. So, uh, that’s, that’s, that’s the person who really got me through and really got me kinda through osmosis picking up on, you know, the right things to say at the right times

[00:26:52.37] spk_0:
when you can speak from the heart, you know, and, and channel that, but you know, then you gotta keep it going for 15, 20 minutes at a time. I mean that I’m not, I’m not minimizing it, but, you know, but when you can speak because you have a genuine emotional connection to the work, a passion for the work. When you can speak from your heart, that that that goes a long way,

[00:27:08.47] spk_1:
it’s so important because, and you’ll find a lot of people that work in public media are fans of public media, you know, um it’s that’s a big deal. We we know the content, we listen, we watch every day, so that definitely helps. And again, going back to what I say earlier, people remember how you make them feel. So we always go back to that um when we are in a pledge period and we know how to make people feel because we’re also listeners and viewers ourselves and we know the importance of the content.

[00:27:26.86] spk_0:
What about what about the 2nd? Me and Mimi Mo

[00:27:31.07] spk_1:
Yeah, so the

[00:27:31.74] spk_0:
second is

[00:27:56.89] spk_1:
messaging and um got a lot of good stuff in there about messaging, but probably the one that I’m spending a lot of time on and that has a lot of um a lot of questions I’m getting about is the power of brevity. I think if there’s one area that some fundraisers, whether it be written in proposals, presentations or just in one on one conversations, a bit too long winded. You’re given away way too much information up front when you’re just starting to want to court a corporate funder, as I also talk about in the book, you know, there’s, there’s kind of like a dating period to get to know a potential corporate funder right at first all you want in that first communication is enough of a connection that you want to get a meeting or another conversation. That’s it.

[00:28:24.62] spk_0:
You’re not

[00:29:59.37] spk_1:
trying to get the six figure or seven figure ask you’re not trying to, you know, take somebody to lunch right away. We just want to show that there’s a connection between what we have to offer as a non profit and the types of things that corporation likes to support and what’s the next thing we need to do? The next thing we need to do can be a phone call Expedia zoom, which is very popular now since the pandemic or it could be an in person meeting. And I also really highly recommend and I really challenge my clients and my readers. Try to keep your communications especially written email, communications to 100 and 50 words or less. That’s probably the hardest thing for most of my clients to do because if I go back and look at most of their emails that they’ve sent to try to engage corporate decision makers that went unanswered. They’re just way too long, Way too long. That’s exactly right and remember think about our world right now. A 15 2nd spots. No more than 30. I mean I see a 32nd ad, I’m like uh, you know, ping notifications. Five second pre rolls. We live in a world that demands and is used to brevity and communication, but at the same time we also want to get the information we need. So I try to coach my clients look in in being too long winded and giving up to information. You’re basically going against the tide of how we like to get information in our world right now. So it’s sometimes takes work in order to learn brevity. And and I do have some real practical ways to kind of learn brevity and to practice it every day if it’s something you struggle with in my book. But it is essential to be brief and when you are making that first connection, it’s just kind of three things who am I

[00:30:21.05] spk_0:
how do

[00:30:21.49] spk_1:
we connect? What is it you want us to connect about why we connect and what do you want next? And you should be able to do that within 100 and 50 words and the same thing with voicemail. You know, fewer and fewer people are using the phone. Um but those that still do be careful of those long winded voicemails. You really need to come up with something very succinct, rehearse it before you make the voicemail and be confident in your voice

[00:30:47.54] spk_0:
interesting. Rehearse your rehearse. Well rehearsed what you might say, but then rehearse to what you’re gonna say. If you get, if you get the voicemail,

[00:30:55.34] spk_1:
you

[00:31:03.98] spk_0:
also have a lot about research. You want us to research the company. You want us to research your contact at the company share some of your some of your research tips.

[00:31:25.28] spk_1:
Yeah. So um it is imperative that you research not only the company but the decision maker before you start contacting them. Even with that brief message we had talked about because there is so much competition right now. That wants the same money that you do. I was actually on an interview that I remember last year and I was talking about how the nonprofit world is, you know, competing for dollars and and the interviewer said to me, nonprofits compete I guess.

[00:31:38.24] spk_0:
Yeah. Yeah, I read that that was I was uh Yeah, it seems like an uninformed comment. Yes,

[00:31:59.04] spk_1:
I felt that way as well. But yes, they do compete whether they know it or not because a lot of times you don’t know the other funders you’re competing against for dollars, but I will say where, where you can really help yourself is in prep. So besides just obviously going to the website, you need to go even further. Look at the annual reports. Look at the reports around E S. G. As well as D. E. I. Diversity equity and inclusion. What specific things are they funding are they

[00:32:16.02] spk_0:
remind us what the DSG is. Everybody might not know the S. G.

[00:32:20.35] spk_1:
Yeah. So the E S. G. And I just blanked for a moment.

[00:32:24.91] spk_0:
Environmental, I got you covered.

[00:32:27.52] spk_1:
If

[00:32:28.35] spk_0:
I give you the first one, I bet you’ll get the second to

[00:32:31.05] spk_1:
sustainability and governance. Social

[00:32:34.02] spk_0:
usa social.

[00:33:34.84] spk_1:
Yes, so social. Environmental, sustainability, social and government. So thank you. Yeah, just caught me in the moment there. But what’s great is back in 2020 when we were all really focused on the pandemic, Fortune 500s were hiring chiefs of D. I. chiefs of sustainability um chiefs of their supply chain to make sure it was sustainable. Like, like crazy. And with that came different types of budgets, like they were all also given money to go out and find other folks to work with. Um And most people would attribute this to more the corporate philanthropic side, but we’re seeing these new budgets that opened up. So all of that being said, that is the case for you to take some extra time and to actually work on looking at the E. S. G. Reports and in many times the E. S. G. Reports and the D. E. I. Reports have contact information in there and you know, contact information is half the battle sometimes.

[00:33:38.61] spk_0:
Right?

[00:33:52.66] spk_1:
So I really implore you to go deep and look at those reports and when you’re talking to you then you can then reference some of that work, which a lot of fundraisers, sometimes they miss that step and then check their linkedin. I’m a big fan of linkedin

[00:33:56.34] spk_0:
and what that what that does if you’re if you’re talking about their own reports back to them proving that you did the research,

[00:35:20.97] spk_1:
that’s exactly right. And I love being able to use a prospects own words. I like to call it because their own words show that you’ve listened and they resonate with that. So being able to reference that whether it’s in written or verbal communique is definitely huge. So, um, and again, looking at your contacts linkedin page, I find a lot more contacts now are really putting a lot more about themselves on linkedin and in terms of their philanthropic interests. So let’s say you, you’re looking at someone that maybe on paper, the company might not vibe with you right away. But personally they really, you know, they’re involved in philanthropy per personally on another board, maybe that connects with your doing with what you’re doing. So you just never know. So really taking a holistic approach to research. Looking at the S. G. The D. E. I. Looking at linkedin looking at even facebook, I tell the story of a of a really hard to get vice president that I had one of my account executives at the time, get a meeting with, who was known for ghosting and who was also known to seem really, really excited to want to work with you and provide funding and then just kind of went away. So the story I tell is that I actually did a little research and found that we had a mutual interest in animal rescue, like down to the breed. And when I was in the meeting with my account director, we ended the meeting and I said, oh by the way, are you going to be at the doggy waddle? And she looked like what I didn’t even know about the doggy model. And you know, I mentioned that I saw we were in the same facebook

[00:35:45.80] spk_0:
group

[00:35:46.79] spk_1:
and so I made sure to see her at the doggy waddle and her hounds and my hounds and lo and behold, we got the letter of intent. So you just, you just never

[00:35:57.08] spk_0:
know research

[00:35:58.42] spk_1:
is imperative.

[00:37:25.93] spk_0:
It’s time for Tony’s take two. I’m wishing you well in the heat of the fourth quarter. Uh from giving Tuesday coming up in a few weeks to your weekly production goals, um comparing last year to this year, week by week, hopefully not day by day. Uh well, all right, you don’t need me to recite for you the litany of pressures in the fourth quarter. What I do want to say is I’m thinking about you take a deep breath, take some time for yourself. Maybe you can take a lot but take some and use it wisely. You know what’s best for you in the heat of the fourth quarter. You gotta take care of yourself before you can take care of your business. So I’m thinking about you, I’m wishing you well, I hope you succeed. And to do that. I’m urging you to take whatever time you can take some time to care for yourself too. That is tony stick to, we’ve got boo koo but loads more time for your corporate funding with Lori Zoe’s crossed. You name a resource that I, I’m not familiar with. I’ve never heard of Rocket reach.

[00:37:30.56] spk_1:
O Rocket reach.

[00:37:32.03] spk_0:
Maybe it’s maybe it’s ubiquitous and I’m, I don’t know, I’m, I’m zombie doubt or something. But yeah, tell us about rocket reach.

[00:38:13.66] spk_1:
Rocket reaches a great way for you to find email addresses. Now, I know it has a lot of different other functions, but um, I love Rocket reach, I would say at least eight times out of 10 of the decision makers that I am researching, I will find a qualified email address in Rocket Reach. The other thing that’s great about Rocket reach if they have an email address associated with the, the professional, but they’re not confident about it, they will even list that they have a color coding system of green, yellow and red in terms of confidence of the email. A now there are free versions of Rocket Reach, I will tell you that I have a monthly subscription and I find it extremely helpful. Um, if you are actively engaging corporate decision makers, especially those that are very high up VP and high, higher up levels for National Fortune 500 Fortune 1005 hundred’s it’s a, it’s a phenomenal tool. I like it a lot

[00:38:43.29] spk_0:
rocket reach dot com. Um, okay. You also recommend setting google alerts,

[00:38:48.68] spk_1:
Yeah,

[00:38:49.33] spk_0:
for companies, for people for, for sectors that you can make your connection with the folks you’re gonna be talking to flush that out for us.

[00:40:02.85] spk_1:
That’s exactly right. So let’s say you have a big meeting coming up with X Y Z corporation or you’re looking to really want to focus on someone in X Y Z corporation to start, you know, engaging for corporate support. I tell people that they could easily go to google and, and the easiest way to do this is literally go to google and type in setting up google alerts. It will basically walk you through how you can choose companies, topics, what have you and news about your news about your topics will automatically be emailed to you Now. I also like to remind people once you’re done, be sure you turn off your google alerts because you’re gonna get a lot of, you know, you’ll get a lot of them. But again, this is really something that you can use that’s for free, totally for free. You can do on google and you’d be surprised, you know, you, we all know, google search engine is pretty amazing. So you’re not only going to get news that’s news that you would see nationally, but you’re gonna get some of these little pieces that might be very hyperlocal or, or hyper industrial, that a decision maker would be pretty impressed that you would know about if you were referencing it in a meeting or in an email. So yeah, google alerts are great and easy to set up. Like I said, just go to google and type in setting up a google or and you’ll find it right away and how to do it.

[00:40:39.74] spk_0:
You also recommend using those while you’re in. If you’re in a waiting period, maybe you’ve sent the proposal, you sent your initial email no more than no more than 100 and 50 words and you’re maybe waiting or you got a reply that said, you know, we’ll get back to you or something. You know, you can you can use, oh, here’s here’s some interesting industry news that, you know, you might you might not have seen this article or something about, you know, your company was highlighted here. I thought this might interest you if you didn’t see it right? You can you can build a relationship with the person,

[00:40:58.47] spk_1:
I’ve

[00:40:59.33] spk_0:
heard that I’ve heard that companies, people actually, it’s actually people that work in companies, I’ve heard

[00:41:04.39] spk_1:
that

[00:41:05.22] spk_0:
programmers to that effect,

[00:41:34.05] spk_1:
they’re still around. So we’re always looking for additional touchpoints reasons to go back to people during the process. Right? So one of the best things that you can do is set up those google alerts. So you can send them news, maybe not only about something really interesting that’s happened within their company and you want to acknowledge it, but maybe something interesting that’s happened in their industry that you wanted to share, because maybe they haven’t seen it because they’re so busy, you know, and that is something that has worked really well for me as well as of my clients, because we are working with very, very busy people that get tons and tons of email. So to be able to share something regarding their industry that they might not have known about. Again, that that gives you a lot of points and shows that you have an interest with them of them beyond just, you know, getting the funding, that there’s a relationship you want to build,

[00:42:02.61] spk_0:
there’s a, there’s a certain book that you love that was recommended to you when you were in college.

[00:42:09.49] spk_1:
You

[00:42:13.53] spk_0:
why don’t you share the value of that, that book influence.

[00:42:36.44] spk_1:
So if you have been in fundraising or studied persuasion or communications, it’s, it’s very, very, um, plausible that, you know, the name, robert Sheldon E. And the book was actually initially called The Weapons of influence, but they kind of changed the title and now we have these six influence, you know, pillars that child any talks about now, it’s seven because he added one, um, as, as we, we got later into the years here, but I’m just fascinated by these persuasive techniques and, you know, I don’t want to go into each technique,

[00:42:56.15] spk_0:
right?

[00:44:43.16] spk_1:
Yeah. But if you want to, you know, search robert, Sheldon E and and the power of influence and just type in influence and you’ll see that he actually talks about, there are things that you can do in your communication, whether it be written or spoken, that can influence someone to the behaviors that you’re you’re hoping to achieve, but in a positive way. So, you know, some examples of one of my favorites that I use a lot would be something called social proof. So when I worked in public media, we saw social proof a lot. So if, for instance, if we had some local private schools that got on the air, or it’s on some of the stations to support the programming, we started to get phone calls from other private schools who wa wanted to be on the air because, you know, they want to keep up with the joneses, but also they think, well, wow, if these schools are supporting public media, maybe we should be doing that as well. So, you know, social proof is definitely a big one and um, reciprocation. So any time that, you know, you put yourself out there and you do something for somebody, you know, there’s, there’s a good possibility that the person you did something for will reciprocate, and, you know, there’s there’s a lot of different examples of that, but even in what we just discussed with the google alerts, you know, taking the time to send somebody an article about something going on in their industry. They may reciprocate something back, whether, you know, something about an article in your industry or reciprocate back with, oh, this is great, You know, let’s let’s let’s let’s meet again to talk about this proposal, let’s talk about the proposal again. So those are just, you know, too, that are top of mind with me right now, but they really are fascinating because if I think about what is kind of the backbone of why I’ve been successful and and some of the people that do what I do that are successful, they go back to the work of Child Dini and that there is some psychology to this besides just working hard, you know, um it is all in the positioning

[00:45:10.14] spk_0:
and I just want folks to know that child any is C I A L D I N I of course. And his lawyer said that the book is influenced the psychology of persuasion.

[00:45:24.56] spk_1:
Yes, Yes.

[00:45:27.14] spk_0:
I think we’re on the mo of me, mi mo

[00:45:30.87] spk_1:
the motion

[00:45:38.97] spk_0:
the motion. You talked a lot about rehearsing and um also in in motion you had sort of courting folks with with resources and ideas and but you know, I think I feel like you’ve talked about that, you know, according touchpoints touchpoints and in that respect, it’s very parallel to individual fundraising.

[00:45:54.42] spk_1:
Yeah,

[00:46:07.67] spk_0:
we see something that’s going to be of interest to an individual donor who we’ve built a relationship with because we know that they are avid sailors. Perhaps, Laurie happens to be a very avid sailor, uh, and sailing instructor too. Is that, did I get that sailing instructor to

[00:46:11.69] spk_1:
know you might have been thinking of the rock climbing instructor that I worked

[00:46:15.72] spk_0:
with? Okay, not

[00:46:16.97] spk_1:
a sailor. You’re

[00:46:18.50] spk_0:
not a sailor? No. Okay. I

[00:46:21.09] spk_1:
do live by a lake though.

[00:46:39.59] spk_0:
Yeah, thank you. That’s very gracious of you to say thank you. It’s rock climbing. Rock climbing, maybe. Okay. I don’t know where, I don’t know how I perverted rock climbing into sailing, but so the takeaway there is, make sure that, you know, the person’s interests accurately don’t don’t misunderstand what they’re interested in. And send them an article about sailing when it’s actually it’s actually they worked with a rock climber and not even that there rock climbers themselves. So

[00:46:51.37] spk_1:
make sure you

[00:46:52.14] spk_0:
make sure you know what the hell you’re doing when you’re keeping in touch with people, You know what the hell you’re doing. Yeah. But, you know, regrettably, you’re suffering a lackluster host.

[00:47:06.18] spk_1:
It’s all good.

[00:47:38.04] spk_0:
Somehow perverted rock climbing into sailing. I don’t know, okay, sports, you seem to be very sports oriented work for sports. Yeah. That we don’t have we don’t have that in common. So maybe that’s why I got messed up because I got nervous when I saw the XS and OS on your book cover. And I thought she’s gonna make sports analogies and the XS and OS of course are for baseball’s I’m gonna get all confused, and I don’t know whether it’s hockey or it’s football or it’s it’s tennis or, you know, it’s a I got nervous, I think that’s what made me nervous was the sports, I was afraid. But you didn’t bring up sports? I did. So,

[00:47:43.73] spk_1:
No. So, you know, really, the introduction of my book talks about um when I was in college and I

[00:47:50.00] spk_0:
was professional

[00:47:51.14] spk_1:
sports organization,

[00:47:52.39] spk_0:
Yes,

[00:48:39.25] spk_1:
and um it kind of sets up how I come up with the Boardroom Playbook, which is the title of my book, and I do have a few sports references, but it’s nothing if you’re not a sports fan, you’ll be able to understand them. So, and and also, I just also like to talk about athletes in general. They do a lot of the things that I’m actually talking about in terms of mental preparation. You know, they do visualization, um they practice, they rehearse, um and they don’t just rehearse their craft of being an athlete, but they’re working with the pr people, they’re working with the operations people, it’s it’s an overall, you know, it’s a lot of work and I try to tell people in the boardroom Playbook that corporate support is a lot of work, there’s no hacks to it. And I and I know there’s a lot of pa popularity and saying, oh, watch my webinar for the four hacks to do this, and what I’m saying is if you’re doing this right, there is there are no hacks if you’re doing it right and developing the relationship, it takes time. But you’re developing relationships that are long term, and you’re developing a craft that will stay with you for years, no matter what happens with technology,

[00:49:02.48] spk_0:
brilliant, thank you for helping me recover from my sports. Yeah, no, the book is not S

[00:49:10.43] spk_1:
G I can’t believe I just

[00:49:18.14] spk_0:
uh Alright, that’s true. I did. Um No, I don’t. Long time listeners will know that. I don’t know, I don’t know much about sports. My favorite aspect of golf is that it’s a nice quiet sport. I appreciate that, I appreciate the quietness of golf. Uh

[00:49:33.63] spk_1:
So unless

[00:49:44.04] spk_0:
somebody then they’ll be screaming and they’ll be throwing. Of throwing, of devices, the paddles will get thrown. So, um yeah, the book is not based on sports. I don’t want to give folks the wrong impression. I understood the book perfectly,

[00:49:50.27] spk_1:
so leave

[00:50:08.33] spk_0:
it, leave it at that. So, so I guess we covered the memo, the motion motion. You talk about, you know, courting folks, knowing what the hell you’re doing. Uh rehearsing is part of your motion and how important that is. Um but then you have last minute tips, like 48 hour tips. And then and then right before and dressing and comfort items, you know, talk about, talk about some of your last minute tips right before the moment

[00:50:21.98] spk_1:
I do. So this kind of goes back

[00:50:24.35] spk_0:
to

[00:50:25.52] spk_1:
the athletes, you know, athletes have routines.

[00:50:29.01] spk_0:
You know, there

[00:51:26.63] spk_1:
are certain things, some of them will eat something before a game, some of them won’t, you know, everybody has a specific routine. So I provide tips of myself and other people I’ve worked with of successful routines before you go into a big presentation and I take you from like you said a couple days before too, you know, the day of but um in general, you want to find the things that work for you that make you feel comfortable and confident. So these are little things like make sure you, you know, you wear your favorite suit that day or you know, whatever your your favorite clothing is when you do a presentation, make sure your technology works. You know that that that’s a big thing to um make sure that if you’re doing paper handouts, make sure you’ve got all those handouts prepared and and you make sure you have enough, make sure you know, the number of people in the room who’s gonna be in the room, you know, find out who’s gonna who’s definitely gonna be in the room. I also have items that I suggest you bring with

[00:51:29.50] spk_0:
you to

[00:51:30.67] spk_1:
any in person presentation at least two bottles of water because you never know when you’re going to jump into a dry mouth situation that has happened to me thankfully I had plenty of water with me. Um also mints and cough drops,

[00:51:46.17] spk_0:
I’ve

[00:51:46.43] spk_1:
also been in situations where I start to have this coughing fit that’s never good. So you want to have a cough drop with you, you know, these are very, very practical tips um and then also making sure beforehand if you’re presenting with somebody else because a lot of times you’re, you know,

[00:52:03.14] spk_0:
you’re

[00:52:34.74] spk_1:
presenting with other people, make sure you know, your roles. So when you’re doing that rehearsal before your presentation, don’t just go into rehearsal and say okay bob, you’re gonna do this and I’m gonna do this and rehearsals over. No, you actually want to go through the presentation. You actually want to have people there in the room from your office, they can sit in and watch, provide feedback. I find when you do that. I know some people are are cringing about it, but it really helps. It gets the rust off, especially if you haven’t done a presentation in a while and it just, it just shows that you know what you’re doing and again, taking it back to athletes, they practice, they practice before, you know, if it’s football every sunday, you know, so those are just a few of the tips, there’s a ton of them in the book, but you know, really getting to know yourself in terms of making you comfortable in that room. Probably one of the most unique tips I give though is having some sort of comfort item with you. Something that if you look at just kind of makes you feel good.

[00:53:02.73] spk_0:
I

[00:53:50.70] spk_1:
talk about my one former account executive I worked with who had a water bottle with pictures of her kids on it which I thought was neat. It’s also a good conversation starter and I had somebody else. I I was managing a gentleman that was kind of in a slump per se um was doing a lot of activity but just the money wasn’t coming in and he decided to bring with him um a a watch that his father used to wear and his father was a former VP of sales and very successful and lo and behold he brought that in with him and from what I understand he still brings it with him to large pitches and he’ll say I’m just keeping track of the time when in actuality it just gives him a sense of comfort and calm. So those are just a just a few tips. And I do emphasize the water a lot though because sometimes if you’re in a situation where you forget something and I should have done this earlier with E. S. G. I could have just taken a sip of my water and a lot of times that shot of H. 20. Will just bring you back to where you need to

[00:54:06.77] spk_0:
be. So

[00:54:07.68] spk_1:
those are just a few tips as well for once you’re in that moment.

[00:54:11.95] spk_0:
Excellent. All right Mimi. Well you could do me me meow meow too because you have a mental message, motion and moment.

[00:54:31.27] spk_1:
Yeah. So in the book I talk about me mi mo gets you to the moment and to your point earlier, you know I try to make it easy off the tongue. The me me meow. You had any other, mm. Yes,

[00:54:32.00] spk_0:
I was right. We don’t want to make

[00:54:33.97] spk_1:
me

[00:54:34.71] spk_0:
me, me, me me meow meow. You know people say well I’m talking to an infant now.

[00:54:39.90] spk_1:
She’s

[00:54:41.51] spk_0:
she’s stuttering. She doesn’t she doesn’t even know her own business. So

[00:54:45.93] spk_1:
okay mi

[00:54:50.34] spk_0:
mi mo 123 in and out. Okay. Um anything else that you know, I’ve asked you a bunch of things? Anything that we haven’t we haven’t talked about that you want to leave the folks with?

[00:56:05.32] spk_1:
Yeah. So um a chapter I get asked about a lot too is called pumpkin spice proposals. And um I thought I would just mention about that pumpkin spice proposal to me is a proposal that just has too much unnecessary stuff in it. And you know sometimes you just need the coffee, you don’t need the pumpkin spice. Right? So I challenge people, look at your proposals. You know, is there the feedback I get a lot from corporate decision makers? Is there too much clip art in it. Are you using their logo over and over? You know I have one gentleman I worked with. that’s what the Fortune 500 he said, I don’t need, I know what my logo is. I know what my company does. You don’t have to put the about us in there. I I get it. Just tell me what it is you want and why us. Um I think good proposals are no more than five pages. Um use a good size font. I think in the book I reference like 11 or 12 point font, Ariel times, new roman calibri as possible. Don’t get too creative. And I know this is tough for people because there’s a lot of seminars out there about proposal templates and you know, there’s a lot of training around it. I just like to keep it simple and that seems to resonate, you know, with a lot of the Fortune five hundred’s that I’ve worked with. So I would like to leave people with, take a look at your proposals. And is there too much pumpkin spice and just not enough

[00:56:22.65] spk_0:
coffee, Mimi, momo, periwinkle zombies, pumpkin spice proposals

[00:56:27.58] spk_1:
all

[00:56:28.36] spk_0:
uh it’s all in the book. The book is uh the boardroom Playbook, You’ll find it at the growth owl dot com where you’ll also find Laurie. Thank

[00:56:39.81] spk_1:
you

[00:57:37.29] spk_0:
amazon two. Okay, amazon. And uh there’s a little site called amazon and then you could go to the growth owl dot com if you want to go there. Thank you very much Lori it’s a real pleasure next week thought leadership and content strategy. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. Our creative producer is Claire Meyerhoff shows social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein. Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95 go out and be great.