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Nonprofit Radio for April 3, 2015: Dan Pallotta And Charity Defense Council & Your CEO/Board Chair Partnership

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My Guests:

Dan PallottaCharity Defense Council

He’s the guy behind the 2013 viral TED video “The Way We Think About Charity Is Dead Wrong.” Now he runs the Charity Defense Council, because nonprofits have no anti-defamation cause.

 

 

 

John FulwiderYour CEO/Board Chair Partnership

How do you cultivate this critical relationship? What should they be asking each other? John Fulwider is a consultant and author of “Better Together.”

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer scrub typhus if i got bitten by the notion that you missed today’s show damn piela and charity defense counsel he’s, the guy behind the twenty thirteen viral ted video now he runs the charity defense counsel because non-profits have no anti defamation cause and your ceo board chair partnership. How do you cultivate this critical relationship? What should they be asking each other? John fulwider is a consultant and author of better together on tony’s take to storytelling and a fellowship opening. We’re sponsored by opportunity collaboration, the working meeting on poverty reduction that will ruin you for every other conference. Terrific pleasure to welcome to the show, dan piela he’s, the founder and president of the charity defense counsel at charity defense counsel dot or ge he created the multi day charitable event industry when one hundred eighty two thousand people participated in the aids rides and breast cancer three days that plot a team works created he’s, the author of uncharitable how restraints on non-profits undermined their potential. You probably saw his viral ted video the way we think about charity is dead wrong. He’s at dan, pull out a dot com, and at dan piela on twitter, dan. Welcome to the show. Okay, tony, thanks for having me, it’s. My pleasure. Thank you for being with us. Did i beat the hell out of you when we were kids? No, i you know, be careful, ly i went to high school with a kid named tommy tony martignetti and, uh, the only fist fight of my life and i didn’t fare well in it. And when and when we spoke a week ago or so, i just had to make sure you weren’t the same. Tony martignetti but sounds like, you know, i’m not i i had never beaten anybody up. I’ve lost a bunch of fights when i was young, but i ran away from most of them. I was a pretty quick runner, so that saved me from a lot of beatings. I used to play hockey, i was a goalie, and when i would have a fight with someone with that right handed waffle glove, that was that was nothing for them to overcome that would put them out, right? You’re the big guy big guy in front of the goal, then it’s, right? Save the save the team from from aa a goal and trying to save the world now, are you you still skating it all skating on ice? You know, when the kids go skate and go skating with the kids i got three kids. I got triplets there. Seven there’s, seven years old. And so i dragged escape. Sometimes i tell people triplets really? How many? That’s? Wonderful. Congratulations on triplets. I think that’s great that’s. Terrific. Yeah, wonderful. Why do we need a charity defense counsel? Why do we need a charity defense counsel? Because, amazingly, unbelievably, somehow the nonprofit sector which organizes people on behalf of all kinds of causes is not organized itself. So if you look at any successful movement for change, there are a few basic functions that those movements have that the non-profits sack sector lacks utterly and completely so. Four things essentially first, we don’t have an anti defamation force, you know? So we get the famed in the media all the time, and we have no powerful organized voice to offer the general public and alternative point of view. You know, the gay and lesbian community has the anti has glad the jewish community has the anti defamation league. We have nothing like that. Now, what about independent sector? They would say that they’re they’re that kind of a voice. Independent sector isn’t chartered to be an anti defamation force, you know? So they do their work on the hill, and they try to make sure that, you know, they were originally charted to make sure that that the non profit sector never loses the tax exemption, so that was their original charter. So say they work a lot on the federal level on big public policy issues, but they’re not specifically chartered to be the media organisation any more than, you know, the some of the big, like the the human rights campaign is chartered to be a gn anti defamation mechanism for the gay and lesbian community that’s why the gay and lesbian community specifically has get glad the gay and lesbian alliance against defamation so we don’t have anything with that kind of specific charter and specific expertise. Secondly, we don’t have any kind of a public facing ad strategy, you know, the way the pork producers in the nineteen eighties got together and change the image of pork with pork, the other white milk bottles got together and came up with got milk in the face of big challenges by the bottled water in the sports drink industry wasn’t anything like that were never taken out a full page ad in the new york times to say anything about our sectors of the first two things, the third thing is we don’t have ah legal defense fund. So all kinds of counterproductive public legislation and regulation gets proposed, especially at the state and local level, and we have no apparatus for combating that are educating, for example, state’s, attorney’s, general and last but not least, we don’t have a database, we’re not organized, we don’t have a database of the ten million people employed in the sector, you know, we don’t have anything close to that, so we can’t bring that powerful voice to bear on the issues that we really care about. So the charity defense counsel is to fill those voids. Do you see the statistic that charity’s represent roughly a tenth of the gdp of the country, which would be around a trillion and a half dollars in assets and money through in a year? Do you? Is that something a little more than a trillion dollar annual sector? You know, it’s huge in the end, the idea that it doesn’t have any systematic form of a comprehensive treyz just this morning, as you mentioned, the pork board and milk and you know, i’m learning on the subway that a tablespoon of peanut butter has seven ounces of protein, you know, from the peanut board, so you know, yeah, imagine if you learn that, contrary to popular belief, the amount of money that charity spends on overhead is correlated to its ability to have an impact on them or that it spends on its own growth mohr impact that can have that would be great. We’re actually running digital billboards in very high profile locations on highways in massachusetts right now that tell people don’t ask if a charity has low overhead, ask if it has a big impact and that’s the first time that we’ve ever spoken to anyone other than ourselves about these things let’s talk a little about ah, something that i know you’re a strong advocate of. Ah, investing in fund-raising and what the failure to do that means for for people whose lives we’re trying to save. Yeah, you know the question is always asked, you know, what are you spending on? Fund-raising how much are you spending on? Fund-raising and the question is not what is your fund-raising costing you it? What is your unwillingness to invest more money in fund-raising costing you you know, you look for example, a wounded warrior project they didn’t exist fifteen years ago, and in two thousand six they were spending about a million five on fund-raising on, and they had about five million left over for programs they had about a forty four percent fund-raising an admin ratio, and you look at that and say, well, that’s beyond what any of the watchdogs say, so wounded warrior project should just cut down on that overhead. They went in the other direction, they spent more money on fund-raising so that’s six years later, they went from a million spent on fund-raising twenty million spent on fund-raising their revenue went from ten million to two hundred million. The money available for veterans went from five million to one hundred and fourteen million um all because they were willing to buck the system and invest in their growth and it’s that unwillingness of organizations to invest in growth because of the cultural pressure put on them. It’s literally killing people, it’s keeping these organizations miniature up against the scale of the problem, but they can’t grow, they can’t ever possibly solve the problem what the donor doesn’t realize. The donor thinks i want low overhead because that’s what they’ve been taught, but what the donor really wants is the problem to get solved. What the donor really wants is mohr of the hungry to get fed and, paradoxically, counterintuitively, the path to ending hunger and curing breast cancer isn’t toe lower overhead. It isn’t the lower fund-raising costs it’s increased those things so that we can grow the size of these organizations and they have a shot at combating these problems. I get it, i get enormously frustrated when i see that, um gives to charity are so consistent at two percent of of whatever the aggregate is that it was gross domestic product or something. We’re just way don’t we haven’t found the way to get people to give mohr without taking without becoming a zero sum game, which it doesn’t have to be. Yeah, exactly. Charitable giving has been stuck in two percent of gdp for forty five years now, which means the non-profit sector isn’t taking any market share away from the for-profit sector, it isn’t convincing consumers to give money to charity instead. Of the budweiser into hershey’s, and the reason is it doesn’t spend any money convincing donors to give their money to charity instead of budweiser and her she’s now her, she spent five hundred eighty million dollars a year trying to convince the public to part with their money for chocolate loreal spends one point five billion dollars a year on advertising, trying to convince the public to part with their money for cosmetics. By contrast, susan komen, the breast cancer organization in two thousand twelve spent twenty five million dollars on advertising against lorry as one point five billion, and we would criticize coleman even for spending that twenty five million dollars on advertising. Well, if you don’t let these charities go out into the public media, television, advertising, radio, advertising, newspapers, billboards the way, every other big consumer brando they can’t excite peoples imaginations that can’t compete with the for-profit sector for the consumers dollar let’s go out for a breakdown. Of course you and i’ll keep talking about the work of the charity defense counsel and investment and scalability stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. I’ve got a ton of live listener love we’re going to start in the u s del valle, a texas new bern, north carolina live listener loved to you, lincoln, nebraska and i believe that’s, our upcoming guests. John fulwider who says on twitter he’s hoping for some live listener love i have to admonish you live listen, love is a privilege, not a right, and those who ask for it sometimes don’t get it. So watch that. But i am i am very generous with it but it’s not common to be asking for the live listen love it’s a it’s a privilege daisy missouri st louis, missouri many in new york, new york right here, bold in massachusetts and denver, colorado and live listener love to you and lots of people out west to including san francisco live listener love. And then we got a bunch of broad will get two podcasts, all of massachusetts that you are born. Is that right? Maybe that’s tony martignetti that’s, the tony martignetti who beat beat the heck out of you and he’s listening, tony, i love, you know only because you have the same name, not because you beat up damp latto i wish you could hit you with his hizmet what you call that? That glove is the glove waffle glove. I appreciated you with his rifle glove, because clearly the the anguish and the pain remain. All these years later, you still remember tony martignetti i gotta send podcast pleasantries. Everybody listens in the time shift, whatever device, whatever time, whatever day pleasantries to you and, of course, affiliate affections to our many affiliate stations throughout the country. Love you too, dan. Do you distinguish between impact and outcomes? Do you make that distinction? People do you know, i thought about that before, not really. I i put them in the same category. I don’t, i don’t know. Maybe they’re maybe they’re some p people who ah, are more purist about that. Okay, but now seems a semantic difference only to you. All right, but you want people donors to be focusing on the impact. The lives that are being saved. Changed? Yeah. What impact is the organization having? Actually, you know, the problem with the overhead ratio is it’s overly simplistic. And, you know, we as a culture are addicted to simplicity, so we got to be careful that we don’t trade one simplistic measure for another simplistic measure, and you’re starting to see that addiction to simplicity play out with the measurement of effectiveness now, because okay, so effectiveness has become the new trend. The new buzzword. You got to be careful because if you start rewarding charities for effectiveness, then they’ll start to pursue the problems that are easiest to solve and show effectiveness on because that’s, where the money will be easy to get, especially from grantmaker and and the problems that are more difficult to solve will get orphaned. So you want to ask the charity what? What are your goals? What progress are you making toward those goals? And how do you know? So i don’t necessarily care if you’re making progress, you might be working on a very difficult problem, but i want i want to know whether you care about whether or not you’re making progress. I want to know whether you measuring whether or not you’re actually making progress on the problem, so, you know, i encouraged the average doner look, you’re always going to give to the red cross one when a tsunami happens, you know, when some one ofthe tragedy happens, you’re always gonna give one hundred dollars or something. But in terms of your overall philanthropy, what is the cause you really care about? Figure that out? Which one of you passionate about? Then? Do some research on the organizations that are doing the best work in that area the same way you do research before you buy a car? Same way you do a lot of research before you vote for a presidential candidate, you know you owe it to yourself. It’s your money? You’re a philanthropist too, even though you might be giving a lot less than within warren buffett. Philanthropy means love of humanity you’re a philanthropist respect your money and your investment take the time to get to know the charity called them up go visit them. Go for a site visit. They’ll be happy to take you on a site. Visit that’s the best way to learn about the work that they’re doing. Not by looking at some rating on a website i had the c p a send me ah comment when he saw that you were going to be a guest on hey does audit work, and what he’s seen is the focus on the overhead ratio encouraging non-profits to miss report on their nine nineties putting what are clearly administrative expenses and into program program lines on their nine, ninety or in some kind of financial report? Yeah, well, you know, that’s a that’s a whole kind of a big dark secret in the sector, right? The sector knows that the public wants low overhead, so the sector has figured out all different kinds of waiting to give the public low overhead. One of those ways is by underspending on the things that they really need. Another ways to joint cost allocation. Now i’m a fan of joint cost allocation, but on ly, if your definition of the cause is the same as the consumer’s definition of the cause because you know what percentage goes to the cause depends on hot entirely on how you define it. If you define it very broadly and you include all kinds of expenses that the donor doesn’t think of cause related in your cause related line items, well, then you’re going to show a very high percentage going to the cause. But, you know, you run the risk of duping the consumer if your breast cancer organization and that you know, the donor thinks the money’s going to breast cancer research. But what you mean is it’s going to education and it’s going to events, and some of it’s going to research, then to me, that’s doing it disservice to the donor. We have jargon, jail on non-profit radio, but i think you clearly explained what you mean by the joint cost allocation. Um, but training teo trying to transcend it’s. Ah, probation is hard to come by in drug, in jail. Let’s see, there’s ah, there’s. A joking with you. By the way, you sound like you found dead. You’re not. You’re not taking me seriously. Are you mi dan? Yeah. Yeah. No. Okay. Jog in jail. It’s fun. Okay, no really being admonished. Um, this is ah ah, being adopted in a bunch of states, we’re seeing a regulatory trend where states are enacting by statute percentages that ah, either shouldn’t be allocated to overhead to be on a certain amount or must be allocated to program certain way. New york has jumped on the bandwagon. A lot of states air headed this way. Yeah. In new york, you know, they grants state grants to non-profits used to come with a twenty five percent overhead threshold. Then all of a sudden, as of january, andrew cuomo decided it should be. It should be fifteen percent, you know. On what basis? No, there was one organization, one one watchdog agency that once did a study to find out how much money should go to the cause versus overhead. And they serve in consumers and said, you know how much money do you think should goto overhead? Well, that’s like asking the general public. How long do you think jurassic surgery should take and then using? That is standard for thor asic surgeons. I mean, what does the general public know about how much overhead should be it’s? A complicated question. And it all depends on what you want is an outcome. The feeling is that it’s it’s partially public money because of the charitable deduction. So it becomes a political issue and come political issue. And but people say, you know, politicians say i want a lower overhead. I wanna lower overhead because i want more money going to the cause you know, overhead is part of the cause if you especially if you’re using money for growth if you if you can invest a dollar and fund-raising and turn it into ten dollars, wouldn’t you is a state want to put all your money into fund-raising instead of programs because you can multiply it by ten dollars? So you know, by forcing these charities not to spend on overhead, the state is getting a lot less bang for its buck. Out of its money overhead is part of the cause. Thank you. Outstanding. Ah, what? What? How do you know? How many states there are roughly that air there, even that have enacted these kinds of statutes or or considering them? Well, new york is a standout example right now, but but oregon past legislation that would strip the tax deductible status from from donations coming from charities that don’t meet a certain overhead threshold. Florida was about to do the same thing. Last year, the california attorney general was looking at eliminating the ability of charities to do joint cost allocation. Right now, the california attorney general wants to required charities to make a statement on any solicitation that there’s a professional fundraiser involved and to me, you know so well, why does an apple have to put on their iphone that there were professional engineers involved in people being paid, you know, x amount of money to build the iphone? Those aren’t those aren’t the questions you should be asking, what is somebody being paid? What you want to know is what value is somebody being producing for the money they’re being paid now? It could be somebody’s being paid very low, but they’re not doing a goddamn thing, so they’re the ones you know, really ripping the charity off. So you, you know, you really want to ask not what is the dollar amount, but what is the ratio of value to dollar spent? That’s the important question, you know, any business school student would be thrown out in year one if they didn’t do a cost benefit analysis duitz but we never do them with charity salaries. We look a figure four hundred thousand dollars we so that’s way too much get rid of the person or throw them in jail. You know what? How do you know that person isn’t capable of making for a million dollars in the for-profit sector? And then that that they haven’t produced three times as much in the way of a result of the lesser paid person? Would so it’s it’s just a really simplistic way of looking at the world in it, and undermines the donors and undermines state and undermines the clients that the charity’s ultimately serve? Another thing that i believe you encourage and ah ah, nde actually seth godin does to has been on the show, and he has three things he encourages organizations that do create ship and fail and the willingness to fail. And learn. Yeah, you know, well, that’s a big issue in the nonprofit sector is we don’t want non-profits to take risk on new fund-raising ideas with donor dollars? Well, if they can’t take risks that can’t learn and they can’t grow, if they can’t grow, they can’t solve these problems, you know, we don’t we let hollywood take all kinds of risks, you know, we let hollywood place two hundred million dollar bets on movies like sex and the city seventeen or, you know, the lone ranger which flopped or john carter, which flops, and this is how the big consumer brands learned they place these big bet some of them pay off some of them don’t, and on the basis of that, you know, they evolved, we don’t let non-profit organizations do that. I don’t know of a nonprofit organization that has a research and development budget for fund-raising i don’t even know of one that has a line item for it. I mean, can you imagine if apple didn’t have ah, on rnd budget for the new products that it wants introduce? I s o you quoted somewhere saying that restraints undermine potential just sort of service something all this up? Yeah, that’s actually, that it’s actually the subtitle parent restraints on non-profit attention, mind their potential. I really didn’t want that subtitle because i can’t stand the use of the word non-profit you know the words, it apologizes for itself. It tells us what what we’re against talks about our tax status yes, it does the larger issues. And the word profit comes from the latin for progress so that the term non-profit literally means non-profit gress you know it’s it’s the no sector? No, you can’t have money to advertise. No, you can’t pay people a swell as the for-profit sector does. No, you can’t take any risks, but please solve all the world’s problems for us. You know what i can’t stand is a lot of times i’ll do an interview with a reporter and then the headline writer will will label the story damn pull out of the guy who thinks charity should act more like business that’s not at all what i’m saying, i’m saying that you know we as a culture are not for a moment. Ready to give charities the big league freedoms. We really give the business. So please stop telling them to act more like businesses. If they’re too stupid to do it in the first place, they would act more like business if you would give them the permission to the just this week. Way learned that charity navigator’s ceo ken berger who’s been on the show a few times, eyes leaving. Does does charity defense counsel have any advice for charity navigator in their search for a ceo? They say they want to a technologist. Yeah, i think ken has already left. Um, yeah, i think i think there’s a tremendous opportunity here now, you know, charity navigator was funded by donor-centric new york originally, who had a bad experience with a charity. You know, it was hale house where a lot of the money was going to places that he didn’t feel it was going. And, you know, he made a great contribution of his heart and his wealth, and he felt betrayed. And as a reaction to that, he created charity navigator. You know, essentially for all these years to make sure the charity’s weren’t spending too much money. On overhead and salaries, the intentions, i believe we’re good, but the effects have been destructive now, you know, to their credit, they signed on to this letter telling the public a year and a half ago not to ask about overhead anymore, but focus on what ah outcome the charity is having, i think there’s an opportunity here for some kind of ah, of a merger with other organizations, for charity navigator to become much more nuanced and not so numeric and not so rigid. Overall, though, i think the issue is all of these evaluative efforts, whether it’s, you know, the wonderful work that are taylor does with the better business bureau wise giving alliance charity navigator great non-profits there’s, they’re relatively small in scale, you know, they’re they’re one million two million three million dollar organizations and americans give three hundred billion with a b dollars to charity every year we need on itunes for charity nationally, you know, we need a big, robust entity operation that can evaluate every charity in america using rich narrative as well as america data, it could be updated on an annual basis and that’s going to cost hundreds of millions. Of dollars sounds like a lot, but it’s cheap up against the three hundred billion we give to charity every year. We have to make some excuse me, meaningful investment in measuring all that. And, you know, charity navigator is just a way, way, way too small a scale to be able to do that you’ll find charity defense counsel at charity defense counsel dot or ge and you’ll find dan at dan piela dot com and at dan pelota on twitter. Dan, thanks so much for sharing. Thanks, tony. Have a great easter weekend. Thank you very much. Same to you. Thank you. Bye bye. So long, tony’s, take two and your ceo board chair partnership are coming up. First opportunity collaboration. Extremely useful contacts, projects funding. It opens people that was from last. Year’s delegate alberto vasco is president of society edad e dis capacidad in saudi’s, peru. It is the single most productive week i have spent all year. That’s gretchen wallace, founder and president of global grassroots dar for haiti, rwanda, uganda and the u s opportunity collaboration is a week long conference in x top of mexico devoted to poverty reduction throughout the world. It’s coming up in october, i was there last year. I’m going again this year. If your work is it all related to poverty reduction, check it out. Opportunity, collaboration, dot net. I have a new non-profit radio knowledge, base storytelling, the best non-profit radio guests on the subject of storytelling. The video and links are at tony martignetti dot com. Are you a millennial interested in measuring social good, then evaluate for change, has your next career move they’re recruiting for their millennial non-profit data fellowship. The ideal candidate is a millennial, employed or volunteering at a non-profit and dedicated to using data to improve the social sector. The fellowship is part time and includes training, mentoring and a final capstone project. The application deadline is april thirtieth. Apply at evaluate for change, dot com. I am being honored by a non-profit that saves lives in the dominican republic, they bring water to the poorest of the poor in the d r the organization is hermandad and i’d really like non-profit radio fans to be honored with me by giving to herman dahna i’ve been supporting the charity for several years, and i would love for us all to be honored together on april twenty third video is that tony martignetti dot com and i thank you for thinking about that, considering that that is tony’s take two for friday, third of april thirteenth show of the year john fulwider is with me. He helps non-profit chief executives, he combines coaching, teaching and training toe work exclusively with high achieving ceos. I want their leadership teams and boards to row in the same direction. His latest book is better together non-profits ceos and board chairs get happy and fall in love with the mission hope the book is shorter than the title. John he’s at john fulwider dot com and on twitter he’s at john m fulwider welcome john fulwider, thanks so much, tony, its honor and pleasure to be here. Thank you. I’m glad. And you’re you’re calling, ah, from omaha, nebraska. Is that right? Lincoln, nebraska lincoln, nebraska pardon me. I gave you live. Listen, love to lincoln. Pardon me. That’s. Right? Lincoln i hope you didn’t take me too seriously when i was admonishing you about requesting live listener love. Careful, they’re not at all ok, good. Don’t take. Nobody listens to call it it’s all in good fun. Okay, your book is ah siri’s of questions, which i love, that that ceos and board chairs should be asking each other. What? What shortcomings do you see in this relationship? That you want to be a partnership? You know, i wantto start with the possibilities that you can achieve from a really healthy and successful partnership before i get to the shortcomings, if i could. The possibilities are amazing. Too high achieving, growth oriented, talented, passionate people can really support each other and accomplishing together for themselves, for the organization and for the mitch and something they wouldn’t be able to achieve a part. And so it can be a really fulfilling effort asked, spend their wanting two, maybe three years of the board chairs leadership term together, really accomplishing something that they could both feel proud of at the end of those years. Okay, um, but i’m still gonna ask my question. Don’t be an anarchist now taking over the show. What? What? What now? I got two shortcomings or what? You know what? What’s typical of the board chair ceo relationship that that you see, and when you build that strong partnership, you can avoid a number of pitfalls. One of them is just failure to develop trust and transparency in your relationship, which was really the bedrock for leading together at the start. Next up, you can sail to communicate often enough, and as a result, neither the board chair nor the chief executive gets what she or he needs in terms of information to even run an effective board meeting, much less provide some really inspiring strategic direction to the organization. And the last thing that you can do is fail to establish clear expectations of each other. So you’re sort of casting about rudderless, not really knowing who’s. Responsible for what? And that’s not a fun or indeed fulfilling a productive position for either of the leaders to be. How about that trust the how do people? In these positions, let’s, take it’s ah, new relationship either. Well, the board chair is new, or the ceo is new to the organization. How do we start to build build that trust? You know, it really just begins in conversation, tony change begins in conversation conversation with your most important partner that being your board chair, if you’re the chief executive, the chief executive, if you’re the board chair, it’s just a matter of starting off the relationship, right with some open ended kind of deep questions that let you start to develop that trust and transparency from the very start in the book associate in the workbook associated with the book, i have lists of those questions that go from sort of short to medium so long, and you can kind of customize it based on the time you have, and you have them broken down into categories and then within the categories, there are lots of different topic areas marketing and accountability, and that’s right succession planning. So i really like this question and answer that i mean, i they’re they’re all questions to stimulate conversation and conversation hopefully is going to be honest and open and that helps us get to trusting partnership. Indian. Yeah. Ok. It is a virtuous cycle. Okay. All right. Let’s, let’s, talk about some of these questions. I like them so much. Um, you don’t mind if we start with marketing, do you? Would that be okay? No. Let’s, let’s. Go right into it. Ok, so you’re the way it’s laid out is you give some perspectives, cem quotes for thinking for the people. Tto consider on the subject and then ask your partner and there’s. Lots of ask your partner questions. And, uh, you know that you ask some very basic ones around marketing. What should our message be? Who needs to hear it? Where? Where does it need to be? Can two people, though sitting in a room together, answer these? They can begin to answer them, tony. And in a way that generates questions for other people. Let me use one of your previous guests as an example of how this could work. So you have a guest one or two weeks ago, talking about your board as brand ambassadors. And there was that there was that question, as i recall about, you know, what does our organization even do in terms of category where we capacity building organization or were we making social change organization? I believe your guest said, and and that’s a question that you and your board chair i’m just going to talk from the chief executive’s perspective because those of the clients i work with you can ask your board chair well, bored share what d’you, how would you categorize our organization and then ask your board chair? How do you think your colleagues on the board would categorise the organization and that helps the board chair decide? Well, hey, maybe i need to lead a discussion on this at the next board meeting because i’m not sure and i want to find out. So starting a conversation with your board chair starts conversations that she or he has with her or his colleagues. Okay, so these are not going to be questions that we’re going to sit down in a couple of our long meetings, and we’re going to have answers to no, we’re not going to figure it out for ourselves, but we’re going to we’re going to start the conversation. We’re going to use our knowledge at my knowledge as the chief executive of the leadership teams perspective and the board chair her knowledge of her colleagues on the board, their perspectives. We’re going to use it to narrow dance on our information, gathering our question asking for our colleagues. Okay, by the way, that guessed that you were referring. Teo, your board is brand ambassadors. Two weeks ago was roger sametz, um, also with the also in one of your marketing questions looking internally, how good a job are we doing? Getting our message to our own board and staff, you want some introspection here? Yeah, absolutely. I mean, one of the one of the challenges that that i i always here when i’m working with not-for-profits is the staff in general are pretty dissatisfied with what they perceive as the boards level of knowledge about and interest in the organization. And then what i find when that when when we really examine it, the board tends to have more knowledge and information about the organization. Dan was the staff perception and so conversations about marketing and branding and the, you know, sort of internal outside perspective on the organization can be sort of a safe and comfortable way. For people to get rid of negative assumptions they might have about their colleagues. Okay, i’m going to move to one that also i find interesting internal threats to the organiser from like you ask who is a flight risk on the board who air flight risks on our staff? This is right. This is very, very good, like risk-alternatives would call it too. Yeah, absolutely, and it’s it’s something not not every organization really has the time or bandwidth to consider, but it is pretty hard to attract high quality talent. You are not for-profit organizations for various reasons everyone’s familiar with so once we have a really talented, high achieving, competent person on board, we need to take special care to ensure that we retain that person by continuing to challenge her or him offering a clear way up in the organization and so on. That could be the downside of term limits indeed, a can on the on the board side and boy, you know, if we get into the question of term limits will get into the question of government governance structures, and this conversation will get too complicated and i will wind up in jargon. Jail well, but you’re well, i’ll put your there, i’ll put your but they’re easily so you may end up there anyway, but let’s not let’s, not let’s. Not underestimate the capacity of non-profit radio listeners. The very sophisticated audience. Ah lutely. So i think they’re up for ah, governance conversation. We may we may get there, you that’s one of the other topics that you have questions around governance and accountability, but oh, i mean, if i can, if i can address term limits for just seconds under under governance, you know, that’s one of the frustrations of building a partnership with your board chair is that it’s a short term relationship. You could be doing all this work that i recommend, and i recommend doing a lot of work on this relationship only to have that person term out of the board chair seat one year from now, maybe two years, probably at the most three years. So term limits are a big deal in this context. I’m going hyre but as we’re identifying let’s say, you know ah well, who’s, the who’s a flight risk on the board we should be then the next question is going to be, well, what’s our succession plan for for that well, flight risk or, you know, whether it’s, term limits or whatever, for whatever reason president is going to be the position. So how do you how would you feel about having a neg zsystems chair and the planned successor? Whoever that is, the vice chair, whatever the the chair to be named in this conversation, could we do this is a three way? Sure, we definitely could do that. The first thing you need to do is have the two way conversation where you’re building the solid partnership with your board chair and honestly, if that’s all the two of you have the time, space and bandwidth to do. Just stop there, because you’ll be ahead of many other people who are in a leadership partnership. But if you can, by all means bring device chair, they’re elected the president elect that sort of thing into your discussions on dh and talk about how we can keep the strong leadership goodness culture flowing, but then also talk about how we need to customize the relationship to the prospective, the incoming board chair, because the nature of building trust with that person setting expectations, clarifying rolls, and the style and manner and frequency of communication, it’s all going to be different for that new person. Yes, customized, not not cookie cutter. And, yes, not one size fits. All right, right. That’s, that’s, offensive to the incoming person. Then, you know, right, alright, loss of trust there. We just have a minute or so before a break. Um, you would also like us under internal threats, to be looking at which of our programs is below par or failing. Sure and and that’s a great conversation. Tio have with your board chair, because you’re bored. Chair isn’t in the organization twenty six hours a day. Thinking about it, like like you are, doesn’t have probably that attachment to each of the programs, and so can offer and unbiased mohr outside view at what is working and what is not in the organization and honestly, can help you strategize about how to do the influence campaign necessary on your board, and indeed, with your staff, and maybe even your thunders, to eliminate a failing program in order to allocate resources to something that is creating social change. Let’s, take a break. When we come back, john and i are going toe. Keep covering some questions that the ceo on board chair should be asking each other. Hang in there. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth godin, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Got lots more live listener love tons of live listeners today serbia is with us life listen, to live out there. Mccarty in the philippines, mexico city, mexico. I’ll be flying there in october on my way to stop a for opportunity collaboration. Go through mexico city, reservoir, australia, bogota, colombia, seoul, south korea several in seoul not surprised. Always appreciative. Thank you very much on your haserot in japan, kawasaki and tokyo konichiwa also aspired. Germany good dog, it’s. Amazing let’s, bring it back to the u s newport news, virginia, omaha, nebraska. John omaha, eyes on and multiple in lincoln, nebraska so you’ve got some family there. I don’t know some people love you in lincoln, nebraska and pflueger ville, texas i love pflueger ville! Welcome live listener love to each person listening live. John, do you mind if we, since we’ve sort of headed in this direction to look what some succession planning for the for the board chair and for the ceo, we’ll do it, we’ll be okay. Your questions for for those two are pretty similar, so i would just take him in a bunch recognizing that nobody’s going to be in the position forever. What? What skills and qualities do we need in our next chair and our next ceo? Right? The reason i include the succession planning of questions in the book is because it really gives away toe have that conversation about succession planning, which is so sort of inconvenient and awkward and about your own mortality on a regular basis. What i recommend is that people go through this list of twenty four strategic discussion topics with their board chair one at a time really go through the entire list um, twice a year, so they’re having forty eight weeks of conversations taking four weeks off, but this just brings it up automatic so that it’s not awkward. Now that’s a that’s. A lot of time to ask. Ah, volunteer to spend is that you have you have clients that are doing that. This is realistic. Ideo i do have clients who were doing that. Okay? And what do we say to the board chair? Who may be reluctant to spend that kind of time? We’re talking about at least an hour a week, right? Sure. I mean, it can go faster or slower than that. What we say to the person is, i value your counsel and your input. And i know you joined the board because you felt like you have something to say. Um, you, you cared about the mission, and you felt like you had something to say about advancing the mission and getting mohr done for the social change cause that wee boat care about. And so i simply want teo give you the opportunity to be strategic about that as often as possible. And i promise that in our conversations, we’ll try to keep it at the high strategic, interesting and compelling level and away from boring taxable day today as much as possible. Yeah, yeah, for sure. We want to encourage the board to be looking at bigger pictures and not what the office supply budget line should be. How about let’s? Look, a little external. Now we’ve been doing a lot of introspection. You have a section on meeting community needs, right? I mean, this, the basic. What does our community need from us on dh? How are we doing in providing it? Yeah, this is this is really a question i like to use, teo, inform strategic planning processes. And so what i what i see this conversation as tony is ah, logical and easy progression from, uh, tapping the strategic thinking capabilities of the chief executive and the board chair and then moving that discussion to the executive committee or the officers of the board and then moving it from there to further board members in, say, a strategic thinking slot on the board agenda and then moving that all the way to the strategic planning retreat. So strategic conversations are happening constantly at all levels of the organization, but starting at the top it’s kind of like one of those chocolate fountains that you see at wedding receptions and so forth where it’s this yummy, gooey, rich chocolate and it bubbles out of the top, and it flows down to the next layer and the next layer, and then it bubbles back-up from the top strategic thinking happens in organizations the same way, okay, we don’t have to explain it to the person or maybe the people we’re going to have these conversations with as a strategic planning process, dewey. Because that has a lot of it’s our baggage to it that maybe people aren’t ready to take on or, you know, we have, you know, you’re completely you’re completely right, tony, i’m i’m working on a year long strategic planning process with a client right now, and as i’m doing the strategic, the preplanning interviews with the leadership team, they’re being kind enough to tell me, hey, some of us have some trepidation about that. The board says that has as well, you do want it to be clear at the board chair level, though, that you have a shared responsibility to, no matter how you phrase it or how you present it. Teo, get strategic thinking happening throughout the organization consistently. It can’t be something you do just once a year, okay? Or once every three years or something, and then it ends up on the show, which would be even worse. Okay, yes, these are that’s true and seen it this way. But these are very good strategic planning questions, even if you don’t want to call it a strategic planning process there. Very good strategic questions, i guess is what i mean. Um, you have a section on external threats. And we just have about a minute left. But so let’s. Just throw out that we should be looking at who’s, doing a better job than we are at providing program. Right. And that’s a that’s. A question that your your board chair is especially well suited to help answer she or he may have the answer himself just by being virtue of being a philanthropist in the community, caring about the issue, seeing what others have to say or your board chair main not know the answer himself but can go to other, uh, you know, really connected on that particular issue. People on the board who then can offer some information that again comes from somebody who has that outside. Unbiased, not thinking about the organization, you know, more than twenty four hours a day, like twenty six hours a day, like the chief executive is all right, lots of strategic and thought provoking questions. In the book, you’ll find it at john fulwider dot com. And john is on twitter at john m fulwider. Thank you very much for sharing john there’s. An even better link, tony at better together leadership. Dot com it’s, easier to spell. All right. Thank you very much, john. Thanks, tony. Next week. Do you know the agitator at agitator dot net? He’s. Roger craver and he’s with me. Next week, we’re going. To talk about donorsearch retention. If you missed any part of today’s show finding on tony martignetti dot com, where in the world else would you go, i think you have to be, ah, be over twenty to get that, i believe maybe, or maybe not. Maybe it wasn’t that long ago, but i hope you get it. If you’re over twenty opportunity, collaboration with world convenes for poverty reduction, it’ll ruin you for every other conference opportunity. Collaboration. Dot net. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer show social media’s, by susan chavez, susan chavez, dot com and our music is by scott stein. He was me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Yeah. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff, sort of dane toe. Add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five.

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Nonprofit Radio for June 26, 2013: Intuitive Brainstorming & The Pallotta Pall? II

Big Nonprofit Ideas for the Other 95%

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Karen Garvey
Karen Garvey: Intuitive Brainstorming

Karen Garvey, author, speaker, intuitive and coach, describes the why and how of intuitive brainstorming. It’s not your mother’s brainstorming.”

 

 

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Gene Takagi
Gene Takagi: The Pallotta Pall? II

Have you seen Dan Pallotta’s viral video from TED? It’s called “The way we think about charity is dead wrong.” Our legal contributor, Gene Takagi, principal of the Nonprofit & Exempt Organizations law group (NEO), continues the discussion from 5/10 on how we got here and what would need to change–and should it?–to achieve Pallotta’s vision of a more free-market charity sector. Also, a related conversation about the attention being given to overhead expenses as a means of measuring effectiveness.”

You can view Pallotta’s TED Talk here:



 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. Isn’t it comforting to hear all that you know, you’re in the right place. It’s friday, june twenty eighth twenty thirteen so pleased to be back in the studio even though it was your last week, too. I just love being here so muchmore than pre recording oh, i hope you’re with me. Last week it was get out and positively communicate. Sharon abbott is the author of mixing it up the entrepreneurs new testament we talked about networking your non-profit recruiting and hiring motivated people and positive communications. Sharon read my face to tell what kind of communicator i am and sec secrets. Maria simple is the author of panning for gold. Finding your best donorsearch prospects now and our monthly prospect research contributor she struck research gold in sec corporate filings. I hope you’re with me last week, i’d endure a cubine it’s ulcer if i heard that you had missed last week’s show this week intuitive brainstorming karen garvey, author speaker, intuitive and coach describes the why and how of intuitive brainstorming it’s not your mother’s brain storming and the ppa latto paul part do have you seen dan pallotti’s? Viral video from ted it’s called the way we think about charity is dead wrong. Our legal contributor jean takagi. Principle of the non-profit and exempt organizations law group continues our discussion from may tenth on how we got here and what would need to change. And should it change to achieve dan, pull out his vision of a more free market charity sector. Also the overhead myth letter between the guests on tony’s take two. It is my block this week, which is are you having fun? I’m talking about mermaid parade type fund. My pleasure. Now to welcome karen garvey. On september eleventh, two thousand one, she received simultaneous information about what was happening. That was her first experience. Learning something not through earthly means. Over time, she discovered how to intentionally tune into this connection through this conduit to universal knowledge, she provides insights for coaching seminars, media and books. You’ll find karen at the answer’s unlimited dot com. Karen garvey, welcome. Well, thank you for having me, tony it’s. A pleasure. Thanks for joining me in the studio. Um, september eleventh. What? What was happening for you then? I have an mba, and i was working as an independent business consultant at that time. So i was working out of my home and what i would typically do wood was go out for iran a few mornings a week before i began the day. And when i returned from my run about five to nine that morning i was standing in my driveway, punching the key code in to get the garage door to go up. And as i was standing there, i received information about what was happening, a visual, a sense of it, almost like a download of knowledge about what was happening. And since i live about an hour from manhattan, it was impossible for me to have any physical clues about what was going on. I put it out of my mind. I thought it was just a awful thing to have appear in my brain, if you will. But within under a minute, i had the phone ringing, somebody telling me to put the television on. When i put the tv on, it was at the moment where the broadcasters were making suppositions about what had happened to the first tower, and they were saying that a small plane and gotten off its course. But i was able to immediately connect that what i had experienced in the driveway was that i understood and comprehended what was going on even without my knowledge or being there. So i guess the big moment for me was that, you know, coming from a more intellectual background and only really caring about things that were academic and scientifically proven. It was my first experience knowing that our conscious energy is not connected to our body. While you were punching in the key code, you knew that this was happening in new york city. Yes. And you knew that it was more than just a small plane off course over jimmy. Yes. I knew it was the beginning. I knew it was intended. I knew it was planned. You know, i knew that it was oven attack nature s so yes, i got that information with sort of like a visual as well. Do you know where edward snowden is going to go for asylum? And you tell us what country he’s headed to? Wow, if i could do that. I probably wouldn’t be sitting on the air with you telling me you wouldn’t think that this is a place to reveal this is no, nobody listens to this show. Only nine thousand. But this is the place to reveal where but okay, but what do you mean you’re your bio says universal knowledge. What does that mean? What? What have come, teo, understand? And, you know, after nine eleven, it took me a while to find any language for what had happened. And then it took a lot more occurrences of receiving simultaneous information of things that were happening before i could comprehend the experience. S o i’m pretty much self taught learning how to remove my conscious thoughts from what i’ve learned from my learned experiences. You call it getting out of your body or getting out of your way whatever you wanna call it. But i learned that i can connect with non physical sources for information, and any information i get from that source is far more comforting. Liberating. It resonates with me more far more than the things that i have learned on earth from people s o what i find is it’s, is it? Some kind of a miracle or gift? I don’t really think so. I think we’re all very intuitive. It was just a confluence of events that day, you know, the magnificence of the amount of conscious energy that was being shared that day, plus the fact that i had just been for iran, so my mind was quiet and also my family and i had some personal connections to that date, so it was also intimate, so and i don’t know if that confluence hadn’t happened if i would’ve opened up on that day, but all it did was help me to find this extension of life that taps into universal knowledge, and i think that we all do it in one way or another. We just might not have a description for it or know howto how to capture that knowledge. Yeah, i mean, i certainly feel intuitions strongly, i think when i’m leaving my apartment that maybe that i’ve forgotten something. Yes, and sometimes unwisely, i dismissed him ends, and i don’t even think, oh, no, i’m not i’m not forgetting anything. I just dismissed them, and then i get on the subway. I realized i forgot to bring my my apple elected an apple each time on the subway and got my subway apple or, you know, i did forget my workout clothes or something, but there then there are times when i will pay attention to it, and i’ll stop and i’ll think, what am i missing? Yes and something. Ah lot of times not not every time, though, but a lot of times something does occur to me, and i could go back and get it before i leave my apartment. I mean, that’s, that’s, intuition. But but how do we how do we connect to that? The sort of on demand, which is what you’re what you’re describing, i mean, and you’re working coaching and workshops, you know that i can’t i’m not saying i can conjure it up. Yes, yeah, and maybe conscious, not ivory. I don’t mean that in the demeaning i understand. Exactly understand? Well, you know the what it is, it’s kind of like finding the place that your brain goes, if you will it’s almost as though i could feel shift in my brain when i’m open to that conduit. So it’s practice, practice practice i like to think about it, like, did you ever see those images? Those aren’t images that it looks like just a bunch of small dots or pixels. And when you step back and you look at it and use you, bend your eyes, it turns into a three day when you’re seeking it and seeking it and seeking it it’s flat and two day. But the day you see the three day you can practice to keep finding it and it becomes easier it’s the same way with this connection. When i practiced, i can see the three day without effort anymore because it’s so practiced, i practiced the muscle in there for me now nufer let’s translate this to something that small and midsize non-profits i think, can benefit trump. Why? I invited you to talk about intuitive brainstorming. What? What is this? Generally? Okay, what it is it’s it’s. First of all, it’s about suspending doubt that we are creatures that are finite and that we’re separate. First, you have to understand that we are connected and that there is this universe with infinite wisdom that’s trying to guide us in the direction of our focus. So what we do when i go into organizations as we begin by setting a goal, and that goal will be to overcome whatever challenge or limit the organization is experiencing. The moment whether it’s, you know, staffing issues or trying to find new creative ways to raise revenue or a new marketing idea. But whatever it is, we set a goal, and we have what it would be typical brainstorming rules. Ah, that we apply for the process. And those rules include that we’ll get to those. Okay. More, general. Yeah. Yeah, no problem. And so we just set the course of working toward our goal. In a way where there’s no interruption. We have an hour to think about it, and we start to put our energy and our focus toward that direction. And however many people department heads, or if it’s a very small organization, everyone whoever’s in that room is somehow connected to the end goal and feels as though it’s possible to get to that end goal. Can we apply this where we have maybe difficult relationship with some some fellow employees? Or maybe, ah, relationship with board members or other volunteers? Can it work with personal relationships? Also it definitely can and that’s. One of the wonderful things about it. Is that just the process of knowing that there’s no judgment or criticism or bad ideas during that one hour, it allows people to open up the possibility that they might not have thought of otherwise. It gets, you know, it gets the thinking part of you out of the way. So the more creative ideas, things that come more from intuition and from love and from heart and soul, can come forth, and those usually are the better solutions. In the end, we’re gonna take a break, and when we come back, we’ll start. I just want to probe a little more the way the universe is guiding us, but then we’ll get into some details about intuitive brainstorming. So after the break, karen garvey, of course, stays with me, and i hope that you do, too. Talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe right growth for your business, call us at nine. One seven eight three, three, four, eight, six. Zero foreign, no obligation. Free consultation. Check out our website of ww dot covenant seven dot com. Are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality. In fact, its ideology over in tow. No more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp. Your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com. For details. That’s, ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. Time to send some live listener love let’s start abroad today. Beijing chung ching and shanghai, china welcome live listener love ni hao seoul, south korea always lovely always always glad to see south korea checking in on your haserot and in japan, tokyo is only one person in tokyo or multiple. Sometimes there are multiple multiple people in tokyo. We don’t know exactly where you are, but do you know each other? I’m are you all in a coffee shop together for for our listeners in japan. Konnichi wa ann arbor, michigan. Newport, north carolina. Malvin p a thank you for checking in live listener love to each of you and there’s more coming talking with karen garvey, author speaker, intuitive coach we’re talking about intuitive brain storming let’s say a little more wood. Well, actually not not. Let us let you can. I don’t understand it about how the universe is is guiding us. I the way i see things now is that we we either live awake or asleep when we’re asleep. We really think that this is a solo flight. Maybe you can have. Tea members or friends or people that support you, but you think pretty much that this is your journey, your legs, your brain, and you got to do it on your own. But as soon as you start to awaken, as soon as you start to understand that there’s, this infinite power that we are connected to that is eternal that’s with us before we’re born and will be with us during this journey and also be with us after we you know, after we pass on, then you start to be able to find ways that you witness this interaction, what i usually do with clients, even an intuitive brainstorming as i start to ask them to become aware of it if you’re not aware of it by asking a question of the universe every day and expect that you’ll get an answer, because this will train you to start to witness the signs in the way that the universe is connecting with you or communicating with you. So, you know, in the beginning, keep it light hearted and playful because you don’t want to have your first question be life or death. It’s, it’s a little bit harder. To discover the answer that way, if you’re very very invested in the outcome, or if you haven’t expected desire of how it will turn out. But if you start with something playful, you’ll start to see that the answer can pop up in an e mail or by someone’s conversation online. Behind you in the store, it can come through maybe not new york city so much, but where i live, it comes on vanity plates on license plates. Quite often, it can come on a sign on a building or a passage in a book, but you allow yourself to be able to accept the answer so that you’re you’re strengthening your ability to understand how we are connected and how we are guided, you know, and often times you’ll see two or three responses to the same question. So it’s about practicing it’s about seeing something differently. Also another way to strengthen this is to take stock of how you are intuitive and there’s a lot of ways, we are intuitive that many people aren’t taking taking ownership of like what you were saying earlier about that gut feeling, i left something in the apartment, but there are other things, too, like thinking about somebody that you haven’t seen in a while, and then they contact you. Ah, another thing would be just to have a sense of turning in a different direction and finding that when you made that turn opposite of what your logic would say, that there was a good reason to do it or not taking that turn and finding out that you should have listened to that feeling. Another thing is, we we oftentimes can get messages or visits from past loved ones in our dreams, and they feel very different than dreams. They don’t feel like they’re imaginative play. It feels like you’re visiting with this soul and that’s, another avenue toward understanding intuition. I have, ah, very dear friend who says there are no coincidences. Do you agree with that? I just phrase it differently. I just say that a coincidence is a purposeful intersecting of events. So, yes, there are coincidences and they have purpose, but you define them as having purpose, yes. Interesting. So, yeah, i mean, i i had something like that just this past week. I was thinking about someone contacting them, and then i got an email from them that’s it, uh but you okay? So you’re suggesting starting with a question a day now, i was thinking something like, you know, where should i have lunch today? But you don’t want to. You don’t want to be that trivial in the beginning. It’s kind of nice to make it that trivial because it’s easier to find the signs when you’re not that emotionally encumbered by the answer so you can find things that are just lighthearted. So if you’re thinking, you know, if you’re thinking of going to the smoothie place versus going to the chinese place, it’s not that difficult to find a sign, you know, you might walk out of here and trip over a pineapple, and that might indicate you should go to the smoothie place. Well, but chinese, they have sweet’n sour point way. You’re gonna wait for your second land. Okay? Right now. All right. So starting with something simple like that is okay. It’s actually easier. Much easier. Preferred. Okay, so, let’s. Go back to the intuitive brainstorming. You will lose to some of the rules. And i didn’t want to get too specific at that point. But what what are, uh, what does? Well, the second step back. How do we get started? Who? Who should we invite into our brainstorming process? You said you mentioned doing an hour session. Yeah. Who should we invite to this? It really depends on what the goal is. So any player that has some kind of responsibility or some kind of task that’s oriented toward getting to that goal should participate. So that everybody’s, aware and everyone’s energy thought energy and feelings and beliefs are all vested into the process on dh it’s about setting forth. I like one hour. Because for the average person, it takes us about twenty minutes to set ourselves aside and get out of the thinking part. We we really do critique everything and oftentimes criticize everything. So the judgment part of us, when we start to get into a more playful, imagine imaginative and creative arena, it will start. Teo, allow us to dismiss judgment and being free of judgment is a very, very important application here, so that’s part of the reason for blame being playful. I usually encourage the teammates too. I kind of have a little bit of a contest that the more outrageous the suggestion, the better, because here’s, the way i look at that, if you are going teo, aim for one particular star that’s between us on the moon and you’re only aiming for that star, you know, we might not make it, but if you aim for the moon there’s a better likelihood to get to that particular star. So if you go for the really outrageous answers, it’s going to help you to seek beyond what your typical boundary would be, and to get past those limits that would normally come upon you it’s also important that there’s no interruptions for that hour because interruptions change our focus. Like just as i was saying, how going for a run helped me to get out of myself being uninterrupted and to be playful and to have a very positive atmosphere in this circumstance helps you to stay imaginative and creative. It helps to keep you more right brain rather than left brain. You have all the time in the world to be left brain after the intuitive brainstorming session, but right now, it’s about getting creative and get an imaginative and being playful and being free and believing an infinite possibility. How often should we do these sessions? It’s it’s multiple times, right? Yeah, in the beginning, i suggest that people do it once a week because you’re exercising muscles that you’re not that familiar with. I have the same purpose in goal, and if the goal is a very long term goal, i say about a month of once a week and then you could go down to once every two weeks. If you’re finding you really have momentum even once a month after that to maintain that energy moving forward. Okay, should there be a leader of the group or is everybody equal? I usually have someone that’s, a facilitator, not necessarily a leader, but that is very familiar with the structure, you know, tries to encourage playfulness, tries to encourage people to be without limits, nonjudgmental noncritical on someone and ensuring that everybody else is especially non judgmental. Yes, everything is allowed. Yes, more. As you’re saying, the more playful, the better. All right, so we’ve done we do several of these sessions say over a month, what do are we starting to make a decision about how we’re going to proceed or we looking more for signs at that moment? Where are we now after for these let’s say, well, we’ll have a recorder, so every idea will be recorded during the session, so we’ll have a place that we can go back to initially, you know, want to take any speedy action. It’s not about developing your plan in that moment. It is about now going out, having all players seek and say, you know what? We’re in this together with this universe, there are some good ideas there might not be. The ideas that were thinking are the best in this moment, but give us evidence, give us signs, put a stepping stone down in front of us won that we feel is viable, and we feel that we can move in that direction. So in the next week you come back any share stories or even during the week, if you’re bumping into people, you can share stories because sharing stories gives validation, and it helps everybody to suspend doubt and to encourage not needing to think that this is off an off limits topic, so the more encouragement you get, the more people will see signs where they are starting to appear everywhere, from dreams to vanity license plates. Exactly. So we’re sort of opening our mind two on our consciousness too signs that i don’t know what would they have been there otherwise we just wouldn’t have recognised them. How do we hear is that? You know, for may i still really prefer the scientific ideas behind what it is that i dont here’s how i began to understand signs, because for me, it’s like really, you know, if i’m listening to tony show today and all of sudden he says the thing that answers my question, what did ugo did the universe take over tony’s brain? Enforce that sentence out of his mouth that doesn’t. That doesn’t make sense to me, but here’s how it really does work that there’s no such thing as time, so your answers are in the universe. But what the objective of this guidance is is to get you to pay attention to where the signs are so often times you have to understand that conscious. Energy is vibrations thought energy is waves, wave energy intersects with other intersects with other wave energy of other conscious thoughts treyz closely in jargon jail. Now we have a jogging jail here you haven’t you haven’t transcended basically and that’s not what i mean transcended. You haven’t transgressed okay having transgressed, but you’re, you’re almost your close transcendent. The idea is simply that, like we can’t see radio waves, but we can hear the music. The same is true with thought energy, and if your thought energy is intersecting with someone else’s thought energy or with a non physical source of energy, you’re not aware of it. It still feels like your thoughts so you can actually be prompted to think toe look at assign toe look to the left to listen to the lyric of a song and that’s the that’s. The way that it works is that you, it’s basically, like, think about an invisible couple of fingers being put on your cheek asking you to turn to the left or turn to the right or look up or listen well, i whenever i had a break up when i was younger, i always thought, you know but everybody thinks it’s the song lyrics are talking to me about how how melancholy i’m feeling but i think that’s ah, well, maybe it’s coincidence with purpose. Yes. Ok. Could be helping you through the process, is there? Ah, a minimum number of people that that this really works well with me is like, is three enough for there really? Isn’t even two people can really very powerful on dh, not self censoring. Really? Yeah. No. Yeah. Even two people is very effective. As a matter of fact, there are often times just teams that do this and you don’t even have to have the same objective. If you’re working with just one other team member, you can give a half hour to one person’s purpose and one half hour to the other person’s per purpose. If you have a very small organization, it still is effective. Having at least two players, though, helps your own personal bias is to be removed through the vision or the eyes of somebody else. Okay, i like the idea that this could be ongoing. So we could just schedule this hour a week, and maybe i have several devoted to the same. Topic and then switch topics but always have this sort of playful our you have organizations that have have done that devoted time to this over the long term. Yes, i have organizations that this is just a part of their business process. Now for two, three, four years it’s just been an ongoing part. Everyone gets used to that. This is when it’s scheduled this is when we meet, and they do look at it as the fun hour of the week share a client story, one of one of those longer term organizations can you ok, here’s a good example for fora non-profit often times, the biggest challenge is thie ongoing process of fund-raising especially if the fund-raising methods are finite and you need to raise revenue on an annual basis, and you’re starting from scratch, scratch fiscally every year. So one example of something that came out of the brainstorming for one come company one organization was that it’s, an organization that helps young people between the ages of fourteen and eighteen who have started to have issues with the law or with drugs or other different problems, and it gives them a place to maybe find different traits or characteristics within them while being guided by a support staff that can help them. And the challenge definitely is in fund-raising, you know, they have their gala, they have their golf outing. But what was generated from this process was the idea that thie donor-centric a child and have real communication with one of the people that he has is in contact with. So it’s monthly communication, maybe even photographs, a man indication of what kinds of really cool things is being done with their money and their donation. So what that does is it takes it from ah, one year donation of such and such amount of font and then it’s out of their mind, and it becomes a subscription. So every month their credit card is processed, and they have this relationship with the person which encourages them to stay with the subscription. And that came out of intuitive brainstorming works outstanding. Um, share what? What it is that you love about the work that you do with clients, whether individuals or or organizations or companies there’s a lot of things that i love about it. But one is certainly that one is definitely that. Thie benefits that you see in your business, and when he’s starting to see more abundance and more possibility and more wonderful things coming your way with less effort than you used to put in. All of that starts to kind of overflow into your personal life too. So the principles are the same. Whether you’re having these successes in business or you’re having them in your personal life, the principles are the same. You’re exercising muscles that affect every area of your life, so i love to see the personal growth that develops from the business growth and vice versa. So that’s really satisfying the other thing is that it’s fun to see that people start to believe that life can be easier to get out of that mode of life is hard, this is difficult. This is not fun. I can’t get this done and to start to see that when you link into this support that’s there for you and it’s free and that you can use it, that challenges start to fade and have the same extent or the same energetic difficulties that you used to have. So just to see that byproduct of it as well, as really satisfying, we have a lot more time. You won’t share one more thing that you love about the work. Okay, one more thing. Well, i’ll take it to a personal level if you don’t mind. I was one of those people that was, you know, falling into snags constantly relationship wise or people wise or or even my relationship with money. And in the ten years that i’ve been really focusing on this, i have probably fewer challenges than anybody i’ve ever met, and i also feel that i’m probably one of the happiest people i’ve ever met, which i’m going to tell you. A decade ago, i didn’t know it was even possible. I feel like i’m in a joint venture with the universe and yes, you are all right, karen garvey. You will find her at the answer’s unlimited dotcom. Thank you so much for being against karen. Thank you, it’s been a real pleasure. We’ll take a break when we come back a little more live listener love tony’s take two and then gene takagi is with us to talk about the poll latto paul part do stay with us e-giving didn’t think dick tooting, getting dink, dink, dink. You’re listening to the talking alternate network. Get in. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural method i can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Dahna i’m leslie goldman with the us fund for unicef, and i’m casey rotter with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Metoo now more live listener love teo washington, d c, san francisco and jamaican new york. Where comes to coast? Jamaica have courses in queens. Very diverse neighborhood. So could be anybody listening in jamaica, new york. What comes to coast today and there’s? More live listener love coming from coming from abroad. My tony’s take two. This week is about my blog’s, which was are you having fun? Because last weekend i was a judge at the thirty first annual coney island mermaid parade and it was it was great fun. There were mermaids. There were mermaid ls. There were octopuses, burlesque dancers, ice skaters, ice skaters in in june, on on a float that had, i guess, in that ice on it they were skating. There was even a pabst blue ribbon float, pbr float. And that just got me thinking about summer fun. So my block this week is are you having fun? Because it is summer and my suggestion that you make time for fun, you have to make the time because you won’t just find it. But i think it’s very well worth doing. There are pictures from the mermaid parade on my blog’s at tony. Martignetti dot com, including a bunch of mermaids and that is tony’s take two for friday twenty eighth of june twenty sixth show of the year and my one hundred forty eighth show. The one hundred fiftieth is going to be on july twelfth. There’s nothing special planned for the hundred fiftieth show. It’ll be it’ll be a laid back sesquicentennial. My pleasure, as it always is. When he’s here to welcome jean takagi he’s, the principal of neo the non-profit and exempt organizations law group in san francisco, he edits the very popular non-profit law blawg dot com. And you can follow him on twitter at gt a k g attack. Gee, tak, welcome back. Hey, tony, how are you? I’m great that’s a little rhyme i made. I just i just thought that right now. Is that what i’m what an improviser. Welcome back. Okay, um, we are continuing our conversation from back in may may tenth, to be exact when we were talking about dan piela tas viral video. The way we think about charities is dead wrong. And we talked about compensation and advertising and marketing and risk taking, and we want to continue their two. Other things that you blogged about it on the first of those is time constraints that non-profits don’t have the luxury of time. What? What air dan’s concerns there. I think tony, you know, because the public and thunders appear to have really little patients for non-profits that failed, teo immediately make an impact that they can report back there’s. Just this lack of patient capital. It’s, maybe a buzz term that people use in this industry, that’s willing to wait it out and allow non-profits to develop the right infrastructure and systems, and perhaps the right, uh, foundations to go to scale before being able to deliver the type of results that the public and that institutional thunders they’re looking for, and then makes a very good point there. I have a clip of him talking about this, relating it, to analogizing it to the corporate side. So amazon went for six years without returning any profit to investors, and people had patients. They knew that there was a long term objective down the line of building market. Dahna. But if a nonprofit organization ever had a dream of building magnificent scale that required for six years, no money was going to go to the needy was all, then be invested in building the scale. We would expect the crucifixion. That’s damp latto is there? Is there something we can do about this game? And he he has a very good example that if if if charity went six years without spending money on mission, there would be there would be a lot of trouble that there would be, and there would be legal problems a cz well, there there is a principle it’s rarely used, and because there are no sort of really english or plain english words for this high risk jargon j hope that it’s called the commensurate test for pizza basically all right, commencement fancy words and just basically means that a charity has to spend its resource is in line with its mission, and that includes the amount of financial resources it has and what amount is going to program versus administrative and fund-raising so if you were to spend and and i’m not actually a man of that example that that dan produced with amazon, i’ll explain that in a second. But if you were to spend six years building infrastructure and admit zsystems to go to magnificent scale without spending a penny on program that’s going to be a violation of the commensurate test almost surely on dh there may be others from some other problems with that as well. The reason, tony, i don’t like it. Maybe you could tell me how you feel is well, when amazon was building up for six years, it was still selling books and producing revenues and inspiring confidence in its investors if a non-profit were to do nothing but build infrastructure for six years and not do any programming it’s not been inspire confidence in its investors. And it’s not really the legal problem it’s the ability to track capitol problem if it’s not showing any demonstrate, you know, demonstration of its ability. Tio achieved this massive scale of the project can’t show benchmarks along the way. And the public and institutional investors, they’re just not going to believe in this, i say all right, so there was there was mission related work going on in amazon for those six years that’s so the analogy isn’t really great. That’s my feeling okay, mission related work being sales. They just maybe weren’t profitable, but they were doing some mission related work. Okay, now, lobbying can be effective, but in making chain making social change but that’s largely, and we’ve talked about this before prohibited. Well, actually, i correctly there okay tony so non-profit public charities and engage in quite a significant amount of lobbying without passing the threshold. But locking and advocacy were generally it takes time to do. And so, in that sense, an investment in time requires some patients there and again, patients capital, it’s, it’s, an investment in time, and supporters of those lobbying advocacy efforts are going to have to wait it out to see what may happen, and sometimes a change in the laws we’ve seen with the supreme court decisions recently. Sometimes changes in the law are much, much more powerful than just direct services. Let’s move to another of dan’s concerns. The final one, which is that non-profits don’t attract profit. Tio don’t don’t make profit to attract risk. Yeah, great, great point so for-profit can attract equity owners, and they can use that to make investments in, you know, big projects that might become sustainable and be able to deliver charitable goods to communities and made on a consistent basis and non-profits can attract that equity capital because, of course, non-profits don’t have owners now i actually don’t have a problem with that. And, tony, maybe you could tell me what you think. I don’t think we want tohave charitable non-profits with shareholders who put pressures on getting a financial return for their investments think non-profits are difficult enough to run in having shareholders there is just gonna complicate things even more. Well, we’re we’re moving. I don’t want to say we’re moving to that, but there are these, um, other ways of self-funding funding social change, like, like the social impact bonds. And i think you and i have talked about those before and just these things that fall under pr ize programme related investments that are sort of that way. I mean, there’s sort of a midline yeah, i think the midline that you’re speaking up that’s, where we’re trying to go, so we don’t really want non-profits with shareholders so i don’t think we want non-profits tohave equity investments in them, but what we do want our ways for investors to be able to invest in social good, so there are a few ways to do that one is, well, already social investors could make loans to non-profit on and, you know, if they want to get a financial return, you know, in line with the fair and, you know, market rate, return for their loan, um, i’m sure charities would love that if they could go a little bit more with the risk than a bank might pick, then charities have access two new capital, but that depends upon inspiring confidence in those social investors. Private foundations can make program related investments, as you mentioned, and those who take the form of usually loans or guarantees that will be for the benefit of non-profits to run their program and the private foundations aren’t expecting sort of a big production of income or appreciation. They’ve got any equity investments in return, but they could do that already got social impact bonds that you talked about such a cool idea where we don’t really know if they’re going to work because it’s such a a new idea, but the government issues the bonds and pays on ly if the social goals are met, and so the investors and the bonds are taking a risk that the social the non-profits that air contract it with the money that the bonds produce are going to be able to to keep their goals. And new york has got a great experiment going on with goldman sachs and recidivism that’s going to be a great example for for us to see whether this is going to really produce impact or not. I think the last part is maybe those hybrid organizations, those air, not non-profits, but they’re kind of in this cool space somewhere in between traditional for-profit organizations and non-profits and these air like the benefit corporation, flexible purpose corporations, social purpose corporation, low profit, limited liability companies that kind of occupying this space in the spectrum between social good and financial returns for shareholders and i think that’s going to be an exciting space. Did you watch maria simple and i talked about finding foundations that will do these program related investments, and that show was on march. Eighth of this year what’s that goldman sachs and recidivism example that you mentioned jean i’m not aware of that. Well, basically goldman sachs is is the bond is the investor in the bond so they bought the bond and they’re going to profit on ly if the non-profit center involved are able to reduce the receipt of ism so the government will pay out based on the savings that they get from reducing prisoner wei have recidivism on so you know it’s it’s kind of a win win situation if it all works, if there is actually impact. So if the government makes the right that on the service provider on the non-profits and they do a good job of reducing recidivism, then the government will save money overall used some of that savings to pay the bondholders which in this case is goldman sachs and so, you know, theoretically a great model sticking the right partners that’s going to be the tough, the tough thing and then finding the right buyers, goldman sachs came out and, you know, took a shot of the investor here. But will the public buy it? Same problem with the hybrid organizations. We talked about, we see a lot of private individuals twisted in doing social good, who are investing in this. But we haven’t seen big institutional investors come in in a big way yet, and i think that’s follow-up do you know how much goldman sachs invested in the in the bonds? I don’t think i could be quoted for that, but i think it was somewhere with around seven million dollars, okay, all right, that’s, right, let’s say. We’ll take our break, and when we come back, we’re going to talk about the overhead myth. That letter that just came out very recently, and also an oregon law that’s related to this and putting a cap on. Well, sort of putting a cap on the amount that can go to non program related activities. So stay with us. You’re listening to the talking alternative network. Buy-in are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Zoho dahna hyre more live listener love to columbus, ohio, new york, new york. Welcome, fujisawa, japan, can it? You are beijing, china. Many people in beijing. Are you together? Do you know each other? Beijing welcome. Ni hao. Jean let’s. Talk about the the overhead myth letter. Um, this was signed by the leaders of the better business bureau wise giving alliance, um, guide star and charity navigator and ken berger from charity navigator, ceo of ceo. There has been has been a guest. This letter is is just come out very recently ordered. I just learned about it very recently. Now it came out very recently, just a few days ago. Ok, they didn’t put a date on it. That’s the first thing i learned in grade school, you supposed to put a date on your letter and then you do the inside address and then the greeting, but they don’t have they have neither an inside address nor a date, but okay, it came out very recently on dh. Why is this creating a lot of buzz in non-profits? But it’s creating a lot of buzz? Because i think these charity, some of them are charities, ratings organizations, some of them just provide information about charities to the public. But there’s been a widespread feeling among charities that thie over admit that they’re talking about was actually perpetuated by some of these organizations in terms of rating charities, by virtue of what they’re programmatic expenses were versus their administrative and fund-raising expenses, very much the argument that pelota was talking about as well. And the feeling was that the ratings agencies were e-giving low scores to anybody that had this high overhead ratio. I know so it’s ah it’s, a little it’s, little crusty of ah, of ken berger to be signing this, to quote the letter which is against signed by all three the percent of charity expenses that go to administrative and fund-raising costs commonly referred to as overhead is a poor measure of a charity’s performance and that’s very early in the letter. And then they go on to encourage donors it’s addressed to the donors of america. They encourage, um, donors to think about on dh consider lots of other factors besides overhead myth overhead overhead. Um, yeah, it seems a little hypocritical. Yeah, and i think they go back. I think the first sentence is probably not reflective what they actually believe that overhead is a poor measure of the charity performance. I think what they’re trying to say. And i think the rest of the letter describes it is that overhead alone is a port measures charity performance because they go, they go on and say in the letter, but overhead offers insight and can be a valid data point for rooting out fraud and poor financial management. But in most cases, and i think the message to donors is this and i don’t want to detract from that messages that focusing on overhead alone does more damage than good. And i absolutely we believe in that as well. Yes, for sure. And i am trying to get the three signers of the letter as guests together. I already reached out tio the better business bureau wise giving alliance and charity navigator. I don’t have a connection to guide star, but i’m trying. I would like to have a show with the three of them to let me see if i could make that connection for you. Honey. Really? You know somebody it ah, guidestar. I do. Oh, okay. Thank you. Well, this is good. Look at this intuitive brainstorming. It works. It works. I put the message out and i got an answer right back. This is incredible, it’s. Just that in advance to pardon me. You must have known that in advance. No, i no. I mean, what do you mean, what? I must have known what they’re what your intuition told you to go in this direction. Well, the my first guest, we were talking about intuitive brainstorming. Instead of you start to put something out. Then you’ll get signs back. And i was going to start looking at vanity license plates, but but i don’t have to thank you, jean. That would be a credit that’s. Incredible. This is the works system works. Um, okay. Now, over up in oregon and i learned is not oregon. I was admonished by by tim sample who’s amy sample ward’s father. He called in from oregon once. There’s no. E on oregon. So it’s not there’s. No e on oregon. So it’s, not oregon. So those of you were pronouncing it wrong. Please be admonished. Over and up in oregon. They have ah, new law. That sort of puts a cap on how? Much charities khun spend on non program it’s kind of going against the flow of the theme that we’ve been. We’ve been focused on you, we’re going right? Is this back and forth? I know. So yes, there’s a house bill called two thousand sixty i believe it was signed into the law and is going to go into effect in a few months and basically it allows the attorney general to disqualify a charity from being able to receive deductible contributions and that’s just for state income tax purposes because federal income taxes are outside of oregon’s jurisdiction, so deductible contributions from the state income tax perspective if they don’t meet a thirty percent threshold, thirty percent programmatic expenses versus sort of administrative and fund-raising if they’re not real reaching that threshold, uh, for three years over a three year period, and they may not be able to receive deductible contributions from the state resident, and they have tio disclose that publicly, yeah, absolutely so they disclose it, or they can face a penalty of up to twenty five thousand dollars, and once they disclosed that the attorney general can come in and say, well, anybody donating to this? Charity will not be eligible to receive a deductible contribution for a state income tax purposes. Um, and i didn’t know it was over three years, the three year period. Okay, so three, if you’re if you’re spending less than thirty percent of your revenue on program for three consecutive years than in the third year, that’s when you have to disclose it, uh, when your fourth year in the force you closing the previous three years, okay? And if you fail on the previous three years going for the attorney general, but it could disqualify you. So after those three years, you would report it. Ok, does it have to be three consecutive years, or can you do less than thirty? More than thirty, less than thirty? More than thirty, less than thirty that’s? Three? But it was over five years. I think it’s three consecutive years and they don’t look at each year in isolation. They take a look at a rolling three year calendar. Oh, i see. Okay, um, what’s, your what’s, your opinion of this law that i think is draconian? Yeah, i i think it’s going to resonate with some of the public because you know, this week we also saw another story big story from cnn talked about the city worth charities in the united states and these air, all out liars, but also tremendously high overhead, racial and hardly any programmatic spending with, you know, cumulatively, like billions of dollars involved or hundreds of millions. So they just picked out the most egregious cases and, you know, outrages the public and the public puts pressure on the legislature to create laws to prevent those things from happening. And then we get laws like the one in oregon? Yeah, i don’t care for those, you know, fifty worse than you know, the irs does something similar too well, no, that know the irs different? No, i’m sorry they generalize about charity scams, but they don’t specifically name charities. I don’t like these headline grabbing things. It it tarnishes the entire sector it does for the vast majority of attorneys that are doing very good work. It’s it’s hard to sit there and get a hit from a donor confidence because of those real outlier. So you think they’ll be a public backlash in oregon? Well, i think the charitable sector is going toe push. Back a little bit on this, but i think actually this may be a trend, and we may see more states create these laws. Well, actually, the non-profit association of oregon endorsed the law. Yeah, they felt like this was kind of a benchmark minimum, although i think they said in a statement, i think there’s a comment field on the overhead mid fight where somebody, a representative of that association, made a statement that there shouldn’t be a single number threshold that indicate a good performing charity. This is a poor performing one, but they felt like thirty percent over three years was kind of the bottom line number that any charity should be able to meet. And i’m not sure that that that’s really something that you can back-up yeah, yeah, we have to leave it there. Gene, thank you very much. Great, thank you so much, durney i enjoyed it, jean takagi, you’ll find him at non-profit law blogged dot com and at g tack on twitter next week, beth cantor, author of the network non-profit and measuring the network to non-profit we talked it fund-raising day last month about engagement and outcomes, and i’ll have that. Interview unless i can get the three authors from the overhead myth to come, i don’t know if we could get them as quickly as next week, but they’ll take precedence over that beth cantor interview. We’ll run that another time if i could get the three of them, but i’ll try to get through them some time. Also next week, scott koegler, our tech contributor and the editor of non-profit technology news returns. We’re going to talk about apse for your tablet. Check us out on the social networks youtube, facebook, twitter you know the litany. The links are on my block at tony martignetti dot com insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen each week contact me on my block to talk about sponsoring the show. Sam loves that music so much he played it a little prematurely. Our creative producer was claire meyerhoff sam liebowitz. The one playing the music is our line producer and the show’s social media is by regina walton of organic social media. The remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope that you will tune in next week at talking alternative dot com friday one two to eastern durney dahna e-giving thing duitz good ending. You’re listening to the talking alternative network waiting to get in. Dahna cubine are you a female entrepreneur ready to break through? Join us at sexy body sassy sol, where women are empowered to ask one, receive what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and to find your version of giant success with sexy body sake. Sold every thursday ad. Men in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Told you.

Nonprofit Radio for May 10, 2013: The Money Is Out There & The Pallotta Pall?

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Photo of Ann Kayman
Ann Kayman

Ann Kayman: The Money Is Out There

Ann Kayman, founder and CEO of New York Grant Company, is a treasure of valuable information about grants, discounts, rebates and other money incentives throughout the country that get triggered when you renew a lease; move; expand; renovate; create jobs; or invest in energy savings. She explains what’s out there and how to find it.

 

 

picture of Gene Takagi
Gene Takagi

Gene Takagi: The Pallotta Pall?

Have you seen Dan Pallotta’s viral video from TED? It’s called “The way we think about charity is dead wrong.”

Our legal contributor, Gene Takagi, principal of the Nonprofit & Exempt Organizations law group (NEO), shares his perspective on how we got here and what would need to change–and should it?–to achieve Pallotta’s vision of a more free-market charity sector.

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

Create your free online surveys with SurveyMonkey , the world’s leading questionnaire tool.

Here is a link to the survey: http://www.surveymonkey.com/s/DDCKHYF


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Durney no hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s, so good to be back in the studio. I’ve been away with two pre recorded shows in a week, so good to be back here, it’s may tenth, twenty thirteen oh, i hope you’re with me last week, i’d suffer pseudo member nous kel itis if i came to learn that you had missed small non-profits raise more money consultant and author amy eisenstein returned last week. She’s, the principal of tripoint fund-raising and it took her two years to write her new book, raising more with less. We learned that that time was well spent still two years i don’t know this week the money is out there and kayman founder and ceo of new york grant money is a treasure of valuable information about grants, discounts, rebates and other money incentives throughout the country that get triggered when you re new release, move, expand, renovate, we’ll talk about other georgia triggers as well, investing energy savings, she explains what’s out there and how to find it also the ppa latto paul, have you seen? Dan pallotti’s viral video from ted it’s called the way we think about charity is dead wrong our legal contributor jean takagi principle of the non-profit and exempt organizations law group neo-sage san francisco shares his perspective on how we got here and what would need to change and should it to achieve pallotti’s vision of amore free market charity sector between the guests on tony’s take two, i’m doing stand up comedy tonight in new york city, and maybe if you’re listening live and local, maybe you could make it my pleasure. Now, to welcome to the studio and kayman founder and ceo of new york chadband company, they worked to obtain economic grants and incentives for clients in the new york metro area and nationally. Previously, she served in the new york city mayoral administrations of rudolph giuliani and michael bloomberg as head of business development for the new york city economic development corporation. She’s, a former dancer, she was doing radio at twelve years old. It’s my pleasure to welcome to the show and kayman and welcome. Thank you, tony it’s a joy to be here a joy thank you. Most people just say it’s like pleasure refund, but joy that’s terrific. Why were you doing radio at twelve years old? What was that about? I guess i’m a born ham. I came from a family of hams. If that’s still a word that’s used today. Sure. It’s couples fashion. Okay, so you’re not kosher, but what were you doing? A radio it at twelve years old, i got invited to to write and produce and be star of home run write a show in grammar school. And it was just a random opportunity in alexandria, virginia, which is where i grew up. And ah, you know, i just gravitated toward that stuff because of my background and family and interest in all that stuff and things having to do with performing. What was your show about twelve years old? I’m sure it was incredibly insightful and thoughtful and you don’t remember. I don’t remember. Okay, all right, let’s talk about some grants and some other opportunity. I don’t want to limit it to grantspace talk about economic incentives. Cool for for our audience, small and midsize charities. Why are these things made available? The idea is that there needs to be some stimulus at all times. To incentivize organisations to grow and invest and hyre create jobs and really contribute to the economic well being of an area or state a country. And so programs have evolved and exist just everywhere everywhere on the planet, actually to help encourage activity that will contribute to the economy of any given jurisdiction. Okay, so we could be talking about city state this’s way also talking federal level opportunities incentives? Yes, most definitely every layer of government. Rnc va ble has something to offer on the economic menu, if you will, to encourage organizations could be for-profit not-for-profits combination, ah, to invest, to grow to hyre to do all the kinds of good things that really contribute to the economic base, the tax base and the you know, the economic opportunities for people, wherever they might be. On the charitable side are their incentives mohr for certain types of charitable work than other types of charitable work. Not really. I mean, where if you look at the landscape out there of who’s giving and who’s getting, you see activity in social services, obviously elder care charter schools, but also theater, dance, performing, arts, culture definitely as well as health. Services and other charitable and religious for example, institutions, you know, you name it, whatever is on the spectrum on the knot in the nonprofit world there some e-giving thank god going on because organizations depend for their lifeblood on e-giving not only by private donors, but also by public donors. Yeah, and i don’t think there’s great awareness that these programs are available at all different levels of government. Exactly that’s why i have a job. I mean, we started our firm eleven years ago with the idea to bridge that gap because there were a lot of things that are were on the economic menu by federal, state and local government. I mean, we’re here in new york city, but we’re not unique in terms of jurisdictions offering stuff, and there was very little in the way of know how about what was available, how to go get it, how to cut through the red tape, deal with the bureaucracy and really maximize somebody’s return while minimizing their hassle. So our team based here in manhattan is designed tio work through that we we navigate the mazes we say of these economic programs for all kinds of organizations. Large and small. And you have dahna a little acronym for for what triggers these incentives rhyme your r i m e acronym? Yeah. That’s a throwback from when i was studying to be a lawyer. And i used demonic says a tool to study for the bar exam. In a way i could get through the bar. That was what got through that got me through a swell. So i don’t remember. Do you remember any any cool acronyms? I remember ocean, which which are the elements of adverse possession. No adverse possession. Okay, open continuous something something. And no tort aureus was adverse. Possession is when you take over land, right? Yeah. For twenty years, you’ve. You’ve done all these things on a piece of land openly, notoriously continuously all that you can take it over, and you own it, they. But if the owner notices it at year nineteen and a half and it’s a twenty year statute you squandered. You squandered a lot of good time and money. Kind of. But you were trying to steal somebody’s land, so you deserve to be thwarted. Yeah. It’s. A very old legal concept. I i doubt it. I think it’s still used in some situations because you hear about squatters, artists squatting in buildings, loft buildings in manhattan years ago anyway, and that eventually took over ownership because the landlords were out of town. They didn’t care. They let the building’s rundown and artists got to take over whole buildings here night that’s, ocean. But we want about ryan, which you don’t spell, right, but that’s okay, are i am for when we when we trigger these things, what what’s what’s our starts off with our what does it stand for? So rhyme is our renewal lease. I invest in property or equipment or in training staff, for example, m is moving, ieave, relocating, moving from one place to another. He is expanding. Maybe i’m in this building, but i’m expanding next door those of the typical triggers for economic benefits because that means that the organization is moving in a direction which lends itself to contributing to the local economy means somebody’s growing somebody’s acting somebody’s, putting money at stake in the system. And therefore government’s interested in supporting that renewing the lease that that happens pretty pretty frequently. Andi again, i don’t think there’s awareness that just because you’re signing a new, maybe five or ten year lease, that there may be an incentive available for you, exactly, i mean, who knew on again that’s why i have a job, but and in most areas that’s where there are, say, designated zones where economic activity is being encouraged in the middle of manhattan? Not so much, you know, but in other areas you’re talking nationally, yeah, nationally in other areas where you’ve got designated zones, maybe formerly distressed areas, areas that are geared for revitalisation areas that are trying tio, you know, make a comeback, those of the kinds of situations where simply renewing the lease, in other words, re committing to your stake in that community. Khun trigger some kind of economic benefit for your organization. Excellent. Okay, um, we have just a minute or so before we take our first break for a couple seconds, so should you look around for possible incentives? Maybe before you’re renewing? I mean, when you know you’re lisa’s coming to a close because maybe not only if you stay, but maybe if you leased somewhere else, you’d be in the same community, you’d be a little better off. Sure, sure, i mean, the most intelligent organizations look att this was saying, there are listeners are no, they’re there, they’re there. They want to be more intelligent. By definition, they want to get more more intelligent, right? Sure, sure. So those organizations are well advised to look early and look often and consider what their options are before, you know, making a commitment, a contractual commitment, somewhere. We have to take a break for a couple seconds, and when we come back and came and i are going to keep talking about the money is out there. All these economic incentives for you stay with us. Talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and endurance? How i’m rika keck, holistic nutrition and wellness consultant? If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s. Six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’ve got to send some live listener love. I love this one. Kamloops, british columbia welcome, kamloops, san antonio, texas, arlington, virginia live listener love going to you and lynette singleton is out there. She is live tweeting the show so if you want to follow the net if you want a live tweet along with her, use the hashtag non-profit radio. Hello, lynette live listen love also new york, new york i’m glad you’re with us beijing china chung ching, china chung shot china ni hao, amazing asia checking in and there’s more, much more to come and we’ve been we just went around the globe and from virginia teo chungking, china let’s talk about your ill a little rhyme i investing now a charity may not ah latto charities can’t necessarily buy real estate. Is that the investment? Is that what the eye is in for? Invest? You know, investment i used not in so much in the wall street sense, but in the sense of spending money, capital on plant equipment staff was raining stuff. What if? What if you’re renovating? That’s? Good to accounts. Sure, you’re spending money in an improvement and of space and ah, that contributes to the economy too. Okay, m is moving was that about moving? So this is where jurisdictions get really competitive and it gets very interesting because suppose, you know, your organization has the opportunity to go really anywhere. You could go to china, you could go to california, you could go to arlington, virginia, shout out to my old neighbor in virginia, and so jurisdictions compete to attract those types of organizations when they’re deciding whether to move. Ah, because that could mean the transfer of jobs and investment and money into community from elsewhere. Your neighbour in arlington did they know when you when you were twelve years old on the elementary school radio? I don’t know, we should ask. Maybe they will remember the show if you remember the show use hashtag non-profit radio arlington, virginia if you can remember what an kayman sure with twelve years old and tell us where we’re watching the hashtag here in studio it was my peak. No, i don’t know that this is the peak e i don’t know if you’ve been on oprah or good morning. America. But this is your climax right here. There you go, it’s. All been leading to this moment. Okay. Thank you. Dahna. Expanding. Oh, no. Moving. Oh, no. We get recovered. Moving, expanding, expanding. You said a little about that’s. A little more expanding, particularly in this day and age. Anybody who’s. Adding to their workforce is like that’s the holy grail of economic development right now, because job creation is where government is particularly in wristed in stimulating activity. So i suppose i have ah, small theater company. But i have the opportunity to grow and add set designers and writers and producers. And what not now, that becomes interesting to government because those are represented jobs and therefore, you know, tax revenue. Also, you look at the sort of secondary effect of that kind of activity because those people in that place of work, wherever it is, are spending money. They are buying things. They are contributing sales, taxes and income taxes. And even if the organization itself is exempt from income tax because it’s a charity or educational or non-profit institution, the people who work for it are subject to income tax, and they pay sales tax. And also the organisation uses up energy, so those air costs, which can be mitigated through various incentive programs. And i find that that’s where also currently a lot of interesting opportunities air had in the nonprofit world. Because if you’re say renovating a theater and you have the opportunity to outfit the lights with led lights or something super efficient or make sure your cooling and heating systems are super efficient, then thie utility companies, in addition to government, have many programs available to mitigate those costs. You can actually get cash rebates against that type of spending. Energy efficiency, right? Yeah. I was going to another when i was going to ask you about. And actually something is coming to me. I want to help you with this rhyme. This eyes misspelled acronyms very, very needs. Problematic tim it’s. Pretty lame. That bothers me. Now, if you had r h, we obviously got spell r h y m e for rhyme heat could be heating air conditioning. And that could now that’s little too narrow. I know, but it could trigger the thinking about, uh, energy efficiency. All right, fair enough. Now we need a why? Like what? Do we not have covered training? You don’t really have training. You have it in investing could be investing in your workers. You could have like you train ad h for heat and why for you train you’d taken a little poetic license there, but it works for me. We’ll take that. Okay, i’ll feel better anyway, if we could just do it for the next few minutes, it’ll it’ll ease me. This’s rhyme is very upsetting to me or i am me, um, you mentioned investing in employees and i think there are special programs for hiring veterans. Yes, yes. Let’s. Talk a little about that. Yeah. That’s. Really? Ah, wonderful opportunity. And i wish those programs, you know, were more robust. Ah, in the federal government, there have been programs, too. Basically give tax credits, two employers who are hiring veterans and and the way they have categorized. This is according tio, how long the veteran has been out of work and whether the veteran has some sort of injury. The state of new york, fortunately, has recently passed legislation that says any hiring of veterans can be can qualify for for again tax credits at the state. Level the jobs and the credits really are about they have to be created in twenty, fourteen, twenty, fifteen so there’s a bit of a lag time between when these things can get claimed and also for non-profits those hiring credits not so valuable, right? Because a non-profit is typically exempt from income tax, hence there’s nothing to deduct claim the incentives are against a tax business income tax, right? Okay, in government world, you know that which is tax can be untaxed so often in the toolbox of economic incentives is our are things in the tax code you khun untaxed something, but in the nonprofit world, they’re they’re limited taxes, which an organization might pay. But that being said, there are still taxes that they pay sales and use taxes usually are exempt income taxes, but otherwise they could be paying real property taxes. If they’re in a building that is taxable on, they could be paying energy taxes as well. Ok, on your site, i saw a white paper that talked about for veterans again salary, salary reimbursement. If you hire a vet that does that sound like something that still i think it was a fairly recent white paper talked about salary reimbursement up to fifty percent. For i think six months. Yes, yes. So familiar. Yes, there is a special employer incentive. A subsidy along those lines. Yes. So that’s on the federal level. So that’s for everybody. Um, yeah, let’s, let’s have a difficult time. Your job search mean, they’re often misunderstood and they’re freaking people who think that that is going to freak out on them and, you know, go go ballistic or something. And, well, it says such unfortunate, such an unfortunate, perhaps stereotype and and so untrue. We hired a veteran, a twelve year army captain. Miz? Yes, ms brandi whitlock. She wrote the white paper that i’m referring exactly she’s she’s on the case. So her her research is current and it’s it’s very excellent. And from first hand experience, she can say that boy veterans are eminently employable. She used to deploy thousands and thousands of veterans too distant lands and has served her time for twelve years and elevating herself to captain, working from as a veterans from since high school. And now we’ve been so fortunate to have her on board for the last and she’s been with us now six months, and i’m telling you, this woman can move mountains. She has tremendous discipline and work-life iq, you know, for for non-profits that want to hire vets? I think it was that same white paper i saw there’s something called national resource directory. Okay, an rd dot gov and also recruit military dot com. Excellent. Yes. So if you want to take advantage of some of these economic incentives, is what we’re talking about around hiring vets, there’s, two sites teo that connect vets and that a job seeking with with employers totally. And and if it’s not in that white paper, we have access to it. People can email us for it e mail her to get ah paper she has written about why people should think about hiring veterans and some of the common misconceptions around that. All right, how do we start to research what is available for us locally? We don’t want to keep this to new york, and we haven’t done that. Do you have some resources that you can recommend for people? Tto find what may be available to them in their state, their community, for sure. And so at the risk of giving away some of my currency here, but i’ll do it because you’ve asked so nicely. Usually i don’t ask nicely. In fact, most guests don’t think i do, yeah, so some of my go to resource is thank god for the web, our national databases of grants and economic incentives really primarily directed from the government, the mother of all websites in the united states is called grants dot gov, and that has a comprehensive how to list of out how to register as a non-profit to access ah, government grants, but also the piela and all compendium of all grant opportunities available, whether it’s for health, education, culture, you name it if it exists from the federal government as a grant or economic incentive, it is in there the other thing that i find extremely useful and extremely current, and i’m so proud that the federal government department of energy is even put this together. It’s called desire use a dot or ge not desire your think enough it’s called it’s spelled d e s i r yusa dot or ge and say that one more time. So it again, please d as in david s as in sam i r e yusa dot or ge, and it is the fifty state compendium of all grants and benefits relating teo energy efficiency and renewable energy. So whether you’re a homeowner or you’re a non profit organization or you’re something else, all of the economic benefits currently available in the realm of energy are compiled here. It’s, incredibly current you could drill into every state of the union and every scenario that you could think of to pull up what is currently available. I find it to be enormously helpful, and i can i consulted all the time. I mean, another thing that i think is an overlooked, often overlooked resource. Isa siri’s of grants from the federal government. And they’re about at any given time around twelve agencies that participate in this it’s it’s about innovation in research and development. Grant money. It’s wonderful there. Phase one and phase two grants the program is called sb i are small business innovation research and its sister and companion program most relevant to non-profits is called s t t e r small technology transfer and research program. The federal government gives grants it’s too small organizations ah. Anywhere from one hundred thousand dollars in phase one, five hundred thousand dollars in phase two to help stimulate innovation and research in health technology. Any number energy, any number of areas that the federal government thinks needs attention and these grants are always available. They’re different offerings from time to time. So for example, this month they’re putting together ah, all the proposals that you khun submit in the field of energy and the environment, the epa and the d a we are and then the national health institutes have put up there grantcraft poses that you, khun submit grantwriting and in the stt r program, which is technology transfer, a small business can partner with a with an institution, a non-profit institution, to put thes to get thes grant proposals in i think, at the risk of being political, this is a this is an area where it pays to think about the good things that the federal government does for us in the in the in the in the midst of all the furloughs and the and the complaints about, you know, government being much too big and, you know, you talk about that that very valuable desire, database and all these grants i mean, so no government is not all bad. No, and i don’t think anybody would have been equipped or even interested in putting that together because, you know, what’s in it for them. But that’s, department of energy, you say exact on monday, so you and i all paid for it, so we should use it. And i’m telling you, it’s under wonderful engine thank you for sharing all those valuable resource is your butt didn’t give away the store? I don’t think you did, because these these things that can be complex to apply for sure, right? That’s, that’s the thing i mean, you know, you find the information on the internet, but you really need to do your due diligence your homework to figure out. Is that item actually valid? Is it in place? Is that information current? And then you get into the whole rabbit warren of applying for grantspace benefits, which means you really have to compile lots of information and put the pedal to the metal as they say it’s a lot. Now you have ah, you have a background in dance. And you mentioned your family was in the performance? Yes. And any spillover between that world and your work it ah, new york grand company. Well, as they say, right? All the world’s a stage. So yes, i well, here i am on the radio, performing once again. Well, i invited your not knowing you have ah, have a background, you’re you’re dancing through the grants world dance with grants that’s good. I like that that’s so that’s not actor that’s. An alliteration in which i happen. Teo, like very much deliberations. I haven’t actually gotten any dance grants of late. All right, we’ll work on getting you a dance company client for sure. We have to leave it there. And thank you very much. Thank you. And kayman is founder and ceo of new york grant company. You’ll find the met and why grants dot com and why grants dot com thank you very much again and pleasure. Thank you. Right now we take a break when we come back from that it’s tony’s take two and then here’s an alliteration the ppa latto paul with jean takagi. Stay with me e-giving thinking tooting getting ding, ding, ding ding you’re listening to the talking alternate network waiting to get me anything. You could are you suffering from campaigns? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Duitz schnoll kayman if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Dahna durney welcome back. Time for tony’s. Take two and let me you start that with some live listener. Love fukuoka, japan and tokyo, japan. Konichiwa, tijuana, mexico. Hola, that’s. I’m sorry, it’s, about the best i can do from my eighth grade spanish. I apologize. Do you want a wel welcome? Seoul, korea? I know it. I know it. Anya haserot and italy hyre bon giorno, of course, but there’s one asada dahna satya. I am doing stand up comedy much better than what? You just heard that this evening. So if you happen to be in the new york city metro area and a couple of ur it’s nine. Thirty this evening at metropolitan room on west twenty second street. But for the vast majority of you, the vast, vast majority this’s not that meaningful because you’re listening after the show long after, you know, probably the following week or two. So i take this opportunity to let you know that there are my standup videos are on the youtube channel which israel tony martignetti and there’s some stories of unrequited love in seventh grade and being publicly thrown out of the seventh grade chorus seventh grade was traumatic for me, my struggle with the law school admission test there’s a couple of videos that are up there. It’s not old it’s not depressing. You will laugh. People have been laughing at me since seventh grade. That’s the channel israel tony martignetti on youtube and that is tony’s take two for friday, the tenth of may nineteenth show of the year. I’m very pleased to welcome back jean takagi he’s, principal of neo the non-profit and exempt organizations law group in san francisco, california. He edits the popular non-profit law blogged dot com and on twitter he’s at g tak gt a k welcome back, jean hyre county, thank you very much for having me. Oh, it’s, always a pleasure. Hyre we’re talking about this dan ppa latto video that was that was viral. I think the first one was at ted, a ted conference and then in ten, the non-profit technology network also had him at a conference, but the one i’ve seen is the is the ted version very provocative buy-in therefore controversial, which i admire. I like people who stirred things up a bit, um he’s challenging some basic assumptions and limitations that we have on the on our charitable sector. What what what’s going on there? Well, you know, i like the controversy generated by dana’s welchlin attracted some criticism, but i really love the public discussion on this it’s the youtube and the ted video generated, i think, close to two million views a month now on it can really change the public perception about overviewing what what dance message was or is his general message was maybe we shouldn’t vilify overhead costs and ratios is something negative in the charitable world, and i think that’s a very powerful and important message to get across now, they’re details in there that i may not agree with and you may not agree with us well, but i think that main message is a great talking point. I pulled listeners before the show, and one of the questions i asked is, what do you think of dan? Pull out his vision of amore free market charity sector and fifty percent said it’s brilliant and i embrace it, and forty percent said he raises some interesting points and then the others either didn’t care for it or didn’t see it, but ninety percent either love it or i agree with sounds like with where you are, you know, he raises some very valid points for for a provocative discussion. Yeah, and that doesn’t surprise surprise me at all, you know, i think, however, and talking is a lawyer when we look at some of the rules that are involved, what then maybe saying at lee duitz initially is we need to change public views rather than laws unnecessarily that that limit some of these things. Although he’s launched if you read his book, he’s launched a campaign that will protect the non-profit sector against laws that might limit things like how much you spend on fund-raising as well. So that’s, where we start to get into a little bit more of the controversial stuff and maybe things that don’t resonate as much as compensation, which i think resonates with a lot of people in the nonprofit sector that feel like, you know, if you’re a non-profit executive, you maybe feel like you’re taking a discounter, you’re under compensated for what you might be making in the for-profit world, gino, i have ah clip of his i don’t have a clip for all the five challenges that he issues. And we’re going to talk about them, but i do for a couple, and i have this clip for compensation here’s what he’s essentially saying and we think of this is our system of ethics, but what we don’t realize is that this system has a powerful side effect, which is it gives a really start mutually exclusive choice between doing very well for yourself and your family, or doing good for the world to the brightest minds coming out of our best universities. And since tens of thousands of people who could make a huge difference in the nonprofit sector, marching every year directly into the for-profit sector because they’re not willing to make that kind of lifelong economic sacrifice, we’re talking about limits on compensation, and you and i have talked about this before, but not obviously not in this in this context. What, what what? What are those limits that we’re talking about? Well, the compensation under federal tax laws and state laws may apply as well say that if you’re a charity and you’re going to compensate your executives, that compensation must be just unreasonable as to the corporations so you can’t pay excessively and what? Is excessive is sort of a matter of all the facts and circumstances, but generally we look at comparable than they are, they’re comparable charitable organizations typically, although you can use some other organizations as well toe look at comparable, but are are you within the range of comparables that other organizations they’re paying under similar situations for similarly qualified people with similar responsibilities? So that makes it what we’re really looking at, but that makes it hard than to compete and to go it forces everybody to be at roughly the same level you can’t create a huge incentive by by offering fifty percent more than the comparables yeah, and i think that’s why it resonates with so many people, but i would sort of make everybody aware we’re paying our college football coach is under this standard as well. So there’s quite a bit of room in there for a really, really high compensation that we’re talking about big organizations or institutions like like private universities, well, they confined like a smaller scale. We’re probably not that worried about, you know, compensating smaller organizations where they’re really excessively paying they’re executive directors because that’s very, very rare just under the circumstances, a smaller organization just doesn’t have thie economics t justify that that type of compensation, unless they’re being used inappropriately for, you know, founder to compensate himself or herself way really rarely see that that overcompensation problems, but okay, but that’s, because there’s a big uh there are big disincentives and penalties if there is over compensation, right? Well, i think that’s partially the case, i think the vast majority of charities want to do a good job and served there been intended beneficiaries, so they’re not looking to overcompensate their executives unless executives are providing that return benefit that’s going to be felt by their intended beneficiaries. I don’t think we really get to a problem of excessive compensation, and less boards are using the organizations to pay off often insider and the charity is really running for private interests rather than public interests, and i think there needs to be laws against that, right? But that’s what? You and your finding that that’s quite rare. Well, yeah, i find it quite quite rare when charities are on the up and up about this. There are cases, though, and they aren’t as rare where charities are. Being misused for for the purposes of their insider. Okay, i i pulled listeners on this compensation question. Do you believe charity ceos should be paid comparable to corporate ceos if the organizations and challenges are similar and half said yes, and only about fifteen percent said no, and then there was a bunch of some explanations, which are i’m not sure i have a chance to get to but half think think, yeah, i mean, if the job’s a comparable pay the people comparably well, i don’t exactly agree with that, but what do you think? What do you think, tony? I do agree. I think that a cz long as we can have justification for why the why? The why? The salary is appropriate. The person you know, here she brings enormous talent or connections or, you know, has has had a big track record of success. Then i think it’s okay to go outside the comparables in the community. Why? I think you know that part is what resonates with everybody in this sector and why everybody’s cheering dan, or at least fifty percent according to our poll or your pole but here’s, the problem is that for-profit they’re not really limited to the compensation they can pay, they’re executives on dh public companies are there’s a little bit of an exception in there with security flaws that are involved there, but for the most part, for-profit compay whatever they want, teo executives now non-profits were given the same standards and allowed to go up to that level, then there could be a lot more abuses of about individual charities, even though i think even still the vast majority of charities would not misuse that compensation tool, but with a few bad cases, the media jumped on it, and then public confidence in the sector dropped. Yeah, i was afraid that there’s not going to be just, you know, attraction of mohr individuals into the non-profit sector, which is great toe open up the talent pool because more people khun khun, vie for these jobs that are paying a higher salary, but i think you know, the negative influence on the sector and the public trust, maybe mohr of ah, a detriment to the sector than the individuals that were attracting let’s go to another area that he challenges us on advertising and marketing and his concern. Is that the public doesn’t like to see donations used for advertising, right? Yeah, and i think you probably recognize that somebody who’s been involved professionally and fund-raising as well, tony, that that that donors may not really appreciate high advertising costs, although the impact of those advertising costs maybe very powerful dan is experienced with his breast cancer, walks, a bicycle rides, but there are some some concerns there as well. I mean, the legal rules that might be involved in that we’re not allowed to use charities, uh, to promote the private interest except incidentally, in furtherance of our public interests or our mission. And if we spend so much money on advertising instead of programs, that might be an indication that we are operating the charity for the benefit of the commercial fund-raising organization. So if just to give you a ridiculous example, if ninety cents of every dollar you donate to a charity was spent to offset the advertising cost, do you think you to donate? You know, even though the church may have got ten cents that it wouldn’t have otherwise received, i don’t think the public is going to be happy about that, and even if there were no laws prohibiting something like that, i think there’s a problem there if it occurs year after year after year, with a ninety percent overhead like that, ok, well, but that’s an extreme example, ninety percent right? And the money that you do devote to advertising could be used to increase scale considerably. As as you know, as dan describes in his breast cancer walk charity yeah, and that’s where i, you know, absolutely agree that we can’t we can’t just take a look at overhead and even look at it on a one year, two year, a three year basis and judge of charity based on that, maybe a seventy percent overhead would be justified for a couple years if we’re building up to scale a massive campaign and educational effort, there would be the question about whether the cost is actually overhead or programmatic in terms of educating the public as well. So that’s, really a lot of variables involved, but i think you do need some laws again to make sure that, you know, i don’t know if you received these calls, tony, but there used to be some some abuses here where? People would phone your residents and say, you know where charity that’s affiliated with the policeman or the fireman, you know, please loan it to us. A lot of times, those were run by commercial fund-raising companies that were taking ninety percent of every dollar, and the charities were not really exercising any oversight over it because they were just getting ten cents of every dollar that they would never have seen anyway. Jean, we have to. We have to go away for a couple seconds. We’ll be right back. Keep talking about the the ppa latto paul with a question mark, this is a question. Stay with us. Cerini yeah, you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna got lots more live listener love troy, new york. Portland, oregon. Havana, florida, san francisco, california, india welcome, india, you’re you’re location is masked. We know we know that you’re there, but we don’t know where your they’re welcome everyone. Guangzhou, china, shanghai, china ni hao on dh chou fu japan konnichi wa okay, gene, um, let’s, let’s, talk about the risk taking you and i are gonna have to continue this conversation. I can tell we’ll follow it up next month when you’re back, because it’s too rich topic teo, i think just covering just one segment, the next area really is is taking risks. What? What? What’s ah what’s dan pallotti is concerned there. Well, i i think dance concern is that non-profits are not taking any risks. We’re too stuck on the status quo, and that doesn’t allow us to scale the solve some of the big social problems, and we’re not getting anywhere by not taking those risks really important theme, i think that’s resonating throughout the sector i pulled listeners on this one is your charity or one you’re thinking of to risk averse in achieving its goals? In other words, would it have more? Positive outcomes in the long term if it took greater risks, fifty percent say yes and twenty five percent say no and then others had some comments. So fifty percent, of course we don’t know if it’s the same fifty percent of the time, but they seem to agree. But what is it in our by-laws gene that’s? Ah, putting a cap on risk taking well, there are a couple things. The first is the board’s duty of care, so they’re responsible for making sure that the use of the charitable assets are properly used to further the charitable mission of the organization and they have to use reasonable care of what would call and i’m scared of getting into jargon jail, but an ordinarily prudent person in like circumstances. What the hell is that? So it’s the average reasonable person who’s in charge of something like their own business? If they think it would be reasonable, expend their money in a certain way, then that’s permissible, right? But thea average person not not the adventurous, not the average adventurous person. Yeah, because you’re not using your own money, but you’re using charitable funds. We’ve got certain laws that prohibit you from being sort of wildly speculative, but there’s a really important, a sort of distinction to make first is you can’t breathe pretty speculative if the activity you’re investing in is completely in furtherance of your charitable purposes. But if we’re just talking about a revenue generating activity just like a fundraising event but not necessarily a new form of research for breast cancer, for example, but we’re talking about investing on a fundraising event. Now we’ve got a duty not to speculate and that that’s usually under state laws. So we’re supposed to not speculate wildly here, and they would be like investing just all of our reserve assets in one stock and sort of betting that apple is going to go through the roof instead of sort of pausing to think. Well, what if what happens if if apple stock doesn’t go through the well, let’s, focus on what you just said. You can speculate if it’s directly related to your mission. Yeah, you can speculate on a new program that that might do very well in advancing your mission or it might not. But that program is directly related to your mission. It’s not just the fund-raising program okay, yeah, all right, sure, but and then you, of course, you have the the board and, you know, we’re going back to boards tend to be conservative, and then you’ll have donors that, you know, we don’t we don’t talk a lot about failure in the charity sector and and if there isn’t a willing to fail, latto says, as you know, prohibiting failure is gonna kill innovation. I agree with that one hundred percent, yeah, of course, i mean that’s like an equation, yeah, but you’re going to have these prohibition if they’re not legal prohibition is going to have these sort of traditional prohibitions on risk taking and among your donors and maybe even among your board, yeah, and it’s a matter of educating our donors and especially hard board members to invest in that. So we’ve got to invest in educating our donors and boardmember so we can invest on innovation and tolerance of failures. You’ve got something in california unique, teo non-profits there that prohibits this kind of risk taking that puts a limit on it any way you want to say little about that. Well, in california, they’re special rules on how you prudently invested your income so again, it’s just a rule that says you may not speculate and mustn’t said, look to the permanent disposition of the funds considering the probable income as well as the probable safety of the non-profits capital. So if you want to invest in buying a coffee shop, you know that may not be a prudent investment if that’s where you’re putting all your money, even though there might be a very high upside to it. So, you know, it’s usually risk and return are related, and if you’re going to go high risk to get that high return and it’s purely and money investment, well, that’s going to be subject to those laws, if it’s a programmatic investments, then you’ve got some leeway there. Okay, now we don’t really have time to talk about the next to so we’re going to we’re going to hold those off dankmyer latto talks about time horizon and and attracting risk capital by sharing prophet, you and i will talk about those next time so let’s, spend a couple minutes. What would you like to see change, jeanne? Well, i’d like to see that i think the biggest point that that i made in the beginning is that overhead has got to be seen by the public first, something that’s not necessarily evil, overhead or high overhead if it’s used to build scale if it’s used to build solid infrastructures and systems, maybe a very prudent thing. I think in the for-profit world, if you’ve got venture capitalist looking to invest, uh, in some new business, they’re not going to want to see an organization that spent xero on overhead structure that business because it’s goingto say, well, that’s built on a really shaky infrastructure, you know, and maybe a foundation of straw that could collapse at any moment in the future just by going cheap now. So, uh, looking at overhead in and of itself is just a really bad way to judge organizations, and i think that’s the biggest message, maybe the secondary message is toe look att compensation and say, hey, we’ve got to be aware that the next generation is coming in often times with a lot of college debt, and if we want to attract people who have really good hearts into into the non-profit sector and there may be, you know, dirt. That month non-profit sector leaders as the baby boom generation starts to retire, we’ve got to really take care to make sure that that our compensation is reasonable enough for them to not have this luxurious life unnecessarily but have a reasonable life, especially in metropolitan cities like new york and san francisco, where it’s really expensive to live and i gotta factor those things in we have to leave it there. Gene takagi principle of the non-profit and exempt organizations law group you’ll find him at non-profit law blawg dot com and on twitter he’s at g tak e ta ke gene always a pleasure. Thank you very much. Thank you. We’ll continue the conversation next time you’re on next week, gary vaynerchuk you may know him as gary v he’s, a new york times best selling author. Very popular speaker, blogger and consultant. We’ll talk about his upcoming book, jab, jab, jab right hook i think i’m pretty sure we’re going to talk about these celebrities are a little tough to pin down, but i think that’s what we’re gonna talk about fremery a simple she’s, the prospect finder, our prospect research contributor and are doi n of dirt cheap and free research resource is, and she’ll have more of those two share next week. Check us out all over the web links air on my blogged at tony martignetti dot com insert sponsor message we have over nine thousand listeners, fundraisers and board members and leaders of small and midsize charities listening each week you can contact me on my blogged if you want to talk about sponsoring the show, i want to give away a social media road map. This is a booklet about a forty page booklet very informative and concise from amy sample ward so post on twitter to get this the social media roadmap i want you to post on twitter right now live listeners the first one to post on twitter using the hashtag non-profit radio i’m listening live too non-profit radio and be sure and use that hashtag first person who posts that gets a social media road map. Our creative producer was claire meyerhoff. Janice taylor is our line producer and the show’s social media is by regina walton of organic social media. The remote producer of tony martignetti non-profit radio is john federico of the new rules, i hope. You’ll be with me next friday, one to two p, m eastern, et. Talking alternative broadcasting at talking alternative dot com i didn’t think the student getting thinking to do. You’re listening to the talking alternative network. Get in. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alt-right argast are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow no more it’s time. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower. We’ll discuss what you’re born you society, politics, business and family it’s provocative talk for the realist and the skeptic who want to know what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me very sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details that’s, ivory tower radio dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Dot com. Hyre