Tag Archives: data

Nonprofit Radio for August 8, 2022: Increase Data Literacy Across Your Nonprofit

 

Alexandra ManneringsIncrease Data Literacy Across Your Nonprofit

Widespread data literacy helps your teams build a shared language of data communication, recognize good and bad data, and appropriately apply analytics to improve decision making. Alexandra Mannerings makes the case. She’s from Merakinos. (This is part of our continuing #22NTC coverage.)

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

 

 

I love our sponsors!

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Fourth Dimension Technologies: IT Infra In a Box. The Affordable Tech Solution for Nonprofits.

Apple Podcast button

 

 

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

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

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

Transcript for 603_tony_martignetti_nonprofit_radio_20220808.mp3

Processed on: 2022-08-06T00:34:50.783Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2022…08…603_tony_martignetti_nonprofit_radio_20220808.mp3.532593779.json
Path to text: transcripts/2022/08/603_tony_martignetti_nonprofit_radio_20220808.txt

[00:01:50.98] spk_0:
And welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh I’m glad you’re with me, I’d be hit with mega low kyra if you handed me the idea that you missed this week’s show increased data literacy across your non profit widespread data literacy helps your teams build a shared language of data, communication, recognize good and bad data and appropriately apply analytics to improve decision making. Alexandra manna Rings makes the case she’s from Morocco knows This is part of our continuing 22 and T. c. coverage on Tony’s Take to Tiktok we’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. And by fourth dimension technologies I. T. Infra in a box. The affordable tech solution for nonprofits tony-dot-M.A.-slash-Pursuant D just like three D but they go one dimension deeper here is increased data literacy across your non profit Welcome to tony-martignetti non profit radio coverage of 22 N. T. C. You know what it is? It’s the 2022 nonprofit technology conference, you know that it’s hosted by N 10. My guest now in our coverage is Alexandra Mana Rings, founder of Morocco knows Alexandra Welcome to non profit radio

[00:02:01.04] spk_1:
thank you so much for, having me here today tony quite

[00:02:04.37] spk_0:
a pleasure Absolutely welcome for your first your first time maybe first time lets see

[00:02:10.11] spk_1:
Yeah it’s my first time with NtC. So

[00:02:12.68] spk_0:
oh, is it okay? I go back to 2015 or something. I’ve been doing interviews from NtC used to do them when, when it was an in person conference, I did them live on the uh on the exhibit floor. Oh,

[00:02:25.70] spk_1:
that’s fun. Maybe someday we’ll get back to their

[00:02:27.60] spk_0:
next year is supposed to be next year in Denver, it’s supposed to be

[00:02:31.09] spk_1:
well, perfect. Because I’m already in Denver,

[00:02:34.26] spk_0:
fingers crossed. Is that where you are? Oh

[00:02:36.80] spk_1:
well

[00:02:40.79] spk_0:
NtC is gonna be local to you. There you go. Save your savior, save the cost of a hotel

[00:02:43.06] spk_1:
room stay.

[00:02:44.65] spk_0:
Actually, people people, people who are local state because it’s so much fun up till like 9 30 10 o’clock at night, they don’t really want to be like driving home, rather just take an elevator home, you know, to their room. So consider that possibility too. All right,

[00:03:00.57] spk_1:
your

[00:03:08.94] spk_0:
session is the imperative to increase data literacy across your organization. Why is this important? Help us understand overview

[00:03:12.62] spk_1:
Why

[00:03:12.93] spk_0:
does this matter for everybody in the organization.

[00:05:36.37] spk_1:
I feel that data literacy matters for two critical reasons. The first is because it is very difficult to get through your professional life efficiently and effectively, if you are not data literate. And the second reason is it’s very difficult to get through your personal life if you are not data literate. And the reason that I believe this is because data literacy is a subset of literacy, we wouldn’t, we would imagine that getting through life if you weren’t literate. If you couldn’t read or write to be nearly impossible. And data literacy is the same thing. I think we get confused with data literacy because we think it means only the production of data products, right? We think that this means I have to be someone who can create those fancy graphs, build data models, be a data engineer, create data warehouses and that’s just a tiny component of data literacy. I joke that you wouldn’t say you weren’t literate if you couldn’t read Hebrew or you weren’t reading, you know dostoyevsky, that’s a very subset of literacy that is reserved for specialists. Same with reading a medical textbook. Sure there is technical literacy that’s needed if you work in very specific technical rules. But we expect the rest of us to be able to read at a certain functional level and we should expect that we can use data at a certain functional level. And the reason for this is that so many things use data literacy that I don’t think we ran recognize are actually data literacy tasks. For example, you go to the grocery store and you see two different items that are different sizes and you need to decide which one do I buy and one is priced at 2 49 1 is priced at 3 15. You’ve got to compare across different situations, different context of those numbers and decide what’s the right one using the values of what you need to actually get done. That’s literacy. Exactly. That’s arithmetic. Or write another example with data literacy um is also understanding how our brains function with numbers. So you go to buy an item, right? And you see the little strike strikeout number was like used to be 9 99 and now it’s 3 49 or whatever. And that leverages a technique called anchoring by exposing us to a higher value number were more inclined to think that the lower value number is a better deal than we would have had. We just seen the original that that actual price,

[00:05:48.88] spk_0:
we’ve just

[00:06:06.27] spk_1:
seen 3 49 right? We would respond differently to that foreseen 3 49 against a previous 9 99 price. And so part of data literacy is also being aware of how we as humans ingest and interact with numbers and we have to deal with those kinds of things all the time. And then I

[00:06:07.40] spk_0:
have an example. I share an example with

[00:06:09.53] spk_1:
you. I

[00:06:39.33] spk_0:
remember I thought so fascinating menus in restaurants, people will perceive a number with a dollar sign in front of it to cost more than if the price in the menu is written out. No, no, there’s no Arabic numbers, it’s written out 12 $12.12 dollars 50 cents. That’s written versus dollar sign 12.50. Because you don’t think of, you don’t think of the written out as money. It’s not something out of your pockets, not something you have to spend. It’s just, it’s just an abstract word, $12.50 or abstract words. I thought that was fascinating.

[00:07:24.83] spk_1:
And there’s so many things like that where because we’re humans and the way that our brains work, we have all these shortcuts that allow us to do these extraordinary things that computers are still trying to catch up to. But it also means that occasionally those shortcuts have these odd side effects and these sorts of things like anchoring are some of those odd side effects and being aware of them can help you not be misled by people who might try to to use that against you. And then sorry, go ahead.

[00:07:27.30] spk_0:
Remember my question. I

[00:08:05.40] spk_1:
was gonna say as well that another part of data literacy is being able to be appropriately skeptical of the numbers that you see around you, right. You don’t necessarily have to know how to produce those numbers. You don’t have to know how to calculate those sorts of things, but you do need to you know when you should trust numbers and when you should maybe ask a few more questions about where those numbers came from. And in order to be able to be effectively skeptical rather than just either say I won’t trust numbers because you can’t trust numbers, blanket statement or being other. Your other option is that you just have to go entirely based on who’s giving it to you and that can, can be helpful. It can be a decent shortcut. But you want to be able to actually look at each number in each case and say, you know what might be some shortcomings of this number or what else might I need to do to really understand how I could apply this number. Understanding the limitations of the data that it came from.

[00:08:22.98] spk_0:
All right. You need to be able to react in individual cases.

[00:08:26.77] spk_1:
Yeah. When

[00:08:44.81] spk_0:
when you’re seeing numbers right. All right. You need to give your cat some love the second time up on your lap. I saw she was very you couldn’t even to listeners. You couldn’t even tell. But she gave the cat a couple of strokes. Put it down and came right back. That wasn’t enough. Not not even close. All right. Um Do you have a background in in data science or in any something quantitative?

[00:09:15.49] spk_1:
I joke that I’m a scientist who works with data rather than a data scientist. Data scientist is a a fuzzy term. Um But for the most part, a lot of people interpret it to mean having a lot of technical skills coding, data engineering. But my background is actually in life science. I have a PhD in epidemiology. I studied spillover of pathogens from fruit bats into people in West africa for my PhD. So I say that that gives me a really good way of asking questions of numbers and all of my quantitative skills have come out of. How do I actually process information to get me the scientific answers that I was looking for?

[00:09:29.69] spk_0:
How did you get from spillover fruit bats in western Western africa? Yeah,

[00:09:35.03] spk_1:
I wasn’t gonna

[00:09:36.15] spk_0:
non profit to the nonprofit technology conference,

[00:09:40.04] spk_1:
God blessed the broken road rascal flatts.

[00:09:43.25] spk_0:
So

[00:09:51.56] spk_1:
life, life has funny things. Um, I guess the shorthand of it is I was intending to go into global public health. It was where my passion was very, very interested in, especially in the space of zoonotic disease. So things that go from animals into people which now we’re all very aware

[00:09:59.87] spk_0:
of coronavirus is

[00:10:01.02] spk_1:
right. Exactly.

[00:10:02.84] spk_0:
We, aside from conspiracy theories is very reputable. E deemed to have emerged from

[00:10:13.43] spk_1:
Yes, yes, no, coronavirus as we know are have, uh, they’re the reservoir for most coronavirus is, But yeah. And so that didn’t end up working out quite the way that I wanted. And so I found myself through a number of different things here. And I am very glad I did. I enjoy it. Very, very much good.

[00:11:02.27] spk_0:
We’re glad to have you. My law career didn’t work out very well and here I am nonprofits, fundraising and podcasting. So all right. So that seems like enough motivation hopefully for folks. How do we start to get um, everybody in the organization, I mean, you said everybody can do better with data literacy in their jobs than without. So how do we get this to trickle down to folks that may believe that their work, it’s very, maybe manual or just doesn’t involve data. Let’s let’s start with those folks that that would believe that they’re they believe that their job just doesn’t require data literacy. How are we going to get them on board?

[00:11:58.08] spk_1:
I mean, I think the first is to make sure that we all understand what we mean by data. I think it’s easy. I I run into a lot that people think that data means finance. Right? And I again, like data means numbers and numbers or money and therefore they’re the same thing. And if I don’t deal with money, I don’t have to deal with data. But really all data are data are bits of information that we can store and repeatedly collect and come back to again. And when you think of data, that way you’ll start to realize that a lot of what we interact with our data. Images, our data, your emails are data. Your timestamps are data right? Every click that someone made on your website is data. And so there are very few jobs that don’t in some way involve some element of data.

[00:13:30.10] spk_0:
It’s time for a break. Turn to communications media relationships, you know how important relationships are in fundraising essential. They’re just as essential in media exposure. Both of the turn to partners are former journalists. One of them is Peter Pan a pinto who was an editor at the chronicle of philanthropy. So they know what to do and what to stay away from, to build relationships with journalists. Those media relationships are going to get you heard when you need to be heard, make you the thought leader you want to be. It’s all about relationships. Turn to communications. Your story is their mission turn hyphen two dot c o. Now back to increase data literacy across your non profit you say something repeatable and collectible. I mean we’re all doing repeat tasks. Even even those of us who do manual work, there’s a way to do it better if you’re I guess intentional about collecting some simple data.

[00:13:47.09] spk_1:
Exactly. I mean, you can think about farming, which is probably one of the most manual labors out there and there’s an incredible wealth of data available that many farmers, especially small scale farmers are putting to use to really help them whether it’s tracking rainfall, soil moisture, ph of the soil germination rates. I mean changing weather patterns are critical for farmers. So understanding new flowering times, um, and last frost dates. All of that is data. And if you can understand it and interact with it appropriately, you’re going to be better at your job.

[00:14:06.43] spk_0:
Okay, so

[00:14:25.43] spk_1:
that would be the first thing is, is how people realize that there are very few jobs out there that don’t involve data and if you can get them there, then I think the next step is socializing it. Let’s discuss it. Let’s have donuts and coffee and chat about our data and make it comfortable and easy space to be in where we can ask questions where we can explore where we can feel uncertain and like when we started discover terms that we don’t actually know what they mean and and asked, hey, does anyone know what variants actually means or or what do we mean when we talk about a standard deviation? Can someone help me know how to interpret a standard deviation and just discuss that chat about it, make it accessible.

[00:16:05.56] spk_0:
And now it’s getting a little now it’s getting uh more well now it’s getting more technical, but but you start to bring people along by having a broader definition of data. Data is not necessarily numerical, as, as you said, anything repeatable, collectible that you’re doing in your job. All right. Um then you start to use start to weave in your standard deviation and variance. Um Now I’m calling on my high school, I mean my college, my college statistics, I took I probably took statistics for poets or something. So I’ve heard the phrase standard deviation. No, I know I know that between an average and immediate. I’m trainable. Trainable. Um, Alright, so, alright, so we’re talking about, so we get everybody together, we’re talking about, you know, data in our, in our day to day work. And I remember to you said in your personal lives as well. But you know, we’re going to focus here on the organizational level. That’s all our listeners are in small and midsize nonprofits most mostly shout out to our board members and to those who are vendors to nonprofits as well. I know you’re out there, I know you’re there, but you’re supporting small and midsize nonprofits. Um, alright, so where do we go? I mean, all right. So we get to start and realize, help people recognize that data is a part of their work life every day.

[00:16:15.64] spk_1:
What

[00:16:15.93] spk_0:
are we gonna do with that information with that fact?

[00:17:53.46] spk_1:
So I like to sit down and say, what are the most critical questions that if you got answered, you would feel more comfortable with the decisions that you’re making or you would be able to make more effective, efficient decision. And the thing is, is even people who may or may not recognize the elements of data in their work. They usually know these questions. So if you are a development officer, the first thing you’re gonna say is man, if I knew which of my donors were more likely to give bigger gifts, I would know who to spend more time on or if I knew, you know, as a volunteer coordinator, the most effective way to reach out to my volunteers to make sure they respond. That would make it so much easier for me to figure out what modality, what method to reach out to them to. Well, both of those questions are questions we can ask of the right data sets. And so without making anyone be a super technical data person, we can find out what those questions are and then start to say how do we get the data to answer them? And and there will probably be a point at which you may get to a question that requires some more technical data expertise that you might not have in house. But until then ask those questions, look at the data that you have, see, who in your organization might be able to help you answer that. And this is where that socialization part comes in because if you’re a volunteer coordinator, maybe you don’t necessarily know how to dig into your volunteer database and find that. But maybe your program evaluator does. And even though maybe that program evaluators used to focusing on program data, You could carve out a little of her, his or her time to spend 20 minutes on your data and maybe give you some new insights of. Hey, I noticed that when you send emails, you get a 50% open rate. When you’re sending those text messages, you’re getting 5% of them responding. Let’s focus on email communication for your for your volunteers. Something simple like that.

[00:18:14.49] spk_0:
Okay, that’s that’s pretty achievable too. I mean that that’s something that’s easily easily figured out. Alright, alright, this is uh better living through data literacy.

[00:18:26.77] spk_1:
Alright,

[00:18:32.73] spk_0:
better living, better working Um part of your session was um well recognizing good and bad

[00:18:35.25] spk_1:
data.

[00:18:37.47] spk_0:
What do you want folks to know there?

[00:20:29.73] spk_1:
So this is again where I’m not sure that there’s a good way of getting this kind of knowledge unless you have someone come and teach it to you. You can self educate. There’s a lot of great resources out there but you have to have the time to invest in it. But these are learning things like survivor bias. So in my presentation I told a story about Abraham wald who is a statistician in World War Two, who the military approached and said, hey, a bunch of our planes keep getting shot down by the luftwaffe to write World War Two. The german air force is the dominant force in the sky. We have to keep our planes in the air against the Germans or we’re gonna lose. How do we armor these planes so that our planes last longer. And he had all the data from every bomber that returned and where the bullet holes were And when he looked at this, you could see and he did some quick back of the napkin statistics and he could see that there were areas that were twice as likely to be hit on the plane than others. So the tail was more likely to be hit. The ends of the wings were more likely to be hit. This sort of gap in the fuselage between the cockpit and the engine were more likely to be hit. So militaries like that. Is that where we armor and he was like you armor, where the bullets aren’t hitting because you were missing planes from your data set. They sort of looked at him and they were like what? Because I am looking at every returning plane. The planes I don’t see are the ones that got hit in a place that made them go down. And he had the data literacy to recognize a limitation of the data set that he was working with. And I used that as an example because he didn’t use a fancy formula to find that out. He didn’t run some algorithm to find that out. In fact he couldn’t have because his insight was on what was missing from his data, not what he did with the data he had. And so so this, what he discovered is this concept of survivor bias which is, there can be systematic gaps in your data based on the factors that you used to collect it. You know how you’re getting that data. In his case. It was literally a survivor bias right that the planes

[00:20:48.21] spk_0:
that went down

[00:21:00.00] spk_1:
couldn’t be in his data set. But we find this in other cases right. If you’re trying to study student success and all you have are data on alumni, you’re missing everyone who dropped out. Um, and so those sorts of things are, are things we need to be aware of when we’re looking at data. So survivor bias is a great example of bad data. Um And it’s not necessarily it’s bad. It’s limited. There’s there’s a shortcoming to it.

[00:21:19.36] spk_0:
Okay. Okay. I think I have a book that talks about things like this. Alternative interpretations of data based conclusions talks about like confirmation

[00:21:25.02] spk_1:
bias.

[00:21:26.17] spk_0:
Um It’s a college. I’m not kidding, I

[00:21:31.05] spk_1:
would believe you and now I would point out the confirmation bias is something a little bit different survive

[00:21:36.11] spk_0:
for some reason I kept this thing hypotheses rival hypotheses. For some reason I kept this in college. I don’t know why

[00:21:43.61] spk_1:
rival

[00:21:44.89] spk_0:
hypotheses. Alright well

[00:22:11.97] spk_1:
and that brings up a whole second issues. So you have issues that you have to understand with your data right? Are your data incomplete or your data biased in some way? And I don’t mean that like the data itself has some internal bias. I mean that the way that you collected it leaned towards a certain sample or another. Another great example is if you’re looking at um survey data and your survey was collected by landline phones That is not going to be a representative group of people because I don’t know anyone under the age of 40 who still has a landline

[00:22:19.27] spk_0:
and

[00:23:32.88] spk_1:
so it’s again not that the data in the data set are wrong per se but they are incomplete in a biased way. It’s gonna be heavily leaning towards older people in your sample. So those are functional problems with your data themselves that you have to be aware of and know know how to adjust and respond to what you brought up with confirmation bias and how we interpret that data and apply it to decisions is like a whole nother can of worms that I sort of reference with how we react to numbers and and this is really important too because I think that we often jump to a conclusion on interpreting a fact without realizing that we do it. So I could say and I actually had this happen, I was looking at uh the amount of money that hospitals in Colorado we’re spending on construction. So just how much money do Colorado, hospitals on the whole spend on construction. And I shared this with this number with an individual and she goes, I knew it, they’re spending way too much. And I was like well that wasn’t what I said, I just said it was however millions of dollars and she goes, yeah, I know. And she was immediately applying her interpretation to that number without realizing it. So I said 50 million let’s say. And in her head she heard me say hospitals are spending too much, but all I said was 50 million. So this like jump that we make to putting a value on the number or judging the number or applying that number often happens seamlessly and we have to be really aware of that as well.

[00:23:51.42] spk_0:
Yeah, I think I yeah, I do that all the time something. Reading something in the paper and say, oh my God, that’s so low.

[00:23:58.43] spk_1:
How

[00:24:07.38] spk_0:
can how can it be that small? But you know, without a context for comparisons that are similar. All right. Yeah.

[00:24:08.29] spk_1:
And that’s all part of data literacy as well is being able to bring to light how you’re interpreting your numbers. So that if, if you’re using something, if you’re falling prey to something like confirmation bias, you’re more likely to notice it or at least be able to counteract it in some way.

[00:27:28.92] spk_0:
It’s time for a break. Fourth dimension technologies. They have a free offer. It is exclusively for nonprofit radio listeners. It’s complimentary. I said free. Yes. Free is also complimentary 24 7 monitoring of your I. T. Assets. They’ll do this for three months. They’ll monitor your servers, network and cloud performance. They’ll monitor your backup performance. All 24 7. Any issues they will let you know asap Plus you will get a comprehensive report at the end of the three month monitoring and they promised they’re gonna throw in a few surprises as well. All free, all complimentary. It’s for the 1st 10 listeners. It’s on the listener landing page at tony-dot-M.A.-slash-Pursuant D. Just like three D. But they go on to mention deeper It’s time for Tony to take two. I am a uh, what is that called again? Oh Tiktok. I am a Tiktok Pioneer. Alright. So There’s a billion users. I’m an early adopter. I am on Tiktok. If you are there, uh, following hashtag nonprofits, which is a very widely seen one, like 360 million views I think. Uh, there’s another hashtag, uh, tiktok for nonprofits. Uh, and I’m also of course, uh, using hashtag plan to giving. So if you’re on Tiktok, I’m having fun with it. I hope you are. If you’re there, uh, it’s the, the app is so damn easy to use, so intuitive and so powerful. So this is a, you know, this is a revelation to me. A billion people have tested it. Try it out now and now it’s my turn. So yeah, no, it’s really is. I’m finding it fun and simple. And So if you’re there, there, there are a bunch of other nonprofit folks there, but we need more if you want to, you want to join. I’m 60 not too old to be on Tiktok at least by, uh, by my estimation, you might ask some 14 year olds, they may have a different opinion, but we’re not. Uh, I’m not 14 and we’re not talking to 14 year olds here. So, uh, doesn’t matter. Come in, join Tiktok. Follow those. The hashtag nonprofits, uh, Tiktok for nonprofits join us on Tiktok. If you’re there, check me out. Love to have you. That is Tony’s take two. What do you know about that? We’ve got just about a butt load more time for increased data literacy across your nonprofit with Alexandra mana rings. I feel like we’re, this is valuable, but we’re getting, we’re kind of ethereal

[00:27:34.55] spk_1:
here. Let’s

[00:27:49.99] spk_0:
drill down to the small and midsized non profit listeners that we’ve got. What are they gonna, how how is, how are they going to implement data literacy? I think we’ve talked enough about innovation. Why it’s important. How

[00:27:51.15] spk_1:
are they actually gonna do something?

[00:27:52.81] spk_0:
What are we gonna do with data literacy? What are we going to do with data literacy in, in our humane society?

[00:29:25.72] spk_1:
So the first thing that I tell people to do is conduct the data audit. This sounds fancier than it is. Basically. What you’re gonna do is you’re gonna get everyone around the table or virtual table and you’re gonna say what data sources do you have or know about that? You could access and get again as broad as possible. Start with this definition that data are repeatable, collectible pieces of information and say, what do we have out there? And if you start it with it on index cards or sticky notes awesome. I don’t care. Just start to get a sense of what you have out there and where it lives. And then you can start to apply a little bit more description to them. So if you know, okay, we have a student database, We all use that as how all of our students apply for our um scholarships for example. Well, could you make a table that says all of the data elements that are available there. And can you do that for as many of the data sources as you have and then get together and share that. Just tell everyone this is our little data dictionary. Here’s all the things we could find and what’s in them and what you’ll start to find already is people in the organization go wait, what we have we have student birthdate. I didn’t know that I could use that from the birthday cards. I was trying to send out or oh hang on, we track retention. This program over here was trying to figure out if if you know our coaching program was actually you know, improving retention and they were having, they were collecting retention in a separate survey. We can get rid of that survey and just use you know what’s happening over here. And so already people are gonna start to engage in the day to ask new questions, bring it on board because they didn’t even know it was there and they’ll find ways that they can start to bring it into the work that they do. A lot of people want to use data and they just aren’t aware of where it exists in the organization.

[00:29:48.62] spk_0:
What else. What else can we? All right. So we’re starting with this data on. So

[00:29:52.28] spk_1:
that’s that’s the first

[00:29:53.58] spk_0:
thing conversations right? People are seeing connections. People are seeing duplication.

[00:32:30.11] spk_1:
Yes. This will likely spin off something that is is necessary for data literacy though it’s not the same thing which is you’ll start to realize the need for some data governance and data standards. Right? Make sure can we standardize how we collect birthdate? Can we make sure we all do it the same way? Can we standardize how we define our donors? You know when I say repeat donor, do we all mean the same thing? Can we standardize how we calculate that so that we’re all on the same page with how we talk about it and part of that data standards that does feed into the data literacy is not just to document then all of your pieces of data. But let’s create a shared vocabulary. When I say you know a lapsed donor. Do I mean the same thing as someone you know in development is gonna mean And can we all agree? All right. When we say lapsed owner, what we mean is blank. We’re gonna calculate it this way. It means someone who hasn’t donated for one or more years. Perfect. We can all agree on that definition. And now when we use this, we’re gonna understand each other a whole lot better. So that would be the next step of this is data audit, shared vocabulary. And some of that shared vocabulary is just gonna be like do we mean the same thing? and some of it will be actually writing formulas right? I’m going to calculate churn this way. Let’s all agree we’re gonna calculate at this anymore then I think the next level is figuring out how you’re going to use the data that you find in your data audit and those metrics that you agree on, how to calculate in the decisions that you make daily and strategically. And this requires a culture shift as well as a process shift. The culture shift is around making sure that you are intentionally asking for that information when you go to make those decisions. So as a leader are you putting on the agenda a period of time where its data review? Are you making sure that you give people time to get those numbers to you so that you can incorporate them in your decisions? And then as you know a frontline worker, are you identifying the places where you might need data and don’t have it and passing that up the chain so that those resources can be earmarked for that. Whether it’s just giving you some more time whether it’s figuring out how to bring systems whatever it might be. So you can have that data in your decision making and the culture shift also is about when you sit down to make that decision, are you saying do we agree on this decision or are you saying? What do the data say about this decision, right is it about the people behind, you know, each option that you’re looking at or your gut feeling or how sensible that common sense. And I put that in quotes because I have a lot of issues with common sense things. Are you picking based on that or you picking on the thing that seems like it has the best evidence to support that it will get you where you want to go.

[00:32:58.81] spk_0:
Sense. And intuition

[00:33:00.64] spk_1:
right?

[00:33:01.82] spk_0:
Can lead us astray

[00:33:02.98] spk_1:
if you’re not aware of how they work. Now. I like to argue that to some level intuition is our unconscious data evaluation

[00:33:11.98] spk_0:
because it’s that well informed. You think

[00:33:26.63] spk_1:
well it’s unconscious. So it’s not all that well informed, but it follows the same model, right? Intuition is basically saying, here’s what I think will happen based on what happens to me in the past. And so the problem with intuition is it’s limited to your own experience. Whereas data can broaden that intuition to lots of other people’s experiences, right? Everyone in your student database gets to contribute to that data driven intuition rather than just your singular experience,

[00:34:13.55] spk_0:
aren’t we? Uh, particularly poor data uh, data analysts, you know, as we we we think, oh, the price of gas is is the highest it’s ever been. But we don’t know that in the early 19 eighties actually had spiked maybe not absolutely higher, but as a percentage it was it was a greater increase or something like that, aren’t we? Um I don’t want to necessarily say intuitively but inherently aren’t we? Inherently bad data scientists or of you know bad data aggregators aggregators.

[00:34:23.20] spk_1:
It’s a great question and the answer is sometimes and sometimes not,

[00:34:29.49] spk_0:
you know,

[00:36:08.85] spk_1:
so we as humans are incredibly good at making and finding patterns. In fact we are still better than many ai systems. Certainly better than any of the like hard coded ways of finding patterns. Um Like my two year old can could figure out the difference. I mean actually before when she was like 15 months old she knew the difference between dogs and cats, right? She would look around and be like that’s a dog basket cat, Ai still trying to figure that out. For the most part if you show them pictures of dogs and cats, they get close but they still get mixed up. And our ability to find those patterns and extrapolate those patterns out accurately is unparalleled. But to your point we’re not very good at being able to bring huge amounts of numbers together in an accurate kind of way. So if you throw a spreadsheet up and you’re like what is the spreadsheet tell me right? Like what’s what’s the average increase in prices? What is the peak of the prices and the dip of the prices or whatever. It might be. We’re not very good with handling like those huge amounts of numbers. Um And we do have other cognitive shortcuts that can can trip us up sometimes. So what I like to always say is that for us as humans, we want to use our skills where our skills are better than computers. And we want to give tasks back to computers where they’re going to be better. So again, for us, where we’re going to be a lot better, is looking at lots of different pieces of data results from data analysis and understanding how that fits together in the big picture. But how do we put together a decline in overall donors with an increase in average donor? So guys, with this engagement level of volunteers, we can put that together and understand what that might mean for our nonprofit a lot better than the computer is. But don’t ask someone to buy hand, go back and track how many hours every single volunteer did get an excel sheet to do that.

[00:36:38.99] spk_0:
Okay, leave us with, uh, leave us with some inspiration about data literacy and, and uh, what it’s gonna do for our, our, our work.

[00:38:19.95] spk_1:
A simple question. Right? So for me, the reason that I called this presentation, the imperative is I believe that we do have an imperative. We have both a moral imperative and a practical imperative. The way donations are really going and the way funding is really going for nonprofits. People want to see impact. They want to know when I give you $10. What happens with those $10? And in the past we’ve been able to say, oh we bought 15 lunches for those $10 and that was enough. Now what people want to say is well, are you helping people, you know no longer be unemployed? Are you keeping people out from being homeless? Are you able to actually make farmers more secure against rising temperatures? And those kinds of impacts are difficult to do with just simple check marks, right? Simple counting. You have to have more sophisticated data technologies and more sophisticated analytics to really be able to measure the impact that people want to see. So that’s the practical side of the imperative is if you want to survive as a nonprofit, you’re going to be able, you’re going to have to show and calculate and track the actual impact that your organization is having. The moral side is that we as nonprofits exist to make the world a better place and I don’t know of a better way to succeed at that than by using data effectively. The scientific method, the whole approach of testing things, measuring whether you get closer to your goal and adjusting what you did and trying it again is the best way that I have found to get good results. So if we are saying that we are here to make things better, then I believe we have then a moral imperative to do the best we can to make things better. And data literacy is a critical tool in that.

[00:38:52.55] spk_0:
The imperative to increase data literacy across your organization, Alexandra mana rings are first PhD epidemiology guest, I’m sure we’ve had master’s degrees in epidemiology but never a PhD I’m quite certain she’s founder of Morocco knows m E R A K I N O. S Alexandra. Thank you very much, enjoyed it.

[00:39:11.66] spk_1:
Thank you so much for having me here today.

[00:39:13.59] spk_0:
My pleasure

[00:39:15.37] spk_1:
and

[00:40:37.77] spk_0:
thank you for being with nonprofit radio coverage of 22 N. T. C. The nonprofit technology conference Next week. A 22 NTC pause board members are people too with judy Levine if you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com. We’re sponsored by turn to where like I’m 14 voice crack were sponsored by turn to communications pr and content for nonprofits your story is their mission, turn life into dot C. O. And by fourth dimension technologies I. T. Infra in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D just like three D. But they go on to mention deeper and they’ve got the offer go to the listener landing page. That’s it. tony-dot-M.A.-slash-Pursuant grab the listener offer. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by scott stein, thank you for that. Affirmation scotty. You’re with me next week for nonprofit radio big non profit ideas for. The other 95% Go out and be great.

Nonprofit Radio for April 26, 2021: Prepare To Tell Future Impact Stories & Modernizing Your IT Function

My Guests:

Stephanie Fast & Jeff Melando: Prepare To Tell Future Impact Stories

My guests from 21NTC want you to invest in technology, so you have the outcome and impact data you need to tell great stories. They’re Stephanie Fast and Jeff Melando, both from Social Solutions.

 

 

 

 

Derrick Gilbert: Modernizing Your IT Function

Now that you have a purpose for your IT upgrade, let’s take it to the next level. Derrick Gilbert explains his people, process and technology framework for IT upgrades that rival corporate achievements. He’s founder of Gil Technology Group. This is also from 21NTC.

 

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

 

I love our sponsors!

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

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

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

Transcript for 535_tony_martignetti_nonprofit_radio_20210426.mp3

Processed on: 2021-04-24T00:09:32.453Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2021…04…535_tony_martignetti_nonprofit_radio_20210426.mp3.378697007.json
Path to text: transcripts/2021/04/535_tony_martignetti_nonprofit_radio_20210426.txt

[00:00:02.84] spk_6:
Hello and welcome to tony-martignetti

[00:00:12.35] spk_7:
non profit

[00:00:12.97] spk_6:
radio big non profit

[00:00:15.11] spk_7:
ideas for the

[00:01:39.94] spk_4:
Other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh and I’m glad you’re with me I’d suffer the embarrassment of axillary hyperhidrosis if you gave me sweats with the idea that you missed this week’s show prepared to tell future impact stories. My guests from 21 NTC want you to invest in technology so you have the outcome and impact data. You need to tell great stories. There’s Stephanie fast and Jeff Blando both from social solutions and modernizing your I. T. Function now that you have a purpose for your I. T. Upgrade. Let’s take it to the next level. Derek Gilbert explains his people process and technology framework for I. T. Upgrades that rival corporate achievements. He’s founder of Gil Technology Group. This is also from 21. NTCC Antonis take two. Your mission based relationships were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And you’ll be hearing more about them throughout our 21 NTC coverage here is prepared to tell future impact stories.

[00:01:44.94] spk_7:
Welcome to tony-martignetti

[00:01:46.03] spk_1:
Non profit radio coverage of 21 NTC, the 2021 nonprofit technology

[00:01:51.64] spk_7:
Conference. We are sponsored at 21 NTC by

[00:01:57.84] spk_4:
turn to communications turn hyphen two dot c o.

[00:02:01.14] spk_7:
My guest now our Stephanie Fast

[00:02:03.33] spk_1:
and Jeff Milan does. They are both with social Solutions. Stephanie

[00:02:08.26] spk_7:
is president of Impact

[00:02:10.19] spk_1:
Partners at Social Solutions and Jeff is director

[00:02:14.51] spk_7:
of Impact Partners. Stephanie Jeff Welcome.

[00:02:18.54] spk_2:
Thank you for having us.

[00:02:19.82] spk_7:
Have you?

[00:02:22.14] spk_4:
Thank you very much. Your workshop topic is impact

[00:02:25.07] spk_7:
stories

[00:02:26.13] spk_1:
combining stories and data to better prove impact.

[00:02:31.83] spk_7:
Uh Stephanie, what we see that some shortcomings in

[00:02:36.12] spk_1:
storytelling, are they either to anecdotal or two data driven? Is that the

[00:02:40.54] spk_5:
problem? Well, I

[00:03:14.74] spk_3:
think that’s the problem historically is that the nonprofits have focused on telling the stories of their work, but they haven’t been in a position to tell the data that to use the data to back up those stories. So the, the readers get heavy on one side, which is the, the emotional side of the stories without having the technological data to support them. So are you know, what we were talking about in our in our session was how do you tell a better story? How do you bring those two together to be more impactful? Because you’re balancing both the heart and the head?

[00:03:20.74] spk_7:
Okay, right.

[00:03:25.24] spk_1:
The heart and the head. Very good. All right. Uh, important distinctions to make.

[00:03:26.54] spk_7:
Right. All right.

[00:03:38.94] spk_1:
So because we want to be data driven, but we also want to have some emotional appeal. Um, so Stephanie, let’s stay with you. Why don’t you get us started? How do we, what do we first think about if we’re going to be writing and we want to write one of these impact stories?

[00:04:55.94] spk_3:
Well, one of the things that, that Jeff and I talk about a lot is that you have to plan for data, it’s not something that just happens automatically. So most of the non profits that we talked to our, our clients of SSG have already sort of gone through their reporting cycle to their funders, right? They’ve written their 2020 statements, however, you know, um, unique. And um, I want to say, you know, messed up right? For let go better where like 2020 was what it was, right? And, and there was a lot of changes that we saw with funders in terms of their requirements for reporting, they reduced requirements. They allowed nonprofits to have more flexibility and how they spend There are funds. And, and so the reports that the nonprofits created for 2020 sort of reflect that like they had to just, you know, get work done as fast as possible. Kind of blow things out and, and so they’ve, they’ve now had a chance to report back to their funders on what they’ve accomplished. The, what we’ve been talking about is how is 2021 going to be different? Right? 2021? Like when we’re sitting a year from now in March of 2022, you know, looking back at 2021, like what do you want to do differently? When you talk about your impact in 2021 and if you’re going to have a change in your story, then you got to start thinking about the data that’s going to support that story now, right? Like figure out what you want to say next year. And then let’s back it up and look at what do we need to do today to be prepared to tell that story a year from now, Jeff, Jeff, pardon me. I was just seeing if Jeff had anything to add

[00:05:17.61] spk_1:
to that. Well, I was gonna ask

[00:05:18.61] spk_7:
the same. Yeah,

[00:05:19.44] spk_1:
absolutely. We’ve got to get to Jeff Jeff. All right. So, so yes, we’re going to predict what we want to be able to say. So how do we start now deciding what to capture to say that a year from now?

[00:06:46.84] spk_2:
I think, I think a lot of nonprofits, especially the providers of human services that we get to work with in our, in our daily lives at work, they know what they’re good at inherently because they’re doing it every day. But it takes a bit of a heads up approach to think about systems and strategies and most nonprofits don’t have time to do that right there like knee deep in the river trying to catch fish. And somebody is on the, on the, on the banks of the river with like a net saying like, do you want to try something different? Um, and so that’s kind of where we sit today, right? And we, it’s a constant, constant thing, right? There’s always room for innovation. There’s always a role that technology can play. And, and the, I’ve heard it once. I’ve heard it 1000 times nonprofits are behind when it comes to tech investment. Um, and we know that, right? Look at, look at the public-sector side or even the for profit business side studies are stone for profit businesses are investing anywhere from 13 to 22 of their bottom line revenue on technology because they know experience formacion a lets them do more with fewer human resources, Right? Nonprofits. I think Anton’s latest statistics is about two of annual operating budget is spent on tech.

[00:06:49.33] spk_1:
Oh my, it’s that low 2%.

[00:09:06.84] spk_2:
That’s, that’s the latest number that I’ve seen. And I’m, I’m not all that surprised. And if you look at the types of technology that most nonprofits have universal access to its Microsoft office and it’s an operating system and it’s a calculator, Right? Well, that’s really hard to show that you’ve actually exchanged. You actually moved the family from housing, insecure you stable, right. Other than you just put that in a letter to your donors or your funders, right. Um, so to be able to invest in like the technology infrastructure and the capacity to prove it and to prove it, not only that you’ve done it for that one family but that you’ve done for every family that you’ve touched or that you do a current X percentage of the families that you touched to be able to show your success is one side of the coin. I think the other side of the coin, maybe the side of the coin nobody wants to talk about. No nonprofits wanna talk about funders I want to ask about is what are the things that we’re doing and spending time and resources on that we’re not good at. So anecdotally we work with a nonprofit uh Were there for years. Right. Big non profit they run five programs in their community. They adopted some data systems to track their impact statistically quantitatively. And what they realized is four of their programs extremely impactful participants enrolled in those programs were having just massive life changes that broke down cycles like poverty or or domestic violence or abuse. The 5th 1 they were mediocre at and when they compared their notes with another nonprofit around town that did the same service, they found out that that other nonprofit was way better. So they developed a partnership, but data driven partnership to actually extend a better experience to the people that need that service in their community. So when I think about impact, I know that um, funders want to talk about impact for the sake of nonprofits telling it to them so that they can say look at what we invested in. But really impact is about changing a person’s life, right? So I don’t want to get to like it’s all about data, it’s all about stories, It’s all about telling this to your funders and it really it comes down to doing good work to change the reality of a person’s life. Right? Does that make sense? All right.

[00:09:12.48] spk_1:
Yeah. You said a lot there. I mean, I’m trying to I’m trying to take away,

[00:09:16.43] spk_7:
you know,

[00:09:24.54] spk_1:
technology investment, uh, and there’s lessons to be learned from the corporate side, but also

[00:09:25.86] spk_7:
focus

[00:09:28.64] spk_1:
on what you do best because because the things you’re not doing well are sucking resources away from where you you can be much more efficient. Every dollar spent on a lackluster program is a is a dollar not spent on a highly efficient and impactful and successful program.

[00:09:44.24] spk_2:
Yeah, economists would call that opportunity cost, right?

[00:09:53.84] spk_1:
Yes. The opportunity cost of doing something you’re not so good at is high when you’re talking about people’s lives or clean

[00:09:54.83] spk_7:
our air. All right. All right. All right. So, let’s get we gotta get back to now. We gotta get back to the root of uh

[00:10:02.94] spk_1:
writing these impactful stories. So drill this down now, Jeff. I’m not letting you off

[00:10:05.92] spk_7:
the hook. Bring

[00:10:07.01] spk_1:
me bring us back to

[00:10:09.14] spk_7:
writing impactful stories.

[00:10:11.24] spk_2:
So what if I got

[00:10:12.96] spk_1:
a deadline I’m on. I’m on deadline here. I’ve got a I got a 250 word e newsletter piece that’s got to be done by midday tomorrow. Where am I here?

[00:11:03.34] spk_2:
So, non profit Yeah. Do you think do you think your Thunder wants to hear about all the cool stuff that you did? Or do you think your Thunder wants to be shown the impact of all the cool stuff that you did? Right? That’s what it comes down to. Right. So take your data kill your investors, whether their institutional funders, private philanthropy, corporate funders or even individual donors and show them that the dollars that they spend on you are well invested. Um There are definitely donors out there that give from the heart and that’s very nice. And they’re definitely institutional funders out there that just want to write the check and hear about how many kids you served. But the ones that are going to be long term partners, the ones that are gonna give you grants year over year, maybe long term grants. They’re the ones that are gonna want to see that you’re the type of organization that believes in proof and evidence and that you have model and the systems to tell it.

[00:11:37.04] spk_1:
All right. All right. So there’s there’s there’s a lot that has to be set up. Well, that this is back to Stephanie’s point. You need to know what you want to capture and your point you have to have the technology uh, and the most efficient programs to capture the best. I mean, your most efficient programs are gonna show better data than your lackluster programs. So. All right. All

[00:12:28.14] spk_2:
right. And it’s as much a learning her for nonprofits as it is for funders. This is we often try to separate the two conversations because there Technically two different types of organizations. This is the same problem encountered for both groups. Write a funder says, Hey, I have this grant where I gave money to this organization that went to schools and handed out brochures about dental hygiene. What’s the how do I measure the impact of that? Was like, well, you don’t, there isn’t any like that’s a sponsorship not to grant. You know, if you’re investing in a fund is invested in organization, they should also want to invest in that organization. Success. Not just right, but you faded out. Not just what, not just writing the check in. Just in the success

[00:12:32.38] spk_1:
invest, right? Investment, not just a transaction

[00:12:35.58] spk_2:
versus a

[00:12:36.30] spk_7:
transaction. All right, Stephanie, Stephanie,

[00:12:49.54] spk_1:
I want I want you to bring us back to. I still am, I still have my deadline for 250 word article. And uh that I need to plan For what I want to say in 2021. It’s not gonna help me write my my impact story with my new deadline for tomorrow.

[00:14:42.64] spk_5:
Right. So one of the things that we that we talk a lot about is about the difference between outputs and outcomes and insights and impacts. Right? So there is a continuum. And I think the old way of of sort of looking at it was like dollars per participant. Right? So you could see how many people did I serve, Right. That’s sort of the old way of doing that. And I know it because that’s kind of my background. So I came from a nonprofit, I worked as a chief financial officer of a nonprofit for 12 years. And over the course of those 12 years when we started, we that’s what we were doing. We were counting how many people got access to clean water, right? How many people got access to a school and what we were finding over the last 5-7 years. I think it coincides with what technology is able to provide, right that the abilities of um, of technology keep growing so that you’re able to use data to find more and more. You can track more and more things and you can and you can move beyond just tracking access or just tracking outputs. And I think you’ve got to, you’ve got to develop your theory of change. You’ve got to figure out what, what is the true out outcome that you want to achieve and how do the outputs relate to that? Right? That’s an activity. That non profit should go through and figure out like what is their theory of change? We we did that at my former organization because our our donors were starting to ask those kinds of questions. They were starting to get more sophisticated. They were writing bigger checks. If the bigger checks, you get, the more that they’re likely to be thinking about impacts instead of outputs. Right? And so when you start moving from that mindset of just tracking the small outputs to starting to think about the outcomes, then you start to track different things. And that’s how you build what you want to track next year by thinking about what do I need to start tracking now?

[00:14:52.24] spk_1:
Okay. All right. My hypothetical uh my hypothetical writer who has articles still not written,

[00:14:59.30] spk_7:
That’s still not

[00:15:00.13] spk_4:
right. All right. So, I should have planned. All right. So

[00:15:03.35] spk_7:
All right, Well, the lesson

[00:15:04.46] spk_4:
is that

[00:15:05.44] spk_1:
you’re not gonna be able to write a great

[00:15:07.48] spk_7:
impact story

[00:15:10.54] spk_1:
for tomorrow at noon with unless you’ve got things in place

[00:15:14.24] spk_7:
to to track real

[00:15:16.37] spk_4:
outcomes, real, real real impact outcomes versus impact, I understand the difference.

[00:15:21.05] spk_7:
Alright, alright. So

[00:15:23.34] spk_1:
you’ll have to work with the data

[00:15:24.45] spk_7:
that you’ve got

[00:15:25.74] spk_1:
and weave that into a narrative for your deadline story that’s due tomorrow.

[00:16:13.24] spk_3:
And I think that if you haven’t planned then you’re going to have to rely heavier on the case studies and heavier on the you know, taking one piece, one example of how your work has transformed someone, right? And if you don’t have the data writ large, then you’re going to have to find the data in a microcosm and then tell that story. Um as part, you know, when I was saying before, was this balance apartment head, But if you don’t have the big data to talk about, then then pick a small case study and wrap your, wrap your impact around that one individual and how they’ve been transformed by your services. Okay.

[00:16:14.74] spk_1:
Okay. All right. You got

[00:16:15.49] spk_2:
unfortunately if if you didn’t invest in the in the right infrastructure to get the data, your noon deadline tomorrow is uh there’s a sane in the south. The ship sailed.

[00:16:27.04] spk_1:
Yeah, no, that’s

[00:16:28.13] spk_2:
clear. Alright.

[00:16:36.24] spk_1:
Well, yeah, we say something in the north. Well, I’m in north north Carolina now, but I’m from the north, which is, you know, you’re screwed, you work with what you’ve got and and Stephanie, Stephanie just explained how you can take an anecdote and you can you can also craft that into a larger sum larger narrative, but maybe without the ideal without the ideal data about about true impact.

[00:16:54.44] spk_7:
And and

[00:18:01.34] spk_2:
and we’ll never we’ll never have perfect data. There is no such thing in an ideal world will have clean and complete data, but it still won’t be the entire picture. I think whether you have good data or bad data that the end goal is no, I mean make for your investors, funders, donors community understand the work that you do understand why it’s helped them understand why it’s important and who your who’s benefiting from it, right? Find outside resources. So do your research. I’m on the help out. Didn’t say I’m on the board. Help out with a nonprofit here in charlotte. Um, that does empathy education. It’s really hard to get like metrics for a nonprofit with one employee around empathy education. But what we do have is research, right? We can show that by doing empathy education. K through five people are more likely to be nicer. They’re less likely to participate in bullying, right? Um, and the research happens to come from Harvard. So that’s, that’s a start, Right? So in the absence of data, find someone else that had data and show that you’re similar enough. Right? So, okay, there you go.

[00:18:07.47] spk_1:
All right, You can use them outside. You can use some outside numbers.

[00:18:10.10] spk_7:
You’re in charlotte. We’re only about five hours away by car.

[00:18:12.92] spk_4:
Where are you? I mean Emerald

[00:18:14.54] spk_1:
Isle on the beach.

[00:18:15.69] spk_0:
Okay, Very cool.

[00:18:18.44] spk_2:
Oh, I actually went to, so I went to Unc Wilmington. So yeah, hour and a

[00:18:23.25] spk_7:
quarter of south or so. Yeah, I have

[00:18:25.08] spk_4:
the ocean across the street here.

[00:18:26.53] spk_2:
I’m very jealous how close you are to a port city java. I know on podcast we don’t want to plug businesses that aren’t necessarily sponsors, but if you are attention folks listeners, if you are in coastal north Carolina and you go pass a port city java and your coffee drinker do not drive past it without getting something

[00:18:45.32] spk_1:
as he takes a sip from his mug. It’s not a port city java mug, but we don’t have Port City java here in Emerald Isle.

[00:18:52.04] spk_7:
It’s a small thing you’re

[00:18:52.97] spk_2:
not very far from, pardon

[00:18:54.95] spk_7:
me,

[00:18:55.53] spk_2:
not very far from, not very far from

[00:18:57.23] spk_1:
maybe anymore head

[00:18:58.73] spk_7:
or something. Okay,

[00:18:59.79] spk_1:
We’re a small town, only about 3500 time residents here, which is why I like

[00:19:04.37] spk_7:
it. Um, alright, but Port city job, that’s okay. We can shout out non

[00:19:07.86] spk_4:
sponsors. That’s right.

[00:19:09.44] spk_7:
We shouted out social solutions, you’re not sponsored, So

[00:19:12.22] spk_1:
there you go. There you go.

[00:19:13.94] spk_7:
Okay. Um, all

[00:19:15.80] spk_4:
right, so let you know this is becoming

[00:19:17.12] spk_7:
more of a conversation about

[00:19:23.34] spk_1:
how to prepare to write impact stories next year, which is where you started out, Stephanie, you know, saying you need to know what you want to report on a year from now to put those things in place to have the numbers to do so.

[00:19:31.69] spk_7:
Um

[00:19:32.59] spk_4:
All right,

[00:19:33.37] spk_7:
all right, that’s right.

[00:19:34.34] spk_1:
We we got our we’ve got our

[00:19:35.81] spk_7:
my my deadline off the hook, so we’re

[00:19:38.08] spk_1:
okay, you gave some solutions for that.

[00:19:44.84] spk_2:
I think the, like the actual story is the easy part if you build the the infrastructure to Yeah,

[00:19:50.34] spk_1:
that’s the point. Right? So I’m saying that this has evolved into a plan for the

[00:19:54.31] spk_7:
future, your impact stories

[00:20:02.94] spk_1:
for sure or impactful story. Impact stories, I guess. Yeah. To write those stories. Right? So, um, let’s talk a little more about then, what since that’s where we

[00:20:11.74] spk_7:
are. Um this preparation, you know what we’ve talked about the data driven, let’s talk about some of the emotional appeal,

[00:20:15.55] spk_1:
like Stephanie, you said, you know, it’s the brains and the heart.

[00:20:18.79] spk_7:
Let’s let’s

[00:20:23.64] spk_1:
all right for this story that we’re gonna be writing a year from now. How do we bring in more of the heart?

[00:21:44.34] spk_3:
Well, I think the place to start is with the people who are closest to the work. Right? So I think the best place to start talking about Case studies is with the caseworkers, right? They’re the ones that have the most direct experience with individuals, it’s not in the marketing department, it should start with the people in the field when in my in my previous role, uh that was we were doing work in Ethiopia, and so are field workers. Were the ones that were capturing the stories, you know, in the small communities, in the small rural communities, right? Because they’re the ones taking the pictures and I think people don’t want anymore, they don’t want the cookie cutter story of this little boy gets up at 4 30 in the morning, walks six miles to go get water. I mean, unfortunately that we’ve heard those stars too often. So I think what is appealing to people now is something that’s more raw, that’s more vulnerable. That’s more uh like real life of of what somebody is experiencing in the most direct way. That doesn’t feel candor staged. It doesn’t even have to be 100% good outcome. I think people are as interested in why things fail as why things succeed. And I think the more people are willing to tell authentic stories that that come come at issues from new perspectives. I think that really resonates with with readers.

[00:21:57.74] spk_7:
Okay, Jeff you wanna you wanna hit to the heart?

[00:24:31.94] spk_2:
Yeah. And I think if if we usually, usually with nonprofits, the Hearts, the part this nonprofit was typically started to do something for people, right? So there’s an inherent emotional attachment, emotional load do that. Um, so we almost say exclusively, but a lot of times it’s getting the pulling out from the emotion. What is it’s wonderful that we we got this family stable housing. How does that, how does that help them like go go one step further with the data? Um, but I agree with Steph, it’s about getting the stories from on the ground and it’s got a very non profit and non profit. Right? Um, so your Art museum, you have have to think about, Well, we have these great exhibits and we have this much, you know, there’s many people coming to see it and they’re experiencing this art that they wouldn’t otherwise have access to. I’d also think about the equity of it, right? So, Oh, but also we have, you know, we subsidize visits for people of this income level and we have school trips come through, but that’s gonna be completely different if you’re an after school program, right? If you’re an after school program, you probably have really good data around, Hey, we know after the 14th absence, this kid is 40 less likely to graduate for any given grade, right? Well, what that means for little timmy is that he means family just lost their house and now they’re in a hotel. So we had to switch schools, which meant he was out of school for 10 full days. We have to intervene, right? To show show your readers. Think, first of all, think about what your readers are interested in and what you want to get out of it. So if it’s a donor or if it’s a community member and or a Thunder, you want to be able to show that you’re solving a problem, that you are providing a unique solution to a problem that we know exists in society. Um and from there, an accurate description of the problem is often a lot of the heart, the heart will automatically respond to that. The thing about that’s the thing about the heart or the other side of the brain. It’s it’s sort of it’s very responsive to that pain and under like it’s not hard to understand what it must be like to be a family losing their home or a person that’s out of work, especially this year with the pandemic. That’s easy, right? The next step is showing and here’s how our solution solves that. But by this point, if if your if your problem is real and your solution is good, people are already crying.

[00:24:39.14] spk_1:
Yeah. And and a lot of this emotion is uh Stephanie said it’s going to come from the folks who are actually doing the work on the ground, you know, the caseworker with timmy’s family.

[00:25:07.84] spk_2:
Yeah. And there are certainly cases where like instances where you don’t want to necessarily use who real world of an example, domestic violence shelters don’t, you’re not going to use a name or anything personally identifiable? Absolutely. 100%. We there’s always going to be data sensitivities and to think otherwise is um maybe blindsided. But that’s not to say that there aren’t stories that matter. And there are stories that are both meaningful from an emotional standpoint, but also backed up by data and science and proof

[00:27:22.14] spk_3:
tony Can I offer another perspective to this conversation? Um if we have time. So one of the other things that we’re talking about when you’re, when you’re building your impact story is not to do it in a silo. So even though you are one organization, you are part of a community, right? And we um we are trying to break down the barriers between organizations working in silos to getting people to have more of a community mindset, both in terms of the nonprofits that are working together to solve a person’s needs. Like he was talking about little timmy is needs homelessness help, He needs job or his parents need job help. He probably is food insecure. You know, there are people don’t live single issue lives anymore. They need they need organizations that can work together and can think about things in a community like fashion, both on the nonprofit side and on the thunder side. Right. What Jeff and I do is strictly raise money so that nonprofits can adopt technology, whatever technology they have, whether it’s social solutions or another technology, all we’re trying to do is get money into this sector because we think change starts with technology, right? So when you can get the funders to start thinking in a community way like pools of money and getting outcomes tracked for the whole sector, right? The whole community, then you start to have a different story to tell as well. And that story also would translate into your impact stories because then you’re looking at, you’re like, hey, it’s not just about how many people I served, it’s how many families got out of poverty because I’m connected to this bigger network and through this network, working together and sharing, sharing data and sharing outcomes and sharing, you know, tracking people across organizations. We were able to get x number of people sort of out of the system, which is ultimately the goal, right? The goal is not to just give them a meal. The goal is to get them stable so that they can resist a shock when it comes their way and that they can get sort of placed out of the system. And so like Jeff and I, you know, we we are obsessed with getting money into the sector so that so that this work can start to happen on a community level.

[00:27:43.94] spk_1:
Okay, we’re gonna leave it there. All right, Stephanie, we let Jeff shout out that he’s in charlotte north Carolina. Where are you

[00:27:48.99] spk_3:
in Austin texas?

[00:27:50.86] spk_4:
All right, go

[00:27:52.11] spk_1:
on. You’ve got yes, your bio said you’ve got three daughters in what, three different gig um, horns, boola boola and

[00:28:00.64] spk_3:
and roll

[00:28:01.48] spk_5:
tide. Roll, yep, we’re waiting

[00:28:04.75] spk_1:
for the tide is Alabama. I looked these up but I don’t remember

[00:28:08.52] spk_5:
what boola boola boola

[00:28:09.50] spk_3:
boola is. Yale. My youngest

[00:28:10.94] spk_5:
one in the ROTC

[00:28:12.00] spk_3:
program at Yale. Okay, and what was the third one is hook em horns. She’s a longhorn. She’s here in

[00:28:16.62] spk_5:
Austin at the

[00:28:17.87] spk_3:
University of texas. Ut

[00:28:19.48] spk_7:
ut

[00:28:20.84] spk_1:
that’s Stephanie, fast

[00:28:22.03] spk_7:
President of recent

[00:28:23.58] spk_1:
President of Impact Partners at Social solutions and Jeff Blando. Director of Impact Partners Also, it’s social Solutions. Thank you, Stephanie. Thank you

[00:28:32.28] spk_5:
Jeff, Thank you Tony.

[00:28:33.65] spk_3:
This is a great

[00:28:39.54] spk_1:
pleasure, my pleasure. Thank you And thank you for being with tony-martignetti non profit radio coverage of the 2021 nonprofit technology conference

[00:28:42.74] spk_7:
where we are sponsored by turn to communications turn hyphen

[00:30:12.84] spk_4:
two dot c o It’s time for a break. Turn to communications. Here they are when there’s something in the news and you want to be heard on it. When you want to get an op ed published. When you want a guest on blogs and podcasts, speaker at conferences and be shared on social. You turn to turn to, they have the relationships, they know how to get you the coverage, they know how to get you covered. Turn to communications turn hyphen two dot c o as you’ve heard a few times throughout the show. It’s time for Tony’s take two. Your mission is the basis for your relationships. This has come up a couple times. Just this past week, questions about, you know, what do we talk to people about or how do we open a conversation? It’s your mission. That’s what you have in common with folks. Now, I’m not so much talking about acquiring new donors that, you know, my work is planned giving. We don’t acquire new donors. That’s a different science and art. I’m talking about having conversations, planned giving or otherwise with any of your existing donors. Even even first time donors, they’ve, they’ve just done it. What’s the common denominator between you and them? It’s your work they gave to your work. Even if it’s just one time

[00:30:21.24] spk_7:
you have it in common.

[00:30:22.38] spk_4:
You build from there. That’s the basis of your relationship.

[00:30:26.24] spk_1:
Now, of course, in planned giving, you’re talking to folks who have been given to you for a long time,

[00:30:36.54] spk_4:
easily decades and lots and lots of cases, decades. So, but the, so the relationship is,

[00:30:39.14] spk_7:
is already exists to some degree and you’re just

[00:30:42.66] spk_4:
maybe trying to expand

[00:30:43.71] spk_7:
it to be a little more

[00:30:44.69] spk_4:
personal. But wherever

[00:30:46.72] spk_7:
you are in

[00:30:47.67] spk_1:
either end of that spectrum

[00:30:49.87] spk_7:
from new

[00:30:50.86] spk_1:
donor or to plant

[00:30:52.96] spk_7:
giving or

[00:31:01.94] spk_4:
anywhere in between your mission, your work, your values, the importance of all that, that’s the common denominator that you’ve got with folks. That’s what you build your relationship from. You have conversations and

[00:31:09.55] spk_7:
those conversations might be digital

[00:32:04.84] spk_4:
or you know marketing materials, I mean conversations figura figuratively your conversations are about that. That’s what you’ve got in common with other folks. That’s what they want to talk to you about now. Of course you can build a relationship from there naturally. But that’s what you’ve got to start your relationship building with, that’s what you’ve got in common. So work from that and I wish you of course fruitful relationships of all types, all types of whether it’s volunteer or the folks you’re helping, wherever those relationships are, they come from your mission That is Tony’s take two. We’ve got boo koo but loads more time for nonprofit radio here is modernizing your I. T. Function.

[00:32:09.14] spk_7:
Hello and welcome to Tony-Martignetti non profit radio coverage of 21 NTC. The 2021 nonprofit

[00:32:22.54] spk_4:
Technology Conference were sponsored at 21 NTC by turn to communications turn

[00:32:25.94] spk_7:
hyphen two dot C. O. I’m kicking off our 21 NTCC

[00:32:27.88] spk_4:
coverage right now. My very first guest of the

[00:32:30.63] spk_7:
conference is

[00:32:31.77] spk_1:
Derek G. Gilbert. He’s founder and chief business technologist at Gil Technology Group.

[00:32:37.38] spk_7:
He’s at D G. Gilbert

[00:32:42.04] spk_4:
I T. B A. Derek Welcome to

[00:32:43.65] spk_7:
Non private radio and uh kick off of the 21 NTC coverage.

[00:32:47.64] spk_0:
Thank you. Glad to be here, appreciate it. Been watching you last four or five. Ntc. So happy to be part of it. Yes,

[00:32:58.56] spk_1:
usually right. When we were on site, I’ve always been on the conference, the exhibit room floor. Cool. Thanks

[00:33:04.74] spk_7:
thanks for seeing us there.

[00:33:05.67] spk_4:
Okay.

[00:33:06.54] spk_7:
Um your topic is modernizing the I. T. Function people

[00:33:11.93] spk_1:
process and

[00:33:15.24] spk_7:
technology. I want to kick off by just asking what does modernization look like for nonprofits?

[00:33:22.14] spk_0:
Uh that’s the question of the day. Excuse me. I didn’t get a lot of coffee and we have a call.

[00:33:29.18] spk_7:
Okay thank you. Thank

[00:33:30.42] spk_1:
your time. We got plenty of time to talk about it. Don’t worry.

[00:34:50.94] spk_0:
Yeah. Uh non profit The whole principle proposed that session is that I believe in being able to leverage things in different industries into non profit. So I’m trying to to see how we can how the benefits the ceos of commercial enterprise leverage modernization and to improve their bottom line that nonprofits to definitely modernize their I. T. In order to their bottom line which is creating greater impact and and fulfilling the mission. So I’m organization It’s basically three phases. Once that people process and technology. I read an article. Mckinsey Company had an article about how Ceo with modernizing it for revenue games and you talked about the role of the I. T. Function needs to change a modern it uh organizations that actually become more strategic. And I know that the nonprofit has been quite a few years supporting nonprofit is technologies mostly seemed that the tactical solution to what the mission is versus a strategic element. So the first thing is to the role of I. T. Should be raised to be a strategic the culture should be more strategic and we so

[00:35:02.04] spk_1:
well so just we can you know we in the in the nonprofit community can can get the same types of benefits that we’re seeing with technology on the on the commercial side.

[00:36:59.73] spk_0:
Yes the different for different outcomes. Right? So permission for example, you know, in the commercial space, people may modernize to reduce costs in order to increase their profit line, increase better financial picture. The nonprofit space were modernized to reduce costs. But that’s also to put more money, uh, into investing into the mission or into services. But the idea is that when I see strategically, it’s like I can do more mission, more value to the constituents if I have more up to date in modern technology, uh, strategically thinking. So we look at the beginning of the front. So there are some financial and non financial benefits either way. So I was just trying to use the fact that, uh, let’s, let’s let’s position I think differently as a partner, uh, strategic partner as well as identified the right reasons we know that night, uh, non profits. They are challenged by funds for administrative or general services such as sad overhead. And so the second piece of that is you really got to have the right people that, I mean, I always quote Jim Collins book good to great to talk about the right people. So you gotta have talented and so I know you can’t have a whole slew of staff, but I think you need a leader there and you need a qualified leader. So the resources and then strategically use vendors, which were not a process. They do all the time they outsource but the right type of stuff. And then you look at how to modernize their technology infrastructure. And now we’re going to the cloud is obviously right where to go? There’s a lot of discounts for nonprofits to move to Microsoft 365, uh, and that the whole environment that right there is everything you need to do a nonprofit and then allows you to be able to scale and be more flexible. And if you do that, you just take the now you can spend more time focusing on how do we have greater impact in the work.

[00:37:21.23] spk_1:
Okay, so you’re right. Do you have this people process and technology framework, which I was, I want to drill down into a little bit. I do. But first I want to just, I want to flush out something. So folks get the idea,

[00:37:30.07] spk_7:
what does it mean

[00:37:31.49] spk_4:
to think of

[00:37:33.33] spk_1:
technology strategically versus tactically?

[00:37:36.92] spk_7:
How, what does that, what does that mind shift

[00:37:40.09] spk_1:
look like? How do we think about technology strategically rather than tactical?

[00:38:50.32] spk_0:
But the first thing is that he always teaches that technology basic has four primary purposes of roles for technology. Technology is not happen to be more efficient. What needs to have to be more efficient, Be more effective And enable you to do something extraordinary wouldn’t be able to do. And then the 4ft which is extra duct Jim Collins that put a lot of talk about technology accelerator, I had to find an E. So I had to say extra doctor. So so when you think about at a strategic level or business level or an executive level, productivity is key to being efficient in effect, when you see that technology is going to allow you to be more productive not just do more but be more effective than he becomes strategic. Now it’s imperative that you have the right technology solutions because your staff and resources are getting things done better more and more effectively and so therefore it is greater impact. So it’s not just technology keeping the lights on or utility, it’s actually helping me drive business dr missing, drive my outcomes that then openly makes me look better in the front of Okay. Yeah, So that that’s kind of, it’s

[00:39:12.82] spk_1:
kind of like, you know, adopting technology as a partner rather than like this necessary thing. Well, you know, we all need to process spreadsheets, so, you know, we need office 3 65 you know, we need we need the office suite if we’re not in the cloud, you know, whatever. Uh

[00:39:19.33] spk_7:
But

[00:39:40.22] spk_1:
yeah, so I’m thinking of it more as a partnership than like this thing that is aside, it just helps us do our work, but it doesn’t contribute to outcomes and and success. It just is like a tool. We, you know, we just, we need it because everybody’s because everybody’s got to have it. But all right, so that’s sort of that’s the way I’m I’m sort of processing what you’re describing.

[00:39:42.93] spk_0:
And in the 21st century we no longer technology just utility just keeping the lights on because now you can invest in that technology. Yeah. You’re not gonna put a lot of money. They’re gonna try to do as cheaply as possible because you don’t see how if I do invest money, my return is going to be greater for mission fundraising and everything else. So that’s that’s okay.

[00:40:09.91] spk_1:
Yeah. Excellent. No more like not just a commodity,

[00:40:13.37] spk_7:
but yeah, an integral part of your success. Okay. Uh, thank you. Thank you. I just want to make that clear for folks because because it’s hard

[00:40:23.00] spk_4:
to shift thinking,

[00:40:24.48] spk_1:
you know, we’re just used to technology is like, you know, like this commodity, this tool we, you know, everybody’s got to have it. But you know, so I like to drill down into

[00:42:05.60] spk_0:
and I can’t let me just to bring on the people process and technology got to know about infrastructure but the people that are getting the right people there you know what I find. And I had I saw this this week as well a lot of the I. T. Leaders in the nonprofit organizations didn’t come in as I. T. That came in as a programmatic person that took on responsibilities of I. T. So this is very important that you need to have an internal resource that their expertise is I. T. Planning. Leadership assessment understanding. So then you can strategically create this partnership. So there are I. T. Business partner roles in the commercial space right? Because I’ve been looking at a few of those roads and what we need to do a position I. T. As an I. T. Department in the organization. So we ride along with the programs area of development area. We’re sitting at the table with them because we can better be informed and have better information. And the process is is that that kind of leads to the processes that you’re involved in. The shaping the strategy, the development of business operations and things like that. Not because okay we need to talk about our crm. Bring in no no bring in the I. T. Director bringing it leads. You know the processes were multidisciplinary, let’s bring it at the table. And as you were strategizing around non technical things. Technology Leader the right leader will be able to see that and they understand and identify technology needs from those conversations. That can be very fruitful.

[00:42:26.60] spk_1:
Okay okay so in the on the people’s side uh you mentioned this but I want to I want to hit home that it begins with leadership because you’re talking about making I. T. Making your tech team or your tech lead. Who like you said may very well not be a person with a technical background. Making your tech lead

[00:42:32.52] spk_7:
a part of all

[00:42:33.73] spk_1:
the conversations. I mean that’s gotta start that’s gonna start with leadership and

[00:44:34.29] spk_0:
yes and I work for national the last seven years I was the I. T. Director for them and I just ended up relationship back in october so it’s fairly neat but that’s my country. And and what happened is that we got a new directive during my tenure there and actually I was promoted to director prior to him arriving then upon my arrival I had you know he was integrated into the organization. He was having all these conversations. So I believe position I teach Tv. Because I have an NBA. So I would have just fresh out of business school and not only did maybe permanent acting director but he also elevated my position to the leadership which was executive leadership team. This is where all the business units managing directors of those programs mission programs everything. So now I was at the leadership team table because he saw that it was I typically strategic to where he wanted to take a 21st century mission model ministry model he was pushing. And so that’s when the roads and the people promoting elevating I. T. To that not only just the I. T. Department but it would behoove us to have a senior I. T. Sitting at the executive table. That his role is not just like tea but it’s the shape family for an organization. So my objective director had to do that right? So no matter how well I was doing my job, the leader, the ceo of the executive director has to have see that as a true body. And so the Mackenzie are red on this recession. It talked about how what Ceos can do to drive that down in that organization. So it’s a culture change. So but definitely the leader of the organization, the one who the stuff you wouldn’t say, the buck stops at has to say you know what it is not just a utility for us. We don’t have the right technology in the right places and people understanding that we’re not going to be able to sustain our organization.

[00:44:58.39] spk_1:
Derek what is the small organization do that doesn’t have an I. T. Lead. Maybe they maybe they lean on a consultant to help them, you know? Uh Yeah so the smaller organization that doesn’t have that benefit of somebody that was in the position that you were in.

[00:47:03.48] spk_0:
Yeah. And the national Child Record, we didn’t have a funding issue, right? We had a nice endowment. So money wasn’t an issue. We didn’t spend on it because we didn’t have the money behind ever. And small organization is very talented. There are, you know, one thing is built technology group that I’m doing now been consulting had been worked for a while, but I developed this I. T. Advising the services company. But I saw this is what I thought that nonprofits small medium, they just need the right leadership. Now they can’t afford me individual right? As as an expert, but they need to have that relationship. So there’s a lot of so good partnership. So you need to have a relationship with someone you can trust I prefer. But I will have someone independent of the organization that you’re outsourcing to. But you may be obtained that advisory role, right. It could be very affordable. And actually my approach is similar to a financial advisor is that every a flat rate. Every year I come in, I spent maybe six, six times with you doing business analysis of your technology and advise you on these things and develop a plan. So once you have a plan, mm people within the organization with project management and programme management skills can actually execute, execute the plan. But the key thing is I think you need to get the right plan in place the right vision. If you engage someone independent of any vendor that you’re using, that’s just all over here is to properly advise you find out to be the fourth that amount of contractor consulting services. And I said, well I use I listen to dependent. We had a guy in our community conversations yesterday said you feel like the Ceo. Or E. D. Got in a three year contract vendor and he’s like that’s a bad idea but he didn’t no one to talk to, right? So because of the relationship they said well I’m just gonna listen to external person but you got to realize those vendors have a goal, they have to earn revenue, they gotta sell products.

[00:47:12.95] spk_1:
Yeah.

[00:47:24.18] spk_0:
Alright. Yeah. So so that is tough. But I think there’s there’s opportunity independent consultants because a lot of people who have experienced but you negotiate what you need right? Uh Sorry about that. Do you know negotiate with the services that you need to look the part time come in and help us develop a three year plan and we can be able to execute that.

[00:47:40.08] spk_1:
Let’s talk about the process then we we talked about the people in the technology and maybe we’ll say more about the technology but let’s let’s move to the process. What’s what’s that part of this framework?

[00:48:34.17] spk_0:
Yeah the process is really the strategic planning process right every year. Technology assessment maybe do all those things but however you your process little little streamline I. T. Services and delivery. Right? So what I did in my role is not only the end is a top of the help this uh software package right with online through Microsoft 3 65. Again it was free versions included. Uh the main escapes from now but that allowed the I. T. Television from an operational standpoint to be able to mesh support calls better be able to manage the assets so you have the technology to do that. So The acquisition with acquisition process uh proactively meaning don’t wait two things break down to do that. Right. Right. Life people, people end up

[00:49:12.67] spk_1:
in crisis without, you know, if they don’t have a regular modernization plan, they end up in crisis when something something fails or you know, uh an outdated app is no longer supported that they’re relying on, you know, all of a sudden now it’s now it’s a crisis instead of having a I guess a modernization path, I mean

[00:49:13.89] spk_7:
it’s but

[00:49:15.42] spk_4:
really but

[00:49:16.46] spk_7:
your technology should be a part

[00:49:17.86] spk_1:
Of your strategic plan, right? I mean wherever the organization is going, the technology needs to be right alongside with I mean integrated the way we were just talking about 10 minutes ago.

[00:49:54.87] spk_0:
correct? And that’s like that’s they in that non profit prop for profit That needs to be true and that’s the strategic nature of it right now that you develop your organizational business plan, mission plan and strategies and then say okay I. T. Director this is what we’re trying to do. They they’re looking at now you really handcuffed right? So he may look at and say well we don’t we don’t have this we don’t have that. So let’s, oh so

[00:50:16.96] spk_1:
now you’re strategic right now your strategic plan is no longer feasible because you don’t have the because the technology wasn’t a part of the conversation now you find out you can’t fund the technology to support the plan that you’re bored is just just adopted last week. Yeah I just got foisted on the I. T. Vendor whatever the I. T. Person whoever is responsible for it and what your

[00:50:22.85] spk_0:
plan. Yeah. Yeah

[00:50:26.52] spk_1:
it doesn’t. Yeah it does.

[00:50:27.93] spk_7:
Now hopefully folks are avoiding this

[00:50:29.83] spk_1:
because all right so yeah it’s gotta be technology’s gonna be integrated. All right. All right.

[00:50:35.76] spk_4:
Um

[00:50:36.86] spk_7:
Should we say more about

[00:50:37.76] spk_4:
the technology that’s

[00:50:38.90] spk_7:
out there? I mean you

[00:50:44.56] spk_1:
mentioned like the office 3 65 sweet shall we say more about movement to the cloud. I mean there are a lot of organizations still not cloud based and so you

[00:51:55.56] spk_0:
know that’s like cloud breaks, it is out there. People know that they know it provides a reducing costs and infrastructure and that kind of stuff. But the key thing not only just technology infrastructure also the technology personality to manage that. Right? So we had an opportunity we actually I’ve told people this week I said well I was lucky because we was actually the last two years we actually had to get out of our building and moved to a new location. So we bought a new building and we got into the new building and had to build everything from scratch. So I was like oh great. I not only have my I. T. Budget money, I got capital money from building out a building that I can invest in a new data center. Uh You know I had one server on prim and had moved to Microsoft, We moved Microsoft 365, remove the Azure and all that and all the security thing, firewall, we use the Iraqi system product which has the I can manage to find myself in the cloud. Right? So all that flex do that modern environment that uh maybe 30 $30 square feet. I had 500 so internet connections in the buildings and wireless. We had stated R. A. V. But

[00:52:09.35] spk_1:
now you’re now you’re bragging you know now but I can do this by a building. That’s the beginning,

[00:56:15.43] spk_0:
right? Because money, so there was some purpose is not because of it because we have the opportunity. So as I looked and said, not only that, but just minimal as mobile computers. And I’m one of the greatest thing I would say is that We was prepared when the pandemic last 12 months ago because I had already began the process of upgrading and moving people first of all off of uh that solitude because because I was at the senior lower table, I understood that the mission was going to be more robust and remote, right? We had to cut down on travel and all these other things. So I said, well you have to be more mobile than staff, kind of people in mobile. So I started moving people off of desktops. Then I started moving people to from them at that time because I needed some lighter, right, lighter and doable. And I experimented with a few but I ended up with no, you know how that quality of the product, but very like, you know, I think that they passed uh IBM product computers and and so I had moved everything by the time the last March I had completely got everybody off desktop so we had to go home. Uh that was no, there was no big, the only problem was printing right? And but we wasn’t closed so people could come in a little bit locally and have to do print jobs that come in and copy and print jobs, but I was very ahead of the curve so in order to teach it to you being be more proactive and preventive and not always a break fix and usually non process, that’s kind of what we do, we’ll get the money once it really has to spend it or we get in trouble. But that impact your you don’t need technology should be helping you execute things more versus hindering and so, and that’s why it’s important to modernize not only your people infrastructure, your process infrastructure, but the technology because there’s no technology so affordable now you’re right. Microsoft text, you can now non prosecuted the technology so there’s no excuse from a monetary standpoint and then its consumer base, not consumers consumption based versus uh, you know, such an overhead costs, right, appreciate operating from the however, but you’re gonna have these large capitalist incident to upgrade servers by more servers and start getting people on digital platforms and remotely. Uh, we have a lot of access databases. I’m trying to get them out, put them in the cloud or put them in some case. And the technology for VPN now, although that’s a, it’s a trend not too big BP because some security and some other things like that. But at the time I was trying to do this completely remote thing with Microsoft 365, they have the ability to, your network can always be accessible and you need this application. Uh things happen too fast and I didn’t get that, but I can jump this app, everybody’s contributing, then they need to get the resources, but none of the resources in the house, all the resources in the cloud. So you don’t need BP. Right, you still have the security of Microsoft. And so that’s where the modern infrastructure technology, computer technology, we didn’t do something with printing technology. I invested in Canon, multi function printers can do copy and all that throughout the building. So we before I left, I was getting ready to do this. Print anywhere in the building. So no matter where you go, just put your badge in your print. So that’s modern technology that afforded you move that way. But a lot of that is if you got the right leader negotiated work with the right vendors because there’s always a win win. Right? So uh some vendors I brought in a very top non suspenders uh but they do have, they want to get in non profit, they don’t want to leave non profit money on the table. So they’re willing to work with the problem.

[00:56:18.28] spk_7:
Well plus there

[00:56:19.59] spk_1:
are other resources like you mentioned Techsoup. Techsoup gives grants. Um you mentioned, did you mention IBM is there, is there are there grants from IBM?

[00:58:01.22] spk_0:
No, I didn’t get to the great texture protection. They have a noble thing. You know I’m talking like $1500 off of a $3000 backed up, you know. And I told him this week, I said if there’s no if you’re 513 seeded you register with them. But the key thing is you’ve got the resources but what I’m trying to sell it you can no longer get away without having a leadership right smaller organizations you need to consult with somebody is in your best interest for that advisory role. Leadership role or thinking about. It’s not uncommon for I. T. Directors or leaders to be hands on. So I’m not saying that I was very hands on. I was sitting there trying to fix computers update a server but majority of my work was leadership and management M. I. T. T. So you can have a leader there that can do some hands on work but then outsource the real day to day level one level two kind of things. And so that strategy is what I enforce. So before I left I had a 24 7 infrastructure management contract. You may have heard one hammer systems is out of create and uh their affordable that in order to manage the state of the art network they told me you would need like two additional engineers, one specialized security And suburb and all this kind of stuff. And that’s that’s 200 k. For that happened. And and I was just playing a third of that for them. There’s something that probably wouldn’t be a problem because he wasn’t that high. Eric.

[00:58:06.21] spk_1:
I want to leave us with 111 I don’t maybe not necessarily a tip but one thing that small small shops without without an IT. lead

[00:58:15.82] spk_7:
could be thinking about technology wise let’s

[00:58:18.13] spk_1:
leave us leave us with something that whether it’s security related or you know whatever. What what’s your one like one top idea that a small shop should be looking at technology

[00:58:35.12] spk_0:
wise, uh minimize

[00:58:36.32] spk_7:
your technology. What

[00:59:57.02] spk_0:
footprint? Yeah. So meaning your infrastructure layout. So moving considering the cloud particularly with the Microsoft environment and shoot about what AWS has. But right now I was Windows Microsoft stopped. So I just went to Microsoft and I news relationships with some people who are certified Microsoft vendors gold and I went that right. But that’s you minimize the amount of technology because the challenges if you see if you spend too much time trying to fix technology problem where you’re changing over and trying to support these, that’s that’s the issue. So you want to minimize the amount of support needed by simplifying your technology, footprint infrastructure operation and a printing quick. Like you know, hey, you don’t need individual apprentice, get him off the desk, your network printers because they only a desk that’s gonna appreciate technical support automatically but definitely modernizing infrastructure by taking advantage of the child. And last I would say it’s always see business technology business decision that people make organizations make affects their ability to effectively leverage technology. The right technology right cost at the right time. So really think about their mission decision business decisions and make sure I. T. Is at the table before you can finalize that because that impact your ability to be successful.

[01:00:27.01] spk_1:
You mentioned the uh we’re gonna wrap up but you mentioned the the I. T. Footprint sometimes that footprint is a leaky uh like a leaky closet where the server is. The old server is like uncalled. And and it’s a it’s a humid closet where maybe there’s a slop sink in or something and somebody stuck a server up on top or something. You know it’s uh that all needs to be up in the cloud. You know, we gotta, we gotta get our servers out of these little little uncalled closets that a lot of folks have.

[01:01:27.51] spk_0:
Yeah, you think about it once we have a virus or some love or something like that, it would take two days for our managed service providers, managed our infrastructure to resource some And then you miss all these, you know, all that was like, that was a headache. And I was like, no, we can’t do this in 2020, 2019 2018. So at the end of the day, please think hard about address and putting technology in the right place and realize that it’s an investment. Technology is not investment in technology, is investment into your mission organization? Success and sustainability. I think if they change that mindset that if I invest for weird, then that’s going to help me be more sustainable in my mission, then I don’t think that the argument to to find the money or you can raise the money, you can raise money specifically for technology advancements when they’re going to connect to you bending to deliver more mission for greater mission to have greater impact.

[01:01:36.11] spk_1:
All right, let’s leave it there. Excellent. Thank you. Derek Gilbert, founder and chief business technologist, guilt Technology Group. He’s at D G Gilbert I T B A. Derek. Thank you very very much.

[01:01:48.91] spk_0:
My pleasure talking with my pleasure. Thank you. Okay.

[01:01:55.70] spk_1:
And this is tony-martignetti non profit radio coverage of 21 ntc. The 2021 nonprofit technology conference where we’re sponsored at 21

[01:02:08.10] spk_7:
ntc by turn to communications turn

[01:02:08.46] spk_4:
Hyphen 2.c

[01:02:10.60] spk_7:
o. Thanks very much for being with us.

[01:02:33.00] spk_4:
Next week. We’re all about email. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by Turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. There’s no way you’re gonna be forgetting that.

[01:03:07.70] spk_6:
Our creative producer is Claire Meyerhoff to show social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott style. Thank you for that. Affirmation scotty Be with me next week for nonprofit radio big non profit ideas for the other 95 go out and be great. Mm hmm. What?

Nonprofit Radio for April 12, 2021: Build Lasting Supporter Relationships & Love Your Donors Using Data

My Guests:

Craig Grella & Wendy Levine: Build Lasting Supporter Relationships
Craig Grella and Wendy Levine, both from Salsa Labs, want you to build strong relationships all the time, not only when you’re fundraising. Their savvy strategies come from their own work building relationships for Salsa. This is part of our 21NTC coverage.

 

 

 

 

Shoni Field & Jen Shang: Love Your Donors Using Data
Nonprofit Radio coverage of 21NTC continues. When you are fundraising, data that tells us restoring your donors’ sense of well-being and identity will increase their giving and engagement. There’s a lot of fascinating research to unpack and apply, so join Jen Shang, the world’s only philanthropic psychologist, from the Institute for Sustainable Philanthropy, and Shoni Field from the British Columbia SPCA.

 

 

 

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

 

I love our sponsors!

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

 

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

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

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

Transcript for 533_tony_martignetti_nonprofit_radio_20210412.mp3

Processed on: 2021-04-10T01:39:15.428Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2021…04…533_tony_martignetti_nonprofit_radio_20210412.mp3.731616822.json
Path to text: transcripts/2021/04/533_tony_martignetti_nonprofit_radio_20210412.txt

[00:02:18.94] spk_0:
Oh hi Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be forced to endure the pain of benign prostatic hyperplasia. If you leaked the idea that you missed this week’s show, build lasting supporter relationships, craig, Grella and Wendy Levin, both from salsa labs. Want you to build strong relationships all the time. Not only when your fundraising, they’re savvy strategies come from their own work building relationships for salsa. This is part of our 21 NTC coverage and love your donors using data. Non profit radio coverage of 21 NTC continues when you are fundraising data that tells us restoring your donors sense of well being and identity will increase their giving and engagement. There’s a lot of fascinating research to unpack and apply. So joined gen XIANg, the world’s only philanthropic psychologist from the Institute for sustainable philanthropy and Shoni field from the british Columbia, s p C A and tony state too planned giving accelerator were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C o. Here is build lasting supporter relationships. Welcome to tony-martignetti non profit radio coverage of 21 ntc. The 2021 nonprofit technology conference were sponsored at 21 ntc by turn to communications turn hyphen two dot c O. My guests now are Craig, Grella and Wendy. Levine. Craig is content marketer at salsa Labs and Wendy is marketing director at salsa Labs. Craig, Gorilla Wendy. Levine, Welcome to tony-martignetti non profit radio

[00:02:22.94] spk_3:
Thank you. Happy to be here.

[00:02:24.50] spk_2:
Thank you. Thanks for having us

[00:02:38.24] spk_0:
on My pleasure to have you both. Thank you for sharing your expertise with us, your expertise on beyond fundraising, building lasting relationships with your supporters. Wendy. Let’s start with you what as an overview, what could nonprofits be doing better relationship wise do you to feel?

[00:04:29.14] spk_3:
So we work with lots of nonprofits and I’ll just start by saying, you know, as a marketing team. It’s also, we’re kind of in a unique position because we are responsible for marketing. It’s also doing all the normal things that, you know, our marketing team does, but because our software helps nonprofits market their mission and engage with donors, we often work with those nonprofit clients to help them in their marketing efforts. So that was the genesis of this workshop for the intent conference because when we work with nonprofits we see so many of them doing so many amazing things on. And yet there are everyone has their, excuse me there. Their holes are their blind spots in their in their process. So our workshop dealt with um formalizing a content development process and content calendar. Um, craig does this for salsa. So he does a great job of you know, making sure that we are talking to the right people at the right time, that we have the right content in terms of blog posts and you guys and social posts and that’s a lot of work. So when a nonprofit who may not have a whole marketing team, um like we do tries to do those things, um sometimes things get missed. So our workshop was all about providing people content, calendar templates and talking to them about things that they can do to make the whole process of building new content easier. We talked about reusing old content, um repurposing content that you have developed before, how to improve message targeting and how to do all of those things in uh simple ways that can be done with smaller teams.

[00:04:45.64] spk_0:
Well. And we’re going to talk about those things here. You know, you’re not gonna just tease.

[00:04:48.79] spk_3:
Uh,

[00:05:11.44] spk_0:
listen, I’m not gonna let you just tease non propagated. Listen and say this is what we talked about, but we’re not talking about here. So we’re gonna talk about those things to, uh, so craig so you are, you are, it sounds like you are the writer, the content marketer for salsa, and we can all benefit from the wisdom of the corporate marketing team at salsa. Yes,

[00:05:28.94] spk_2:
yes, definitely. I think to kind of piggyback on, on what Wendy was saying, the impetus for this. Uh, this presentation was, I think nonprofits can learn from the more corporate marketing. I think even if you look at advocacy, I think nonprofits can learn from uh, political advocacy, which is kind of, you know, they use their email lists like a. T. M. Machines sometimes. That’s the way it feels like. Uh,

[00:05:42.71] spk_0:
and then I think you have a background in the Democratic Party in pennsylvania. Right? That’s right, yeah. Yeah.

[00:06:09.94] spk_2:
And and I think really it happens on both sides of the aisle. I think when you look at a lot of advocacy campaigns, a lot of political campaigns, I think they tend to look at their lists in that way they go to their list more often with fundraising than other messages. Or they wrap their message in a fundraising appeal. I think nonprofits can kind of get stuck in that rut as well where, uh, they’re using their list more often as appeals. So this presentation was a way for us to say, how do you develop those deeper relationships? How do you go beyond just the fundraising appeal? How do you engage all year long? How do you, uh, take that relationship to the next level or maybe change relationships wherever your supporters are with you in their relationship now, maybe there’s a way to move them to a different relationship that involves other type of work or a different relationship with your work. So that was kind of the idea behind the presentation and how we put together the different steps and tips and things like that.

[00:07:41.04] spk_0:
Now, I suspect, you know, most dogs are doing some of this, like, you know, uh, let’s, let’s assume that an organization has a newsletter, whether digital or print, you know, and they may or may not include an appeal. But, you know, I’d like to think that there are messages going out that aren’t all that aren’t all fundraising related, I mean, but you’re, you’re sounds like you and Wendy would like us to put this into a coordinated calendar, so we’re not just thinking of it at the beginning of the month. What are we gonna do this month or, you know, even the beginning of the quarter, but we haven’t laid out for like a year or something. Uh, so be more sophisticated about it. But then also it sounds like you’re encouraging a good amount of messaging that’s not fundraising related, has no appeal affiliated with it. It’s just purely informative. Is that okay? Is that are we are we wasting? You don’t feel like we’re wasting opportunities to communicate, wasting opportunities to fundraise if we, if we send something out that doesn’t have an appeal in it.

[00:09:18.34] spk_3:
No, absolutely. I think, um, and this became, I think this came more into focus when the pandemic hit as well. Um, Some organizations, I actually had an easier time fundraising, but many had a more difficult time, fundraising really depended on where they were and what their mission was. But, um, it’s, we always talk about engaging with your supporters outside of fundraising and the importance of connecting with your supporters, making sure they are, are connected with your organization in a way that makes them, um, use the term sticky. You know, they’re, they’re, they’re, they’re connected to you and, and they’re not gonna just, you know, I’m going to give you money this month. I’m gonna give somebody else money next month. I know who you are, I know who your people are. I really think that what you’re doing is great. I I understand, you know, your mission and and how you work with people. I know the names of some of your staff members, The more that you can connect with those supporters, the more they’re going to stay with you, the more they’re going to give when they can, they’re going to volunteer when they can. And that became even more important during the pandemic because some people weren’t able to give, some organizations, needed people to give more and you know, appealing to, um, people’s connection with the organization that you’ve built up over time is just so important and not just now, but even more so now I think.

[00:11:47.84] spk_2:
And I think for me it’s, it’s kind of human nature. Right? The first time you meet someone, you’re not going to ask him to marry you right there on the spot. I think there’s got to be that relationship development. Uh, there are different steps along the line, obviously that you need to take to get to know each other better. And I think the same is true for any kind of communication, whether you’re at A for profit company, a Fortune 500 company or a mom and pop type of nonprofit, uh, obviously you have a little bit of a head start because that person has found you. Maybe they joined your list or maybe they came to an event, whether it’s in person or virtual. So you have a little bit of interest there. But with so much noise out there these days, whether you’re trying to connect on social media or even through a podcast, there’s, you know, there’s a lot of noise out there and, and you have to rise above that and you rise above that by maintaining that constant relationship. And you can’t only ask for money. It can only be volunteer appeals. I can’t only be, you know me, me, me, me. I need, I need, I need you have to find a little bit of the reasons why those people connected with you and and speak to that and you have to offer a little bit of yourself too. And there are lots of ways that, that nonprofits can do that. And um, we like to it like you said at the beginning, I think this question was, uh, we do like to be organized with that. Uh, it’s a matter of sometimes nonprofits just looking at what they have, you know, oftentimes when I’ve taught courses, courses on how to create content. One of the things I hear most often is, I don’t know what to write or I don’t know what kind of content to put out there. What will resonate with people. And uh, so that holds them back and then they do nothing. And that’s obviously not a solution. So where we start with with this presentation and where we like to start in general, is to just go through the content you’ve created through the years, we tell nonprofits you’ve probably got hundreds, if not thousands, of pieces of content out there. Look at your old blog posts. Look at some of the presentations you’ve done. If you’ve gone to conferences or presented, look at your social media posts, look at documents you’ve put together. If if you have programs, you probably have program information, put some of that together and turn it into something written that you can offer people, uh, and, and start there. And then once you’ve gathered all that information, put it together in a content calendar and be really deliberate about how you’re exposing that material to your audience in order so that it makes sense. And it drives a little bit of

[00:12:06.04] spk_0:
engagement, which is, which is much easier to lay out when you see it in a calendar rather than just you just kind of thinking, well I will do this in May and then this will be in june and you know, but you can be more, you’re more deliberate about it more, I think more sophisticated about it. If you if you when you commit something to writing it makes it makes you think about it more. That’s exactly right. I have a written and

[00:12:29.94] spk_2:
not only that, but you can also add responsibility and whether you have a big team or a small team, you can put names to the tasks that people need to do. You know, tony is going to do this article by this date and get it up on social by this date and there’s a little bit of responsibility there for the work that you’re doing, which I think makes people complete those tasks uh a better way.

[00:12:49.14] spk_3:
Yeah. And frankly, I think it makes it almost easier and simpler so that, you know, it doesn’t seem like quite as big of a mountain to climb. You know, I’ve got all this content to create from this quarter or this year, um, when it’s on a piece of paper or in a spreadsheet. And it’s something that just seems more manageable frankly

[00:13:09.94] spk_0:
when anything you want to add about the content calendar before we move on to segmenting your, your

[00:13:15.67] spk_3:
supporters.

[00:13:18.04] spk_0:
Okay, Well I’m willing it’s okay. I feel like we’ve covered the content calendar enough. I’m not trying to, you know, I think so. I think it’s, it’s something

[00:13:50.34] spk_3:
that a lot of nonprofits, um, do. Um, but we also see a lot of nonprofits that don’t do a content calendar and it’s, it’s not difficult. It’s just taking that first step. So we provided people templates, but just just getting it down and finding a way to formalize the process of putting a content together. It’s not that difficult. And it makes a huge difference

[00:14:00.44] spk_0:
helps you organize too. So you can see blog post, you know, maybe some other section on the website newsletter, email, social, social, facebook, social instagram, social twitter, but etcetera. And

[00:14:51.74] spk_3:
it also helps you identify holes in your content. So, for example, um, just as an example, we have some clients who, um, whose mission is focused on raising funds for medical research for a certain condition or, or issue. And they have content that they create for patients and their families, but they also have content that they create for, um, you know, medical experts and they’ll run medical conferences for doctors. Uh, so, um, understanding that they’ve created enough content for each of those groups is also important in having it in a calendar. Um, so you’re, you know, another organization might have volunteer, uh, content aimed at volunteers and content aimed at, at supporters or donors or community members. So just seeing that now, think about what your goals are.

[00:15:12.24] spk_0:
However you’re gonna segment, right? It’s all very orderly. Now. You mentioned templates. I don’t like to tease nonprofit radio listeners without without providing the substance. So can we get this template? Is this somewhere on salsa site or somewhere else? Where? Where?

[00:16:10.04] spk_2:
Yeah, So we we put up a landing page that’s completely in gated as part of the NtC presentation. Uh, it’s salsa Labs dot com forward slash 21 N. T. C. And there’s a little bit of a workbook that goes with the presentation and then of course the presentation slides, PowerPoint and pdf, I think, uh, and the workbook falls along the different sections of the presentation. So the first section is what we just talked about, which is to uh, figure out what you have. You know, go through, take stock of your content, your library, that kind of thing. The second part talks about putting together your calendar and segmenting. And then the third part jumps into really getting organized and then engaging or further engaging, going a little bit further than what you’ve done in the past. And to kind of tag onto the last part you said about or what Wendy said about the content calendar. Oftentimes we see nonprofits look for these templates. Uh, and they’re really just hashtags, you know, if the only communication you’re doing on social media is to put up a post about ST patty’s day or easter or things like that, you need to go a little bit further

[00:16:34.84] spk_0:
in your engagement. That’s not that’s not educating folks. That’s right. On your, on your mission, your work and your values. That’s not going to make them sticky because they can get easter messages anywhere.

[00:16:37.11] spk_2:
That’s right. And they likely are

[00:16:39.75] spk_0:
and they are.

[00:16:40.39] spk_3:
And we’ll tell you though, that the most engagement we get on our social posts are when we post pictures of our dog, there is some value that All

[00:16:49.42] spk_0:
right. Well, I don’t know what that says about the salsa Labs content, you know, talking to the content team. So I’m not gonna All right. Believe that their salsa labs dot com forward slash 21 ntc for the template that craig just talked us through. Let’s go to, uh, a little on segmentation. Who wants to want to kick us off the value of and the depth you should go to. Who wants to

[00:19:35.74] spk_2:
be sure. I’ll take it when it comes to segmentation. The idea is to be able to understand which audience member wants to receive, which message at what time and by what medium there are a lot of different mediums. We can deliver messages through these days and everyone’s busy and like I said before, there’s a lot of noise. So you need to find your way through that noise and the way we believe you do it is through personalization. If you can understand who wants to receive the message when they want to receive it and where they want to receive it, you will have a higher engagement with that person. And this is kind of goes back to the idea of just shooting out a ST Patty’s day message, right? I mean you might get 50 or 60 likes, but if those people never volunteer or they never donate or they never come to an event, what’s the point? Um, you know, it may be, hey, let’s put out a nice message and that’s fine. But at some point you need to generate people to support your mission, whatever that means. So we like to segment in a couple different ways. One of course is looking at what you have in your own crm or your own list and trying to understand demographics about that person and to be able to split them into some sort of discernible category. You know, hey, we’ve got donors here, We have volunteers or we have people who just engage with us on social media. And then if you are doing a lot of sharing on social, which many groups are really trying to match your organization’s message to the right social network and you’ve got people out there who, you know, maybe they have a very intelligent audience, or maybe they have a very specific demographic in their audience and they completely lining up to the wrong network and sharing a message at the wrong time. Maybe they’re sharing it once, instead of sharing it four times over a month or two months. So that different people see that message. So uh part of the workbook that we put together is going a few different places through your analytics and really understanding what your audience looks like and taking some critical uh peaks at your audience and the demographics of your audience, looking through your Crm, and uh figuring out what’s important to your organization. And how do you label those people so that you understand the message that they want, where they’re going to be and then where you can get that message to them.

[00:19:43.64] spk_0:
Mhm. When you want to add to segmentation.

[00:21:01.04] spk_3:
Yeah, I mean there’s it’s a little bit science and a little bit art, frankly, I think. So, there’s a balance between having too many segments and too many groups and having too few segments or groups. So um if you’ve got groups of supporters, there are so many groups of supporters that you’re sending very similar messages to some of the groups that you probably have too many. Um it may be difficult to handle all the messaging. Uh if you have too few groups, the messages aren’t targeted enough aren’t interesting enough to each of those groups. So as you know, Craig was talking about measuring engagement on social media and and looking at analytics for your emails and things like that. And that’s very important. And that’s all the science part. And then there’s a little bit of art uh in terms of, you know, where the messaging can be split, where the different messages make the most difference on how you engage with these folks, what words you use, what you test. Um, so, you know, I think it’s, I think it’s a little bit of both. And it just takes, you know, not nonprofits know their supporters, Right? So it’s really just a matter of sitting down and looking at, um, where they’re engaging, what they’re saying on social media and you know, what they’re reacting to when, when you send them emails or messages.

[00:21:47.24] spk_0:
Well, let’s probe that a little further windy in terms of knowing knowing your people suppose, you know, you know, something, you know, some people prefer email over phone calls or written mail over email, etcetera. But, and you can gauge some depth of interest by giving history, right. If if Humane society gets donations, when cat appeals from certain people and dog appeals are making this very simple. But you know, so then you know who your dog people and cat people are, but I suppose you wanna go a little further. Like uh, you know, who wants to engage on instagram or which of our programs appeal to you, You know? Uh, So I’m envisioning a survey is one possibility. What else? How else we still have a few minutes left.

[00:21:50.50] spk_3:
Okay. So that’s

[00:21:51.29] spk_0:
what you glean. How does, how does segment?

[00:22:08.74] spk_3:
That’s a really good question. It’s actually something we addressed in the presentation uh, in 10. Um, you’re right. A survey is one way and we made some recommendations. You no longer surveys where you, where you ask more than say three or four questions. Um, are something you shouldn’t do a lot of. And when you do, you should probably combine it with some sort of incentive and it doesn’t have to be, you know, you don’t pay people to take the survey, but you know, hey we’ll send you a button or bumper sticker. You know, if you fill out a survey or this is why it’s really important, you know, um at least, you know, appealing to their uh

[00:22:34.47] spk_0:
their interest in your

[00:24:16.64] spk_3:
cause. Um But we also like the kind of one question asks in emails is another way to do it. So if you’re sending emails to people, you can ask a question in the email depending on the tool that you’re using, you can put a link or button in the email and say, hey um do you have a cat or a dog or both? You know at home? Are you, are you a cat parent? Dog parent? Um have them click on that button and then now they’re in a group and the next time you send an email out, they either get a cat picture or dog picture at the top of the email. Um, and it makes a huge difference in engagement. Um, We talk a little bit also about, um, polls on social media. So that’s not going to give you on the, that’s not going to put a particular person in a group, but it can give you information on what people are interested in. So if you’re going to focus on, um, uh, one, you know, if you’re putting together advocacy petition and uh, you know, you need to understand where people are focused on what they’re most interested in. That can help also. Um, but putting a process in place so that your staff understands what kind of data you’re collecting so that when they bring up a donor record because they’re talking to the donor or they’re about to meet the donor at an event, hopefully we’re all doing that soon. Um they can look and say, oh hey, you know, we’re missing this one piece of information or these two pieces of information. So I’m gonna make a note and I’m going to ask them that when I meet with them and I’m going to put it in there and everyone needs to know to collect that information. Um and it, it just makes it easier and, and there’s a whole process we won’t go into now, but there’s a whole process of right figuring out what information is important on and which ones, which pieces of information should affect the message that you’re sending.

[00:24:32.24] spk_2:
A couple years ago, I think last week feels like a couple of years ago, Sometimes for a couple years ago you tony you did a podcast on integrating Crm with your email marketing and other digital.

[00:24:36.70] spk_0:
That was another, that was another NTC, uh 2017 18, something like that.

[00:24:42.40] spk_2:
Yeah, I think it was a while ago, but you know, it’s funny

[00:24:45.29] spk_0:
that nonprofit radio listener thank you for saying that

[00:26:25.94] spk_2:
it’s a great episode and I think it’s important here because obviously salsa is a product that tries to put together all these different marketing mediums and they work well with each other and, and there are other um products out on the market, but we also find that a lot of nonprofits have these disparate solutions and it makes things harder. It makes collecting data harder, it makes engaging harder. And when you have that uh system that pulls it all together, it makes this process easier because when you send an email and someone clicks on it, you get that information in your crm. So these one question surveys that Wendy is talking about. You can do a survey with a cat picture and someone clicks on it. You capture that data. Uh you don’t necessarily have to go to a full blown male pole or social media poll. You can do these things when you’re systems are integrated and pull that information between those systems. And then when you’ve got the information in your crm, you can then pull that information automatically into your email without having to upload or download or move data around. So It works on two ways. One it helps you understand and track the data but it also helps you personalize the emails that you do send. I think if if nothing else uh non profit should know. Just act just just do it. If you’re not sure where to start, just you know, get a message out there and just do it and then measure and track and along the lines of what Wendy said. If you are missing some information, just ask, just ask for it, create a message and send a note and remember when you do get that data to plug it back into your system so that you can use it uh in in many ways in the future. So that’s the important part

[00:26:32.44] spk_0:
two. We’re going to leave it there. Alright, alright, very much Greg gorilla, my pleasure Kraig gorilla content marketer salsa Labs, Wendy. Levin, marketing Director at salsa Labs. Thanks to each of you. Thanks very

[00:26:44.64] spk_2:
much. Thank

[00:30:41.24] spk_0:
you. My pleasure to have you and thank you for being with non profit radio coverage of 21 ntc the 2021 nonprofit technology conference where we are sponsored by 20 we are sponsored by turn to communications turn hyphen two dot c o. It’s time for a break. Turned to communications relationships. We just talked about lasting relationships. The importance of building them. Turn to has them, they’ve got the relationships with journalists. So when there’s something fundraising related or philanthropic related or even more broadly, non profit related, those journalists are going to be picking up the phone when turn to calls them with you your name as a potential source, source of quotes, source of background, source of help. They pick up the phone because they’ve got a relationship with turn to, it’s the relationships that get leveraged for your benefit. Their turn to communications turn hyphen two dot c o. It’s time for Tony’s take two. I started the second class of planned giving accelerator this week through the accelerator. I’m helping nonprofits launch kickoff, inaugurate their planned giving programs. I’m teaching members who join with me for a year, teaching them step by step how to start and grow their plan giving programs. The classes are fun. I look forward to them every week that we get together because there’s, there’s live trainings and then there’s Ask Me Anythings and I also do a podcast for them. Yes, there’s a, there’s a, there is a podcast that you can’t hear. You got to be a member of plan Giving accelerator to hear the plan Giving accelerator podcast. You see the symmetry there. So yes, I do a podcast for them too. But these trainings and of course, so we’re getting together for the training and they ask me anythings. I look forward to them. And rumors are that the members look forward to it too. I’ve heard rumors to that effect. So it’s, it’s all, it’s really very, it’s very gratifying, rewarding. Um, it’s fun and folks are starting their plan giving programs and in the first class that started in january, they’re already getting gifts. There’s already a couple of nonprofits that each have a couple of gift commitments already, just three months into the 12-month program. So that makes it enormously gratifying. I’m getting um, my synesthesia is kicking in. I’m getting goose bumps thinking about these groups that, that already have commitments only three months into the thing. So that’s playing giving accelerator. If you think you might be interested in joining the next class, it starts July one and all the info is that planned giving accelerator dot com. Check it out for Pete’s sake. That is Tony’s take two. We’ve got boo koo but loads more time for nonprofit radio here is love your donors using data. Welcome to tony-martignetti non profit radio coverage of 21 ntc, you know what that is? It’s the 2021 nonprofit technology conference were sponsored at 21 ntc by turn to communications turn hyphen two dot C o. With me now are Shoni field and jen Shang Shoni is chief development officer at the british Columbia Society for the prevention of cruelty to animals. S P C A. And jen chang is a professor and philanthropic psychologist at the Institute for sustainable philanthropy. Shoni. Welcome to the show, jen, Welcome back.

[00:30:47.44] spk_4:
Thanks for having us.

[00:30:48.55] spk_3:
Thank you.

[00:31:06.24] spk_0:
It’s a pleasure uh, in talking before we started recording, uh, came to my attention that jen chang now has a british accent, which she did not have when she was on nonprofit radio many years ago when she was at indiana University. So we’ll get to enjoy that. And you’ve been how many years in the U. K. Now jen

[00:31:11.04] spk_1:
Eight years.

[00:31:13.14] spk_0:
Eight years with Adrian Sergeant. I assume he’s still at the institute.

[00:31:16.44] spk_1:
Oh yeah still living in the house to

[00:31:19.69] spk_3:
lose your

[00:31:20.19] spk_0:
house. Oh

[00:31:21.57] spk_1:
you don’t know we’re married sorry.

[00:31:23.17] spk_0:
Oh you’re more than uh philanthropic partners. Oh really? Okay. Were you married? When were you married to Adrian when you were on the show last? Uh huh.

[00:31:32.74] spk_1:
No

[00:31:34.14] spk_0:
your philanthropic psychology brought you together

[00:31:38.64] spk_1:
Absolutely really amazing

[00:31:40.94] spk_0:
mm fundraising fundraising brought you together. That’s wild. Well it’s a it’s a relationship business. So I look at you

[00:31:46.23] spk_1:
you’ve

[00:32:19.74] spk_0:
taken you’ve taken your own science to to heart and to deeper depth than than most people do. Well we’ll give give Adrian my regards, tell him. Absolutely tell him I say hello and hello from nonprofit radio he’s been a guest also. Well look at that interesting. And for those now we’re shooting with video jen has the uh suitable professorial background. There’s papers and thick books everywhere. It’s, it’s really, really quite bad. Oh yeah, there’s, there’s ghost faces up on top um and a crucifix also. So the place is blessed. You

[00:32:25.14] spk_4:
can make up anything about what we’ve got in the background. tony

[00:32:42.44] spk_0:
best mess. Yes, we’ll show me yours is uh yours is, I don’t want to say austere. It’s just uh its proper, you know, you’ve got a couple of framed items and you got a nice uh um um what we call those windows, uh,

[00:32:45.33] spk_4:
skylight,

[00:32:46.08] spk_0:
Skylight of course. Thank you at 59

[00:32:48.14] spk_4:
terrible for when there’s video because it makes the light really horrible. But radio it’s just fine. Yeah,

[00:33:20.84] spk_0:
I know yours is, yours is a like a sort of a gallery background. That’s what I would say. And shen’s is definitely Shen’s jen’s is definitely a professorial background. Okay. We’re talking about loving your donors. Your NTc topic is love your donors using data. So let’s start with Professor shang our philanthropic psychologist. One of, are you the only philanthropic psychologist in the world or just the first?

[00:33:25.74] spk_1:
I haven’t heard anybody else calling themselves philanthropic psychologists.

[00:33:38.14] spk_0:
Okay. So you’re both the first and, uh, and the only, first and only philanthropic psychologist. Okay. I love that you’re married to Adrian Sergeant. Well, that’s, you really took fundraising to new Heights.

[00:33:39.95] spk_4:
Small world fundraising. We all know each other.

[00:33:51.24] spk_0:
Rights, new depths. Yes, But they know each other quite well. Um, All right. So jenn, um, what, what can we learn from here? What, what, what, what, what are we not doing well enough with data that you want non profits to do better.

[00:34:45.14] spk_1:
Um, the first thing that we do that we don’t think nonprofits have spent a lot of time understanding is how people describe their own identities. And when I say when people describe their own identities, I don’t mean just how people describe themselves when they give as a supporter or as a donor, but how people describe themselves as a person outside of giving. Because research after research after research after research, what we found is that the descriptors that people use to describe themselves as a person are not always the same as the descriptors that they used to describe themselves when they think about themselves as a supporter. So not understanding who is the person behind the giving, I personally think is a huge missing opportunity for nonprofits to develop deeper relationship with their supporters.

[00:35:08.24] spk_0:
And what are some of these, uh, mm dis associations or in congruence sees between the way people identify themselves generally and the way they identify themselves as as donors.

[00:36:23.43] spk_1:
So one of the most consistent findings that we saw pretty much in all the data sets we have is that when people describe themselves as a person, they like to describe the morality of themselves. And usually there are nine highest frequency words that people use to describe their own morality and they are kind and caring and compassionate, generous, fair and so forth. And for most charities, you would see quite a large collection of these moral words in people’s self descriptors. But usually you see a smaller collection of these moral words appearing when people describe themselves as a supporter. So what that says to me is that when nonprofits communicate with supporters are about giving, they haven’t connected the giving to their sense of being a kind and caring and compassionate person as well as they could be. Usually you see the word generous, show up and you see the word helpful, show us show up in the descriptor of the supporters, but not the rest of the moral words.

[00:36:44.03] spk_0:
And there’s evidence that using more of the moral descriptors that the individuals would use will increase their giving.

[00:36:57.03] spk_1:
Not only it increased their giving, it also increases their psychological well being, and that is the real missing opportunity here. So when people give out of their kindness and out of their compassion, they feel better. Even when they give the same amount of money.

[00:37:39.73] spk_0:
You studied this really. You can you can gauge and Shawnee we’re gonna come to you. Of course. I I know there’s a practical application at british Columbia. I understand. I just want to flush out, want to flush out the like the limits of the, of the science and then we’ll get to the practical application. Absolutely. Um, All right. So so we can make people feel better about themselves through our non through nonprofit communications, through our communications to them. And they will then, uh, as as a result of feeling better or is it because they feel better than they will give more to our cause or we we just know those two things are correlated, but not necessarily cause and effect.

[00:37:52.63] spk_1:
We first communicate with supporters about there being a kind person and then we see giving increase and then we measure their psychological well being and we see their psychological well being increases.

[00:38:22.72] spk_0:
Okay, So we know that the giving has come first and then then from those for whom the giving has increased. Your then you’re studying their psychological well being. Yes, wow. Through our, through our communications, through our uh, is this what method of communication do we use phone letter?

[00:38:39.42] spk_1:
We have we have a few experiments in emails. We have survey evidence from donors. And we have laboratory experiments from the general population. Okay

[00:38:47.72] spk_0:
let’s turn to show me for the for the application of this uh at the british Columbia. S. P. C. A. What did you do their show me what how did you take this research and use it?

[00:41:16.41] spk_4:
So the and it feels like I’m jumping into the story halfway because I didn’t know how we got there but how we used it was um we worked with jen and her team to do um surveys and research into our donor base because you know, not every donor base is going to have the same characteristics. And so what do animal lovers in british Columbia? Um what are their characteristics of how they identify themselves as a moral person or in that sort of aspirational sense of self? Of where they’d like to? Well, I’d like to get to and supporting the S. P. C. A. As a way of getting there for them. So we we looked at our donors and came back with Jensen, looked at our donors and came and through surveys and research and came back with some some levers that resonated stronger than others with our donors. And so then we could go out and test those with, you know, our controls and then testing these levers and see where we see if we did. In fact, um originally c boosting giving over the long term, then we’ll be able to measure retention because I think with psychological well being would become an increased likelihood of wanting to stick with that relationship that makes you feel great. And so we’re able to measure um with within that field research what then when we put it into into play, what did get higher responses. And then we’ve gone back with jen and her team to study our three tests further and identify how we can build on that. Some of those tests worked better than the others. And so we that gave us some further insight into what we needed to to dig in on. And I think our our first error had probably been, we had all this learning and we wanted to use it all all at once, all in all the same time. Uh, the second sort of round of analysis really helped us be more focused and, and jen refers to allowing donors to breathe into the moment and just really be in that. And so it allow it, it allowed us to identify, yes, there’s a ton of good things we can do, but here we’re going to do three of them and we’re going to do them really well and really focused.

[00:41:18.91] spk_0:
What were some of the descriptors that you found were the levers for your, for your folks?

[00:42:43.90] spk_4:
Well, I mean, there’s so there’s the sort of descriptors of self that jen talked about in the, you know, the generous and loving and kind. Um, and then there’s one of those in particular, uh, dig into more, But there’s also these sort of, um, oh, you know, we call like victorious hope, this sense that there can be, um, that there will be success, that people have had past success in helping rescue animals and they will have future success. And, you know, this comes out of their love for animals. And so we use this victorious hope theme. Um, we we see, uh, personal sacrifice come through and we’re familiar with that from, um, you know, male direct mail that said, you know, just for the price of a cup of coffee a day, you could, you know, you could do this or you could do that, that sense of someone giving something up to get this, this outcome that they want. So we, we’ve used those a lot and we also saw the word loyal come up a lot more, um, than we had, than we had recognized was important. And it makes sense because people’s relationships with their animals are a lot about loyalty. Um, so it makes sense that they’d also value it as in a personal trait, but we’ve, uh, we had already been doing a lot of work around generous and loving and kind and we also increased that, that sense of loyalty.

[00:43:14.90] spk_0:
And now I don’t want any frustrated guests on nonprofit radio So you said, I asked you a question that came in the middle and you you uh, you thoughtfully answered answered the question, so thank you, thank you for that. But but I’ll give you the opportunity to go back if you want to take a minute and explain how you got into the jeans jeans research.

[00:43:19.10] spk_4:
I mean, this is like goes back to weigh like my beginnings as a fundraiser

[00:43:23.10] spk_0:
where a fundraiser

[00:44:01.69] spk_4:
where I got really frustrated with people’s perception of fundraisers as sort of snake oil salesman, you know, in the nonprofit world, there was the program, people who were doing the virtuous work and then there was the fundraiser, people that were, so it was sort of a little like unclean that you were trying to make people. And to me it always felt more like I was helping someone do the work that they couldn’t do themselves because their career had taken them in a different path. Like they wanted to save the environment, they wanted to help someone with the disease. They want they loved animals and wanted to help animals, but they trained as an accountant or they trained as you know, they have run their own business and so

[00:44:17.29] spk_0:
it’s very it’s empathic and magnanimous in the same that they wish they could be doing this good work. But they chose a different path. You have your like your empathetic to them.

[00:44:50.09] spk_4:
So this when I saw gems research of this sort of aspirational sense of self, this really struck a chord with me of like this is the work people wish they could be doing and we all know how we feel when we get to do something that’s really close and really important to us. It feels really great. So that just clicked with me. The sense of if we can help people do the work that they really want to do, but they haven’t been doing because something else does their pay brings their paycheck in and paying the bills is also important. Then we’re all going to be much stronger for it.

[00:44:59.69] spk_0:
And just quickly, how did you find jen’s research?

[00:45:03.89] spk_4:
I mean, this is, you know, I, I followed it around at conferences for quite a while before reaching out and saying, hey, I love this stuff. How can I, how can I do more?

[00:46:09.08] spk_0:
There’s value in conferences. Like, like ntc, there’s value in completely. Yeah, this reminds me of the work that you and I talked about when you were back in indiana before you were married to Adrian Sergeant. And we were talking about a phone research that you had done with public radio. I think it was in bloomington indiana. And you would describe women. I think it was Well, maybe you saw more of an effect that was it. You describe you saw more of an effect with women when the caller from the public radio station would use words to say. You’ve always descriptive words. You’ve always been so loyal to us. Or you’ve you’ve been such a generous supporter of us. Would you would you make a gift again? And you you saw greater giving when the right descriptors were used for those bloomington indiana Public Radio, uh, supporters. So this seems like a continuation. Uh, you know, where your again, it’s the way you describe the donors.

[00:46:16.18] spk_1:
Yes. And it’s not just the way that we describe the donors is the way that donors describe

[00:46:29.48] spk_0:
themselves themselves. Right. And then this increases their feeling of well being, more about that. How did you, how do you measure their sense of well being?

[00:46:32.08] spk_3:
So we, um,

[00:48:00.47] spk_1:
when we started measuring psychological well being, we explored a range of different scales. Um, at the moment, the the several scales that we use most often with nonprofits who haven’t started our kind of communication with supporters, our competence, autonomy and connectedness. Those are the three fundamental human needs that psychologists have studied now for decades. They in in the giving situation, they refer to, um, competence, my ability to make a difference for others autonomy. I have a voice of my own. I’m not giving out of any social pressure and connectedness. I give to make me feel connected with the things the animals, the nature and the people that I want to connect with. Those three needs. If we lack any one of them, we wouldn’t be able to experience well being. So it’s most ideal if any given giving act can simultaneously help people fulfill all three psychological well being. And those are the ones that we have now used most frequently in giving at the range. Um Lower than $500 a year.

[00:48:16.97] spk_0:
Shoni mentioned the next step being written, measuring retention. Have have you seen in your research whether there there is greater retention among the donors who whose well being we’ve we’ve enhanced.

[00:48:41.27] spk_1:
Um, so what we have seen is that um, yeah, the factors that drives giving are not always the factors that drive psychological well being, but if you can communicate with people on only the factors that drives both than that giving is more sustainable.

[00:48:51.47] spk_0:
Okay. Wait, all right. Say that one more time. You’ve been studying this for decades and I’m hearing it for only the second time in like eight years. So okay,

[00:49:35.27] spk_1:
so say, um you have five most important factors that drives giving and you have eight most important factors that drives people psychological well being. You’re five and you’re eight are not always the same, but sometimes they are three that are common between these two sets. If you only use those three to communicate with your supporters and increase giving an increase well being, then you can expect to see repeated increase in giving over time because the same three factors both increased giving and increase people’s psychological well being.

[00:50:29.66] spk_0:
Okay. I see it’s the intersection of the two little circles in the Venn diagram. Okay, You gotta explain this to a layperson, Right? All right. Thank you. Um So, were you So it’s fascinating, fascinating. Um Plus, you’re married to Adrian. I just can’t get over this how this this career has brought you together. I’m just I’m taken by all this. Um, Were you wondering about this back when you did the public radio research? Were you wondering how the description by the by the callers from the public radio station made the donors feel you knew you knew at that point? No, you weren’t thinking She’s shaking her head. You knew at that point that that describing them in certain ways could increase giving. Were you curious then, about how it made them feel? Um,

[00:50:44.26] spk_1:
I think when I first got into fundraising, it was very important to me to find some psychological motivations that can help nonprofits to raise more money. But once I realized that actually, that is not very hard, you can pretty much

[00:50:50.98] spk_0:
like, look, we’re not doing a great job in a lot of ways. Yeah,

[00:50:55.11] spk_1:
I mean, raise money by about 10 really is not hard when, you know, a little bit of psychology,

[00:51:00.15] spk_0:
you’re being more gracious, alright. A

[00:51:48.46] spk_1:
few supporters. Um But to make the giving experience meaningful for people to make the giving experience a part of people’s lives that they treasure. And to make that giving experience and experience that can allow people to experience the kind of life that they would not otherwise have. Those are the things that are hard because those are the things that do not have the the focus that they need and those are the things that I pretty much spent the last 10 years after I graduated from Indiana doing. Because those are the things that gives me meaning in doing what I do.

[00:51:59.06] spk_0:
Sure, let’s go back to you. Uh How much increased giving are you seeing you? I’m sure you’ve quantified this. What differences are you? Are you experiencing?

[00:53:05.55] spk_4:
Well, I mean, we’ve we’ve now tested it in a number of different areas. We, you know, we test it in, uh, we we use it in thank you scripts to our donors. So we don’t, you know, that’s a long term test of if we’re using this, this language consistently and everything, we we play around with the different levers on web forms, um, where we see, you know, we can extrapolate over the year if like, okay, if we use this, you know, we have a form and the form on the donor form, what difference are we going to see? Um, so it’s, you know, it’s hard once it becomes infused in everything you do, you no longer have a test in a control. You have, you have just the way you’re doing it now because you roll it out in all these different ways. I will say. I mean within that first batch of three, we paid for our research. So, you know, we got we we made an investment. We we we learned a ton. We paid for it right away. And then everything after that is, um, is bonus or, you know, is the real game. But it’s, it would be hard to measure at this point because we’re not, we haven’t infused in and everything, but we no longer have, uh, you know, we’re getting there, but we no longer have a sort of test and control where we can say this is the difference

[00:53:24.85] spk_0:
jen where can folks find your research? Is it is it somewhere that we can easily uh,

[00:53:32.90] spk_1:
most of our research is at the Institute for Sustainable philanthropy’s web site. There are freely downloadable.

[00:53:44.55] spk_0:
Okay. At the Institute for Sustainable philanthropy, um, what do you think? Should we leave it there where we explain this adequately that we picked people’s interest? I

[00:54:50.84] spk_4:
don’t I have if you have time, I have one more thing that I really think this work is sort of um a really important bridge between the sort of donor centric, the donor is always right. We’re stroking the ego of the donor and the community centric fundraising models because jen said, you know, this is I give to connect people, give to connect to to other people to the animals. And that I think in that sense of connection and love comes a more sustainable way forward because we don’t have to have this um artificial barrier between the donor and the beneficiary. And we don’t have to talk about, well if we privilege the donor, then it’s at the expense of the beneficiary or vice versa. We can talk about it’s about making connections as humans and and and together working for change and I I see it as a really healthy way forward in that conversation.

[00:55:20.04] spk_0:
That’s a great place to stop. We’re international for this segment from british Columbia and the UK from B C. Is Shoni Field chief development officer at the S P. C. A. Society for prevention of cruelty to animals, the british Columbia and from the UK, jen, chang professor and philanthropic psychologist at the Institute for sustainable philanthropy where you will find all this valuable, valuable research Shoni jen, Thank you very much.

[00:55:24.64] spk_4:
Thanks tony

[00:56:05.34] spk_0:
What a pleasure. Thank you Next week. Susan comfort returns with team wellness as 21 NTC coverage continues. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications, pr and content for nonprofits. Your story is their mission. They’ve got the relationships for pete’s sake. Turn hyphen two dot c o r. Creative producer is Claire Meyerhoff shows social media is by Susan Chavez. Mark Silverman is our web guy and this music is by scott Stein. Mhm. Thank you for that. Affirmation scotty

[00:56:07.05] spk_5:
Be with me next

[00:56:25.74] spk_0:
Week for nonprofit radio big non profit ideas for the other 95 go out and be great. Uh huh.

Special Episode: POC Underrepresented In Nonprofit Leadership

My Guest:

Sean Thomas-Breitfeld: POC Underrepresented In Nonprofit Leadership

Sean Thomas-Breitfeld

The willingness and skills of people of color aren’t represented in leadership circles. That’s the main message coming out of Building Movement Project’s report, “Race To Lead Revisited.” We visit the report’s conclusions and recommendations with BMP’s co-director, Sean Thomas-Breitfeld.

 

Listen to the podcast

Subscribe to get the podcast
Apple Podcasts | Spotify | Google Podcasts | Stitcher

Get Nonprofit Radio insider alerts!

I love our sponsors!

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

 

Dot Drives: Raise more money. Change more lives.

We’re the #1 Podcast for Nonprofits, With 13,000+ Weekly Listeners

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

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

View Full Transcript
Transcript for 506_tony_martignetti_nonprofit_radio_20200914.mp3

Processed on: 2020-09-14T16:06:51.665Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…09…506_tony_martignetti_nonprofit_radio_20200914.mp3.110759374.json
Path to text: transcripts/2020/09/506_tony_martignetti_nonprofit_radio_20200914.txt

[00:01:48.24] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host. This is a special episode of non profit radio to help you be the change around racism, people of color underrepresented in non profit leadership. That’s the main message coming out of building movement projects Report. Race to Lead Revisited We visit the report’s conclusions and recommendations with BMPs co director Sean Thomas Brett felled, responsive by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot CEO and by dot drives, raise more money, changed more lives for a free demo and free month. It’s my pleasure to welcome to the show. Sean Thomas Bright Felled. He is co director at the Building Moving Building Movement Project. He previously worked in various roles at community change, developing training programs for grassroots leaders and worked in the communications and policy departments where he coordinated online and grassroots advocacy efforts and lobbied on a range of issues including immigration reform, transportation, equity and anti poverty programs. Building movement project is at building movement, or GE, and at B L. D. I N G movement. John Thomas Bright felt Welcome to non profit radio

[00:01:51.64] spk_0:
Thank you so much for having me.

[00:01:53.33] spk_1:
It’s supposed

[00:01:53.87] spk_0:
to be here with you.

[00:01:54.83] spk_1:
It’s good. It’s a pleasure. Thank you. So why don’t you start by describing the work at Building Movement Project?

[00:02:02.44] spk_0:
Sure, so building movement projects been around for over 20 years, and from our founding we’ve had three main areas of focus. One is what we call movement building, looking at how organizations collaborate, how nonprofit organizations can be part of movements for social change and social justice, and what it takes for organizations and non profit leaders to really be on the forefront of making big leading some big structural changes in our society. We’ve also looked at what we call a non profits and social change or service and social change because we think there is a particular role for human service organizations in bringing about structural and systemic change in our society and that that’s really important to support on. Also encourage organizations like that to get involved in advocacy. Listen to an uplift, the voice and on power of the communities that are being served, and then the third bucket of work has always focused on leadership, so recognizing that leading a nonprofit organization is a very hard job we’ve always looked at What does it take for leaders? But also, what does it take for non profit leadership? Thio really have aligned both the practices of leadership with the values that organizations hold. And so over the last several years, we’ve been particularly focused on issues of race and leadership in non profit organization. That’s what the race to lead work comes out of.

[00:03:41.14] spk_1:
Okay, right? And the This race to lead revisited report is really comparing a 2016 survey for the original race to lead with a 2019 survey for this report. Exactly.

[00:04:04.84] spk_0:
Yeah, so we surveyed people working in the nonprofit sector both in 2016 and 2019 on these issues of race and leadership. So this report race to lead revisited at some comparisons between the findings from 2016 and 2019 to see how the sector’s been evolving

[00:04:55.34] spk_1:
and you did have some new questions as well. We’ll have time to get to some of those, um, you talk about Well, first I got to say, I realize the contrast here I have long white hair and you have short, dark hair. We are. We know in the hair. We are. We’re not similar in hair. My God. Uh, yeah, OK, Sorry I couldn’t help notice. Um, you talk about we’re gonna have fun on non profit radio. I mean, it’s a serious subject, but we have fun nonetheless. So you talk about white advantage in the report versus white privilege? You mentioned white privilege once or twice, but predominantly. Talk about white advantage. What’s the What’s the difference there? What? What? What are you trying to say? A little different than the the more seems more common, you know, white privilege.

[00:05:05.24] spk_0:
Yeah. So what’s the term white advantage? What we’re trying to focus on is some of the structural advantages that accrue to non profit organizations based on, you know, multiple people in positions of power being white. So particularly thinking about the composition of boards and the composition of senior leadership teams. Um, because, you know, I think oftentimes the analysis is very individualistic, right? So, like, there’s an individual white person in the executive director role of the organization that only paints part of the picture on DSO we wanted to have a more complicated and nuanced analysis of what’s actually happened. An organization s O, that it became less about, like, the it one person at the top of organizational hierarchy. And think about it, uh, in a way that encompasses both the board leadership and senior staff.

[00:06:04.44] spk_1:
Okay. And then the structures as well, it seems thio less focused on an individual or individuals and mawr, uh, levers of power and processes policies.

[00:06:27.04] spk_0:
Exactly. And it also became a way thio understand and sort of unpack. Um, how, uh, sort of whiteness of organizations that, like in our sample, right, like, 45% of respondents work for organizations where both more than 75% of the board is white and more than 75% of staff and top leadership are white on. And, you know, I think that for me, that was actually somewhat startling in surprising um, And then we also saw that those organizations tend to have bigger budgets at least was being reported by the staff. Um but then, at the same time, we’re seeing that staff were reporting more negative experiences in those types of organizations compared to organizations with more diverse leadership on both the board and senior staff levels.

[00:07:29.64] spk_1:
And so the overall message that I got from this is that the power remains in boards and at the sea levels of nonprofits, and those are predominantly white. And that and that that really hasn’t changed from 2016 to 2019.

[00:07:35.24] spk_0:
Yeah, that hasn’t well, it’s hard to know because we actually didn’t ask the question in this way back in 2016. But I think that this, um, sort of puts our data in the context of some of the research that board source has done that shows that boards are overwhelmingly the majority of non profit boards are overwhelmingly white

[00:07:59.14] spk_1:
and also not reflecting the communities that they’re serving. Absolutely. Yeah,

[00:08:01.54] spk_0:
yeah, because I think what has happened is that the function of non profit boards very often is less a function of accountability to the organization’s constituency and mission on, because organizations often have a lot of responsibility for fundraising and raising the resource is for the organization to do its work. Um, that as a result of that sort of demand, organizations often have, um, prioritized recruiting from people who holds wealth in their communities and because of racial wealth gaps that tend to be white people

[00:08:41.04] spk_1:
on dhe. That’s recruiting for both leadership and volunteer position board with talking about boards and you make it very clear we’re talking about boards as well as C suite. You know, CEO, executive director level.

[00:08:54.14] spk_0:
Absolutely.

[00:08:56.24] spk_1:
So let’s go into the three. I guess main conclusions that the report identifies first one is that things really haven’t changed that much. We’ve already alluded to it. Things haven’t changed that much in the three years.

[00:09:14.44] spk_0:
Yeah, and you know, I’m not sure how surprising that should be. Um, for our sector. You know, I think the change is often particularly in organizations. When we’re talking about organizations where we’re talking about the composition of the staff, that kind of change is incremental, right? I think that what has shifted is that, particularly in the last year is much more consciousness raising much more awareness on the part of organizations that these imbalances, these inequities exist and needs to be addressed. Um, but recognizing that there is a problem is not the same thing is taking action to address the problem.

[00:10:18.34] spk_1:
So you are seeing mawr alright, consciousness raising awareness. It seems like predominantly because of the diversity equity and inclusion work that Ah lot of organizations have done. But it’s just sort of, you know, I’m I gleaned from the reports, just sort of scratching the surface. I mean, ah, lot of it is trainings that raise awareness, but we’re not seeing much action flowing from that consciousness raising.

[00:10:23.84] spk_0:
Yeah, And so one example of the increased consciousness was that in both 2016 and 2019 we asked survey respondents what impact to their race had had on their career advancement. And, uh, for white respondents back in 2016 roughly half indicated that their race. They recognize that the race had a positive impact on their career advancement. So this sort of classic recognition of white privilege that increased to two thirds of the white sample in 29 so one from half to two thirds. So you know that is e think progress, right? In terms of like people having a recognition and understanding that white privileges riel and that it’s positively the benefits of that privilege are accruing to white people in nonprofit organization. Um however, the same question also revealed that back in 2016 a third roughly of people of color felt that their own race have negatively impacted their career advancement, and that then increased almost basically half off the sample of people of color in 2019. So the increased consciousness is both, you know, I think leading people to recognize the ways that they have been disadvantaged as well as for white people the way that they have been advantaged on DSO. You know, we’re still left with this challenge. This problem. That race is clearly having an impact on people’s advancement. And so it needs to be addressed in organizations in ways that I don’t think training is sufficient. Thio thick

[00:12:04.14] spk_1:
right? But you acknowledge consciousness, raising an awareness that that is the first step. But we have a lot more, a lot, a lot further to go. I mean, you know, it’s just

[00:12:14.61] spk_0:
absolutely

[00:12:50.24] spk_1:
widely recognized that, you know, you don’t just do trainings a couple of trainings over six months and then check your box. You know d e. I is covered. Let’s move on, Thio. Let’s move on to the gala. You know it za process. It’s a journey, you know we’ve had other guests say the same thing. It takes time. Thio, uh, change the policies, the practices, the traditions Even if they’re not written down, that our advantage ing white folks over people of color, This takes time. But you gotta You’ve got to start somewhere.

[00:12:52.74] spk_0:
Yes, and I think consciousness raising is is an important and legitimate starting point.

[00:13:42.54] spk_1:
Right? And we’re just getting started, okay? It’s time for a break. Turn to communications relationships. The world runs on them. We all know this turn to is led by former journalists. So you get help building relationships with journalists. Those relationships, they’re gonna help you when you want to be heard so that people know you’re a thought leader in your field turn to specializes in working with nonprofits. One of the partners was an editor of the Chronicle of Philanthropy. They know the non profit space they’re at turn hyphen two dot c o. Now back to P. O. C. Underrepresented in non profit leadership. Are you going to do this in three years again?

[00:13:45.94] spk_0:
It’s a very good question. You know, it’s hard

[00:13:48.15] spk_1:
to

[00:13:48.28] spk_0:
know, uh, in terms of, like, capacity funding, all of those things um, but yeah, I think that it seems worthwhile to keep revisiting thes issues, given the pace of change. Um, having been pretty slow just in the time that we’ve been collecting this data.

[00:14:24.14] spk_1:
All right, Um, anything else you want to say about you know, how the the findings from 2016 are pretty similar? Uh, yeah. Continue through to 2019 before we go on to the next. Well,

[00:14:24.49] spk_0:
sure. I think the reason that we felt like it was worth restating on pointing out the similarity in in terms of the findings between 2016 and 2019 was because, um, you know, from our perspective, it was really important to state very clearly to the sector. But there are people of color who are in the pipeline that the pipeline is not necessarily the problem. Uh, there’s, I think, different metaphors that people have used unpack and try to understand what the problem is of why we’re not seeing more representative leadership at the top levels of nonprofit organizations. And our view has just been that it’s not a pipeline issue per se. There are people of color who have the skills training credentials to be in those top roles, but they face racialized barriers to actually moving into those top jobs to being hired for those top jobs. And so we just felt like it was important to remind the sector of that finding, Um and sort of not lapse back into, ah narrative that, like we need to train more people of color because somehow people of color are not ready toe lead. People of color are ready to lead, but are often too often not given the opportunity.

[00:15:38.84] spk_1:
Not only have the skill sets already, but are willing to, in fact, what willing Thio want. Thio want to advance the leadership in greater numbers than the and the white respondents?

[00:15:51.94] spk_0:
Absolutely.

[00:15:53.03] spk_1:
E guess. There’s narrative that, you know there’s a lack of interest in in people of color advancing toe leadership. But you’ve dashed that.

[00:16:01.74] spk_0:
Yeah, absolutely. And I think that part of the reason that’s important is because if people hold this mental model that who wants to be a leader is, uh, not a person of color, then they’re going to ignore the leadership potential of people of color in their organization.

[00:16:26.64] spk_1:
Yeah, it’s very convenient. Well, you know, the folks of color don’t really aspire to leadership. So no need to consider them. So Okay, so you’ve you’ve dashed that it’s not so in two respects. It’s not a pipeline issue. The skills air there and the willingness Is there a ZX? Well,

[00:16:36.24] spk_0:
absolutely

[00:16:42.44] spk_1:
desire Thio advance and to lead. Okay, Um right. So remember your second main main conclusion, I guess, is there is white advantage. We were talking around it. Now we come right out and say there is white advantage in the nonprofit sector.

[00:18:59.24] spk_0:
There is. And, um, you know, I think that the the white advantage takes multiple forms, right? So I think that there have been over the last several months Mawr written about like, what happened? What’s called now? Philanthropic redlining, right, that organizations that are led by people of color, particularly black led organizations, are don’t get access to the same kind of resource is as the white led organizations focused on or serving in communities of color. And so there’s really interesting research both from organizations like Abssi A ZX, well as echoing green and bridge span that really dug into that funding disadvantage. And I think that our data also showed similar findings, particularly when it comes to, for instance, e. D s of color. And this was reported on Maurin a report from based on the 2016 data but E d s of color feeling like they don’t have, they don’t get grants of comparable size to peer organization or that they don’t have access Thio relationships with funders. And so those kinds of advantages in terms of like, who funders trust who funders will give bigger grants thio all of those benefits than accrue to white led organizations that then create this financial gap between organizations, nonprofit organizations based on who’s in positions of power in that institution. And so other ways that the white advantage showed up were in terms of the sort of composition of organizations and the greater comfort that white people, uh, seem tohave in. Those organizations, for instance, on questions like Do people feel like they have a voice in their organization for people working in white, dominant organizations were both the board and senior staff are more than 75% white. That’s where we saw the biggest gaps between people of color and whites in terms of their their agreement with that statement, right? And that gap decreases as you have mawr diverse organizations. And it’s also interesting to note that the average the mean increases. So both people of color and white respondents are more likely to say they have a. They have a voice in their organizations when they work for POC lead groups. So if you know, funders want to invest in organizations that are cultivating that kind of leader full ecosystem inside of their organization that, you know, make it possible for staff to feel like they have a voice and can help to set the direction for the organization, then you know foundations would be wise to really take a hard look at their own investment and the composition of organizations that they’ve been funding on. DSI. You know, like, are these organizations largely white run or are they POC lead on. And if there are largely white one, they should start investing in more organizations that are POC ledge.

[00:20:06.94] spk_1:
You identify five opportunities which we’ll get to, and one of those is put your money where your mouth is. You just say, put your, uh, you

[00:20:08.83] spk_0:
know, money

[00:20:54.04] spk_1:
where mouth is for sure. Yeah, I mean that’s a critical lever of power is funding for any anyone, whether it’s whether it’s corporate or non profit access to capital access to markets. Um, you know, what I thought was really interesting is, um, when you were identifying whether an organization was white lead or POC lead you, you chose as a threshold for white lead, whether more than 75% whether the Board of Leadership is more than 75% white. But then for for people of color lead, the threshold was just 50%. Is that because there just aren’t enough that are that are at the 75% level? So you had to reduce the yet to reduce the threshold to define it as person of color lead? Was that the reason?

[00:21:02.45] spk_0:
Yes. I mean, I think that it reflects the sort of composition of the sector, right. So 45% of respondents reported working for organizations where more than 75% of the board and senior staff were white on then it only 14% of respondents reporting working for organizations where it was over 50% of board and senior staff where people of color, you know, like it’s

[00:21:30.25] spk_1:
hard to have

[00:21:30.98] spk_0:
a comparison between Yeah, exactly.

[00:21:34.02] spk_1:
75% shoulder, 75% for PFC. Lead was gonna be too small a sample You

[00:21:40.57] spk_0:
a

[00:21:41.99] spk_1:
handful of Okay, uh, e suspected. Okay. Um, yeah. The experience was a little more about the experience. How people experience how people of color experience work in a in a white led organization.

[00:21:58.84] spk_0:
Well, I have to say, this was surprised, Not surprising. But it was interesting that the data was so clear, um, that the these racial gaps were so much larger for respondents working for white run organizations compared toa the POC led groups. And, um, you know, I think that it reflects what we’ve been hearing from the focus groups that we’ve been doing across the country in terms of the frustration, particularly on the part of people of color working in organizations that, um, you know, I think often feel somewhat alienating. And where people feel like they, um their leadership potential is not recognized or supported on dso. It was just a really, uh it was nice to have the data show, uh, and really reflect what we’ve been hearing anecdotally through focus groups and interviews around the country,

[00:22:59.54] spk_1:
You mentioned three organizations that have contributed to this work. One of them was bridge span. And then what were the other to save them. Save them a little slower theater, too.

[00:23:03.21] spk_0:
Sure. So a few months ago, bridge span and echoing green partnered on a report that looked at the going echoing green,

[00:23:14.57] spk_1:
echoing green

[00:24:50.44] spk_0:
green. Yeah, they partnered toe look at the funding that had accrued to organization organizational leaders who had gone through echoing Green’s programs. And so they were able to then really track and demonstrate that black leaders compared toa white leaders who had gone through the same kind of leadership development programs were getting very different levels of financial support on So that report came out at, you know, the earlier in the spring and last winter, an organization called Absi, which is the Organization for African Americans in philanthropy. On DSO, the acronym is a B E, and they put out a report looking at what they call the philanthropic redlining, this phenomenon of financial support from foundations accruing to white led organizations rather than to POC lead or black led organizations. So they use this terminology of redlining because it’s evocative of historical policy that led to very dramatic differences in terms of what sort of development and investment was possible, uh, in cities and neighborhoods based on this policy of redlining. And their point is that the imbalances, the inequities and where philanthropic dollars flow leads toa completely different prospects for organizations. And because some organizations grow because they get the funding and other organizations sort of. Whether on the bun

[00:25:06.34] spk_1:
isn’t the large majority of the smaller organizations I think you’re special was under a million dollars aren’t Isn’t the majority of those POC lead?

[00:25:08.44] spk_0:
It was, Yeah, it was striking to see that a much larger share of POC led organizations had budgets under a million

[00:25:30.34] spk_1:
dollars compared to, for instance, what led organizations? And, ah, large, large majority of those are a million dollars or under in funding or annual budget.

[00:25:31.18] spk_0:
Yes, okay, yeah, in terms of the annual budget

[00:26:27.24] spk_1:
annual budget. Okay, time for our last break. Dot drives drives engagement dot drives relationships. Dot drives walks you through donor engagement. It’s a tool that’s simple, affordable and focuses you on building donor relationships and trust. There’s a free demo, and for listeners a free first month. Go to the listener landing page at tony dot Emma slash dot We’ve got but loads more time for POC, underrepresented in non profit leadership. And then the third main point is that d I. Efforts are widespread, you say, and their effectiveness is uncertain, I would say, but but their effectiveness is uncertain. You’re a little more optimistic. Um, so, yeah, we were scratching the surface of this before, but you know, say same or about what’s being done, but what the limitations of it are.

[00:26:35.74] spk_0:
Well, first off, I think it’s important to acknowledge that three quarters of the sample reported that their organizations were doing something related to diversity equity inclusion. And so the ubiquity of D I efforts is, you know, I think good. And I think it’s a relatively new phenomenon, right? Like it’s become the topic at a lot of conferences over the past five years. And so all of which is to say that like organizations are getting started right now, Um, and maybe it’s long overdue, but this is a moment when organizations are getting started. I think that the challenge, the frustration, particularly on the part of people of color. And the younger staff of, you know, diverse diversity of younger staff is that I think for far too often it feels like organizational checklist. It feels like a sort of double. Organizations are saying the right things, but not actually changing anything about their recruitment practices or internal hiring and promotion strategy. So, yeah, I think that that is the the frustrating in that, like the ubiquity does not equal impact.

[00:28:43.94] spk_1:
I just want to remind listeners the report is called Race to Lead Revisited and you can get it at building movement dot or ge. All right, Sean, how do you feel about talking? Oh, there’s there’s a quote. Oh, yeah, yeah, yeah. You You pepper the report with quotes in the margin on Dhe there. Ah, lot of them struck me that. I’m just going to read one that was probably half a dozen or so that, you know, sort of stopped me a little bit. But, uh, Pakistani woman, I don’t believe I’m taking us seriously in the workplace because I am a young woman of color. I often question things which doesn’t always go over well in majority white organizations. I’ve been used as a token brown person that za harsh reality Thio Thio read and for her to admit in a survey that, you know, I’m a token. Um So I thought the quotes were very evocative.

[00:28:55.84] spk_0:
Well, yeah, thanks. I mean, we we really think it’s important to balance the quantitative data with, you know, hundreds upon hundreds of right and responses from survey respondents and then also the focus groups that we do. We also gain a ton of insights from those conversations as well.

[00:29:16.34] spk_1:
You feel OK, go into the five opportunities or is there Is there mawr anything more you wanna bring out about the the report itself? Well, this is part of the report, but about the conclusions, conclusions and findings.

[00:29:40.34] spk_0:
Well, I guess I would just add in terms of the sort of d I and, uh, there’s the both the skepticism, but also the impact, right? I think that, um, there’s, you know, I think there’s a lot of skepticism about training, often times. But our data did show that for reserving respondents that reported that their organization trained on a variety of topics. They had more positive views on the impact of training on their organization. I think that just speaks to the importance and need for organizations have, like, multifaceted well around D. I initiatives so that training is not again, like just the check box on or sort of like. Okay, we did the training on white privilege, and so we’re sort of done that the training is a way of both sparking but also sustaining critical conversations in organizations. And that’s why it’s useful for organizations to do training repeatedly and on a variety of topics.

[00:30:59.64] spk_1:
Yeah, I think it was. It was forearm. Or if organizations had had training on four or more topics than both white, the white respondents and the people, people of color respondents, um, felt it was it was more advantageous. So they got there was more valuable training than if it was three or fewer. Could you just take off a couple of different topics that that folks should be looking to training? I mean, not not exhaustive, but you know, what are some of the some of the topics that people should be thinking about training wise?

[00:31:07.27] spk_0:
Sure, yeah. So eso in terms of the topics that we tested for in the survey people indicated that whether the organization had done training on white privileged, specifically whether they had done training on implicit bias because that is a concept that I think has gained mawr currency in the sector. Structural racism, for instance. Um, like do people think of racism as just about interpersonal dynamics or as or as the result of structural, um, and systemic forces that are being replicated by policy? A. ZX well, as implicitly, um, also racial trauma and healing. I think it’s a training topic that is becoming more popular and developed, so there’s a variety of topics, and I think the important thing is just for organizations to be open to having and doing training on a wide variety of topics.

[00:32:07.74] spk_1:
And again, the more topics, the more valuable people will feel. Three outcomes are, um So let’s go to the opportunities. Then why don’t you once you start us off?

[00:32:19.04] spk_0:
Sure.

[00:32:20.17] spk_1:
I’m sure. Wait. I put you on the spot. Do you know that you may not have him off the top of your head? I have notes I haven’t written down, so I don’t need thio Put you on the spot memorized? I don’t know do you?

[00:32:32.07] spk_0:
Yeah, I’ve got it.

[00:32:33.81] spk_1:
Okay. Okay.

[00:32:47.44] spk_0:
First in the first one was focused on structures as well as the experiences of staff. Right on DSO. You know, I think it’s pretty straightforward, but I think the the reason that we felt felt like it was really important toe lift up lived experience of staff working in organizations is because of what we saw in terms of those experience questions, right? Like, do people feel they have a voice in their organizations or not? Right. We also thought it was important to point out that policies have to actually be in force, right? Like organizations can’t just say this is our policy. But if people don’t see evidence that actual behavior and practices air changing as a result of the policy, um, then you know, I think there are real questions about whether that has real impact.

[00:33:22.08] spk_1:
There is, as

[00:33:23.32] spk_0:
we said earlier,

[00:33:35.84] spk_1:
you’re not walking the talk. Then if you have ah, policy on anti discrimination and someone says something derogatory and it doesn’t get dealt with according to the policy. Yeah, that’s a joke. Absolutely. Yeah.

[00:33:39.94] spk_0:
Um, we also thought it was important toe, you know, really, focus on the funding dynamics, so particularly for grantmaking organizations. But put your money where, like your mouth is essentially right. Like there are increasing number of foundations, that air saying that the I is important. Ah, nde sort of signaling to their grantees. But those organizations need to take d. I seriously need to diversify their boards and staff things like that. But if the foundations have not taken similar steps, if the foundations have not to diversify their own or internal institution, or the foundations have not sort of critically examined their portfolio of grants like are there racial disparities in terms of what the amounts of funding, which organizations get access to funding that sort of thing? All of that is about foundations being very serious on reflect about being reflective in terms of their own commitments to D. I.

[00:35:24.04] spk_1:
And you have reflecting reflecting your community, which we touched on a little bit, that that was really striking, how you know it’s intuitive. I mean, I realized it, but to see the numbers of, um, Whitelighter organizations that are serving POC communities, eyes like two thirds or something, I think, um, it’s startling that leadership does not reflect the communities that they’re serving, and that includes the board. I mean, you you wanna have voices from the from the folks you’re serving contributing to your contributing to your you’re you’re major decisions a ZX the board should be doing

[00:35:28.54] spk_0:
Yeah, and again, like, as I said earlier, like, if organizations see the function of the board as about accountability as about setting the direction for the organization, then I think those organizations will see the need and value of having a board that is reflective of the community that’s being served. But if organizations have the sort of rationale for maintaining the board is to have access to people with wealth and connections, and there’s obvious reasons that organizations go that route. Then they’re going to stack. They’re bored with wealthy people in their communities on again because of racism. Those wealthy people are not likely to be people of color from the constituency that’s being served

[00:36:15.53] spk_1:
and your last one responsibility and results.

[00:36:26.79] spk_0:
Yeah, I think our sense was that organizations air pushed to track a lot of things nowadays and so, like what gets measured is often what then matters. And so our sense was that organizations should be very clear about what their commitments are going to be to race equity. And, um, you know, really track those commitments and then track the results of that come out of, like, what kind of organizational change strategies they pursue. And so, you know, if organizations they’re doing like an annual review or annual reports, are they reporting on their goals and objectives around race equity? That is one way to sort of ensure that organizations are staying on track on dhe, that its multiyear commitment

[00:37:13.58] spk_1:
it’s gonna take

[00:37:14.84] spk_0:
multiple years of change.

[00:37:38.03] spk_1:
Uh, you know, just pay attention. You can move the needle on things. If you start paying attention to them, you’re saying, if you measure it, you’ll you’ll you’ll be. You’ll be accountable to it. So high attention to it. If your If your statements say that you value racial equity, then measure it, hold yourself accountable and commit to those years of change.

[00:37:41.23] spk_0:
Yeah, and I think it’s even better if organizations do that. Make that accountability public, eso that they’re the sort of reporting is to their staff. It’s to their board. It’s to their community so that, like the statements of the organizations stand with. For instance, black lives matter, then backed up with organizations being able to say. And here’s how we lived into that commitment. Here are the things that we did over the past year that made that riel,

[00:38:10.82] spk_1:
Sean, anything, anything at all that we didn’t cover that you want to talk about.

[00:38:16.52] spk_0:
Um, no, I think we covered a lot.

[00:38:34.22] spk_1:
Okay, well, we did. You know, it’s not profit radio. We cover a lot of ground, but, you know, we can only scratch the surface. I mean, we cover a lot, but what you want to read the details, So just get the damn thing. Uh, the report again is, um race toe lead racing. No race race, the lead race, the lead be visiting

[00:38:38.27] spk_0:
the lead revisited.

[00:38:49.92] spk_1:
Used to lead you visited. You’ll find it at building movement or GE. That’s where you’ll find building movement project. And Sean Thomas Bright felled. Who is co director, right, Sean, Thank you very much. Thank you.

[00:38:52.07] spk_0:
Thanks so much for having me

[00:39:32.72] spk_1:
absolutely appreciate your time. Thank you. Reminder were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. turn hyphen two dot ceo and by dot drives raise more money changed more lives. Tony dot Emma slash dot for a free demo and a free month, Our creative producer is clear, Meyerhoff shows Social Media is by Susan Chavez Mark Silverman is our Web guy. This music is by Scott Stein and with me next week for non profit radio Big non profit ideas for the other 95% go out and be great.

Nonprofit Radio for May 8, 2020: Data Privacy Practices

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

Cougar Mountain Software: Denali Fund is their complete accounting solution, made for nonprofits. Claim your free 60-day trial.

Turn Two Communications: PR and content for nonprofits. Your story is our mission.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Jon Dartley: Data Privacy Practices

Let’s have a romp through the fields of data privacy and cybersecurity, musing as we frolic on just how important the right practices and policies are to your nonprofit. My guest is Jon Dartley, Of Counsel at Perlman+Perlman law firm.

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 488_tony_martignetti_nonprofit_radio_20200508.mp3

Processed on: 2020-05-09T00:45:18.281Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…05…488_tony_martignetti_nonprofit_radio_20200508.mp3.92969305.json
Path to text: transcripts/2020/05/488_tony_martignetti_nonprofit_radio_20200508.txt

[00:00:12.00] spk_0:
Hello and welcome to tony-martignetti non profit radio

[00:02:19.07] spk_2:
big non profit ideas for the other 95% on your aptly named host. This is our second non studio show produced using a dizzy audacity and zoom Oh, I’m glad you’re with me ID break out in Wall Dyer’s ring If I had to say the words you missed today’s show data privacy practices Let’s have a romp through the fields of data privacy and cybersecurity, musing as we frolic on just how important the right practices and policies are to your non profit. My guest is John Darkly of counsel at prominent Pullman law firm tony. Take two. Take another breath were sponsored by wegner-C.P.As. Guiding you beyond the numbers wegner-C.P.As dot com by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial? And by turning to communications, PR and content for non profits, your story is their mission. Turn hyphen two dot ceo. It’s a pleasure to welcome John Darkly to the show he founded and operated involve the Web application, development and design firm that pioneered online peer to peer fundraising list building and advocacy campaigns for non profits involved was acquired by Can. Terra. John probably made a lot of money there when Cantero was acquired by Blackboard John probably make money again, but he was also named senior deputy general counsel and information governance chair. Besides all that, he has more than 15 years experience representing nonprofit organizations. He’s of counsel at Perlman and Perlman law firm in New York City. The firm’s at Perlman and perlman dot com. And at tax exempt lawyer John Darley. Welcome the non profit radio.

[00:02:21.64] spk_5:
Glad to be here. Thanks for having me.

[00:02:23.19] spk_2:
Good to have you. That was, uh, that sounds like it was quite a run with involved in terra and black bod.

[00:02:29.54] spk_5:
It was definitely an interesting path. I like this day. It gave me a lot of kind of real world experience. Great to work on. Both sides. Both work on the software side now, back on representing clients. Yeah. Yes, it was interesting.

[00:02:43.11] spk_2:
How many years was that from? Like from the time from founding involved to being appointed senior deputy general counsel at Blackboard,

[00:02:52.74] spk_5:
right? About seven or eight years. And when I start with the ball off again, we working with some very large, not pop. It’s doing Web applications. This was like the first kind of friends asking, friends type approach on. Then we just kind of built out organically, like working with a non topic clients and eventually bought and bought again, as everyone knows a lot. Elation.

[00:03:26.39] spk_2:
Yeah, good, Wonderful. It’s a good trip. So it isn’t practicing law now. Boring. Without all that, you don’t have a let’s start up excitement and challenge and all those obstacles and frustrations.

[00:03:27.92] spk_5:
The grass is always greener. So, you know, when I was at that sign, it seemed like just being a lawyer would be very comforting. Now you’re like sometimes you miss the excitement. But I hope my clients and we have some smaller clients that are building, you know, interesting brands that you’re saying. All of this s o. I feel like I’m so not sure. I’m just advising my clients

[00:03:46.69] spk_2:
without without All the agita is the once removed once room from, uh, from rounds of rams of financing, et cetera,

[00:03:56.25] spk_5:
where you are like wearing having to pay painful, easy,

[00:04:32.40] spk_2:
right, Get back and I make right. Can I make the Yeah? Can I make salaries this week. Right? Right. So, um all right. Data data, privacy, cyber security. I think people probably understand, in our current environment, I’m not having to do with Corona virus, but just living in 2020. I think a lot of people are conscious of at least cybersecurity issues. Maybe not so much data data, privacy. But But let’s make sure, you know, give us some, uh, motivation for why data, privacy and cybersecurity should be paint paid attention to

[00:05:16.39] spk_5:
Yeah, I’m often accused of scaring people, and I think that’s a good thing, you know, frankly, I work with four profit stonework with non puppets now primarily. And from, you know, I was a non profit yourself 5 to 6 years behind the for profit world and taking privacy of cyber security. Seriously. Just, you know, in the for profit world is now a C suite. You know, job is open, it’s cheap. Obviously, Officer, there’s teams of people working on things, not hop it, and they are starting to learn the importance of taking the practices and putting these policies in place. But a lot of times is an infrastructure is do. The manpower is too but just to kind of take a context every year, the amount of breaches grow. Last year, $2 in 19 the amount of damages increase by about 17%. And just in the context of what that costs, the average reach across an organization almost $4 million now, given there are some very large reaches, so that kind of skews the results. But in terms of a per record, So think about donors. How many donors you have, Basically an average of $150 for every record loss is what you’re gonna pay in regulatory fees and other finds. Another kind of charges. So that’s, you know, a real real thing.

[00:05:44.28] spk_2:
Now, what about the comparison between, you know, corporate and non profit breaches mean? Well, I’m thinking off the top of my head of, ah, Marriott. Uh, you know, I don’t 100 million records or whatever. West maybe was only 10 million. I don’t remember, but many millions of records um, there have been other big corporate breaches, but have there been breaches? Maybe they’re just not as, uh as publicized on the non profit side.

[00:06:21.42] spk_5:
You’re actually exactly right. Uh, small and mid sized nonprofits are actually being increasingly target if they don’t have to sophisticated protocols in place to kind of to protect against some of these of these hacks. We don’t hear about the malls and not the big build. Another Facebooks of the world on an ID only they’ve been. Actually, some studies done is not evident. It totally they’ve been some studies done that, not pump it actually hurt more than four profits for data breach. I’ll give you an example. You know, Facebook gets breached. How many people actually got off Facebook and stop using it, right? Not pop it in a way, are more fungible. Some donors with donate more to more than one organization, studies have shown. If there’s a data breach at a non profit, donors are less likely to come back next year. Donate. I’ll just choose another organization. So in some ways, the bar and the risks are even higher for nonprofits,

[00:07:03.52] spk_2:
right? All right, right. I’m I’m more committed. I’m pretty committed to my Marriott Marriott Bon voy points. No, I don’t. I’m gonna keep using the brand because I’ve got a couple 100,000 points with them.

[00:07:29.30] spk_5:
Exactly. The reputational harm I have to say, tony, ITT’s organizations don’t think about that. But these days, I think we all were all more sensitive to write. Our data’s being treated. Yeah, they’re a lot more regulations out there which out there they will talk about. But the reputational harm can last for years, especially when organization is seen as either not doing the right things, not taking kind of, you know, appropriate precautions that could really be devastating.

[00:07:40.49] spk_2:
All right, since you mentioned regulations, um, uh, you know, we heard a lot about GDP. Are when? When that was knew. What was that, like, two years ago or so that

[00:07:50.44] spk_5:
that May of 2018 will into effect.

[00:07:53.86] spk_2:
Okay, pretty good. Usually I’m bad about the estimating time. All right, so it was two years ago this month. All right, um, so GDP are But you can acquaint us with that. What? I mean for a U. S. Charity? What? What do we need to be conscious of their

[00:08:44.74] spk_5:
Yeah, it’s funny when you came. In fact, it seemed like a few months, like just everyone was talking about it. Remember, a Woody Allen movie would talked about. He said soon will be, the Renaissance will be painting. Thing is like, I think soon it was like That’s all we’re talking about a CPR. It’s like literally a few months s. The only emails I got from clients was like, What is this thing with GDP on what I need to do now? It’s two years later, we’re still talking about it, But there are other regulations ever come into a factory plucked out as well. A general data protection regulation does affect not Klopp, which came into effect in 2018 and has very specific department. So does it affect your not profit? Some of listening? If you have a website, it probably does right. Judy PR affects anybody collecting any information from someone residing in the European Union between the UK, including Switzerland. So B e a, uh, and you know, if your only collecting a few names from from those countries I wouldn’t be is concerned. But if you collect a little bit more than that, then it probably makes sense to comply with GDP. Are

[00:09:39.37] spk_1:
it’s time for a break? Wegner-C.P.As. They have a bunch of covert 19. Resource is on their site. Tax questions related to Cove in 19. We received RP PP funding. Now what? Developing your 13 week cash flow forecast. Internal controls. Covitz style. What about cash? How are you controlling cash in a virtual environment? This is all at wegner-C.P.As dot com. Click resource is

[00:09:45.17] spk_2:
Okay. So, John, it’s only it’s only if you’re collecting data. Not not if you citizens or Swiss citizens are visiting your website merely visiting your website.

[00:09:55.14] spk_5:
But really, it is because what he has done has lowered the bar. What personal information is right? We all care. We were going to use the term sometimes P I I personally identifiable information. And so Jeannie pr is concerned about is if you collect P II. According to Judi pr and I key address. Right. We’ll have computers. We access a website. We have an I P. Address a stash. Consider P I So, technically, anybody accessing your website if you collect their i p address with, most people do automatically. You’re you’re technically subject that GDP are

[00:10:27.29] spk_2:
okay. Wait. All right, So you’re saying most web? Most websites automatically preserve the i p address of a visitor.

[00:10:36.34] spk_5:
Most do through, like, Google analytics or, you know, at least. Yeah, All these the analysts people use automatically get life he addressed with someone visits your website.

[00:10:43.64] spk_2:
Okay. And that then is an entering argument for GDP are to apply to your your website your your non profit

[00:11:34.01] spk_5:
Exactly. Just counsel our clients that you should really only be concerned if you’re collecting and be getting. Don’t you collecting information more than I p addresses to get it? It’s kind of Ah, it’s a risk reward. Be only getting a few I p addresses. You’re not doing anything with it. The odds are of GDP are becoming an issue on the regulators Looking at your not profit. Probably small, but okay, a lot not talk. But in this country that either have offices early, you or have people access routinely. So I’ll give you an example. We worked with a large, well known museum and when people come from your they often want to visit this museum in Manhattan. So they have ticketing and they’re having thousands of people not really least used to when people are travelling but museum tickets. Judy pr squarely applies. They have to comply.

[00:11:48.48] spk_2:
Okay, So beyond the beyond the this sort of perfunctory the i p address else. So if we don’t have ah location that people are buying tickets to come to, what other kind of data would would trigger the GDR for us?

[00:12:30.11] spk_5:
Any name and email address, you know, collecting that anybody resigned. And when I say the word residing, you don’t have to live there. So, technically, tony, if I went Teoh London and then made a donut, patients were not topping the US JD. Power applies to me with that trip is action. I’m now residing in the EU state token of somebody from the U is in the U. S. Exit donation to a non profit. Even though there are you sitting this in a transaction takes place in the U. S. GDP. Ours doesn’t apply. It’s a little bit complicated, but like I said it that today those

[00:12:30.46] spk_2:
those those are the exception. So let’s just deal with

[00:12:33.43] spk_5:
that at

[00:12:33.87] spk_2:
the mainstream. You got a new resident transacting from from the European Union. Um but let’s just assume all that you residents are in the the European Union for this conversation, right? None of them, they’re here. So

[00:14:01.36] spk_5:
So yeah, so replies just kind of get the kid like some of things you want to do. I say, like the low hanging fruit fidgety you are applies. The first thing is website privacy policy. I’m gonna talk about that a little bit more later in terms of a general privacy policy, the importance of it. But Virginia PRD is separate. Basically, GDP are notice that needs just list specific information. Uh, two people from the EU learning them of their rights. And some of the remedies they have, I’ve tell organizations of GDP are applies. The first thing you do is put a put a speeding car notice on your website. That’s something a regulator is the first thing they don’t look at. If you have, that is already one box check. That’s great. Thea. Other hurdle for a lot of non profit we work with is how to get, uh, what when someone wants upped and there’s no more opt out. Everything has to be in Upton and has to be a very specific and home up then, and this is probably the biggest challenge for a lot of non profits. It’s a much higher bar for consent. I’ll give you an example. No longer than you have to have a check. The box and the box says we are signing up to get email campaigns, periodic newsletters and other promotions, even if they check that box. Wegner Judy PR Let’s consider too broad, right? Every request for permission need to be very specific. You need to be clear and affirmative and very moment, one of the biggest challenges for Not

[00:14:10.45] spk_2:
question. So give me an example of of a consent that is properly worded.

[00:14:21.74] spk_5:
I hereby consent to the processing of my personal data for the price Rose Christ or period, not email newsletter, not general marketing purpose for a specific purpose. A price store. You could also say I’m I’m a I hereby consent to the processing of my data for your monthly newsletter. Now let’s say three months later, you have a new newsletter or different what you can no longer send them both newsletters. You don’t have to stand for that. You now have to go back to get the scent. You get one try. They don’t respond. You can’t go back to them again.

[00:14:47.79] spk_2:
Cannot. You can’t go back to them again.

[00:14:49.92] spk_5:
No. Cannot. And there’s no grandfather clause either. So you know a lot of people. At least couple years ago, I had all these names. They were wondering, what do we do? And you got one shot Thio going going to these folks and say, Hey, GDP, our allies way like to use your names. This way, please respond. Have you to get a response That said you can no longer market to these folks.

[00:15:30.84] spk_2:
Okay. All right. So you get one chance per each channel. Sort of. You don’t have to do it for each individual newsletter. I mean, individual mailing of the same newsletter. But But as you said, if you if you start a second newsletter on a different topic related to a different program, you’d have to get permission for that

[00:16:00.79] spk_5:
exactly right. And then the people that you do have kind of on your roster that you’re allowed Teoh work with the U there certain rights they have and these rights have to be passed on to the benders that not puppets work. With these age, everything’s in the cloud off. The odds are they’re using other folks that kind of help processes data. But anybody from the EU has the right of access. They have the right to know what you have about them. They have a right to a racer. They’re gonna ask you to delete their data at any time. You must comply with a certain period of time. They have the right to restrict processing. Yeah, you can use my data eat to give me a newsletter. But I don’t want to be in a cooperative where you’re sharing my name. Uh, they have the right the right to data portability. Give me everything you have and provide. Give it to this new provider on. They have the right to object to anything you’re doing with their data. And when we talk about the Jodi or notice the privacy policy, the privacy policy needs to kind of lift all these rights for EU people. You usually

[00:16:28.40] spk_2:
all right. And that policy needs to be on your website.

[00:16:31.95] spk_5:
Yeah, just like a regular privacy policy. But it needs to be a separate notice. It needs to be on the website prominently displayed.

[00:16:48.14] spk_2:
Okay. When you get consent for the processing of data around a particular purpose, do you need to remind people about their rights? Give them all these reactions, toe portability and the ratio, et cetera, or just one time on the website.

[00:16:55.11] spk_5:
No, No need to be part of your privacy notice. You don’t need to remind them proactively, but it needs to be listed in your GDP are profit privacy notice

[00:17:02.48] spk_2:
Privacy notice on your website.

[00:17:04.34] spk_4:
Yeah, right. Okay.

[00:17:05.86] spk_5:
And the fines are extremely high again for small missiles. Nonprofits to a very low interaction. I’m not concerned. Larger non puppets should be a little bit more aware and look concern. And, you know, one of the things you also need to be aware of. 1/3 party vendors GDP are now makes nonprofits directly responsible and liable for the axe or or emissions of the vendors that holding the state on your behalf. So you now need to give all these vendors specific provisions. Your mandated by GDP are specific. GDP are provisions that buying these benders to basically support your efforts to comply with GDP are so this is another hurdle.

[00:17:52.44] spk_2:
Okay. Um, all right, I would presume the largest vendors are acquainted with this by now, but you

[00:17:53.35] spk_5:
must have their own. Yeah,

[00:17:55.63] spk_2:
but you need to be proactive about ensuring that your vendors all do, whether small or large,

[00:18:00.84] spk_5:
Yeah, a lot profit use. It’s more of the small amount outside vendors, and they may have one in place, and the one they have a place might not be. You know, listen, that everyone takes a different approach. The vendor who supplies they’re all will be much more friendly towards them, so they should still be reviewed and negotiated.

[00:18:16.79] spk_2:
All right, so you’re asking, Are they GDP are compliant when you’re querying your vendors?

[00:18:23.40] spk_5:
Exactly. That May should also bishop. There needs to be the denim toe. Any contract that you have in place just not to get too technical, but the non profit who collects it. Who’s collecting? The data is called a data controller, right. They control the data, their vendors who helped process the data. So maybe a C. R M system, a black box, for example. They would be considered a data processor. Ben should be processing the data on behalf of the non profit who owns the data. So I’ll pop. It is data controller has kind of a much higher bar of requirements to me.

[00:19:03.14] spk_2:
All right. As long as you defined your terms, you keep yourself out of jargon. Jail on. All right. Um uh, Okay, well, there’s a New York law, but, you know, New York Shield, But our listeners are nationwide. So you want to just be much briefer about New York Shield just for our New York listeners?

[00:19:49.27] spk_5:
Yeah. Although New York still, tony, just like today PR, it doesn’t make a difference where you are. You collecting information from New York residents? It applies to you And I would argue is actually, it’s more important because the Jeep car that’s still question how the you will force it against a non profit who does not have offices in the U By how that happens. Nobody has seen yet. But but let’s put that aside, the New York Shelled Act gives the attorney general a public right of action. And certainly in New York, the New York Attorney General has a much further reach to go after not profit, whether they’re in New York or anywhere in the US, because we’re talking about the same country. So I would be as a non profit, more concern about New York Shield at this moment. First import most and then worry about you need your necks.

[00:20:01.72] spk_2:
Oh, all right, do other states. California is a pretty activist state. Do they have something similar that applies to all their residents?

[00:20:33.26] spk_5:
California has one called CCP A, but right now it does not apply to non profits. It only would implicate non profit ever have a four profit wing or Division A? Are there working with a four profit where, for example, be getting data from a company that’s getting from messages in CCP? A. The non papa should be concern at that vendor. Who’s providing you That data has complied with CCP A. But other than that, it doesn’t really apply to non profits.

[00:20:35.61] spk_2:
Okay, any other states.

[00:21:29.34] spk_5:
Massachusetts has had something for a long time, not too dissimilar from New York. But you need me. I think people are kind of and there are other unless there are other ones in the works. Colorado has won about us looking to pass something at some point. That’s in Kobe. 19 is for a lot of things on the back burner, but at some point we could have federal legislation, and you know what I counsel with non clap? It’s even which university BR came out and they said it doesn’t apply to me. I said, Even if it doesn’t, it probably makes sense of trying to comply his first ball. Everything’s moving towards greater accountability. Donors. Employees are getting more sensitive about Heather Data’s being used and starting to follow some of these protocols. Just make makes the non hop. It’s better stewards of the information they collect another day. We want to do like by these donors wanted to do right by our employees. The data were collected. So following somebody particles and they don’t apply is a smart practice because nothing wants unauthorized access to their systems.

[00:21:37.88] spk_2:
Okay, Okay. Um, the Massachusetts law is that limited to credit card information?

[00:22:05.54] spk_5:
No, let me call it. It’s a lot of different kinds of personal information, but has not been. I have not seen it really in forced on. A lot of organizations already have policies in place that kind of meet somebody obligations. And certainly if you’re if you start to meet the New York Field Act, which I think will be will be unless they enforce more vigorously, you’re probably OK on the on the Massachusetts

[00:22:10.22] spk_2:
front and the messages from Okay, so Yeah, that’s that’s true. In a lot of cases, like if you can comply with the New York law, you’re covered in a lot of other states because New York is so stringent. Um,

[00:22:22.40] spk_5:
I always say that you can make it here. You can make it anywhere. That was

[00:22:28.69] spk_2:
okay. Uh, yeah, but hey was intact. Think Sinatra was intending much more favorable. And the privacy compliance. All right, so what about New York Shield? You want toe? Give us an overview of that. What? What we should be concerned about this thing, This is if we’re collecting data from New York residents, that right?

[00:24:00.98] spk_5:
Exactly. Yeah, but I would argue I would take my most nonprofits to do any kind of real online access and gather data or getting donations. You probably have a, you know, at least amount from New York. But you know, many what may have a lot So certainly ones working on the East Coast would probably have a lot of New York residents accessing about side and giving information. So that’s about one of things. It expands. What constitutes a data breach, Uh, basically lowers that bar as well. So in terms of when you have to report a data breach, let’s put that piece of side. But this happened the most important thing for nonprofits to keep in mind. Now where? Why was them that says it may an individual one. Employees are pleased to coordinate data security program. This is key because most organizations don’t have one. This is the old saying. If you don’t know where you’re gullible, roads will take you there, and I’ve always counselled we have my non profit clients. If you don’t have somebody in charge of privacy, odds are nothing’s really happening on that front. So that’s good. This is a great example of even if you’re not collecting information of New York residents, you shouldn’t have a point person. Um, and what that point was it needs to do is he needs to look at, based upon your size and attack the information to collecting uh, that they have played a physical security tech technical security attacks, a compliance programs doing training were supposed to looking at Bender agreements and assessing risk. And now New York requires you to have certain provisions. Reasonable provision in every vendor agreement that makes me binds those vendors for doing the right things, that appropriate things in terms. Protecting the data you collect euros exposes, sensitively destroyed data when you no longer needed. And again, I know for many clients this ridiculous some of my clients and many non prop assistants in daunting. It’s not as hard to comply as they might think. And for some of our clients, I’m acting as that point person. It doesn’t have to be. And employees. It just needs to be somebody. So I’ve come in organizations. I’ve looked at the left look of the vendor agreements. Let’s see how things are being protected. Let’s look, if you’re doing training, just let’s look at the your overall approach to privacy and even and give a kind of annual advice that would get them a long way to comply. Europe show.

[00:25:04.84] spk_2:
Okay. Okay. Um, all right. And you know, good point also is you know, you said a few times Ah, it’s worthwhile to comply with these to the extent you can, even if you feel it doesn’t apply to you that the law may not apply, but it’s gets good practices.

[00:25:17.34] spk_5:
Yeah. I mean, listen, reaches typically happen from third party vendors That’s usually the case, because these days most people are using cloud providers or using third party vendors to kind of hold this data. If a breach occurs, a vendor’s Onley obligation is to tell you their client that the breach occurred. Your obligation under law. Is it now? No. Divide all the donors who stayed it might have been compromised. They could be credit monitoring costs. There could be legal costs that could be certain regulatory fines. So it’s it’s so example. New York, she’ll requires you to look at these vendor agreements and have certain terms in there. That’s just a smart thing to do. Third party vendor agreements are woefully one sided in favour of the vendors. They’re the ones drafting it on. And it just makes sense to review negotiate these agreements. We can certainly talk about you like five or six, uh, terms that should be in every vendor agreement you

[00:26:10.88] spk_4:
have. All right,

[00:26:11.21] spk_2:
You’re not gonna get to two. Ah, legalese on this. Are you mean I haven’t practiced? I haven’t practiced law since 1994 so

[00:26:19.35] spk_5:
I’m not

[00:26:20.09] spk_2:
gonna get technical for the non lawyer. The 99% of listeners who are not lawyers, right? Okay.

[00:27:12.94] spk_5:
You know, I can keep it. Very simple, just like. And I actually have a great checklist. I’m happy, you know, share with you, tony. People could reach out to me of things to keep in mind. But again, when you instill Ryan, you know, hopefully 98% of time, everything felt swimming. Well, it’s never an issue, but what they still wrong kind of pull out the contract. And again, these contracts very one sided, I joke because I mentioned before I used to work for a very large software company where I drafted a portion of their their client agreement. And then lately, I’ve had the opportunity to negotiate that agreement on behalf of clients. And I wind up rewriting the entire agreement and adding an extra 10 pages and and general counsel at this one company said, John. But you wrote the agreement, your last changing. But I’m on the other side of the deal. It’s a whole, uh, so it’s not just what’s in the agreement. That count

[00:27:20.67] spk_2:
doesn’t. That doesn’t make you That does not make you a hypocrite. People need to understand your allegiance at that time was different than your allegiance at the second time when you were rewriting the agreement that you were drafted in the first time. You’re not a hypocrite.

[00:27:29.68] spk_5:
No, no, no. We’ve fallen advocacy,

[00:27:31.74] spk_2:
advocacy. That’s what we call it. I have forgot that.

[00:27:34.82] spk_5:
Yeah, I’m advocating, but recognizing. I

[00:27:59.74] spk_2:
mean, you’re advocating. Okay. All right. Wait. So let me before you start taking these things off, just tell listeners eso if they would you want to reach you? If somebody wants to get this this checklist that you have He’s John J O N at Kerman and perlman dot com. And Perlman is p e r l m a n not like the, like, the gem or the stone. Whatever that. Whatever pearls are, it’s not like that. Okay, John, at prominent perlman dot com. Okay, you got 45 whenever five things, six. And

[00:30:18.68] spk_5:
get that quickly. Yeah, The 1st 1 is just the privacy of charity. You know, typically will be one of two sentences. We’ll take commercially reasonable practices, know in this day and age and with New York Shield when GDP are there apartments that they need to get a lot more meat on the bone in regard to how company will protect your information. So one of the elements you want to do is simply insert a lot of language that raises the bar again of what we spend it’s supposed to be doing and that they don’t do that. And there’s a breach. Now you have some kind of remedy, uh, to go back from limitation of liability. Every contact has it typically limits what a non topic can get. If there is any kind of loss or damage, anything goes wrong. So open just six months of these. Can’t you have to always negotiate that? They kind of data breach a date of event that we should be untapped direct at Mage is a but not profit is fully covered. The’s terms old Ausubel. I open get it, But you have to ask for it. You don’t ask for your not getting getting it. Uh, uh, rich notification really important. So if there’s a breach, I always put a section in that gets you both quick notification and get you all the credit monitoring and all the other costs. Regulatory fines cover. I’ve never had a better save. Noted that in the end it may take a few back and forth, you know, negotiations. Always a dance, but having a breach notification and uncovered cause it is essential to be two more transition service is when you want to leave the vendor. It’s very hard to leave fried when you’re working with somebody like relationship kind of know who who see the is added. That might broker but becomes very difficult. But transition service’s basically bond and surrender toe work with you for six months and with your new better of choice to make that transition seamless, very important to have that obligation in there. And finally, I would say, is, You know, during the court, in stage with when you’re working with a vendor, you get a whole types of promises. You’ll get lots of marking material. Here’s how the functionality hero features you got everything spray when you signed the contract, you’ll notice that almost there’s no mention just nowhere to be found. One of the biggest things I find my clients about difficulty with is where someone over promises and under delivers. How do you prove that it was not part of the contract? So all those kind of shining marking materials. All those handouts, all those things that give you. You have to attach that to the agreement reference, is it? So when I get things, don’t work out his plan. Now you can show why there’s a beach and what you can get out of the agreement. Very important.

[00:33:11.64] spk_1:
We need to take a break. Cougar Mountain Software. Their accounting product Denali, is built for non profits from the ground up. So you get an application that supports the way you work that has the features you need an exemplary support that understands the way you work. They have a free 60 day trial on the listener landing page at tony-dot-M.A.-slash-Pursuant. Now time for tony. Take two. Take another breath, doubling down on my advice from last week that you take some peaceful time. Um, whatever it is for you if it’s napping, if it’s walks. Um, I’m not thinking of exercise. Exercise is important, but I’m not thinking of runs right now or home workouts. I’m thinking of peaceful, relaxed, calm time putting your mind at ease. I’m talking like I’m tryingto get bring you down right now. I’m not. I’m just trying to give some ideas. This is not a meditation. That’s not a meditation minute. I did try meditation class. I loved it, Actually did something online with a woman who’s giving free meditation classes. Um, and for an hour, I was I was under hypnosis. Almost at almost. I was, uh, focused on breathing where the breath comes in, where I feel it very valuable. Eso maybe for you. It’s meditation, and I have never done that before. So that was unusual experience for me. But I loved it, and I hope to do some more with her. Whatever it is for you, you know you know what it is. Take it, Do it. Take the time for yourself. There’s a lot being asked of us that is unusual. And even if it’s more routine now than it was 456 weeks ago, it’s still stressful. We’re out of our routines, so be good to yourself. Self care, right self care. Take care of yourself. Do it each day. You deserve it. Please do it. That is tony. Take two Now back to data privacy practices.

[00:33:22.92] spk_2:
All right, if you were on both sides of this arguing because you said it’s a dance right so suppose you were on both sides. Which side would you? Which side would you give in and which side would win?

[00:34:09.68] spk_5:
You know, it’s funny, because I do represent, we have. We have clients that are often vendors. I think I’m very fair in Middle Road. I think, you know, given eight hours of myself come help with very for both sides. But you, tony, that’s a great example of Give you an answer. The limitation. Liability. I always think there should be reasonable carve outs. It shouldn’t be a car about unlimited liability again. It’s what offended would owe you. Something goes wrong. It shouldn’t be that anything goes wrong no matter what, Even if it’s not their fault, they should pay you. So, for example, a visit data peach. But they did everything they were supposed to do when they were so got hacked. That should not be uncapped. But I wait at my rivers, my clients, I I agree with that. But if they do something wrong and there’s a reach, their full, that’s beyond cat. What side of the Delamontagne? I’m always gonna push for both those.

[00:34:25.18] spk_2:
Okay. Okay. Eight hours with myself. I don’t know. I don’t know where I would go. I don’t want Oh, it’s not for public consumption, I’m sure. Um all right, so so is it. Is that what you say?

[00:34:36.09] spk_5:
I was thinking apocalypse. Now, that’s what happens when you have too much time on your

[00:34:44.04] spk_2:
OK. All right. Well, I was only r rated. All right, um, so it sounds like the difference. Maybe I’m getting too legalese now. It sounds like a different dream. Negligence, gross negligence and recklessness or something like that.

[00:35:21.99] spk_5:
Yeah, way. We’ll definitely end illegally. So I won’t go there. But those things are just sink. Since the name that contact get the most important thing for anybody listening is you need to have somebody review these agreements. Just don’t sign them. They’re always negotiable. Hopefully, you want somebody. And here is my biggest right. When I was at a black bond. Other companies that sometimes a lawyer who did not know understand technology, I wouldn’t really know what to ask, wouldn’t know had a mark up the agreement, make sure whoever you work with understands, right? They need to know what you’re getting. What the solution is to hopefully kind of protect your interests. So that would be like, he just have somebody who knows what they’re doing with you negotiating on your behalf.

[00:35:37.56] spk_2:
Okay. Cool. All right. Um, what else could we be looking at in this in this arena that can can protect us.

[00:37:17.21] spk_5:
Yeah. I’m gonna get you less than every non profit. If they don’t have, they should do immediately. That you have to think about updating. Are just checking in One is a plot privacy policy website. Privacy policies. Still a lot of non profit don’t have them if you have them. They’ve all from two drafted years ago. They have been updated. So the number of persons do is looking a privacy policy. Make sure it’s been updated. Last year, I would say it’s the transparency is the most important key. Do when you say it. Say what you do. Uh, in terms of the data you collect, you could almost almost do anything you want with it. If you’re transparent about it, you want to add you want oh, care with advertisers? Sure. You want to do you a cooperative? Fine. You want to even sell it? That’s often be possible. But you need to disclose that when somebody gives you the data, so having enough today, privacy policies really key if something goes wrong and people looking for privacy policy and you didn’t just close some of the ways you were sharing, and that’s where the data was lost to be a very big not only legal ramifications. Bobby CPR head. Andi even if we have a privacy policy and they need to be updated because things change all the time. What you were doing for years to the day, both in the back again in terms of how you’re analyzing in the front end has changed GDP. Ours would be an example in Europe shield. A lot of these things require certain statements in the privacy policy. Is your number one. Get a privacy policy. Make sure it’s updated. Make sure it’s accurate. Number two. You should also, in terms of use, terms of service that basically protects the organization, the views and don’t sweep it, then join your website. Very important, Uh, you know, what does that come from? Our what

[00:37:19.77] spk_2:
does that cover in terms of use in terms of service for website were just what does that cover what kind of

[00:37:24.71] spk_5:
anything anybody might do on the Web site in terms of making donations. When the rules, if you have a block, people post content. Or they can take your content, things that can and can’t do in the protection organization from a lot of different kind of legal planes. Just a kind of a standard document every non profit should

[00:37:40.00] spk_4:
have. Okay, Okay. Is that

[00:37:42.11] spk_2:
public to Is that on the website turned

[00:40:12.61] spk_5:
to use an exit privacy policy. Okay. Okay. Now a lot of charity navigator, uh, recommends that you actually have a separate donor profit privacy policy. Just why I read their privacy policy typically only covers when you collect online, they recommend to get the four stars that you have a separate donor privacy that speaks specifically to the information you collect from donors both offline and online. So some might want Consider whether it makes sense to have a separately for a daughter policy and a separate link for a privacy policy. Just like just why there, uh, we talk about bad nerves being an issue. So way kind of crossed that box. Look, pull out all your vendor agreements, see if you’re covered. It’s not when they come up for dual negotiate, I would say annually, no. Once a few years, you should do a privacy audit That’s more formal process where I typically even organization lots of different questions. All their different practices later the cyber security and privacy. And we see where the gaps are. But, you know, one thing I do is kind of a simple one is kind of member. The five W’s in the h. You’re kind of doing news. Recording the five question the six questions asked. They call the five W’s. What? Remember the what? Why, who, where, when and the how. So what is what data we’re collecting? A lot of organizations don’t understand all the data they’re collecting, so get a handle. What data is your collecting? Why, why? You clicked on the state of more many organizations like more David, I need more data. You have the work more risk. You have rights. Onley collected data you need who has access to the data again. People should only have access to the P I. I personally identifiable information you collect who need to have that access. More people have access. The more things that could go wrong. Where? Where’s a dork? Data store. It’s an offline. Are they locked in? Cabinets are there, you know, with vendors. Have it. Are there volunteers? You have access to it. So where is the data stored? When? When is the day to delete it? We’ll talk about that a couple minutes. But you should only keep dating for Florence. You needed and know lots of non profit clients get data for years and years. Even if somebody, for example, is and donated 10 years. The more data you key, the more risk of presidents a loss. And then how House of Data being protected, like in terms of all that, when the data’s being kept, How is it being protected? Really important question You kind of answer all those questions is initial step. You’ve already gone a lot further than a lot of organizations and and kind of being better stewards. That information you collect, uh,

[00:40:13.35] spk_2:
on the, um made 12th 7 dubbed 17 70 on the May 12th 2017 show, I had a guest on talking about cybersecurity insurance.

[00:40:27.61] spk_5:
Yeah,

[00:40:35.61] spk_2:
so now, so listeners could go back to that 5 12 17 show. You can get a lot more detail there because we spent the whole half hour talking just about insurance. But what? What are some key things you want to say about what cyber insurance could protect you against?

[00:42:00.94] spk_5:
You should definitely have a cybersecurity policy with two things. You should make sure your vendor has a cyber security policy. It should be large enough to protect you if something went wrong. So for these bigger vendors, that should be a minimum five million anywhere from 10 to 20 million. You should be named as what they call an additional assured on the benders policy. So you have a direct right and claim against their policy. Putting that aside you non toughest wanna have their own cyber security policy. Okay, they won’t have a policy that basically match the company’s risk that organizations risk that kind of work. They do. You need to make sure has the specific terms that that cover that organization. I’ll give you a great example. We have one plane, very large non profit. Had a head of non had a cyber security policy. They were paying over $100,000 a year for I read through it my joy is released. Things it didn’t apply to them. It was a sign of security policy for a service provider, not for a organization using service providers. So they had to get a new policy. Has something happened? They would have been covered. So I know people hate these policies along their involved, but somebody should read them before you sign them. Work with a good agent that have your attorney be the policy. But every organization listening should have their own cyber security policy a minimum of one million up to depends on the amount of data collecting, uh, you know, on an annual basis in the kind of transactions were doing.

[00:42:23.60] spk_2:
We all hate insurance, but you know, whether it’s auto or homeowners air, I got flood and wind, and but, you know, it’s peace of mind. So and all the you know, all the headlines we see. I mean, this stuff can apply to you as well. Like like we’re talking about. So, uh, you’re not You’re not. Yeah, you’re not. You’re not free because you’re not profit or you’re not, uh, safe.

[00:43:15.62] spk_5:
Yep. It’s all over. When There That you should have one is a data retention and destruction plan. And, you know, this goes back to some of the questions we’re talking about. A data audit you only want keep Davis, or as long as you need it and you want to make sure get rid of it the right way right away. That really destroys the data. So if you have your organization doesn’t have one. You really want a formal data retention destruction plan? By the way, if I didn’t mention it to your killer app requires you that have that a place. So again, you need to think about it. It’s a good practicing of New York shoulders, and if I every organization should have it. Also, business continuity plan. You know, this has come up a lot with Kobe. 19. You know, organization should have a plan in place when something China’s for profit happens, it would. You know, this pandemic was challenging forgiven organizations who had a plan. And I think now we’re over advising plans to take into account the sites of things. But you should have a planet. You know, one of your critical providers goes down. If there’s a data breach, who do you call? You know. How do you respond? New York Shield activity are required Response in a very short period of time. Tony, Order Gate to kind of mitigating organizational damage is the damage that can occur. You need to do the right things early on. So having that in place to support

[00:43:43.94] spk_2:
is this is this the same is a disaster recovery plan. Is that what

[00:43:47.66] spk_5:
you say? Yeah.

[00:43:48.11] spk_4:
Okay.

[00:44:07.99] spk_1:
Time for our last break. Turn to communications. They’re former journalists. So you get help getting your message through it is possible to be heard through the Corona virus cacophony. They know exactly what to do to make it happen. The turn hyphen two dot ceo we’ve got but loads more time for data Privacy practices.

[00:44:51.06] spk_2:
I had a whole show Are I have to show half an hour on disaster recovery plans. I don’t remember the date, but, um, the guest was dar d a r v vor ca v e v e r k a dar viveca choose from one of the non profit technology conference shows. So if you go toe tony-martignetti dot com when you’re looking for the 5 12 17 show on cyber insurance that when I did. I did get the date on that one. This? Ah, this one don’t have the date. But the guest was Dar v Barca on disaster recovery plans, including including sometimes that alternate locations. Even depending how bad the disaster is. You might need a backup location. Do you have that in place?

[00:44:59.89] spk_5:
Yeah, and usually that’s for the benders. Using someone hosting they should have that in place. But released are non profits. It’s more cola called when something bad happens. You know what the weather sex you take to mitigate into remedy.

[00:45:16.49] spk_4:
Okay. Okay. Um

[00:45:17.46] spk_5:
and then, tony, one other thing I’ll add is, you know, a lot of people in this goes to people working from home. It’s even more important. But a lot will use their own devices. Your own PC, sometimes accessing work stuff. You want to have what they called the wild, deep policy. Bring your own device to work one of the views. And, Jones, if you’re accessing information from your personal phone from your computer, what are you allowed to do when you What is it you shouldn’t do? A lot of this is just good training.

[00:45:53.59] spk_2:
Yeah, whether right. Whether even allowed to use your own device. But then there has to be a non profit provided advice and all right, what about? So this is you mentioned that? What about other? We have other data privacy concerns. I’m sure we do around, ah, distributed workforce. And, you know, I think they’re gonna be changes to do work life, and there may There may be a lot more remote employees going forward Then we’re accustomed to just two months ago. So what about this? Having a more distributed workforce and around data privacy?

[00:47:38.88] spk_5:
Yeah, exactly. I kind of when I think about over 19 have been speaking about There was a philosopher and physicist, Thomas Kuhn, and he had a term paradigm shift that, you know, once in a while once a couple 100 years is that is a paradigm shift that changed the way we think of the world. You know, Not Newton Newton’s right. What was a paradigm shift? Mechanics. The paradigm shift and you don’t usually know is a paradigm in ship until after it happens. Kind of like a recession. You can’t look back. I certainly think over 19 at least in the short term and made the lumber could be, you know, paradigm shift The way we’re approaching work when we approach our our lives outside of work has changed dramatically. And there’s challenges with that. Sure, only people working from home, uh, heightens the risk associated with with data breach and unauthorized access. I’ve talked to my colleagues that been studies. The amount of research that happened have gone up dramatically. I don’t know about you, tony, but literally every week I get emails from CBS Chase Bank Wal Mart over Me gift card. Tell me to click on a link. It looks like it’s CBs dot com, but look, the sub tomato. It’s nothing like that. Exactly. When people working from home, they’re not. They just can’t be a safe. So there are a lot of things digital kind of a 10 to Now that we have a remote workforce, Uh, like what? What’s that?

[00:47:39.46] spk_2:
Yeah, OK, I think we’re gonna go onto something else. Yeah, Like what?

[00:48:06.94] spk_5:
I don’t know. I can tell you. So you want to review if you have policies in place, review them. You don’t have policies in place. You need to kind of tell folks what’s expected of them when I’m working from home. Uh, need to communicate. You can’t over to communicate on these types of things. Training annual training would be helpful, but you’re a few of the things that could go wrong. Ah, lot of folks transfer, transfer organizational data to their email accounts and seventh and cells. A commercial email pound has a lot more protections in a personal email account. If they’re sending things from the from of the organization and downloading from emails, they should delete that email as soon as they get the day that they no longer need it. So don’t keep that in your emails that that could be hacked later on, uh, using personal cloud stores storage. Is that not all the same? Make sure the ones they’re using our secure physical document management. You know, we always think about digital data, but a lot of people bringing things from their office home and as a physical document, how is that being capped it when it’s all over leading houses being destroyed, it should be left in a car to be shredded. So let’s not. Let’s not forget about the security of physical documents, unsecured connections to employers if they’re not using BBN, that could be a problem. You need to make sure that people are accessing organizational information in a smart way.

[00:48:56.27] spk_4:
Yeah, that one.

[00:48:56.95] spk_2:
That that’s you. That’s where you have to look to your Internet service provider, right for the for the security that they’re providing on on your connection.

[00:49:42.97] spk_5:
Well, here’s the thing. That’s that’s about your home router. Personal public routers. Let’s talk about personal people have personal. Rather, you come into my home and you access trying to access my Internet. You need a 13 digit pass code. Most people don’t do that when they’re working from home. A lot of people keeping unsecured network. So would you recommend anybody work home should basically activate their round of firewall and, you know, and utilize malware on their computers and and make make everything password protected. So that’s a great example of you. Don’t people think I’m hold? Who’s gonna access my information? That could be easily hacked your home router?

[00:49:48.43] spk_2:
Yeah, okay. On our malware protection so that I mean, that’s something that the employees would have to subscribe to.

[00:49:55.27] spk_5:
Well, yeah. So we’re talking about non working shooters, right? Way are Yeah. You’re

[00:50:12.35] spk_2:
in your home? Yeah. I’m not writing home. I have next ride to where the company has got. The organization has to pay me to subscribe to, uh, malware bytes or something. One of the malware protection companies. Well, we’re in three Norton, 3 60 policies. Something like

[00:50:16.50] spk_5:
that. Yeah, well, working organization. But some of these things, like every router, comes to the ability to put put a password on it. So some of these things are just reminding employees and training them on best practices. Are you working from home here? Like the 10 tips you should be keeping in mind Remind them about from time to time. A lot of a lot of unauthorized access and data breaches. A large percentage could be avoided with just some kind of smart polluting practices.

[00:50:58.80] spk_2:
Okay. Okay. Yeah, there’s I think they’re gonna be a lot more people working from home. Ah, year from now than there were in 2019. Um, I mean, including on the employee side. I’ve heard from a few people that they like working from home. No. And there have been there. I just saw. I just saw study some research like yesterday or something, but were more productive when we’re working from home

[00:51:08.93] spk_5:
back. I

[00:51:45.12] spk_2:
don’t. Well, there’s a lot of reasons. Plus, it’s better for the environment. You save commuting costs, you save gas or public transit. We’re keeping people off the roads. It’s safer. Better for the environment. Yeah, there’s a lot of advantages. All right. Um, I’m you know, I’m a neo fighting all these things, but I know how to read. I can read and regurgitate. I’m like, I’m, like, a like a billboard that you put something on my forehead and then you can read it off my forehead. That Z that’s my role. Um, all right, so we got, like, another three minutes or so, Roughly. You want to leave us with? Yeah, I think you have some. Some resource is tools you can recommend.

[00:51:51.86] spk_5:
You know, I actually I have a lot of different checklists. You said you’re a billboard on a checklist maker s. So I have a variety demand check checklist related to both data data. Privacy on its GDP are policies which should be in there. Your privacy policy. What elements should be in there? No. People always ask me tony can you just give me privacy policy and, like, know who’s that? Privacy policy describes what you do. You know the worst thing that you take somebody else’s privacy policy from another wet side. A is copyright infringement, but it never fits where you’re doing. So I can give you a list, for example, elements that need to be every province in policy. But how you address those, for example, depends upon what your organization is doing with the data. How is it looking at in the back? It? How is this sharing what third party better is really working with? So a lot of my re sources are kind of best practices and tips. I’m happy. I know you get my email just before I’m strictly looking access. But what’s like? I’m happy to kind of, you know, give me some people toe, depending on their needs. Anything we talked about today, there’s a checklist for that.

[00:52:51.88] spk_2:
Uh, these aren’t on the check the silent on the Perlman website, though

[00:52:56.55] spk_5:
I don’t think we posted on the website. Typically, I like to hear what the client needs. Just before, I kind of threw out checklist because, you know, sometimes a lot of information to be overwhelming.

[00:53:14.11] spk_2:
Okay, so, John, at permanent perlman dot com. Um, all right, John. I mean, uh, is there anything you want, toe? I’ll give you a chance to close. And you want to close with?

[00:53:20.65] spk_5:
No, this is again. Thank you for the opportunity I started. I think our conversations saying that you know what I’ve seen? It’s not profits have really kind of lagged for profits and kind of, you know, taking some of these precautions. A lot of things you talk about are simply achieved. It takes a little time, little commitment, but taking some of these small steps, go a long way and come and you know you can never take it. You know, data breach on the north rise access off the table. But you can certainly kind of mitigate risks and be better stewards of the data you’re collecting on behalf of her donors. So I hope this was helpful again. And I love kind of counseling our clients on these types of information the sets of policies of because I know it puts them in better stead.

[00:54:46.34] spk_2:
Yeah. All right. John Janet Perlman and roman dot com. Thank you. very much for doing that, John. Thank you for sharing my pleasure. Next week. Maria Simple returns, plus a 20 NTC panel. If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers. Wegner-C.P.As dot com by Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen. Two dot ceo Creative producer

[00:55:27.10] spk_0:
is clear. Meyer off. I did the postproduction. Sam Liebowitz managed The extreme shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein of Brooklyn. You with Me next week for non profit radio big non profit ideas for the other 95% Go out and be great talking alternative radio 24 hours a day.