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Nonprofit Radio for March 4, 2016: Date Your Donors

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Jonah Halper: Date Your Donors

Jonah Halper is author of the new book “Date Your Donors.” He wants you to enjoy the full breadth of fundraising relationships. He’s founder and partner of Altruicity consulting and he’s with me for the hour.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with five grossing alvey a lie tous if i drew a breath to hear the words you missed today’s show date your donors jonah helper is author of the new book date your donors. He wants you to enjoy the full breath of fund-raising relationships he’s, founder and partner of altruicity consulting and he’s with me for the hour on tony’s take two, the non-profit technology conference and ntcdinosaur live are you in? We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com so glad to welcome jonah helper halper halper back to the studio has been a guest before his new book is date your donor’s he’s, a non-profit marketer and fundraiser with over ten years of experience specializing in new donorsearch acquisition and engaging gen x and wires he’s, founder and partner of altruicity consulting they’re at altruicity dot com the book is that get your donor’s dot com and he’s at jonah helper already chuckling. Yeah, welcome. Back to the studio. Welcome back to the show. I haven’t thrilled to be here. Thank you so much. Talk. Good to see you. Good to have you here. Um, congratulations on the book. Thank you. How did you get to the concept of dating and donors? So i started doing ah, training fund-raising training a couple of years ago. And i just found i started using a lot of dating analogies that was very natural on daz. They started tio go down that rabbit hole of discussing, you know, how fund-raising is is akin to relationships in courtship, in attraction and things along those lines. I started to think about about my career as a fundraiser, and i noticed that there were even even the people who, you know, classically trained in fund-raising and, you know, had the experience. Some fundraisers were unbelievable at the craft, you know, there’s some fundraisers who, you know, we’re okay. They’re mediocre, or they were just, you know, kind of putting in the time. And they’re doing the kind of the best breast practices of the business. But there was a clear line between those who were the born fundraisers or seemingly born. Fund-raising and those who weren’t and i started wonder why that wass and it wasn’t something you would able to see in a resume, it wasn’t something that was just, you know, you can look and see their track record and see why that was the case, it was experiential, like i would interact with these people, and there was there was kind of like an use of cool, like, it was just like you would be around them and you would be, you know, wanting to be around that would be attractive, and as that started to take shape, i started teo kind of more put, ah, structure around it to say, what is it that those type of people have that makes people want to be around them as a fundraiser or as just a human being? And, you know, one of the interesting kind of correlations i found was it was very someone of my high school experience, which is you weren’t you were you were not so cool in high school, i wish i was on the other side, but no, you know what it was is i went to a boarding school, all boys, tremendous. Amount of testosterone. And basically, you know, the need and the desire to be on the in crowd was the most important thing to make. Yeah, i spent so many waking hours just trying to figure out the chess moves that would take me to be in the inner circle. And what it did is it drove me further and further away. I became like the hanger on on. I thought i was i thought was a cool guy. I thought i had, you know, certain skills. I thought i you know, i was in a terrible ballplayer. Like the things that were important to high school boys. I was a terrible ballplayer. I i got my my varsity letter in announcing oh, as one step below cheerleaders. Annan varsity letter ship. So, i mean, i dealt with these things with a sense of humor and a nem barris ingley. A large number of times. It would more be people laughing at me then with me, right, which only, which only further perpetuates that downward spiral. Yeah, three guys, a joker reason he’s the jester. But he’s not, you know, it’s. Not even always laughing with them. Like i said. So all right, so i dealt with it. That was my athletic outlet was announcing right there and managing rights to carry soccer balls on and off the field. Make sure nobody was on the bus on time. So you’re announcing a managing in-kind of, understandably, why you kind of self selected into certain kind of career right now. I’m announcing right for myself. Exactly. I’m not shepherding a bunch of high school kids on a bus on then announcing touchdown, thie irony. The irony is i knew any i still know nothing about sports, right? I mean, i have trouble distinguishing football from baseball. Well, so have a great fundraiser is that you can talk intelligently on any subject for about two and a half minutes. Lord, help you. If they want to have a deeper dive in town. Well, two and half minutes they’ll be laughing that will be actually laughing at me. But i football is the one with the field goals, i think. Yes, yes. Your baseball has the three pointers. No, basketball is through your basketball to report. Okay, so so the irony was, you know that there’s somebody whispering what? What to announce? Almost exact my ear. Oh, that’s got a touchdown. Touchdown number fourteen that’s? Uh oh, yeah, here he is, steve berman, who was a friend of mine. I couldn’t remembers number, but that’s how i dealt with my awkwardness and snusz so? So where i’m going with this is is that i found there were certain kind of character traits of that of that high school kid who seem to be the center of attention. And then i found that things don’t really change from high school things like, yeah, i know i don’t i hope i’m in outlier and that in your theory, i’m an aberration. We’ll know what it does is it way kind of grow into a lot of the things that we are lacking in high school high school. You’re just naturally you’re trying to figure yourself out. There’s not necessarily that the confidence there, you know, there’s a discovery that’s going on there. So it’s not a natural thing for you kind of say, this is who i am, these with skills i bring that confidence that’s kind of grown over the years, but that what i’m alluding to when i’m i’m kind of referencing now is the fact that confidence and clarity whether whether it’s real or not on the high school level, right, that perceived confidence is something that people are attracted to the fact that you say i know who i am, i know what i stand for this is what, whether for good or for bad, this is who i am, people want to be around people who have that who have the kind of that confidence say this is what we stand for. This is what i’m excited about. This is where i’m headed, and i want you to join me and confidence and clarity or a couple of things that were going to talk about yes, because as you’re suggesting, those are traits of good fundraisers, those those outlier fundraisers that are at the at the high end? Yeah, absolutely. Okay, cool. Uh, what’s. So why don’t we go out a little early for a break right now? It seems like natural place and we come back, we will will dive into the details of date your donors stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month, tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Jonah helper, my guest, we’re talking about his new book date your donors. You want to start with authenticity and so this’s where i was not so authentic in high school, but i believe i’m much more authentic now, but sure, authenticity a great trait for fundraisers. Yeah, you know, it’s it’s interesting, because when you are in the business of raising money, you’re interacting with a lot of people who are high net worth who travel in certain circles, have a certain lifestyle, it’s easy to kind of pander to them and try to say, you know, i want to be on the inside so i can get money from them. That’s the kind of at the perspective especially young fundraiser has is how can i get into this? This network? And what i was when i mention before and when i think, applies when it comes to authenticity, is and also packaged in the non-profit, you know, jargon of mission envision, the idea is that you should know what your folks what you’re standing for there is a few of my jonah helper and working with a special needs charity, and this is my my job and my mandate and what i’m raising money for. I’m not jonah helper, mr country club. I’m not jonah helper, mr poker player, you know, hanging, hanging out with with these individuals, they may become friends and that’s fine, and they may become my network, but i’m coming to them not underneath the guise of being a buddy of being one of their friends, just being part of the network, but rather i’m coming through the through the lens of my mission, what i’m in the business of doing, where i’m headed with this, what i hope to accomplish with my mission and how these individuals can be a part of that experience. So in a way, authenticity is not me trying to fit into their world, maur them trying to fit into my world, and and that requires me not to be focused on myself, right? And i know what i am, what i stand for, but rather interact with them and then hopefully they see what who i am or what i stand for, that authenticity, what i’m really in the business of doing, and they’ll gravitate today. And they’re hopefully attracted to it, right? Not metoo them but them to me. So let’s, break this down because you’re talking about authenticity of the person and also authenticity of the organization cracked. All right, so let’s, start with the person. This is where we get to confidence, you know, you you want yeah, yeah, you just don’t want people to be molding themselves to what they think, the donor that they’re meeting that day or that our wants them to be right. But be true to yourself. Well, they’ll see right through that in there is if you’re the type of person who’s going to be mike mission creep like, you know, you know, i may be the business of doing this well, but you’re excited about that. Well, let me chase you down there about you know, about that that i know what i’m in the business of doing this is who i am, what i stand for that person’s a hedge fund, you know, man or woman, i am a fund-raising professional for this organization. That’s what i do know this is who i am and what i do if the if the stars align and they’re interested in what i’m doing, they’ll support it. If this is not of interest to them, it is not a priority for them. If it’s, you know, not meant to be it’s not meant to be, but the moment i start chasing people down there, then i’m effectively being that kind of aggressive door knocker to say, you know, give, give, give me, me, me, i i and that’s why i don’t want to be playing now, but what about when you get into situations like you’re meeting with a donor and we get into a political conversation or something religious? You know where your yours the stars are not aligned with theirs, you know, maybe you’re different political spectrum different into the political direction, then they are. How do we how do we stay authentic? So it’s? Interesting, because i’ll give a kind of ah kind of case in point, you know, there’s some people who use social media where there’s like a clear demarcation line between the personalizing, the professionalized we’ll have this is my missing my business account like this is my business facebook this is my organizational facebook presence on this is my personal place. Facebook president and never shall the twain you know me. Ah, that that is not my approach. My attitude is my my priorities, my belief system, you know, what’s important to me what i don’t think it’s important to me is as much ah factor in my relationship with these individuals than than anything else. The fact that may not agree with me politically, or the fact that may not agree with me what it is, then that’s that’s their prerogative. But at the same time, it’s nothing to do with the mission vision might cause i think mature people can make that clear separation between what is relevant, teo, the supporting whatever the good work that i’m doing other educational, humanitarian or are you know, whatever it is as and what jonah helper you know, does on his on his free time now, there’s importance of someone being trustworthy and having credibility and respect and you could ruin that by what’s going on in your personal life. So there is absolutely a certain amount of of measure that goes into what you’re doing. Discretion, yes, absolutely absolute discretion, but because people look and people see and if you want them, if you want them to give you their money and to trust you with their money to accomplish a certain good, if they think that you are not a trustworthy person because of the way you live or your reckless in some way or form, then that obviously is going to hurt you on the business side. But i think that things that are whether it’s politics or religion, you can agree, be respectful and you can agree to disagree, and i don’t think that will bilich deepti be a deal breaker. In fact, what i find is that when people know jonah helper father for jonah helper, you know his religious level or his political involvement that just shapes me as a person, and i find that the people who have become fast friends within become my donors are people who become friends and in a bigger way than just, you know, thank you for your check, and i’ll keep your loophole. You’re good how the good work is, you know, play out it’s, become more friends, i think a good example that is, when i had, you know, a couple of my last children i would get presents from some of my donors because it was clear that i wasn’t just fundraiser was shown a helper, of course, you know, help her father. Father, you know so that yes, there’s, of course, abounds there, okay? And i see that playing more now in our presidential election year i politics come up more in conversation that with donors, potential donors, when i’m with clients, then you know, then even just six, six or eight months ago, if you’re too highly spackled, like if you’re like, you know what i mean? Spy eyes like like mr clean jeans. There’s no there’s, no depth to you. Outside of your job, people are not going to find a way not going can connect with you, there’s not gonna be that human connection because your justice, you know, thomason ah, doing the work of your organization and you’re not a human being. So i think i think those other things that add flavor, not color and deep in the relationship, obviously again, with certain amount of discretion depends on how you live your life. But but i think that’s so important people realize who you are as a person and even not just as your you know, you mentioned social media, but just in conversation, you know, you don’t have to be the raging donald trump or bernie sanders fan. You could be respectful of the other person and say, you know, you know, o r, you know, maybe you don’t even need to in a conversation say what your aspirations are and who you hope will win just oh, you know, okay, yeah, he’s cool or hillary’s lullabies finite, you know, matt, i see points in her, and most people are not going to say who you stand, who do you want? You know, they’re not going to challenge that way and that’s another thing also is that when there is a conversation where you want this is that you have a position or you feel strongly about something, i think that if you’re open minded person or healthy person, those those conversations can be interesting without devolving into, you know, for violence. So i think i think that you could you could have those conversations and just by virtue of the business, you have those conversations because you could be at a country club, you can be on the golf. Course, and you’re not talking business for ninety percent of the time you’re talking family talking politics, you talking religion and time all the things that everyone talks about eso yet you have to be kind of present and in that experience and be really yeah, and you want to get beyond the small talk? Yeah, you make the point and get your donors, you know, we’re looking for common ground, so we start conversations often with the weather, right? Because everybody shares that, but, you know, if that goes on for more than, like, a minute and a half, i start to get antsy, right way got to get further than the weather and they know why you’re there like there’s, no qualms that the reason why you’re in their offices because they talk about the mission in vision of your organisation, what you hope to do and why you need their money. So it’s it’s not like you pulled the wool over the eyes, we’re talking, you know, baseball and the next thing you know, we’re talking money. They know why you’re there so it’s just a matter of of guests making the connection, finding the connection, whether it’s through friends, your common connections, whether it’s, tio shared interests, whatever case maybe, but they’re expecting the having a deeper conversation about what you’re doing, and they respect you for what you’re doing, you know, this is that was this is the business that you chose to be in your raising money for a worthy cause and making wonderful impact so there’s nothing to shy away from its not fund-raising is not a dirty word here a lot of these traits, but all of these traits or that you’re seeking in fundraisers, can’t be hyre ascertained from a from a resume, and you mention this in the book, too, that that, you know, it’s a personal business, you want to meet people before? I mean, obviously it’s going to be a personal interview, but but you don’t find resumes, a very valuable tool for recruitment, basically, what i’m saying, right? I think i think in general you’ll find word of mouth is always the strongest, you know is whether you’re looking for new business or whether you’re looking tto find their best people. Companies around the world have wonderful policies where there’s incentives if you refer people to the company and they get a job there for existing employees. There’s a reason for that? Because if you’re willing to put your reputation on the line to bring someone in who you think would be a good fit for the company, then that then that person has a better chance of being a good person as opposed to just another resume and an inbox so there’s absolutely value ah, stronger value and sitting in front of somebody and interacting with them on in a real way to be able to determine if they’ve kind of got the personality and and the kind of the gumption to do the work and do the fund-raising i needs to get done that you will never be able to get by just looking at a piece paper. How poised are they right? Right? I mean, you might think, well, you know, the interview is an artificial, um, environment and there’s high stress, you know, for the interviewee, but so is fund-raising mean, if you’re meeting a donor for the first time, that’s a bit of high stress, a potential donor for the first time, actually, if i could show a quick story that i think way don’t really care way stay in the abstract. I don’t know i love no, we love stories all right, so it’s interesting, you say that you know, it’s high stress experience interview process. When i got my first job, i met with i want to like a job fair, for it was for the jewish federation system, which is like the united way for the jewish community, and it was a national it was the national umbrella organization that hosted this job fair, and there must have been twenty different cities represented the had their own local jewish federation, and i went to this Job fair is super green 20 year old kid, i did not even know what i was applying for. I was like, i want to help the jewish community that’s all i knew, i didn’t know fund-raising know anything on i start interviewing for all these jobs called campaign associate? I thought political campaign no, no campaign means fund-raising so i didn’t know that when i was interviewing, but i’m all the interviews that i had, there were what you’ve described grilling me, you know? What would you do in this scenario? And then you’re at an event and this happens, you know, a lot of that kind of stuff, and as someone who is new, ah, that was jarring. I didn’t. I didn’t know even what to proud of process that what the right answer was this is the wrong answer. There was one organization there representing one federation there from baltimore, maryland, with who ended up becoming my first boss kind of ruin the punch line there, but he didn’t ask me any questions about fund-raising or non-profit what would you do in a difficult situation? Not none of it. It was what books do you like to read? You like wwf wrestling or is a lot now. It was all of this random stuff, and i sat with him for forty five minutes and we just, like, talked and at the end of the forty five minutes there’s, like, all right, we’re done, and i was totally confused because especially in context of all the other interviews that i just had, this one was like like he was like, wasting my time. Yeah, i got to call backs. He was one of them and i ultimately went to baltimore ended up starting my career in baltimore for three years there, and i finally mustered the courage to ask him, obviously, once i have the job because i want to, you know, scare amount of hiring me, i said, you know what? Why did you hire me? He said, you have a nice smile, you carry a good conversation, the rest you’re going to learn on the job, and that was very powerful because that was him sitting across from a and saying, is he a nice guy? Does even nice smile? Is he? Is he great interact with? Because that part is harder to teach the art and that’s the part that you master that from high school is a part that i like god it’s trial by fire? Exactly. I got that out of high school, but that was something that was a lesson that i’ve taken with me since then to know that you were a you hire the right person not to fill a position where a lot of the other ones were, they were looking to federals phil position, and they’re trying to determine my skills if i was good for that position, but rather, he said. Here’s a guy who i think has potential, i’m going to hire him, and i’ll obviously augment the position to be right for him and b he was looking at me for my potential here’s somebody on dh what i was able to present on the emotional and the human side, the science of how to go out there and raise money. I had no doubts. The twenty year old kid you could learn. What? Do you like it? Yeah. Outstanding. So so you had clarity. You were you were clear about who you were. You exuded confidence, no doubt and and and led to the hyre. Yeah. Okay. All right. What are the traits? What else do you like to see in individual fundraisers before we get to the this clarity of organization around mission and things like that? What else do you like to see in a fundraiser? So, obviously, you know, one of the one of the most important ones is, you know, and they often they they even say it on resumes on a job. But descriptions is, you know, self starter. But i want to dive a little deeper in that idea of being that. Kind of entrepreneurial person to get out there and create new relationships, because when you are an entrepreneur, whether you work for a big company organization where you are on your own, a fundraiser is somebody who has to build their own network. If you’ll come into a new city or a new organization, you’re not necessarily hopefully you’re not just picking up the dozen are one hundred donors that already giving you’re going out there and raising new money, and that requires you to be a self starter to say okay, where are these people who would be interested in supporting this cause? How do i get introduced to these individuals? How doe i interacted them? How do i stay in touch with them? And all those kind of skills require you not sitting on your couch. Ng ng bon bon. Sorry. If that’s your approach, then it’s not gonna work if you want to be sitting behind a desk it’s not going to work. You have to be somebody who enjoys the thrill of going out there and and making those contacts. So that’s that’s one of them, you know, main things that i that i look for. Somebody who has that kind of drive to kind of get out there and make it happen as if you’re building your business because you aren’t your house, you’re building your network, your own proverbial roll independent for your business, it’s for the good of the mission. Exactly. Okay, all right. So let’s go to the organization side being being clear and confident on the organization side because we want to be successful in our dating relationship with our donors. You want teo clear, clear statement of mission. Somebody like you. Like, eight word mission even right? So that’s a lot. A lot of you know, the consultants who will help the organisation shape their mission. It has to be concise. It has to be super concise. You know what you could share with somebody on one floor trip up in the elevator? I it’s really what? Who are you? What? What? What’s the organization. And if your job is to tow and malaria deaths done, we’re in the business of ending larry desk. You’re not waxing poetic about how you’re going to do it and buy what deadline you just want to be able to say? Mission is what? You’re in the business of doing so, you should be able to clearly say, and like you said, you know, eight words or, you know, one sentence, this is what we’re in the business of doing. The only thing you might claire, qualify it with maybe his location like right ending malaria deaths, west africa, right? Right. That’s tied to your containers? Yes, exactly. If you if you are central africa and that’s your job and that obviously is in their mission statement. Absolutely. But again, it’s not going on about, you know your values and the vision for this it’s just clearly what you’re in the business of doing. What cycle? A sip of water. Because it looks like your first thing. Andi, i will suggest that we talked about so the mission you have some examples of missions in in the book. Remember buy-in charity water is very brief form. So i’m obviously a big fan of charity water. They bring clean water to basically to the people in africa and, well, it’s interesting. They limited to africa. It it’s a whole nother conversation about the scope of their vision. Ah, but they do of many, many different. Villages in central africa. I’m in some other areas as well, but basically they are fund-raising organization and the fund water projects on the ground, so they don’t actually drill themselves. They have organizations on the ground doing the drilling, but they are a fund-raising organization that funds those those well projects, and they’re one of the organization has a very concise mission statement. Yeah, a lot of them dio i’m trying to think it was you referred to certain certain one in particular, you know, just that was one example, right? You cite some in the book, so people have to buy the book way. Can give the whole book about paige, expect there’s only non-profit radio. This is not proper radio. Should expect you should have high expected. Yes, but we can’t bring you all two hundred rich pages. Yes. Date. I would have come with a list of the mission statements prepared. Dahna. Okay, um, after mission, we’re moving to our vision. Yes. Now we’re getting a little more detail. Yes. So so. And when you talk about vision, obviously i’m doing it through the context of dating and relationships. You know, vision is where you’re headed. So when i talk about dating when you’re dating for a purpose, right, you’re looking to find somebody who can spend, you know, whether it’s rest of your life with our meaningful part of your life. The idea is to find somebody who wants similar things is you, you know, using the dating analogy, do they want to have children? Do they want to live in the city or the suburbs? Do they want to be, you know, primary breadwinner, both, you know, both working whatever the case may be, but these are important conversations you have when you’re dating someone seriously. Where we headed together is unit because if you’re not on the same page of one wants children and it’s important to him, and the other one doesn’t want children that’s probably a deal breaker, so so, you know, the correlation to fund-raising is that i discovered that in my first marriage oh, there you are, bring i could bring some case study in on the way outside our competition today, vice to se eso eso eso when i was so when you’re when you’re doing the fund-raising business being the fund-raising business and you’re and you’re looking to get someone to support your cause, you’re not supporting your cause for what they are. It is now right? You’re not. We’re break. We bring clean drinking water to central africa. That’s not the case. That’s gonna get someone open their wallet, what’s going to get them to open the wall is this is where we are now, but this is where we’re headed, and if they buy into the idea of where you’re headed, then they’re going to support you. So if they like, if they see that vision of your organization is the white picket fence with the dog and the tire swing, then they will support you. They’re not here to fill holes or to cover your gaps in your budget. They want to know that you are a viable organization and you have some great things in mind, and you’re headed in their group great direction. So that’s, what i talked about vision and through the dating perspective is the idea that you’re selling somebody on where you’re headed, okay, where this relationship with right shows that it is going to go okay, i hang out because i have to talk a little about pursuing through sponsors our show and you and i’ll catch up in a minute or two pursuant you’ve heard me talk about one of their cloudgood aced tools, velocity made specifically for gift officers to keep the gift officers on task. Now i recognize the gift officer might be you. You might be the ceo, and you’re the director of development. All the more reason i think, that you need to check out pursuant and their tool velocity and all the more reason that you need technology to be helping you in your day to day because you’re wearing so many hats. So whether your gift officer in a large organization that’s got a half a dozen or more or your ah solo shop or somewhere in between, you know, you have to be using technology smartly, and velocity is one of those tools that can help you. It was originally developed for pursuant consultants to help their fund-raising clients, that’s another thing that pursuing does is fund-raising counsel, and it was originally developed as an internal tool for those pursuing consultants. They realized its value, and so they’ve made it available. You can get the tool without the consultant, you don’t have to have the fund-raising consultant you can use the tool that they’re using and get that value so you know, it’s got the analytics is the metrics, and it keeps you on task in you’re fund-raising so you know, if you need to raise more money, velocity can help you do it and there’s all the info about velocity at pursuing dot com now it’s time for tony’s take two the non-profit technology conference is this month coming up march twenty third through twenty fifth in san jose, california. I hope this is not news to you. You’ve heard me talk about it before i hope you’re going to be there or if you can’t be there subscribe subscribed to ntc live, which is the live audio stream that yours truly will be hosting for them. This is an excellent conference, it’s my third on tc getting interviews for non-profit radio third time i’ve been there, it’s, just a bunch of smart people that can help you use technology mohr effectively in your day to day pursuant is going to be there, they’re going to be right near me. I’m going to be on stage hosting this ntcdinosaur stream pursuit will be there, and you could check them out there, too. Um, it’s, all at ntcdinosaur, sorry, and ten and ten dot or ge, and also have info at tony martignetti dot com. And both places will have the the schedule of people that’ll be interviewing. And, again, those interviews going to be on anti seelye, ve the stream. And then also, of course, they’ll be on non-profit radio in the coming months. Okay. Jonah helper. Thank you for your indulgence, sir. Hey, you do you freely with ntcdinosaur provoc technology? I actually attended. Not last year, the year before that. And it was amazing. There was. Yes, it was. I had a first. All they had, like, big band on stage. You’re talking about twenty fourteen. It might have been twenty. Forty, right? Yeah. I had a fantastic time. It was. And it was in california. It was in san francisco that year. I loved it. I mean, they were great. The organizer’s there were fantastic. Yeah. Okay, i think i was twenty thirteen. I was a twenty. Fourteen. Was my first one there in washington, d c okay, so they alternate east, mid and west sametz been so close to twenty three years ago. Yeah. It’s a it’s. A lot of smart people. They had a big band on stage. It was. I mean, it was heaven enchantment, and i was like, well, i wasn’t expecting that. Andi conference in general gave me that kind of flavor. It was with the sessions or great, the people in the hallways, you know, i always love the hallways, the hallways of the best. Because when you you always meet the best people in the hallways, sessions are good because you can hear the training and they’re in their and the great sessions, but there’s, nothing better than being able to just bump into somebody and find out they’re doing amazing work, and it could be a small church in virginia, and they’re doing phenomenal things that you could apply to your organisation in some, you know, specific instance, i love that, yeah, that kind of randomness on dh and the ntc, the non-profit technology conference did that for me. We were talking about your organization and and its mission and vision statements, and you also want, you know, you want organization to be clear about who their primary customers are and not two morph into something that you really don’t belong doing or being with or, you know, again being true to yourself being say more about that. Yeah, so so, you know, let me get a good story that i heard from my friend nancy lublin, who is the founder of dress for success and was then chief old person of do something dot orgryte, which is teen engagement, so the fact that she was, you know, not a team made her the old productions on crisis text long yeah, yeah, yeah, of course. Just treyz his text leinheiser heard one she started well, shouldn’t start, do something. Yeah, but she might as well have started because where i’m going with that story on dh, everything she touches turns to gold and that’s, not luck. I mean, it’s, she is a a tour de force. I mean, she is unbelievable. But the story that she she shared with me was that when she came to do something that or go it was a centers, it was a brick and mortar centers around the u s where teens would could get involved. And there it was founded by melrose place actor shoe. And it was andrew shoe. His name was okay. And it was it was a floundering organization. They were having a major major problems, and they were presented when she came aboard with an opportunity for i don’t know where the dollar amount was my been two hundred fifty, three hundred thousand dollars from a company that that said build a teen center near our call center. Like near, you know our operations and, you know, we’d love to have a teen center over there. And nancy, as the new ceo of the organization of duitz of do something that orc sa declined the money and an organization that is starving for cash. Yeah, so it seems to be like, you know, like, what are you doing? You know, your new new new kid on the block here on dh you’re turning down this money, and when she brought her into the offices or, you know, in in our offices, she they sat down with the leadership in legends like, how how badly do you want this job? All right, you know, you’re seemed to be kind of walking your way out of it, and she said, you know, you need to trust may because this is not the future of do something that i do something right, forget the dot org’s it’s not future of do something to have all these brick and mortar, you know, places for students to kids to come together, it needs to be online and she after that point shut down all the physical locations, took the whole thing online, rebranded to do something as do something dot org’s and and is now getting forget the corporate dollars that she turned away the two hundred thousand tens and tens of millions of dollars they get and primarily comes from from companies, so arrow pasta will partner with them for teens, for genes. They found that homeless teenagers the number one thing that they wanted were a pair of jeans. Why? Because i don’t have to be washed every day and its owner’s homeless, he doesn’t have access to clean clothes, a pair of jeans are cool enough, you know, generic and cool enough that you could wear and where without having to clean them every day. And that was something that homeless teenagers wanted, and they partnered with aeropostale for kids who had no better privilege to donate their genes threw in the store, it created a tremendous amount of foot traffic into air apostle, and that was vowed valuable to them, the co-branding was strong, and it turned out to be a wonderful partnership, and they’ve just replicated that that kind of model of companies adopting programs, supporting their their their operations, they have done tremendous amount, because so your point they were focused. On the mission of, of serving young adults who want to volunteer, and it was not going to be a brick and mortar place. It was going to be online. And because she was paying attention to that and not the dollar, she was able to take this organization which was floundering, and make it the powerhouse that it is today. And that she’s now entrusted in the hands of the other time the chief operating officer, aria finger she’s, now the ceo of do something that oregon are on ours, but on non-profit radio toy. So there you go as ceo and as ceo. And then and then they spun that off because, yes, okay, i said yes, because our online they’re able to serve millions and millions of teens like five million’s i mean, they have, and they have this big treasure trove of data. Yes, about teen engagement and know how to engage them in issues. I think they’re think their sweet spot is like sixteen to twenty five or so. And then beyond twenty five, they used your primary money is coming from companies. Big data or data is so important. So because that’s the case then, like, you know, think that something that you mentioned earlier about how nancy level went onto crisis text line that was born out of the fact that they were getting texts, emergency tests, texts of young adults who are suicidal, we’re getting abused or things along those lines and and as an organization as there to help people, what do you do with that? They weren’t equipped, they were equipped, and then they found the typical the standard nine nine eleven was not going to be able to handle us, especially for the digital age where people are going on their cell phone and they’re more comfortable hiding in the bathroom on their cell phone and texting somebody on emergency. They needed to do something so and that kind of stuff has outgrown has grown out of do something dot or ge and that’s? Why, you know, have crisis tax line? So it is there’s so many wonderful examples that you can see where, especially in their story, where they straight stay true to their mission, and if it wasn’t and if and if and if emergency texting was not right for do something dot or ge, they didn’t. Just like expand the mission to fit under, do something out or they made it crisis that’s now a new organization, nancy’s now the head of that. And that was a new thing. It wasn’t like mission creep, and now we’re doing, you know, we’re solving another problem. They started a new organization with all focus on your primary custom. Absolutely cool. All right, after we’ve started this relationship, we need to keep it going. And you call this i don’t have a name a chapter with somewhere you say from lust toe love. Well, so the analogy, the relationships go ahead. You’re so so we all know this and in our in our our own relationships, you know, boyfriend, girlfriend, whatever it is at the early, early part of the relationship, this tremendous amount of lust, right there is the attraction it’s, new it’s, fresh it’s, exciting and that’s so important because that is going to be, you know, the chemistry needs to be there that’s vital to the success of meeting new people and starting to develop a relationship with them. But it needs to mature, right and there’s if the relationship is only on that’s the part i missed in high school. Yeah, the maturity and the whole thing is stirring up a lot, so i had a lot of lost, but okay, you know what to do with it all i’m in the same boat, my friend. S o so yes, so? So that has to mature. So, yeah, if you get somebody to become a donor of your organization, right, they may be enamored and they might be a beautiful organization. You could be a charity water you could be, you know, do something that or go any of these clauses that are gorgeous. I mean, they they look gorgeous, their offices a gorgeous they just have got that locked down, but it needs to mature and it was the relationship with them needs to be more than just face value is not just i’m excited to be part of this, you know, sexy organization. It needs to mature to say, look, i’m a partner. I’m somebody who’s not just early part of the job. I’m a partner. I’m in this for the long haul. I want to help them grow whether it’s capital improvements, whether it’s ah, you know the infrastructure what, whether it’s special projects, whatever the case may be, i want to see this organization grow from where it is now and where it’s headed. And that means that the relationship needs to mature where they have a greater stake in the game. And that means lino much like in our own personal relationships, where we might do certain milestone things, like move in together. There needs to be that kind of advancement, that kind of moves management and to use, you know, fund-raising jargon to take that relationship from one that’s courtship and maybe a first gift to now increase that support over time. Part of this is a plan. So when you have, we need to be more structured. Maybe then are in on our dating side and our our relationship side. But we need stewardship plan, basically what belongs in our stewardship. So i like to talk a lot about new donorsearch accusation because, you know, you mentioned if you have something as a donor and you want to keep one of the chapters is called, keep the fire alive. Right? So that you want to put some good practices in place. You know, i talk about there in the in charge of keeping the fire alive and howto kind of moves that move that relationship along, that you should treat someone like an investor or treat them like family right now. Or and and and and while it may sound like that’s ah, daikon that’s outside the investor way investors or relationships, right? Are you treating me like, like, a business transaction? Or so the nice thing is that it’s not mutually exclusive because what happens is in your relationships there are absolutely expectations if you if we decide tony, you and i decided we’re going to move in together, right? What? We have a wonderful relationship. We love each other. We have a wonderful relationship we want we’re going to move in now, and we’re gonna have to take it to that one quote next-gen metoo do this by the way, if you’re my wife. Well, my by floods in indianapolis, so nobody listens to this show so you don’t worry about it. Word getting out exactly right. Good. We could talk after, okay. So so if if we want to take that to the next level, is there anything truly different about our relation with each? Other do we love each other anymore? The moment that we are now in the same apartment? No, right? There’s, no inherent change that happens between the way you feel about me and i feel about, you know, the decision that we’ve decided move it. What we have done is we’ve increased expectations on each other that there’s a certain kind of shared life, now that we have that’s more than we had before, because we’ve said that this is a priority deepened our commitment, deepen our commitment. So now, now that we’ve deep in our commitment, i am now have a certain level of responsibility to you, right? You have there’s a certain level of investment that i’ve now made right than i know how to manage that’s, like just know if i move in with you and i lived like a single person, right? I don’t care about your feelings. I know it was anything of the week before when we weren’t living together. It was any behaving the same way, right? But now that we live together, i have a new set of standards that i have tto abide by and it’s me and it’s mutual, right? You have expectations to army. I have expectations on you and that’s. Not a bad thing. It’s a it’s. A healthy thing. But what happens is i need to meet those expectations. So if i wanted if if you’ve given me something, if you give me money a cz a fun as ah someone who’s going to give money a donor and i take that money. The relationship starts that right, it’s not thank you for your gift. I’ll speak to you next year. It’s. Now that i’ve taken your ten thousand dollars, i have a responsibility to you to make sure that you know how your money is being spent. Oh, so this gets to our city. Our stewardship plan eso starts appointed stewardship plan is that when i get to give, when i when i get money from a donor it’s, not just another box to check off and say okay, i got this gift. I got to go get another fifteen or twenty other gifts. Tto meet meet mike. Now, how are we going to try this house? So how do you really take this? And deep deep in that relationship so there’s everything from leadership roles. There’s these opportunities when it comes to getting them to open up their own home in their own network a lot times people think that if you ask somebody to do think favors for you favors going, quote, like open their home for a parley meeting or to give your cause that’s burning equity that deepens relation, because giving to you so finding ways to cement leadership positions for them to spend more time in your offices. And when i mentioned treating like investors and treat them like family, why should they only have a relationship with you? Right? You are representing an organization, there’s. Some other wonderful people in the office is it’s. Some of the best donors and leaders i know come into the organization and they say hello to everybody from the person at the front desk to the person in the mail room. They know everybody because this is their family now. So those types of opportunities airways to kind of systemized that are important you could see in the book the whole bunch of suggestions for that. All right, we’re gonna go further. We gotta take a break. But don’t go a little more into this idea, that asking people, asking donors and volunteers to doom or is not burning them out. It’s. Deepening the relationship and not doing that could burn them out. They’ll stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philanthropy, tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams and a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Asking people to do more. Yes, whether they are donors or board members, this is not typically does not lead to burn out. What leads to burnout is give me your your annual gift. And now give me your annual gift a year later and a year later and there’s no substance beyond you’re giving, right, right. So the so let’s talk about i want to take a cold pill that back a little bit because i think a lot of the fear of asking people to do more comes some of the fear of asking in general, especially asking for money, you know, fund-raising is not a dirty word, and i know so many professionals and leaders in the business of consultants talk about how it’s not a dirty word, but i kind of tied into the relationship side of things in the sense that when you’re asking for money from somebody, if it’s devoid, if it’s void of a relationship, right, if we’re just asking and you’re dialing for dollars it’s, it’s, it’s taking the relationship out of it and it’s just making us and no one enjoys all transactions for that. And no one loves that. No. One likes to do that that’s. Terrible when there’s a real relationship in that leads to money. It’s, beautiful, and obviously, you can hear the correlation between like sex and relationships. If it’s just mechanical and there’s no relationship behind it, it may be fun. You may get the gift let’s, not underestimate. Great. But but my point is, this is probably not going to be a sustainable long term strategy. You’re not going to get somebody that may give you one time, but it’s not going to be a capacity gift, they could probably give you a lot more than what they’re giving you and your and it’s not like there’s any relationship behind it. So if you’re if you’re going to go after those easy shots like that, then you might get lucky. All right, you know that, but but in the end of the day, if you if you develop a real relationship than the asking for money, is the exact opposite of a negative experience is the most powerful, empowering, beautiful next step in that relationship that makes people go? Yes, i’m i’m in this i’m in this relationship, i’m in it for the long haul. So it’s it’s kind of it’s it’s kind of that double edge sword where fund-raising could either be a terrible, terrible experience transaction transaction, a wallet with legs, right? You know it’s the sex appeal of just the fact that they have money versus somebody who’s, a partner partner in the cause and he’s excited about the vision and wants to see the succeed and right on dh just wants to do more than just give exactly. You’re not going to know that until you start asking, even if it’s just give it’s done in the context of i am partnering with you and the way i’m doing, doing my share is by giving you money because if you’re going to be on the ground drilling wells or curing our ending malaria deaths or, you know, providing needs for special needs children, i’m not as a donor, i may not be the expert on how to do that, but i know if i give you money and i trust the experts, it will get done and that’s fine, they built, they’ll become a partner in dollar and that’s fine, but it’s not a transaction, it’s more than that because they are bought into the vision of the organization, all right, on a part of getting people to buy in and having them feel insiders is sharing the occasional downside failure. Yes, i’ve seen i’ve seen the good, bad and the ugly on this i’ve seen organizations that are afraid to share information with their donors on day worrying about it, it’ll burn relationship, and those tend to be the relationships that were never strong to begin with. But the there are wonderful examples of how failure or, you know, where something did not work, and it may not be, you know, gross of, you know, abuse or are you no mistrust think some things just don’t work and, you know, you put your your organization on the line, you try big things, and it doesn’t pan out it’s a wonderful opportunity to deepen the relationships. Okay, i’ll give you ah, a quick story example. I was in scott harrison who’s, a ceo and founder of charity water in his office, and he was telling me about early on and charity water before it was like, the very sexy, very sexy that’s what it is today hey told me early early on, he had a couple people on staff on payroll. They were doing their first projects, and they were going to go by that it belly up. They did not have the funds for payroll. They they were really desperate, and scott told me that he sent out a number of, like, blow you. Know emails to people who are in his periphery, you know, just to these donors and basically say, like, i need help, i need help, we’re in trouble, we’re doing great work, it wasn’t just like, you know, bail us out was like, we’re doing amazing work, but we’re in trouble. And one individual guy named michael birch, who was the who’s, a tech entrepreneur, he was the founder of bebo, which is a british base like social network from the nineties, like i bought by, i think, a well for eight hundred million dollars and he’s done not numerous projects that also brought in a lot of money, but here was a guy, michael birch, and he responded to scott and said, i’m happy to meet next time i’m in the new york area, i think he was in san francisco, and he meets with with scott and scott in-kind of bears, a soul tells, tells him everything going on and, you know, they’re doing great work, but it’s just not catching on. They’re breaking their teeth and it’s just not happening, and michael birch gives him some recommendations, gives him some advice, and then he says, i’ll see what i can do, you know, as faras giving you a little help, so he goes home. I don’t know how many days it was, you know, whatever was in the story that scott told me, but scott told me that he was sleeping in bed and his phone went off. I know texts or phone call, but was from michael birch and say, he said, i sent you some money. I’m wiring it to your account. I hope it helps, and skye trembling opens up his bank account and there’s a one million dollar gift that was sent from michael birch to charity water. And that was that trust that michael had, and he was really kind of like the one of the first major donors that they had that kind of went all in on them. He was somebody after hearing the troubles and tribulations, but was bought into scott harrison, who is, you know, the personality on the mission that he stands behind and said, this is something i want to support, and they turn that negative into tremendous partnership into this day michael and his wife are huge supporters of charity water. Everybody is not perfect in ceo land. You talk a little about flawed characters. Yeah, because because with natural, you know, things don’t always go perfectly. We might even make mistakes. I mean that that was not a mistake, that scott sure that’s got made, but but things don’t always go perfectly, and we know that from our personal relationship characters in history succeed. Yeah, i mean, so we all know this from our own personalized ships, you know, sometimes you date somebody, it doesn’t work out, and it goes down in flames, sometimes amicable, sometimes it’s definitely not their, you know, whatever it is, whether it’s dating marriage were human rights. It’s the human condition s o in the nonprofit world it’s true as well, we don’t have, you know, perfect relationships. And there are times where you butt heads with a person that you’re involved with a lay leader of volunteering your organization, and you might no longer be the right person to have that relation with them might be somebody else. It might be something that you can work with them and see through tio, but the communication and like any relationship and i talk about in the book about commune importance of communication you can either work through it or if it’s, you’re not the right person to either find somebody else. If they are bought into the cause, if it’s the cause they care about, they might be ableto be kind of handed off to somebody else and if its destructive, which sometimes, you know, a fraction of the small fraction of the relations are and it’s not in the best interest of the organization, for them to be aligned with his lay leader don’t even if they give a lot of money and it could hurt the organization, you gotta cut your losses and pull out so there’s absolutely ah, whole spectrum on relationships and how you handle them depending on what’s the best interest of the organization. We’re gonna leave it there. The book is date your donors did your donor dot com and you’ll find jonah he’s at jonah helper. Thank you so much. Thank you so much. Congratulations again on the book. Oh, thank you for having me next week. I don’t know because about five weeks from today, when we’re in the studio but you know it’s going to be excellent. Have i let you down? Ever has non-profit lady radio let you down? If you missed any part of today’s show, i admonish you, find it on tony martignetti dot com. I’m still not sure about the singing this year, so i’m still i’m still thinking about that. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuing dot com. Our creative producer is claire miree off. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by dina russell on our music is by scots died. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder pregnant mark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 19, 2015: Smart Donor Engagement & The Right Database

Big Nonprofit Ideas for the Other 95%

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Rich DietzSmart Donor Engagement

Compare what you’re doing with takeaways from Abila‘s study of how donors want to be engaged and how nonprofits engage them. Some methods are on target; others miss. Rich Dietz is Abila’s director of fundraising strategy.

 

 

Michelle ChaplinThe Right Database

What are the steps to select the right database for your organization? Michelle Chaplin is senior manager of online fundraising at PBS. We talked at NTC, the Nonprofit Technology Conference hosted by NTEN, the Nonprofit Technology Network.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, we have a grand to affiliate. Welcome katie artie ninety five point seven fm davis, california while non-profit radio was on the road past two and a half weeks, i stopped by davis. I’m a program director. Jeff executive director autumn i toured the studio and i thank you very much for hosting me. Jeff in autumn and this is the california announcement that i’ve been teasing you about, and there will be another california affiliate coming but for today. Welcome, katie. Artie davis so very glad you’re with us, our newest affiliate. Oh, i’m glad you’re with me. I’d bear the pain of encephalomyelitis ridiculous if i had to think about the mere idea of you missing today’s show smart donorsearch gauge mint compare what you’re doing with takeaways from a bill, a study of how donors want to be engaged and how non-profits actually engaged them. Some methods are on target. Others miss rich dietz isabella’s, director of fund-raising strategy also the right database. What are the steps to select the right database for your organization michelle chaplain is senior manager of online fund-raising at pbs, we talked at ntcdinosaur non-profit technology conference, hosted by intend the non-profit technology network on tony’s take two, a tribute to rochelle shoretz responsive by opportunity collaboration, that working meeting that unconference on poverty reduction that will ruin you for every other conference. I’m very glad to welcome rich dietz he’s, director of fund-raising strategy at abila he began his non-profit career as director of a youth mentoring program in college. For twenty years, he’s been working in and with a wide variety of non-profit political and government organizations, as well as tech companies, focused on the nonprofit sector. The company is at abila dot com, and he is at rich deets on twitter. Rich, welcome to the show. Thanks a lot, tony. Glad to hear you’re. I’m very glad that you are. Where you calling from college? You’re in austin. All right. Austin is awesome. We just had and to see their non-profit technology conference where you were you there? I was definitely there. It was right in our backyard and actually found it harder to go to the conference when it was in my own backyard than when traveling, decide to drive in every day in austin traffic with us a month. I’m so yeah, i’m sorry. We didn’t meet there, though, but i met a bilich there, but i didn’t see you personally, but next year, you’re going to be there. You think in twenty sixteen? Most definitely okay. That’s san jose, i believe, isn’t it? Yes. I’m very excited because california from california originally lived in the bay area for quite a few years. I’m very excited that i just spent ah, weekend half moon bay. Beautiful. Yes. Very nice round the coast. Very, very nice community. Okay, rich, this donor engagement study. Why? Why do we need such a study? Well, we we did the study for a couple reasons. One we were looking at the industry and we seen way saw a bunch of other studies out there that talk to donors or maybe talked organizations and was trying to get this whole idea of why donors give you know what? What motivates them to give what makes them feel engaged? And we found that there was a lot of studies that looked at one or the other. But there weren’t studies that looked at both groups as a whole and then compared them to see if there was any differences, overlap, commonalities or actually holes in that and some of our concerns around that was, you know, fifty seven percent of donors each year are leaving organizations, you know, donor attrition, you know, we also see seventy four percent of non-profits admits that they don’t use donordigital to make program decisions on dh, that sort of, you know, concerns us a little bit, so we wanted to dig a little bit deeper into that. So we created the study, the donor engagement study, it was a survey of both donors, a cz well, as non-profit organizations we ask them a number of questions to find out preferences on engagement, so we asked the non-profit how do you think not, you know, donors want to be engaged with, and then we asked the donor’s, how do you actually want to be engaged with and then compared those and found some really interesting commonalities and some very, very interesting differences that attrition rate that you mentioned that we’ve had the other guest mentioned that seventy four, seventy five percent of donors leave an organization. Each year that’s, that’s startling it is startling in striking and and the way i usually tell people how startling it is. Let’s say you had one hundred, donors donate today in five years on ly one of those donors is still donating the organization that should scare you. And that should keep you up at night. Ninety nine percent over five years. Well, no, no, i’m saying it is the year over year, seventy four percent every year you’re leaving? Yes, yes. So after five years on ly one of those hundred still still don’t. Okay, so we could call that ninety nine percent attrition over five years over, but yeah, my gosh, yeah, alright, neverthought about it longer than okay on dh. How did you select the non-profits and donors to survey? We actually went to a research firm called ed research stuff just to make sure that we weren’t biased and how we we don’t want to just select our clients or just not our client. So we went to aa research company called research on and they did it all using, you know, the highest statistical standards. Ninety five percent plus confidence all of that fancy. Stuff that i don’t understand everything about. But, you know, i i leave that for smarter people, okay? Confidence intervals. I remember those confident from college statistics, like if you had ninety six percent confidence that’s, actually not very good, as i recall from i don’t know what i’m saying if no, no, i didn’t mean if this study had ninety six percent. I mean, in general, if one has ninety six percent confidence, as i recall from college statistics that’s not even very high, you want to be like ninety eight or ninety nine percent? I’m not imputing the abila study way haven’t gotten into yet there’s nothing to impute. All right, so you have some excellent takeaways, which we want to leave listeners with remember our our audience is small and midsize non-profits and they are certainly struggling with that kind of attrition, and we’re interested in the the commonalities, but also the misalignments in the disconnects between what donors are saying they would like or believe they’ve got and what non-profits believe they are doing or believe they ought to do so that that’s where we want to, we want to focus on these your your your first takeaway is that basics and fundamentals are very, very important most definitely in this is this was one of just one of the findings i was very excited about because i’ve been preaching the fundamentals and getting back to the basics for many, many years, as i’ve been consulting and teaching and training across the way, in fact, i have a master’s in social work, so i’m a social worker by trade and something we learnt about social work school is mathos hierarchy of needs, which which i’m sure most people on the caller are very familiar with and massive marchenese says, you know, you have to have your basic needs met before you can move up into higher level things, you have to have food and water before you even care about friendship or, you know, confidence or or anything like that. And when i found working with non-profits is it was very similar in that they need to focus on the basics first and then move up the ladder there and see what i mean by that is you need to focus on your website, email marketing your donor process. You know how you move a donor? From an email all the way through the donation process, actually becoming a donor, and you need to focus on that first before you get into things like peer-to-peer fund-raising and social media and and all of that stuff on so we found in the study is going back and really focusing on those fundamentals and what do we mean by those fundamentals? The number one thing is thinking through that donor flow, thinking through what it is like to be a donor to go through your entire process of a fundraising campaign, and that is from that email they receive to the length they click on to the page, they land on to the donation form and and all the way through the thank you. And then, of course, the follow-up follow-up is so is so important. And so the way we’ve been trying to talking about now, instead of thinking of a holistic donorsearch experience where we’re calling it a holistic donorsearch donor experience because you not only need to think about the entire process, but also the actual individual that is going through that process, i’m going to get much deeper into this when we get into the segmentation, but thinking about who’s doing it is it a major donor is in a major donor who likes polar bears, and that gives you a very different process that you may want to do than a fifty dollar donor-centric frogs it, and we’ll get much more into that as well as a cz we go through another really important thing on the on the fundamentals is showing impact you’ve probably heard other people talk about how important it is to show impact and that the work that you’re doing is meaningful and making a difference will in our survey, we found that the number one thing donors wanted to know about was is the money being used wisely? They also wanted to know if their support is making a difference was another top three concern of theirs on dso. By showing the impact you can do that, the best way to show that impact, of course, is stories story is going to be the best way to show that impact on and that’s again going back to the basics, really crafting some beautiful stories and if you can bring in that visual storytelling on dh, what we mean? By that is, using video using pictures to really tell a great story. Okay, which study done by cloudgood yes, i wanted to point out that the going back a little bit you your premise was that people started that pipeline through an email, but they’re actually maybe multiple ways. They may have found you first on one of the social networks, or they may have found you first through hearing about you from a friend. So even just that entry into the pipeline is going to vary across people. Definitely definitely andi and channel preference is something that would be talking about some of the later findings as well. But that’s that’s, a great point is actually tailoring how they found you in that messaging and in those stories and how you communicate with them is also very important. Yes, okay, thanks, rich. We need to take a break on when we come back. Of course, you and i’ll keep talking about a billa’s donorsearch exgagement study. Stay with us. You’re listening to the talking alternative network. What are the latest travel trains? How khun travel. Be a part of your overall health and wellness plans. This’s william paris, lifestyle travel consultant and your host foreign travel and wellness today. Join me on thursdays at twelve noon eastern time. For travel chat, travel tips and travel news. Update that’s on thursdays at twelve noon eastern time on talk radio dot n y c. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two, one, two, seven, two, one, eight, one, eight. Three backs to one to seven to one eight one eight three. The conscious consultant helping huntress people be better business people. Talking dot com. Hyre welcome back to big non-profit ideas for the other ninety five percent. I can’t send live listener love, spy city and state today because we’re pre recorded by a day it’s a it’s a day before the live show. But of course, live listener love to each person who is, in fact listening live podcast pleasantries so there’s over ten thousand listening and the time shift, wherever it is, whatever device, whatever you’re doing, maybe washing dishes. That was the latest i’ve heard podcast pleasantries to everybody in the park in the podcast and listening that way and our affiliate affections love our affiliates, those am and fm and online stations throughout the country, whatever day, whatever time they they play it and their schedule affections to all our affiliate listeners. And, of course, katy art being our newest affiliate in davis. Richard you from davis or davis area, by any chance you said you said i am not out from from her down the beach, california, down south. But i lived in san francisco for about seven years, okay? Yeah, you did mention bay area. Okay. All right. So moving on, we have we have some disconnect, but between donors and non-profits around frequency of communication. Yeah, and this was one of more controversial aspects of the study. We had a couple people come up to this on this, we actually had somebody accused of malpractice, quote unquote, talking about communication frequency and think they read it slightly wrong, so what we found is non-profit professionals were ten times more likely than donors to feel that they were not communicating enough, so the organization’s felt they should be communicating more donors were saying, you’re doing it just about right? So there’s a disconnect there so some folks thought were saying, don’t communicate as much. Don’t email as much don’t do as many facebook post and that’s, not really what we’re saying, what we’re saying is actually bringing in the next key finding with this one is critical content is more important than frequency or channel, so what we’re saying is it’s not how much you communicate it, how you’re communicating, one is communicating with really good content, so that is giving them the stories the thank you’s showing the impact, the accomplishments that you’ve made that’s, the content that they want, that’s, the content that they don’t mind if. You email mohr of it. The other thing is to customize your content, you’re now non-profits are now being compared to amazon and zappos and these for-profit who are really customizing and tailoring their content and donors air at home going well, if amazon knows that i like books about weaving, why can’t my non-profit know what i’m interested in about the organization wanted? They know that i’m interested in the girls after school program, how come they can’t taylor that content? So we’re saying better content and a little more taylor to the organs to the individual donor, you have some findings on different channels that donors would like to see frequency manage differently on? Yes, definitely, and that was some of the interesting fundez while there was some surprises in there and some things that we have come to expect as any particular ones you’re interested in tony yeah, well, let’s start with email. What, what, what, what? What donors feel about the email channel? What i found about email, what i was actually very happy to see and something i’ve been preaching for a while is that email is actually pretty solid across all groups, andi also way also had at abila we also slice the, uh, the the data by generation, so we slice it out by millennials, gen xers, boomers and matures on, and we found something like email was actually solid across all of those generations, in fact, that matures, which air, you know, sixty five over sixty nine percent of them said that email was a fine way to communicate with them. So when people say that the older folks aren’t on e mail or they don’t like getting their email, we’re definitely seeing a shift change there. Yeah, i don’t agree with that matures or olders how boomers boomers matures don’t like email. I think in a lot of cases you would have the individual would have given their email address to the to the organization. So you’re you’re expressing your preference for that channel that way. Ok. What about direct mail? Us paper mail? What? Your findings on that? Yeah. There’s. Actually. Interesting finding on that. And i definitely want to dig deeper. But we found that, of course. You know, you would expect boomers and matures. About eighty percent of them are saying direct mail’s fine. Ah, funny. That was a little surprising as millennials, eighty four percent of them said direct mail’s fine and my my running theory right now, i don’t have any evidence to back this up yet, but that millennials aren’t getting a lot of mail, so getting something in the mail is kind of a cool thing to them, you know, maybe direct mail might work with millennials. Okay, it’s gonna be something that we looked at a little deeper. I see why you were chuckling when when i ask you about that. All right? They’re not getting enough. Those j crew catalogues on the american apparel catalogs. Just not sufficient. Exactly. Okay, um, all right? Interesting. And then all right, so then, sort of related to that is that people do want content that they believe that that is relevant to them most definitely most definitely, and it really gets into the segmentation. Yes. Okay. And we’re going, we’re going to get teo. We’re gonna get the segmentation. Well, i guess we could, you know, means it doesn’t have to be in the sequence that you and i have been thinking about since we’ve teased it a couple times. Now what? What do we know about segmentation well, other than it’s not really being done quite as well as it ought to be. Yeah, yeah, definitely. And i think if if if you talk to non-profits their pride pretty honest about this in fact, fifty two percent of non-profits felt like they really weren’t using, you know, segmentation as well as they could, and we found surprising. Well, not surprisingly, fifty two percent of donors felt like organizations weren’t taking their preferences into account. And so when i talk about segmentation, that’s what i’m really talking about his donor preferences, how can you build an experience that the donor feels that you have taken their preferences in account that you have taken their interests into account? Remember, like i said earlier, you are being non-profit are being compared to amazon and zappos and all of that now, so they’re getting highly segmented in some of their emails and some of their communications that they’re getting on, and they’re not being segmented and talked to in a very specific way from the non-profits so we really need to do a better job at that that when we found his most non-profits felt that they were using donation amounts as a source of segmentation, but it really dropped off drastically when we started looking at other ways to teo segment. And so what i’d like to suggest to my non-profits is to start with donation amount because, you know, you’re already doing that and then try to add in one or two more other data point, andi, you know, a really easy one to do would be interested. Um, what are they interested in? What have they shown any sort of interest in and a lot of non-profits have this data already on hand, and they might not even know about it. You can go to your email marketing software and look at what links did they click on that they click on a link for the girls after school program? Then they’re probably interested in women’s issues, girls issues, or maybe they even have girls, you know, did they click on red eyed tree frog? And they did click on polar bears so you can actually pull out some of that interest data. So they’re telling you in many ways, on dh, then you can segment further down from there, okay, so we we’ve talked. About age and interest communications channels. What else? Ah well, we mentioned giving him out that’s that’s very standards. That seems very, very standard method of segmenting what else? What else can you recommend? Another interesting one to think about his location on? And i think this one is particularly good for national organisations, organisations that are that are fund-raising or doing things across the country. And the best example that i’ve seen of this in recent years has been the obama campaign. During the last obama campaign, there was a window. There was a new york times reporter. I believe they did it interesting study where he went, and he signed up for all the candidates emails, but he signed up from different parts of the country. And so for the obama campaign, when he signed up in portland, oregon, he got very different emails than when he signed up in south carolina. Portland, oregon. He got emails about forestry, about labor issues down in south carolina. He got very different communications, so just buy the location that somebody’s ass that they signed up for. You can actually start segmenting based on that and making educated guesses on what? Their interest might be, and then you look to your email statistics that they continue to click on those things that you think they’re interested in. Then yes, they are. If not, then you, then you can try something else. Signing up from portland, i would add, thai food should be added to that interest because i had i had the most delicious thing in cycles are really big in portland. Oh, are they? I didn’t see that, but i didn’t see i didn’t see any use cyclists miss that, but i had the most delicious us thai food that i’ve had since i’ve been to thailand and i live in new york city and supposedly we have good restaurants here. But, uh, i have to shout since you mentioned portland pock pocket pook, pook, best thai food i’ve had. It was in portland best us tie i’ve ever had, so i would add thai food to the forestry to the forestry interests in portland. Okay, yeah. What? What about agent? Which, if we don’t have a gin our database wait, how do we get out that that that that is an interest one and that one’s going to be a little bit of a challenge? But i have some ideas that i think might might help broke down, so it is an important one, and we really do want to highlight the age since we did look at this data and we did, you know, at abila we slice it up into the different age groups, you know, millennials gen xers matures, baby what’s up, we found that only three percent of non-profits said that they’re really looking at age on a frequent basis in order to segment, and we saw, as you saw in the channel preference and all that there are some big differences in there. So when you’re looking at age, i think there’s some ways you can get this data, some of this data non-profits may already have if a non-profit has done a walk or a ride or a run or any sort of event like that, they probably asked for a gin order to put them into their age brackets and so that can help get that data right there. Look at any of your past registration on and see if you have that that age data on do you know it could already be there? The other thing is to do a donorsearch on and there’s a lot of good reasons to do. It donorsearch not just for ages, but to actually get into your preferences. I say all the time that you know, when we talk about best practices, a best practice is really just a starting point. You still need to test it and try it out within the organization because you might have very different donorsearch mints than what we’re talking about here. And so by doing a donorsearch way, you can dig deeper into what their bread, you can ask them their channels reference, you can have them. You know how they want to be communicated with how frequently they want to be, commute whatever you want to do in there now. The big problem is surveys of getting people to turn them in. You’ve got to come up with some incentives for them to turn in those surveys, you know you can obviously, give away some chock keys, a t shirt or a bumper sticker or, you know, a discount to your gala, something like that. But in a new idea that i’m seeing a few started to experiment with now is doing some sort of matching grants or matching gift with service. So get of one of your major donors to say anyone who turns in the donorsearch ve i’m going to donate one dollars, two to the organization and letting the donor’s know why you’re asking for this data. The reason you’re asking for the data is so you can communicate with them in the way that they want to be communicated with, you know, letting them know that you know, that they’re overwhelmed with emails and overwhelmed with with direct mail and all that stuff, and you only want to be sending him the communications that they actually wanted, that would be their incentive for filling it out as well. I love that donor dahna contribution match for ah, for each survey we have a donor who will donate a certain dollar amount. That’s outstanding that’s it that’s it gets a cool idea. Haven’t heard that. Excellent. Excellent. Um all right, well, any other, any other suggestion about getting at age for an organization that doesn’t have it? It’s not well, we can. We can move on anything else you got? Yeah, you know that. I mean that i think something is going to develop over over the next six to ten months if any listeners out there come up with some good ideas, please send him in, send amar away because i’m looking for new things to test and try on defy could find new ones. I will let you know as well. Okay. And i’ll remind listeners ah, that you are at rich dietz d i e t z at ridge detail on twitter um, okay, let’s, let’s, move, move on then some other takeaways people love giving right makes them feel very good. It actually makes them feel very good on. And this is one of the interesting ones is the number one way that they felt engaged and connected to an organization was through the act of giving. Volunteering came in a fairly close second on attending events, and doing things like that really had started fell off dramatically. From there people people felt like attending an event wasn’t as engaging as, you know, volunteering or actually donate and on the surface you’re like, okay, that is totally obvious, right? But there’s a couple of key points, you’re one, i try to use this to help non-profits feel more comfortable and asking for money people want to donate, and when they do, they feel really, really good, so you’re actually helping people to feel good, so you’re doing a service for them, you’re not taking their money, you’re giving them good feelings is the way i like to tell us, why not? Provoc dahna very good, very good love that. Okay on you have now there’s a difference among millennials? The number one and two are swapped. Yes, it is, and that was really interesting for us. So millennials number one is volunteering and number two is donating and what’s interesting is this aligns really well with some other research and other discussions i’ve had with folks that air that air looking at millennials is millennials have a very different process, one on how they evaluate an organization and how they engaged with an organization. What they’ll do is they’ll go teo and organizations social. Media profiles to learn a little bit more about them they want to see that you’re really people, they want to see that you’re human. If you have the same sort of corporate speak that you have on your website, they’re they’re they’re probably gone. They’re not even going to engage with me any longer, but if they like what you’re saying on social media, then they’re going to come in and volunteer. If the volunteering goes well, then they will make that donation decision, so it is a very different way on dh really, organizations should be looking at getting millennials volunteering well before they even asked them for for a money which which makes sense if you think about it, our wonder of millennials are telling us that they have they have more money than the rest of us, and their time is scarcer, which would well, i don’t mind their time being scarcer, but if they have more money than the rest of us that’s annoying the hell out of me, that’s what they’re saying way have just like a minute and a half before we have teo to wrap up so let’s uh, let’s just flush. Out a little bit more. We’ve already very touched on this a fair amount, but the differences in engagement around age and generation. Yeah, so that you know what i would recommend for folks to a download the study. And they could do that at abila dot com a b o l a dot com forward slash donorsearch gauge mint study on dh there they conceal the charts and dig deeper into the data. But we did find those very interesting differences and, you know, like i said, you know, you’ve got to take everything like this, aziz, a starting point on, and then you need to test it and try it within your own organisation. Weii brought up a lot of the ones earlier about direct mail and all that. But another one i found really interesting on the differences was on, uh, gifts where’s that i’m looking at my date right here. Rich, we have two that’s. Okay, we have to wrap it up. But you’ve told people where the where the study is and if they want more through, they could get you on twitter at rich dietz which, thank you very, very much. Thank you so much. All right, thanks. My pleasure. Thank you for joining us. Tony steak to and the right database air coming up. First opportunity collaboration. It was a terrific experience. It really kicked us up to the next level. We built out a fund on site, and we have raised two and a half million dollars toward a target first close of five million dollars from delegates at the twenty thirteen collaboration that’s from russ baird, executive director of village capital yusa. There are funders at opportunity, collaboration and the rolls and impact investors, as well as lots of smart people from non-profits opportunity collaboration, a weeklong unconference in x top of mexico for everyone who is working in or around poverty alleviation, lots of people who can help you get your work done. And there’s plenty of free time built in to meet those people, make friends and figure out how you’re able to help each other. I was there last year. I’m going this year. Every session is in a circle. It’s very collaborative. No power points, no plenary speakers. Three hundred fifty people from around the world collaborating. If your work is related to poverty, check it out. Opportunity collaboration, dot net. We had a death in the non-profit radio family. Rochelle shoretz the first guest on non-profit radio to die deshele founded sharks share it, a support network for breast cancer survivors and very sadly, she’s no longer a survivor. It was june first when she died. She was on the august thirty first, two thousand twelve show, and we talked about storytelling and deshele very generously shared her story and story of lots of people that share share. It has helped and worked with my thoughts go out to her family and shark share it and those tens of thousands of women and men that her work has touched. Oh, and i have a tribute video with a link to the show on also the new york times obituaries at tony martignetti dot com and that’s tony’s take two for friday, nineteenth of june twenty fifth show of twenty fifteen here is the next segment, which is also from well from ntcdinosaur as many have been lately. Excellent stuff from the non-profit technology conference here is the right database. Welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen were hosted by intend the non-profit technology network in austin, texas, at the convention center. My guest is michelle chaplain, she is senior manager for online fund-raising at pbs and her workshop topic is how to choose the right database for your organization. Deshele welcome to the show. Thank you. Great to be here. It’s a pleasure to have you thank you for taking time on a busy conference day. Let’s uh, let’s, start with a threshold question how do we know if our existing database needs to be changed? Yeah, absolutely that’s a great question, and i think the first thing is you have to sort of go through the process as if you’re looking to change your database. So first you wantto look att all your current users and what their needs are, what they’re trying to get out of the database and what it is doesn’t do that they wanted to dio, and then you need to bring all of those questions to your current vendor and asked them like, is this something that database really can’t do? Or is this an add on feature that we can pay for? Or is this you know, a custom ization that we can get or do we actually have access to this all along? And we just didn’t realize it. And then you went away like the costs of adding those features to your current database to the cost of switching and implementing a brand new database, which is substantial when you taken implementation, cost training cause and just the time it’s going to take for your staff to learn a new system. How do we filter out when we’re asking these questions in our organization between people just complaining about the database and really having a genuine need that isn’t being fulfilled because lots of people have complaints absolutely way filter out the yeah, the mere complaints on dh sort them out from the woods. Isa really write well and i think it’s really helpful to build requirements document, which is just a family non-technical word for need tohave list and a nice hot list. So you take all of the various rants and complaints and things they want, the database tohave and you divided into things that are real deal breakers like your database is not gonna work. Your users are not going to get what they want without these. Things. And then the nice to have things which, you know, might help you increase adoption. It might make a few people happier, but it’s not going to make or break your database and that’s going to help you kind of narrow down your options. Okay, so people will become more rational if we asked them to categorize between needs and needs and desires. Exactly. Okay, we’re trying to insert some rationality into this whole process, right? Be a lot more strategic and sophisticated. Okay. So then, if we have our we have our requirements document, uh, most vendors are going to be willing to review this with us. Yeah. And generally, when you ask a vendor to present there their database or their system to you, they probably have, like, a put together power point presentation. And i would say, just send them your requirements. Ask them point blank, like, does your system me all of these requirements? If not, then they don’t need to waste their time presenting or your time, you know, giving you this presentation. And when they present to you, ask them tio just do open up a kn example of their database and go through the steps that you, your users, will go through. So you can see what your user experience is. Rather than just getting kind of their standard sales pitch. That’ll save you both a lot of time. Let’s. Take a step backward when you’re talking to your existing provider. How do you sort of position it so that they don’t feel like they’re being threatened, not threatened, but so that they don’t just become defensive and you know, but you, you know, you didn’t identify that is a need years ago, we didn’t understand that that was a requirement of yours, you know, he’s trying to cut through that stuff and just can we get our can we get our needs met, right? Yeah, and i think it’s it’s a matter of, you know, acknowledging the fact that this process you’re going through is a process that you’ve just started and you’re looking at a database and you’re looking what people didn’t need to get out of it, and you’re asking them, like, is this something i could do with the database? You know, because this is a new, like me that has come up or this is a new requirement that we’ve identified that’s goingto be necessary in the future and, you know, most vendors will work very hard and if it’s at all possible to keep your business going your way, you’re asking exactly and understand, and, you know, if they can’t do it, then it’s sort of, you know, it’s self explanatory, why? Why you need to move on? And i think they understand that, like most vendors aren’t going to throw a fit over, you know, you making a reasonable, logical choice that this isn’t the right fit free. Okay, okay, um, so let’s, let’s jump back to dark metoo new potential vendors, are you ah, fan of r f piece for this process or some people are, and some people think they’re overblown and don’t really accomplish very much. I’m i’m a fan of a super simple r f k and what i do is my request for proposal are here my requirements? This is my requirements document the list of need tohave nice toe have stuff. And if your database could do all of my need to have in some of my nice to have that i want to hear from you, okay before exactly pretty simple or yes, compared to many that we’ve all seen exactly. Yeah, because most vendors, they already have their standard product. They’re not going to take the timeto, you know, answer. Accustom are for every single line. Okay, that’s, the that’s, the other side of one of one of the other disadvantages is you’re going not here from a lot of potential vendors who just won’t spend the time answering a lengthy are exactly okay. All right, so what’s, our next step? Well, how do we proceed in this in this process? Yes. So once you kind of have your short list of vendors and you’ve seen their presentation, then you really want to dig in and evaluate those, you know, top three or four vendors. Teo really ascertain whether or not they meet your needs and if if they all meet your needs. Like what nice tohave requirements do they also meat that will help you further narrow your list down. Andi, i for this part, i recommend, like, actually doing trials of everything. And if a vendor won’t let you try out their product and go in and mess around, i would be a little bit wary of that, because then you’re like buying. You know, you’re buying a car without giving it a test drive. So what do you migrate? Just a part of your database into the into each platform that you want to test. Yeah, you can just create some sample data. Are a lot of databases ifyou’re doing their trial portion? They even would come with sample data so you can just play around with the way it exists and just go through a few of your processes, you know, there doesn’t have to be, you know, huge reports generated or anything useful, it’s just you need to be able to see if your users were going to be able to get what they need to get out of it. All right? Dahna no, please, no more. Oh, so then after that, you can just sort of rate the different the different options based on your criteria. So your needs to have obviously, if they don’t meet any of the needs to have that’s a deal breaker, you can stop right there, throw him out and take him off your list. They wasted your time because you’re you asked him that originally exactly hyre they more points they lose right for squandering time? Alright, who’s involved in this process from the organization now that we’re out to the outside potential vendors. So i mean, i think there needs to be like a point person or a project manager who’s doing the implementation. And really, that depends, like, if it’s a small organisation, it could be just somebody with the title of project manager or executive assistant or you, you know, it might be the ceo doing all of this by themselves and then buy-in bigger organizations, they probably have, like, a database implementation manager or an administrator who’s in charge of all the databases who can kind of oversee. So it depends on the size of the organization, but really, one person should take ownership of it, and then they can lease and manage all the relationships with the key decision makers like the cfo, the ceo were actually, you know, signing the checks and then all of the different types of users, the power users who are going in and, you know, stretching the database to its limits every day, the people who maybe, like volunteers using it every so often and then all of the managers and and other people of the organizations who may not ever use the database but need information from it. So, like, your finance officers might need financial reports out of your database, but they don’t actually go in and generate the reports, so we need to talk to them. Tio, do you think the board has a role here or not? Really, i think it really depends on the board and the scope of the project that you’re working on. So if it’s a large like, if it’s your like a financial management database and the board, you know, is looking at the finances of recorder, hopefully and is generating the reports that i think including them in, you know what they want to see in terms of those reports and make making sure that the database meets their needs in that respect on dh then on the other hand, if they’re key decision makers in terms of this, this could be a very large purchase, and they’re, you know, key decision makers in terms of purchase decisions, then you need to be able to show them like this is the best option for organization and why and having that, having that documentation of like this so these air need tohave nice to have criteria and how every single option rates and you’ll get sort of like a clear picture of this is the winner and it’s something that’s easy for them to. Digest and easy for you to sell that yes on dh in large part because you’re showing that you’ve done your due diligence when you can document the process that you’ve been through. Exactly. Okay, thank you for that aggression we were at the stage where we’re testing, we’ve got we’ve got sample data yet, and we’re testing a few alternatives exactly, and then it’s just about going down your requirements document and checking off like every every process you go through everything that it khun dio, you know, all the little nice to have stuff that you’re users may want, but it’s not necessary and, you know, grading those and using those two just rate, you’re different options and again, that’s going to give you a clear winner in fact, there’s a really cool excel spreadsheet, which allows you to do like waiting of your different options, and you’re different criteria, and it gives you a new miracle score for each of the vendors. So you can say whoever has the highest score wins and has the advantage of waiting, so everything is not equal. Exactly because in reality, it’s not all right, what’s our next step now we’ve we’ve selected one, i presume we have a stage where we’ve we’ve chosen one, the chosen one, you’ve hopefully chosen wisely and everyone’s on board because you can straight that you did your own work and and then it’s time to make a plan like this isn’t the end really it’s the beginning of what goes in our plan? S o i like transition plan exactly the implementation plan on dh. I like to start with kind of the end date. So when we want all the users to be able teo, log onto the database and use it that’s the kind of what i start with, and then i work backwards from that until they get to today. So maybe, you know, three to four weeks before the end will be, like the soft launch where our power your users can go in and play with stuff and look at it and maybe, like a month or two before we’ll do that data migration on dh, you know, you just map it out and going backwards until you have today. We’re it’s like that. Everything you have to do right now. Okay. Okay. Let’s. Spend a little time on migration, because that could be very, very messy. We should expect a lot of support from the new vendor in migrating data. So that’s going to be something that you have to consider in your requirements document is how much support do you need to migrate your data? Do you have a lot of in house expertise or you’re going to need full support? And is this new database something that you know your i t team are your in house database experts can figure out and migrate your data into. Or is it a proprietary software that the vendor has to do themselves so that’s definitely something you want to consider while you’re looking at different vendors, what your need is in that respect, another option would be hiring a third party or an external consultant to come and look at your current data, clean up your database and migrated over for you. Yeah, this could be an opportunity to clean up your data. Exactly. Okay, up. Maybe you can include cleanup in the migration support that you get from the from the new vendor. Absolutely. Build that in. Yeah. I mean, just like every time you move your house. You kind of clean out your closet. Every time you migrate your data, you want to think about cleaning it up. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m rob mitchell, ceo of atlas, of giving. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll we need to be very specific. I would think about what’s going to be included in the in the implementation plan that it be in the contract with the new vendor. Yes, absolutely. And most vendors will build that in usually it’s in like a number of hours that they’ll offer in certain packages to work on dahna migration on training, on support on dh, they’re all you know, most vendors will negotiate that with you depending on your organization’s needs. Okay, what’s, our next step now we we’re past the time line. Where are we now? We’ll hopefully you do everything on time, right? If your implementation over schedule, of course it doesn’t. But it’s a it’s an aspiration exactly off the goal. We’re talking in hypotheticals waken weakened dream. But even if not, you know and plan for that in your timeline to, like plan for what happens if everything falls apart and we don’t launch, you know the database on october first if we do it november first. Like how much of a catastrophe is that? What about december first? You know if it’s a cr m and you’re doing your in giving do you really want? Your database to launch on december first so, you know, planning for contingencies like that. But once you’ve gone through the timeline, once you’ve migrated your data over, you’ve gotten your staff trained on it, you know, your users air doing it, you’re getting good user adoption and really including them in the entire process, asking them what they want is going to be a big help to you and getting user adoption. Then you know it’s about just maintaining your database and keeping the support going and keeping your users engaged in using it and making sure it’s still doing what you’re doing is there much of a difference? And you’re free to tell me that it’s obviously the way whether the new vendor train’s just the power users like train the trainers, or whether they should be training all the users does that matter? I think, and and then the trainers would train the lower level users, right? Your internal trainer, i think there’s something to be said with training the trainers. You just want to make sure that you have enough to support your kind of lower level users so they can all get training quickly and also, one of one of your trainers leaves. Do you have another trainer? Do you have a program for keeping that knowledge and house, or will the vendor continue to train people on an ad hoc basis afterwards? So, you know, it’s, just the benefits and risks of having some stuff done in house versus everything done by the vendor, okay? And then, of course, ongoing support critical. Well, it really depends on again your in house expertise and how complicated the databases that i always think of smaller and mid size non-profit because that’s, what our audience is right, they they’re they’re less likely, and certainly they could, but less likely that they’ll have a lot of in house expertise around. Yeah, third base administration and day to day issues. So support is important. Yes, definitely. We still have a couple minutes left. What do you want to share that i haven’t asked you about? Goodness? Or more detail on something immediately, even if we talked about it. But any more detail? Yeah, i mean, i think one thing that we didn’t really have a chance to go into in depth is the idea of hiring a consultant to do all this with you, especially if you are a small organization or even a medium sized organization. You might not have a staff person with the time to do all of this research and, you know, talked all the vendors and go through all the trial periods, and you know, the advantages if you do it with the consultant, you have them come in, they assess all your needs one time, you know, they talked to all your respective users bundle that they already have a really good knowledge of all the different you know, database is out there and how they would fit so they’ll know which vendors to go to, which are the best options, probably in the first in the first place, and be able to pull it in and it’s assess it so you can kind of skip over the decision making their research part and go right into your short list. Where? You know you work with a consultant, teo, analyze the, you know, the top three best fits and they can make, like, a spreadsheet and analyze it and make it so you can, you know, defend it to your board and show that, like there’s, you know, research and due diligence was done on that, you know, it’s more expensive, but it’s off your plate and it’s off your staff’s plate. You could also be value in the consultant evaluating the state of your data. Someone objective who’s not likely to say. Oh, well, you know, there’s this problem in the data, but yeah, we figured out how to work around that. So it’s not a big deal when really, it is a big deal because you have faulty data. You’ve just developed a workaround. Exactly. Yeah, and then they can also come up with strategies for cleaning the data or people you may cos you may want to engage to help you clean your dad up. So it works for you the way you needed tio what’s been the pbs experience. Have have you done database change? We actually went through thiss process about a year ago. We were looking at changing our email marketing system and way kind of went through the first update our needs assessment talked to all the users, went back to our vendor, and they actually made a lot of changes in custom is asians to our existing system so it would meet our needs and, you know, and now there are just a really strong partner, and they’re consistently checking in with us to make sure that databases still meeting their needs. So it it is it really, you know, we didn’t end up changing databases, which saved me a lot of headache personally, and it gave us, like a really strong relationship with our current vendor. Have you had your session yet? No it’s tomorrow at three, ok? Because i was going to ask if you heard of any disaster stories that do you know of any migrations that went badly? Conversions went badly. We know of so many so many. I mean it’s. One of the reasons that i proposed this session is because migrations often happen too fast without enough thought and they end up just blowing up in people’s faces nobody’s happy with the end result and they end up, you know, a year later, after hobbling along with their new database, either switching back-up watching something different into a completely s o i am looking forward to hearing a lot of horse stories tomorrow you expect you expect to hear a good bit, but we could do this all much more strategically and smartly if we have this plan and process that we just talked about? Absolutely. And avoid the heart. Avoid being the next horror story of ntc twenty sixteen. Exactly. All right. Thank you very much. Michelle. Thank you. Michelle chapman, chaplain. Pardon me. Michelle chaplain is senior manager for online fund-raising at pbs. And this is tony martignetti non-profit radio coverage of the non-profit technology conference. Twenty fifteen. Thanks so much for being with us. Thanks to everybody at antenna non-profit technology network loved being at ntc this year. Next week get your emails delivered and did you know that there’s a job called emailed deliver ability specialist also the open movement. If you missed any part of today’s show, find it on tony martignetti dot com opportunity collaboration. The world convenes for poverty alleviation. That outstanding unconference that’ll ruin you for every other. Conference opportunity collaboration. Dot net. Our creative producer is claire meyerhoff. Janice taylor is today’s line producer shows. Social media is by susan chavez, susan chavez, dot com and our music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. 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Nonprofit Radio for March 13, 2015: Bring Joy To Your Donors

Big Nonprofit Ideas for the Other 95%

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Marcy HeimBring Joy To Your Donors

Marcy Heim colorMarcy Heim has over 30 years thinking about and perfecting major donor relationships. She’s the Artful Asker and we’ll examine the intersection between fundraising and professional coaching.

 

 


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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host oh, i’m very glad you’re with me. I’d be stricken with avian articulo and dorothy leo sis, if you tried to fly the idea that you missed today’s show, bring joy to your donors. Marcie, i’m has over thirty years thinking about and perfecting major donor relationships. She’s the artful askar and we’ll examine the intersection between fund-raising and professional coaching on tony’s. Take two a caution for your plan to giving program we’re sponsored by generosity siri’s you know them, they host multi charity five k runs and walks. I’m very pleased to welcome marcie hime to the show. She’s, a life and development coach, author and speaker with over twenty years of frontline major gift fund-raising experience, she’s won awards for her speaking in training, and she hosts marcie’s major gift success club. She promotes both positive mindset and best practice fund-raising is that marcie? I’m dot com and on twitter she’s at marcy hime morsi welcome to the show. Thank you, tony. Delighted to be here. I’m glad you are pleased to have you my voice just broke look pleased like i’m a fourteen year old again, it happens once in a while. I love going back to fourteen that well, with my voice, nothing else that i was that awkward fourteen year old ah that’s, right? I’m an awkward fifty three year old. I’ve never never fit in. Um, let’s say you you work in fund-raising and professional coaching, so we wantto we want to look at the intersection. What? What’s it, that intersection where those two circles overlap? Well, i think tony, it it leads back to my experience when you talk about more than twenty years that’s not really unique there, folks out there that have twenty years of fund-raising experience what’s unique about my experience is that i spent those twenty three years at the same institution. So i had the opportunity to be the first person in a position and grow a program over those twenty three years and spend more than two decades with these same donors, watching them grow and change and increase their giving and change their giving and go from from annual fund to major gift to to life legacy planning. So it was just a really unique experience to sit back and say, ok, what makes me successful? I had a tremendous run of with the university of wisconsin foundation and had the privilege and opportunity to raise millions of dollars. And as i look back, i realize it’s not just the methods i use, but it’s a mind set that i brought to the business that’s, the mindset that i brought to my work. So i focused my coaching and consulting on a twofold process. One is not just what is the donor thinking? We talk about that? No, no, no, no, no. I’m saying, what are you thinking? What’s going on in your head? What are you asking yourself and that’s? Just a cz important and i think more, tony. Then how do we write a good letter? And how what? How many visits should we make in a month? And some of those kind of best practices on how is this mindset that we bring? And i’m glad we have a full hour to talk about it. Going to bring joy to our donors. What’s the connection? Sure. Excellent question already, it’s. Only my second one already has blown now the rest are all going to be lackluster questions. But all right, we have a pinnacle. Now. We’re trailing off already bad questions to come, uh, tony that’s, something that really touched my heart because when you’re with somebody was not authentic, you feel it right away when you’re with somebody who’s saying, okay, man, if i asked this question or talk to them about their passions or get into their head about, maybe i’ll get the money, and i’m not saying where scheming is that. But when you think about some of the words we use, right, well, whether you’re a suspect, because i’m not sure if you have enough money or interest yet to be a prospect hyre how does that really make somebody feel? So this whole idea of what goes on in our heads, the words we use, earl nightingale said in a program called the strangest secret in nineteen fifty seven, which was, by the way, the first vulcan recording to sell a million copies, he said, our success is determined by what we think we become, what we think about so when we are thinking sincerely in authentically about how can we provide an opportunity for this person sitting across from us two and back in a cause that gives them excitement and joy? It totally shift the relationship building experience, and it gives that donor a completely different outcome not on ly the direct impact they’re giving has but this sense of joy. You know that when you actually write a check to tony charity charity tony, it releases and yeah, it’s writes that you’re the pleasure writes, the pleasure centers in the brain are activated when you do a charitable act. Yeah, i have ah, i i do a keynote called, show your love and raise more money, and i in there i make the point that i want us to avoid the construction metaphors, like building relationships and starting a foundation. Ah, foundation, you know, a foundation for the relationship, and i also avoid much as i can, sometimes i lapse into it, but dahna prospekt, you know, i like potential donor. I suspect i i’ve i’ve gotten away from that that that i’m pretty good about not using but occasionally lapse in tow prospect instead of potential donor or, you know, it’s sort of thes air and the construction metaphors, they’re dehumanizing terms they are yeah, i love that. Yes, they’re dehumanizing terms, you know, and just even some of the things in all of my years, i’ve never hit anyone up for money. You know, i’ve never hit anybody, and things like let’s get into their packets. You know, they’re loaded, and even some of the things that are maybe more subtle that they’ve so benefitted from organization they should give, they oughta give they always. And who are we to tell somebody else what they should or ought to do with their dollars with their money? So your concern is that the way we think about potential donors and donors and the way we talk about them, hopefully behind the scenes in our office, in our conferences. Is going to transcend those situations and and into our relationships with the people that were were dehumanizing. You bet on let’s get real let’s. Get real direct about it. You just said, well, how we talk about them behind their, you know, basically behind their back. Yeah, yeah, well, yeah. That’s, that’s the nature of our business. I’m getting a really echo in my head, but i would stake my team that i would never want to talk about a donor behind their back differently than i would talk to them. Yeah, well, that’s a that’s, a that’s, a policy to for written written notes and, you know, preserving, preserving things in our c r m you should never write something that you wouldn’t want the person to treat. Yeah. Okay. Um and i had that really happened to me once. Tony, i had a a woman that was working on a very major investment with the university. And and we had a brand new students on board of the foundation that helped with little mailings in these kinds of things. And her gifts have qualified her to be part of one of our honorary organizations. So there was a certificate. And i know that you’re not wild about all these things in nor nor am i. But this is kind of what we did. And there’s a certificate that got mailed out. Well, this new students not knowing any better, took her entire record and stuck that was attached to the certificate simply to give her the proper mailing address. Well, she saw the whole thing in the inn with a certificate, mailed it to the donor. Oh, my god. I know. Well, and how i found out was i got this phone call and this and this girl said to me hi, marcy, you know, i got and i went hello, let’s call er, gladys, i said him. Oh, gladys, how are you today? And she said fine. And i said, did you get your you know, your certificate? And she said, yes, i did it’s lovely, but i also got another sheet of paper with it, and i said, what was that, gladys? And she said, well, it says, matt with gladys, talk to her about tony, can you imagine? Yeah. Oh, my god. Yeah, i mean, it’s. A good thing. Her contact? Yes. It’s a. Good thing that wasn’t gladys. Gladys kravitz from bewitched should be like i never remember gladys kravitz. You good thing that wasn’t hurt myself. But wait, take a break for a moment or two more. C do you have a pen with you? D’oh? Okay, you got rolled over to ah, lower quality number because someone was on the it doesn’t matter. Call back on this number, please. Two one two, seven to one, eight, one, eight, three got that. Okay, call back during the break, everybody else stay with us more on morsi more with morsi hime bring joy to your donors. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn. Maura, the chronicle website. Philanthropy. Dot com fund-raising fundamentals the better way. Dahna welcome back to big non-profit ideas for the other ninety five percent gotta do live listener love it’s, time st louis, missouri, new bern, north carolina, burtonsville, maryland, san francisco, california live listener loved to each of you let’s go abroad taiwan, china and beijing china ni hao over to japan, we got tokyo, we got multiple tokyo, konnichi wa and in korea, south korea, always loyal, loyal listeners. Soo wan, south korea on your haserot i also have listeners in hungary, iran, spain and romania. Unfortunately, you can’t see your cities but live listener loved to each of those countries as many people are listening there as possible and podcast pleasantries if you’re listening in the time shift over ten thousand ofyou pleasantries to the podcast listeners, of course got to send affiliate affections toe all our affiliates throughout the country. I love you too, marcie. I’m you’re still there, right down here. You got back. Okay. We have better connection this time. Thank you very much. Um, so what we think is what we become. Can you say a little more about that? We become what we think about so it’s. Not something. You know, tony, i think people roll their eyes a little bit and say, yeah, yeah, yeah, but but truly, what do we plant in our heads? And we planned in our head the words that we use, the things that we watch, the shows we watch, the conversations we have, the people we surround ourselves with, and we’re influenced by what people say to us were influenced by our own history by what we were brought up with, you know, for example, if i said to you, tony finished these sentences, money doesn’t grow on trees blank, rick very filthy rich is what most people that’s gross, i didn’t think of that well, i did now, but no very kayman things that those are things that are in our in our heads and some of our feelings about money, some of our some of the things that we have been exposed too far, and i’m not saying our parents weren’t wonderful people or that they did something wrong or right, i’m just saying we’ve got these thoughts, we’ve got these things in our heads, and we need to deal with them, especially when it comes to raising dollars, especially when it comes to the kind of self talk we give ourselves. How many times do we ask ourselves questions? Like, why am i so bad at this? Or why can’t i get how to do this thing on the computer? Or, you know why those air all the negative? Those are all negative questions. Why am i so crummy at this? Why am i so? But why don’t i have more money? Why don’t i have a bigger house? Why don’t i have a nicer car? I mean, that that’s all negative self talk, right? And and it’s a lot of times it’s in the form of a question and there’s some wonderful new research that’s happening here at the university, wisconsin and other places that talks about our minds. Tony being kind of like one great big google, you know, when we ask ourself one of those questions like, why am i always late? Our mind will quickly stay up. You’re late here and you’re late here in your late here and it’ll google all of those times and throw it right to us. Well, that’s because yeah, but that’s because that’s, the way you frame the question there’s ah there’s somebody is interesting. Ah, this i don’t know. I don’t know if this person listens to this show regularly, but she he or she tweets very actively on twitter he or she is at the-whiny-donor and we have some back and forth because sometimes the person will post things they’re winding about and then i don’t necessarily agree are as bad as you, she thinks, but, you know, you’re making me think of the whiny donorsearch that person is always looking for oh, and i should give a little explosion they there there? Ah twitter profile says that there on i think they’re onto boards and at least one of those is a development committee board position but could be both but you know, they’re they’re in fund-raising on on a volunteer level and that’s, why and there’s other at the-whiny-donor and you’re making me think of that person because they’re always there always looking for things to whine about. It’s it’s, how we frame the question that google is goingto answer right, our google mind is going to answer based on how how we word it, okay, exactly, and i think that that’s something we need to consciously manage so in my more major gift workshops and in a lot of my teaching and in a lot of my consultancy, i work with kind of the coaching for the mindset as well as are we using best press practice method? So let me give you a couple of examples about way to reframe these and, you know, i’m sure tony, you’ve heard of affirmations where you make this statement as if it’s already happened. The problem with that is a lot of times we don’t buy the statement our own hat is saying, like like, the easiest way to think about it is is i don’t, but i would like to weigh a hundred and thirty eight pounds, right? So i stand in front of a mirror, and i say i weigh one hundred and thirty eight pounds. Well, i looked back at that, i don’t know you don’t yeah, right. So part of what the power of asking these questions is, is it becomes something where what we’re really doing is empowering our wonderful minds to paul pull forward those times when we’ve been successful, to pull and to build on those. So for example, why am i always late? Becomes why am i such a non time kind of gal? And i have times that come to mind when when that happens, why? Why does my work take me away from my family boy and development? I hear i’m working all the time. I don’t have enough time for my family. Why am i in this business? Is so hard. Well, why do i do such a great job of prioritizing what’s? Most important in my work and life? Marcie, how, before we start to make thes mindset change is how do we do just become aware and conscious of what we’re doing? You know, it’s it’s so ubiquitous where i mentioned conferences and and the office meetings, you know these things, they’re reinforced the mindset that you’re trying to move us away from is so reinforced. How can we raise our own consciousness? That’s a really good question, another one. I got two in two in twenty minutes, sometimes people will say, you know, i’m not sure i talk to myself, so i talk to myself what i want if i talk to myself, you are talking to yourself. Um, there’s some statistic out there and i’m sorry. Tony, i can’t quote abut that we we give ourselves, like sixty thousand messages a day or something like that or we hear a bit of some astronomical number and i think you have to step back and try to be more present try to be more aware how does what you’re hearing impact, how you’re feeling and the reason that’s important is what we hear, how we feel impacts what action we take. How does what feel impact what action we take, right? Okay, so so you say you here, boy, it’s really hard to get those first appointment that’s just really hard to do you know it. And then we say, yeah, you know, and people don’t really want to hear from us there asked, you know, they ask about money all the time, and you’re just another one of those pesky phone calls. Well, that how is that going to empower you and put you in the right frame of mind to make phone calls to set up appointments with your donors? You know, again it’s that negative it’s the it’s, the negative perspective versus the, you know, sort of. Why am i how come i do? So well, what is it that makes me do so well at getting the calls, getting the meetings that i do get? Marcie, let me just give me a moment because i have to shout out someone on twitter. Margo o’malley, she’s she’s, new to non-profit radio just discovered her recently and she’s live tweeting the show she’s using the hashtag non-profit radio and on twitter she is at margo underscore om and margo is m a r g a u x then underscore om we’ll go! Welcome to non-profit radio. Thank you so much for live tweeting today very much appreciate it live listen love to you margo i’m sorry marcie. I’m hope you don’t mind me shouting out live listeners i love thank you it’s fun that’s. Why i do the show live even though you know there’s ten thousand people listen everywhere else any time other than one to two eastern on friday. But for the people who do know it’s a rush even when there’s sometimes there’s a tiny number but it’s always fun. Come on. Okay. We’re helping your helping me raise my consciousness raised helping us raise our consciousness about this let me tell you why this is so important in a nutshell, because the things that we say to ourselves impact how we feel about ourselves, so take that into the realm of development work. You know, the words we use the way we feel about ourselves, our vocabulary project onto others, how we feel about this business that we do this what i call an honorable and noble profession, i agree with that. Yeah, yeah, morsi labbate saying to ourselves, well, i’m i’m going to see if you’re a suspect and they turn you into a prospect by having a qualifying session on you at which i’m going to move you, and then i’ll pitch you and i’ll close you how how can we how can we feel joy about what we’re doing and let’s look at why do people get into non-profit work? Ninety percent of them will say they got involved in it not because they came out of the womb saying, gee, i want to be a fundraiser. No, they were passionate about the cause they got involved in. They believed they were making a difference on planet earth, so we take that passion and turn it into well. I’m gonna hit you up and i’m going to move you then i’ll but you then i’ll close you to give money to this cause and there’s a really, really what’s the word i’m trying you smacking you smacking your head there was that with that you’re gonna knock yourself out, but we got marcia. You gotta be out for a half hour don’t no, i can’t call nine hundred eleven where i don’t know what city you’re calling from madison, wisconsin, i think, but i can’t get nine eleven there, so keep your self conscious please snap your fingers if you stop snapping it back in your head you know that. Let me let me get a little personal with this for me. I feel like i don’t do enough speaking. I would like mohr speaking engagements and there are people who think i speak a lot and i guess i hold my own. But i would like to do more and you know what i am and you know how i always approach it. How come i don’t do? How come i don’t get more speaking gigs, right? So, yeah, yeah, i should be asking, why are people on the phone right now. Ready to call me about a speaking engagement? Why are people so eager to book me to speak at their next event? Cool. Yeah. The phone is ringing, sam. Just the photo. Marcy, the phone just rang. Sam just picked up the phone in the studio. Somebody somebody’s calling so what’s going on? Sam, get them get their number. Okay. No, i’m seriously, buddy. I have a witness. That’s. What you said at the phone rang and sam picked it up. He’s multitasking, he’s pretty producing the show. He’s watching the hashtag non-profit radio picking up the phone he’s booking by speaking gigs. Example give you twenty per cent. Okay, now i’m sorry, marcy. Go ahead. Sorry, i cannot tell you, and i know that there are people that think it’s kind of cool, but if you ask people, do they ever have parking karma? Well, what is parking karma, parking karma when you’re driving up to a place and you’re saying, why is somebody pulling out right now so that i have a place to park? Yeah, yeah. Works like a charm. All right. You took it away from my speaking and you went to the mundane act of parking spaces, but i’ll forgive you. I’ll still keep you on the other the remaining forty minutes. Right? Tony, i’ll give you something active to do. This is what i want todo for me. Yeah, i will. This is like this, like live coaching. I’m getting oh, my gosh, yeah. I wear two things that i want you to do. The first thing i want you to do is ask yourself twice a day, morning and night why are speaking gig coming to me in such great abundance? Did you write that down? I am. I’m only on the words i’m only onward gigs. Why are speaking gigs coming to me in such great abundance? Okay, i got it. And then the second thing i want you to do is, however you keep your files. Now you’re probably more elektronik, but i want you to put in speaking gig one speaking, get to speaking, get three and actually place them in your filing system waiting to be filled with your next three speaking opportunities. So you’re prepared. You’ve made a place for your next three speaking opportunities. Okay, i’m gonna put that so i put them into my filing system on, uh and my hard drive. Ok, okay, i will tell you that i used to put in open file folders where i kept my back back in the day when i have and i still believe in paper files for some things i don’t ever i don’t know that i’ll ever be a time. I’ll be comfortable being all electronic but that’s a different conversation, and i would randomly put these empty file folders that said that said major giver one major, give her two major geever three and people would actually come into my perspective giver universe in the exact else a bit where i plopped those files. Are you really? Yeah, i was to say you’re kidding, but i know i’m not kidding you could you could you could tell what letter their last name, because it was a startling e-giving i just randomly put him in there, but that is the power of positive thinking, it’s just incredible, it’s amazing how it can change your life, and this is going to convert to better relationships and happier, happier, joyful donors, exactly and let’s. Right? And how it converts to your joyful donors is is your donors don’t want a relationship with you based on their money. They want a real relationship with you. And if you are coming at them strictly with how do i get them to give me money? That’s, exactly the kind of relationship you’re going to form now. Will you raise dollars? Sure you will. Will you be wildly successful? Successful? No, you won’t. Yeah, and you’re going to encourage people to have twitter ideas like at the-whiny-donor. All right, marcy. Marcy, indulge me for a couple minutes because there’s a lot more with you coming up and tony’s take two as well. But i have to give a shout to our sponsor, which is generosity siri’s. And you may be interested in this, marcy because they they bring small and midsize non-profits together that can host five k run walk events because they wouldn’t have enough people individually. They bring them together. It’s the community having very big events where they raise lots of money. So i like that. I like that because it’s, you know, nobody could do it on their own. But when the community comes together, then, they have successful events, their core. Yeah, i know that they’re raising the ten, fifteen, twenty thousand dollars in a day, because i am see a bunch of generosity, siri’s events, and i’m the one who announces the fund-raising total’s at the end of the event. So i know how much is being made it’s a lot, and they have events coming up in northern new jersey, miami, florida and new york city. Talk to dave lin. You know, i like to pick up the phone and talk to people. He’s, the ceo, let him know you’re from non-profit radio seven one eight five o six. Nine, triple seven if you want to start on the web generosity siri’s, dot com. Tony take to my video this week is caution for your plan giving program marci is telling us about how strong and how close your relationships khun b and especially in planned giving, is not limited there, but especially in plan e-giving you have to be a little careful about getting too close and taking on any kind of ah legal relationship like being someone’s, executor or trustee and that’s what the video is about, you know, like all my videos short it’s two minutes and a couple of seconds. Ah, now i share a client story and you’ll see that video. Tony martignetti dot com and that is tony’s take two for friday, thirteenth of march friday, the thirteenth tenth show of the year. You know, i avoided at the beginning doing triska. Delic a phobia, you know, the i’ve done that one a bunch, you know, i try to i don’t want to be predictable last thing i want is predictability on non-profit radio, except that we will have excellent, smart, wise experts on the show. Marcie, i’m welcome back. You’re one of them. Thank you. You’re going right why friday the thirteenth, the best day for me to be with tony that’s how i started my day. Really? No, you didn’t. You don’t start today that way, did it is all right. Only in practice. What i preach, i get up. The first thing i say when i get out of bed in the morning my feet hit the floor is i say, i love my life. The second thing i do is, i repeat, anywhere from five to ten empowering questions that i ask myself, i do what i encourage others to do because it has made such a tremendous difference in my life and my work and my success and my happiness and my joy let’s talk about some questions that fund-raising that comes back to this whole idea. Fund-raising well, we’re okay, wait, wait, wait. You’re you’re a bit of an anarchist you’re taking over the show. It’s tony martignetti non-profit radio not marcie, i’m non-profit radio watch it put you off. Well, i’m so excited to get to these. We’ll have sam cut you off. I’ll tap dance for half an hour. Don’t worry about it. Okay? No, wait, wait. Before we get to the questions of what we were, i don’t think we spent enough time on changing your mind. Set you as the fundraiser, changing your mind set so that you can empower yourself to have these. Create relationships that create joyful donors. Could spend some more time with that. Changing your own mindset. No, you don’t want to. Well, tony, that i think that that’s what i was trying to say. So let me start with a little bit older, and that is that first up, you have to first off it’s some level you have to take on that this is valid. So you’re not to say, oh, my gosh, that woman why did he have her on? And i will tell you that when i look out in my speaking audiences, i couldjust pick him out. I can pick out the people that are going okay, put the pan away. This is going to be one of those sessions. And then what fun is that? If they hang in there with me, they will get to the point where they come around saying, gosh, i really would like to be able to raise dollars like this. I think i might just wanna listen to this or instead of shutting down with those feelings like oh, i’ve heard this before. Yeah, yeah, yeah, i know all about that now. We got one of those positive people in our office drives me nuts. So if they will step back and be sincere about looking at it, one of the ways that most quickly you can change this mindset is to simply try saying what disempowering questions do i ask myself? So you have to be a little self aware and then to say, how can i change that into ah, into an empowering question into a positive questions? Okay? And you have given us ah, good number of examples, including for me. Thank you. I’m going to be working on why are speaking gigs coming to me with such great abundance? All right, all right. I’m gonna work on that each day. But now you gave us other examples to all right? You know, this is, uh, it’s really? You know, it requires introspection, right? Okay. Okay. Months. Come back down to again. That that, you know, what’s what’s in ourselves. What’s inside of us comes out of our mouth what’s in your head comes out of your mouth within your head comes out of your mouth. You know, if you’ve ever tried if you’re ever really annoyed with somebody ah, and you think i’m just gonna let this go? I am not going toe. This is not going to eat away at me, i’m gonna and and you don’t deal with it somehow you don’t either consciously forgive it or you write it down on something and rip it up or throw it away. You know? They’ll come that day when you’re tired or that person comes in front of you and you say, uh, you’re doing this and i hate it when you do this, and i hated one of you better data and it comes out, you what’s inside with inside will will matriculated out if we don’t if we don’t challenge it or deal with it a lot of times, it’s fear based its anger based, um and those are things that we have to we have to look at in our world of may i talk about they i talked only about our world of raising major dollars. And now these questions class over from our personal side to our more professional side. Yeah, ok, there’s. Some other places i want to go to. So go ahead, take a minute. Yeah, but i think about, you know what kinds of questions do it. Why is it so hard to raise money? So many lack mindset center in armonk. You know, there’s, not enough out there. Uh, why would people give to this organization when therefore others that do the same thing? Or why would they give here? They think the government should fund this, um, or it’s just so hard about, you know, why is it so hard to talk about asking for money? And i liked instead, really, look at some of those questions and say, why does money come to me and so easily? Why are people so eager to meet with me about my mission? Why is this project attracting so many supporters? Why are people so eager to support my organization? Why do people, tony? Why do people have more than enough money to invest in my organisation in this cause? All right, why don’t i take just the right step to match perspective givers with my mission? Okay. All right. All all positive. Excellent. And what i love about podcast is people could go back and slide the slider back two minutes or so and hear all those again and again. I hope they do. Marshall what’s your you have the relationship action plan. What is that? Well, i’m sure that many of your listeners are familiar with kind of a cycle development or a cycle of fund-raising and and i had to redo that because it didn’t work for me. That’s the moves you’re referring to moves management? Yeah, kind of in the fact that we have cultivation, solicitation and stewardship and, you know, we cultivate allowed in wisconsin, but it’s for corn cheese cheese, too? Well, yeah, you know, actually, i’m in new york and why i just eat it or whatever, just you just keep producing it and shipping it over here, and we’ll eat it in new york. I don’t have to i don’t know the back story it’s a deal, but instead there’s a fella and his name is doug lawson on dh he’s in texas, and he has been a consultant in our universe for years and years and years, and i still respect and admire him. And he said, philanthropy, this is how we defined philanthropy. Philanthropy is the mystical mingling so it’s, not an exact science. I’m a biochemist by training, by the way, so i get exact science. But philanthropy is the mystical mingling of a joyous giver, an artful askar and a grateful recipient? No, that’s cool. Say that one more time. So say one more time philanthropy is the mystical mingling of a joyous giver, an artful askar and a grateful recipient. Yeah, all right, that’s. The whole premise of my book, tony, and and what we’ve done is we put that on a cycle my colleague don grey and i where were instead of cultivation, we create a joyful giver where, instead of solicitation, we make an artful act where, instead of stewardship, we demonstrate how were the grateful recipient, we demonstrate that appreciation and that’s the cycle that we want to go around. And so you ask me about a relationship action plan? What a relationship action plan is there a rap? Is that it kind of our thoughtful, considered, uh, series of touches that we do with our major donors? Napor i’ll tell you, tony, my students are telling me that it’s not just limited to major donors, that it can be used in the annual fund, that it can be used to recruit a boardmember that it it really is appropriate for almost every aspect of my life. My sixteen year old uses it to talk about why he shouldn’t have to make his bed so it can be applied a lot of different ways. Okay? And that that rap, of course, is the rap is our a p not woronkowicz there’ll be a warped? You don’t wantto warped relationship action plan that will be a rap also, but no, no, i don’t want the red line through that. We don’t want the world to plan we want just are you okay? But it’s our thoughtful plan for what we’re doing it’s not justice, you know i’m gonna wing it. Um especially are major donors they’re way too important. I respect them. I’m i’m concerned and vested in them having the best experience they can have with my organization. I want them. And one of the things that we tend to forget about it is we we make that our phil ask and they say yes and then we say great. Now, where’s the next one, i’m going to go out and ask for money for no, no, no, no, no that’s when we really have to say how can i really be that grateful recipient? What things can i do with them? What experiences can they have? That really go beyond demonstrating the impact of their giving, but really make them recognize and feel that i appreciate what they’ve done for this organization, that we are grateful for their investment with us. You know, so often we say that it’s important to do stewardship because it leads to the next gift to me it does, but to me that’s the wrong reason to do artful and thoughtful stewardship because the donor, the giver, has the right to deserve e-giving that the donor needs to, you know it, how’d it? How should we be treating each other here on planet earth that giving the priority to saying thank you to show that since their appreciation, one of my favorite questions for donors is to say, okay, help me understand what can i do? What what experiences, what people, what activities, what would help you best know how sincerely grateful i am that you chose to invest in this organization. All right, i want to know that what’s the role of ah, your service, suggesting it visualizations in fund-raising. Um for me, it’s not i think that people who convince jewel lies like i look at one of my i am a badger fans through and through and russell wilson is, of course, somebody who played with the badgers now is with the seattle seahawks and he talking about sports now, i don’t know anything about sports is best is basketball, the one with home runs, no basketball one that’s going on right now for the badgers, tony, that i’m sacrificing, too, being with badgers, i okay, that’s, obviously a wisconsin team. Okay, good, i hope the badgers do well, i don’t know them, but go ahead, but try not to do too deep into sports because you’ll lose me, okay? I think that a lot of time in that arena, though, we talk about the fact that people see something happening before it happens. That to me is visual ization on, and i guess i used visualization in the world of major gift fund-raising in that and that i do see donors that i’m working with, happy with their giving outcomes. I do take time to see people down the road, delighted with what they’ve done and i try. To spend some time seeing that. But i’m not as good at that as i am actually asking my questions. That’s. Why i come back to the question, because the questions draw my thoughts to the positive side. All right, marcie, i want you to work on something. I want you to work on something each day. I want you to ask, why am i such a good visual izer? We’re going to we’re going to beef up here. We’re going to beef up your visualization skills. All right? Why am i such a good visual, isar? Because these air interesting, you know, i visualize sometimes when i’m sending email, i try i don’t i’ve never pulled the recipients, so i don’t know whether this has any validity whatsoever, so it could just be me spewing nonsense, but sometimes i try to convey emotion in an email when i don’t have a choice. I don’t have time for the call or i know the person’s not available or whatever the situation, because i try not to use email for serious conversations, but when i have to, for some reason i try to visualize the way the person is receiving it, and and i think about the emotion that i’m sending it with. I don’t know if it does any good, but like i said, i have no nothing to back that up, but it’s ah it’s a form of visualization, i think tony and i think that one, because if there’s anything, and in fact, i’m going to embrace your question just with that way, because if i could have back the time that i’ve heard other people through email when the way they interpret it, what i said totally is a surprise to me. Really still no that’s, not at all what i meant by those words. I got this an email i think can be so misunderstood. Oh, gosh. And sometimes and a lot of time, folks will say to me that they spend, you know, they spend a half an hour writing a three sentence email because it’s so important to them that the words are not misunderstood. So i think that’s an excellent, excellent strategy. Why am i such a good visual, isar? And as i send that email, i’m going to match in the other person, opening that email up and reading it withy intense the intention, the spirit with which i sent it. We have to take braking again, marcie, for a couple moments hanging there with us. I know you will. You not go anywhere. We’ll talk a little about attracting what you want for your donors and some mindfulness, which were all touching around, but we’ll get to it specifically stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they are levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Jonah helper has a new book coming out. We’re gonna get him on. When? When that book is released, more live. Listen, love it’s incredible! The abundance. I’m not even visualizing and the abundance is coming. Somerville, new jersey live listener live out the somerville, new jersey and flushing, new york live listener lived to you going abroad. Masato job japan. Konnichiwa and islamabad, pakistan live listener lived to you as well. Okay, marcy, i’m, um so you will. You will take time to be in your office and you will visualize your donors being a specific donorsearch being joyful about their gift. I don’t have that right. I think tony it’s more that everything i do. I approach the whole idea of raising money from the place of i want to do i want to be the conduit between between that the mission and what will bring my donor the most joy in investing in and my Job is to partner those 2 things together. And when i come to it from that perspective instead of g how can i get him to give? How can i get the money? You know, you know, do i need to talk? To him this what if i do this? What if i do that? That kind of manipulative approach it just makes for a different relationship? And the reason that it’s so exciting for me to have been at the same place for so long is i really experienced what we talk about, where a donor may start with the annual fund. Not everybody does this path the same way i realize that, but then they start making they start making larger gift, and eventually, when you work with them on that ultimate gift, that the transformational gift when you’ve had of the opportunity, the privilege to walk side by side with that donor over a lifetime of e-giving it’s, it’s just really inspiring it’s just really a great thing to experience and see that the joy that donors have in investing and if we talk to them from a lack perspective, if we say to them are are we don’t have enough money, scarcity costs are going up and pour us, and we’re victims mean, tony, how many successful victims do you know? You’re talking about the scarcity mindset versus the versus abundance? Okay, you know, i saw something on your site a tte marcie. I’m dot com nothing. Nothing changes if you don’t change. Hi. So that’s basically you’re saying, if you keep doing the same things, you’re going to get the same outcomes, right? All right. Right. And and that’s where? That’s where tony i am, i am really bringing some different from different skills than i ever thought i would dio into my work with people in the nonprofit world because i found that they see so many how to you know how to write a letter, you know how to make a major gift call how to do this out of you know how, how to when what they really have to stop and spend time on is what’s going on in my head, that’s getting in the way of me, really working with the donors i’m trying to work with, uh, and a lot of times there’s some now there’s. Some lack mindsets, there’s, some insecurities, there’s, some real fears. There’s some riel fine sets about money. Money is the root of all evil. You know that there’s junk going on. And that, i believe, gets in the way of our success more than some. Of our skillsets, but yet we keep gravitating towards that. Skillsets you know, i’ve got it. I’ve just got to know more about planned giving vehicles. Boy, it’s really prevalent and in your area, tony, you know, oh, if i just knew maura about no stock and the fact that you can deduct it for thirty percent of our adjusted gross income here, the gifts and five years after, i just knew more of the hat. When really it’s it’s about when our donor wants to accomplish in having our organization, something they’re so passionate about, be able to do their good work and into perpetuity forever. You want to share a story about a joyful donor? Oh, there’s somebody that come to mind. I don’t think i will learn what to do with the cranberry grower. I’m from wisconsin, okay? And his name is guy and please, he was somebody who was involved only as an annual donor until his father got to be older and he was going to take over the crime, very marsh and he came to me and he said he wanted to do something something, you know, i didn’t know he wanted to do something for his father and and his father’s health was a little bit challenged, so we talked about what that might look like, and we talked about, you know, and i we talked about what would make him forever feel excited and delighted every time he thought about what he had done in honor of his father started out in honor of his father, and we looked at would that be connected is being a student now his dad really wasn’t a student, he waas, but his dad wasn’t what that be know what that be? Some research because certainly the research had help them be successful, not went really be. He do a lot of the researchers. Well, well, actually, that’s. Where it is it’s, about no it’s about the relationship he had with some of the faculty who came out and helped him when he had troubles with the cranberries. And whether that was in off paston, insect, past whatever it was. And so we ended up looking at. In tao ing of researcher two be ableto focus solely on cranberry issues at the university, and eventually the gift that he made through a variety of of different investment was to endow a chair in cranberry research, and his father lived for the first chair to be awarded. Um and i and i’ll never forget the day. I mean, i was just never forget today where his dad beamed and he beamed and there was nothing manipulative about it. There was nothing, uh, it was it was a marvelous journey towards that outcome, and to this day guy is is pleased and honored and delighted to share that story of what he did in honor of his dad with anybody who would like to hear it most wasn’t important about it is i’ve long since left the university and he’s gone, but we still exchange holiday greetings and we’re still friends, and i understand that you can’t get too close to your donors, and yes, we’re professionals and all of that. But you know what starita they’re sharing with you some things that are very personal way, we have to leave it there. Marcie, i’m sorry to cut you. Off martin marcy, we have to leave it there. I’m sorry, the why do i not have more time to spend with marcie? I’m but i don’t, you’ll find her at marcy, i’m dot com, and on twitter at marcy hime. Thank you very, very much for sharing. Thank you. Tony was delightful to be here next week. You’re bored as ambassadors, training your board to tell your story confidently and smartly. Roger sammer’s will be with me if you missed any part of today’s show, find it on tony martignetti dot com. Naturally, where else would you go? Of course, our creative producer is claire meyerhoff. Sam liebowitz is the line producer, shows social media is by susan chavez, susan chavez. Dot com on our music is by scott stein. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best yes, check this out from seth godin this’s, the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist. I took two or three years for foundation staff to sort of dane toe add an email address their card, it was like it was phone. This email thing is fired-up that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 21, 2014: Ask When Not Asking & What Are The Wealthy Thinking?

Big Nonprofit Ideas for the Other 95%

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Marci Brenholz: Ask When Not Asking

Marcy Brenholz at Fundraising Day 2014
Marcy Brenholz at Fundraising Day 2014

Strong, real donor-centered programs will save you money because you’ll hold onto existing donors rather than having to find new ones. Marci Brenholz knows how. She is director of development at the Ralph Lauren Center for Cancer Care and Prevention.

 

 

 

Glen Macdonald & Stacy Palmer: What Are The Wealthy Thinking?

Glen Macdonald & Stacy Palmer at Fundraising Day 2014
Glen Macdonald & Stacy Palmer at Fundraising Day 2014

Stacy Palmer & Glen Macdonald dish on the changing landscape of philanthropy: what giving habits persist and what new trends are developing. Stacy is editor of The Chronicle of Philanthropy and Glen is president of Wealth & Giving Forum

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Oh, i’m glad you’re with me. I’d be forced to endure scleroderma if i had the itchy feeling that you missed today’s show ask when not asking strong riel donor-centric programs will save you money because you’ll hold onto existing donors rather than having to find new ones. Marcy brenholz knows how she is director of development at the ralph lauren center for cancer care and prevention that was recorded at fund-raising day two thousand fourteen this past june. And what are the wealthy thinking stacy palmer and glenn mcdonald dish on the changing landscape of philanthropy? What e-giving habits persist and what new trends are developing? Stacy is editor of the chronicle of philanthropy and glenn is president of wealth and giving forum that’s, also from fund-raising day on tony’s take two thank you, responsive by generosity. Siri’s hosting multi charity five k runs and walks here is my interview with marci marci brenholz on asked when you’re not asking. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen, we’re at the marriott marquis hotel in times square, new york city with me now is marcy brenholz her seminar topic is howto ask when you aren’t asking. Morsi is director of development for the ralph lauren center for cancer care and prevention. Marcy brenholz welcome to the show. Thank you, tony. Good to be here. Thank you. What a pleasure to have you how teo latto asking. You aren’t asking what are what are non-profits not quite getting right about stewardship. Well, i think you know, in this day and age, we have a lot of focus on acquisition and acquisition is really expensive. So there’s direct costs like buying lists. If you’re doing direct mail there’s also staff costs for prospect research and things like that. It’s a lot less expensive toe hold onto the donors you already have. But it’s not the easiest thing to do. So in the seminar, i’m going to kind of break it down into two things that you can do. What is getting your house in order at your organization? So meaning your acknowledgement processes streamlined. You have a great way of recognizing staff might redo your cash reports, some kind of really boring things, like that make an assessment of what kind of stewardship each department is doing. If you’re a bigger organization on dh, then the more fun part of it is to think about what you have to offer to your donor’s that’s really special? Do you have access to celebrities? And that doesn’t necessarily mean, you know, beyonce and jay z. It could be an expert in the field where you work. It could be a great event that you do. You could add on opening session for special donors. There could be travel any number of things that you can do to make donors really feel like they’re part of your work. All right, so why don’t we start with the, uh, the more dry but still important? Yeah, right? You’ve got to get yourself in order before you could go outside. Yeah, we have a good amount of time together. So that’s, where should we start with assessing? I mean, how do we figure out where we’re what do we need to look at? You figure out where we are and then we’ll look at where we gotta go. Yeah, well, i think it depends on the size of your organization. So the case study that i’m going to use is from the u s fund for unicef, where i worked for about three and a half years. It’s a bigger organization, a bigger staff. So what we did is we put together a working group. I mean, people hear the word words working group and just generally roll their eyes, but sometimes they can be effective. We made sure we had representation from all of our departments. And during the first meeting, we just talked about what we thought would be challenging for donors. Attention, soda place. Like the us fund, for instance, we acquired a lot of donors to emergencies the indian ocean tsunami, the haiti earthquake, et cetera. And then we really struggled to have plans about holding on to those donors. Okay, so we talked a lot about whether we were being donor-centric as an organization. So on a two inch of you, you’re my second of you so far from the first one was all about donor-centric zm he was ceo of food for the poor in florida on concerned about donor-centric sametz well, but trying to make it true, not just not just a flash phrase that doesn’t really have a meaning behind it yeah, it’s kind of a buzz word, but you know, the way i think about being donor-centric and if it’s not kind of resonating for you, every fundraiser kind of has low moments, you know? Why did i why did i become a fundraiser? Why am i doing this on dh for me going back to being donor-centric can make you feel better in a way if you think about why donors are given to you and how much of their time and personal resource is there devoting because they believe in your cause, it makes you want to be donor-centric it makes you want to be a good friend in a way, you know, if you have a friend who’s, incredibly supportive and thoughtful, who remembers your birthday always asks you about important things in your life, you know, who shows up at your party with a great hostess gift every time, and then you do nothing in return, you’re not being a good friend, so that’s like being donor-centric if the donor is so generous to you, but you’re not respectful of his or her wishes, you know? You’re just not doing the right thing, there’s such a thing is doing the right thing so well, where should we look specifically to determine whether we are doing the right thing? Well, our marketing communications our, which includes the website print and, you know, let’s, let’s, drill down to some some of the things we should be looking at. Specifically, i think probably where to start is financial accountability that’s also kind of a buzz word these days, i think, but making sure that you’re letting your daughter so and this is the drier stuff again, this is the getting your house in order, making sure that your donor’s know where their money is going and making sure that you’re respecting where they told you they wanted it to go. You know, there’s some great donors who say here’s, some money, i don’t care what you do, it could be operating costs, it can be salaries, and then there are other donors who say no, i really wanted to go to the specific program and we have to make sure that we’re being a countable to the donors on and i liked your work too respectful, yeah, respectful of what their wishes when when they do don’t make a designation right back to the friendship example, you know, it’s just what’s the right thing in the friendship. In the exchange you mentioned website it’s a great point, you know, there are all of these charity rating organizations now, including charney navigator, who look at two things they look at your your finances so they’ll read through your audited financial statements in your nine nineties. They also want to see certain things posted on your website, and that includes your audits and your nine nineties on dure leadership staff. And you have to really be telling donors how you run your organization and not be afraid of letting them, and i think we’re often afraid that donors will find something out about us that they don’t like and that’s what marketing communications has forts it’s for telling the story, but you really do have to be pretty open with your donors. I think in the more sophisticated days where we live, so making sure that that stuff is up on your website is great for ratings on charity navigator, but again, it’s just the right thing to do. Also interesting. Parallel about not not fearing letting donors in. I think of a parallel with social media know what? Everybody’s got a facebook page now, but the early fear was what if donors post comments that we don’t like, right? And there haven’t been many instances of that, and when it does happen, it’s an open communication and if it’s, of course, if it’s blatant and doesn’t belong, that can always be eliminated. Deleted but but that’s that’s the that’s, the that’s, the rare rare exception yeah, no it’s it’s a conversation, right? It’s it’s a dialogue, and so we shouldn’t fear the openness. And now facebook pages are rampant but seven hundred wherever five or seven years ago probono heimans many, seven, five, four, five years ago, the fear was when we can’t let donors post on our our our new facebook page, they might say things we don’t like, right? Yeah, reputational risk is obviously huge and the problem with the google accessible world right? Is that you confined if there was a faux pas non-profits passed it’s just like any person it’s going to be on the internet? So if some risk to your effort, reputation occurs it. Lasts forever, so it makes a lot of sense that we’re apprehensive, but i think you’re making a great point if someone comes out, whether it’s on your facebook page or if they send you a private message and says i’m really worried about some aspect of your business practices, i’m really worried about your program design it’s a great opportunity to be able to say, you know what? This is how we really do it. Let’s, let’s have a conversation. So yeah, i mean, it’s a lot to manage its a lot more to manage than we’ve ever had, but i agree, it’s a good opportunity to be out there on that person who’s saying that to you cares about you? Yeah, if they didn’t care, they were just written you off and said they’re screwing it up, you know? I’m not gonna bother, but they do care enough to to learn and maybe and they’re even trying to help. Yeah, and just to bring it back to donor intention to kind of tar tar topic, if someone cares and they have a concern and you address it, you probably have that person for life, right? I mean, you if you’re honest, if you’re open, if you’re thoughtful about how you’re telling your story, you’re going to be able to hang onto two donors and it’s better in the long run for your business. What else should we be doing? Internal e-giving getting our own house in order? Welchlin look, so i think once you’re kind of clear they are out there that you’re financially accountable than a lot of what i encountered when i was looking at stewardship again, i’m using the us fundez and fundez an example, but there’s this’s applicability. Other places, too, is how motivated staff were to retain donors, so sometimes that way organisations put together their cash report or the way that they recognize fundraisers might recognize acquisition more than it recognizes retention. So just making sure that you’re you’re making sure that it’s really a priority for your staff and they’re being recognized and evaluated on the right, the right kind of metrics, right attention as well as acquisition? Yeah, exactly and internally, a lot of organizations have started to measure their retention, but they don’t necessarily measure upgrades or donorsearch atis faction and i’m just going to name check here because this is not something that i thought of this is actually from karen osborne of the osborne group, and these are her recommendations specifically to measure retention upgrades and donorsearch atis faction as a wayto make sure that you have a healthy stewardship for donor relations program going on, so some organizations are not even measuring retention necessarily. So that’s a great place to start, but measuring how often you’re moving, the donors up the pipeline that’s also really helpful, and then whether or not donors think that your mission is crucial whether they feel that you’re one of their top five organizations, how committed are they to you that reflects on how you’re communicating with them? How do you how do you judge these things? Well, if you have a donor database again, i’m talking about a little bit of a bigger organization. You can actually run reports on these kinds of things. You can set them up in an ornament. Sorry. That’s what i meant. Donors feel that your mission is critical. Are you one of their top five charities? That’s gotta be done by survey conversation. Yeah. So if you want to do, you can do a doner satisfaction survey with smaller donors, you can do it online, but you can also sit down when you’re talking about major donors are board members you, khun do individual interviews with them where you’re really not asking them? So why i called the session howto ask when you’re not asking, i hope everyone doesn’t show up and think, oh good, i don’t have to solicit anymore marcie’s going to tell me how it’s more, what are the moves that you’re doing in between? The asks that are making the donor feel really good and really invested in you? So sitting down and talking to them about what they think about the organization without asking them to write a check is could be a good move, you know that old saying if you want to ask for money, ask for advice, it’s like that? Yeah, so you would do it face to face or you could do, you know, an online survey or something like that and agree maybe to do it every two or three years, you know what i’m talking about really takes a lot of resource is and not every small organization, so now i’m a one. Person shop at my new job on dh. This kind of thing is probably going to be a little bit more challenging than it was when i had more research. Resource is at a bigger place, so there’s that, too. But you’re going, you’re going to find a way. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Now, so one person fund-raising shop, you are talking to donors a lot. Yeah, so? So some of these questions could weave their way into your daily conversations with donors. Maybe not everyone, right? But you can sample, right? Yeah. And one of the things that i’m doing so there was ah, one year gap between development directors at the ralph lauren center. So some of the things that i’m doing there are sort of resurrecting some relationships that we had before. And i’m making sure that there’s no stone unturned if you’ve given money to us before, if you cared about us before, i’m going to try to bring you back. You can’t be successful all the time. You’re gonna lose some donors. People’s circumstances change. It might have nothing to do with your organization. But it’s really important to make sure that you’re being very methodical about renewing let’s let’s, switch to the more fun the donor side of good donorsearch worship. Yeah, so i had a great experience again at the u s fund for unicef. Where i put together are a major donor e-giving society now abel he managed by another colleague at the us fund-raising donors we decided to talk to our board members about what they might like to see. So when you structure a major donor giving society, you’re basically putting together a list of tiered benefits and that’s also an important part of putting your house in order. What are you offering to donors? A different levels is a consistent who are the donors that your leadership and board members need to be involved with? And you have plans for howto steward those donors. So with us one farina’s have is lucky they have a lot of board members, so they have a national board and then seven regional board. So some people may say that’s very unlucky that’s true. Thankfully, it was thankfully was fortunate for the for the us fund. These board members are great. I’m a board relations person, so right, i think that’s great and some people think it’s a nightmare. Now i have an eight person board, so i’ve, you know, i’ve gone on, but they have about probably about one hundred twenty five port members between all those groups, and we did some surveying of them and i’m not saying that these air the answers you would get from every a group of board members, but this is the kind of thing that, like on your terrible worst day, you just think about it and feel good. These board members were like, i don’t care about recognition that’s fine, i just want to be more connected to the mission. I just want to talk, teo, the workers in the field and really understand what you do. They were looking for these really meaningful engagement opportunities. It wasn’t like, oh, yeah, i’d like a tote bag or i’d really like to meet beyonce when i’m named checking her, maybe she’ll call me, uh, you know, they really wanted more programmatic depth, and they also wanted to network and connect with each other, so we tried to build benefits that felt a little bit less transactional and more i’m kind of life affirming. Like what? What? What were a couple of examples? Well, you know, again, this is not something that everyone can offer, but travel to the field is an example at a certain ok, but a small organization, maybe maybe it’s not travel to on exotic country, but maybe welcome to the to our office. Yeah. To the place where we’re serving people that you’ve never seen yu know we internally take it for granted because it’s on the floor below us who’s down the hall, but our donors have never seen it however modest you may think it is. It might mean the world to the donor to be invited. Absolutely, i mean at the ralph lauren center. So i work on site at the cancer center it’s in harlem on one hundred twenty fourth and madison, i’ll be honest, a lot of donors don’t go up to that neighborhood very often because of the involvement of ralph lauren. The center is really beautiful looking, and i love walking in there every day and seeing the patients in the in the waiting room, not it’s, a very unhappy time for the patients, but i feel really connected to them into the mission, and we do a lot of site visits at the ralph lauren center. Before unicef, i worked at a education non-profit called learning leaders, and we did school volunteerism, so we used to do a lot of site visits to schools, and that was great. And whenever i was feeling kind of disconnected. Elearning leaders, i would get up and go to a school and be like, okay, this is why i’m doing this, so yeah, the travel with units of the little sexier right, every charity has got someplace that you can come. Yes, absolutely. Or some meeting that you can come to that you haven’t previously been invited too. Yeah, something is going on at your charity. I just went teo, a special events training session at robin hood. So the ralph lauren center is a robin, but grantee on the special event staff was sharing that their donors love to come to their office and just see where the work is done. So just just the administrative, like, ministerial type officers. Yeah, i mean, the stuff that the people who work there take for granted every day that has no interest. I mean, it has interested them, but it would never think of inviting an outsider. But you got it. We got stop thinking like that. They’re not outsiders, they’re insiders, and we want to welcome them. Welcome to the workplace. Yeah, you do it one day a month, who have a bunch of invite a bunch of people and have a breakfast and maybe you know that that half a day a month becomes mohr donor-centric yeah, then the other nineteen and a half workdays that you have in the book. Yeah, absolutely. And i think that’s why i found the responses from the board members of the u s funds so encouraging, they were saying exactly what you’re saying. We want to know how you do your work. We want to really drill down with you. We’re not necessarily looking for a lots of glitzy stuff we want we want the day to day and it kind of relates financial accountability also fixing your bike so it doesn’t fall off table, right? I’m i’m getting violent with my mike. I’m better that way. Yeah, although we’re close enough, you could. But if you should appreciate, you’re not breaking down that you haven’t done anything. Yeah, it’s been it’s been ok? Not feeling your mind myself across the line either of this relates back to financial accountability again, if we’re afraid to let donors in, then they’re not going to come closer to us and we want them to be closer. That’s not every single donor, but the important. Ones and the ones who care. So yeah. That’s. The interesting part that was so us fund for unicef. It was travel abroad. Make clear that it could be traveling to your administrative office. Yes. What else? What else did you do on the outside? It could be also in individualized reporting. So back to how donors want their money spent. You know, a lot of us do kind of ah, general operating support report, which is okay, but at certain levels, you really want to make sure that you’re doing an individualized report and, you know a lot, i think most of us do this, but that was included because unicef being such a big place, sometimes people were getting a more generalized report and not feeling like we were really drilling down into the program that they wanted to support. Then we did a couple of other things, like at the higher levels dinner hosted by a boardmember dinner hosted by the global unicef executive director. So that thing that i said about celebrities before a lot of people think that tony lake who’s, the executive director of unicef globally, is a celebrity in the world of you. Know, international charitable work people really want to meet mr lake and he’s more of an academic than he is anything else but that’s really interesting to donors. So we did travel to see unicef’s work in the field, and then unicef has some other interesting international properties to visit there’s, a research center in florence there’s a supply division in copenhagen, so travel to those places also, which is again inner workings. Okay, way covered travel. Yeah, but but your phone is ringing. I think it was beyonce. I heard a phone ringing. This is more important. I mean, i’ll get to her after i agree. You’re everything in the world in your life has brought you to this moment. Exactly don’t want to surrender it to be on no side. It might have been someone else’s phone. I heard that you could actually be calling. I always keep mine on site could be calling somebody else. I’m sorry, it’s. All right, you’re next on the list. I’m sure i’m sure i’m sure up. What else? Way put on there. So receptions before big events for having a gallery. You don’t spend a lot of money to add a small reception before you’ve already got the space, the caterer is already coming. Yeah, marginal cost of that before or after reception, especially when you’re putting on a bigger event on that gets to the donors wanting to network with each other and to know each other. They don’t always get to be in the same place either. And, you know, a boardmember meeting or another kind of meeting isn’t always the best place to network. So something like that, which is a lot of my my work is planned e-giving consulting way. Do a lot of those vips receptions before the larger event? Right? Another thing that doesn’t cost much is v i p seating at an event? Yeah, it costs nothing. It cost the couple strips of masking tape. Yeah, mask often area and and have vips seating for an event you’ve already paid for the tickets. For you’ve already got the seats rope off ten or twelve seats for vips. People feel like the world way because the i p c yeah, and, you know, what’s funny about that. We’re already doing it right when you think about it. When you’re doing your gallus eating, you are putting your most important people in the front, but they don’t know that we’re not revealing our methods. So if you make that a little more open and say by the way we’re going to, we’re gonna give you the best seats here this important, i think, you know, we’re continuing on that theme of tell your donors what you’re doing, and it might make them feel good, so yeah, great. Ok. Ok. What else? We still have a couple minutes left. Marcie. What? What else? What else can we talk about? Well, we could talk about volunteer opportunities. Maybe. I think that that is a big saying. That’s emerging volunteers helping with stewardship donors having volunteer opportunities to make you feel more engaged. Because i think it’s emerging as a theme because corporate supporters often are asking while how can my employees come for a day and do something and it’s a little bit difficult for some organizations to figure out how to do that? I had the luck. This is back. Tio. Sometimes stewardship moves are a little easier at one place or another. A little more obvious. When i worked at a volunteer organization, i got a lot of my donors and my board members through a pipeline of one particular volunteer program, which was an art program, and it just attracted the kind of volunteers who were also able to be donors. Not everybody has that. So ralph lauren center does a lot of stuff with our physical plants, having people come in and paint having people come in and plant flowers outside. You know, i just think it’s important to make sure that you have at least a couple just up your sleeve and ready to go a couple of volunteer opportunities in case either of corporate supporter asks or, you know, a group of boardmember xero group of donors say, i don’t really feel like writing another check. What can i do so that’s, you know, i think that’s big and a lot of donors also want to do things that involve their children and family. Family philanthropy is such a big emerging topic, so if you can think of a program or volunteer opportunity where people can bring their children that’s also huge, we have just a couple of minutes left. What about the board’s role in the stewardship? Yeah, that’s a really good question. Okay, we’ll come up with one. Twenty. Only took me about twenty four minutes. Well, i mean, this is like a house in order. It’s, you know, it’s, the more kind of the more boring stuff. So i had mentioned that bored hosted annual dinner could be an interesting big storage it move. Thank you calls. Thank you. Notes all those kinds of things. I hear that from a lot of guests. Just get the board together, do it for an hour before a meeting. Right? And they’re going to get a great feeling from it themselves. And you’re just right. Just calling to say thank you, thank you. Nothing else. Don’t do don’t do anything more, you know, we’re not asking for anything more. Just calling to say thank you. And and a donor has gotten a call from from a pipe and the organization it’s a boardmember it’s really big it’s big you people. A lot of people in the international world love teo support the carter center because the carter center does great work, but also jimmy carter calls you. I’ve had a bunch of donors like president carter called me. Okay? So not everybody. Has jimmy carter, but it’s still important to hear from, you know, a leadership voice if you much you mentioned the executive director? Yeah, who’s not not really thought of as a celebrity in in in way, popular media, but within the organization within that mission. He’s very well known. Yeah, so it could just be somebody in your office. Exactly. And also, i didn’t mention loyalty recognition. I think calling donors and thanking them for gift that they’ve just given is fantastic. Don’t take that off of your roster, but five years in a row, ten years in a row recalling their thing irrespective of the size of the raft. Is that kind of loyalty? Yeah. Recognition for for the history. Yeah, how gracious and thoughtful is that if you just say thank you for giving to us for five consecutive years, we really appreciate it. That’s it and we didn’t care how much it was. Marcie, thank you very much. We have to leave it there. Thank you. My pleasure. Marcie brenholz. She is director of development for the ralph lauren center for cancer care and prevention. Thank you very much. More. See again. Thank you. You’re listening. To tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. Live listener love we got fort lee, new jersey, brooklyn, new york, jersey city, new jersey hutchisson in new jersey might that’s when my dad was born and raised in greenville hospital and has to live on mcadoo have in jersey city, but you probably that’s old jersey city, new york, new york, washington, d c live listener love to everyone let’s, go abroad paris, france bourgeois iran is with us live listener love to you. So is toronto, ontario and king city, ontario in canada, of course, tokyo connie chua beijing and she on in china. Ni hao and seoul, korea on your haserot we have a couple of others too, and they’ll be later on generosity siri’s you know them because they host five k runs and walks and i talk about him often two weeks ago. I am seed. They’re new york city event. Last week they were in philadelphia. Nine charities in philadelphia came together, raised seventy five thousand dollars, had a very fun event. The key is none of the nine are big enough to have hosted their own five k run walk. It just wouldn’t have enough people participating, but when the community comes together, great things can happen. Seventy five thousand dollars raised that’s what generosity siri’s does puts charities together in these events, and they have them coming up in new jersey and miami. Devlin is the ceo. Please tell him you’re from non-profit radio you could talk to dave lynn it’s seven one eight five o six nine triple seven or generosity siri’s dot com i thank you very much for supporting non-profit radio. We’re almost at ten thousand listeners each week very close and i thank you very much for being with us. There isn’t a thanksgiving show next week, so i’m giving my thanks this week to you very much for your support. I have to give a special mention to our outstanding monthly contributors maria semple, jean takagi and amy sample ward. They are so generous with their expertise for the benefit of all of us very, very grateful for them as well. Again, no show next week. This week i thank you very, very much for your support of non-profit radio. And there is a thank you video at tony martignetti dot com that’s tony’s take two for friday twenty first of november forty sixth show of the year here’s my interview with stacy palmer and glenn mcdonald about what the wealthy are thinking. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen we are at the marriott marquis hotel in times square, new york city with me now are stacy palmer and glenn mcdonald. Their workshop topic is whatthe wealthy. What are the wealthy thinking now? It’s a question, not a statement. We’re going to answer that question. Stacy palmer is editor of the chronicle of philanthropy and glenn mcdonald is president of wealth and giving forum stacy glen welcome. Thank you. Thank you for having us. Pleasure to have you, glenn let’s, start with you. What? What? What is this topical? About? What? What? What are the wealthy thinking now? Well, the first thing i want to say as a preface is that we like to categorize the wealthy as a homogenous group, but in fact, that’s really not fair of anybody are very diverse. I’m just like any cohort group that you would mention they spend this political spectrum young and old. You know that wealth can be minute very quickly, especially in silicon valley and and, interestingly enough with on that topic, you know, it is young generation that is spurring new trends. E-giving um, and the number one trend right now is thinking about their philanthropy across everything they do not just in the czechs, they write, meaning how they invest their portfolio and what sort of for-profit cos they invest in ones that they believed that they could be transformation on society. And i think that’s really the number one trend that i see on day are shifting the thinking of their parents and grand parents to be quite frank. And when you say the young, are we thinking of people in their thirties, you know, early, early twenties coming out of college and thinking about the business voices they make the careers, they want to be involved with, the types of companies they want to work for, they want their doing good and doing well and making money to be integrated into one it’s no longer separate, and i think that’s a trend that’s here to stay, and i’m sure we’ve read, you know, in the press in the chronicle philanthropy wall street journal that socially responsible investing and impact and interesting are considered alongside of the donations and grantmaking that foundations are making now. Right now. Stacey, what do you have to add? Early on, i agree that’s one of the big trends, the other thing that some people are starting to talk about is whether there’s a whole third wave of philanthropy coming among the young and whether mark zuckerberg really kick that off and he’s not even thirty yet. Ah, but by giving so much money to the silicon valley community foundation rather than setting up his own foundation, he said a model for the other ways of thinking about giving, not institution building, but really saying i want to do this differently and others may be following his model. So i think we are seeing a pretty big shift. Yeah, glen a third wave. I agree wholeheartedly, i think even before mark zuckerberg duitz warren buffett said, look, rather than build a new private foundation, i’m gonna give my money to bill gates. I respect him. I trust him. I like his work. I like his team he’s built. Why start over? I think, you know, station. I would probably agree that the proliferation of new foundations and new non-profits when a lot of great organizations have already been built, small and large, and everything in between already available to donors and in some respects, by giving to the community foundation what market burghdoff burgers saying, the staff is there, there’s, a lot of programs already in place, and we can be flexible because the community foundation structures allowed for flexibility, not only in the way they given the timing e-giving, but also in the number of programs that are available now. Those watching video will note that the room got darker, durney martignetti non-profit radio, a cz continuing. The overhead lights are flickering, a little bit of that coming on off, but it makes no difference. We persevere here non-profit radio, absolute. Nothing stops us earthquakes, bring them on. We will continue. We are not leaving this set until until we flush this out. Let’s see, let’s, talk a little more stacy about this this third wave, what else? What else characterizes this? You know, i think in addition to things like impact investing, we also see growing interest in merging political giving and philanthropic e-giving and thinking about the various ways that you can use your money to influence change. And of course, as came pain finance limits are basically going away. It’s easier for the wealthy to think about doing that when you think about the scale of their political giving compared to philanthropy, it’s so much smaller anyway, but they’re definitely looking at both ways to do things. I think that’s got good sides and bad sides. The good side is that they’re getting engaged to the bad side is people are starting to worry about whether the plutocrats are setting policy and are starting to hear more about that. I think that could kick back on philanthropy in some pretty serious way, so we have to talk about, you know, sort of are people going to be accused of of trying to sway public policy through their philanthropy and the wealthy, setting the setting, the agenda, setting the research research? Priorities indeed. But the flip side of that, of course, is that we all know that you can’t create change unless you change some systems with everybody influence if he’s been talking about that for so long, so in some ways you would think that they might be applauding the billion years for finally getting more engaged in public policy. But yet we don’t see that going to see you nodding a lot. Yes, absolutely agree, and i think that, you know, in some respects, there is some advocacy and political influence of the wealthy that are looking to take care of themselves by not having more taxes or limiting wreck regulations on businesses, and i think they’re the coke brothers are big example and tom style on the other side of the fence would say, well, yes, but i’m advocating on behalf of those who don’t have but you know that the challenge there is that while i think tom’s tires is well intentioned, that sometimes the billionaire’s advocating on behalf of those that are less fortunate don’t really see the issues at the depth that the underbelly really does and that they should be advocating for themselves and the only way to do that is, you know, frankly, this is getting bleeding out of philanthropy and into a political commentary is through true democracy. And so i think there is an issue and stacy’s spot on and saying, you know, by philanthropy and the ability to raise dot org’s toe, advocate and influence the political process, the challenges that will philanthropy get, you know, a little bit of a black spot when there’s so much goodness like in this room, you go upstairs, there’s a thousand organizations that are doing are wonderful things that nobody hears about it. And you don’t want the non-profit charitable sector and philanthropy world to be viewed as to to link tio, you know, just the wealthy influencing the way the political game happens because the real truth is it’s so much goes on underneath that’s. Wonderful. Yeah. Yeah. Stacy looked like you wanted to add. Well, and i also think part of it too is that there’s so much influenza b that doesn’t have anything to do with politics. And so that is we need to bear keep things in context. Yeah. What else? What else are you planning to your session? Is this afternoon, what else is on your minds for the for the audience? I think one of the things we’ll be talking about is the different ways to appeal to today’s donors and to talk about what kinds of things draw them in it’s not enough just to say that they’re motivated by a particular cause, but what kind of language do you use, teo, get them engaged, you know, do you need to talk about financial metrics when you’re appealing to an investor? Do you need to talk about how you’re fixing things when you’re talking to an entrepreneur? I was talking to a wealth advisor the other day who said she was advising an ophthalmologist, and he looks at everything through what people aren’t seeing because that’s what he does all day, you know, and so trying to think about donors in those ways, um, and what their professional obligations are, that that might shape what it is that they want to hear about how you draw them in and get them engaged. So we’ll talk about tips for doing that so segmenting absolute across your constituencies will want to share and share some of the some. Of those tips, but let’s not hold out on listeners. Well, again, i agree with stacy. You know, you know, the rail challenges that i say that that every individual who is a donor giver investor in for-profit solutions to social issues has his or her own own formula for wanting to give, and it involves the head and the heart and summer, morehead oriented and rational thinking about and they focus on outcomes and measurement more than the emotional joy of that comes sometimes from giving and everything in between. And i think that to stacey’s point and wealth advisers have the same challenge in managing money. They have to figure out what makes the person tick. And i think the most important thing and i think everybody in this room would agree, is what’s most important is the discovery processes, the listening and then the appeal khun b couched in the framework of the individual not in some standard way of of soliciting money asked the listening, listening whether that’s done through social media channels right at our one to one conversation with a survey. Yeah, i think that’s that’s something that i hear on the show often. Is that we’re not active listeners. And you love listeners. I have read of nine thousand of them. I do love them, and i listened to them. But they are sometimes not listening the way they need to be less exactly to their various constituents, whether that’s vendors on one hand or donors on the other. Yeah, someone’s trying to watch that. Okay. Background noise, bleeding in. 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Duitz one further thought i’d be interested in stacy’s perspective on this is i’m just getting to know her. Um, that comes to mind is, is that i’ve seen that the most committed philanthropists that really followed through on a long haul on and staying with heimans developing a strategy and then really staying through with an organization or an innovative not-for-profits leader that’s starting something new or social issues to address is is the ones who really do stay the course and have great impact and have patients for the outcomes. The right outcomes are those that have been introspective and been thought and taking a step back and not do something that’s trendy, but something that really means something to them or their families, but that takes a certain kind of investment and investors who are in for the long term and damp latto had a lot to say about that correct perfect example. Stacey, wait, we all know that one of the things that goes wrong in philanthropy all the time is that people follow the trendy they want to start new organizations and get excited about the next new thing instead of staying for the long haul. And in some ways, what we need to change the culture of philanthropy is to say, there are some of these organizations that are doing great work already if they just had more money and more support from their board members, they could do even more on and that’s not to say that the organization shouldn’t get started, but i think when people come into philanthropy, they just get excited about i’ve got this innovative idea, please back me instead of saying, wait a minute, who’s already doing terrific work and how can i get involved in the board and that’s? One of the things that non-profits really need is committed born members who will get involved and do that kind of thing is, well, it’s not enough just to write a check there’s some sentiment that the, uh, the passion takes over and r r system allows people to start a non-profit as long as they could meet some some not very high threshold requirements from the irs and that we never end up with a proliferation of charities duplicating overlapping rather than the person going through an existing charity and saying if you don’t have an opening for me on the board? Can we can i partner some other way with you exactly about this proliferation of non-profits means that you see that hurting us? Well, i think the stacey’s point at the beginning of this session that, you know, mark zuckerberg and and i added, you know, maura buffet to the mix and there’s more and more that are saying no, that isn’t the right thing, and i think they’re setting that example altum that others are starting to take a step back and ask that question, which is a good trend, and i also think there’s some consulting firms that are starting to encourage non-profits to think about partnerships and merging and consolidating programs into one and gaining scale and leverage across that that’s starting to happen. It’s we need more of it, and some of it was by necessity and some in our great recessional that’s, exactly the wayto nine crisis forced with lower funding and some issues that even someone doubt doubt organizations, you know, that poor performance on their operating budget suffered that that forced the issue. But it’s, it’s, it’s, it’s a trend that starting and what we need more of it. You know, no question, yeah, we have an op ed in our current issue that’s actually arguing for that and saying that, you know, really there needs to be more of mergers and acquisitions business in the new non-profit field thie incentives are totally different than in business, but we need to find ways to think about ways for strong organizations to work together, not just because the financial crisis caused it, but for reasons to extend the mission and to think about it that way. And sometimes, you know, we were just talking before about board members it’s often the board that gets in the way of a merger because they don’t want to give up their boardmember ship, we’ve got to find some other incentives for them because there’s plenty of roles for them to get involved. There are precious few consultants i’ve had one on sabrina lamb, i think sabrina lamp consultant’s doing latto advising around merger, acquisition and or even just joint ventures, partnerships and not always for fund-raising purposes, but for a longer time, you know, just mission that mission achievement, there’s that that overlap is, uh, can be hurt can’t be hurting us. Back-up what other? Any other strategies around the the topics of listening? I think one of the things that many fundraisers find challenging is that even if they are the ones who are doing the listening, getting the ceo, getting other people on the staff, teo do that listening is much more of a culture shift home. And so one of the messages i think well osili talk about today is how to engage the chief executive and other people in the organization to see that talking to what it don’t cares about doesn’t mean sacrificing your ethics or, you know, getting in the way of letting the donor dictate the mission it’s just saying, how do you talk to them in a language that they understand and that appeals to them? And maybe they do actually have some good ideas about how you run your organization differently that were worth listening to, but i think you know so often, that’s one of the challenges fundraisers have is they get it, but not everybody in the organization corrected. On the flip side, you might be talking to a donor who is really it’s, a patriarchal matriarch, or maybe even the son. Of daughter of a wealthy family on dh sometimes the whole family’s going to be part of the decision process. So it makes that dynamic and challenge a little bit more complicated, because sometimes family members they seemingly be on the same page till the time comes for the check to be ripping and then there’s some symbol, wait a minute, that’s. Ah, that doesn’t really have it is not in concert with the mission of our private foundation and one orders yes, and the other going there’s no, and so look fundez that that’s why this is a profession i mean fund-raising is a huge challenge. You’ve gotto work the organization on the one hand and step, as stacy pointed out, on the other hand, sometimes the dynamics of the emotional dynamics of one individual donors end or the family dynamics associated with that donor is makes it a interesting challenge. If we’re seriously interested in listening, then we have to be asking questions the answers to which we need to be willing to hear couldn’t and they’re often not, and they’re often not couldn’t have said it better. I mean, you know, that’s why i mentioned the discovery process if that’s not part of the question set, whose else involved in this decision process? I know you have a private foundation to have professionals on the part of the private foundation that are going to influence this. Do you have other family members come teo going to come and weigh in on the decision? And should we be meeting with them and and so forth? There was absolute a lot of times, you know, for smaller and maybe even midsize shops they you need often, i think, an outside adviser to help facilitate this, this this process and a lot of the smaller shops, you know, they don’t just don’t have the wherewithal to bring someone in to facilitate a conversation on the board or conversation among among donors, you know that, and they and they’re so insular in their work that they’re not able to ask these these challenging questions. I think one of the things all non-profits no matter what size they are can seek out is professionals who want to give their time to facilitate something like that. Most people would like to help in organization in various ways, and, you know, we don’t think about the sort of skilled volunteering enough in the ways that people can help out. So i would say, you know, an organization of any size can really reach out to people who can help in that process on dh should be creative and thinking about that rather than just asking for money because you’re right, sometimes you need more that kind of coaching and that sort of thing. Clint, i think one of the things you talked about in our call was thinking about mentors for people who so, you know, thinking about the way people in their profession want to meet other people in their profession and that that’s a good way for non-profits to think about how to find new donors and volunteers, you had a couple of a couple of things on that was, well, we believe the weapon giving form we believe in pierre learning, so wait really exist to encourage greater philanthropy and in that regard now our sweet spot is emerging philanthropists. But we have other philanthropist comments tell their stories about how they developed their own form of forgiving and struggles and challenges. They asked themselves about how much to give and what’s the direction of my giving and howto i involve my family and how do i ensure that when i’m i’m not going to get dahna fatigue and so forth and so on? And it’s really? I think peer-to-peer learning in any field of endeavors is hugely important. That’s why there’s a lot of, you know, organizations like young presidents organization for ceos and so forth and so on, but even for non-profit professionals, i mean there’s a great a couple of organisations, they’re just i don’t if you heard of catch a fire. Oh, sure, back when stacey was talking about going to mention catch afire volunteermatch right, so in order to get, you know, if you need an accounting accounting or you need your having board challenges or you’re having, you know, they will find professionals who could help come in and advise non-profits on those issues and challenging than one new one i just heard about was inspiring capital that i mean, really just organize this year to help non-profits think about intellectual capital and capabilities they developed that might be a source of revenue stream because they developed this expertise, you know, i give you one. Example, a year up national, you know, organization that helped inner city youth find a pathway to self sustaining, you know, income and a great career and, you know, they become very well known, but they’ve really developed over the past fifteen years a great capability to only train young adults in inner cities, but also to stop thing properly and be on dso, you know, they have a model that’s that can compete with robert half, so they’re, you know, thinking about a revenue stream off of that that can help fund the organization, and i think more and more non-profits we’re gonna start doing the same thing, stacy, we have just a minute or so left one leave ah, parting thought something we haven’t we haven’t talked about that you plan to share one of the things that is clear and giving trends overall is that the affluent are the ones that are powering givings growth in america. We just saw e-giving yusa report come out and were it not for the wealthy, i don’t think we would have seen the good numbers that we saw so making sure that every organization of every size reaches out to these individuals is really important rather than focusing on things like special events and other kinds of things, i think almost every organization has the capacity to get what is for them a major gift, and there really should be thinking about that and important for them for then everybody doesn’t need to be going after seven, seven, eight, nine figure give exactly a ten thousand dollar gift might be a big gift for you. Go for it. Excellent. We’re gonna leave right there. Well, but i love that alright. Stacy palmer, editor of the chronicle of philanthropy, and glenn mcdonald, president of wealth and giving forum thank you both very much. Thank you for happiness. Thank you. Turning my pleasure it’s tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen thank you so much for being with us. Thanks to everybody at fund-raising day two thousand fourteen next week happy thanksgiving. I hope you enjoy your time very much with loved ones and friends take the time. Enjoy take a nap over the long weekend. I’m a big fan of naps indulge no show next week if you missed any part of today’s show, find it on. Tony martignetti non-profit radio no finding on tony martignetti dot com non-profit radio just rolls off my tongue, it’s it’s in my sleeping. Then i’m saying it. You’ll find info at tony martignetti dot com generosity siri’s, good things happening when small charities work together. Generosity, siri’s, dot com. Our creative producer is claire meyerhoff. This week’s line producer is janice taylor. Shows social media is by julia campbell of jake campbell. Social marketing on the remote producer of tony martignetti non-profit video is john federico of the new rules. Our music is by scott stein. You will be next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Heimans what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Hani door is the founder of idealist. I took two or three years for foundation staff sort of dane toe. Add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of offline as it were and and no two exchanges of brownies and visits and physical gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing those hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 14, 2014: Trust, Mistrust and Betrayal & Why The Rich Give

Big Nonprofit Ideas for the Other 95%

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Nina Chanpreet Kaur: Trust, Mistrust and Betrayal

Nina Chanpreet Kaur

These by-products of our relationships with donors, bosses and peers can make your success or break your heart. Nina Chanpreet Kaur, organizational consultant and doctor of social problems, shares her research on trust.

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Maria Semple: Why The Rich Give 

Maria Semple

Maria Semple is back. She’s our prospect research contributor and The Prospect Finder. She’ll walk us through the 2014 US Trust Study of High Net Worth Philanthropy. 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week build driscoll he’s, a disaster non-profit executive, and he takes non-profit radio with him when he travels love that bill, you’ll find him in milton, massachusetts, or the twin cities in minnesota on twitter. He’s at b driscoll j r there must be an s r but he’s. Probably not on twitter. Congratulations, bill, and thank you very much for your support of non-profit radio. We’ve got a new online station joining us k s c r out of pomona, california welcome very good to have you with us and i’m glad you’re with me. I’d suffer the embarrassment of submarine dermatitis if i even heard rumors that you had missed today’s show trust, mistrust and betrayal the’s byproducts of our relationships with donors, bosses and peers could make your success or break your heart dahna chanpreet power core studies the issues around trust and why the rich give maria semple is back she’s, our prospect research contributor and the prospect finder she’ll walk us through the twenty fourteen us trust study of high net worth philanthropy on tony’s take two it’s amazing when charities come together and work together responsive by generosity siri’s hosting multi charity five k runs and walks i am seed. They’re new york city event just this past weekend, and i’m very pleased that nina chanpreet core is with me in the studio. She’s, an organizational consultant and social psychologist by training doctor of social problems and educator her work sheds light on what underlies drives, motivates and manages effective change in the world. She was the founder of kitchen table community teaching cooking classes to understand how food can build trust across ethnicities and religions, nina lives for the tender moments of truth and compassion, clear seeing eyes, hands reaching out to help arms embracing in understanding. You can follow nina on twitter she’s at nina chanpreet nina chanpreet court welcome to the studio. Thank you so much for having me. Tony it’s. A big pleasure. Thank you. I love the you know the way you describe yourself as living for tender moments of truth and compassion. That’s very touching. Well, it’s, very important in the world we live in today, i think it’s difficult. To ah have the experience of trust. I mean, in many ways, there’s very little we can trust the ingredient labels on the food we eat and the information we’re getting from the media. It’s challenging to understand what’s really that’s not really what’s what we can trust andi, i think there’s a lot of wounded nous and i rolled around it interesting that you mentioned the first example you give his food labels well, always right, you’re you must read ingredient labels like i do, so i don’t try don’t i am one of those people going to bother? No, no, no, i’m very meticulous. I don’t trust any ingredient label myself. I’m writing a fiction i mean, michael short work of fiction, right? My my research on trust emerged out of my own personal experiences and in which i found myself not trusting anything or anyone and really having to examine that and understanding what it is like in an organizational system and what it is like internally as well, not trusting anyone or anything that that that that’s a cold place to be a lonely place. It’s a cold lonely i’m exaggerating, but but you understand you know we’re going to actually define i’m going to ask you later, you know, defined trust and betrayal and things, but i feel like i’m a person who trust at the outset before i even know somebody i sort of i trust until someone gives me a reason not to trust, um, i think i’m going down the wrong path. Well, seymour, about that okay, let’s, take a business interaction. I just on the strength of a phone call, i trust my intuition. Yeah, i’m going to use the word trust or rely on my intuition, and the person seems like a good person like they they they ah, can be. They will be someone who will follow through on their commitments, whatever commitments we’re talking about making together. And when they give me their word, i can rely on it. Um, someone you know and i draw these conclusions on the strength of maybe a ten minute phone call. Maybe i’ve never let’s use the example where lots of times i’ve never met the person face-to-face it’s. Just a phone call, and i feel that, uh, that i can i can count on them. I can rely on them. I can trust them. That’s just my my nature. Well, one of the parts about trust that i research was the unconscious elements of trust and what’s really going on underneath the surface. So while consciously we may say, oh, you know, i trust this person there’s always something else going on under the surface. And i think we do need to challenge the idealization of trust because buy-in doing the research that i kept breeding things that trust is so important. Trust is so important trust is so important, and mistrust is actually equally important i mean, scientific research and, you know, antibiotics and so many scientific inventions were based off of not trusting something and seeing something in the road saying, wait, let me let me rethink that. Do i really trust what i’m seeing? Let me let me study this right there’s so many inventions in the world, scientific and non scientific that were really premised on mistrusting or trying to look a little bit further. So the idea that trust is that simple or that it’s, the most important thing on dh is easy to achieve, i think it’s something that i challenge because i think it is more complex than that. Similarly, i think mistrust and betrayal can be equally important, if not more, in some cases. Okay, so something more going on? All right, i’m glad we have. Well, there’s always more going on. Isn’t there? Okay, i don’t know. I you think about these things and study them more than i do. You know, i gave you my my approach toward it. Let’s. Define some terms. So since you’re the researcher in this, what how do you define trust? Well, there’s it’s a challenging question to answer because i think it it’s so subjective. But i do think that trust is not it’s it’s, not some kind of stable, non changing experience. I think it has a sort of life of its own and is very subjective and is the product of conflict and collaboration and deep relationship building. Yeah. Excellent. I know you refer to it is a product or by product of relationships. Yeah, some of my earliest work experiences is a when i was in my twenties att that time, i was a teacher. We would sit down in these meetings and we were supposed to take on these very big tasks, and we’d sit there, and everyone was twiddling their thumbs, complaining about how nobody trusts anyone. Of course, that wasn’t the language that was being used, but it was really a cop out and a lack of accountability because we would have gotten there, we would have formed that trust had we been willing to dig into stuff that was very uncomfortable to confront our own incapacity and our own kind of heartbreak about our failure as teachers in a school system that is failing, and so our inability to do that or lack of accountability, which, you know, we were just kind of dancing around, and i’m sort of pretending, and i say we i mean, i was of course aware that this was happening, but unable to necessarily do something about it in a big way. So and i’ve seen this in another non-profits i currently work a teaching matters, which is a non-profit i’ve consulted other non-profit so i so i see this kind of expectation that we start with trust, but the truth is that we usually end with it. So what? Okay, i’m going to challenge myself then, since you’re challenging these notions what i’m calling trust maybe is naivete. Well, i have a child in the dark or something or so that’s. A very interesting association. I wouldn’t say naive a tae that that there’s there may be i mean, there’s always a judgment. I think when we use that word in it, i don’t know what it is for you. But i do think our our first experience of organizational life is in our family system. And so are first formative experiences around trust are really important to pay attention to because they have a rich information for how we currently experience trust and betrayal and the notions that we have in the associations that we have around that. So i do think thie i mean, not that it makes you a child, but i do think it’s important to look at that dimension of our relatedness around trust. Okay, this may be a conversation more for my therapist than then a special psychologist. Let’s see s o i’m going to presume that your definition of mistrust would be something similar. It’s certainly also a byproduct of relationships. And it was him. Or you would add about mistrust. Well, again, it it there’s there’s a different i guess the only way i can distinguish it is there’s a difference between mistrust and betrayal, i think, which is that i think trust and mistrust kind of live together. So if we’re if we think we have one underneath the surface, the mistrust is always there. If you think about any even personal relationships, you can’t have a professional ones many times we give trust, hoping that we won’t. We won’t have the experience of being betrayed or are having experience of mistrust so that there’s it’s always there and betrayal in particular is an incidents when agreements between two people, whether unconscious or not conscious, are our transgressed or broken or boundaries are really crossed on dh i mean and well, i guess there so i’m saying that there are so many other components to betrayal, but that would be a very basic way to look at it. Okay? Betrayal. Very harsh. That’s the word no eight years horse but but but that’s, the thing about the world we live in today’s, which is why does it have to be perceived so harshly? We have to go away for a couple minutes. Nina chanpreet corps. And i’m going to keep talking about the bite. These byproducts of your relationships, trust, mistrust and betrayal. Stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s talk about your research, nina, how do you study these issues? Well, my, my, my approach to doing research is looking through a psychodynamic lens, so just to touch on what you said before about, is this a conversation more for my therapist and and and i and i think that that is something within non-profits the idea that well, we only have to deal with strategic plans and theories of change and how we run meetings and not deal with the softer aspects, the reality, the felt experience between people. And so i about a year ago, i went to a group relations conference, which is it’s, an experiential unconference looking at the group dynamic systems, dynamics, organizational dynamics, and i stumbled upon the topic of trust and betrayal that week, it was a week long conference, and it was a very powerful experience, one of the members on staff there i was dr jim krantz, and he has done a lot of research also about trust and betrayal and how leaders often times have to make very tough decisions and betray in the process of managing organizations and it doesn’t it doesn’t, and you’re right. I mean, when you said betrayal is harsh, it’s true, it it’s a very painful experience. I mean, i don’t mean to take away from the felt experience that can be debilitating in the face of betrayal, but but but but our ways of thinking about trust and betrayal is really what i researched and in the context of school. So i have i mentioned before, i am a consultant teaching matters, and i’ve worked for the new york city department education for the last ten years, and trust and betrayal are just the most the biggest issues happening in schools today because there are so many changes, and those changes aren’t being built well managed, and as a result, i was looking in these organizational systems, i working in the schools and seeing that the ideas about trust and betrayal, or were very for me a little bit strange because change itself for many teachers and for many even administrators was a form of betrayal, just just the fact of so many changes happening was produced and invoked a sense of betrayal, not probably not only among teachers, but among students, also parents, i looked mostly at the staff and what we’re looking at. We we’re looking at a school system that fundamentally is not meeting the needs of the student. And so what i research was, why is this happening? Why do we have a system? And by looking at a couple of schools this case, studies in which the needs of the children are being met and what i found was that there is a regression happening, there’s this idea that we be able to trust or or that change never happens this agreement within the staff systems of schools, and this expectation around things either not changing or being ableto have a certain level of comfort, right right now in school, so many things are being challenged, the contract, the pay scale, the curriculum, the standards. I mean, almost everything in a school right now is changing. But basically nothing has stayed the same. And so what i wanted to understand is, why have we why do why does that expectation exist? That nothing changed on my hypothesis about in what i research? Was that the expectation that there be some kind of idealized trust that doesn’t change is a form of regressed thinking in a way in and a way in which and when i say regression, what i mean is that the needs of the children are being met, but rather the needs of the staffer put first and that’s what that’s what’s going on, and it doesn’t mean i’m not trying to say teacher would be listening. This alarm bells might be going on. I’m not trying to say the needs of the staff are not important to the needs of the adults are not important, but the needs of the children are not coming first on di didn’t you know it’s interesting, i didn’t look at the experience of trust between teacher and student that is a more difficult thing toe look at just in terms of the, um i guess just the logistics in terms of running a study like that, so my research was both quantitative and qualitative, and i was looking at it from a particular psychodynamic lens, so i hope that gives you a little bit of context. Well, one of the other things i’ll say is that a couple of years ago i had a leadership mentor. Who said to me, you know the world is changing so quickly, you really do need to know yourself and have a firm sense of yourself. Because when things change, you don’t also want to be falling apart in the middle of it. And around the time when i started this research, something in my life happened that really challenged me and challenge my notions of myself and trust and other people on dh in it and i it really required me to have that strength. And so one of the one of the things whenever, whenever i talk about my research, it’s impossible also not to talk about what i personally went through to be able to learn and see more clearly in my research, right there was there was a personal journey there. So you want to expand on what the journey was in a minute or two? Well, you said a little bit about it before i mean, it is t now there was a personal journey, and then, well, not sure. Well, what i’ll say about it is just that i, like i had mentioned before, beginning when we were first talking was that i was looking at myself, kind of putting myself in a p tradition, noticing that i don’t trust really anything, including ingredient labels, which are very black and white and s o it was just sort of, you know, looking more carefully at my own internal and interest psychic world around trust and betrayal, and trying to understand what was going on for me, and it became very informative for how it was then seeing the world around me. Where do you think this expectation comes from? That that there won’t be changed and that things will remain constant? Well, i think it i think it comes from, um it come, it comes from living in a world in which our organizational systems, and in which our school systems are are not are not dealing with the what i will say unconscious or underneath the surface elements of things, and so eh? So i think when we are more conscious of our thoughts, beliefs and actions it’s very simple to to challenge that notion. But when we’re not doing that, it’s just it’s, it’s, it’s very easy to fall into that belief, it’s very counterintuitive because there is so much change day to day from from employment situation’s toa technology, tio new stop signs. And in new york city the new speed limit this week from thirty to twenty five there is so much change around us, but so the expectation seems really exactly it’s irrational. This is so this is it. So when we think about when i say unconscious is exactly what i’m referring to is the irrationality, and we and and this is something i learned from jim krantz, which is that we are really living in a myth of rationality in the world, when in fact, there’s a whole lot of irrationality, that’s running our organisations in our systems and particularly i would say, buy-in in startups non-profits where people who are running them not that this oh my god, it’s, just so much irrationality happening in corporations, but non-profits and social enterprises are very interesting to look at because they have less funding to invest in some of these other types of mechanisms that they may need in their organizations. It’s kind of you know what i experience a non-profits is sort of like you have to be bare bones, right? You can’t always invest in these other aspects of organizational life that are so critical and and what i’m referring to is this approach of looking at the irrationality and an organizational system and looking at group dynamics and really grasping it. So how are we going toe navigate through our relationships, understanding that there’s going to be disappointment and frustration and also elation? Yeah, i think what you just said is the first artist is having that expectation and and knowing with open eyes and an open mind that, you know, there will be mistrust, there will be betrayal. And why do i have this idealization that that might happen? Let me look at that and what’s going on with me that i’m not seeing the reality of what could potentially happen. I mean, i think that’s the first start, but the other piece of it is tio when we think about working and living in an organizational system is it is trying teo, to really know oneself to really reflect no, your triggers know your motivator is no what’s really important to you and to be able to gauge that about other people and see the connection between the individual, the group, the organization the system, the world around us, i mean, these these these connections are very important to make, and when we’re not making them, we’re really missing a big part of our a big piece of relationship building, and we may not be able to see what is necessary to see to build that trust so i don’t have hokey ideas about okay, sit around in a group and tell the truth for a while, and then then you’ve got trust me. I there’s so many people are very quick to sell you ideas that would form let’s. Go on a group retreat and we’re walking on hot coals. I think therefore i think that trustee or reform back, i hope it’s okay for me to say this, but i think that’s bullshit. So i know we’ve had worse, i think it’s i think it’s i think it’s much more complex. I think it depends on the type of organization, the history, the memory of that organization. How long it’s been around the dynamics of turnover in that group? There’s? Just so many things to think about. And when you’re on the funder the managerial end of things you you know leaders have to make decisions all the time, whether they’re conscious of it or not, that they that they are betraying our may need to betray in the service of the larger task of the company and the larger well being of the mission of the work. And i mean, i think a lot of funders don’t don’t know the quality of of the dynamics within systems and organizations, and if there’s one thing i could recommend, it would be i mean, i’m not in the business of giving advice, but i really do think the experience i went through was invaluable and going to a group relations conference, and particularly for funders and the managers and leaders of organizations to be ableto have that experience it’s very eye opening. So and there is one coming up in our area in january it sze called authority roll on accountability and organizations and it’s happening january fourteenth eighteenth it’s a residential experience experiential conference in the taba stock tradition. And dr jim krantz is the director where it’s andover, massachusetts so it’s not far from here, and i have the name of it again its authority um roll an accountability authority. Role and accountable the website is leadership twenty fifteen dahna oregon. So we’ll post it, you know, we’ll post it when you were so sure the link with you. Yeah, we put in the takeaways. Paige there’s a lot of variables that go into power and authority in relationships, and i think those air relevant in around these topics, the variables on something of whose wealthier who’s got more experience, those the ones that come to mind and i’m thinking, you know, i’m thinking like, fundraiser donor-centric gree more tony, i mean, i think we we again living under this either this myth of rationality, this this idea that we have leadership figured out we don’t you know, we would continually need to revisit these basic issues of authority roll power. You know, these very basic things that play into how we relate to one another and how our organizational systems function as a result of that. And i think that, you know, trust is not in itself it’s sort of is just one thing, but it’s, everything around it that either creates that air destroys it. It’s a very elusive thanks, yeah, little more book. Well, like when we’re talking about authority and power and i mentioned before accountability, you know, we were talking about the group dynamics. These things are kind of the the the world of the organizational life and that’s going to determine whether or not they the system’s ableto hold trust and individuals can form bonds of trust or not, and in my experience and this is something that’s challenging for me to even say, but in some of the school’s right work, it’s just buy-in what i found is sometimes it’s just not possible it’s not possible to form trust, and it can take a very long time. And it’s it’s, the reason why i have a hard time saying it is because it makes me feel debilitated or i’m like, how do we live in a world where it’s just at times not possible and many people may challenge me on that. But from what i felt and experienced, there are times when it’s just not possible, and it doesn’t mean that there’s no solution, but it can take it can take an organization where there is a significant trauma or an incident decades to rebuild e i mean it’s on and it goes much better when we’re looking at what we’re just talking about, we’re looking at these dynamics and we’re working on them and we were we continually see trust is a byproduct instead of having the expectation that it be there in order for us to do the work, we’re always going to be working under a kind of discomfort and a sense of constant change that that may not be ideal, but but we have to work wonder it to get to the trust we’re always working in a state of discomfort you’re saying i think so to some extent, i mean, i mean, when in my own work, you know, i love what i do. I really love the work i’ve done in schools over the last decade, and it brings me a lot of pleasure, but that, but but that feeling of pleasure is always there with a lot, with a mixed, other set of emotions around discomfort, uncertainty, fear, you know, questioning myself, questioning other people on dh in fact, what’s interesting so year, so a year since i started well, over a year now since i started doing that research what i have discovered in myself is, i trust myself more, but i continue to question myself, and i continue to reflect, and that has been, i think, a guiding light for me and being able to navigate so much complexity. Yeah, good, yeah. Lorts there aren’t probably enough very many people always questioning, always asking these bigger questions the way the way you’re going through not only your research but your life. It sounds like you, and the reason why i figured out how to do it is because i’ve met many people along the way who opened the door for me or open my eyes to something that said, hey, pay attention to this or, you know it it’s so much of my success is based on the success of other people who i have many form bonds of trust with, but but but but nothing and nothing in my life has ever remained constant or consistent, and so perhaps because i’ve had that experience just even from my childhood to today, it has given me a bit of a different perspective. What is it that you love about the work that you’re doing? Whether it’s consulting the research, what do? Well, i’m really driven by you know what? What you mentioned in the introduction, which is, which is how do you effectively impact change? And i’m i’m also driven by buy-in finding ways to continuously improve what we’re doing that so that’s my m o that’s what i really want to see in the world and so it just gives me great pleasure to be able to work with people and work and organizations where i can help them do that. And i can be part of that experience and figure figure something out for the wide world. So a lot of what i’m doing in schools, the reason i do the research is so i can look at it and take it back and say, okay, wait here. I found something this could apply across, right the applied research. This could apply somewhere else and making that making that connection, leveraging that change is really important to me. Um, you know, it comes from it comes really from my mother and the way that i was raised and she was very aware of global issues and whether or not i should have known what i knew about the world at the ages that i did is another issue, but just just having from her and seeing from her what’s happening in the world and wanting to understand kind of in this title that i wear the doctor of social problems, what’s going on and how you solve it. It is really what gives me a lot of pleasure, so i’m glad you credited your mom at the end. Well, of course, we have to leave it there, ok. Nina chanpreet corps last name spelled k es. You are. You’ll find her on twitter at nina chanpreet, thank you so much for having me, tony. My pleasure. I’m glad you know i’m glad you’re with me. Thank you very much. Generosity siri’s. They host five k runs and walks last sunday. I am seed, their generosity and why see, event over three hundred runners from nine charities came together in riverside park. They were from the center for urban community services. Creative artworks engender health, forrest, dale and other non-profits. One of them could have hosted their own event. They don’t have enough runners, but when the community comes together, then they can do incredible things together, raising over one hundred fifty thousand dollars for these nine organizations. And the fund-raising actually continues for another two weeks, so they’re not done. Generosity. Siri’s, dave lind, he’s the ceo. You can talk to him. Tell him that you came from non-profit radio he’s at seven one eight five o six. Nine triple seven or generosity siri’s, dot com. They have events coming up in new jersey, miami and philadelphia. I shot this week’s video in riverside park at generosity and y c because i was really moved by the great success of these nine charities coming together like i just said, they none of them could do it on their own. But coming together such enormous synergy and there’s just ah, terrific lesson about collaboration, whether it’s with your colleagues or other organizations, this week’s video is that tony martignetti dot com and that is tony’s take two for friday fourteenth of november forty fifth show of this year. Maria simple. You know maria simple she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now she’s our doi end of dirt, cheap and free. You can follow maria on twitter at maria simple. Welcome back, maria simple. Hello there. How are you today? I’m doing very well. How are you? Just fine, thank you. Excellent. We’ve got the pleasantries out of the way. What’s what’s this high net worth study all about that you want to talk about? So i had an opportunity to hear about the results of the most recent high network study that was undertaken by us trusted it’s actually a partnership between us trust and the indiana university lily family school of philanthropy, and they do this study every other year. And i was attending a conference on friday for a f p in west chester, and i heard david radcliffe speak he’s, one of the managing director’s um, over at us trust, and so i thought it would make for some very interesting conversation because, of course, non-profits were always interested in knowing what what are the high net worth individuals in our communities thinking about as it relates to philanthropy in general, but about how we as organizations operate on dh? How can we leverage the results of this study to sort of improve or tweak what we’re doing is non-profit so it was very intriguing to me, and so as i was listening to him, speak and then afterward went in on the web and sought out the study itself. Um, i was thinking of this through the lens of a non-profit and what should they be gleaning from these reports? We should just cut you out and brought david on well, let’s, bring the principal in here. Well, well, you know what that would probably make for conversation, you know, how you know? Absolutely, but i think but, you know, i’m looking at it fromthe lens of if i were well, obviously, as a prospect researcher, i was very interested in this, right? So i’m always interested in what is going on in the psyche of the high net worth individual, but also through the lens, as i said of a non-profit executive or a non-profit boardmember what do you need to be keeping in mind as you’re approaching or thinking about approaching high net worth individuals for some major gift to really propel your organization’s forward? Important, i think, to recognize that the survey is based on self reported activity and thoughts around why we give why i give so there’s always that, you know, sampling bias. I’m not sure if that’s the right phrase, but there’s always a bias around self reported results versus something that’s observation all yeah, but what? You know, what was interesting was they really made sure that they tried to randomly sample across the entire united states on dh so in the end they’re in there. I understand. Just still self reported data. Oh, yeah. Oh, absolutely. Itself reported data and it has to do with their sentiments about they’re giving in the year twenty thirteen. So overall, i will say that i thought things came out to be pretty positive from the report. Things do seem to be on an upswing. So that was the overarching from me. Good news that i got out of the executive summary of the study. I did see that ninety eight percent of high net worth. And by the way, we should define our terms to they define high net worth as having a minimum of a million dollars net worth, excluding you home value on and having on an annual income of two hundred thousand dollars or more, right, that’s their definition of high net worth. All right, i saw that ninety eight percent of the high net worth individuals donate. Yes, yes. So that was that was indeed very good news as well as their average dollar amount has gone up. Um, since since the last study was done, so in two thousand eleven, their average gift was at fifty three thousand. Five hundred nineteen dollars and it’s actually increased twenty eight percent. It’s now up to sixty eight thousand five hundred eighty dollars. So again, good positive news. That’s probably reflecting our improved economy from two years ago. Right? Sort of expect that. But it is very it’s. Good news. Encouraging hyre encouraging also for the future that a lot of people think eighty five percent expect to give the same or mohr this year. Yes, yes, very ous. They look forward to what do they plan to do in the future? The overwhelming number of people said they planned to keep it at same levels or increased levels. So that was good to know that in their psyche, their not thinking about pulling back. Ah, they also think that non-profits are sort of a great solution to many of the problems and issues that we face in our community. So they do feel that they have a great deal of trust in the nonprofit sector to really harness and tackle some of the big issues that are going on right now. Okay, that you’re right. That’s also encouraging. What else you see in there? Well, i liked the fact that just over seventy eight percent of them gave unrestricted e-giving so that to me says as a non-profit as you’re thinking about your programs and so forth and how you know when you’re approaching foundations or corporations, and they want to give to some very specific programming as you’re approaching a non-profit i’m sorry, an individual their psyche is a little different, they don’t mind giving toe unrestricted e-giving they totally get the fact that you’ve got to keep the lights on and pay salaries, et cetera, so that takeaway was don’t forget to ask for that general operating support. Yeah, that is pretty startling. It’s that’s ah, considerably hyre number than i would have thought. But, you know, my insights could be completely off base as well, but that was yeah, pretty revealing to me that that high proportion of unrestricted giving also very encouraging. What did you say that? What did you say? The percentage was of unrestricted gift. Uh, the statistic that david shared with us with seventy eight point two percent okay, gave unrestricted among friends. We can call it seventy eight percent. Okay, um, i saw that volunteers give more. That seems intuitive if you’re spending time with the organization, you’re you’re more apt to give more to them than if you’re a non volunteer. That’s, right? Absolutely. So another takeaway, then, for a non-profit is teo not be afraid to first approach on high net worth individual and ask them for a gift of their time, as opposed to outright asking for a gift of cash? Because it is pretty darn likely. I think that if you can get them engaged at a very deep and committed level, it will probably stand to reason that the money will also follow what else you got there. So another interesting piece for me was that you have to really think about engaging both spouses so as you’re thinking about your approach to them, if they’re married, um, think about having the conversation with both people don’t leave the spouses out of the conversations around major gift because they are not making these decisions in a vacuum, and the spouse does appreciate very much being involved in that conversation on dh taking their overall interests and ideas toe heart. So they really wanna have that that level of, you know, involvement. So that would be a big takeaway i thought was make sure you’re not just talking to one person if they’re married, make sure both are at the table for the conversations. You know what i see that maria playing out badly often is at events, not where there’s an ask being being made the way you’re describing, but the, uh i see so often people working for the for the organization are talking to the predominant donor in the in the couple, whether it’s, the wife or the husband and sort of minimising or excluding fromthe conversation, the other person it’s really offensive, but i see that a lot. And so how does the how does the other person feel they feel marginalized? They they feeling like the organization thinks they’re insignificant, and i think that has a lot of repercussions. Yeah, you know what, you’re absolutely right. I’ve noticed the same thing and, you know, one way around that for an organisation is just to be a little bit more strategic, you know, in deciding all right, you know, in advance who’s going to be an attending a an event, so why not make sure that you leverage your board and keep volunteers that will be at this event to have them understand the key couples that will be there so that if a conversation is happening, you know, with, say, as you called it, the predominant donor and make sure that somebody else is, you know, trying to at least engage the other person in the conversation so that there emotions are taken into account well, just to be a decent person, you know, talk to talk, to both, talk to both the guys or the both the women or the guy in the women, you know, talk to everybody, don’t you know, just ah, yeah, i think we need a lot. More sensitivity to the fact that it’s not, you know, it’s, not all about just who gives and who volunteers and the other person we should ignore. I see that i see a lot, ok, but this was one of the other kind of along those, you know, staying on that line for a minute. One of the other interesting pieces that came out of that was that as i said, you know, you you want to make sure you’re taking both people into account. But then one piece of this study said that women are more likely to be the sole decision makers nearly three times as many women as men. Twenty percent versus seven percent are the sole decision maker. So and i’m pretty sure that us trust has also done a study in the past around women and philanthropy, so that might be something interesting to take a closer look at as well. But don’t forget to talk to the woman in the couple, that is for certain. Yes, if the if the guy is the predominant donor. But talk tio, talk to the whole family, you know? I mean, just be just just talk to people. Be decent. That’s all yeah. Okay, um, i thought it was interesting some of the breakdowns of why people give i like that there’s a very good chart about personal motivations for giving. Yes, you’re right. And i don’t have that one in front of the thing that stood out was that altruism. I was ranked highest and something that you would expect to rank high did not, which was the tax benefits ranked almost close to the bottom. So you’re a cynic you would you expected text to rank? I see i didn’t, but i work in plant giving, and i know that taxes don’t motivate most most people, but you’re okay, your little, your little more cold hearted than i am that’s. Interesting? No, i just i think i would have expected from the study that a tax incentive would have been ranking higher than it did on the overall results have been surprised to see how low it ranked it was, it was one third actually, to be exact, thirty four percent said that receiving a tax benefit motivates them to give and what you mentioned the altruism, personal satisfaction rank very high, seventy three percent said personal satisfaction. And when you believe that your gift can make a difference, that was comparable seventy four percent, a lot of a lot of altruism, you’re right. What else was interesting to you? I thought it was interesting to see why wealthy donors actually stopped e-giving so when they were asked why why they had stopped supporting an organization, they said that receiving solicitations to frequently or being asked for an inappropriate amount. Forty two percent of the people said that was the reason why they stopped. Thirty five percent said they had you there change their philanthropic focus or decided to support other causes. But i thought it was very interesting. And so, you know, that just goes to really reiterate why, as a researcher, you need to think about what is that very targeted? Ask? We can make let’s ask less less frequently, perhaps, but let’s make that ass very much tied to what that family wants to be able to do in terms of making a deep impact. Impact was also a word that that was throughout this study, i thought, because fifty over three fifty three percent of the people said that they monitor or evaluate the impact of their charitable gift. So if you can really tie closely together, i think how often you ask how much you’re asking for and then clearly demonstrating and stewarding that gift. Well, i think that’s gonna have good results. We have to go away for a couple of minutes. When we come back, maria and i will keep talking about the us trust high net worth study. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and a a me levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, top trends and sound advice that’s tony martignetti non-profit radio and i’m lawrence paige, no knee author off the non-profit fund-raising solution. I still wish lawrence would pronounce his name panjwani sounds so much nicer than paige an oni i don’t know if i told him that when he was on. I don’t think i did. I think it only said it behind his back on the ship, but nobody listens to this show, so it doesn’t make a difference. All right, maria sample. What else was interesting in there, too? I have a few things, but let’s throw to you. What did you find? What else? Well, i did not see this printed anywhere in the report, but one of the things that david said at the conference was he really encouraged the non-profits to have a very succinct one page document about the organization with the legal name spelled correctly so that they can pass this document along to their attorneys for consideration in wills and bequests. So i thought you would like that tip in particular, and i modify it. One piece i would include. Besides, the legal name is the federal tax i d. Number yes. I like gross amounts of precision. Yeah, yeah. He said that, you know, make it as absolutely clear, it’s possible? Because, you know, and i’m sure you have seen in your work problems can arise if things are not properly spelled out. So i thought that was a really good tip that he shared with the audience. There’s another reason for doing it. And that is to make it easy for people to. And i’m sure this is what david thinking is they david is thinking easy to give to the organization by including it in your will. Your life insurance, maybe some other beneficiary designation document without having to go to the organization to ask what’s your legal name. What? Your tax? I d number what’s your address, you know, so just making that ah, easy process for donors. Exactly. On dh that’s. Why he wanted it to be. You know what? Go thanked one page. I thought it was interesting where the dollars are going. The high net worth dollars mostly to education. Just mostly education. Yes, they place a very high ranking on education. And that percentage did grow as well. From twenty eleven to twenty thirteen so they did feel that that was a key policy priority on dh. There were, you know, right behind that where poverty, health care and the environment. Yeah. Now that’s ah, beneath education that’s where this diverges from what atlas of giving and giving, yusa would would say, is the next most popular e-giving which is religion in the no studies. But here religion was number five durney beneath beneath like you’re saying social social services, basic needs beneath arts and beneath health. Then came religion. Yeah. And it could very well be because of the population, the demographics of the population that was actually being surveyed here. So, you know, while atlas of giving and giving us a look more broadly across all income levels since this was focusing so specifically on that hyre network population, you can see that you know what? That level things air skewed a little bit differently. Well, they’re coming again. They can afford to buy themselves into the afterlife. They don’t have to give to charities to get there. Maybe that’s it, i think, to the benefit of other non-profits other other terrible missions. What else you got there? Well, you know they’re clear expectations that they have set out for the non-profits and again, you know, comes back to two to measuring impact. I can’t stress enough how much i thought as david was speaking, then i subsequently went and read the executive summary how non-profits really need teo get very clear, um, about stewardship so important, i mean, i know that i’m here to talk about prospect research, you know, that feeds into getting the gift, but then keeping those people engaged once you’ve got them engaged with your organization toe, let them slip away because you’re either asking too frequently or ass skiing for not the right amounts or you’re not just simply telling your stories about keeping them engaged is just such a huge missed opportunity. How did how did they gauge that from this study? Well, they were they were talking about their expectations and how they expect to be having there is the impact of their gifts, how they monitor their giving, so a lot of them are actually measuring the impact they’re giving by directly engaging with the organization at eighty percent of the people are so again, it goes back to that asking them t be volunteering with you stay as close to possible with the mission of the organization so that they’re able to continue seeing the impact that you’re doing so don’t only demonstrate that impact through letters and and email and social media, but make sure that you’re engaging them to really have direct contact with the organization on dh reporting on impact for those that want that reporting? Absolutely yeah, i mean, there are going to be that the people who really want to see it in, you know, in that number’s format, you, they want to see the reports and so forth and that’s great, you’ve got to do that. You’ve got to do those outcome measurements and so forth, however, at that high net worth level, if you can keep them engaged as well through volunteerism. It’s going to bode very well going forward for you. Okay, we have just about a minute left. What what’s a final point you’d like to make again having that one page document don’t ignore thie, you know, because a couple aa in its entirety a cz decision makers understanding what motivates them, keeping them engaged with your organization, getting them to volunteer more often on dh asking for appropriate amounts so that does involve prospect research. It involves understanding where they’ve given what other levels and where you know what motivates them. What is it that they want to give to within your organization? She’s, our regular contributor in prospect research and she’s the prospect finder. You’ll find maria simple at the prospect finder dot com and on twitter at marie. A simple thank you so much, maria. Thank you. Real pleasure to have you back. Thank you. Next week got mohr informative interviews coming from fund-raising day. If you missed any part of today’s show, find it at tony martignetti dot com generosity siri’s good things happen when small charities work together. Seven one eight five o six. Nine triple seven or generosity siri’s dot com our creative producer was clear meyerhoff sam liebowitz is on the board as the line producer shows social media is by julia campbell of jake campbell social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules this music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Sorry, i couldn’t do live listener love pre recorded this week. But i love our live listeners and podcast pleasantries as well. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address their card, it was like it was phone. This email thing is, we’re here that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell, you put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.