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Nonprofit Radio for July 8, 2016: Everyone’s A Winner & Political Giving

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Steve Daigneault: Everyone’s A Winner

IMG_3097When it comes to digital testing and learning from the results, there are no losers. Steve Daigneault and I step through lots of tests on font type and size; wording; single-button versus multi-button appeals; and several more. He’s senior vice president at M+R consulting and we talked at the 2016 Nonprofit Technology Conference.

 

Maria Semple: Political Giving

Maria Semple

What’s the value of knowing your potential donors’ political donations and where do you find the info? Maria Semple is our prospect research contributor and The Prospect Finder. Her latest book is “Magnify Your Business.

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me. I’d suffer the embarrassment of dis navia if you talked about missing today’s show everyone’s a winner when it comes to digital testing and learning from the results, there are no losers. Steve daniela and i stepped through lots of tests on fun type and size wording, single button versus multi button appeals and several more he’s, senior vice president at m and r consulting, and we talked at the twenty sixteen non-profit technology conference and political giving what’s the value of knowing your potential donors, political donations and where do you find the info plus summer conference is you need to know about maria? Simple is our prospect research contributor and the prospect find her on tony’s take two time off. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com here is steve danu with me from the non-profit technology conference. Welcome to tony martignetti non-profit radio coverage of sixteen ntc the non-profit technology conference this is also part of an tck conversations. You know where we are. We’re in san jose, california, at the convention center. My guest is steve danu, he’s, vice president at m and r, and i’m going to talk very shortly. First, have to do the obligatory ah swag item for this interview, which is a coaster and t shirt from. Q give, and they are color coordinated. If you’re watching the video, you can see that if you’re not watching the video, you can go. Teo riel, ariel, tony martignetti, which is my youtube channel, and find the video there. This joins our swag swag pile for the conference. Not much of a thud on that one. Sometimes they thought, you know very hard, but not that. Steve. Welcome. Welcome, todo. Thank you. You are senior vice president at m and r what is m and r? We’re em plus sign on. Plus our yeah, exactly where, eh? Ah, consulting agency. We have one hundred five people around the country working to make change in the world. We will only work with non-profits sixty five of our staff for sixty seven work on our digital team doing digital fund-raising and advocacy strategy campaigns reporting acquisition fund-raising all that’s alright and those sixty five are related. Tio what? We’re going to talk about your your session topic was step right up. Everyone’s a winner that’s because you ran it like a sort of a carnival sideshow type. Correct, but the the meat of it is bunch of digital tests exactly you’ve you’ve done or you’ve seen done or yeah, no, they’re they’re actually. Ah, digital test that we have conducted with our clients just in the last six to twelve months. So they’re actually recent tests very current and the audience was to vote up or down whether this was ah, successor. A failed test item. Exactly. We had scorecards. People voted, they kept score. And at the end, we had a winner on a carnival prize that we give away what you give away the giant stuffed pink teddy bear which was very embarrassing to carry around. And we encourage the person to carry around all conference. I have not seen it. I know i haven’t either. So i don’t know what happened. Then maybe the person is s o committed teo, fulfilling their promise that they just decide to stay in their room. I feel if i go public on i have to wear this. Strap this thing on my back or carry it around. Yeah. No, i’m not not gonna go public, all right? So you have a bunch of we’re going to get to all of them. But you have a bunch of these digital tests? Yes, very short. And you flashed them on the screen. People voted yes or no, right? Whether this was good or bad. Exactly. Well, there was you either voted whether the control one we had a control, which is the existing version of whatever it was we’re testing against. We have the test version, which was the thing that we thought would do better. Okay. And then we had a third option, which was a thai where there really was no difference between the two. Okay, and that’s what people would vote on? All right, so let’s, get started. You’re going to use your laptop. But you also explain, since we can’t see the cards what’s gonna nudge to prospects. What does that mean? S so we actually had a bunch of these tests. Several clients of ours tested what we call a nudge, which is on a donation form where you see an ass string, various dollar handles, and we’re okay now already. Stop tony martignetti non-profit radio. We have george in jail. Oh, now everybody must not know a nascar string. And what was the other one? I don’t remember your jargon. Dale’s. Great. Serious. Okay, no, don’t scoff it, jorgen. All right, let’s. See, let me start over. He asked on a on a donation form a tte, the top of a donation form. There are little radio but ends or other buttons with ah, gift amounts. You know, like you would select a twenty five dollar gay. After you select the button with the thirty dollars gift or hundred dollar gift and that’s how you start the donation form well, on a nudge test. Well, that’s an ask drinks. So that’s called a nasty trick. That’s called a mastering. Exactly. And each of those dollar amounts inside of a butt in each of those are our, um, dollar handles. No, sorry, they’re not dollar handles, but what we’re testing is a nudge is a an arrow that points to one of those dollar amounts with a little sentence that says most people are giving one hundred dollars right now, please give what you can so it’s a is that a true statement for most of these organizations? Yes, it is a true statement, but, you know, and fund-raising sometimes there’s a little wishy washy licenses taken on way point to and say that most people give it this. Yeah, but actually, i would say most of our clients of the people we’ve worked with have you no kind of they want to be truthful on this. And they and they did. Most of the tests were actually truthful. Okay, s o okay, that’s. A nudge. So that’s a nudge exactly it’s a suggestion it’s an and so the nudge to prospects the prospects are non donors. They’re people who are on your email file who have not donated yet when they click on the appeal linked to donate, they’ll get the test version that says, you know, most people are giving this amount, and we’ve tested this a bunch of times and what’s the answer doesn’t work two percent of the time we’ve tested it, it works, it actually improves either it will improve the average gift that’s more likely, that is that’s. The place where you more likely to see on impact is on the average gift. It will improve the average gift, or sometimes it also improves the response rate. But fifty percent of the time it works all right, fifty percent of the time we tested it, it had no impact, and when we’re looking at the difference and these were all tests, we were running in the last six to twelve months. When we looked at the differences between the tests, we noticed that it was important one of the things that was important to do if you’re doing a nudge was to use language that had some urgency in it. So the ones that worked where ones that said, you know, most people are giving one hundred dollars, right now or today, something like that, and so that was that was one of the recommendations we would make. Latto organizations that want to try this is to include some kind of language that has emergency in it. Okay, all right, 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 well, what else we got? That’s. An excellent one nudge to prospect way learned from technical language. Okay. Yes. All right. So for a couple of groups we’ve also test. Sorry. I just had outstanding. Okay, good. Yes. Excellent. I’m sorry. No, no, no. I have information. You thank you. Thank you. We’ve also tested font type and size inside of email appeals. This is typically we have a couple of clients that have older. Ah lot of a lot of our clients have older audience, especially donors or older audiences. So we wondered if you know a font type where that maybe the letters and spacing of the letters are a little bit more open or the font size. You know, something a little bit larger would improve the response of the appeal, and in one case, it did improve it thiss was toothy aarp foundation so sort of makes sense. But it was it was a slight increase. Howto eight percent hyre conversion rate thie appeal that used instead of using aerial, it used cally brie, which is in a more open font. And the font size went from twelve point two sixteen point, so eight percent way. Through significant it is it all of these tests well are statistically significant that is the technical term, but an eight percent hyre conversion rate is a little bit better, it’s not an enormous amount, but it helps. Ok, yeah, all right, another pretty common test that we’ve run something we’ve run more than once and we’ve seen work often is a five making a five dollars suggested asked to prospect so that’s two non donors again and inside of the appeal this test in particular that i’m looking at one version had make your tax deductible gift of fifty dollars or whatever you can afford and the test version said, make your tax deductible gift right now pitch in five dollars or more and the that my boy is non-technical days are pigeon pigeon, like i’m thirteen pitch in all right, so that’s a pitching instead of making a donation? Yeah, so there’s a sort of some other differences there, but the the thing that we’ve tested more than one place is suggesting a much lower dollar ask so five dollars versus fifth and the test group in this case had a twelve percent hyre click through rate a thirty three percent hyre conversion rate. And um although the control group, which is the group that had the fifty dollar group overall, had it hyre average gift, the test group raised more money and had mohr revenue per recipient. So that ended up being the winner. So the test group, even though it had a much lower average gift overall, it converted many more donors and had generated much more revenue. I’m standing all right. It was only ten percent of the of the other asked, but it generated more revenue. Yeah. It’s. Amazing. Important. I think that’s important to point out and the conversion rate is converting a prospect to a donor. Exactly. Ok. Yes. Ok. Yes. Ok, cool to five dollars. Ask five dollar. Ask it’s. Definitely a good one to try. Pita, you know, we we we tested the five dollar asked for peeta. This was interesting. Um and it’s it’s killed it. I think that the five dollar asked generated more almost three times as much revenue as the version that didn’t have asking it on then our client contact said, well, why don’t we try ten dollar? Ask against the five dollars. See if we because the average gift was low. I mean, that is the thing that happens when you suggest five dollars. You do get people that give only five dollars. So we tested ten dollars versus the five dollars, and the five dollar asks. Still one still generated more revenue. That’s something. Yeah, now that i think it’s something i think would depend it would really vary across organisations. I think that is true for peter because, you know, we tested it for pete, and we know that’s true for their audience. At least right now it is. But for other organizations, that might not be the case. And you might see a ten dollar win. Okay, um, so adding paypal on the donation form as a payment option? We’ve tested that a couple of times. Um, and this is interesting. I think pretty much every time we’ve tested it. I would say at least if not every time, almost every time ninety percent of the time we test this, it wins. Adding paper papel helps improve the conversion rate. Um, how much it helps? Depends on the organization. We we do see that, like, for peeta again, for example, they they actually receive a fair number of international visitors and donors to their donation form, and that audience in particular likes to use paypal. I think it’s it helps to avoid the us specific fields they khun use the fields that they have in papal, and we also see that sometimes papal, adding the papal as a payment option can help improve the conversion rate of your mobile donors. People who are visiting your website on a mobile device you know, it’s a pain in the neck to kind of enter in all of those fields on a mobile device. When your aunt, when you sign into papal, all that stuff’s already entered and so you just have to enter in your user name and password and boom, you can make your gift alright, esso, in this one particular option test, i’m looking at the adding paper only improved the conversion rate by eight percent in other tests i’ve seen improve it up to thirty, forty percent. All right, another interesting test i think that i was sort of surprised by, but we’ve tested it multiple times with different organizations and it always wins is using the word renew two prospects so asking non donors instead of, you know, typically what you would do to non donors is you would send them an appeal and you would say, become a member or donate yes, ah, the test version would say instead, renew now renew your support and in this case, union of intern scientist when they tested this, the renew language had a forty eight percent hyre response rate and an eighty eight percent hyre revenue per recipient. And you said this one, although that was pay palate. You’ve always seen it increase. Oh, no, this one you know, this one to this one, this one always work to be you’re ignoring the fact that i’ve i’ve never been a member don’t insane. It is completely a lot it’s insane, it’s really weird counterintuitive what do you think is behind us? But i know i would read that say we’re how connive freakin renew. Well, what’s funny, you know, i’m i’m renewing what’s funny is, you know, sometimes when you go to these focus groups, you know, sometimes non-profits have focus groups of their donors or their supporters and though include people that are on their email lists in these focus groups that have not donated, along with people who have donated and people don’t remember they don’t even know or remember who a lot of times this is true, they’ll you’ll have non boners in a focus group talk about how they’ve made a gift and how of course they’ve supported this organization that’s remarkable and and i think it’s just it bears out that, you know, sometimes people think of their support and, you know, if they’ve taken an action or they’ve given you their email address, they feel like they are supporting you in some small way, and so maybe, you know, using this word renew sort of like, i don’t know, i don’t know what’s behind it, but that was a wild one. Let me see if i can find find the other one here because it happens every single time we test it on and it’s and it’s crazy, i would say, you know, if you took some action but didn’t donate, maybe then further your support would apply but not renew renew suggests i’ve i’ve already given i’m a member and i’m renewing my membership or renewing my gift. Yeah, eso this what drives? Me crazy. All right, great to know it is, yes, all right, let’s, get over my amazing what else we got? Um let me see here. So we ah, this was an interesting test. We ran with the central park conservancy. Um, they were you know, sometimes when you go to websites, you’ll get a little light box that pops up asking you to give your e mail address. Sign up for their email lists like boxes is not the not the hijack. Its the translucent one. Yeah. See the page. You can see the website behind it. Yes, it is. It is ajar durney term. I thought maybe you would be. I would be put in charge in jail for using the word like box. You’ve heard it before. Okay. Okay. All right. So what is the right language to use on a light box to encourage people to give their email address? That was the question we’re trying to answer. When we ran this test with central park conservancy s o we had we had a beautiful image of the park with a very simple email form to fill in your e mail address in your zip code with a button on. Three different versions were essentially testing the language inside of the light box. The first version said me see if i can pull this up a little bit bigger so i can see it love central park sign up for insider info and ways to support the park version two said get the inside scoop on central park be the first to know what’s going on in the park unearth park secrets and get special offers and mohr version three said love central park then you’ll love our emails. Ten out of ten central park squirrels agree get the best of central park delivered to your inbox s o all right, and i was i was down on number three until you invoked the squirrel naralo first line number. My voice again the first line on number three was turning me off. But ten out of ten since quarrels that one turned me. I did a complete one eighty on those three. So i’m gonna vote for version three. As as the winner. Winner yes. And ah, the one that one was the not so cute more planes playing and straightforward one which was get the inside scoop on central park. Give us your email address. Version three. The cute one with squirrels came in second, so so so it was actually version two version to one exactly, and just say it again. What version to say, version two said, get the inside scoop on central park, be the first to know what’s going on in the park, on earth park secrets, get special offers and mohr. Alright, first to know special insider people like that it’s also the most sort of straightforward one it’s like. Listen, give us your email address, we’ll give you some things back. The other ones are a little like mohr keet see, like love central park. My squirrels were cute. Yeah, disappointed. They didn’t win. All right, this was an interesting test. We ran with the american cancer society, which was. Does putting a dodie does putting a video on a donation form help? Getting a video on a donation form so this is where the person is click through already, they’ve already clicked. Donate now button yes, and they’re on the actual form they’re going to fill out. Yes. Is there a video and there’s a video embedded on the form? Exactly. And this is a very common question that non-profits have. Okay, the question is, does it raise the average? Yeah, person’s already donating so well, there has the conversion stage there. No, there, they haven’t donated yet. Well, they already committed to write. They’ve they’ve clearly made some kind of ah, they’ve done something to show some interest in donating law they would say made us took a substantial step. Yes, they have taken this step there, there on the there on, you know, they’re almost through the process of giving and a lot of non-profits want to know, like, you know, should we use these? We have this great video or they think, it’s a great video. So, you know, i think it’s subjective ah, and should we use it or not on our donation form, maybe it’ll help. And so we tested this with the american cancer society and there was no difference, okay, there was no difference. Now i won’t say that is the answer for any non-profit i think it really matters the video. I mean, what is in the video really matters that really counts. I think in this case it didn’t make a difference, and i think the people at american cancer, our clients, i think they wanted to use the video and so were like, if you want to use it that’s not having a detrimental impact, go ahead and use it. It’s fine. All right. Very, very diplomatic. Yeah, exactly. Um, you want more testers? Let’s? Do i just you scrolled through multi boat button versus single button. What was that about? Ah, sure. This was kind of a very specific tests that we ran on the website of the smithsonian. They had a promotion, sort of a promotional area on their website that encouraged people to donate, become a member or sign up for their newsletter. And so there were that that was the control it was the promotional area had three different things. Was asking the site visitors to do one of these three or all of these three things. And we felt like if we made that promotional area, just focus on one thing. We would see an increase in revenue. And so we tested the control, said, you know, there’s a little text that said make wonders happen, give jay or become a member. There’s a little bit of, you know, copy couple sentences saying why should become a member. And then there were three buns. Donate now membership get e news and the other promotional area had essentially the same text make wonders happen, give today or become a member. But there was just one button and it said, join us ah, when we tested it, there was no difference. So, uh, so your own hypothesis. Yeah, i mean, failed. But this is why we test. Yeah. I mean, i would say, actually, ah, it’s it’s ah, if we have a good hypothesis when we test it it’s never a failure, we always learn something. So what we learned was, it doesn’t matter. Okay? It doesn’t say i’m not using diplomatic language. It’s not diplomatic know fairly. There are no failure. Thie digital test whoa! There’s that’s, right, everybody’s a winner. That’s. Why you’re everyone’s a winner? Listen, like, when you are testing your learning and when you’re learning, you’re winning hyre i have nothing to say xero this is this was a super interesting test? Actually, we just got the results of this. This is a very fresh test that we just finished in january for peeta, they run are actually why i think it was in february, we ran a monthly giving recruitment campaign, huh? This. Ah, you know, we try to take one time donors and convert them to become monthly donors, because then the retention rate goes up, their value overall goes up a lot on dso. In this campaign, we tested on the donation form. You, you know that the control donation form had, eh and ask string, which that’s that’s jargon, but we’ve explained earlier, so had radio buttons where you select the gift amount. Eighteen dollars monthly, twenty one dollars monthly. Twenty five dollars monthly, thirty five dollars monthly or enter your own amount. And the test version. Had a new addition next to eighteen dollars monthly. It converted that eight that the dollars per month amount in two cents per day. So it said eighteen dollars monthly. Just sixty cents a day, twenty one dollars monthly. Just seventy cents a day. Twenty five dollars monthly. Just eighty three cents a day, and so on. When we tested this actually the cents per day lost the control that on lee had the dollar amount ah, converted mohr one time donorsearch co-branded and what i mean, there is it didn’t have there wasn’t a difference in the amount of monthly donors that converted, but when you get to the page, there is a way to not donate monthly and just donate one time as well. And the simpler ask string without the sense per day converted more one time donors and so overall it generated more revenue, and this is we’re not sure why that happened. We kind of want teo test it again, honestly, because we felt like, you know, this it helps to break down the monthly gift in a smaller amount, but very intuitive. Yeah, but and and you see, it used a lot, you know? You see it on tv and those d art direct response television ads where you see, you know, but that just means there’s well, there could be a few things going on. They don’t follow everything that every that you see other people do because they could be falling off a cliff, right? This could be organization. Specific, right? Right. You’ve made that point four times, right? You know, but i have to highlight with the first one on first when i said there’s, a lot of bad practices out there. Yeah. See something commonly done, right? It’s the best way. That’s, right? Yeah. Okay. That’s. Why we test that’s? Why? We want the winner every right. We’ve gotto give us one. Give us one. You could explain quickly. We got time for one more. One more quick one. Alright. Ah, let me see here. All right, so, here’s a quick one. Not due in less than a minute. Okay, so we’ve all seen? I don’t know, but maybe you’ve seen a lot of the the president obama donation form. It starts it’s a it’s multi step. You’ve got one screen where you select the dollar amount. You click next. The next screen you enter in your name, you click next-gen next screen versace, all of the fields on one page you tested that we’ve tested that we’ve actually tested it multiple times. We have to move ahead. Go ahead in this in this in this test that we just ran, there was no difference we’ve tested. It previously with other organizations, we have seen a improvement using the multi step form. Yeah, so sometimes it works. Sometimes it doesn’t. Sometimes it doesn’t matter. Okay, we’re going. We’re gonna leave it there. Ok? Sometimes it works. Sometimes it doesn’t. But how do you know? Test? Yes. All right. Yes. All right. He is steve danno, senior vice president at m plus r. Thank you so much. Thanks. Yeah, thanks for sharing. Great. Great. Sure. Absolutely. Thank you for being with tony martignetti non-profit radio coverage of sixteen and t c political giving with maria simple coming up first pursuant velocity it’s one of their online tools. It keeps your fundraisers on target by prioritizing their work, their activities day in weekend, week out measuring time against goal making smart decisions about what to do day in, day out, following up on time i’m filming up with donors following up on time. I don’t know what he meant by that. But following up on donorsearch meetings and potential donors and of course, the dashboards, the management tools that go along with all this fund-raising management leadership you gotta you gotta have administrative tools so that other people can see what the progresses day to day, week to week it’s all about time against goal. This tool was created to help pursuant fund-raising consultants manage their own client campaigns. That means you get the pro tool to manage your campaigns. You don’t need the consultant. You could just use their tools. Well, you got one friendraising or or it’s a whole team velocity. Check it out. It can help you raise more money. You’ll find it at pursuant dot com now, tony steak too. I urge you take time off this summer. You are in a e-giving profession. You work hard, acknowledge that accept it and in orderto give to others. You need to take care of yourself. So i beseech you, take time off this summer and disconnect. That should be mean. Ideally that’s. No email, no work phone, no work texts, no posting and social media for the week or however long you could get away it’s breaking away from work you’re giving and giving and giving you have to take for yourself. So i do urge you take some time for yourself so that you when you come back and for the rest of the year. You know, you could be at maximum giving for those people that you’re helping and working with day in and day out. Take care of yourself this summer, please. That’s tony’s take two maria simple you know her she’s, a prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is magnify your business tips tools of strategies for growing your business or your non-profit of course, i should say that’s, her latest book, she’s our doi end of dirt, cheap and free, you’ll find her on twitter at maria simple. We’re simple welcome back, so great to be back with you, tony. I’m very glad. Thank you. Uh, i’ve missed you. I don’t know maybe it’s been more than a month. I’m not sure if it feels like it’s been just has been too long, so i’m glad that it has been awhile. That’s that’s ok, i’m so glad to be here. Thank you very much. All right. Political giving it’s a presidential cycle that is big news, but tune into time non-profit radio for breaking news we’re in a presidential cycle this year. Uh what? What do? You think the value of knowing political donations is, well, you know, it could be interesting to track this for some of your major gift donors before seeking a visit with them. It could it could give you an indicator really, of how much they’re able to give to your organization. So, you know, it kind of speaks to that capacity piece of the picture, um, so you know, they’re regularly donating large sums of money to political campaigns, you know, they could be likely a major gift qualified, you know, candidate for your organization, um, and and also if you’re of organization happens to be, i don’t know politically charged, one way or another, it would be good to know, i suppose you know where your your donor’s life, but also, you know, maybe maybe, uh, let’s let’s say, for example, a non-profit has its its mission somehow in, you know, in arts education, and you find that your prospect has donated maybe teo somebody who’s who? Ah, a candidate or, you know, a current, um, senator, congressman, whatever it is that is also involved in creating some sort of funding for arts, education or arts organizations, you know? It would be good to know that they already have that particular, um, tensions, right, for wanting to give to your type of a cause. So it could have, you know, a number of things to do with donating to non-profits and it’s. Kind of interesting, because many of the elektronik screening tools really build that into the level of data that they provide for you. So all the major screeners bring political donations into the reporting. Well, interesting. Okay. I haven’t seen one of those lately. Now, one of things we don’t want to do is start talking politics while where having lunch with our potential donor. Yeah, it’s probably a good idea not to do that. But again, just this part of you know, when you’re when you’re sitting down doing your your your donor profile in advance of your visit with them and you’re you’re looking at all the various data points that you want to collect because you’re looking for capacity to give but also affinity, right? So in in looking again at that capacity pieces especially, you know, what are they giving politically? You know, this year over, you know, how many years of period of time you want to go back and take a look at at the donor, the political records. So, you know, you can really kind of get an interesting picture to see, you know, even, you know, has somebody given democratic and then republican and then back to democratic so it’s kind of interesting to see too sometimes, you know, are they giving across the board, or is it really very focused? E-giving in their political donations? Okay, that sounds like enough motivation, right? For why this can have value for you. Definitely. Yeah. Okay. Nothing else you want to add there? No, i think you know it’s. Just it’s a good piece of the puzzle to have in your donor’s crow file reports. I include it whenever i’m doing ah donorsearch profile for one of my clients, i always look at at whatever i consigned online in terms of political donations and just really include thie. Just a snapshot of what that political e-giving looks like. All right. Cool piece of the pie. One one thing. One thing to look at, not not to give it or undue weight. Alright, well, your are doi and of their cheap and free. So i’m hoping you’re gonna come up with some, uh, some resource. Is that that we might turn two? Absolutely. Well, really the source of all the data. Even all the other organizations that might be compiling the data. They’re all getting their initial source from the federal election commission. So that website is f e c dot gov and so that’s really the place where you know any other people that are compiling the information or getting it from anyway. So you may as well go straight to to that source and get it directly there yourselves at ftc dot gov, can i just start searching? For people’s names, you can you definitely can. You can look by individual contributor so you can have a little information is just their their their last name, their first and last name? Um, and then, you know, with with more common names, i typically like to look at the more advanced search page, you know, and stead of just looking at the portal that that gives you access to, you know, searching just by name. It’s great to be able to search by state, for example, on dh, so you would want to click on the advanced search tab for sure so that you can focus it down, especially when you have a common name, you know, it’s tony martignetti you’ll probably find him without too much trouble. Oh, yeah, i’m eminently findable doesn’t doesn’t matter. I don’t need ftc dot gov, just just new tony martignetti at the very highest levels and you’ll find it. Ok, well, now if if we know the person owns a company or controls the company or founded a company, should we, i presume also be searching that company name. You know what will happen is part of the data output you will. Get that company name um, so, interestingly enough, when when you are looking at the thie, the list of contributors uh, are you looking at a specific contributor? Let’s say and in this case where you look, you have an individual’s name, you’ve looked them up, and you found their record. You can actually get quite a number of interesting pieces data from that i’ve actually found people’s home addresses because i’ve been able to find them as giving a political donation, and they might be an unlisted person, you know, in the phone book, for example, but if i have a sense that they might be a political donor, i’ll go straight to this database and i’m able to pick up on what a home address would be. Ow goldmine there, you know, right? Yeah. Absolutely, absolutely. So you get their home address, you get their, uh, their employer name and you get there. They’re title, uh, at the company. Oh, outstanding. All right. Well, let’s, let’s, pursue these gold mine. Now i have their home address. Right where you’re the you’re the researcher. Where? Why? What can i do with that now? Well, if i were, you know, at this point, then i would say, all right, well, let’s, get a night now that we know where they live, let’s get a sense of okay, well, what? How much is that property worse? Do they own other properties, secondary homes and so forth elsewhere? And so, you know, again, that’s all part of public records, so you’ll be able to find that information pretty quickly to determine what their home is assessed that what they’re paying in taxes, property taxes? Um, you know, again, and you could do that for their primary and secondary properties that they would own now, we didn’t prep this, but can you share some of the sites that you use or maybe just one hundred for for home of home value and property taxes? Well, every at this point, pretty much all tax assessors, um, are are searchable online, even for free. There are a number of fee based services, however, what i found is that if you just google the name of let’s, say the city you’re looking for, so if you’re googling, you know, i don’t know like where i am, bridgewater in new jersey, you’ll probably be able to find it, um, sometimes is the state. Some of the local papers have a have databases. Public records type databases available like like we have here locally tow us. I usually can access a statewide database of property records. Right that way. Right through. Ah mei mei, central jersey. Dot com it’s called, but it covers the entire state of new jersey. Excellent. Okay, now you mentioned thank you for that. You mentioned secondary home addresses. How would you get that? Does that show up? Ftc dot gov also? Well, if they happen to be linking their political gifts to that address, yes, it would show up there, however, usually for me to find a secondary property. I’m looking i’m most of the time i’m using a database that i’m paying for related to property searches and most people who will have a secondary home. They still have tax bills and so forth, their address on record for that secondary property is still going to be tied to their primary property. So very often, if i know the address of the primary property, i can go into one of my fee based databases that i use and then find out what? Other properties are owned and tied to the primary property. All right, so you have to go feed based, typically to find the secondary property. Yeah, well, unless they happen to be listed, and if they are a listed person, if you have a sense, that or maybe ah, boardmember has said, you know oh, gee, they happen to own, you know, property near a ski resort in colorado on dh if you could do it, you know, a search for them online and find an ad. You know that name in, like, a four one one dot com, you know, phone record or something that might be a lead for you to at least go on. All right, all right. But at least if you get, you’re gonna get the primary from fc dot gov. Yes. Okay. Very often they will build. They’ll disclose their home address there. In some cases, they provide their there, tie it to their company address. But i find very, very often people are using more often than not. They’re using their home address for that political donations. Okay, excellent to know. And thanks for pursuing that aggression with me on on home address. But like i said, that’s gold one drill down into that. Okay, so what else? What else? We’re going to see it ftc dot geever we still there with our searches? Yes, yes. So you know, you you’ll find out how much they’ve given on dh you can actually on that advanced search page. You can actually search by a date range, right? So if you were interested in finding out, i don’t know how much money bill gates gave just over the last two years, for example, you could run such a search from that particular sight and then find out all the political donations he’s made just in a two year period of time. All right, that’s, far back as it goes two years. No, no, it goes back much further than that. But what i’m saying is you can actually focus it down, if you know, sometimes you think all right, well, is it really important to know what somebody did in nineteen, ninety seven? You know, it was like so long ago, but, you know, if you’re only looking for, you know, a little bit more currency, go back two years, five years, you know, whatever. You would consider to be current for your reporting on and you know you could make a decision in your own development office is how far back you’re interested in and collecting political data. Gotcha. Okay, you’re restricting yourself, okay? Yeah, yeah, you could definitely self restrict search. All right. Anything else about ftc? Dot gov? I want i want exhaust this free research. I mean, free. Oh, yeah, there’s actually is actually a lot more to talk about. So one of the interesting things that you can do but should not dio is you can do you know, we’ve talked about proactive ah, prospecting tony in the past where we’ve said, all right, well, how can you go out and mine a database so that you’re coming up with names of new new names of people? Right? That’s, that’s a big thing for non-profits who are the other wealthy people in the community or whatever? Right? So you hand mind the data in such a way to find out, put in a zip code and find out who are all the hyre political donors in that zip code. However, you have to be extremely careful. There are there are rules there’s something called the sale and use restrictions of the data, and they say that they saw the data. Have you ever heard that term before? Yeah, they put bogus ones in that that are like fcc employees. Yeah, exactly, exactly. So they can salt each report with up to ten fictitious names. And so what? What ends up happening then is if you send some sort of a solicitation or commercial mailing toe one of the fictitious, fictitious names the committee is going to know that somebody has illegally used the names of the contributors disclosed on its report. So i would just really caution anybody against using it, um for proactive searching because you really don’t want to get caught in a least, i don’t that’s for sure. I don’t know. I don’t know about your lister, of course were, of course, but this is an ethical group, of course, disparage, and i know you’re not disparaging, okay, let’s. Ah, let’s, go out on a break with that with that caution, 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 orc. And naomi 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 dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back to big non-profit ideas for the other ninety five percent. Thank you very much. Dana ostomel maria. So i can use the zip code, search on dh, scroll through and find all my neighbors and see who they give, too. Yeah, yeah, yeah. Absolutely could do that. Okay, now, of course, zip code is going to be that’s pretty broad. I mean, you could easily just do it. Name by name, too. But if you wanted teo okay, there’s there’s, a lot of data there in zip code search. Wow. Yeah. All right, all right. Be careful how you use. Yes, it zits seated seated. You said that they say it’s salted or it’s seated. I always thought it was seated. But in prepping for this show, i noticed that they use they actually go. They have a whole paragraph on assaulting and that was my first time ever seeing it. So i learned something new. Justin prepping for the show. Thank you. Yeah, i think they’re brought thie f p c. I don’t think that i don’t think you have a grammar heated. They salt each report? Yeah, i don’t think they have a grammar. Linguistics on entomology team it at fcc. Which which is you know what? Tony latto set him straight. Ah, uh, yeah, i don’t know. There’s something they’re not well. Let it go. F e c. Okay, um, what else? What else? Sounds like this is rich. Yeah, so so here’s. Something to keep in mind too. There are actually contribution limit, so it could very well be for any given year that somebody would like to have given more, but they have hit a contribution limit legally. So for individuals, for example, um, you and i as an individual, we cannot give more than twenty seven hundred dollars to each candidate. Okay? Yes, our election, right? And then there’s also limits for, like, how much individuals can give to political action committees. Um, and, you know, there’s a whole big breakout. So, you know, you could go in there’s a number of websites that cover even if you just google you know what? The contribution, you know, political contribution limits, you’ll get various charts and so forth on this. But it’s very interesting to think that. Okay, well, you know, they you know, they couldn’t give directly to that candidate more than that amount, so what they do is they end up giving tea, you know, they give to these political action committees they give to, you know, you’ve heard of soft money score so there’s there’s ways, kind of around it and that’s why a lot of this discussion happens about, you know, reforming the way, you know, political donations are going on in the country, but, you know, i didn’t want to, you know, just let everybody know that there are indeed limits as well. Now, maria, no amount that you and i could give. Are you aware of any? I don’t know, maybe there’s shadow places where we can weaken gets info on some of this dark money? Um, well, you know you can you, khun? Definitely, you know, from through the federal election commission also there’s another website called open secrets dot or gyu khun definitely look through, look through some of their reports a cz well, um, yeah, i mean, really, if you just google it, you’ll come up with a number of places where you can get all this data for free, but i think if you know, if you kind of bookmarked for yourselves the website and open secrets some he’d be doing pretty good. Okay, cool. Open secrets. All right. All right. Um, what else am i going to know, too? That non-profits themselves. And, you know, i’m sure most non-profits know this, but they’re actually prohibited from making contributions to federal elections. I think, you know, most of us know that. But since we’re talking about political contributions and this is a show dedicated for non-profits, i thought we should leave. But that out there and we’re going, we’re going to have jean takagi on in the next week or two a couple weeks talking about the limitations on political activity. So all right there we already do that show. We did that show he’s not coming up there. Here. He did it, it’s coming up. Sam says, coming up. Okay, yeah, you know what, it’s a good year to be talking about all this force top of mind for everyone. No, i’m trying to think whether we did it already or it’s coming up, i think we’ve done it. Yeah, we did it. We did it like two months ago or so. Yes. So, jean takagi, you googled you. Go to my site. Twenty martignetti dot com look for jean takagi. All his shows will come out. And yeah, we talked about the limits of of permissible activity and and the grey areas and the tests and all. Yeah, yeah. That’s already been covered for god’s sake. I got to get with it. All right, it’s already done. It’s done making promises that are making promises that already kept was talking about talk about under promising, promising things that i’ve already done. Okay, what else you got? F come on f uc dot gov. Well, you can also, if you were interested in finding out starting with a political candidate’s name or even buy, you know, political committee, you can you can really drill down the data. So so, for example, i’m looking at a page right now for the twenty sixteen presidential campaign finance. And so it has how much money has been raised by all candidates and then they start breaking it down. Democrats, republicans. And then they start naming the individual candidates. Um and so what you can do is from there, you can start drilling down much further. And saying, ok, who’s giving to a particular candidate. And then from there, you can drill down even by state, and a man buys it. Okay, okay, this is all in the advanced search, so we’re still nfcc dot gov, right? We’re still on the f d yes, you look for presidential campaign finance reports and you’ll be able to find exactly, you know, how much is being given by people in your state to a particular candidate. Okay, that could be interesting. All right, now we have just about a minute and a half left. So is there anything we haven’t covered that? Anything else anyplace else? We got to go besides ftc dot gov and an open secrets, you know, there, there are definitely other places. But these are the two that i seem to, you know, they’re the ones that i go to all the time because i know that, especially with the ftc that’s the source of the data that everybody else’s, you know, accumulating anyway. So, you know, i like to keep it simple and just go straight to the source right to the source, okay? Any other restrictions that you’re aware of besides that? One that you cautioned us about on the seated salted, salted sounds like maybe that somebody who’s like a margarita fan or something, so they’re salting they’re they’re salting their rim and they’re writing their narrative for the site of the same time. I don’t know, but salting is not difficult correct arm seeding is the correct term. Anything else that we need to know about restrictions? Well, they do have an exception that they do list here, so that this is kind of interesting, so for some non-profits that i don’t know, maybe could get around this. Um, it says it says specifically here it says that the sale and use restriction does not, however, applied to the use of individual contributor information in newspapers, magazines, books or similar communications, as long as the principal purpose of the communication is not to solicit contributions or to conduct a commercial activity. So if there are non-profits listening, who, you know, do some type of research reporting, you know, if if the primary focus of what your non-profit does is to report news of some sort, then then you can go ahead and pull together thiss individual contributor information again, so long as you’re not using it for the sole purpose of soliciting a contribution, all right, we have to leave it there. Maria simple. The prospect. Find her, you’ll find her at the prospect finder, dot com and at marie, a simple thank you, maria, you’re welcome, great to have you back next week. Bring joy to your donors with marcy hime. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. Pursuant dot com. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. On 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. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out some death golden 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 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 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 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 off line as it were on dh 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 sacristan. 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 October 9, 2015: Anti-Legacy Society & Deep Pockets

Big Nonprofit Ideas for the Other 95%

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Claire Meyerhoff: Anti-Legacy Society

You have to thank your planned giving donors and have a recognition society. But do you have to call it the legacy society? Plus, what do you do with the group? What’s the experience? Claire Meyerhoff is a planned giving marketing strategist.

 

 

Maria Semple: Deep Pockets

Maria Semple

How do you find pockets of wealth in the communities you serve? Maria Semple reveals her secrets. She’s our prospect research contributor and The Prospect Finder. (Originally aired on March 28, 2014).

 

 


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Hello and welcome to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent on your aptly named host. We have a listener of the week one justice they blogged thank you all. Thank you for all of the amazing content that you do. We love your work end quote. Well, one justice i love your work. You’re bringing civil legal assistance to californians in need very important work without legal representation. What good our rights they’re at one hyphen, justice dot org’s and at one justice dot org’s. Congratulations, one justice, our listener of the week love you out there in california. Oh, i’m glad you’re with me. I’d suffer the effects of ps, eh, phyllis? If i had to wrap my head around the idea that you missed today’s show auntie legacy society, you have to thank your plan giving donors and have a recognition society. But do you have to call it the legacy society? Plus what do you do with the group? What’s the experience. Claire meyerhoff is a planned e-giving marketing strategist and deep pockets. How do you find pockets of wealth in the communities that you serve? Maria simple reveals her. Secrets she’s, our prospect research contributor and the prospect finder that originally aired on march twenty eighth. Twenty fourteen on tony’s take two with an i pad air responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com what a pleasure to welcome back to the studio are creative producer and ah plan giving marketing strategist krauz meyerhoff. Welcome back. Thanks, tony it’s. Great to be here again in the studio of it. You were last year for our oh two hundred fiftieth july show. He had music. We had skits. We had all kinds of radio x tragically duitz that was cool. Let’s. Just make sure people know that they could follow you on twitter at claire says. And in their very creative way that’s easy, that’s. Got someone else s okay, you but you use it an opportunity and i think it’s clever. So now my way around. Yeah. All right. Um planned giving legacy societies or recognition societies? Um what’s. What is it? Since your you do plan giving marketing? What? What is it that you think is unusual? Are unique about plan giving marketing? Why be a plan? Giving marketing strategist what’s special about that? Well, because really, when you are thinking about your donor’s overall and and putting them into groups or whatever plan giving really is on ly about marketing in a way, i mean, yes, plan giving is about structuring a trust and things like that, but let’s not forget that, but for the regular donor, what they see when they’re getting your newsletter when they see your animal report, when they’re on facebook or whatever, what they see in the course of the day is all marketing that might enticed them or interest them in making a plan gift if they see a donor story. For instance, in your newsletter that’s about someone else, who’s made a plan gift and there really happy about it, and they’re going to have a scholarship or something named after their family because they’re making this bequest and then turns the corner and says, perhaps you’d like to make a gift like this that’s marketing so it’s all about communicating. I like to call it plan e-giving communicating and marketing because it’s not just marketing, okay that’s due to me, i didn’t know you. Ah, including that in your and your your title and well, it’s. Not really. In a title, one more clinton community marketing, communications also promotions and outreach. I’ll say what instead of saying, like, what are you doing for your plan giving marketing to a client? Because that that sort of signals the thing like, oh, marketing that’s my marketing budget ni hyre in this big company and play, you know, do all this stuff instead, i might say to them, well, what are you doing for your plan? Giving out reach? How are you reaching your donors to talk to playing giving about them so it’s a little bit about outreach, it’s promotions, it’s, public relations, communications. All that really, before you do the marketing, all that other stuff is free. It’s free free claire’s whispering for expenses. Okay, everybody here, that’s okay, no marketing does not have to be expensive at all. In fact, i’m doing something. Ah, at the foundation center in november called five minute plan giving marketing. Rand. Yeah, and i’m full of information and news. Yeah, and a lot of ideas do not do not have to be expensive and can be done in. Really? Just five minutes. A little sidebar on a newsletter you know, brief mention at an event things like that now that’s not a saying that all planned giving marketing is done with elements that a lot of them and be done that because that quickly buckslip way were in your in your thing and there’s another one in your newsletter instead of saying, remember us in your will that’s like saying, have a nice day so instead in your newsletter say, are we in your will if we’re in? If were in your well, could you call and let us know it’s important? We’ll we’ll keep your request confidential, if you like or if you haven’t yet updated your will call us. We’ll give you the information you need. So to ask the question are we in your willis so much better than the remember us in your will? Okay, so that’s that’s a great tip that’s the easiest thing that any organization khun do right off the bat now when someone does inform the organization that they’ve included them in the will, then hopefully we have a recognition society for us. Why is plan give recognition society important? Well, it’s important for several reasons the first reason is that it’s a way to thank and acknowledge the person that has made this wonderful gift this future bequest, so by inviting them to join the special society or group or circle, you’re acknowledging their gift to something very important, and they’ll see it in the in the annual report or wherever. The other thing. Why it’s really important to have a legacy society or some sort of a plan giving recognition? Society is so that other people know about it and know that it that it exists. I heard it’s a marketing you can use your legacy society as a marketing, a little marketing platform or or something to encourage other people to do the same. I find a lot of organizations don’t think about planned giving a recognition group, even though they have recognition groups for donors at the thousand dollars level. One hundred dollars five. Yeah, whatever. Whatever is a major gift for you or whatever is the threshold? Usually there’s almost always won two thousand, but yeah, one hundred to fifty five thousand twenty five. They have all kinds of recognition for those. Yes, but they’re not thinking. Oh, plan. Giving recognition well, those people deserve recognition too. It’s really often an afterthought. And that is why so often the little recognition society is simply called the legacy society, because that’s as much thought as when it’s what went into it. Oh, we need to put that in our in our annual report. Here’s the legacy society here are the donor. Alright, since you’re making fun of that name now we can get i was going to ask you some other things, but we’ll get to them. We got twenty times were ah, the name the name, legacy society? Not not the best. Well, it’s not that it’s, not the best. It’s just it’s shows a sort of a lack of thought and and and if you’re already called the legacy society that’s, fine, maybe have a little co-branding a little something and something that you can do if you already have a quote, legacy, society and it’s called that you could just tack a little name onto it, for instance. So let’s say you’re a school and your your school stone that’s in the class ring let’s say it’s, a girls school and and it’s an amethyst and you could you could make it the amethyst legacy society. So you get still. Call it the legacy society, but give it a little a little something. Something a little special buy a little something something i like to see something that’s unique to the organization. What, like i have? Ah, client that has the belltower society. It’s, a school on the bell tower, is an iconic building s on their on their campus over brooklyn college. Yeah, smith college in massachusetts. They have the great court society because that’s it’s, the great court gate is this beautiful gate that when you first come to campus and it has something on it and everyone knows the great court gate and the gate is a nice thing, you know, it’s a gateway again grayce country. Where avery? Good. So they have the great court pin with with the gate a little bit of the gate on it. So that’s what? That’s for what they do the very first i think it was the very first plan giving society that i started when i was at st john’s university. It was called the macallan society that was named for a treasurer back in the late forties, early fifties era and that was exactly the people who we were trying to attract to do a planned gift for the university, and they knew this treasurer avery well, because used to give you a break, he was a priest, right? Have your break on tuition like back when tuition was like ten dollars, for a semester, you couldn’t do it all at once, he’d set you upon a plan is a great story didn’t include that story and you’re marketing his father, thomas macallan. Exactly, and everybody knew father macallan that’s awesome let’s go out for a break and when we come back, we’ll keep talking about the legacy society and some other super plan gift recognition. 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 do some live listener love st louis, missouri, wilmington, north carolina and new jersey jersey you’re masked. I don’t know why there’s no, are you one of the bad guys in new jersey? When the bad people we can’t see what town you’re in, but you’re in new jersey. We know i’m from jersey, so i could make jersey jokes, okay? Um also canada, british columbia’s with us turkey? Welcome on that! I think we’ve had a turkey before, but uh, not too much. Columbia is with us. Welcome, columbia, and we’ve got some other live listeners abroad will get two of course, affiliate affections. If you are listening on one of our am and fm affiliate stations, whatever time, whatever, whatever slop, worrying and your station throughout the week affections out to you all our affiliate station listeners and we’re going to affiliate coming up in, i think i can two more weeks i’ll be able to announce a new affiliate in the pacific northwest that’s all i am permitted to say at this time, that’s all i can say and, of course, podcast pleasantries if you’re listening in the time shift pleasantries out to you, wherever you are, whatever you’re doing while you listen, washing dishes, driving pleasantries to you, our podcast listeners hyre off. Let’s. See? That’s oh, that’s. So we were talking about naming, um so it’s not yeah, so a good idea. If you have legacy society, maybe you can personalize it a little bit. That was your idea. You already have it. And you don’t want to really get rid of it or lorts or scare your board too much or scary organization too much and that they were going to make america new name. Just sort of you could just add something to your legacy society. So you could be the, you know, the oak tree, like personalized or something like that. Okay, um, what are you seeing among plan giving recognition patterns and non-profits it’s all over the board? Because this is this is what i do so let’s say, i’m working with a new organization. The first thing i do is i go find their annual report online, and i look in the back and i see what they have and sometimes it just says bequest donors and that’s all they have, they have no riel, quote, legacy society and some people have really robust really thought out legacy societies with a great name, and they have a lot of benefits, recognition benefits. So what? Kinds of what kinds of i love your earrings, by the way. Very sparkly. Thank you. I’m sorry. We’re not surprised by my very sparkly let’s not get carried away, but the sparkle let’s leave it at that. What do you see? What kind of benefits are accompanying legacy or recognition? Society is very important when you’re when you’re starting to build out your legacy. Society experience. Let’s say you’ve never had a legacy society and your building this out and it’s. Like what kind of things can you offer? People used to say thank you and usually it’s. Nice to offer some sort of a gift. So perhaps you have some nice framed prints or a beautiful blanket with the school logo on it or the organization’s logo. Like whatever you think you can offer. That’s something that’s. Very nice. So it’s, really all across the board to have a gift. Okay, interesting. Let me stop you there. Uh, sorry, but we’re having a conversation. That’s. Interesting. So i have a different theory and that i’m not too big on the let’s. Go big on the little gift. I like a little lapel pins, but you do little framed frame things, those air interesting, like frames prince or something? Well, for instance, i know i know the ronald reagan library foundation in california, when you go in their legacy society, they don’t they don’t say this. I don’t think on their web site or whatever, but after you let them know you’re in the will, they send you, like this beautiful coffee table book, like one hundred fifty dollars gorgeous coffee table book, and you just get that as a way to say thank you. And i think it’s a very sincere way to show your appreciation. So a lot of really good organizations have a nice gift that they send, and then you could have other benefits. So for instance, sometimes they have a yearly lunch or dinner and all the way up, tio i’ve seen colleges, i know a college and i think it’s, south carolina and i want to say the name offhand cause i may get it wrong, but i know of ah college in south carolina, and they have a lot of alumni that live nearby, and so they’ve made a benefit. You can have free parking. On campus, when you come to events, so you need to, like, call the office and get a sticker and you can use the athletic facility, you can use the gym and that’s of great value does a great values but doesn’t cost the organization anything isn’t that first morning, and very few people are going to use it. It’s, it’s like people, you know, they get it and a few people will use it, but but not that many. So whatever you might have that you can offer people. So for instance, i worked with pearl s buck international in pennsylvania and their own organization that you can, like, adopt a child in vietnam, pay something every month and adopt the child, but they also have this beautiful the pearl s buck historic home, so so they’ve offered to members of their new and i’ll tell you the name in the moment of their new organization, when you put them in the will you get you get lifetime free admission to the pearl s buck house, and you could you could transfer that if you live in california that’s okay, you can transfer that if your friends are coming. East or something, you can offer them that’s cubine lifetime admission to the pearl s buck historic home. So things that you already have and you can offer people it just it sounds good, frankly, it’s, like when you’re talking about it, it gives you something to talk about there’s one that i like again, no cost when you’re hosting an event of some type, have a v i p seating area for your recognition society members, your legacy, society members, whatever. Yes, by piece sitting, you know and you could say, yeah, right, exactly or, you know, premier seating and and exactly does a lot of especially schools have, like, a christmas concert or something that’s very popular, and people come to the christmas concert, older people, they love to have that that v i p seating that this a nice a nice benefit for them. Another thing i’ve seen some of my clients do is, uh, before a big event, they host a little reception. They’ve already got the venue that’s already paid for it and it just add on like a half an hour cocktail reception beforehand. Maybe it’s a meet and greet with the ceo before. The larger event where you’re not going to really get time with that person but it’s something something special small added on to something that’s bigger. And so the marginal cost of that is not very big, right? So at a college reunion, if you have a special event for people in your plan giving society and the president of the college comes and you have a nice little cocktail party and you get and you get one on one time with the president of the college that’s that’s definitely special, but the name i think is really is really important to come up with these dust with the pearl s buck. Well, this is i worked at this organization and all they had when it when i came on board was the visionary society and the only place they had it was in the annual report, and that was it. So you never saw it on the website or you never never saw it anywhere else, so they felt it was time to refresh. So the visionary society like visionary, you can’t really see it like what is it? And so instead what i’ve done is we created something. Called the camelia circle because pearl s buck, the author that everybody loves that’s part of this organization that was her favorite flower was the camelia and right next to her office in the historic home is a beautiful greenhouse filled with camille ia’s. So we’ve made a beautiful camelia circle pin and it’s the camelia circle rather than society, because i tend a lot not like to call them societies and everything else is, well, the society. So if you have ten different societies, well, your plan giving society is yet another one. But if you circle that’s something different, i could say a guild or a league or a circle there’s a lot of other things, things that you can say. Okay, cool. Um, there’s one that occurs to me. I have a client that’s, pretty small ship it’s a historical society. And they’re celebrating what’s called the abraham lincoln brigade, which is a bunch of men who from america, who volunteered to go fight in the against the fascists in the spanish civil war. And they became known as the abraham lincoln brigade. The spanish civil war is like nineteen, thirty six to thirty nine and some of these men went over, like three thousand them and this society’s perpetuating their legacy legacy these these soldiers in the war from the u s and they call it the haram a society on the haram a haram a means absolutely nothing. That’s what i love about this, it means absolutely nothing to anybody outside the organization, right? But that doesn’t matter. That doesn’t matter to people right in any organisation. Haram a was a big battle in spanish, they all notice of that know all about it, and they’re right, and everybody else out there on the outside has no idea, and it doesn’t matter. It makes no difference because it’s special for the organism did they have any little image ing with that cause? It’s nice like when you’re when you’re building the image that’s? Why, if if, if you name it after a person, it’s a little harder to build the image because what you going to put the person’s face on a pin? So i like to use like if you have a special tree or like maybe with this haram a bottle, maybe there’s like a battlefield, a little crest of two crossed guns. Or i don’t know. Okay, i’m gonna ask you don’t have something like that now. No, look at this. Okay, um but yeah, just making the point that doesn’t have to be universally recognised. Its what’s special to your organization, i think that’s yeah, but not too out there because sometimes it’s a little too out there. And i like to do something that, like the great court gate at smith college, you can make things with the great court game. Like you can have that on stationery. You could make a pin out of that it’s a thing. And so i like like the camelia with with pearl s buck. We made a beautiful camelia circle pin and then and that allows you also let’s say you have a new member of your camelia circle. You could have them visit thie greenhouse and talk to the guy that runs the green. You can take a photograph of them and then you could give her her pin in the greenhouse. And you’ve a wonderful photograph for your newsletter that’s. Why i love the pin so much it’s an opportunity, it’s a pr opportunity i find i find donors do like the pins and they wear them, they were them two events and they’re great out of them and they’re proud of them and open and aside from that, they give you something to talk about. So for instance, i do some work for smith college, so we mail a newsletter to existing members of the great court society and in it, i always put a little thing. You’re a picture of the pin, your great court pin. Would you like that? Have you lost your pin? Or would you like an extra pin? Give us a call and we’ll get it. We’ll give you another pen. Say it gives you a little something to talk about to engage your donors because that’s, what it’s all about it’s engaging people, giving them a reason to call you or a reason to send you a little email? Yes, i’ve lost my pin. I’d like a new pin, right? You don’t have a pen, then you can’t talk about it. Um all right. So let’s, let’s. Go, little brother, what else is, uh, what else do you like in plant e-giving marketing besides the recognition society, we got ourselves some more time. I kind of like what you talked about at the beginning about things that you do for free, and that seems to be what i love to do i’ve i’ve started to put together some content, hopefully that will become a book that is all about marketing that you, khun do yourselves. That doesn’t cost you anything that any organization khun d’oh and basically it starts with that thing in the newsletter that says, are we in your will? If we’re in your will or other estate plans, please give us a call even if you wish for your gift to remain anonymous. It’s important that you share this information with us covered these different reasons and that’s, you know that’s free, you can put that in your newsletter you can put that on a buckslip so there’s a lot of things that you could do for free. So i really like to help organisations, whether their teeny tiny or a huge organization are missing the boat sometimes on the good free stuff. Well, if you have a book coming than, uh, share, share something else that’s, easy and free. Well, keep in free my kind of cheap and free i’d like to call it internal pr internal public relations. So? So you want to do more with your with your plan giving you hope to get more bequest? So why not have a little let’s say you’re having? Ah, volunteer, you could have a little volunteered gathering these air like kind of like top people, they’ve been with your organization for a long time. They don’t work for you, but they’re volunteers and their longtime donors you could have a little pizza party on a certain afternoon and invite everyone to the pizza party and say, we have something great that we’d like to share with you. This would be really, really helpful, you know that sometimes people pass away and they leave organizations gifts in there will like that. That cat shelter down the street just got a request for five hundred thousand dollars. Wouldn’t it be great if we got a request like that? And if it goes, oh, yeah, that would be great. And then you just share this simple thing with them and you say here’s something that you can do that’s really, really easy the next time you hear someone say, oh gosh, i’ve been coming here for such a long time and i can only donate ten dollars, a year. I wish i could do more. Well, you have to do nice volunteer is listen for that information and come back to me and share with me that person’s name that’s all you have to dio soc look at what you’ve done there, it’s, great internal pr you’ve you’ve shared this information with a group of people that their prospects as well, these long time volunteers, but you’re not asking them for a gift. You’re just sharing this with them and you’re putting the, you know, the idea and they’re in their head and then you’re giving them a very, very easy way that they can help beyond the way that they’re helping. Right now, all they have to do is listen for this key phrase from a donor. Gosh, i wish i could do more because that’s someone that could potentially be a fantastic plan giving prospect, they can’t give you a lot of money right now, but they might have a retirement plan, life insurance, and they wish they could do more and they wish they could do more so that’s that’s really key? So that’s a little internal public relations thing that you can do doesn’t cost you anything except for maybe a couple pizzas. I love it because you’re most people would call it training, right? It’s not, but internal pr. Oh, it’s, internal pr, it’s and it’s. Not a big deal. It’s not a big deal. Another way to do internal pr is you go to that to the young woman that answers the phone at the front desk at your organization. She’s, twenty seven years old and you say no if you say, you know, kathy, if someone called you up and said, oh, you know, i’m thinking about i’m going to the lawyer and i want to update my will, what would you say to them and cathy? Michael, god, i don’t know, i’ve no idea i’d have to ask somebody. Well, instead, next time someone calls, you know, make sure you refer them to me because here at the organization, i’m the person that that would help them with that. So it’s that’s, another way to do an internal pr is just communicate to key staff members about who’s doing what with the plan giving and you get the word out and i love that you said the person who answers the phones receptionist or somebody like that because they’re they’re talking to donors all the time and sometimes opportunities arise, so just don’t go you don’t know where their right, but you just don’t know who the next person is going to be. That’s talking to a plant, giving potential donor. I’ve gone up to the t to the help desk at a hospital and a huge non-profit beautiful hospital where i live in north carolina, and i went up to the help desk in the volunteer and she’s got the pin on thirty years service, and i said, excuse me, i said, but if i were going to update my will and and include the hospital, i love the hospital, how would i go about doing that? And this woman i know i threw her off, but but not too far because she was she was savvy, and i’ve been around a long time and she said, well, i’m not exactly sure, but i’m i can point you to the person that would be able to tell you that’s perfect, yes, and she gave me the name for the development person a development that’s a home run. So see, she knew so that so the next step after that would be, you know, introduced her to who the plan giving director is. And then she knows, like, a new a new title at the right. But now that that’s that’s the outstanding i mean, that kind of outreach is ideal. Otherwise, that person might have been lost. Well, i don’t really know i’m sorry. I don’t know. I’ve never heard of that. Okay? Feeling hurted, like people have never been mike away and say you might go and say, ok, never mind, you know, let’s. Forget it. Right. Okay. All right. We have just got half a minute. So you want to give us one planned giving marketing tip? Whatever it is related to free, free for all. Well, another really inexpensive thing that you can do is you could. You could have some information on your website that has your request language, your tax i d and all that right. You probably have that. Have your i t person make a little vanity kind of earl fort. So say you’re a s p. C a, you know, in new york dot org’s you could have slash requests or slash plan giving or slash my will or something, and and you have rent that unlike a special little card you could make with on vista print or something or through your organisation, make a special little card and have your title on there your name and title you’re the development director than on the back of the card. You have this little girl, and so when you’re going around and doing your internal pr and you go to the lady at the front desk, you could give her that card and say, well, if someone calls, you can just give them this earl where here’s ten cards and if someone comes before you give him a card or figure out on a donor visit or you’re at it, you’re at a dog wash, you know thing for your a s p c a and the person says, i wish i could do more. You could you know, this is where you know this is. You could send your lawyer here on look hard, so inexpensive and love zoho effective lovett claire meyerhoff planned giving communications and marketing strategist you’ll find her on twitter at claire says c l a i r e as easy, thanks, claire martin. Thank you, tony. Great show. And thanks for being our creative producer as well. It’s it’s it’s an honor and i have it on my lincoln. Thank you very much. All that tony’s take two and deep pockets coming up first pursuing they’re here. Hillary sutton is brand journalist for pursuing in the studio from lynchburg, virginia. Welcome, hillary. Thanks, toni. Excited to be here. Cool. I’m glad you’re excited. Thank you, rob. Very glad to have you were talking about pursuing for weeks. Generous sponsor of the show. Thank you very much for that, i think that’s ah, i think it’s a perfect relationship. Yeah. We’re we’re so excited to be able to support a podcast that provides action oppcoll information to people every week. And it’s. Just really helpful. Absolutely. I mean, look at all the stuff claire shared. Right. Like a dozen things that you could go on. Start taking notes over here. You could start on monday, take the weekend off and start your plan giving marketing and recognition on, eh? Um okay. Interesting title you have pursuing brand journalist. Why is what what is? What is that brand journalist do? Yeah, great question. So i’m a part of our marking team and i get the express honor. Teo, help share the success stories of our clients we it’s really exciting when we get to do we get to come alongside our clients who have big dreams, big visions for changing the world. Really every organization marvin improving the environment. I mean in so many different ways. And so i just love teo, get teo it’s get to connect those dots of how we’re getting to come alongside those clients and and leave the world a better place. Really you’re helping tell the story of how pursuant is helping clients in whatever they’re trying to dance, right, make the world a better, much better place. Okay, cool brand journalist covered that innovative. Alright, um, so you know, you know very well that the audience here is small and midsize non-profits on dh pursuant to the reason i think it’s such an outstanding relationship is because there’s so much that pursuing does that small emissions shops, midsize shops can take advantage of like all the tools, you know, in ala carte tools and things just help amplify it. I mean, i talk about it every week, but, um what? Look, why? How is it that pursuing is always thinking about small and midsize? Sure, while we have a couple of different offerings specifically, our velocity and our billboard are both offerings that just help small and midsize fundraisers work smarter, not harder. We’re going. We’re going to talk a little about velocity because there’s a survey and that’s actually for like, uh, managing your fund-raising and fundraisers. Time against goal, right? Yes. It’s e-giving productivity tool for fund-raising. Exactly. It’s a prospect management system and it’s. Interesting. Because we actually developed in house because we have some gift officers in house and we developed it to make their jobs easier so they wouldn’t spend time, you know, doing the same things over and over again. It simplifies process. It was it was being used by pursuing concerns as they were helping client that’s, right? And so it’s. So cool. I like that. Yeah. Developed internally. And it was so helpful that it was somehow sure we thought we’ve got to share this. Exactly. Okay. Okay. Let’s see, also you mentioned billboard? Yes. Okay. Billboard is our tool that does marketing automation. So it’s it it it’s a fantastic tool to use, you know, at the year. And you don’t have time to send out those emails. Live particular year in giving him so billboard is a tool that could help automate that and automate your non-profit running across its really cross all marketing channels, right kind of helps you develop well, send the messages and then it also has analytics. So you know which channels or productive is that the best mobile is the best e mail? Is this one your social media platforms? You know, etcetera? Exactly. Let’s go back to velocity because there’s a survey that i am going to put on my video next week. So on today’s the ninth, ten eleven, twelve so many the twelfth is going to video. I’m going to talk about the survey and i’ll have a link to it. But velocity, you’re trying to get more information and people can win an ipad air. Yeah, exactly. We just want to hear from fundraisers about some of their pain points. S o we can make our product better to make it to serve fundraisers better. So in exchange for your time, you get entered to win and an ipad ipad and are better. I’ve had a rare yeah, and i i went through the survey. It takes like five minutes. I’d say five, six minutes elearning yeah, there you go. It it’ll help develop the tool. But important that mean the tool is already available now? Yeah. It’s. Just like it’s going to be like improving it. Yeah. Step to face two or something. Okay, cool. Hillary, thank you very much for coming around your way. You’re my pleasure. And thank you again for sponsoring non-profit radio. Happy to do it. The video that hillary and i are talking about the survey and the link will be on tony martignetti dot com by the time you’re hearing this and that’s tony’s take two for friday, ninth of october fortieth show of the year. Here is maria simple with deep pockets. Maria semple is with us. She is the prospect finder, the 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 ideas. You can follow her on twitter at maria simple welcome back from vacation, maria. Thanks, tony. Great to be back here with you. I’m glad you are. Where were you on vacation? We took the kids who are both in college. We took them on spring break and went down to riviera. Maya in mexico. Was this a selling vacation? I know you’re an avid sailor. No, it was land based, but it was wonderful. We did get out on a little catamaran to play that they had available at the resort, you know, to take out on your own. Just, you know, a smaller one. There this fun. Now we’re here and where your college kids thrilled about going on spring break with their mom and dad and sitting on the beach instead of being with their friends and drinking beers. Actually, they were they were just fine with it. And, yeah, we won’t address the other part of that. I’m sure if they’re below twenty one that i’m certainly don’t drink beers, right? Well, they they’re they’re of age. They put it that way. Okay. Okay. Um well, i’m glad you’re back. We’re talking about finding pockets of of affluence in communities. This this comes up in your practice, it does, it comes up a lot in, especially when i’m doing seminars or workshops in front of live groups, you’ve inevitably always have somebody raised their hand and say, g, we we really like to know a little bit more about our communities in terms of affluence. What what are the more affluent, zip zip codes? Um, and then, you know, what is philanthropy looking like in general amongst high net worth individuals? So i thought it might be kind of interesting for us to take some time and talk about what some of the resource is our that air available online to kind of examine, you know, both of those areas. Okay, before we go online, is there any chance of starting with your immediate internal resources, like you’re bored? You could could you start there, perhaps? Oh, yeah, absolutely. You could definitely start with your board. What? What i think is usually helpful, though, is if you very often, if if you goto your board and try and have a conversation at a board meeting or a development committee meeting and just kind of say, well, who do you know, give us the names of everyone, you know, you know, sometimes it’s better to kind of have maybe sort of almost a vetted list first to se gi these air, some people we’ve identified or these air some affluent zip codes we’ve identified in our region? Does anybody know any of these people? Or does anybody know anybody in these in these zip codes? Because then now you’re getting them to really focus in on some specific people are specific communities, and then, you know, versus them just trying to figure out who they know in their entire world or roll adex, okay, so we’re going to go online to try to generate thes resource is start t these resources to try to generate lists and, uh, give people names and communities and things like that, too, jog their memories. Yeah, i think i think that works at a little bit better for a lot of boards because a lot of people are a little bit more perhaps reserved. Or they say, well, you know, who is it that you want me to bring to? The table here, give me a little bit more parameter around that. Okay, well, you’re are dyin of dirt, cheap and free. So where should we get started with this? So, you know, the census pulls together a lot of great data about communities, and that really is the basis for a lot of these statistics that you can get regarding not only where income levels are and wealth, but how what the makeup is of the population. Right? So this could have implications not only for the fund-raising side of your non-profit, but also thinking about programs and services that you offer. And, you know, maybe you have certain services that are more geared toward females are more geared towards certain types of populations, maybe immigrants. So you would want to know how you know, what is our population, makeup and how well, with this programme are service you’ve made have a sense that this might be something that you want to offer at your non-profit but not knowing the exact make of of the community you you would probably be, you know, better off just kind of doing a little bit of research to see well, just what? Are the numbers of the people in that community that make up that population? Ok, how do we access the census data? So one source is directly from the census itself. It’s it’s called american fact finder. And the website is a fact finder to roman that’s, the numeral two thie arabic. We know that’s the arabic numerals, right. The arabic numerals, right. Fact finder to dot senses. Stop, gov. Um, so that is a pretty good place to start because what you can actually dio is you can put in your specific zip code that you would like to do a little bit of research on. And you can get information, for example, like the average adjusted gross income for that community versus the entire state. What charitable contribution deductions are in that zip code. So that could be kind of tito that’s. Very interesting. Yeah, it’ll. So i had gone in in prep preparation for this particular show today. I went in and put my own zip code in and saw that the average charitable contributions were three thousand sixty two dollars, right? So if you’re trying to think about where tio really started mining specific communities, it could be an interesting way to see if that how that community compares to other nearby communities, and you can also look at income income statistics. There you can look at income, you can look at average adjusted gross income, you can look att estimated median household income. Andi khun, look att house values as well. So i thought that was kind of interesting because a lot of people will say, well, g, you know it it seems to be that the communities where there might be hyre hyre home values could potentially then translate to higher income brackets and potentially hyre giving as well, yes, interesting. So you can you can play with these different variables of income and assets and charitable deductions average terrible reductions in the right zip code, for example, in my zip code. One thing that i found to be kind of interesting when i looked at the estimated median house value in in two thousand eleven as it was broken down by race, um, the asian community came out highest at just over five hundred seventy five thousand, the next highest level was the white population at four, sixty nine and changed so it was interesting to see how, how even they can break it down by race based on the information found and census data. Okay, and that’s all that fact finder to dot census dot gov, right and another site as well, which is it? City dash data dot com, where you can look at a lot of this broken down, but focusing first on the census site that i mentioned the fact finder site, you can download their data into excel spreadsheet, so i thought that was interesting, because then you can you know, if you if you needed to do any type of reporting at your in you can take those spreadsheets and share them with other people within your organization, be that, you know, staff or or bored, you can also sort you can also sort by different variables, right? Absolutely. And then they also had poverty, statistics and statistics around veterans. So if you were looking to try and figure out where the poverty stats where, you know, maybe you’re trying to develop programming for lower income children in your community or something like that, you can try and take a look at where those stats are also. Some non-profits are addressing the needs of veterans. And so you could try and determine what the numbers of veterans in our communities and trying to come up with programming for that too specific population. Okay, that’s a very good one. I love that one. Ah, yeah. All right. You mentioned city hyphen data. Dot com city data city data dot com there’s a hyphen in there? Absolutely. And i can put these on your facebook page, if you like after the show. Well, yeah, i’m going to do the takeaways and i’ll have a bunch of them. But you, khun, you can then add some or two, you’ll be able to add, add beyond what i what i put in the takeaways. Okay, okay. Terrific. So there again, you can search by zip code and again, you can look at the da’s adjusted gross income figures, charity contributions um, home values again broken down by race and so forth. And you know, you khun a lot of a data, you’ll you’ll note. It’s laid out a little bit differently. So i think what i would say to your listeners is checked. Both of them out. See what type of information it is that you want to pull out of this, um and see if if if the data is going to be useful for you. It’s presented a little bit differently on the two websites. But i have a feeling that the actual core of where all the data is coming from. It’s really? All from the census. Oh, interesting. Ok, same data differently presented. So use both. Lookit lookit. Both. Okay, absolutely. This is an example. You know, i love this example of ah, value that the government provides us through the through the census. Yeah. It’s all it’s all there, it’s free. And so why not take advantage of you know, all of this? All this work legwork somebody else has done for you. What else you got for us? So then i was beginning to think about, well, let’s, look, a philanthropy in general and the mindset, perhaps, of high net worth individuals and two interesting studies that are out there. One is by bank of america. They do a high net worth study. Ah, and the last one was done at the end of two thousand twelve. And another a source that i do want. To give some time to talk about is the chronicle of philanthropy because they did something in two thousand twelve called hyre how america gives you remember that and the make of america’s study, um, is quite lengthy, they do have an executive summaries well, and that girl is a bit longer. So but of course, if you if you just google the bank of america hi network study, you’ll get right to it as well. But what i thought was kind of interesting is that, you know, that they profile how the high net worth individuals are giving now. So where the state of giving wass and at that point in time when they did this study and also how they might be projected to give so i would really encourage the non-profits to take a look at that, especially if they’re looking to, you know, really increase their individual giving program amongst high net worth individuals just to kind of understand where the mind set is for these individuals, okay, so this is sort of after you’ve identified people that this isn’t really to identify pockets of affluence in your community, but how to deal with those affluent. Populations right? Why they why they give what motivates their giving? What motivates they’re getting right? So trying to trying to figure out where they’re giving, where, where might it be going? What is their mindset? So it’s one thing to be able to identify those pockets, but then how do you interact with them? How do you take that data and make it useful for you? Right? So one thing that i found interesting on on one of the pages of the report was that of that particular report was that the high net worth donors are increasing, they’re increasingly directing their gifts towards operating support. Ah, and this is something i get all the time. When i hear at my seminars, people will say, well, you know, the foundations and corporations they really want seem to really want to tie they’re giving to very specific program, nobody wants to fund operating support, but here in this report, they’re saying that they are open to the high net worth individuals are open to ah e-giving you contributions toward operating support. So i think that this is a huge opportunity for non-profits to focus up, because obviously these donors do. Understand about overhead. They understand that there has to be money for the lights and the heat, etcetera, and i think that you can easily direct some of your conversations to that. That sector. All right, we have to. We have to take a break for a couple minutes. Maria, when we come back, we’ll keep talking about these deep pockets, how to find them. We’ll talk about that chronicle of philanthropy survey, and i know that you have some others, so everybody 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 neo-sage 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 m a r 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. Maria simple. I want to thank you for including a picture of me on your the prospect finder micro fiber cleaning cloth. Thank you. Like that. I do. I don’t know how i feel about my face being smeared across people’s monitors and smartphones, but but i think there’s a little picture of you and me in the studio, on the arm, on your cleaning cloth. Thank you very much. You’re very welcome. Very welcome. So i decided that sometimes that some of my speaking engagements i might be able to hand that out and be a nice little thing that people could keep and think about our faces for years to come. And i noticed, too. If i if i stretch it vertically, it makes me look hydrocephalus. Oh, my goodness, i haven’t tried there, and if you stretch it horizontally, then looks like i’ve gained about one hundred twenty five pounds. Can i send out some listener lovas? Well, three times? Well, because of your show, i was asked to go and speak to women in philanthropy of western massachusetts back in february, and they’re huge fans of your show. And so i just wanted to give a shout out to them and say hi, thank you very much with women in women in philanthropy, western mass, and they’ve invited me to come, but they’re booked until, like, next mayor april or something like that. Twenty fifteen not talking about this year. They’re booked until spring of next year sometime. So tired. Organized group. Yeah, i have time to make my reservations. Um okay. Let’s. Go back to our our deep pockets. Was there anything more you want to say about the bank of america study of high net worth philanthropy or we finished with that? No. You know, it’s very in depth. Really good projections. I found on pages sixty three to sixty five of the study of how they’re giving now and how they’re projected to give. So people are feeling a little overwhelmed with the study and they want to at least try and figure out where’s. What does this all mean for me? And where should i go with it? I would say they should focus on pages three to sixty five study that’s incredibly valuable, because and so is the fact that you said earlier there’s an executive summary, because if i was listening. And i heard sixty five pages in a survey. I think i’d move on to your next suggestion. But that’s, just me. But it is called the bank of america study of high net worth philanthropy. And as marie said, you khun, search for that and get it for free. What do we got over the chronicle of philanthropy? This how america gives thing. So what they did back in two thousand twelve, they, uh, they decided to make an entire map of the united states. You can put in your zip code and get a lot of data on where philanthropy is for those specific zip code. So i thought that was kind of interesting because, as you know, the chronicle is one of those resource is that a lot of people really rely on. Um so when i gone in, i put my zip code in. I took a look at they give a breakdown by total contributions. What the median contribution is. And then they also give you the median discretionary income. Um, andi give it as a percentage. They give you the percentage of income given, so i thought that was was pretty good. They give a breakdown as well by demographic. So do you just have an idea? You can look at a breakdown by age, race as well as education level of the population, just in case that was of interest to you. And they give a breakdown by income level of giving. So if you wanted to see, like, they break it down between the people who make between fifty, the study, basically start assuming on income level of at least fifty thousand. So fifty thousand to one hundred and one hundred, two hundred, two hundred and up and then all income levels help me understand how you would use all these sites. And i know there’s another one, one or two. We’re going to get to, but some claim gives you ah, project a task i need. How would you use all these different sites? You go to all of them. Or do you? You find some from some sites and other info from other sites. How do you approach this? Well, it really depends on what specific piece of information they want. Most of the time they’re giving me the name of an individual. Teo actually profile for them and other times they might come to me and say, well, you know, we’re interested in expanding and doing some proactive prospecting, you know, where are some of the more affluent neighborhoods that we should be looking to perhaps hold cultivation event? Um, sent mailers out, too, so they’re just trying to identify what are those pockets near them that they should be potentially targeting if they want to get into some proactive prospect and get some new names of people associated with their organization? Right? And if that’s your that’s, your charge, the ladder to find those pockets, how would you how would you approach that? So i would probably go teo, both fists chronicle of philanthropy study, as well as the census data, to try and identify where those hyre income levels are, and both of those locations where people are giving more so they be more of ah, i guess the more likelihood of success if they’re both approaching people with higher incomes and also are accustomed to giving hyre levels of money. Who okay, okay on and then, of course, you have to devise. You know what is going to be our plan if we want to? Go to that entire zip code. What? You know what? What are we going to do? Are we going to devise a mailer to go to all the households? There’s an every door direct program, for example, that the post office runs where you can target specific zip codes? Um, every every door direct, no shoot. Right? We’re out of time. Let’s. Hold that every door. Direct, let’s, let’s talk about that next time and unfortunately have to leave it there. So there are some other resource is that you have, which we will include you can add to the to the takeaway is that i do on the facebook page. Okay, sure. Absolutely. Thank you very much. Maria simple. The prospect finder at the prospect finder dot com. And on twitter at marie a simple thank you, maria. Thank you. Time for mohr live listener love lots of new live listen has joined us from carmel, indiana live listener love out to you especially and zoho in new wendorf, germany. Good dog also joined by inchon, korea anya haserot and hamamatsu japan konnichi wa also ten gin china still thinking of you that tragic explosion a few weeks ago threefold, weeks ago or so, still thinking of you, johnjn ni hao and also in india and i hope i’m saying it right live, listen love send there, too next week, a panel on stop pointing fingers at tech and hiring geeks with amy sample word. If you missed any part of today’s show finding on tony martignetti dot com, where in the world else would you go pursuant fund-raising tools for small and midsize non-profits you’ll raise barrels more money. I’m not talking about those tiny replicas you seon model railroad set ups on ping pong tables. I’m talking the sixty gallon models stacked in the musty barrel room of a winery filled with money pursuing dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer shows social media is by susan chavez, susan chavez, dot com and this music that you hear is by scott stein, thank you for that scottie with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. Kayman 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, way.

Nonprofit Radio for May 22, 2015: Linkage, Ability And Interest & Crowdfunding Legal Tips

Big Nonprofit Ideas for the Other 95%

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Opportunity Collaboration: This working meeting on poverty reduction is unlike any other event you have attended. No plenary speeches, no panels, no PowerPoints. I was there last year and I’m going this year. It will ruin you for every other conference! October 11-16, Ixtapa, Mexico.

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Marie SempleLinkage, Ability And Interests

Maria Semple

Introducing the LAI principle for rating potential donors. Maria Semple walks you through it. She’s our prospect research contributor and The Prospect Finder.

 

 

 

Gene Takagi: Crowdfunding Legal Tips

Gene TakagiGene Takagi is our legal contributor and principal of NEO, the Nonprofit & Exempt Organizations law group. He raises your consciousness about legal issues around the popular crowdfunding sites.

 

 


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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 new affiliate to welcome k y r s eighty eight point one and ninety two point three fm in medical lake spokane, washington i’m looking forward to helping your non-profits welcome kyi rs thank you so, so much for being with non-profit radio and being our newest affiliate, k y our s oh, i’m glad you’re with me. I’d be stricken with ngom nail blast iq limb, fadden apathy. If you gave me the bad news that you missed today’s show linkage ability and interest introducing the high principle for reading potential donors re a simple walks us through it she’s, our prospect research contributor and the prospect finder and crowdfunding legal tips jean takagi is our legal contributor and principle of neo the non-profit and exempt organizations law group he raises your consciousness about legal issues around the popular crowd funding sites and he walks us through those on tony’s take two non-profit radio on the road and third sector responsive by opportunity collaboration, the working meeting on poverty alleviation that will ruin you for every other conference, i’m very glad that maria samples back with me she’s, the prospect finder, 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 donor prospects now exclamation mark she’s our diet of dirt cheap and free ideas you can follow her on twitter at maria simple. Welcome back, maria! Hey there, tony, how are you? I’m doing terrific, lee. Well, how are you today? Just find a little bit of allergies going on, but other than that, you know, i think everybody suffering, though, right? Well, i suppose i see you have a lot of allergens in new jersey. You know this here seems to be particularly bad. I have not been bad in past years, but ah, i don’t know. What’s going on this here against the it must have all exploded at once. Okay? I’m allergic to some people in new jersey. Ilsen listen, my family that’s what you know or not you mostly my family. Um all right, my mom and dad don’t listen, so they wouldn’t know that i just said that there, but they’re big fans. Of the show, but they don’t they don’t. Listen, um, this l a i linkage ability and interest. We’re using this for tracking and rating are potential donors. Is that right? Yeah. That’s, right. You know, i thought it would be an interesting topic today. I was i was recently asked to speak about this on another person’s webinar. And i was thinking that it was something you and i had not covered in the past, um and it’s certainly something that is freon dirt cheap, right? Because it’s being done by dafs board volunteers and, you know, khun really involve a lot of different people in this process and it’s probably, you know, a pretty important part of the overall fund-raising process when you think about it because, you know, we only have so many hours in a day in a week, in a month in a year, um, so we really need to be able to focus on where allocate our time and our resource is right. So human resource is funding, etcetera? Um, so, you know, we’re trying to really get down to is answering that most basic question and fund-raising is really how to qualify people. Right? So hopefully, you know, at the end of the next few minutes together we’ll we’ll come up with a process for your listeners that people can start to implement. Okay? All right. So, uh, what’s think our first part linkage? What is it? What i mean by linkage? Linkage to what? Right? So linkage to the organization. So how how is this person linked to your organization? Who is that? Ah, that individual that might stand between you and that prospect. So, you know, it could be that you have a boardmember who has access to this individual, maybe maybe it’s a staff member or ah, some other volunteer with the organization, so they’re really kind of like, in lincoln terminology, they’re really just two degrees separated from you. Um, and and in some cases, somebody might be more than two degrees separated on dh, then that’s going to really kind of affect how well linked they are to your organization already and how much they they already know about you, right? I have to i have to quibble with you about something now linked in did not create that two degrees of separation. That correct that comes from kevin bacon that’s, right? I don’t i don’t want the social networks taking over our r ah, story traditions, that is a kevin bacon, you know, story, whatever you’re called that is not attributed to linked in dot com, alright, right know it’s? Not absolutely, but of course, lincoln can help you in this process when you’re trying to determine linkage, right? So if you’re just trying to figure out you have a known individual, maybe they’ve come teo ah gala or something, and you’re trying to figure out, well, who can really help us, you know, cultivate and potentially solicit this individual? We want to engage them a little further in in our cause? Um, and so, you know, certainly lincoln is one of the tools that you might be able to use, i think, you know, why not use that technology that’s there to help determine how many degrees they’re separated from you? I’m not objecting, teo, speaking to that in terms of linkage and proximity to the organization. So geography, i think, in my opinion, could potentially play a knopper tune ity here into linkage. So if you really a small non-profit and you serve a very small geographic area um, you know, is this prospect living in that geographic area, or do they live somewhere else in your state? But maybe they have an interest in funding your type of cause. So, you know, i do think that that geography can play a role in this as well. Okay, okay. Um also the e-giving history, right? In terms of our their their closeness to the organization, another way of measuring that is how often and at what level have they been giving and how regularly, absolutely and, you know, we’ve all heard of the stories in the press, right of people who passed away, they leave a lot of money to an organisation, they were on ly donors that say very modest levels, but they were consistent, right? So they zsystems long time donors and and, you know, i’m preaching to the choir was talking to you about this, tony, but, you know, certainly passed e-giving history is even if even if the gift amounts have not been very high, i really do think you have to take into account that longevity how long they’ve been with you? Yes, on dh that’s particularly true looking for potential donors in planned e-giving but yeah, that that committed person who’s been giving and, you know, maybe you’ve heard me, you probably have because we’ve we’ve done seven hours together say that, you know, even if it’s ten dollars, a year or ten dollars, a couple of times a year, but they’ve been doing it for for a long, long time, like eight out of the past ten years or twelve or fifteen out of the past twenty years i mean, that’s ah, that’s a lot that’s a that’s, a really committed person, even at low, low level. So you want to consider them as potential? Maybe not for what you might consider a major gift, but certainly for potential volunteering planned gift or maybe moving them up the the e-giving in the giving ladder, you know, that consistency is really important, irrespective of the size of the gift. Yeah, alright, thanks, maria. So you know, i would agree with you, right? You’re you’re on safe ground. Yeah. Course. Plus, i i feel bad. I feel bad about my rant about the kevin bacon phenomenon, so i don’t want it. But you know me well enough that you know there’s no harm done. No, i’m intended no harm intended. Maybe harm done, but i didn’t intend any, but i don’t think so. What’s ah, what’s ability all about after linkage. So the a for ability. So really it’s it’s, really? The ability rating is it’s based on their ability of what they can give and not what we think they will give. And so that could be two completely different numbers, right? You might be talking to your board members and your board will say, you know, well, andre, go in either direction. Right? So the conversation might be something like, um, you know, where we really think that this person that we, the board, think this person is certainly capable of contributing to our annual campaign or our capital campaign at a level of, you know, five thousand dollars and, you know, maybe your research reveals that this person, you know, has never given anywhere near that amount. Maybe all of the donations use i’ve ever been able to find out what they give to other organizations in your community. Maybe two hundred dollars, and below. So certainly, you know, you wanted to raid it in that you know appropriately in terms of their ratings for the ability, but it could also be in the other direction so the conversation could be g we think this person capable of donating five thousand dollars and your research reveals that in fact there, you know, they made in the past in the recent past a twenty five thousand dollars, um, commitment to another organization. So knowing that you’re potentially leaving money on the table by not asking for a higher amount. Yes. Okay. Okay. Let’s, uh, let’s go out for our break a little early and if there’s more to say about ability, of course we will. And then we’ll we’ll cover interest, and then we got to put this all together. What the heck do we do with all this info that we’ve got? 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. The small midsize shops that’s who were always about i got live listener love, cartersville, georgia. Marquette, michigan, san francisco, california, duncanville, texas cool and carmel, indiana special belated birthday wishes out the carmel, indiana live listener loved to each of you there’s others out there don’t fret if you’re still listening, there’s others out there and more live listener love coming. And of course, we’ve got our podcast pleasantries for everybody listening some other time on some other device unknown to may be many of us, but pleasantries to the ten thousand podcast listeners, and we got more. We got more love coming out, so don’t worry about that affiliate affections. All right, maria, um, anything more that we want to say about ability, that the person’s ability to make a gift, how much we think they can they’re capable of giving now, i think i’ll stay a little bit more about it in the next few minutes after we cover interest, because i want to go over some general levels of ability, so we’ll get into that when we get into the rating, okay, be little mysterious on me. Okay, that’s. All right. Okay, then. Let’s, let’s go to our interest. What is this about? So, really, you know, here we’re trying to understand, you know, if they could really be engaged in the organization, how interested are they? Do they have a specific area of interest, you know, are they connected to you because of a particular passion that they have or maybe there’s something that actually connects them to your program? You know, maybe you serve people with disabilities, and they have ah, family member, a close family member who is, you know, has disabilities and may or may not be using your services currently, you know, so what happens here is that, you know, way understand their interest so that we can fulfill a need that they have to make the world a better place. Um, and then, you know, they’re really going to be only too happy to invest in your mission or your services or your building campaign or, you know, whatever other major campaign you’re doing, perhaps an endowment campaign or a legacy planned gift campaign. So, you know, you’re really looking to fulfill a need that they have understand what they’re interested in and helping them fulfill their mission. So, you know, having a general idea of what they’re interested in is certainly going to come into play in your overall research right now, someone could be, you know, very closely connected under linkage and have very high ability, but maybe maybe they’re not connected. Maybe maybe they’re not well now, if they’re not, if they’re connected, there wouldn’t be uninterested. Let’s see, i guess around my point is someone could be very high in one or two of these, but quite low in another one that’s, right? Like maybe interest, maybe interest is very high ability is very high, but linkage, nobody knows them, they’re not connected to us at all, exactly. And then and then what do we do there? We’ve really got to find a path to that individual because, you know, if they have ah, hi ability than it’s pretty darn likely that you’re not the only person knocking on their door trying to get a gift. And now this can also apply for foundations and corporations to right. This is not just individual ratings or what you know, i want to apply this more. For individual ratings. But, you know, i suppose it could certainly apply for for foundations and corporations as well. So much of what i focus is on is individuals, but i think you could probably apply this very same formula to your foundation, corporations and corporations. I’m thinking, especially local businesses, local corporations. I mean, i guess it could apply for bigger ones too. But, you know, if your if your campaign is around cultivating local local business people, and then i think these things would apply equally. Yeah. Okay. All right. So we got are lei i laid out. Now what the heck we could do with this. Okay, so well, let’s talk about a typical rating system and how you would potentially callie up some points because what we’re trying to do here ultimately is trying to figure out who are our best prospects. Where should we be focusing our time? So this is a very general number that you might suffer in this rating process is going involved. Mathematics? Yes, very simple math, because, look, i’m not a math person either. All right, you’re probably more of a math person than maybe implant giving. You have to. Do division. No, i think i really think it’s just straight up addition. Alright. Additions. Okay. All right. Okay. All right. Especially as long. There’s. No log. Arrhythmic found formulas or no, no, nothing like that. Okay, the total number of points that you can get is fifteen. Okay, your absolute best prospect is going to be raided. A fifteen. And this is how it breaks out. By the way, i got this off of a document that i found on a peace website. So if you just google les i principal it’s probably one of the first three hit that you’ll get on google lay our principal. Okay, but can we also get you? Teo posted as a comment on the on the facebook page. Takeaway here it’ll be up by three thirty or forty no around four o’clock eastern today. Could you do that? Sure. Thank you. Alright, so go ahead. So fifteen so linkage. So you’re going to go from a score of zero through four xero would be if there’s absolutely no record of giving and no contact with that donor that they’re rated xero for linkage. Okay, alright. So there’s? Yeah. There’s what i was talking about before somebody could be very low in something, okay, you’re xero now you said, xero four, can you do one to five? Um, well, for purposes of the download that i got from a p, it went from zero to four, so one would be if they made a pledge, but no gift, or maybe a one time or a memorial gift. Your organization. I’m just making trouble. All right? Xero will still xero before i prefer one to five, but we’ll go with yours. Okay, good. Um, two would be if they relapsed, or just an occasional donor. Your organization three would be if there are frequent donor let’s, say annually, but number four would be if there are frequent or current major gift donor-centric. The best would be five since i since i said at the outset, we have a maximum of fifteen points. We’d have to kind of stick with xero through four rating system for the purposes of this discussion anyway. Oh, so they’re not all going to be zero to four then, okay? Because correct, because that would only be twelve c i can multi actually multiplied, actually. Just multiplied three times for so you know, so give me a break. All right? All right. So go ahead. Now. Ability. We have different now. How many? How many do they break out to ability xero what? Seven. Okay. Let’s. Just seven. Okay. Ah, let’s. Just let’s. Just sample them a little bit let’s, not read all seven categories. Okay, so there will be if they’ve given you from one to twenty four hundred dollars, a four would be somewhere between fifty and nine. Ninety nine thousand dollars on day seven would be five hundred thousand and above all right. But of course you would. You would scale that to your organization if your largest if the largest gift you’ve ever gotten is one hundred fifty thousand dollars, no point in having half a million dollars on your scale. Right. So you scale, you scale your scale appropriately scale the scale. All right. I hope you haven’t from with this, because i am. I don’t know if i can’t tell if you are, but maybe it’s, maybe it’s tze pretty new to me, so i’m enjoying it. Okay, what do we do? S o that’s xero to seven for ability. You’re recommend, right? So we got four and seven. Eleven. So the next one must only go xero toe four. Yes, exactly. Xero for instruction at that time, i did subtraction. All right, go ahead. Interested xero no interest, no knowledge or very minimal knowledge. Okay. In your organization, on at the other end of the scale of four would mean that they’re actively involved in your organization. They volunteer. Or perhaps they’re aboard, or even a past boardmember right? Or maybe think about even a past honoree. So so for many organizations where an annual gala within an honoree is is somebody you know, if you haven’t honoree like that, certainly they would have had some more in depth connection to your organization. Hopefully, yes. Okay. There’s a good ones. Especially. Honoree that’s that’s one people might not have thought of, but all right, it’s it’s cool. All right, so we have totals in each of our three categories. I’m guessing we’re going to add these up, right? So then you would add them up. And as i said, you have a maximum of fifteen. So now you have some decisions to make, right? Like, what is that minimum score that your organization is going to need to have in place before you put that person into a a pipeline for one on one cultivation and solicitation? Right? Because you’re only gonna have, you know, so much staff and or so many board members committed to helping you reach out to do some of these major gift solicitation efforts. You know, you have to figure out how many prospects can we end up with that’s going to be manageable? Because if you give somebody an unmanageable number than people get overwhelmed and what’s gonna happen, they’re probably not going to do an awful lot. No, you know what i look? You know what i love about this is for small and midsize shops. This replaces what could be a very expensive wealth screening process and, you know, the compay cos teo to do that for you, and then they’ll stratify you’re prospects on dh. Then you’ll you’ll proceed from there, but this is for for smaller shops, you know, there’s time involved in doing the research here, but but if you could do that, um, it’s a way of stratify ing your prospects and then you got your you got your what was the top score again? Fifteen. You got your you got your fifteen toe, you know, maybe you’re fifteen to thirteen is your top prospects and then twelve to ten. Obviously, second tier, you know, but you stratify and then you apply resource is appropriately. Does that sound that’s unreasonable? Yeah, absolutely. And, you know, you mentioned well screening. And even if you had or are planning to have a wealth screening done that’s really going to help answer that that a part of ability helpyou, stratify where they could potentially be giving to you. So, you know, maybe you know about linkage to your organization. Maybe you know, about interest and maybe a wealth screening. Is what’s going to help you really flesh out what their ability is? Without, you know, doing major in depth research like i would normally dio i mean, you know, if you’ve got access to a wealth screening product, definitely see what the what the screening rating is going to be, even on that process through the product that you’re using. Okay? All right, so you’re now you were saying that i guess there’s a threshold may be below which you would not apply resource is, you know, maybe it’s i don’t know, i think it would depend organization by organization, but like, maybe it’s five or seven or something below a scorer now that my reaction to tony was maybe a five or seven for a small organization where, you know, you really have very limited manpower, both on staff and volunteer side. Um, yeah, you don’t want to discount anybody have again, you have to apply resource is smartly, exactly every potential, you know, every potential donorsearch can’t be can’t be pursued, but you know what else this does? It helps you see where you might have weaknesses with prospect, who would otherwise be strong. So in our example, you know, if ability and interests are high but linkages low and that puts the person below whatever you’re cut off is let’s say, it’s seven there i did division again, i was taking half the score. I’m like my mathematics game if there’s seven or below, but that’s, because they’re linkage is really low, but ability and interest are are doing well, then, you know, maybe now you’ve identified somebody who you want to try to get close to the organization and maybe that doesn’t take so much to do, you know, you know what i mean? Yeah, exactly. And it could be just, you know, a matter of sitting around and and having a very concentrated development committee meeting where you’re able to then try and figure out. Okay, look, these are our prospects that rated pretty highly for ability and interest if we could only determine what the linkage piece is, you know, so and that’s that would be a really good exercise to engage your board members in the fund-raising process because it’s still part of the process, right? It’s it’s just that there may be not involved in the direct ask because, sure, there are certainly a lot of board members who say i’ll do anything for you in the development process just don’t make me do the ad, so this is a a terrific way to engage them in the fund-raising process, and maybe they would get excited about, you know, getting out, doing some of those ass also interest mean ability, we’ve gotta face it ability is not much organization could do around ability, but interest, like if linkage is high ah, an ability is high, but the person just hasn’t shown a lot of interest. Maybe now maybe they’re not interested so that, you know, i have to consider that possibility. They just may not be interested, but if you’re not convinced that that’s the case, you know, maybe there’s some program or something that you can use as a connection and use your linkage, their relationship to try to get that person more interested in your work because they they rated low in that in that part, right, that that would be a great use of a cultivation event, for example, san, is that pool of people i’m seeing this as a way not to just stratify people, but also identify where weaknesses are with with potential donors and where you might apply. Some resource is to get them rated hyre in your l a i system? Absolutely. All right, we got another minute or so. Is that right, sam got? Yeah, just another minute or so, maria, you wantto leave us with something around l a i well, you know, good research is really what enables matching the prospects with e-giving opportunities, right again, as i said, so you’re fulfilling a need that they have to make the world a better place. So e i think if you just sort of keep that at the forefront of everything that you’re doing using the lazy eye principle, um, and always making sure that everything that you’re doing in terms of your communications, any engagement that you have with people, make it his donor-centric a possible it’s, not about you the organization. Okay, ultimately, yes, it is. But when you’re talking with people it’s, it’s trying to find that point of engagement that’s really going to get them excited and motivated and really want them to make an investment in your cause. Maria simple, the prospect finder dot com and at marie a simple thank you very much. Maria semple. Great. Thanks a lot. Always a pleasure to have you. Thank you. Hope you don’t mind that i had some fun with the l a i i don’t think so. You don’t take that stuff personal. Tony, take two and crowdfunding legal tips coming up first opportunity collaboration it’s a week long unconference in x top of mexico in october, around poverty alleviation, it’s structured but it’s, unstructured it’s structured with lots of unstructured time. So you, khun may connections and get to know the people who can help you with your work. There’s over three hundred people there you meet over meals. Drink. You mean in the ocean i had i had meetings with two women who became guests of the show we met in the ocean. It was nina chanpreet core and lena srivastava. They were on after i met them in the ocean. Well, we met on land, but then we planned our meeting for in the ocean. Um it’s ah, no power points, no keynotes. Every session is in a circle very collaborative. And i think you’re getting a sense of how it’s, not like other conference, is much better. I loved it last year and i’m going again this year in october opportunity collaboration, dot net non-profit radio is going west. We headed to phoenix actually leave tomorrow. Phoenix, l a san francisco, and in portland if you’re in any of those areas or between l a and san francisco, because i’ll be driving, then ah let’s, try to meet up my itinerary and video are at tony martignetti dot com third sector today. That’s ah, site run by amy davina. She has lots of contributors, including marie, a sample i was going to ask maria simple about that i’m going to see if she’s defecting the third certain sector today i doubt it, but she was on. Was it contributed to third sector today? Um, they have tips, strategy’s, good ideas for non-profits they are at third sector today dot com and they are at third sector today on twitter, but the third is the number three, of course that’s thea arabic number three not the roman numeral three don’t do ii rd do at arabic number three rd sector today on twitter use the arabic number that’s tony’s take two for friday, twenty second of may twenty first show of this year and now i’m very glad. That gene takagi is with me he’s, the managing editor of neo the non-profit and exempt organizations law group in san francisco, he edits the popular non-profit lob log, dot com and on g tack on twitter. He is gi tak, which is much easier than third sector because there’s no arabic numbers to explain whether used the arabic or the roman. Aggie tak, welcome back durney great to be back. Thank you, and i’m looking forward to seeing you on my west coast trip in ten days or so. Absolutely, yeah, we’re going to sit down that’ll be a pleasure. Um, you’re concerned about our brand in our name and there’s, a legal issues you want people to be aware of around the very popular crowd funding sites, right? And i’m actually picking up off your conversation with aimee semple ward of and ten last week last night. Yes, you are. Ah, and you know amy and you discuss sort of the differences between an individual raising funds for a charitable purpose, like for the victims of of the earthquakes in nepal and a charity actually raising funds, and amy was pointing out how individuals through go fund me had actually raised almost double. What a big charity half for that. And so i just wanted to work off that a little bit about about saying, well, when people give a contribution to an individual, even if it’s for charitable purposes, there is no charitable deduction for that gift. Where if they make the donation to a charity, that’s using a crowd funding site named this’s done properly, they can get a deduction for the gift of doom, or little little intricacies involved. But that’s a huge difference. Okay, wait now, if we give to an individual’s crowd funding campaign. But as amy and i were talking about there’s, there’s, there’s pretty simple ways of getting the money directly to the charity so that the individual doesn’t doesn’t have to pass it on and and then so if we so if the person has that set up, and then we get an acknowledgement from the charity, can’t we get a can we get a charitable income tax deduction that way? Yeah, that would be where an individual is authorised by the charity to represent the charity and set up the crowd funding site. But much of crowdfunding is done by individuals who are just doing it for charitable purposes, and amy mentioned example of somebody saying, well, you know, i have friends who are on the site in the paul, and if we get them the money, they can help victims immediately, directly themselves, and it doesn’t have to go through any bureaucracy, all right? Okay, well, that’s not using a charity and they’re not going to get a receipt from a charity for that type of donation. There was a fire in san francisco. I believe it was last month and a ninja vigil wanted to raise funds. Really? Charitably inclined, well intended on. And what he did was he raised one hundred fifty thousand, which he had no idea he was going to raise that much. I think he was planning to raise a few thousand to help some of the victims of that fire. He raised one hundred fifty thousand dollars. And, of course, if you give it to an individual, that the individual has no power to say that you gave it to a five, twenty three organization, and therefore you get no deduction. Okay, okay, i see. I see the distinction. Yes, all right. We also need to be aware of who is raising money under our name. Yeah, absolutely. So if charities are involved in an individual says to you, well, i’d like to raise money for your project, and i want to use a crowd funding site. The game has got that problem about, well, whether the charity is actually the named recipient on the crowdfunding site for the donations or where the individual is, and the individual’s own account is collecting the money, and then the individual man transferred that money to the charity again, you have the problem of the donor getting no receipt from the charity because the donation the check wasn’t actually to the charity was, too the crowdfunding site sort of processor that’s going to the individual and not to the charity it all unless that set up separately so that that the charity is the recipient and the individuals is basically just the agent, whether an employee or a volunteer that set it up for the charity that the donor has got to really beware of that, and of course, donors have to be where if they ever give two individuals because maybe doesn’t go to the victims of the earthquake in nepal are the victims of the fire in san francisco. Maybe itjust goes into somebody’s pocket, and you don’t really know how, because that may never get reported that’s true and and on the charity side, it seems like it would be its worth is investigating to see whether your name is being used by people that you haven’t authorized. Yeah, but how can we do that? That’s a great point, i think the easiest way to do it is just to google the charity’s name once a while, and you might even google it with the term crowdfunding just to check to see if anybody is started. A crowdfunding campaign with the name of your charity, but you’re actually not seeing any of those funds, and sometimes when they have checks, go out to the acronym of your charity. It’s very easy to set up before profit business with the same acronym and have all the funds go into that account. So fraud is a possibility, like when when you’re giving crowdfunding sites. So you want a cz a donor again? You want to be really careful about making sure that any donation that you make through a crowd funding site is actually going to the chair. I never thought of that setting up. See, i’m not a savvy thinker like these criminals are, and frankly, i never thought of incorporating a business that has the same initials as ah, as a charity as a big time charity and then and then collecting checks. Yeah, it’s actually a good tip for internal controls of the own organization because any volunteer or employee that handles cheques could also do the same thing with acronyms. So be very careful about that in your internal control you mentioned doing searches, but, you know, even severe way is and i i think every organization should do this is have alerts set for your name, whether it’s google alerts now, some time ago, maria and i talked about how google alerts were not really being not very sophisticated, and we weren’t even sure they were still supported. But there are other alert it’s companies that are free, they’ll give you a free like mention dot net is one that i use for my name and also for the hashtag non-profit radio and they give you a couple for free. Then. After that, you have to pay. But i think it’s, very smart. And then i have other alerts for my company and the show name and everything. I think it’s very smart to have alerts set for your organization name so that you you find out when it pops up real, you know, real time or near real time buy-in blog’s or on sites or, you know, wherever i think that’s fantastic advice in the press. Yeah, probably somebody might write about you in the press. Yeah, so all right, but from a risk management perspective, too. All right, gene pool. Uh, and, you know, beyond even the deductibility donation issue, if somebody’s using your name out there and harming it in any way your, you know, the loss of the value of your brand and the trust of the community is far more can be far more important than any loss of deduction by don’t. Yes, for sure, we’ve talked about that reputation. Um, what if we’re thinking about a cz, an organization engaging on a crowd funding site? We’re thinking about having a campaign, maybe it’s around an event, maybe it’s around a program or a building whatever it is. What? What? What tips? You have fur going about this dahna great question. And there there are so many crowdfunding sites out there. There are few that people are are well aware of who you are. Many people are well aware of, like kickstarter and indeed go go, go fund me or just a few of those, but there are literally thousands of crowd funding sites out there now, and you want to make sure that you’re connected. If you do connect with a crowd funding site that you’re connected with a very good one with very strong reputation with the clear understanding of what the terms are of the agreement and what type of seas they may be collecting, they also may be regulated if they’re providing fund-raising solicitation service gettinto, you’re getting into the whole morass now with the charity registrations, charity solicitation, registration morass yeah, which you’re an expert at, you know, if you know if there’s soliciting for you, if they’re controlling or receiving any money on behalf of your charity, and not just threw a payment processor like paypal, but they’re actually controlling it in one of their account or even if they’re advising you as to what to put in the content of your fund-raising solicitations, then they may be regulated as a commercial or professional fundraiser, or is fund-raising council basically anybody that’s soliciting or providing advice to the charity on solicitations and that’s, a regulated, regulated area that they’re gonna have to think about registering not only in the state in which they might be located, but in any state in which they’re engaging in felicitations without spending that could be all states so that’s something to be very careful now that okay, let’s, let’s, be careful now. That would be a burden if they were considered. And of course, the laws vary state by state. This is why it’s such a huge morass. I was going to use an expletive, but we’re on too many terrestrial affiliates. I can’t do that but it’s a morass. Okay, so because the different state laws but if a crowd funding site operator was considered a commercial now i lost it a fund-raising fund-raising counsel or you are a professional solicitor. Then you’re saying that that site would have to register, right? Yeah. That’s like would have to register. And the charity actually has some responsibility as well to make sure that they’re not engaging in a contract with a commercial fund-raising professional fundraiser fund-raising solicitor fund-raising counsel that is not registered, right? Well, then there’s disclose yes, the organization has the obligation in a lot of states to disclose those relationships and also teo disclose the start of any solicitation campaign using one of those individuals or companies, right? Right, whether it’s, crowdfunding or not, but let’s try to stick with crowdfunding, alright, i don’t wanna lose anybody here, okay, that for that morass, i think that’s as deep as we can go, but you have a but let’s give you a shout out. You have an article on this not that we’re wrapping up or anything, but on this solicitation and solicitation registration issue and on the issue that that the crowdfunding site operators could be considered fund-raising council, et cetera. Right? You have some blood post on that right at non-profit law block dot com? Yeah, definitely. If you just do a search on the block sight on crowdfunding, you’ll see a number of articles. Okay, some of them discussed that issue. Okay. Excellent. Right. But let’s weigh. Just have a minute and a half, by the way, before our break. Let’s, let’s, look at some other tips. I mean, if you’re if you’re going out to a crowd funding, you’re evaluating crowd funding sites. What what other things should you be looking about? Well, i think you want to look at how the system works, though some crowd funding sites are actually set up, his donor advised funds and that’s where their charities themselves and if they are charity themselves, what they’re going to do is they’re going to take the donation, which is going to be made in their name, and they’re going to take the advice of the donor to re grant it to your charity, but they actually don’t have the legal obligation to re granted to your charity. In that case, the only time when that’s really at risk if your charity happens to be in trouble, basically with the irs and spider onesie, tree status is in dispute or the attorney general is thing you’re doing something unlawful, then the crowdfunding site that’s a donor buy-in fund may decide that it’s not going to re granted to your charity and still re granted toe another organization with the same charitable purpose. So that’s. One thing to think about is what type of entity, whether the charitable entity or for-profit, ended the year crowdfunding site. Alright, let’s, we’ve got to go out for our break. We got some more tips that gene will share and got you some more live listener love, so 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 naomi 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 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. I’m peter shankman, author of zombie loyalists, and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Time to send affiliate affections to all our affiliates around the country, especially jet out for k y our s. But all the affiliates love the am fm stations that are part of the non-profit radio. I don’t know, empire is that? Is that overstating it is ah, network. Maybe network is more appropriate. Empire maybe empire in june. By then it’ll be an empire. Let’s uh, let’s do more live listen love new bern, north carolina and tuscaloosa, alabama live listener love out to you and let’s go abroad. We have ah couple in japan, okazaki. And also super imahara, japan. Konnichiwa, brahma, sweden is with us. Welcome brahma, sweden. I don’t i don’t know how to say in your language, what’s the closest i can get our union. Yes, germany. Guten dog. But i know you don’t speak german in sweden and cerini i i know that but that’s that’s about the closest i can come. But i do know that seoul, south korea, multiple, as always on io haserot italy is with us, but i can’t see the city. Italy. I don’t know what you’re always masked. I don’t know you, roma. Vanessa. Uh, not really, gioia. Tauro, one of the chinchilla terra cities manure ola real majority i’ve been to all of them i wish i knew where you were, but live listen love to italy and also moving up north to ontario, canada sudbury live listen, love there also sorry jean had too little world tour. I hope you don’t mind that i love hearing where all the listeners in-kind that’s cool, is it? Yes around world. Unbelievable. Brahma, sweden i love that. Um, okay, more tips for evaluating on dh comparing potential crowd funding sites that we might use? Sure, i mean, one of the things that you have to look at is whether the crowdfunding site has rules about making a charitable contributions through their sight or not. So kickstarter doesn’t allow for general unsupportive solicitation and sorry, i’m restricted solicitations you have to solicit for a particular project starter, okay, so if you solicit for particular project now, you’re raising just restricted funds and not unrestricted funds. So you’ve got to make sure that you’re counting systems and that your your infrastructure is is ready to support that. You also have to figure out whether you’re issuing the proper type of receipt. To donors. So in kickstarter, again, if you’re raising for a particular project and tip what is very typical for kick starters, you raise funds and you give something to the donor or the or the contributor to the campaign in return for that a right, too, the first production of a book or were some some benefit there? So now you’ve got a quid pro quo contribution potentially if it’s not just the low cost of minimus item and you’ve got an issue, a proper receipt to that donor that says, well, here’s, your gift of one hundred dollars, but you received something of value of twenty five dollars, in return. Therefore, duck double portion of that payment is seventy five dollars. Something like that has got to be given to the donor, and if the crowdfunding site isn’t able to facilitate the charity to be ableto offer those proper quid pro quo disclosure statements, then you’ve got a problem. You just gotta make sure that your crowd funding sites are where the charity laws well, okay, there’s also a potential fees the side to make money sometimes off the off the money that’s raised so there’s feet potential and then also donors in formacion some of the sights will not share the donor information with you, ray, which is, which is a problem in fees. Yes, you do want to compare fees to make sure that they’re not exorbitant in relation to the type of campaign that you want to conduct. And it also may indicate whether the crowdfunding site operators operating with in-kind of the ethical parameters that charity’s think that they operate. And so for example, if a crowd funding site and i don’t believe any of the major ones do this. But if a crowd funding site is saying, we want to take a portion a percentage of your donations that let’s say exceeds ten percent or twenty percent, that that may really be a problem, and you may actually run into other regulated areas if you start to take a exorbitant fees where you’re actually sharing donations with a for-profit entity oh my yeah, i could see trouble there. Ok, ok, go ahead. Sorry, but typical a credit card processing fees three and a half percent on goff often there’s kind of ah, crowdfunding site c to provide that platform for you and then the credit card processing the to taking those donations. So, you know, anywhere, uh, you know, three to four to five percent for each of those things are a total of up to ten percent. It’s probably pretty common amongst the big crowd funding site operators. Okay, okay, privacy issues, right? There’s the issue we just mentioned are they sharing the donor information with you but privacy information? What are they doing with the data? People’s people’s data? Yeah, absolutely. And that’s another issue about whether they’re regulated, professional or not. So without diving into that too deep, if they’re really just providing the platform for you, they have to disclose your donors. And if they’re not willing to disclose your donors, you have a problem because that that information you’re entitled to and in many cases, you may have to report that if it’s a large contribution to the i r s as well so that’s that’s just ah, something that you need. I think when a charity uses a crowd funding site in terms of protecting the privacy of the donors, you do absolutely want to take a look at the crowd funding site operators privacy policy tto find out whether the donors that are contributing there are are going to be now subject to a bunch of others similar campaigns and have their emails splendid with solicitation or whether they’re going to give up other, you know, information that might create both legal or just a donor relation problems for your charity. We just have about a minute and a half left one minute actually left. Just today in the chronicle of philanthropy, i saw the minnesota attorney general suing a company called savers, and they’re they’re a brick and mortar store, and they give part of their part of the revenue or from items they sell goes to charity. But the charity’s aren’t being sued, but they’re being named and he was, like disabled american veterans, absolute epilepsy foundation, lupus foundation. So, you know, this is all related to your point that reputation could be out there even if you’re not doing something wrong. Yeah, and why you talked about monitoring how your organization is being used? Because sometimes and they don’t know about this particular case, but sometimes a commercial code venture, which is a little bit of a jargon the term but any for-profit that uses the charity’s name to say, well, if you buy from us will give a portion of the proceeds to this charity may be done without your knowing it as a charity, not knowing that they’re using your name and they should obviously be be letting you know that that’s happening. But you you do have a responsibility as a charity to make sure that, you know, when somebody’s conducting a campaign like that, we have two reportedly on your behalf. Jane, we have to leave it there. I thank you very much. I look forward to seeing you in ten days or so. Jean takagi at g tack on twitter and the non-profit lob log dot com thank you very much, gene. Thanks, tony. See, you bet next week to ntcdinosaur views emerging tech trends and now get buy-in if you missed any part of today’s show, find it on tony martignetti dot com where else would you go? Opportunity collaboration with world convenes for poverty alleviation. It’s outstanding and it’ll ruin you for every other conference opportunity collaboration dot net. Our creative producer is claire meyerhoff sound. Liebowitz is on the board as the line producer shows. Social media is by susan chavez, susan chavez, dot com and our music is by scott stein. I love when he affirms what i just said. 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 am 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 gotta 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 me dar is the founder of idealised 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 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 off line as it were on dno, two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and 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 22, 2013: Empower Your Volunteers & What’s Their Style?

Big Nonprofit Ideas for the Other 95%

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Karen Worcester: Empower Your Volunteers

Karen and Tony at bbcon Karen Worcester is executive director of Wreaths Across America. They have grown their volunteer support enormously, by being hands off and supportive. (Recorded at bbcon 2013)

 

 

 

 

Maria Semple: What’s Their Style?

Maria 057 Low Res Color_crMaria Semple returns. She’s The Prospect Finder and our prospect research contributor. We’ll talk about the DISC assessment tool, to figure out whether your potential donors are dominant, influencing, steady or cautious. Plus, her 60-Second Style Stop.

 

 

 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s friday, november twenty second twenty thirteen what’s on my mind actually is the fiftieth anniversary of the kennedy assassination were not about politics here or anything about so we don’t talk about conspiracy theories or one shooter, but it’s certainly on the nation’s mind today, i hope you were with me last week, i’d be thrown into ventricular tachycardia if i learned that you had missed professor denny elliot from the university of south florida, she edited the book, the ethics of asking. We talked about when you’ve got an ethical issue and fund-raising and how to resolve it this week empower your volunteers. Karen wooster is executive director of wreaths across america. They have grown their volunteer support enormously by being hands off and supportive. That was reported at bebe khan, twenty thirteen, and what’s their style maria simple returns she’s, the prospect finder and our prospect research contributor. We’ll talk about the disk assessment tool to figure out whether your potential donors are dominant, influencing steady or cautious, plus maria’s sixty seconds style stop between the shows. I have some thoughts on creative sorry between the guests there’s only one show you’re listening to one show, but between the guests on the show ah, creative. Thank you’s for your year end giving let’s do a little live listen love quickly before we go to that. The interview with karen wister, bridgewater, new jersey, sewell, new jersey and winston salem, north carolina all checking in live listener love to you i’m wondering if winston salem might be our friends at blackbaud the hosts of that bb con conference here is karen wooster. Empower your volunteers. Welcome to tony martignetti non-profit radio coverage of b become twenty thirteen. We’re outside washington d c at the gaylord convention center and my guest is karen wooster. She was the opening day keynote. She is ceo of wreaths across america. We’re going to talk about what that organization does. Why it’s been so successful and while you were ah fitting keynote karen brewster. Welcome to the show. Thank you. Thanks for having me, tony. Actually, i’m the executive director. Exactly. Director okay, he’s across america. Reason america is a five one c three. Our mission is to remember the fallen. On of those that serve and most importantly, to teach our children the value of freedom and i was so honored to be asked to come, we recently have begun working partnership with blackbaud just because we’ve had such good growth, and we want to make sure that we maintain a good personal connection with our supporters and the tools that blackbaud is is sharing with us will enable us to do that. You have had terrific success. Thie organization was founded in two thousand six is that right? Two thousand seven way came into being a five a one c three a little differently than most organizations we actually we’re a family project that began in nineteen ninety two the worcester family is a well known name and the christmas wreath business, and in nineteen ninety two we actually overbought product christmas trees and my husband, you know, it was late in the year to be put them on the retail market, and my husband recalled a trip that he had one toe allentown is a paperboy when he’s only twelve years old, and he thought it would be nice to be able to say thank you, because we live in a land of the free, and that enables us to do whatever we do, whether it’s it’s on the retail market or whatever, you know, have ah fund-raising group are just give back yourself. You couldn’t do that if you lived anywhere but the united states, so now he was headed to allentown, pennsylvania. No, i’ll international and he actually he wanted he wanted trip. There is a paperboy to allinson down in d c and he remembered that so he wanted to give those res too be placed on the graves there as a thank you for our freedom. You have to forgive me because i come from new york, so i have the new york accent and i have i have no access to do it. You’re right. I always said i’d say that two way needed translated, tony think new yorkers speak the most pure english in the country, but well, they’re very direct. I’ll see probably don’t agree. All right, so he was headed tow. I’m sorry. Go ahead. So he recalled. Well, actually recalled that trip that he wants. Valentine is a paperboy when he was only twelve. Okay. Wanted to see those? Res a za thank you to the fallen soldiers. And and he got permission to do that. He took a couple of kids with him and went down. It took them all day to place the reason the graves and it made a huge impact on him. And when he came home, this is a nineteen. Nineteen he he said, you know, we’re always going to do this. So from then on, it was kind of an accidental gift. And then from that point on, it became something that my family was dedicated to do just as a gesture of thank you for our freedom. Now did he have enough wreaths for all the graves? No, no, he only took five thousand well over there are well over two hundred thousand headstones. Okay, but what happened from that point we are family would make the journey every you know, holiday season. They would take time out. We made the re special from that point on and the family would go down on me with a few volunteers. And it was just a way that our family at the end of the year would say thank you for our freedom in two thousand five pentagon photographer was there at the cemetery when the reason relaid and he took a picture and put it on the pentagon news channel online, and it went viral. And so, by two thousand six of january two thousand six, my husband is funny because he’s never opened an e mail his life and all of a sudden, you know, i’d be checking his e mail and he all of a sudden had about six thousand emails coming off ones and long story shot the people wanted so badly to be involved in in the same show of gratitude that we were doing by placing grease we the ones to reef company started receiving and people working with non-profits will love this. We receive thousands and thousands like ten thousand dollars at once in the mail, and we had to hire somebody to send it back because we were for-profit company people in our listeners not only gonna love it, they’re going to be envious. Well, it was difficult to deal with because we actually did have to send you no send it back and but we did come up as a family with a program where every cemetery in every group that wanted to participate, what we did was we would send them seven reasons. One for each branch of the military and one for pow in my eyes and bye christmas holiday season of two thousand six, we had over two, well, roughly two hundred locations that received those res and at the same time that a family placed reason alinta nw, they place these result of the country. In addition, people wanted to join in just making the trip. So when we left to goto islands in that year instead of it being my husband and two sons and a volunteer truck, it was a whole convoy of patriot god, writers and veterans. And the trip took a week and we stopped at veterans homes and schools and were able to give the message to remember and be grateful. No, no matter what, what your religion, no matter what you celebrate too, just celebrate the veterans that make it so that we can celebrate and have the freedoms tell me, just tell me about the wreaths. What what types of reason? Or they were they made. Oh, well, let me let me just finish. I don’t want to wait, we actually became a five one c three in two thousand seven, just out of demand of people wanted to get involved and so we are operated. It’s totally separate from wooster wreath now was to wreath it’s still one of the largest donors every than in-kind donations but we are run by a board of directors that includes veterans and doctors and gold star moms and all that and so it’s very different and we have seen immense growth. We grow at about forty five percent a year in exit was crazy and it’s just because people want to participate. Alright, so before we get into that rapid growth and what you think, the reasons for that successor what i’m interested in the reeds are they are they live? Breathe there fresh. They’re made from chips, the the tips are picked that don’t have the trees. It’s funny that the gold star families, the goldstein family is a family that’s lost a son, a daughter killed in action, killed in combat, the service of the country. They have a real connection with the fact that it comes from lives stands of forest, the tips they’re made in, you know, buy handmade into the reason they’re adorned with just a simple red ball, which it’s just a gesture of gratitude. But it means so much to somebody who’s place their loved one, you know, buried their loved one in a cold, you know, hyde place to say that burst of life, that little and a gift from somebody, they don’t even know that each one of these reasons now we have reason sponsored, we continue to give the the ceremonial reason, but for individual graves they can be sponsored, and that meaning of life to them is so special it really is. And and so many of the families now journey up to maine and just spend time in the woods where the tips come from that we have a program, that it didn’t start out to be a program, but some of the moms came up and they loved to be in in the woods so much that my husband actually had some dog tags made for them with their loved ones, names on them, and they took him out in the woods, and they put him up in the branches of the tree. And that each every third year those reasons those chips are harvested from those trees made into res that go on another veteran’s grave and it’s such a just a connection to a life of living tribute that it means so much so yeah, they’re they’re all freshly made there. It’s, it’s, wonderful it’s a wonderful program. How do you place the reason? Trying to imagine our they laid on the on the ground or they’re placed it in most places that placed against the stones in some places. And if you go to greece across america daughter organ, you look at the pictures, the picture files, depending on where you are and by the way, this year we will have over nine hundred locations stateside and over twenty five abroad that will participate in reese across america program, we have about six hundred thousand volunteers and remarkable in seven years. I mean, six years, yeah, it’s crazy. Well, let’s talk about that. That rapid growth now, just that number of years you have annual revenue, i think is four and a half million dollars. There’ll be about six and and i’m looking at old stats i don’t i’m looking at the front looking but not looking at the future. One half alright, this year will be all right. So last year was four and a half, i guess. Yeah, and not a very big staff way have about five full time. Um, what do you attribute that kind of rapid growth, too? Well, i think everything that we’ve done way didn’t set out to start a five a one c three to begin with. So it’s very boots on the ground driven. We’re very attentive to the people that add the boots on the ground at volunteers were always amazed because every one of those over nine hundred locations somebody in that community has to say, hey, i want to bring res across america here where nonpolitical we’re nondenominational where all inclusive, we have very few rules so they can have it be very much in tune to the local community. And i think that helps that people in the community participate and every community has veterans. Every community has lost people in service has blue staff, families and gold star families so it’s easy for them to relate to the talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s, time for the truth. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot. Com. For details. That’s. Ivory tower, radio, dot com e every time i was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com now, on twenty martignetti non-profit radio, we have jog in jail and even though blue star families, a punctuation, simple words you have to find for us, okay? Bluestar family, a blue staff family is a family that has active duty service member go and gold sta is when when the service members lost lost. Oh, and by the way, i do want to say a lot of people don’t know that this last past weekend was actually go the american gold star mothers weekend national weekend. And so it was an honor for me. I was able to speak at that dinner and, you know, we all all of us that are involved in very much driven by the passion of those moms and, you know, all they wanted to do is remember, you know, they’ve lost their loved ones in service to country so that we can live freely, and i i’ll just tell you a little story of emotional story that happened to me in two thousand seven is this thing began to grow and take on a different rather than just a family saying thank you. We began listening to what the veterans and the moms wanted us to make our message when i was a talent, a national cemetery in section sixty. And for those that don’t know, section sixty is an area in the cemetery where a lot of the men and women who were dying in this current conflict of buried so it’s very it’s, tragically beautiful, because the family’s heir there, you know they’ll be, you go down there, and they’re these rows of tombstones. And there are little kids playing among the tombstones in the and the tombstones air adorned with of a beer can or, you know, somebody’s had or chain are it’s very it’s, almost alive still. So i was asked by a gold star mother who was going to be here first holiday without her son. And she asked me to meet her there. And i was happy to do so when we walk down to the section she had left your teenage daughter there to make sure that nobody else placed a wreath and we sat down together, you know, that downey’s and she put that wreath and she fixed it so tenderly, you know, she just it just meant so much. That was a gift to her son, you know? But when we stood up together, i’ll never forget she put her hands right on my shoulders and she looked me right in the face and she said, karen, i don’t want you to remember my dead son. I want you to remember his life because that’s what he sacrificed and it hit me like a ton of bricks, that no mother’s child should become a digit in a statistic. What she wants us to know is because we have freedom because she’ll never have a grandchild because he’ll never play football again because he’ll never see the dog that she was taken care of for him again and it’s, so important that people aren’t complacent about that. And that is what that kind of passion and that kind of commitment to those families is what makes our organization grow because anything else that we are in this country, we couldn’t be any organization that’s represented here. Bb con that raises money for good causes. The reason in this country that we can do humanitarian things is because we can go to bed safe at night and if we’re in a third world, country or country. This besieged by what we couldn’t do that, and we can’t do that, not because of the politicians in washington, but because of those families who put before that god before anything else, they put our safety and that’s a pretty done important mission and that’s why people can relate to what we’re doing. You’re fortunate to have so many hundreds of thousands of volunteers that’s really remarkable. How do you manage that many of? Well, so it’s amazingly easy, they do so much of the work themselves, they put the ceremonies together, you know, we have very simple rules, we’re not we’re not trying to tell people how to think we’re just telling people how to that it’s important that they dio and that they do remember, and so it’s not really that difficult to manage. We’ve got a crackerjack staff, we asked certainly get a little more high tech at what we’re doing, but i do want to say that one of the things when we decided to put this program together and we came at it from a unique perspective because we did some of the found his head of business background, and we realized that it was going to be very competitive going after those dollars, especially during the holiday season. So we came up with a program that we could work with other five on one c three organization. So we do what we do very much do that we work with the f w’s, american legion civilian patrols and in what ways because are already is old non-profit so maybe they could learn well, and i hope they give me a call because that holiday season is coming up and was so much going on so many natural disasters, a lot of the dollars that we depended on have been used up. What program is with no investment? They can go out and get wreath sponsorships for their local community offer al international cemetery, and a sponsorship is fifteen dollars, that will place a wreath, and i’ll tell you, people given to a non-profit want to see a tangible, you know, they continue to give two causes or for exploratory things and to improve medicines, but they don’t see riel results, you know, there, there on the loop, on seeing results. Those are also important to dio what people like about that program is they give fifteen dollars and a brief gets placed a gift goes to ah loved one. So when an organization signs up with us that res across america daughter, they can go out and do the sponsorships, and their organization retains a full five dollars, of the fifteen dollars, and with no investment, and the other thing is, is such a a way for people to get involved, you know, it’s something that they could do together, that sometimes when you’re so headlong into a mission, that something else that you could dio to still keep you together is a group, but just kind of give you breath and know that you’re making a difference because you can get consumed. And i think that one of the things that i’ve learned from being so involved in this five twenty three it’s not just that you remember, honor and teach but it’s, what you take with what you learnt, how you internalize it and how you put it back on your life. So you have to be a beacon for what you’re learning, and this is a great outlet for people who have gotten so emerged that they’re losing, they can’t. See the forest for the trees, so to speak. Good advice. How would you say you’ve? You’ve managed your growth in such a short number of years, just six years since you b kayman five oh one c three how have you managed that rapid growth? I think in one way we’re really fortunate because what we do is so focus and, like it’s, so easy, fifteen dollars comes in and everything goes out it’s really simple, and then the people had to do a place in the reason it’s, a local community that’s arranging the ceremonies and doing all that. The other thing a big part of what we do is getting those rays delivered, you know, you get the rees made and you know that they’re all going to go here, here, here and here to give you an idea of how fast paced it gets at the end, about ninety percent of what we do will come in in the month of november, over and have to be turned around, turned into res and then delivered and, you know, shout out to the professional truck drivers out there in the country because every single reef it’s delivered. Goes in the back of a volunteer truck that is phenomenal, and this year will be seeing over two hundred professional truck drivers hit the road to take those res from maine to california, you know, and that’s dedication to the american hero and that’s, everybody doing what they can do, and i think that’s so important, you know, one of the reasons that we’re able to manage you ask people to give what they have, you know? So we have volunteers, staff that will come in and help answer phones and do things like that, but, you know, make people comfortable in what they could dio like, i won’t ask the truck driver to handle the computer or vice versa, and so i think that’s, how we manage it is just the good will of people and, you know, the other thing that that we really we’ve had phenomenal growth. Social social media has been incredible for us, and one of the reasons is that were so open to sharing what other organizations are doing. If the u s always doing a fundraiser will put it on our pages and people would say, why would you do that when? You’re competing for dollars, and we’re very true to the mission of support in the military, and the thing is that every person that serves in the military, they’re not excluded from life. You know, i met a burgundy general last year who who lived his life and been in combat, he went through vietnam, you know, he went through the desert storm and he’s to come to cancer, so we’re not afraid to be in this together, so we’re very much about working with the other five onesie threes. We know that we all do well as we go forward together. So you know, if there is anybody out there that’s interested, they can just contact us it reese across america, do it all again. I really think we can help them. We can help each other put some dollars together for a bunch of good causes going into the holiday season. I see lots of partnerships you with your volunteers in basically just empowering them, but giving them a lot of flexibility, right? You with other they know better than may, i would never presume, you know, and i think that’s my dad would say, don’t get above the roots of your raise and i’m a reef make his wife remain, you know, i don’t presume to know, i don’t presume to know what a gold star mother who’s buried your son knows i need to listen to her, i’m not the one that set it up location, you know, somewhere in texas and has to deal with the needs of the local community. So i think that, you know, it’s always important to listen it’s always important to have people not not just make people feel like they’re a part of it, but actually have them be a part of it. And i think it’s those attentions to detail and you know, and i totally understand is that we’re not in the medical field where, you know, there are people that have to have that expertise. What we do is very simple. We need to just stay very aware that we have the best country in the whole wide world. It was paid for, so we need to take care of that memory. We need to teach that pay it forward to at kids and build the character of americans on duitz what we we strive to. Dio what’s the future i know much higher revenue for two thousand thirteen what’s coming what’s coming in the future of what else? I think where certainly at focus is becoming very much on teaching a cz we listen to the world war two veterans, they have so much knowledge, histories. Importance isn’t just to tell people what happened in the past. You know, the people that lived through world war two, when they saw the freedoms eroded and they saw things think you’re so different than but during world what teo, everybody in the country was involved. Every single family had somebody serving in the military, you know, it was a it was a different way for people to come to come together. Everybody was in it together fast forward to today, when only about one percent of the families are involved in the military, and that, you know, it’s all technology where that fewer people are able to keep us safe. But but the big fear is that the rest of the country will lose track of that and lose track of the value of freedom. So the importance of history is not just to tell what happened. Is to incorporate the lessons we learned so that the people making decisions for the future at destined to make the same mistake. So education, how are you going to be doing that? Education were taken. You know, we’re listening to the people that know you. Listen to the veterans. You listen to the people that lived through it, there’s a lot of wisdom and get into the twin and out to the kids. We have online curriculum. We have suggestions all the time. We have a group called the red hatters. Any time that kids get involved and go out and do the research themselves, we encourage them to go into a local cemetery and read the names from the stones of those who have fallen in their own community and then go research it and connect up with a personal story. You know, a good example. We have. Ah, world war two veteran on aboard. He was actually captured christmas eve nineteen forty four during the battle of the bulge. And he’s, a character president, watched survivor. You know, he’s been through it, and when we go on a trip, he’ll often speak to the school kids and we’ll put him up in front of a group of high school kids and that’s a tough crowd, and you’ll see those kids fidgeting and i’m not listening, and then he’ll start to talk and he just talks so plain and i remember one day he was saying that one day what’s his name, sir stanley would too sick, and he actually is he’s been knighted twice by luxembourg and belgium, and he gotta get up in front of the kids, and they were fidgeting away, and he actually that his unit had to surrender and they weren’t happy about that, but when they asked them to surrender and turn in their guns, it was they actually told them he used a different word, but they were told to urinate in the gun barrels, and when he said the other word for urinate, those kids all set up and started looking. He went on to say why, so it would rust the guns out so that even though they were turning those guns over to the enemy, they were, they were rendered useless. He went on to tell about he and another friend then escaped and how they survived for a few days, and he told about coming on enemy soldiers, and they will, they were sitting there. But they had to kill those soldiers to survive. And he was graphic and the kids just went deeper. And the story became so personal that by the time he gets done speaking, we would be trying to leave to go to a next stop. And here would be this eighty four year old man with teenagers, you know, eight deep all around him with questions road that’s teaching that’s connection because they have to understand the reality. You see that’s what the history should be taught about war, not what happened to what date, but what form the character, how what kind of a character is a person that goes through that that’s, the character of america. Can’t we just have about a minute left? In-kind i want you to say, just explicitly, it’s really wrapped up and everything you’ve been saying. But what is it you love about the work that you’re doing with these across america? It’s very emotional for me, it’s no longer it’s it’s a responsibility for me. Now i have six children. I live in a free country where we can i have a business and it came at a cost that is just so extreme that for me i love and i’m very, very close to those that serve in the military. And i’m very it’s very important that we preserve every to most people my age or today the closest we ever come to feeling that threatened was nine eleven. We’ll just close your eyes and get that sick feeling in your stomach again and don’t ever want you kids to have to go through that. So we need to be mindful of those that keep us safe, remember, honor and teach. Thank you, karen. Thank you very much for sharing. Thank you. Karen wister is executive director. Wreaths across america that leads across america. Dot or ge has been a real pleasure to have you as a guest. Thank you very much. Thank you. Stoney martignetti non-profit radio coverage of bb khan. Twenty thirteen. Thanks very much for listening. I was very glad teo, bring that interview today. The fiftieth. Anniversary of the kennedy assassination of course, the president’s grave is in arlington, and we have a live listener. Lots of live listener love going to arlington, virginia there’s a listener there, i wonder if that’s a wreath maker live listener love to you. I thought this was all fitting for this this anniversary live listener level, so to rockville, maryland, atlanta, georgia, montgomery, illinois, san jose, california live listen love to each of you and podcast pleasantries to those listening time shifted to the podcast. We’ve got lots of asian listeners and another north american listener, toronto checking in live listen love, too you’ve got lots of asian listeners and i will send live listen love shortly want to share some thoughts that i have? Ah, as we approach the end of the year about you’re thank you’s for end of the year. Gif ts i host a another podcast fund-raising fundamentals for the carnival of philanthropy and that’s a monthly and this month’s is about creative thank you’s for your year end e-giving there is a link to listen to that on my blog’s at tony martignetti dot com the guests for that were claire axle red she’s. Fund-raising consultant and also the executive director of one justice, julia wilson. If you’d like to get some ideas on creative, thank you’s for your year end e-giving listen to that podcast again. Link is on my block, and that is also at the chronicle of philanthropy website. We are sponsored by two very thoughtful companies. You’ve heard their names before rally bound. They make simple, reliable, peer-to-peer fund-raising software friends, asking friends to give to your cause. As a non-profit radio listener, you will get a discount from rally bound. You can speak to joe mcgee there. I’ve worked with him, and i’ve also gotten to know the ceo of rally bound family pinson two very good guys. Those are the two who i know from the company. Um, they are at rally bound dot com or triple eight seven six seven, nine zero, seven six i recommend them. If you’re looking at software for runs, walks or rides, is that peer-to-peer fund-raising also tea, brc cost recovery supporting the show. Yussef rabinowitz runs t brc. He will go over your past phone bills looking for mistakes when he finds them, which he does over ninety percent of the time. He picks up the phone and fights with the phone company to get you your money back. We’re talking about errors, services that you didn’t order and well above market pricing yourself recently recovered. He was telling me almost twelve thousand dollars for a small non-profit after finding a mistake that went back on their bill three years, so each month they were for three years, they were billed and he can get them. He got them almost twelve thousand dollars back. You only pay trc if youssef actually gets you money back if he doesn’t succeed, you don’t pay him. And that s so it really doesn’t matter how much time he spends reviewing your bills. I have known yourself for close to ten years. I’ve referred him many times and i think he’s worth talking to if you have phone service their a t brc dot com or two. One, two, six, double four nine triple xero xero sefer benowitz, trc cost recovery my pleasure. Now to welcome maria simple you know who maria simple is she’s the prospect finder? Of course she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now she’s our doi n of dirt, cheap and free and in true indeed, she’s going to stay true that this week you can follow maria on twitter at maria simple. Hi maria simple caldnear tony, how are you today? I’m doing terrific, lee. Thank you very much. We’re talking about thie the disk assessment tool. What is this thing? Disc. So i don’t know. Have you ever had a chance to take any of these sort of behaviour? Or personality assessment tools for yourself. The last one i took was from asking matters when andrea kill stead, cofounder of asking matters was on, and that was about the personality of the person you are asking for a gift and the askar is the solicitors personality. Okay, great. So you know this this particular tool? I of course heard of it for a long time. I know that a lot of career coaches use it, and people in sales and human resource is used it and so forth. And i had an opportunity to take the test myself for the assessment myself at the recent conference on philanthropy that was held here in new jersey, and a woman by the name of carol wiseman spoke and delivered the tool to us and talked about how to use not only how you identify yourself and and where you kind of fall into the tool and personality wise, but again, similar to the test you took to try and figure out. Well, what is the style or the personality of the person i’m talking to? So as a prospect researcher, i kind of found it all fascinating because i’m dealing with more of, you know, looking for those hard facts data, you know, that i can find on the internet and so this kind of weeds in a whole other aspect, interesting that their website doesn’t talk about prospect research. I love that you’re out in the world thinking about the world, you know, sort of from your perspective because the company doesn’t promote this as for non-profits at all, i didn’t see no and, you know, that’s? Why? I thought it was really interesting that that the conference actually set aside, you know, an entire afternoon to being able to really delve into this and understanding not only your own style, but how you might then position on ask to somebody depending on where they fall into the d i s c profile assessment, right? We’ll get to that, i’ll i’ll let you reveal it again. Ah, yeah. The company suggests this as a way of identifying talent within your organization and who to develop a za way of also is ah, way of hiring the right people for the right kinds of jobs that’s, the way they seem to position it right and that’s. Why? I think it is. You so highly by people in human resource is and more of a sales function because they are looking to get people into an environment and of understanding, you know? Well, how can they best, you know, sell on our behalf? And when you’re a fundraiser, isn’t that what you’re doing after all? Absolutely, yeah, i think there are people who don’t like that sales metaphor on i don’t like to take it too far, but i don’t weigh don’t mean sales in a pejorative sense, but you are your i absolutely believe you are selling the organization to people who already know it. You’re selling it for them to deepen their relationship or two potential donors who don’t know it at all, right? And you know this this really ramps it up, if you can imagine in a major gift scenario where maybe you’ve had a couple of conversations with someone, and now you’re at the point of getting that appointment on the calendar to make that ask, right? So you’ve done your donor research, you know, some numbers, you know, their capacity, you know, where they’ve given and at what other levels, and you even have a number. In mind that you plan on asking them for but how do you now couch that? Ask in such a way and deliver that? Ask so that it’s going to play into the way they best process information or the way they’re going to best respond to your ask. You know how? What? What are the things that you need to make sure you touch upon? Depending on what? What type of person you’re speaking to, what are the different types of personalities? All right, so disc stands for d i s c and the d means your dominant. You have? Ah, high sense of personal worth. You’re motivated by directness. And you really linked to a larger vision and a longer term, grander scale so that that is sort of a real general goaded me is okay, go ahead. Keep going. An eye is somebody who’s more people oriented, motivated by social recognition. And they’re really much more focused about connections and people. So how are people? You know who else is involved in the project? And how is this project going to impact people? Eyes for influencer. Influencer, right. S for steady. Uh, so that would be somebody. Who’s really much more of a pragmatic team player? They’re much more motivated by established practices, and they really want to make sure that there’s long term stability of the programming, right? So if you’re talking to a potential donor about something brand new launching or a change in programming, they want to see that that stability taking place going forward, ok, and then sees cautious or conscientious and so they’re much more task oriented quality control. They’re motivated by much more to it here instead, standards, and they can definitely relate to numbers. So when you’re talking to somebody who’s, see, you want to make sure that you’ve got all your numbers in line you’re able to quote, you know, percentage of people affected by your programming. Now the additional percentage is that will be affected. You need to be able to really talk about outcome measurements, things of that nature. These all sound good to me. I would like to be all for these. I wonder where you would fall into this. Can you guess where i might have fallen into the oh, you already got your results. I was going to say i took the assessment, but you have to wait for them to give you the results. They contact you back. You don’t get there. We took the test right on the spot today. Our unconference you had the benefit of that. I took it online and you have to wait for them. Tio, get back to you so i don’t know which i am. I did try to cheat as much as possible so that i could because i want in the quadrant. I’m sure they come out with little quadrant and at least i’m guessing i’m not sure i’m guessing they come out with a little quadrant c i already know how it works. Even though i’ve only spent fifteen, i guess he’s well, quadrant there’s a dot in the quarter. But i wanted i wanted dot in all four quadrants pretty close to the middle so that i could be among all four of these things. So i tried to game, which is possible. Yeah, and in fact, i don’t. There are all four of those in all of us except there’s, one where you’re going to be more predominant and the way carol explained it to us and couched the whole exercise. I thought was great, she said, this is more, like, really measuring your blood pressure, right? So it’s, not so much looking at your height, which, you know, for the most part, doesn’t change over time, but much more so over, you know, if i had taken this test twenty years ago, i might score differently than i did by taking the test just last week. I’m going to guess i’m going to hedge a little bit and guess that you are one of two either s for steady or c for conscientious, interesting i came out a very strong i really influencer i really i think that’s wrong, i think you took i think you answered the questions wrong, you’re not. So i know enough about this that you need to go back and do the assessment again. Trust me, you’re either a steady or conscientious you did a wrong in-kind results. Tony, i know you did it wrong. You need to go back and become either study or country interest because i can’t stand being correct. Well, you know, interestingly enough, i do have a lot of s and see in may, so you’re you’re right in that. All right, you’re being generous now. Okay, well, thank you for that. All right, so so we’re not only interested in what our prospects are or actually, if i’m going to follow the the language of last week’s guest, i would say potential donors and you and i might touch on that a little bit, but we’ll get to that not only the potential donors, but also what i am, right, and then how those two are going to relate to each other. Is that right? Exactly. So you want to figure out well, if now knowing that i’m an eye right, i might be much more inclined to go in and talk to a prospect and get a little bit more chatty than maybe say a dominant person might like to have me sitting there being chatty about other things so they might be much more, you know? Look, i only have fifteen minutes. Get to the point. You know what? What? How can i help? You have it’s going to effect to the overall long term vision of the organization. Whereas i might come in and start talking about who the other people are involved in the project. And you know what role they can play in the project? And i might be my style knowing my style and knowing that everybody doesn’t share that style. I need to adjust my conversation to match what what they’re they want to get out of the conversation because you’re about connections and people and the dominant person might not have time for that. But now, how are we going to assess what the personality type is of the of the potential donor? Well, you know, it’s funny that you ask that because i raised my hand and i asked carol wise in the exact same question last week, alright, look, carol, you know, i’m a prospect researcher, you know, and especially as a hired freelance researcher, if you will, i’m not on staff, i’ve never seen or met with most of the people in researching, how does this play in? And, you know, of course, by the time you’re ready to sit down and have a nasco you’re pretty well able to determine where this person is. And she said that there are even actually some things that you could pick up from somebody’s linked in profile, for example, that could help point you to something, so if you see, um, they’re linked in profile, for example, talks about accomplishments in terms of i raised revenue by x percent if they use, like a lot of numbers in their summary of their profile and describing themselves, she said that that might be a person that’s really more about the sea, you know, relating to the all about the numbers, you know, that when you’re going in to talk to them that you’ve gotta have all that data with you, we have just about another minute before break you got any other any other linked in clues that miss wiseman suggested, um, i think just in terms of also what types of associations or groups that they might belong, teo on lengthen also, if you see that they are more heavily skewed toward their field, being more in the sciences again, there they might be more of an ass or assi, if you see on their profile that they’ve been holding a lot of sea level positions. Ceo seo, you know that those people are probably a hi dee because they’re looking at longer term strategies and visions for their company. Okay, excellent, you know, these are going to be important because a sze yu said, no way, ask the same question. Okay, well, we’re going to keep talking about what’s, their style, and by the way, do they call these personalities or something else? I think they call them behavior styles looks for the tool here while we’re on the brake, and i’ll just double check what they call them, exactly. Okay, we’re going to go away for a couple minutes. Marie and i will keep talking about behavior styles, personally, styles, whichever it is, and then she has her, uh, her sixty second style stop also. So we got lotsa style. Stay with us. You’re listening to the talking alternative network. Oppcoll durney are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. 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. Maria simple, the prospect finder we’re talking about what’s their style on what type of style is it? Is it behavior or something else? So it’s it’s quantified here is interpreting normal observable behaviour and it’s either adapted behavior or natural behaviour. So it’s really very much of a behavioral. Okay? And where were people going to find this? We haven’t given them the girl to take the assessment. Well, you know, i think there’s a number of places that people can take this online if you google disc assessment there’s a number of places, the site that i think it’s linked to the particular tool that i took is titi i success in sight dot com and i can share that link on your facebook page if you like, that would be ideal that’s a very good idea. Altum let’s see the right. So how mohr we going to deal with our style versus the potential donors style? Okay, so let’s, take each one of the styles, right? So a d if you’re soliciting them, you want to make sure that you’re very direct in some situations to make sure you’re letting them win and and dominate the conversation. And you’re not looking to really build a friendship with that person, and you have to use the time very efficiently. Um, if you’re soliciting and i, no matter what personality style your you’re soliciting and i you want to make sure that you’re more personal friendly, take time to joke around, have some fun ah, provide recognition and really, you want to focus on talking about people and have a more casual style when you’re talking to an ai now, knowing that you and i and i like how you described that have fun talk about people, you make that one sound that you make that one sound the best, don’t you? Well, don’t you want to be an eye? Because bias coming out now i wantto i like them all i want all okay, so it’s hard for me to make it going. Yes, of course i do. I don’t say a gn s okay. S is looking for security. So you you really need to slow down your presentation and build trust. Give them the facts that they need. Make sure you bring written material and refer to it during a presentation. You know, if you came. To me, and brought me a ton of written material, i would probably just gloss over. I would just want to hear all about the programming. Who else is involved, and the impact on people. Bring me a bunch of stats and reports. I just stickley’s right over, but i want that, okay, let me ask you about the steady before we go on. If, since they’re interested in long term stability, would a brand new project maybe not be the right thing to be soliciting them for supporting? I think if you’re talking about it and couching it in the way of continuing the long term sustainability of the organization overall on making sure that you are really showing sincerity and listening carefully to what they’re asking for and again sharing the benefits that minimize risk, they’re not risk takers. So if they find out a new programme is going to be too risky to the overall stability of the organization, then yeah, that could that could be an issue that could be something that you need to be prepared an objection you be need to be prepared to overcome. Excellent. Very good advice. Right. Okay, what we got for the cautious country interests? Okay, so for this he’s, they’re all about the data, right? So they do want the reports. They do want the numbers. Um, if you can use any kind of flyers with data if you have outcome measurements say it’s an extension of a program that’s that’s already taken place. They do want to hear about all of that type of data. You’re not talking to them on a real personal level, you know, they’re much more business focused, pragmatic on dh. Ah, you want to provide options for them as well, you know, so you need to be prepared to provide options, especially, you know, with the numbers. Okay, excellent. Anything else you wanna tell us about this disc assessment? You know, really? Just, you know, they’re just understand what types of questions maybe to draw out, um, you know what their style would be so trying to, you know, figure out where they might fall. So before you get that, ask as you’re having some additional conversations with them, either over the phone or in person, you know, asked them questions to try and determine. Well, it’s this person going to be somebody that i really need to make sure i’ve got all my facts and figures, or is there someone that’s really going to be much more interested in? Who else is a major donor and at what levels air they donating? And, you know, i want to be in at that level two, just another tool in the arsenal as you prepare teo to meet with potential donors. Absolutely. Um, let’s. See hyre just a couple of minutes left last week. My guest was denny elliot and she’s. A professor. Of ethics and journalism at the university of south florida and one of the ports that one of things we talked about was part something from her book the ethics of asking she has a chapter about language around fund-raising and we she and i talked about this. Her concern is the word prospect sort of objectifies people dehumanizes them and makes it easier for fundraisers, too, treat them in ways that might not be ethical and so that’s, you know, so her preferred frays is a potential donor. So i was wondering if you, if you have ever encountered that any objection to using mean prospect research is what you do and that’s a very widely known phrase, have you ever run into this before? Yeah, you know, and in fact, tony, when i’m doing live presentations on the topic of donor of prospect research, i will very often interchange saying donorsearch research on dh, what was the phrase that she preferred to use potential donor was her potential donor? Um, so when when i’m going through my training’s with other fundraisers, air with boards, i’ll talk about the person as a potential donor, actually the language i’d like. Even better than potential donor is investor okay, so i think that when you’re talking at that level and you’re talking about major gifts, these people are making an investment in the organization, so i will usually counsel my clients and their boards. Tio start incorporating the language of investment. I’ve got to ask you for your sixty second style. Stop what’s your advice on what what’s your style suggestion. Okay, so my style suggestion eyes all about shopping local we’re coming up on a big shopping holiday season on american express actually has a pretty neat initiative, so if you happen to be an american express card holder, there’s something called small business saturday, right, and so it’s the day after ah black friday on dh so this year, it’s on november thirtieth and so there if your card holder, if you go to american express’s web site that they have set up for a small business saturday and you register your card, and then if you spend at least ten dollars or more at one of these participating business small business location, they’ll actually give you a ten dollars one time credit on your statement, so encouragement to shop small shop, local that’s my my style tip for, uh, for this holiday season. Everything’s getting names way of thanksgiving that we have black friday your small business saturday, nobody’s claimed sunday there’s technology tech monday and now there’s ah e-giving e-giving tuesday, which we’ve had a short e-giving you don’t know how long? How much longer is this going going tio into general? Maybe you know what? Maybe we need to come up with something fun for sunday. I don’t know non-profit radio sunday we got to sell it, we got it and they’re simple sunday simple sunday maria sample sunday. Maria semple is the prospect finder. Her sight is the prospect finder dot com. And on twitter she’s at marie a simple thank you very much, maria. Happy thanksgiving and to you too. Thank you. Thank you very much next week there’s no show happy thanksgiving from everybody at non-profit radio. But on december sixth, brandraise to fundraise. Sarah durham is president of communications and marketing, president of the communications and marketing firm big duck and also scott koegler will be turned on december sixth ease, our technology contributor and the editor of non-profit technology news happy thanksgiving to you next week, our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media’s by deborah askanase of community organizer two point oh, and there wrote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein, and i forgot to do live listen, love for everybody in asia, konnichi wa ni hao on your haserot to our listeners in japan, china and korea. Live listeners love out to you. We’ll be with you all in two weeks, one p m eastern at talking alternative dot com. E-giving didn’t think shooting. Good ending. You’re listening to the talking alternative network. Get in. Get in, cubine, are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn timpson juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s one to two eastern at talking alternative dot com. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? 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