Tag Archives: donor retention

16NTC Videos: Fundraising

Fundraising video interviews for Nonprofit Radio from the 2016 Nonprofit Technology Conference (#16NTC), to help your charity raise more money for its social change work. The annual conference is hosted by NTEN, the Nonprofit Technology Network. 

Nonprofit Radio for April 10, 2015: The Agitator’s Donor Retention & Wearable And Mobile Tech

Big Nonprofit Ideas for the Other 95%

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My Guests:

Roger CraverThe Agitator’s Donor Retention

Roger Craver is The Agitator and his book is “Retention Fundraising.” He has strategies to help you keep the donors you’ve got.

 

 

 

Avi KaplanWearable And Mobile Tech

Google Glass. iBeacon. These and other devices and apps have implications for your organization. Should you pay attention and where? How do you avoid shiny object syndrome? Avi Kaplan is director of online strategy at Rad Campaign and we talked at NTC, the Nonprofit Technology Conference.

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. We have a listener of the week. Chelsea ferraro, quote, your show is such an inspiration to me and i enjoyed listening each and every week i do my best to encourage others to do the same end quote chelsea, i can’t ask anything more that is just outstanding. Thank you so much. You have my best wishes for your new job and i’m going to send you a video. And from that video, you choose a book from the non-profit radio library and i’ll ship it out to you. It’s yours. Congratulations, chelsea listener of the weak and thank you so much for loving non-profit radio i’m glad you’re with me. I’d be stricken with asthmatic sn ophelia, if i got wind of the idea that you missed today’s, show the agitators dona retention. Roger craver is the agitator and his book is retention fund-raising he has strategies to help you keep the donors you’ve got and wearable and mobile tech google glass ibeacon, these and other devices and aps have implications for your organization, should you? Pay attention. And where? How do you avoid shiny object syndrome? Avi kaplan is director of online strategy at radcampaign. And we talked at ntcdinosaur non-profit technology conference on tony’s. Take two between the guests. A double honor and a fellowship opening responsive by opportunity collaboration with working meeting on poverty reduction that will ruin you for every other conference. I’m really glad that roger craver, the agitator is with me. He’s, the agitator at the agitator dot net he’s been shaking things up for a long time in big ways. He helped launch organizations like common cause greenpeace, the national organization for women and amnesty international. Damn that’s. Impressive. His book is retention fund-raising the new art and science of keeping your donors for life published by emerson and church he’s at roger craver on twitter and right now. He’s on non-profit radio welcome, roger craver. Thanks, tony it’s. Great to be with you, it’s. A pleasure it’s. A real pleasure to interview the agitator. I love that the agitator that’s cool like thank you. Did you think about the anarchist? Did you consider that or no it’s? No, i don’t need that much chaos. I think they’re stirring. Things up in agitating ways. Good. Okay, that’s sufficient? I understand. Um, why was there a need for a book called retention? Fund-raising well, for the last ten years, possibly fifteen years, american non-profits and european non-profits have been basically losing mohr donors than they’re gaining. And that is that is a real problem, not only for the present, but for the future, the history of fund-raising before then was the donors were fairly easy to come by, and the cost of acquiring them was relatively inexpensive. And so there was a sort of burn and turn mentality that so what if we lose the donors? Well, well, get new donors and simply replaceable that’s not possible anymore. And so people who are you caring about? Their organizations future need to be caring about holding on to the donors they have early in the book, you cite a twenty thirteen a f p association of fund-raising professional study that says that ah, a few things, but it starts with flat fund-raising every every hundred dollars raised from new donors was offset by one hundred dollars, in losses. That’s, right? And it got worse. It got worse in two thousand fourteen. It was off by one hundred six dollars really way are going the wrong way. Um, and then also that there was negative growth in the number of donors for every hundred dollars for every hundred donors acquired, one hundred seven were lost. That’s, right, that’s, right. Pretty a pretty frightening statistic when you couple that with the fact that the number of non-profit has grown enormously in the last thirty years. It’s grown from about six hundred thousand to a million. Five hundred thousand non-profits so many more non-profits chasing far fewer donors. That, in essence, is the problem. And why retention is so important, many more charities chasing many fewer donors. Right? Alright, so that is clearly unsustainable. Um, all right. So, what we gonna do about this? Well, that’s, what i asked myself after after watching these statistics for a long time, i decided there there really has to be an empirical way too. Find out why donors leave and what we can do to keep them in the bowl. Yes, the study and s so we set out to do and did a two year study of two hundred fifty non-profits in the united states and in the united kingdom and survey tens of thousands of donors to determine why they leave, and then what steps on organization could take to hold on to them? And that it is the findings from that study that i’ve encapsulated in this in this book, along with some quite practical suggestions on what organizations khun due to step in this hemorrhaging, we’re going to get to those because that you call them retention winds? Yep. Um ah! Finger pointing is not particularly valuable, but i’d like to do some anyway. My show, we’re going to do whatever the hell i want. Where do you think that? How do you think this problem arose? This lays a fair, lackadaisical attitude about how we treat our donors and doesn’t matter. We lose some, we’ll gain more back. Where does the fault line you think? Well, if it arose from the days when it was so easy and inexpensive, too acquire donors and at a time when direct response became very popular way of acquiring donors and so they the mindset became sort of it’s it’s. Easier to sign the purchase order for direct mail lists and printing than it is to really worry about how to take care. Oh, rather casual. Okay, so we consign this purchase order for an acquisition, mailing campaign or whatever, whatever channel we use acquisition, campaign and that’s easier than being introspective and evaluating and then improving the way we treat our donors exactly, because, uh, the the reality is that, uh, treating a donor well takes thought takes work, takes planning and, uh, takes the willingness to build a relationship between the organization and the donor and that that involves a lot more than simply mailing a letter or making a phone call. And i love that we’re talking to someone who has studied this problem. I noticed a non-profit radio last couple of weeks, i’ve been saying introspection a lot, this but it just seems to be coming up with a number of guests that non-profits i need to be introspective about whatever, whatever subject we’re talking about this that’s not enough it’s critical self evaluation. No, there isn’t. And one of the one of the reasons for that there’s a there’s a so called well there’s a horrible jargon term called brett. Best practice. Okay, what in the earth? Best practices are i? Don’t know, and i’ve been doing this for fifty years, but people latch onto that term and they most often compare their organization with other organisations and say, well, if we’re we’re doing about as well as the other other guy, so we must be using best practices but that you know, that there’s no introspection involved in that that’s that’s like reading the box score something it makes no sense. I mean, the other, the other organization might be doing it badly. You can’t you can’t just say that we were consistent with others they maybe, maybe underachievers. And by the way, we have non-profit radio we have jargon jail but best practices has been used so often that i’m not even sure that’s jargon anymore. It’s ah it’s. More like cliche. We should send it. Send ugo senate jargon jail within you. Teo, send you teo cliche camp, are you near? Are you near an airport? There’s a jets taking ice and you’re about thirty miles away. But one just came over, so okay, well, maybe we’re being a song that kept going. It didn’t stop. Right? Okay, we would’ve heard it if it stopped. All right, so we’ll put you in cliche camp, which doesn’t sound that bad joke it’s like for minor offenders. That’s a juvenile would be in there. That’s trade. I don’t use it. No, i don’t think there is such a thing. Best practice. Um, and i’ve been hearing state of the art a lot too. Maybe that’s replacing best practices, but there’s just a substitution. All right, spare us and thought thought leadership we could we could talk all day about jargon. Jail thought leadership. Yes, i know there’s a lot of it in non-profits and that’s. Why? Non-profit radio has drug in jail sometimes i let offenders off easy and other times probation is is harder to come by. All right, we’re gonna go out for a break. And when roger and i come back, we’ve got a good amount of time. We’re going to talk about some of these retention wins that are easy to do and and had a help you build trust with your current existing donors so they don’t depart. 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 we’re pre recorded this week. I’m sorry, i can’t send ah town and city live listener love but you know that i love are live listeners so that’s out to each of you listening live podcast pleasantries those on the time shift, wherever you are, whatever device whatever time. Whenever however many days or weeks later, you listen to non-profit radio pleasantries to you and never forget our affiliates. Very important affiliate affection out to each of our affiliates throughout the country non-profit radio was heard. Okay, roger craver. Now, how can we be sure that these retention winds are not cloaked? Best practices? Well, so he could be sure based on empirical data as measured from the responses of ah, thousands and thousands of donors. There’s. No conjecture here on my part. You know, there’s there’s, lots of so called best practices where the people say, well, you know, you ought to print your thank you notes on a very high quality paper. Or you ought to get him out within twenty four hours. Or you need tio send x number of cultivation pieces with no asks. And all that, of course, is is pure tribal wisdom, so our best practices, whatever you want to call it. So here we weigh in this study, we measured what people care most about and what they don’t care about and put it in priority order according to their responses, and came up with a way of of isolating the seven drivers that make for retention or flipside of retention of courses is attrition. And, you know, tony, all all of this is really based on apart from our empirical data, there’s a lot of common sense here, but common sense, it turns out, is a fairly rare commodity. Ah, the business of building relationships, which is what donorsearch tension is all about is based on two, two things consistency and reliability. None of this, uh, listening to this program have serious personal relationships that don’t have an element of substantial element of consistency and reliability by if i say to my spouse, i’m i’m going to meet you at seven thirty, and i’m persistently late or early or inconsistent with that. That relationship is not goingto laugh the same the same when it comes your have you been talking? To my wife, you’re describing my marriage, let’s, let’s keep personalities and personal lives out of this job. All right, well, people just translated into into the non-profit world if i if i receive a on appeal, a prospect appeal let’s, say from from an animal organization and it talks about rescuing puppies and cats, and i send them a contribution. And the next thing i know, i get an acknowledgement letter about the oceans and let’s save some whales that is not consistent, and i will not likely be back to that organization with another gift or if they send that acknowledgement letter and it says roger carver instead of roger craver call their their help line, and i get a rather surly or non-cash arika clerk, and he says, well, i may i try to get to it as soon as i can and isn’t very helpful. I’m not going to go back with another gift because that’s an unreliable organization, so we have to understand that relationships are built on trust and the two pillars of trust or consistency and reliability. Andi therein lies the key to retention because it leads to the next element of of retention, which is understanding the donors the importance of the donors attitude. You know, it’s it’s, not it’s, not the donors behaviour that we should be concerned about behavior in the sense of transactions giving money or not giving yeah, donors attitude that we need to care about because the organization bonem determines what that attitude is going to be by the organization’s action. Yeah, when you use organization is doing things that affect the donor positively, then the donor’s attitude will lead to behaviour that makes transaction increases. The size of a gift renews the membership, whatever, whatever the desired outcome. But it’s, not the donor per se, that is to blame are not to blame. It is the organization’s action. I have determined how that donor feels about the organization that something that folks really need to understand if they’re serious about donor-centric right? How did they perceive? Perceive your organization? Is it professional? Does it care about me as a donor? Aside from all the programmatic important work that it’s doing. But how does it treat our relationship that’s? Right? And that that tony that is paramount in ah, donors. Psyche. No, they people hyre non-profits to do a variety of of things a number of jobs sometimes is to make them feel good sometimes it’s to enable them to be able to tell their peer group that they’re doing this or that sometimes it’s, because they want to do a specific thing, but very seldom is what is that, what the organization claims it is in their appeals. Many people really don’t care that you have ten regional offices or that your ceo has appeared six times in the new york times, none none of that is important yet organizations just love talking about themselves, and nothing is more deadly and building a donor relationship that let’s move into these retention winds, which i’ll remind people are just reiterate these air based on empirical study, not not conventional wisdom or would just tribal wisdom that has been repeated at conference after conference. Just because one organization does it a certain way and they’ve been successful doesn’t mean that that’s going to be successful universally it’s not really lesson that’s amore that’s an anecdote. Um okay, you like saying thank you. That sounds pretty simple. Why does it why does this need to be? Why does need to be said, well, it needs to be said because sixty four percent of american non-profits don’t bother thanking their donors. We could start, we can start right there two thirds to two thirds of gifts or not not acknowledged and thanked. You’re saying are not are not acknowledged, thank some. Some of that third is acknowledged the sense of a tax receipt, but a tax receipt doesn’t go very far to build toward building a personal relationship. That’s a little cold? Yeah, yeah, patane has retained this receipt for your tax advisers evaluation? Yeah, exactly, exactly so they the importance of a thank you is that it is the it is an initial step in building a relationship, and we’ve learned a couple things through this study that that air quite important. One is it needs to be personal, and by that i don’t mean personalized i mean, personal sounding and warm, warm of heart and meaningful to the donor not necessarily long, but it really has to be real. Not way we’re so happy to have received your twenty five dollars gift, it will be put to immediate ineffective you sincerely, x y z that is not a that is not a thank you. Rather it is. Dear tony, your check arrived. I can’t tell you how happy it’s going to make sammy who tomorrow will have not only a meal, but he will have a toy for christmas heimans and so forth so it needs it really needs to connect the donor to the organization and the donor’s gift to a beneficiary in a real sense of the of the word. Something has something way before you get timely there’s no automatic rule that it has xero out within twenty four hours, but it should go out promptly after receipt of the gift. Because we in the studies we we’ve done the preferential time is forty eight hours, but donors are forgiving of taking longer than that. What they’re not forgiving of are these form printed, impersonal, thank you’s that just ring ring hollow. So that’s that’s the importance of saying thank you? One of the things you mentioned that i want to emphasize is that the thank you doesn’t have to be long? It doesn’t. I’ve heard this and said it many times on the show heard it from guests to be genuine and sincere does not require something long. No, i mean, i love you. If it’s if it’s said in a heartfelt way, three words does an awful lot to a relationship. That’s your right that’s it that’s an outstanding analogy. Cool. All right. Oh, and the book points out that there’s, um, resource is available around. Thank you’s. You have. Ah, there’s a thank you letter clinic at sophie, which is the showcase of fund-raising inspiration and innovation and your ovary thoughtful to point out that people can lift thank you letter ideas from there, but not copy and paste. No, not copy and face, but take, uh, lisa sergeant has put that together and done a terrific job, and she she has an attic full of ah, wonderful. Thank you. Uh, campaigns in there and get inspired by it. And by all means use that, you know, shaul had a saying the mediocre borrow genius steals and there’s lots of good stuff on sophie that’s that’s worth looking at that will give you ideas. And this thank you. Clinic is certainly one of them. All right, mediocre borrow and the genius steals hyre i’m in the wrong business. What we gotta transcend. The law’s a little more often, but there we go. You want us to be boring? What do you mean what’s behind that? Be boring. Let’s go back to the to the term consistency, one of the one of the realities of painful realities among most non-profits is they get tired of their of their same message, and as a result, because they’re bored. Uh, they they hyre another copy writer or the same copywriter and say let’s, let’s do something fancy or something that glows in the dark. Something different, something exciting? Well, that is that is not only a horrible waste of time and money. It’s also destructive of relationships, consistency is important and that’s what i mean by be boring. You may be tired of the same message you, mr or mrs organization of same message. But the donor isn’t tired of the same message. They they join for that reason and they want to stay involved for that reason, so be consistent. That doesn’t mean you have to copy the same thing every time, but stay on the same team that have produced the donor in the first place and the same the same way a good politician will give the same stump speech over and over again. She may be absolutely sick and tired of it, and the press may be sick and tired of it, and her staff may be sick and tired of it, but it is a speech that works with don’t with the voters, and it has to be given over and over again. You have a background in political consulting, too, don’t you? Yes, ideo i, uh, did a lot of work for twenty years for a number of democratic senators, presidential candidates and, of course, citizen advocacy work for groups like greenpeace, the seal, you and others that’s all tied to politics. You’ve been around, you’ve been doing this a long time. Did you say fifty years earlier? I believe just think, yeah, i’m probably older than most of the trees you’re looking at. Well, i’m in new york, so thie average tree life in new york and i think seven years, the street trees. So you got you got those? You’ve got those covered, but all right, you’ve been around it. I’m in i admire its wisdom, its wisdom coming shoretz empirically it’s empirical wisdom it’s not anecdotal. Here’s what’s worked for me in my client’s through the decades. Okay, you want to listen to donors, don’t you? Absolutely. And here here is on area that organizations can really score against the competition and can also help themselves because very few folks in the nonprofit world design efforts to get the feedback from their donors. You know the court corporate america spends billions of dollars getting feedback. If you go on an airline, get off that airline the next day you get a survey you goto to ah, hotel, the next day you get a survey after you’ve checked out my heavens, even ihop does a survey on the back of the receipts from their breakfast, and the reason they do this is they know that it, uh, that asking for people’s opinion builds satisfaction and builds loyalty, and it is so easy to do, and it is so inexpensive to do, but most non-profits don’t do it, and they just keep the mute button on rather than listen to their donors. But by having feedback mechanisms, you can find out that your website, uh, sucks when it comes to the donate page, or you can find out. That you’re donorsearch vis program isn’t good, and these these feedback mechanisms are there basically widgets that you can put on your website or questions you can put in your direct mail? Andi, uh, get get the donor’s opinion and, you know, tony one one of the thing on that you don’t have to necessarily get a written response or telephone response from a donor zamir act repeat, the mere act of asking for someone’s opinion and feedback will boost retention by thirty percent. That is a significant difference. Roger, we have teo to start to wrap up. We just have about thirty seconds left, and, uh, i want listeners, of course, to know there are many more retention winds in the book retention fund-raising published by emerson and church. Roger. Just spend a couple seconds. Small and midsize shops have a big advantage here, don’t they? They absolutely do. And i love your your slogan for the other ninety five percent because they have a huge advantage because they can do things personally. And a well run non-profit shop that pays attention to its donors will exceed, uh, return on investment by by five to ten times higher than the big organization roger craver he’s, the agitator to find omit the agitator dot net, and at roger craver on twitter, roger, thank you so much for sharing all that empirical wisdom. It’s my pleasure and i join chelsea and your fan club thank you coul write something nice and i’ll make you a listener of the week. Thank you again. Tony’s take two and wearable mobile and tech coming up. First opportunity collaboration. It was a terrific experience. It really kicked us up to the next level that’s ross baird, executive director of village capital. And there are lots of funders at o c. Extremely useful contacts, projects funding. It opens people that’s alberto vasquez, president of soc edad e dis capacidad in saudi’s, peru oh, see opportunity. Collaboration is a week long conference in x top of mexico centered around poverty reduction throughout the world. It’s in october you’ve heard me tell you i was there last year and i’m going again this year. If your work is related at all to poverty reduction anywhere in the world, check it out. Opportunity collaboration, dot net! I’m being honored by hermandad, a charity that brings water to the poorest of the poor in the dominican republic. I’ve been helping them save lives for lots of years, and it would be a double honor if you’d be with me by making a gift to hermandad, we can save lives together in the dominican republic and be honored together on april twenty third. That’s that’s really what i’m thinking video and links are tony martignetti dot com and i thank you very much for considering helping me save those lives. Are you a millennial interested in measuring social good? Then evaluate for change has your next career move they are recruiting for their millennial non-profit data fellowship. The ideal candidate is a millennial employed or volunteering at a non-profit and dedicated to using data to improve the nonprofit sector. Roger craver would approve of this very strongly. I believe the fellowship is part time and includes training, mentoring and a final capstone project. The application deadline is april thirtieth. Apply at evaluate for change dot com that is tony’s take two for friday, tenth of april fourteenth show of the year and here is my non-profit technology conference interview on wearable and mobile tech with abby kopperman welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen we’re in austin, texas, at the convention center in austin. My guest is avi kaplan he’s, director of online strategy for radcampaign brovey welcome, thank you durney pleasure to have you ah, your topic is wearable and mobile tech what it means for non-profits there’s, there’s a lot of new stuff out there, there is yes, just generally now we have plenty of time together, so you don’t have to pack it all into one answer, but generally, what does it mean for non-profits i think there’s a lot of exciting technology is emerging, a lot of organizations, they’re trying to make sure that they’re experimenting and taking advantage of all the technology available to them. Um and ah mobil’s, obviously a really great opportunity for engagement, but i think what it means is also there’s there’s um, it’s become a bit of a buzz word to me, you know? What are you doing on mobile? So what i think it means is it’s it’s an opportunity tio tio, come up with some some valuable ways to engage with their community um, but also to be really thoughtful and making making sure that you are investing your time and resources wisely in this area. Yes. We need to avoid shiny object syndrome. Yes. Okay. Because there’s, because there are plenty of shiny objects. Teo, to attract our attention. All right. What’s ah, what’s what’s. Interesting to you. What would you like to start talking about? Sure. Well, i think one of the starting points that a lot of non-profits today have when they think about mobile is related to their websites. You know, having mobile website being mullet going mobile responsive has become really wide, very widespread tactic your sight. If your sight’s not mobile responsive, you’re not creating a great experience for a huge portion of your audience. That’s growing. We have just interrupt. You interrupt a lot because i like to have yeah, absolutely. How many people view more likely to be viewing on mobile device? And then ah, desktop, what laptop? What kind of depends on on your audience? But you’re good, benchmark. Ah, somewhere between twenty and thirty percent for the average non-profit depends on your sector. Okay, if your audience is more you know, advocacy volunteer focused and expect that to be hyre through demographic is younger, more, you know, if you’re do something dot org’s there, i would assume upwards of fifty percent of their eyes. Ah, mole is mobile browsing audience i’ve had are your finger on the show, the ceo of do something she’s got a couple times, and also, you know, they have t m i their spin off for for consulting their head around, talking about that because you ceo of that ceo of do something yeah, that’s probably at least fifty percent buy-in likely hyre for, you know, for a larger legacy organization associations, i would expect around twenty percent, but, you know, it’s, easy to find, figure that out exactly for for your website with google analytics or another analytics platform if you’re have that set up. Ok, so we certainly should be paying attention to, uh what? How many people are viewing on our site through mobile? Now it seems a lot that ah, a lot of times in some organizations, people aren’t even going back to the website that often they’re more engaging on the social channels. Yeah, sure, i mean, that’s being conscious of where your contents being engaged with, right? You know, if it’s if it’s all in the facebook news feed or it’s, the grand feeds their, you know, whatever platform piece you observe people, you know, talking about your story, a lot of the social experiences on mobile as well. So being conscious of what networks folks are using to talk about, you know where that conversation’s happening, it becomes a mobile conversation as well. I think a lot of people don’t wind up at your home page for mobile, but the landing pages that they get, i don’t know what the status but it’s a email as well, it has shifted to mobile for sure. You know, even in the office, a lot of people, um, at their desks work with two devices because they just find email triage is so much easier on a on a tablet or ah or a phone, i do that myself often. Um, so then, you know, you want about the landing page and it’s mobile, you know, i know this is a cool phrase i’ve never heard this phrase email triage because i mean, that suggests it’s a way of medical. Emergency. We’re in a crisis and were triaging all our messages. Yeah, i mean, i’ve never heard that phrase it’s cool, all right? Yeah. I kind of just filtering through things. And, you know, i think a lot of the email platforms tryto try to help people with that and there’s on mobile people there’s some interesting applications to help people with that task. But email triage, female triage. So let’s, talk about if we do need to be mobile optimized moat, which is most likely, what should we be thinking about? How do we achieve this? Well, you the idea with ah responsive website is that, you know, in the design on the as you develop the site, you create break points so that, um, you know, you can you can have your site b device aware and, you know, send out different code two different devices based on, you know, to create a good experience for that. You know, taylor to each device, but for non-profits of a more cost effective way of creating good mobile experiences to create break points based on the browser screen size. So, you know, if you break this down for us to get a little technical, but i’m jorgen jail on non-profit radio, so they’re going to get to try and stay out of jail. Yes, you are. We’ll be quick, quick parole, sure. So you know you’re if your website has a style sheet that the browser loads you, teo latto, you know, produce the design in the browser. You know, the site will load with different layout of different elements on the page based on how wide your screen is. And so, you know, if you’re on ah, you know, a nine inch tablet or ah eleven inch tablet or, you know, fifteen inch screen the pixel with will determine the layout of the elements on the page, but only one set of code will have to be downloaded. So you keep your sight it’s a balance between the speed of your sight loading and an effective way to create a diverse experience without having to think about exactly taylor for every device. Okay, all right, so size is critical. What else? What else were you thinking about for? For responsive sites. Yeah. Yeah. Mobile responses. Yeah, well, you it does help toe to know what. Ah, you want to have a sense of the help. So, you know, this is a scent, a sense of the devices people are using. You can find that in google analytics. Yeah. I mean, if you’re you know, if you know if you’re working with you know, we’re radcampaign we build a lot of response of websites and what we often dio there’s ah ah, device lab actually in near our office in washington, d c and you can go and test on specific, though, but, you know, especially on the android platform there’s, so many different if you have a iphone there’s, you know, six different models, something like that since the beginning of iphone, but on android there’s thousands, you can check out those devices, load your site and and run testing it’s just exactly how it’s going to appear if you have the patience for that and the resource is too, if you’re developing a site in house it’s really worthwhile, especially if you you don’t have the experience of your executive director has, ah, unique device that nobody else in your pockets hasn’t really complaint. Why doesn’t this element load? Well for me? You know, it looks goofy and, you know, you hope to catch all those specific cases as you’re doing your testing, but hyre sometimes it’s it really is something quirky with that device or ah, you know ah, plug in or an extension somebody has and, you know, everybody’s browsing experience if you’re on a tablet on ah, desktop itt’s unique based on your your own quirky set up. So let’s, let’s talk about some of the wearable technology you that’s that’s part of your your workshop also what? What’s what’s exciting there. And where do you see for non-profits? Sure, i see this is kind of more on the horizon for in terms of being a worthwhile investment. But, you know, wearables are everything from, you know, the fitness tracking devices like the fit bid. And you know, microsoft has ah, fitness device coming out there’s a company called misfit thie apple watches coming out, i think in april so it all kind of tracking these analytics of user activity. You know your steps here. Ah, you know, fitness activities and so that’s interesting to me, i think. Just cause it’s creating the consumer familiarity of wearing a device that gives you some some feedback. Interesting piece for non-profit communications and engagement are is that these where these devices start? Tohave notifications built in that our people interacted them a little bit differently. Oh, explain. Explain how that works is this is new to a lot of people. Yeah. Gotomeeting notifications. What anybody means. Sure. So, i mean, just like you get a push notification. Have toe pull out your phone usually, um ah, like fit. But i think they have. They have a couple of models now. There’s there’s ah, small enough screen simple text, but you can just get it’ll pop up and you can read your text message right on the on the device. I don’t mind on your wrist, which saves you from taking your phone out and you know it for non-profit and that’s that’s becoming ah, more more devices are getting becoming popular that had have that feature not just for a text messaging, but you know any type of notification that can show up anything that dahna, you know, android has ah platform called android where are injured, watch and ah, the iphone abila watch is going to be coming out, and that has its own platform. So a lot of mobile labs the people already have installed on their phones, no instagram or yeah, you are snapchat or whatever it is you are goingto have be easily extend, be able to be extended tohave notifications going to people’s wrists, which for non-profits is something you know you could you i could easily see somebody getting very excited about that or leadership. Ah, kind of jumping the gun and saying, oh, we now we need to just send our donation forms everybody’s wrist so it just highlights the importance to be very conscious of people’s, patience and attention valuing the permission they’re giving you too. You know, if somebody does give you permission to bring their wrist that’s having responsibility not to abuse that to respect your audience and ah, be very thoughtful about yeah, and should you even go there if you don’t have that permission, which most organizations probably do not. This is all so new. And just because, you know, you might technically grow a list. Um, i think that’s an awareness you have tohave now with with text, communications, one of organizations that have been successful for advocacy with these, you know, sms campaigns and, you know, text to give you may have a growing, you know, lets the phone numbers you, they’ve given their permission, but maybe they don’t recall or they didn’t really understand ah, quite what permission they were giving, you see really have to be very careful with that. You don’t wantto attacks those relationships. Yeah. Yeah. Okay. Um, so what’s, terrible is i just, you know, i just see that as something to be aware of that, you know, there notifications are becoming, you know, in the next five to ten years, it’s an increasing space, that people are conscious of day today, and there is an opportunity to create a good, you know, it’s, an interesting experience of engagement. Way to be very thoughtful about it. Outside. Kind of think. It’s kind of on the horizon is a very thinking about onda. Respectful of the relationship. And the permission you have been given, basically, is your point. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on 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. Let’s. See? I mean, do you still sticking with the wearables? Do you see that having value in particular sectors? What do you really think in there? Yeah, another kind of area. What ideas? Air occurring to you? Yeah. Another area of wearables relates to kind of well, i mean, everybody, they’re google came out with this thing called glass, which everybody was, you know, it kind of made everyone look like a yeah, but i tried one of those in-kind try it. But there was a friend of mine in new york who was one of the selected beta testers, i guess. Okay, so i had it on for five minutes or something. Yeah, it was cool. I talked to it. Yeah. So, you know, i saw stuff in the lenses. Yeah. Did it really go? Is really taking off the way everybody thought it was going to. I think the expectation was, you know, people got excited. Oh, everybody’s going to have a camera right in front of them. And you know, another screen there looking at it, you know? Ah, you won’t know that i’m you know, teenagers watching. Yeah, you know, breaking bad right in front. Of without mom knowing stuff like that. But the specialized experience for for ah, you know, that premise is about augmented reality, you know, engaging with with a task that you’re that’s in front of you with cem, helpful data or instruction, you know, available that you may have, you know, it’s that it’s more healthful have literally over laid on your on your vision for a specialized task, so it didn’t really take office must really take offers. All the early press is saying a revolution that’s i mean, i see that you asked about, you know, area’s fields where that could be helpful. I think in specialized fields, medical fields in you know where you need unique expertise, maybe in the in the field microsoft has a something called collins coming out and hollow, hollow, hollow lands like a hologram and the kind of really demos they’re just, you know, kind of whiz bang looking. But some of them are very practical, like they had. They had one demo where it was about teaching someone howto repair a light switch in their home, which doesn’t seem like a huge deal. But you could i could imagine you habitat. For humanity, coming up with holland’s demos for, you know you could maybe not need ah, you know, construction as many construction supervisors on site kind of doing involves years writing it as you’re watching it in your in your lens, maybe for howto latto spackle on yeah or tech support, you know, amazon has they have a set of ah, technically, you know, help support kayman what it’s called, but, you know, if you have an amazon tablet or fired-up well, whatever they have, if you get hit a button and then there’ll be, someone pops up on the screen and, you know, you say, you know, i don’t know how i tried to rent this movie and what’s going on, so i can imagine you could, you know, you could be doing some specialized task for for your free dramatic work, um, and carla, somebody with you, teo, you having trouble site from the troubles? You what you’re what you’re dealing exactly where you are immediate help? Yeah, i mean, i could see, you know, if you’re we’re here than non-profit technology conference, you know, maybe you have a navy volunteer who’s setting it, trying to set up radio and streaming set up for your for your live event on they’re having trouble, they could, you know, but on their hololens or whatever, and and have somebody help them literally. You know, figure here is that you know, i i don’t have audio xing the person routines, but somebody helping guys person helping you could see. And you can see them. And they can talk you through andi. Actually, you can do it as their asses were on with them. What is ibeacon? Ah, i beacons are kind of ah, there. It’s a sensor. You know, it’s related to it’s kind of a more granular location sensor. So we have gps, which are satellites that can, you know, peg your location. Ah, as a data point within, you know, i think it’s a few meters or something, maybe even like, twenty meters and ah, we have that there. Yeah, like there’s. Like location tags. Where i guess you’ve been in like a store. The shoplifting tags stop you from taking things out of the store. They know some radius of where that item is in the store. Ok, so i begins. Can they work? I think mostly off. Of the new bluetooth technology on bacon triangulate you within a space within a room. So if if there were i beacons in this room and we kind of tapping into that network on our devices, that could know where, where this device is within inches. So what’s interesting about that, to me, is the opportunity to create an experience, you know, a curated experience for for a space. So if your ah the most immediate, you know, application i see now is for museums where it’s very important, where museumgoers are in the space heimans what caught content that they were going to receive? Ah, what they’re you right, you what they’re going to receive, you know, if you’re here sharing as they moved through the experience, what what added value can you can, you know, perspective on the history of the pieces that, you know, they’re seeing or scientific information on the exhibit, you know, they’re looking at based on where they are, but also, you know, maybe the past they went through that’s how people interact with your contract, and now they’re gone, you could, you know, takes a lot of ah, resources, maybe to do this. But you could you could, if you could take that person’s path through your your space. You could say, you know, everybody who spent and really went through the butterfly exhibit, um, without them, you know, checking off a box. They’re raising their hand, or already, you know, send them all an e mail about our butterfly research or taylor this donation request to that group, which you could only do if you know they’ve, you know you have you have you have the space pegged with eye begins to be able to know where they are, and you have some request. Maybe at the beginning of the you know, the entrance way, you know, let us know, let it let us have for these permission way track. You’re right your your time through through our collection, right? Ok, but you’re going to start to see these around. I mean, there’s, it’s, it’s a little bit. It it goes back against that same permission thing, but also you know that that lack of consumer awareness about the data that is around there for us already, you know, it’s a little spooky sometimes, but, you know, if you’ve ever i don’t like sunpass or metro pass on your car. Sure, you know, there’s that if you have a subscription, uh, you know, to pay the tolls quickly, right? That is actually that’s, not the only place where that gets picked up. When you go in that little devices always picking out your saying, here i am, unique, the same thing that that’s on isn’t that how we find out what traffic l a is like ahead on our gps? Yeah, and there are implications for law enforcement using it for potentially determining speeding all kinds of things. But then also traffic volume, right? Right. So so but the permission you gave in in one location with ivy dickens, right? Yeah, that could be carried in other locations. Right. So if if if there’s a reciprocal relationship between, you know, the museum and other places in the city when they know, you know, send you could segment. Teo, the people on your list who are, you know, frequent restaurant. Goers that, you know, the stone, yeah, restaurant, whatever. You know, you know, and you know, you get, but you’ve got to know that that permission was granted. I mean, you’ve got to know that you’re granting that. Maybe maybe. I think, when you go through the butterfly exhibit, doesn’t, that doesn’t need to be disclosed. Well, i think they’re going to disclose to our partners were going to share with certain partners, and you’ll receive offers related platforms that are that are being set up for, you know, the way that it gets implemented. It’s a tricky thing, because the museum, you know, the point of permission may not even know the cascading effects of that permission. But that’s very risky that well, okay then they’re not fast drinking there don’t think they’re protecting their their constituents adequately if they don’t even know it’s very thoughtful of that air’s alright, we have just about a minute left. What do you want to wrap up with you? Time flies on non-profit sure does with with what’s what what’s, wearable and mobile and what non-profits should be thinking about. Yeah, i mean, i think my big takeaway with this is, you know, there there are some interesting technologies out there, but you should be very thoughtful. Make sure that what what you’re investing your time and resource is our in isn’t isn’t shiny object like you mentioned is gonna have a real specific value. Add for your audience. Um be thoughtful about the the comfort level of your audience in community, engaging with that technology and the maturity of the platform you know, there’s there’s, a few different i beacons there’s, there’s a few different, you know, implementations of that. So you wantto ghisolf about which? One you choose, make sure it’s one that you can support over the long term, as you have to continue to maintain that technology on be thoughtful about the hidden costs you know you, eh, it’s, not just the spend to implement and set up whatever you’ve started, you have to support it. You maybe have to train your staff. You have an ongoing communications, maybe you, you know, bee you’re likely going to need to generate and continue to develop it. So being thoughtful about those hidden cost and how you’re going to measure those and evaluate your success. Brovey kaplan he is director of online strategy for radcampaign brovey, thank you very much. Thanks for having me, tony. My pleasure. Tony martignetti non-profit radio coverage of non-profit technology conference and t c twenty fifteen. Thanks very much for being with us. Thanks to everybody at in ten the non-profit technology network and and t c i love being there next week. Tomb or auntie? Si interviews embrace emerging social media and you’re content strategy on those new channels. If you missed any part of today’s show, find it on tony martignetti dot com. Where in the world else would you go? Opportunity, collaboration, the world convenes for poverty reduction. It’ll ruin you for every other conference, and that really is the truth. Opportunity, collaboration, dot net. Our creative producer is claire meyerhoff. Sam liber, which is our line producer, shows social media is by susan chavez, susan chavez, dot com and this terrific music is by scott steiner. Brooklyn. You with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best 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 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 gifts. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric 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.

What Troubles You The Most?

 

Results from my professional development survey (now closed): 

Donor Retention:
Dan’s Donor Retention Ideas, interview with Dan Blakemore, director of development for International House

Donor Retention, interview with Jay Love, CEO of Bloomerang

Getting Your Donors To Fall In Love With You, video from Farra Trompeter at Big Duck

Social Media Strategy:
Beth Kanter: Real Online Engagement & Measurement, video interview; Beth’s blog

A Conversation With Amy Sample Ward, Part Deux; interview about her book, Social Change Anytime Everywhere (which I strongly recommend for strategy and tactics)

Followship, interview with Allison Fine, co-author of The Networked Nonprofit

How To Use Social Media In Year-End Drives, Fundraising Fundamentals interview with Natalie Stamer at St. Baldrick’s Foundation

Creative Thank You’s:
Thank You’s For Year-End Giving (with lots of ideas that work anytime), video interview with Claire Axelrad

The short version: 10-minute Fundraising Fundamentals podcast with Claire and Julia Wilson of OneJustice

Generosity Series:
GenEvents site

The national tour, Generation Series

Nonprofit Radio for July 5, 2013: Dan’s Donor Retention Ideas & Tablet Apps

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Interviewing Dan Blakemore at Fundraising Day New York
Interviewing Dan Blakemore at Fundraising Day New York
Dan Blakemore: Dan’s Donor Retention Ideas

Dan Blakemore is assistant director of development for individual giving at International House. We talked at Fundraising Day last month about how to hold on to your donors, from phone to Facebook.

 

 

 

Scott Koegler
Scott Koegler: Tablet Apps

Scott Koegler is back. He’s our tech contributor and the editor of Nonprofit Technology News. He’s got info on tablet apps for everything from fundraising to event management to volunteer management.

 
 


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Durney hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you’re with me last week why i’d be put into pyre xia if i heard that you had missed intuitive brainstorming, karen garvey, author, speaker, intuitive and coach described the why and how of her intuitive brainstorming process and the pelota paul parte do our legal contributor jean takagi principle of the non-profit and exempt organizations law group continued our discussion from may tenth on dan pallotti’s video the way we think about charity is dead wrong. Jeanne and i also talked about the overhead myth letter that’s been circulating this week dan’s donor retention ideas. Dan blakemore is assistant director of development for individual giving at international house. We talked at fund-raising day last month here in the city about how to hold on to your donors from phone to facebook this was supposed to be beth cancer, but this turned out not to be a good week for beth to be engaged online, so my fund-raising day interview with her will be next week. Also tablet aps scott koegler is back he’s our tech contributor and the editor of non-profit technology news he’s got info on tablet apse for fund-raising between the guests on tony’s take two. You know tony stick to is always between the guests die without a will and reduce your state’s deficit. There’s a sad story out there about a man with a forty million dollars estate i want to do some live listen love before we go to the pre recorded interview with with dan blakemore, nouma zoho yokohama in tokyo, japan. Konnichiwa, yonkers, new york in new york, new york welcome and argentina buenos our days ah, but that’s either. Alejandra oh, francisco ola whichever of you it is we need the other one to come in. Get the other one on the line, whoever you are, not allehanda or francisco let’s transition now to the interview with dan blakemore talking about donorsearch retention welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen or at the marriott marquis hotel in midtown new york city right in times square. With me now is dan blakemore. We’re going to talk about donor-centric. He is assistant director of development individual giving for international house dan blakemore. Welcome to the show. Oh, thank you so much for having me, tony. I’m really happy to be here. My pleasure. What? What is international houses work? International house were a residential community for international graduate students here in new york city. The residents can be studying pretty much anything at the graduate level. A ce moment. They’re doing it in new york city, and they’re eligible live at the house. We also house interns, trainees and visiting scholars from around the city. It sounds like a pretty dynamic place to visit you. You are you there? You’re sharing meals with them very often. Oh, yeah. There’s. A dime. I mean, there’s a dining room. I usually have lunch every day with other staff members and resident members. Gym facilities, study room’s, computer labs. I mean, we try to have as much in the house as possible for them. S so yes, they have to leave every now and again to go to class or something crazy like that. What? We really want them to stay in the community as much as possible learned as much from each other as possible. Our mission is really driven by leadership development in cross cultural understanding for the residents sounds like an incredible place to visit all over the world, studying all different kinds of things. Oh, yeah, here in new york, all right, your seminar, the topic is acquisition and retention of donors, but it’s a panel and your expertise is the retention definite. So i’m not going to hold you the acquisition part let’s talk about dahna retention. Well, what social media is a big part of that? But i don’t know, he’s, telemarketing a part of that where you want to start with attention before international house, at least in my experience, the attention has been much more focused around kind of really i i call it really the basics of good fund-raising good stewardship, everybody gets a phone call or an email before long before they get their acknowledgment from the president or the director of development. Um, we’re really trying to focus a lot around showing impact to people so that they are really clear on where their money is going, because when i started at our house, we were in the middle of a multi year, multimillion dollar challenge grant and i started i said, okay, well what are we doing to show impact to the people that have given already? Because it’s not gonna be much easier to get them to give us an extra hundred dollars an extra thousand dollars if they know we’re doing the right thing with their money and there’s really something good happening here? Then you have to be going out to other people saying, okay, you don’t know me, but international house is a great place give me some money. Yeah, widely recognized that it’s cost a lot more time and money to acquire a new donor than to keep one s i said, what are we really doing? And we weren’t doing as much. So i really one of the things i’ve been happy to do in my three and a half years there is really focuses on, ah, sustainable stewardship program so that we really engaging people, whether they are named room donors from twenty years ago to someone who set up a scholarship fund last year that they’re hearing from us that they know that the money they’ve given in the past is really having an impact and of course, encouraging them to continue giving because we we got to keep the doors open. We’re gonna keep the residents exposed to. There are all the programs were providing to encourage their leadership. You mentioned a telephone call who would make that telephone call toe donors to thank in the lion share of cases. It’s me? Since i mean, i’m assistant director development for individual giving. But there are some already i said your title once. Yes. You don’t need to drop names dropping yourself ridiculous already rolling. Not even five minutes into this thing. Already heard times. Thank you. Gonna keep things types up here, mike off. Okay. Ah, blood. There are some that i usually will say for the director, development or president. Especially kind of long, long gone generous loyalty donors, alumni that are much older and has been given to us for decades that i think should at some point here from the president, knew usually a much more of a nice treat for them to kind of hear, share their experience of what they remember from when they lived in the house, but also then know that the president is saying, really, we appreciate your support. We value it. Please keep giving and thank you. Okay, that’s important, i think the backdrop is closing in on us a little bit, so, you know, i don’t know if you have to move, but the backdrop is being encroached from from the other side. Oh, well, good, no, we’ll see what they’re trying to force me. They wanted eleven by ten, they were allocated a ten by ten, they wanted they wanted eleven by ten. Ah, all right, that doesn’t matter, way, continue. I mean, we’ve had earthquakes, we’ve had rappel going on. The lights have gone off today multiple times. I’m not surprised that are not our floodlights, okay? Do boardmember sze, what have you ever engaged boardmember for these, thank you calls occasionally, i mean, i’m working one of my many goals, probably in the next year or two calls it because our learned, a long serving president is retiring in the next few months, so i really want to try to get especially starting with the members of our development committee more involved with fund-raising just some have been very concerned or where about oh, well, i don’t have nearly as many friends who are rich, they could come to the gallo or can make a gift at five thousand dollars level every year, so i just can’t be helpful with fund-raising not true much more, so i’m working with them in-kind open their eyes to well, really, if you just make thank you calls and share your experience, why you share with the donors why you’re on the board asked them why they’re giving that’s easy way don’t you don’t need to write a check you don’t need to harass anybody else. That does not mean i don’t want you to get your wealthy friends to come to our special events or to come to speaker. Programs and meet residence. But it’s really about kind of opening up that fund-raising experience letting them see that there’s a lot more to the process, then just begging your friends to give you some money. Ok? All right, very much a personal touch. What you’re trying to bring hopeful. Okay, let’s, let’s. Go online, tio. Some social media. What? What do you what do you like to do on on facebook? Tio? Well, facebook keep donorsearch all social media for us is challenging, i would say, because by virtue of the kind of non-profit that we are, we are key audiences are always residents to currently live in the house. Alumni, donors trust these other people that know of our work. So it’s, we’re always kind of throwing different messages for different populations, all on the same channels because they’re all there falik it would be it would probably be nicer if we could say all the alumni are only on facebook or all the trustees are only on twitter that’s not realistic that unfortunately that is not going to go to them where they are exactly s o i think it’s been it’s been a lot of integration. To say the least, whether it’s the facebook groups like right now i know we have an alumni reunion coming up next weekend and kind of a lot of the mo mentum for it really started on facebook. Thehe lums, who are the co chairs of the reunion committee, released kind they started their own subgroup within our group. Yeah, that was okay, everybody who’s coming to make sure you’re make sure you get your registrations in, make sure you consider making a gift along with your registration. These are all the events we have going on. We hope to see you there, bring your kids if you if you there’s someone that you lost touch with, we’ll see if we can reconnect you with them. Is there someone you know who doesn’t hear from the house anymore? Make sure you two have them send us their new information. You’re happy to have them piggyback on. Oh yeah, international houses facebook poll that make not like, you know, it’s a violation of policy or something? No, i mean there it’s much better for us to have them out there doing it, getting the message to their friends who, while i’m sure, most the bulk of them live like tar page generally know what we’re talking about. But there it’s all. They’re always going to be much more responsive to someone that they know personally. Me or director development of the element i relations director putting something up saying, hope we see you at the reunion there. Are they all the other aliens happening? Okay, but i think the point is that that degree of flexibility, yes, that’s when someone wants to take the ball, including using your, you know, piggybacking on your organization fund-raising page, you allowed it. Oh, of course. I mean, you want that. I want them to feel comfortable putting those messages out because of those people who are pushing the message out are going to be much more effective in their outreach. Then we could be talking to their friends exactly as close as you get. You know, you won’t ever have the relationship that they have exactly with their friends, talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. 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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 metoo i have other other online strategies, so well, we’re also wanted were dipping toes. I mean, we’re on twitter and a lot of the messaging there has been focused around current events happening at the house kind of as they’re happening, so there has been some live tweeting i know we did some live tweeting of our gala that was on tuesday because we were honoring big named more more i could do more name dropping if you if you so desire, go ahead, drop one that’s not your you know what my problem was? You’re promoting yourself it’s good thing you have written a book yet we would’ve heard that six times by now we’re ten minutes in, i would have it the title six times. I i’m a long way to go before i’m writing a book, but fareed zakaria is one of our trusty outstanding cnn and yes, fareed zakaria gps fundez he was one of the people we’re honoring he’s going on our board for ten years eso he got our award for promoting international understanding, so he was among the very impressive group that were there. S o i know there was some of the trustees were live tweeting, but also we were live tweeting for constitutional account, okay, just so that people could see oh, this is really happening over its cars, getting his award and all paul volcker speaking and okay, and how do you feel this all relates back to donor retention? I think it relates back because latto things like live tweeting, let people see things are actually happening, let them see that we brought a group of residents there to make sure that the special event donors really get a really a clear understanding of the house and what it is are really mission is all about because if you it’s one thing to have a special event, raise all this money and then everybody goes home and feels fine. But it’s it’s always been a priority for us to make sure that the residents were there so they can sew the donors can meet them because a lot of a lot of special event donors, by virtue of not being annual fund owners per se are not necessarily being alums do not come to a lot of our events, so we’re trying to capitalize on the opportunity of having them all in one space to say here, meet some of our impressive scholarship recipients here metoo of the residents have done really impressive things, and i have plenty more to do in their careers so that they can really start to see the value that they’re providing to our community. And for those who can’t come, you’re able to engage them. They think they can see it on twitter. They can book a cz more photos air coming in from the photographer were trying to push those right back out through links on our website on dh through facebook converters so people will, then they say all way or if you were there, you know, someone who was there, you could go through the photos and say, oh, oh, oh so until i got to talk to frieda cardio that’s impressive. So it’s, i think it meets a lot of different purposes without nearly as much effort as it could take. What is the international house doing? That’s ah, you think really exemplary in doner retention slideshare temporary dahna retention that’s a very good question. Well, that’s, that could be another opportunity for me to pat myself on the back so i’m going to seize on this because you did a perfectly tony, i would think thee one on one reporting we’re doing now for a scholarship recipients, because there are a lot of scholarship funds that have been created probably in the last forty years, some through capital campaigns, some kind of much more independently as someone gets to that point in the major gift cultivation process that they decide they want to create a scholarship fund that stewardship is also has really been really important for us because a lot of those donors again are not in new york city don’t get to come to our events or meet residents at all, and the residents are everything whenever in the spring is usually when i get to do all my interviews with scholarship recipients, and i really enjoy it for one just because in the development office there’s so few opportunities to just engage with residents and just kind of here about what are they studying? What do they want to do in their careers? But this is a great opportunity to come in, talk to them, get there, kind of get their story figure out. What it is, they’re really focused on and then be able to share that information with a donor who can say, oh, i made a gif five years ago, fifteen thousand dollars and its supporting great people like this so especially, i think, it’s i think it’s even more important for people who are not in the new york area than for those who usually do come to events and kind of have a feel for the people that live at the house cause i think we’ve gotten some really positive feedback from people about, uh oh, i had forgotten about this xero this has been so interesting and engaging, i feel like i’m really a part of what’s going on at the house, even if i live in another country and for us that’s that’s the heart of it because we have alumni spread out literally around the world and it’s hard to keep them engaged keep them feeling connected to the work that’s happening in new york while they’re also alumni that’s going on all over the world, but they don’t always get to meet the residence. This reporting lets you know it’s, broaden it for non-profits that may not have alumni and followship maybe in something different you’re essentially talking about outcomes reporting yes, little really see okay, you’re you’re fund of fifteen thousand dollars produced let’s say two thousand dollars in the last year that two thousand dollars supported two or three to three residents, and they’re thieves, they’re they’re what they’re going for in their careers. This is what they’re studying, and this is what they’ve done in the last two years while they lived at the house that has really changed, exposed them, open their eyes to different cultures, expanded their horizons and let them see a lot more potential in the areas they wantto work. Yeah, those are all valuable outcomes impacts that donors air now, you know, within the past four, five years, much more interested in that’s, right? Of course, other other methods of sharing impact at a place like international house way, we’ve been experimenting with some video. I’d like to do mohr video right now, of course. Well, but this is not that i’m not going teo sametz out any donorsearch they’re not going to be interesting. Yeah, it will hurt your i don’t want to hurt your e-giving thank you very much. Ah ah, but no it’s really more. In the last two years ago, some residents actually created their own video just kind of encapsulate there i house experience that we’ve been able to use from youtube. Okay, but i really like to do something probably every year, every two years that maybe some scholarship president’s talking about their experience way have a whole lot of some of the different artists it’s in the leadership programs just so that people can people outside of new york and don’t get to be there really just get to see and even for use at special events where people don’t know what it is we do it’s an easy way to say watch this for two minutes at least you’ll have a flavor for what it is we do the caliber of people that live there and the really impressive people that also have participated in our programs. How many residents are there in a given calendar year? It’s, usually between seven hundred and a thousand oh, my gosh is much bigger than i thought, and seventy percent of the resident population is always international we usually try to keep it to seventy percent international, thirty percent domestic on and they can stay for a short is thirty days and as long as three years. And is there just one location, or do you have multiple residences where? I mean, there are there are multiple international houses were the only one in new york. We’ve been open it. We will be ninety next year. Excellent. Where where is it? In new york, we are all on riverside drive. Almost diagonal from grant’s tomb and next across the park from riverside church. Come in view of the hudson. We have great. Some of some of the residents have amazing views across the river. Some have great views through secure a park and onto riverside church grants tomb s oh, there are it’s a nice views considering where you are and we one of them. Anything one of the many things we’re doing for the residents a za part of our operating support. In addition to found scholarships and fellowships that we provide help them put on programming for the community. We’re usually subsidizing residents by at least twenty five hundred dollars per resident based on what they would be paying to. Have to live in the same area, have the same amenities at their immediate disposal on dh that’s really important to us in addition to providing between four hundred, five hundred thousand dollars a year in scholarship and fellowships, so that it’s easier for them to participate in the community, because that’s there we really believe that they get the most out of their time, thereby being engaged in the community by attending program sam’s, getting to know other people from other parts of the world, because our alumni are always very proud too. Lee, go out and then say, oh, if i find myself in sri lanka, i’ve got five people i know. I find myself in djibouti i know three people i’ve been to srilanka, by the way colombo the capital, your and then i went north into the jungle, and tio advomatic fora long i spent about four foot now better part of a week, five days or so we’ll get more well traveled than i thought so. Let’s let’s, bring it back to dahna returned? Yes. How? How important do you think the annual fund is for us? I’m sorry. I don’t mean the annual fund. I meant the annual report, how important is that? Donor-centric attention, i’m probably going, i’m probably going to i’m going to have to say they’re on some levels very important, but to other people totally inconsequential. I mean to i think for the higher level donors, it’s i think with a higher level donors it’s going to be it’s always going to be of interest, to at least be able to have something tangible and see a while in a meeting. Oh, oh, this is this year. This is last year’s annual report, and this is what? Okay, we meet met thes three these big objectives, here’s, some photos, here’s, the important financials. We added these people to the board and they’re bringing all this extra capacity to what we’re doing. But i think also for the annual fund donor-centric dollars a year, i don’t think they are, in my experience, at least working with them. They seem to be less interested in that it’s much more. Okay, tell me about the residents and what they’re doing and much less of the hard core metrics. Hardcore financials. What what’s really actually happening, but that’s, that is obviously a generalization because we have thousands of dollars. What about the house website, the isles webster terms of not don’t just describe it, but in terms of donorsearch engagement in retention just because we’re recently released a new website unveiled it rather, andre were very intentional about providing and as one specific area where we are sharing quotes from residents. I don’t think we have any video clips up yet, but that’s one of my goals for the next fiscal year that’s really focused about how do your gifts impact this community? And how does it mean so that’s mean for us? I think it’s, i’m hoping for the future going forward. People will be able to go to the website and really get to be able to see very clearly if i give international house one hundred dollars, what am i supporting and to know reasonably ok it’s going to be supporting leadership programs, scholarships, fellowships, outings that we do all over the city and within the region for people to learn more about the city and the u s but also have those opportunities to get to know each other. That noise behind dan is a spinning wheel the booth adjacent. Ours is giving away either caps, t shirts, mugs or a chance to win an ipad, and you spin the wheel for the chance and that’s what you’re hearing. So so yes, we’re not we’re not having a dan does not have any kind of speech impediment have this ability to make a ah native american, i don’t clicking sound while he’s talking and speaking code. There was no code underlying what dan was saying strictly a raffle wheel thank you for that very talented man, but does not do the clicking sounds as he’s yeah, the otherwise i think you work for the national security agency if you were able to. Ok, i’ll take it all right, let’s say, well, let’s dahna retention let’s leave listeners with one mohr one more. One more thing they have advice for small and midsize shops, you know, not alumni related like international house, i would say be sure that you are tracking when you send out whatever sort of fund-raising appeals you’re sending out, whether they’re direct mail, email, web based, make sure you’re tracking who they came from what’s kind of the tone that you’re taking, whether you’re talking specifically about impact, or just really, about good works. And then kind of the basic metrics of response rates. So you, khun, be able to compare over maybe two to three years to say, okay, what do more are more donors responding to a message from a trustee? Are more donors responding? The message from the president of the board? Someone who’s actually benefited from our programs, and if we’re talking specifically about impact, do a certain kind of donorsearch sponsor that one, and because all of this information really will help you better cater your message to the various constituencies that you have, but if you know certain donors on a regular appeal will give you fifty dollars. But when you talk specifically about you provide a clear picture of one resident, one person who has benefitted from your cause, they are, they’ll go from fifty to one hundred dollars, then, you know you need to keep sending them impact pieces and not just generic asked pieces so that’s that that’s an easy ruling road we can and we can explore that a little bit more. We got a couple minutes basically talking about testing. Yes, right. So it’s a little more about how you how you conduct your test for me, it’s thus far, it’s really been been able to look back at i think i usually go at least four or five years back to say ok, which appeals? What was really the response rate? Let’s. See how many people were we mailing to? What did that mean? And then say how much money was raised? Obviously, every donor average gift bob, her donor on dh then kind of try to figure out, even though it is. Every appeal is always different. You can it’s hard to pin the differences on any one thing. But if you’re seeing a trend that people are responding mohr two appeals from trust members of the board of trustees. Theun. Then you know, that’s that obviously needs to be something you’re focused more on. But you have to set up a method of tracking these things. Well, yes, i mean, for me, i do something. I keep it very basic. Usually reckon all in excel brothers, the response rates, the author’s kind of the tone way have what other variables? D’oh, d’oh control for still average average. Give her donor the number of donors that actually responded the number of gifts just so that, you know, just it’s much more about having for me having as much information as possible because you could even see in the economic downturn. Yes, while we may not have received as many gifts, the percentage is still stayed reasonably around. What are averages have been okay, so it wasn’t. It was an opportunity to say yes, our totals are down like everyone else is in america, but people are still giving at or above the usual rate, so we really don’t have it. It’s not like we not like we lost fifteen percent of our donor base just because the economy was a mess. And then this way you also have this data that you can go to your supervisors with you’re bored with to justify perhaps increases. Yeah, in spending in certain ways by saying, you know, we’ve got the evidence that more money spent here is very, very likely to have more money bear more. Yeah, exactly. All right. We’re going to get their damned like, well, that sounds good to me. I appreciate the opportunity to be with you and get to your listeners to my pleasure. We’re connected in lots. Of different ways on the social networks. Oh, yes. Ok, it’s, good to see you in person. Blakemore’s. The thank you is the assistant director of development for individual giving at international house in new york city and we’re in new york city with live coverage of fund-raising day two thousand thirteen. Thank you very much for being with us. My thanks to dan blakemore, little quick live listener love before we take a break guangzhou, china, shanghai as well. Ni hao it’s francisco imbriano zara is francisco. Thank you for that tweet. Got you. Ah, we gotta try to we got to get the alejandro. Where is she? Leesburg, florida live listener love to florida as well. And newport, north carolina. We take a break. Go away for a couple of seconds and when we come back tony’s take two and then scott koegler on tablet aps. Stay with me. You didn’t think that shooting getting thinking e-giving you’re listening to the talking alternate network duitz waiting to get a beating. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural 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. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Durney can burger of charity navigator. And you’re listening into tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Dahna welcome back, i want to get ken berger back on the show because he along with two other ceos from guide star and the better business bureau wise giving alliance are the three people who signed the, um, the overhead myth letter and i’d like to get all three of them on. Ken is in cannes said he’ll do it. I want to get try to get all three of them to talk about that overhead myth letter tony steak to my block this week is die without a will and reduce your state’s deficit. A man from new york city died with a forty million dollar estate he was ninety seven years old didn’t have a will and has no family that has been found, and that combination means that his forty million dollars will be paid to the state of new york. I think that’s quite unfortunate lots of charitable good could’ve been done with that or a portion of the estate just very unfortunate that someone would be ninety seven and not have a will on, according to the new york times coverage which i have linked in my blogged he was about to, but his his accountant, i think or his attorney was was on vacation. And when that person came back, he was finally going to do is will but ninety seven is a long, long time to wait to do well. There’s a possible planned e-giving lesson in there. Maybe you can use some this or something like it for, you know don’t let this happen to you. And the story is more fleshed out on my blogged at tony martignetti dot com the post is die without a will and reduce your state’s deafness. Buy-in that is tony’s take two for friday, the fifth of july twenty seventh show of the year and show number one hundred and forty nine. Next week is the sesquicentennial but it’s going to be low key? Just a, uh, just a regular show. Not a dull show. Just a loki show. Not celebratory, necessarily. I mean, i’ll mention it, but that could be a big celebration. All right, that’s enough on what what’s planned. Scott koegler, are you there? I am here, tony. And you know what? I just heard that my great grandfather just died somewhere up there. And i think that i haven’t been in contact with him for a long time. Well, that and have to be on your mother’s side because his last name was bluhm. Okay, well, it was definitely on my mother. It was anybody’s side. Okay, well, congratulations, scott. Koegler, of course, the editor of non-profit technology news. Which you’ll find at n p tech news dot com and on twitter, you can follow scott he’s at scott koegler konigstein our and our regular tech contributor welcome back, scott. Thank you, tony. Good to be here again, like been forever. I think it has been we might have missed a month for some reason. I’m not sure why, but there has been a while, but you’re back and we’re planned for many months into the future. Oh, good. Yes. Let’s talk about tablets. What? Who? The ipad ipad dominates the tablet market. Isn’t that true? Um, well, it dominates in terms of maybe maybe numbers. I’m not really sure the of the domination at this point because the there’s so many versions of android, you know, because it’s a free operating system right now also, lots of tablet makers are able to do lots of things with it, and certainly the tablets have kind of taken over the world. I have a couple of i mean, between my wife and i, we have to wait for, well, almost anything that we you don’t need a keyboard for, you know? So they’re definitely all over and there’s the there’s, the microsoft surface, of course android also, um, this is their surface android. I know this microsoft windows eight be windows that’s, right? Of course would be window. Yeah, yeah, see, that’s, why that’s why i need you on more often, you know, of course, that would not be android that would not be the google offering that would be windows. But i know microsoft is in the is in that business and which is not that common. They don’t produce much hardware right then. And just as a kind of interesting point there. Did you know that the microsoft surface, not necessarily the tablet, but the surface was the very first kind of a tablet ish kind of thing was a table with multi touch technology that could actually recognize objects that was placed on it. And that was the very first generation of that kind of technology and wasn’t that long ago. Interesting. So it knew whether you had a a stein of beer or a cup of coffee, is that what you mean? It could do that? One of the things that they did that was very interesting was you could take a digital camera and just lay it on the on the surface and it would extract the images and display them across the table. And then you could kind of manipulate them around the table. Pretty interesting. Okay, i probably couldn’t distinguish between like, if you had a glass of sauvignon blanc and a glass of chardonnay. You probably wouldn’t know the difference between those, though. Well, there’s an app for that it’s called someone a app. Oh, yeah, you were wind. You are a your wine aficionado final? Yes, way. We’re talking about that. We’ve talked about that a long time ago on dh. Speaking of fine wines, we have we have someone listening from marseilles. Marseilles, marseilles? Yeah, sure. Yes. Welcome. I hope you come back marseille, but all right. But this is an app for that. But let’s, talk about tablet aps on mostly for fund-raising. You have some? You have some ideas there. Are and i think that there’s i think it really kind of those two directions here. One is tablets for just as an alternative to what you do in the office, you know, makes it, if you out about you want to have your tablet and you, khun really manage your basic activities, just threw a browser. So those are really aps, but it is a way to use it. But from what i can tell most, uh, up and coming used for tablets is in events. Okay, that makes sense, right? Because you can have multiple people of your multiple staff members at events with tablets, they can all be accessing the same applications or different applications, depending on what their jobs are so they could be walking around. Um, managing the the auction, the silent auction or the real option, they can be signing up people for their for their newsletter for their email. They can be doing interviews, you know, videos with the with the tablet and post them in real time onto social media or hang on to them for editing later. So you lot lots and lots of applications that may or may not require specific aps, you know, for fund-raising or her non-profits i like the tablet itself is certainly becoming a big deal. I like the idea of having people roving around. I mean, especially shooting video, it could be the shooting like testimonial videos that could be selling some things, or maybe even accepting donations because you can put a simple card reader, plug a simple card reader in and do cash transactions, right? Right on the spot, right? And i think that’s one of the easiest to get hold of is the taking donations, you know? You’re right either, at the point of the reason that the people showed up that’s for a lot of non-profits know, the event is the thing, right? I mean, that’s that’s, how they get a lot of their activity. Right? So having the tablet with, um ah, and the ability, tio, physical hit people up right there. Not just say yes, i will. I will be a sponsor. I will donate. Okay. Let’s, do it. Yeah. It’s, the old, you know, take out the check book except there’s. No checkbook, right? Yeah. It’s. That is in some constituencies that that may work the on the spot donation. So you have some have some sites for us. Some resources i do, and i were just talking about the ability to take donations on the spot, and they’re they’re three that i that i know of. I think there are many more. Obviously, they’re square, which is the ubiquitous little thing, that little square block that you stick into the earphone jack, um, and squares is one again the most widely known, probably okay, and that’s, the card reader. You slide it, use that card, were used to get into your phone, jack, but it’s, a card reader, and there are there three other card leaders that i’ll just mention, because everybody pretty much knows square there’s, one from paypal. And everybody knows paper may not have known that they also had a card reader. So paypal is great for donations because a lot of people have paypal accounts and they can donate from there that’s one of those abs? Well, we’re really well on the tablet, and then you can get the papal card reader. Teo, go directly to paper. There’s one called blue pay blu e p a y dot com that is another ah swipe leader for your tablet and then there’s into it into it, you know, the famous company for quickbooks and quicken in those things. Yes. So they also have away and i haven’t looked at it, but i have to believe that that card reader most likely interfaces directly with they’re they’re probably, um, with their application, you know? So if you swipe, it goes right into your accounting so that for an organization that already uses quickbooks or quicken, that might be a really good option right here. Ok. All right. So those are all the cash transaction ones. And i’ve even done this. I’ve bought books at aa book signing. And you you sign your name right on the on the line using your finger. Right? Right? Yep. Just draw your name, right? Yep. Well, i i’m accustomed to signing with a crayon. I had to make the transition to my fingertips, but i was able to manage wei have just about a minute before break aside from card readers and cash transactions. What, what what else have you got for us? Um, there’s one suggestion, and that is be sure that whatever applications that makes sense also integrate directly with your social media, facebook, twitter and google. Plus, whatever else you may be using two, but we can talk about a couple of things that do that so that you’re not doing double entry and double posting it disclosed immediately in to your social media, from whatever else you’re doing. Yes, you’ve got some apse that work within facebook very well. And when we come back in a couple of moments, we will talk about them. Hope everybody stays with us. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent even more live listener love, it’s, amazing stockton, california always appreciate the golden state checking in sucked in in the oakland san francisco area west east of there, of course, but stockton live. Listen love to you. Lots of people in seoul, south korea. Welcome south korea. Of course. Anya haserot up at quarter to two in the morning listening in seoul. Thank you. And many of you as well should jury japan konichiwa. And from south carolina. Scott koegler you’re in me. You’re in south carolina, right? Scott, i have that i am a doctor. Alana. Tony. Okay. What town? Where you were you calling in from my town is named traveller’s rest traveller’s rest. Oh, yeah, we’ve talked about that. Sounds like an insane asylum. Ah, sunday or a nursing home. Okay. Shoretz, i’m sure it’s. Very lovely. I’m sorry. I’m well, yeah, they called it traveller’s rest. I mean, they have to expect some some comments about that. Uh, one thing about it is there is only one in the country. Is that right? Okay. Okay. There’s. Only one new york city, too. That’s. True. What do you have for us that does? Fund-raising and works inside facebook? Um, there are a couple of them one that i’ve seen is called fund raiser that’s fun are ese, are if you just go on the facebook into search for you’ll find it it’s uh, it’s, an app that is actually within facebook and, of course, then facebook works on tablets pretty well. So it’s really not a nap. It’s really a facebook application, but, you know, since a lot of fund-raising and social activity goes on in facebook that it’s really a kind of a natural for for any kind of a non-profit trying teo integrate all the pieces together, okay? That’s yeah, they’re they’re also at ah, fundraiser, as scott said, r a z e r dot com i mean, as you said, scott yes, fundraiser don’t count as well. What do you what is it? What you like? You’re okay? So you like their social media integration? Any any fees around? Fundraiser? Do you know? Um, you know what? I’m not sure about feeds? I don’t i don’t believe there are. I’m not sure how the what their business, um, plan is in terms. Of back-up you know, making yeah, how they were living. Okay, okay, well, listeners can look att fundraiser inside facebook. What else is going on in facebook? Um well, there’s, a couple of there’s one called causes spelled just like you think it would be. I’m really less familiar with that even less familiar than i am with fundraiser, but i know that causes is one of those applications have been brought to my attention and it’s big, i mean, it’s got looks like almost nine million likes and so that’s much larger than fund-raising, which actually was only about ten, ten thousand, i think so. No ten thousand what? And ten thousand users, users okay, okay. Causes and causes was founded by a couple of friends of the facebook founder mark zuckerberg. I saw one was his former roommate from harvard and one was a former president of facebook, so they’ve got some ins face-to-face they’ve got a pretty high, high connection att facebook okay, causes anything else going on in inside facebook? Well, it’s probably a lot, but those are the only ones that i really know about, okay? I also found a site called inside facebook dot com, which has a bunch of different sites that that use well, operate within facebook, so obviously use, use that social media tool in conjunction with fund-raising and and other things well, inside facebook dot com. Okay, what else you got? Scott and there’s, one application that actually is a nap for for tablets, actually, little workout smartphones as well, but it works on tablets and that’s called razz mobile that’s r a z mobile dot com and on, you know, it’s one of those things. That’s. Uh, it does cost, although i let me see if i know how much it costs. But it is. It is one of those applications you could walk around with and use in an event you can also integrated into other applications. Facebook, twitter, whatever, whatever else you like, it allows you to basically running your you’re non-profit. I would say it could take a place of a blogged. For instance. Whatever you do on there can be posted as news. You can post it out to your social media. Uh, you’re gonna have your videos to it. All those kind of things plus believe it has a donor management function with it. Yep, it does. So you, khun making appeal, take a poll and ask people to donate when they don’t get it on their tablet or on their smartphone. They can interact directly with it by making donations right there. Okay, so it’s sort of a network unto itself? Yes. Yes. It’s. Uh, well, you know, it’s a cloud based application. So anything that you do connects with everything else. Okay, i did get a question from twitter from live listener. Lynette. Lynette, welcome to the show. Glad you listening. Um, she asked a question going back to the card readers. Scott today, do they allow you to capture the cardholders? Information for non-profits it would be helpful for follow-up communications. Do you know if if you can capture other like, contact info? Uh, that i don’t. I would expect that on the face of it. They probably do not because there’s there’s gotta be some privacy implications there, for instance, is definitely not going to it will capture the information from the swipe it will not save that much i know, and i would think that if you’re using the one that integrates with quicken there’s probably window that pops up, that allows you to, um, to capture additional information, although i’ve never used that, so i really can’t bounce for, but knowing how quick and works a, i would think that that’s probably one of those we’ll be there, okay? Lynette says that she likes the idea of using tablets and card readers for on site donations, but wants to be able to continue the conversation beyond just a donation. I guess in that case, if you’re not able to capture it through the transaction app, you no, get the get the person’s business card, and i always like to make notes on cards after him away from the person. So, you know, for that i would probably put, you know, donation or a dollar sign or something on the card just to remind me that it’s somebody who made a donation and that’s and that’s why i want to follow-up that’s a very you know, old world. Jeez, we’ve been exchanging business cards for for generations. I wish i had something more high tech for you, lynette, but i would say grab the person’s business card if you can’t get it inside the app, well, i can offer one thing on their you’re probably familiar with what evernote and have i ever knowed is a is one of those krauz based applications that will even capture almost anything in every note. But they have an app that you can install that connects with evernote, and i think it’s called people. And so what that allows you to do is bring up every note on your tablet, snap a picture of the person and then put in their contact information right there, so that actually would be a really good application for that. And then ever note, um, i will go into the description of every note because it will do so many, many things, but basically it’s a big storage cabinet for anything we want toe record. Okay, cool there’s a record that as proud of you are part of your event. You can then connect that into your your fund-raising applications as well. All right, lynette, thank you for for that message. That was a direct message from lynette, but of course you can always use hashtag non-profit radio if you want. Teo, connect with us and join the conversation on twitter. Scott, we only have about thirty seconds left. Regrettably went quick. What’s right what’s one more site that that you want to expose people to, uh, here’s one if you don’t, if you can’t find the after what you want and you want something specific, try i not for-profit i not-for-profits dot com. You could make your honor grayce non-profits okay. There you go. We you and i know that you and i have talked about creating your own app. Of course. You gotta make sure it’s, widely known after it’s created otherwise. Nobody’s gonna know that’s if you want to sell it, this would be just for your own use for your own. Whatever application you want to do for non-profit. So this is not a commercial thing that you’ll sell this just something you i got you using internally. Excellent. All right, scott. Thank you very much. Excellent. Scott koegler, editor of non-profit technology news at n p tech news. Dot com, and on twitter he’s at scott koegler. Good to talk to you. Thanks very much, scott. Take your time, lynette live listener lynette, thank you very much for your question and uh and you’re welcome live listeners everywhere over all over the world from new york, new york too where’s, the further star shoe jiri, japan welcome s so happy to have somebody live listeners today next week, beth cantor, author of the network to non-profit and measuring the network to non-profit will we’ll run that interview from fund-raising day next week? And maria semple is back she’s, our prospect contributor and the prospect finder google alerts may be going goodbye maria’s got alternatives for you and of course, next week the sesquicentennial but a low key sesquicentennial. Have you liked our facebook page? 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This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communication duitz if you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective be happier and make more money. Improving communications. That’s. The answer. Talking.

Nonprofit Radio, February 22, 2013: Donor Retention & More Maria Sites

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Jay Love
Jay Love
Jay Love: Donor Retention

Jay Love is CEO of Bloomerang. We’ll talk about holding on to the donors you’ve got, because it’s much cheaper and easier to keep a donor than to replace one. He’s got strategies to help you.

 

 

Maria Semple
Maria Semple: More Maria Sites

Maria Semple, our prospect research contributor and The Prospect Finder, keeps up her reputation as doyenne of dirt cheap and free. This month she’ll review DonorSearch and ListSelect.

 
 


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

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

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No. Hello and welcome to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio i’m your aptly named host it’s february twenty second. Oh, i very much hope that you were with me last week. I’d be aghast to hear that you had missed some raise money while some raise hell. I talked about women in philanthropy, with marshals to panic. She was founding editor in chief of contribute magazine and is the new media adviser to the new york university heimans center for philanthropy. We talked about limbaugh and koman leadership roles, traditional giving and how women organized themselves also, pinterest and slideshare amy sample ward returned she’s, our social media contributor and membership director of the non-profit technology network, and ten she shared how small and midsize non-profits khun reap definite value from these lesser known social sites. This week dahna retention j love is ceo of bloomerang we’ll talk about holding on to donors you’ve got because it’s much cheaper and easier to keep a donor than to replace one j has strategies for you. Also more maria sites maria simple, our prospect research contributor and the prospect finder keeps up her reputation. As doi n of dirt cheap and free this munch this month, she’ll review donorsearch and list select between the guests on tony’s take two the irs publishes a list of charities that have lost tax exempt status each month, and in march, that list will be longer than it has been other months, and i’ll explain now i’m very pleased to welcome j love he’s, the ceo and co founder of bloomerang and senior vice president of avectra both companies serve the non-profit sector only with tools for fund-raising and communications. He was senior vice president of the arts and culture division at blackbaud. Before that, he was ceo and co founder of e tapestry jay’s, a member of the national board of the association of fund-raising professionals. And i’m very glad that his work brings him to the show. J love, welcome hey, thank you very much, tony it’s, good to be here this morning. It’s a pleasure to have you dahna retention. Jay, why is this important? Well, because it’s it’s continued to fall. The main source of the data that i’ve been referring to so often in the last year has been from the fund-raising effectiveness. Project, otherwise known as f d p that was a combined effort of the urban institute and the association of fund-raising professionals, and they’ve been doing this for the last five or six years and it’s the first time that data of this nature has come directly from the donor databases, so that they’re the charities that have the software that’s in used by the various vendors there now sharing the summary data and being able to tell from that summary data exactly what’s happening and retention of donors from one year to the next. And what it’s quite scary, and that that retention rate has dropped from the low fifties now to forty one percent in the most recent survey. Has it been dropping consistently through the five or six years that you’ve had this pair with a year or two that had held pretty steady? But overall, it’s dropped about ten or eleven percent since the time that the study has been an active let’s just reassure any charities that might be using software. You would certainly know if your data was going to be included, right? And it would have been anonymous ized and aggregated absolutely ill. It is summary, data and it’s part of the licensing with the vendors the very nice part about that is not only does it provide information that people can use, but many of the software vendors are allowing you to compare your results to the aggregate results. So you have a very good idea of how you’re comparing against the national average and like i said, let’s hope that your individual charity is doing better than losing six out of every ten donors from one year to the next because, you know, losing nearly sixty percent is a pretty scary proposition. It means that you have to be on a constant treadmill, bringing in a brand new first year donors and the retention rate for the first year donors is even worse in most cases that’s down in the twenties or thirties as far as three tension for those individuals and the next thing i was going to ask, what you just aren’t used answered it so thie retention rates are falling, which means attrition rates are rising and we’re now at fifty nine percent. We’re now fifty nine percent in the most recent study there and like i said it’s a trend we’ve got to turn around because, as we all know, just like the commercial world, existing customers or existing donors in this case are much easier to keep than bringing in brand new ones because the retention rate is at least a little bit hyre for those folks that have already been with you, do we know about how much this costs, how much it costs to acquire a new donor versus those organizations? Do you know that most people know that the cost to acquire a new donor is usually more than the money is received from that donor in the first year? You don’t get tau ah break even status until the second year in most cases and of course, there’s considerable time involved acquiring new donors versus thanking and keeping retaining existing donors. Yeah, and and there’s some basic things, tony, that people can dio, you know, one of things that we tried, teo, allow software packages to help people to realise is if a brand new donors in and it happens to be above the average doner level that you have, that might be a situation instead of sending out that tired old thank you letter that you might want to pick up the phone and call that person and thank them directly and get to know them a little bit, or try to set up that face to face meeting or get them to come take it to review facility or something, because if there’s a telephone contact the retention rate, doubles or triples and we’re going to get to a bunch of those factors that we know influence, retention. But jay, you’re your background is technology tapestry blackbaud now bloomerang and avectra is this strictly a technology problem or there’s a there’s a big donor? I mean, sorry, there’s a big personal factor to these to these relationships as well, very much so i don’t a relationship there is no different than any sort of a personal relationship, a friendship, and i know in some large organizations there those donors are people that you’re only meet via electronic communications or written communications in some way, shape or form. But even that, as we all know, if you had a pen pal, back when you were in high school, there were ways of building that relationship and taking it to the next. Level, even if it was only through written communications so that you can, you know, have that person on the other end of the receiving and feel like they’re more than just a specific there. There there actually are a person that’s connected to your organization into your mission and their money’s air going tio achieve something different than what they could’t someplace else with those dollars. But as well, technology has a role too. Oh, very much so it’s. Like so many things in life just being able to know what your retention rate iss tends to improve it. You know, i think of the old andrew carnegie story of going into one of this steel mill plants and asking the worker on the line how many of that particular widget or whatever that they made for the day and he took a piece of chalk and wrote it down on the floor and said, you know, twenty one and that was how money this guy did. A shift with the afternoon shift came in it too. Well, what’s that number on the floor, they so well, the big guy was here and they wrote down what they did. Well, that shift, they cross it off, and instead of twenty one, there was twenty five and this went on for weeks, until it was up over fifty, uh, to do that, and it was all because someone was noticing and actually saying, this is the number that we’re shooting for, that we’re trying to surpass, and then not long after that carnegie ah, lock down the steel mill on dh kept all the workers out, but that’s a different story, isn’t it that i was kind of humility at least started a foundation, right? Yes, he didn’t gave lot libraries and pools and lots of public spaces in the in the pittsburgh area, but it was a bit of a baronet. I want that to be any sort of ah, witness are a praise for their for his business practices. I heard quite cruel things came out of that i went to i went to carnegie mellon university, so i’ve heard those stories oh, very much so that haven’t. Yes, all right, so this is quite startling mean, we’re on ly retaining let’s round use round Numbers 16:40 were only retaining forty percent of our donors you’re get, i’m sure, you’re comfortable with the representativeness of the sample that this data is from, you know, just to give you a bit of an idea that this is based upon data coming for about thirty, two hundred charities that in the most recent time period raised just over two billion dollars and fund-raising dollars so it’s, you know, it’s it’s, a small percentage of the total of fund-raising world, but it is a very statistically relevant sample that’s being taken from that group. Now this is primarily focused, i think, what makes gives us so many legs, too it’s primarily focused on the small and medium sized non-profit there’s a few larger ones in there, but the vast majority of the non-profits that are in this represented sample are raising less than ten million dollars per year and most of our below five million. Okay, well and that’s the audience for this show, small and midsize charities jay, we’re going to take a break, and when we come back, you and i will talk a lot about some these factors that we know influence, retention and what charity’s khun due to increase their retention rate and i know you’ll stay. With us j and i hope everybody else does, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. J love is ceo and co founder of bloomerang and we’re talking about donorsearch retention this segment, j we know that there are a bunch of factors that either positively or negatively impact retention and there’s a lot of lessons that i think donors khun takeaway, i’m sorry charities khun takeaway from these factors, why don’t we? Why don’t we get started with actually some of them know that that, um charities don’t have a direct influence over, like, like the person’s giving, all right on recency. You know, i can’t break these factors into three categories, tony one based upon financial one based upon activities, and then a third one based upon communications. Okay. And if we take a look at the first one there, as you were alluding to is the financial aspect of it, there are certain things that you can tell that are moving that engagement level or that engagement needle up or down such things is have they made a donation in the last twelve months? Was that donation higher or lower than their previous wanted? They upgraded today downgrade did they make? Multiple donations did they did they support multiple causes or multiple funds within your organization so that they’re, you know, involved in in different ways? Are they doing something in the way of pledging or in a recurring gift mode? We know that someone that has signed a pledge card or that’s giving in a pledging our recurring basis, it’s much more likely to be retained from year to year to year than someone that is not did they come in knowing that they were giving to organization rather than supporting a runner in a race or something of that nature? Some those air, all factors that i think from the financial standpoint can move that needle upper down accordingly. Okay, now charities can have an influence and some of these for instance, you you mentioned earlier if, uh, if an office sees that a new donors gift is above the average, they should you’re suggesting reply with an above average acknowledgement and thank you exactly, you know, do something outside of the ordinary whether it’s pick up the phone, calling them, trying to get a meeting, or maybe a hand written note or a handwritten t s several of the boards that i serve on the first part of the board meeting that we do, each one of us writes out ten handwritten notes during the course of the board meeting to a donor that’s an above average first time donor-centric come in and take a tour of the facility, and you’re doing that in every board meeting you take time begin before every boy, every single board meeting there’s the i’m on the board of the local food bank here in indiana, on the larger food banks, and we have a, you know, sixty eight board meetings a year, and that is part of every board meeting i don’t suppose you’re in bloomington, indiana, with the company named bloomerang are you? Well, we’re actually in indianapolis, indiana way should meet sometime because i’m in indiana very often. Oh, wow, i didn’t realize that’s indianapolis in in carmel, i’m there there quite often. Um, good. So there are other things now you mentioned recurring donations that’s a very positive factor and you’re more likely to retain that donor than then someone who doesn’t do a recurring donation. So how can a charity go out of its way, then to think that recurring versus non recurring donor? Well, i don’t think it’s much as much thanking them in that situation, tony, is it isthe trying to see if you can talk somebody or ah, have them be interested in doing a recurring gift or pledge, letting them know that at the time of making their transaction would be nice to be able to support that critical part of our mission on ongoing time periods, so that if you set that up to do that it’s much more, ah, widely used around the rest the world in the united states, of being able to automatically deduct from a checking account or from a savings account, or even a credit card on a recurring basis. So instead of making let’s, say, a one time gift of, uh, two hundred forty dollars, maybe having twenty dollars, per month taken out with no stop date there, that becomes a way of really having long term retention for that individual, so that may be worth looking into for charities that are not offering that. And if you if you want a lot more information on that. My other podcast, which is for the chronicle of philanthropy fund-raising fundamentals look back in the archive of that, you’ll find it on the final on itunes. You also find it on the chronicle of philanthropy website, and i had a guest there named mark, and they are see help ert h e l p arty, and he was an expert in e commerce and talked about online giving and recurring giving and how to set that up so you might look back at that fund-raising fundamentals podcast if you want more detail on how to inaugurate a recurring giving program the way the way j love is explaining, would you like to look at a couple of the other factors here? The activities in the communication once tony well, give me a chance now, jay, don’t don’t take over the show, we’re going to get there, you know the answer, it’s just for that know the answers a quick no, you’re you’re off, we’re i’m goingto have eleven minutes of dead air time now. I had planned to be with you, but i’m voting you off now. Of course. Yes, of course we’re going to talk about activities and communications. All right. What do you have? Under what? Do you have under activities? Well, let’s think about all the different activities that you can track that would be involved with especially and you mentioned with some of your previous broadcast some of the social media, but whether or not someone attends an event or whether they attend multiple events, have they taken a tour of the facility? Uh, those were times of thanks that that happened, but the one night that i think really growing in popularity is all the activities that surround the social media have they posted on your facebook wall, they become a friend? Do they say something about your non-profit with a particular hashtag and a tweet or on facebook or in a linkedin profile for that? Are they? Are they active in some way of promoting your non-profit to do that? And i often think about in the days before their non-profits new tohave like facebook pages and stuff like that, we’re, uh, a very active volunteer. I think it was the american cancer site or something like that turn around found out that there was somebody that already had twenty thousand, you know, people following them are liking them and facebook and they were able to help them bring that facebook page over to there usage. But all those factors, if you can follow those and there’s ways of very easily electronically doing that technology has taken us to a whole new levels where you can be aware of those factors. And it can actually become part of your sierra mere database, knowing that someone has said something about you and giving that a particular value and their engagement level. Now, see, r e m. Of course. We have talked about this on the show, but i want to caution you about george in jail, which i have on the show. See? R e m. I just explained cr m in case listeners may not know. Okay. That’s, constituent relationship management durney aram it’s it’s. A fancy name for a donor database. Okay. And we have had guests on talking about c r m but i like to keep listeners on keep everybody on the same on the same foundation. Um, i think the key difference being instead of just being in a database of pure donors and maybe prospective donors it’s everybody that the non-profit touch is in some way shape. Or form so maybe people that are affected by its mission. It maybe vendors it, maybe suppliers so it’s every single communication interaction that’s taking place indeed. And we have talked about that and some of the platforms that support it on the show. Let’s, let’s focus on some of the things that charity’s can have. The most direct impact on you mentioned earlier tour of the facility, and encouraging donors to do that if they’re especially if they happen to be an above average doner first time, but that’s something that and it’s also a positive when you get the person to do the tour, then that’s a positive attention factor that’s something that a charity khun directly have impact on by extending invitations exactly a standing invitation, but just thinking about what their communications are. Some donors have never heard from their charity except in the form of another request for a donation. It’s always someone reaching out with a hand versus sharing information. So think about it. Perhaps you could set up a communication schedule and actually get back to the person and say, this is how we’re doing. We’re tracking ourselves, and this is how well we’re achieving our mission. And one that’s that’s absolutely magical that i just wish everybody would do is just telling every donor but their money’s air doing what if you can specifically say that those dollars went to this particular activity or this particular fund? And this is what it’s doing? And even if it goes into a general fund, you can just say these air what your money’s are achieving force and just share that information without asking for another donation. People tend to feel very appreciated for that being the case. And and i guess a lot of my experience has come over the years, tony, of becoming much more of a donor myself. And then i used to run an interesting experiment adi tapestry and bloomerang, where i would ask the new employees to take fifty dollars, that we would provide him fifty dollars, and say go out and make five or ten donations to five or ten different charities, and come back to me in three months and let me know who build a relationship with you and who did not. Excellent att those low levels. And what what did you find? Oh, uh, it was there were some absolutely marquis organizations that my employees would stumble upon that even for a five dollar gift, right, they would build a relationship. And what was ironic? Some of my employees are still lifelong donors to those organizations after making that small gift that was given to them to make on behalf of the company. That’s terrific that’s great! Listen, yeah, i just it was remarkable how you do it and i told him to try to mix. I said pick between a few national organisations and a few local organizations just to see what’s going on there because i honestly believe any small non-profit i know a lot of your listeners are in that category, tony. All they have to do is try that express themselves, take one hundred dollars and go make ten, ten dollar gifts or twenty five dollar gift to some national organizations and then just copy what those groups are doing. Find out which ones make them feel the best, and start building that into their own processes that they’re doing it. The local charity. Excellent, that za terrific suggestion in a great use, i think of one hundred dollars you khun khun! Survey, i think survey twenty charities for one hundred bucks, right? I mean, you get to do your own little, many mba, your research project for one hundred or two hundred dollars, and because you get to see every type of communication and i would mail some in, and i would do some electronically and see what the difference is listeners may want teo, listen back to some of the three, four months siri’s that i had with amy sample ward are regular social media contributor about riel engagement using the online networks because a lot of what jay talked about posting on the facebook wall replying to a tweet, etcetera, there’s, their real engagement strategies. And amy and i talked about that over four months of her being on once a month. How to really engage through the through the the social media sites. There’s also things just that people can report to the charity like if they if they keep their communication preferences current exactly things like that in the communication area, if you are able to. If your email system and your communication system is tied into your database, you can check real quickly. Does someone open? My e mails i sent to them are they clicking through to a link senate to read further on the stories? Ah, very important one are they forwarding it on to other people? And, you know, are they lying that you can get all that reported back to you? And it could be part of the data base that you can see, and then you hit upon a real important one there? If someone has taken the time to let you know that their address has changed, either their electronic email address or their mailing address has changed. Boy that’s a very special person you want to put a big red gold star something on that? Because that person, if they’ve taken the time to let you know that their address has changed is is probably four to five times more likely to become a major donor or a legacy donor to your organization in the long run, because they care that’s, they’ve done far out of the ordinary what anybody else would dio that’s so interesting because it’s it’s purely ministerial, they filled out a reply card with an updated phone number or address or email address. What can a charity? Do i mean, should there be a thanks for keeping current with us? I mean, because typically now i think the most charities doing nothing, that it goes to the database administrator, the donor services team, the database gets updated and then that’s it. What could we be doing? So i think that record person gave mark that this is someone who took the time out of the ordinary to do that, and that should be made to the attention of either a gift officer or fund-raising person or a plan giving person so that they can reach out and just try to get to know that person. Because if you combine the two, if that’s someone that’s been eh, multiyear donor, even at a small level, and has let you know that ah, and many of you out there i know have read the book the millionaire next door. That may be a good chance that that person falls into that category and could be a very, very substantial legacy donorsearch sometime down the road for your organization here we have just a few minutes left. Let’s talk about your the communications factors that we’re aware of. That we that we haven’t talked about yet, what are some of those that possibly a little bit of the people that have, you know, that opened up your emails and different things of that nature? Another big communication factor is if you can find out who has visited your website and who has downloaded information, i think every non-profit website should give people reasons to come back. That means that there’s got to be new content on there. Ah, and that could be something as simple as block post from the executive director or from other people within the organization are case studies or case histories, but i always love if you make available documents to download. This is this is a document that tells you about our mission that tells you about our performance metrics, what we’ve been able to do to achieve our mission. If there are pds and different types of documents in background information, annual reports, quarterly reports thinks that nature people love that, download them and look at them, particularly folks, that aaron, that the higher level of donors categories to do that, so being able to track those communication activities and then being wired into your front desk or your receptionist, anybody that calls your organization that should always be marked in the database to know that this person has reached out and actually dialed our organization, whether was asking for information or giving us information or something of that nature, those are people that are communicating with you and that’s half the battle. Yes, these air excellent on dh, very simple strategies. Really j we have just about a minute left. I have to ask you, what is it you love about the work that you’re doing, being able to help all size non-profits do their job better because if you could, i’d have hanging on my wall, something that my daughter created for me when she was in the elementary school saying that my dad works helping further missions of non-profits and i still have that hanging in my wall today, and it will always be part of my life, i think. J, thank you very much for being a guest. You’re welcome. Thank you, tony. My pleasure. J love is ceo and co founder of bloomerang, which you’ll find at bloomerang dot co real pleasure. Thank you very much, jay. Thank you very much money. But when we return, it’s tony’s, take two and then maria simple mohr, maria sites. Stay with me, e-giving. Anything tooting, getting ding, ding, ding, ding. You’re listening to the talking alternative network. Get in. Cubine are you suffering from aches and pains? Has traditional medicine let you down? 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Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m janna agger’s, senior vice president, products and marketing from blackbaud. Yeah, hi there, it’s time for tony’s take due at roughly thirty two minutes into the hour. I wish i could send live listener love today, but we’re pre recorded, so i cannot do that. I know you’re out there live listeners and i do love you, but i just don’t know where exactly you are this week. My block this week is expect expanded i arrest revocation list in march. Since june two thousand eleven, the irs has released a monthly list of charities whose tax exempt status has been revoked because they didn’t file the annual form nine, ninety or one of its cousins next month’s list march will be larger than usual because the irs is changing the admission standard for getting on the list. It’s not it’s, not like college. This is it’s getting easier to get onto this list not like colleges. Starting next month. Charities, they’re going to get a one month notice that they’re facing revocation and up until now you didn’t get on the list until you were already had been revoked for six months, so you can see next month is going to be a seven month catch up all this. All the ones that are leading up to six months, plus the ones that are one month away from revocation and there’s a lot more information about that on my blogged, including a link to get your tax exempt status reinstated. If you happen to be unfortunate enough to be on this revocation list, my blog’s is that tony martignetti dot com and that is tony’s take two for friday, february twenty second, the eighth show of the year. You know maria simple she’s, a prospect, find her she’s, a regular prospect research contributor she’s our doi n of dirt cheap and free resource is 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 exclamation mark and you can follow maria on twitter at maria simple fremery a simple welcome back. Hey there, tony, how are you today? I’m doing very well, thank you. Good to have you back. Thank you. You have our doyin has two, two sites why don’t you just give a little overview of what we’re talking about this week? So this week i’m talking about two. Sites that have both a free and a fee based component to them so one will help you both with your reactive and proactive prospect research, which we’ve talked about the house in terms of lives buy-in sorry, no, yes, we’ve definitely talked about proactive and reacting, i would know that’s beyond jargon jail. Now we’re way past that, okay? And then then, you know, and then the other one is really about proactively trying to seek a new new prospects. I’m constantly approached by non-profits that say, you know, we really feel like we’ve tapped out our current donorsearch list and, you know, we’ve done the research and so forth on our list, but we just need to get some new names into the pipeline. So came across an interesting product that i thought might be helpful to at least discuss on the show. Okay, on the first one of these is donorsearch donorsearch yeah, so this is a company that does in depth prospect research, so they are there’s a number of competitors out there that do this on dh donorsearch is based in maryland, and they have they have both a c and a a free product. So i thought we’d start off, at least by talking about the free product first, if you want to do that, what’s the earl for donorsearch first. Well, it’s donorsearch dot net, however, for the free piece. It’s donorsearch lead dot net flash integrated search. Okay, so i’ll make sure that we get that up on to the lincoln. And first yeah, why don’t we do that for both of these sites? Okay, so let’s talk about the free part first for us. Donorsearch so for the free part, you would put in an individual’s name, this is under the assumption that you have maybe an event that you’ve had or maybe a new donor prospect name has been brought to your attention, and you want to do some in depth research on them. Or maybe you have an upcoming cultivation event, and you’d like to know about person in advance of the event so you can put in there their name, whatever you know about them already there named contact info. If you happen to know the company they’re affiliated with, you can put that in there as well and then hit the search button and what it will. Do is it won’t show you the search results on the screen, but it will email you basically, ah, profile of that individual. So it’s really, you know, a quick and easy way to get some vast information on an individual if you’re not already subscribed to a service that would be able to do that for you. So you’re doing this one person at a time, right? That’s, right, it’s one person at a time and you know that where, you know the upgrade to the sea bass portion would be useful is if you’re looking to screen, you know, a lot of names at once it’s going to give you that, you know that capacity, but also they have under the sea bass hold on, i want to i want to stick with the free for the free portion for a couple of a couple seconds more. Is there any limit to the number of searches that you can do on the free? So, no, so if you’ve got the capacity or a gn intern or someone willing to sit there and just plunking a bunch of names and and monitor those profiles coming back through e mails. And and certainly that can be done ok? And how robust are the profiles that you get back? What do they look like? So they cross check the types of databases that would give you both a philanthropic data, but also, you know, the traditional sort of wealth databases, so they’ll give you information about both charitable and political e-giving um and it will give you information about property records, dunn and bradstreet types of reports if they happen to be a corporate insider. Um, political donations, i think i mentioned that if they happen to be in who’s who the marquis who’s who’d database there, their biography will come up there also, if they’re connected to a foundation when their director on a board of directors on a foundation, they’ll come up in the guide star report. So there are, you know, a number of touchpoint that are very useful for you to know about, you know, and the thing i always tell non-profits so it’s really, you know, if you if this is for a major gift, you really don’t want to stop, no matter what company you’re using to get these quick profiles from i would never just stop that, you know, try and go a little bit more in depth look for articles in the newspapers and, you know, whatever else you can find out on the internet free or fee based resource is so i think this is a great starting point. Certainly if you have an event coming up or post event, you want to know some more information about an individual, i think it’s a great place to start it sounds like it’s it’s a pretty, pretty robust profile for for free. Yeah, yeah, it really is. It really is. So, you know, it’s definitely worth looking into. So again, if if you want that that website its donor lee dot net forward slash integrated search ok? And how about there a fee based service so they see the service is at the website donorsearch dot net, and already there’s been some information there about the various products they have, as well as their online screening tool. So, you know, if you’re a non-profit or maybe you’ve just taken over an organization, um, that has, you know, somewhat of a mass of a database that’s never been screened, and you’re new to the job and you’re just not sure g, you know, i’ve got to figure out a way to prioritize these folks a bit, you know, you might want to consider a screening through donorsearch or even, you know, some of the competitors companies out there, but, you know, donorsearch does provide screening services well, okay, do you get a more complete profile if you subscribe versus the free report that you get on donors? Yeah, thie sea based reports, the ones that you would get really as part of a screening would include analytics and what they called predictive modeling to try and figure out, you know, it’ll give you some idea about the person’s capacity, and usually when you have a full screening done, you know, your prospects are kind of raided for you, you know? So you’ll know which one’s elevator to the top as being perhaps the ones you want to focus on first. Okay, so you get something that’s similar to a screening, but you don’t have to buy their screening service, right? I mean, if you want to, well, you won’t have the actual predictive modeling and analytics through the free search, you know you have a batch of names i would, i would really suggest you if you’ve got a few hundred names or a few thousand names that you consider doing it through the sea bass portion. Renee offer, right? But i’m trying to get out. If you do the fee based, are you subscribing to their screening service? Or you can still get individual reports that have the predictive modeling in them? Yeah, you know, when these companies offered screenings generally, you also have access to the database afterward, usually for about a year. So this is definitely something to consider, and then i noticed on their website that they would offer a free screening of two hundred current records to kind of test their full product. Um, so folks are interested in taking them up on that particular offer they can go to donorsearch dot net and check out the information it’s right on their home page. Okay, i’m trying to i’m trying to get at one thing. If you’re subscribing to the fee based service you’re paying for it is that on ly a screening option, like in aggregate? Or can you still do searches of one or five or one? Hundred individuals still do searches afterward of you, no additional names. If they come forward, you’ll have that one off. I’ll go in on dh. Can you give listeners a sense of what the fees are? You know, i really don’t like to get into that type of conversation because sometimes these companies, you know, they change and, you know, this is a recorded show, tony, so i don’t want to really get into that because somebody might be listening to three, five years down the line on ice helps on dh. So certainly, you know, product pricing can change, so i think it’s really best for them, tio maybe just take them up on that free two hundred name offer where at least take a look at these free, integrated search tool that they have on day. If it looks like it’s useful to them, you know, they get into a conversation directly with folks donorsearch okay, i’ve been admonished by maria. Simple. I never. I never said that before. Okay, um, so you had you had talked about this as being a way of generating new prospects? Well, actually, the other tool that’s thay this is really this is really donorsearch is for existing names that you already know, right? Right? So this would be for, you know, screening and so forth, so, you know, definitely if they want to take a look at, you know, integrated search on a free bases, they can take a look at what the output looks like i got you okay? And i liked your suggestion of looking at people after an event, maybe it’s someone came to your event because they were invited by by someone who you do know, and now you’d like to find out more about this, this new person, ways to engage them, which the first segment was very much about today on dh you can use donorsearch to do that, i like that suggestion. Yeah, absolutely. I would suggest that to organizations especially if they’re having hyre cultivation events or even you know, we’ve we’ve you’ve probably talked on your show about these ask events where people specifically come and know that they will be asked to donate well, it might be might be kind of good to know in advance some information about those folks, maybe even advance troop even better. Ok, what’s what’s list select about that’s your next one so listselect is, uh, is by a company the company behind this is called anchor computer company, and they were they were actually started back in the seventies, and what they’ve done is they’ve come out with this product called listselect that could be useful both in for-profit and non-profit world, so it was originally designed for general target marketing, and so it has the names and addresses of close to ninety percent of the u s adult population and it’s compiled from public records and united states postal service data, and then what they do is they overlay it with demographic interest type categories. So i’ve gone in and i, you know, i’ve done a little bit of playing around just to give you an idea of what this looks like so you can actually run your searches just to kind of see, with numbers of prospects might look like, and then you don’t pay for the list until you decide this looks like a list that could be useful to you, um, and it’s. Uh, a list, a rental. I don’t know if you’ve talked about that on your show in the past. So you can either rent this list for a one time use or for a one year basis. Okay, we’re going to go away for a minute. And when we come back, you can talk a little about lister mental, because i don’t think it’s something that i have covered. And we’ll talk more about listselect with maria. Simple. Stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna 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. Durney i’m talking with maria simple, the strict taskmaster who put me in my place about fees. We’re going talk about fees anymore att least not in dollar terms will certainly let you know when something is fee based. Um, so what’s the fee for listselect now i’m getting well, actually, i did run a couple of just, uh ah searches that i thought would be kind of fun just to kind of see what the costs might be it’s very evident when you run a search so it’s, very clear up front what you’d be paying for that list, you know, before you, actually so they tell you, and so you can change the parameters, tio, what you’re looking for and really play around with it till it gets to a point where you feel like this is a new four doble list, andi something that, you know, would be useful for your organization, okay? In a minute, we’re gonna talk about list rental, but but do you know what the output is going to look like? What? What? Uh, information, you’re going to get about each person before you have to pay for the list? Yes, i’m told that. You get a first name, last name, address, phone number and in some cases, email addresses as well. Okay. Oh, really? So, it’s, just basic contact information. This is not the complete profile like donorsearch does that’s correct? That’s correct. So this would really be used for true proactive prospecting. You know what you think that you would hear in a sales world of, you know, getting more names, more leads into the funnel. So people who might have a certain affinity on do you know? So we could talk about what some of these parameters are way when we get further into the conversation. Okay, but let’s, talk about let’s rental. Now you’re just you’re renting this list. How does that work for you? So you now let me just set it up. You now have the contact information for these people. Email address? I guess. So you have. What does it mean that you’re renting the list? Well, i i think you get the full snail mail, ok? Yeah, and phone numbers. So you can decide that you need that list for a one time usage. So maybe you’re you’re going to send out some sort of a postcard campaign or targeted mailing some sort or targeted calling phone calling campaign? You know, i wouldn’t, you know, being as i also do email marketing as one of my businesses, i’m very sensitive to email acquisition, i wouldn’t necessarily advocate buying or renting email addresses and then putting them into your database and e mailing out i could get you into trouble with your email service provider because it’s, because it’s unwanted and it’s spam is that could be construed as spam. So i’m just very sensitive to that. I think it would be better to use these list, really? For snail mail and phone call purposes, okay? And what does it mean that you’re you’re renting the list? So you actually then don’t own only information? It truly is just a rental on, so, you know they have, i guess, it’s one see if you’re going to rent it as a one time basis and probably a slightly higher fee. If you need to have that list accessible to you, maybe you plan to do, you know, quarterly mailings to the list or something like that? He would need the rental for the whole year, so you’re going to pay maur if you do want to put that information into your donordigital base, i would think so, yeah, ok, interesting, i think. Okay, so you you mentioned talking about a little talking about the parameters of what you’re what the output is going to be, right? So i just don’t like a couple of quick search is just to kind of see, all right, well, if i were, you know, a non-profit executive, what might some of the fields of information be interesting to me so you could do a geographic search and then, you know, break it down further by certain points of demographic. So i had done just a sample search to see well, i’m interested in people who would have an income over two hundred fifty thousand dollars based in new jersey, who are also classified what they call mail order donors i think in our world, in the nonprofit world, we would call that, you know, male appeal donors, and it turned out that there were there was a total household account of just over fourteen thousand names close to fourteen thousand five hundred, and that costs came out to about in the four hundred fifty dollars. Okay, so that was you know what that parameter came up with our center decided to so these are thes air search these air inputs that you’re that you’re trying to narrow your list by our lorts yeah. All right, well, what if i were a non-profit executive with some sort of an animal welfare agency? I might be interested in trying to target people who have self identified as liking cats and dogs right on. Then i decided, well, i might be very geographically focused, and i wouldn’t necessarily need the entire state, so i thought, well, let’s, see what the costs would be if i were to look at maybe two counties in new jersey, morris and somerset counties for people interested in cats and dogs turned out it came up to nine hundred eighty as the household count on that on that costs turned out to be one hundred fifty dollars. Now, how did you specify cats and dogs? There’s a open field where you can have a word interest category interest, there’s like a main interest. So when you’re when you’re looking at the main interests, you can look at things like arts. And entertainment. Uh, babies, children, uh, education just tryingto slipping through here, some of the ones that would be of interest to non-profits outdoor enthusiast, uh, photography, religion. Um, and then they had what they call us sub interest category. You can really drill down even further. And that’s where i got into looking for people who were interested in dogs and cats, for example, i see. Okay, that’s that could be you could have some fun with the subcategories studio going to break it down by ethnicity. Gender. Maria, how do you find all these free and a fee based? How do you how do you how do you find all these new resource is? Well, you know, usually they’re not sometimes they find may and this actually happens to be a situation where rick hilary from from the company reached out to me through lincoln. And, you know, we’ve talked about the power of lincoln for so here was a situation where he brought this particular product, my attention, and we’ve had several converse stations and back and forth about it. And, you know, i took a look at the test because you can actually just kind of play around with it as i did without paying anything at all. Okay, so that that website you want me to give you that? Yes, give it, but we’ll also put it on facebook and linkedin, right? Sure, though, that website is demographics, research, dot com okay, and what’s the earl for listselect uh, that that’s that’s where the starting point is that’s you there? Yeah, they actually give you ah! Pdf that kind of walk you through, how to use it. And they also give you the log in credentials so that you can log in and try and play around with it a bit way have to stop. We have to stop there, maria simple. You know her she’s, the prospect finder, and you’ll find her website at the prospect finder dot com. You’ll find her on twitter at maria simple, and you’ll find the two of us together. We’re going to be doing a chat and online chat hosted by the foundation center on march twenty first about prospect research it’s a two p, m eastern and my burning question is why i’m invited i don’t know they between the two of us, they think we’re both prospect research experts but between you and me, we know that you are. I’ll be there, tio, i’ll do color commentary or something. I don’t know we’re hearing me on, okay, but you can. I have a i have a couple things to contribute, but not as much as you, but you’ll find information about that on the foundation with center website it’s. March twenty first, two p m eastern. Thanks for being a guest, maria, thank you always a pleasure. Next week, juliet fund had more white space to your life she’s, a consultant and speaker, and she also is the daughter of candid cameras allen funt that’ll be fun. Also, scott koegler is back next week. He’s, our technology contributor and the editor of non-profit technology news. We’re all over the social web. You can’t make a click without smacking your head into tony martignetti non-profit radio, by the way, smacking your head in italian is sparkle a testa i learned that when i was in venice asking for directions to a bar once and someone said, sparkle a testa your head on the wall and then turn and make a left and there’s harry’s bar so it stayed with me, um, pinterest, slideshare even before last week, by the way, we were on pinterest in slideshare, itunes, facebook, youtube, twitter, linkedin, foursquare, wherever we’re connected, i thank you very much for being connected wherever it is that i see you. Thank you. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and the social shows social media is by regina walton of organic social media, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p, m eastern on talking alternative broadcasting at talking alternative dot com. 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