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Nonprofit Radio for July 15, 2016: Bring Joy To Your Donors

Big Nonprofit Ideas for the Other 95%

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Marcy Heim: Bring Joy To Your Donors

Marcy Heim has over 30 years thinking about and perfecting major donor relationships. She’s the Artful Asker and we examine the intersection between fundraising and professional coaching. (Originally broadcast on March 13, 2015.).

 

 

 


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

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

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

Fundraising Fundamentals Round-Up

This is the podcast I produce for The Chronicle of Philanthropy. It’s a monthly, 10-minute burst of savvy fundraising tips from expert guests. This first round-up includes strategies on donor cultivation; tricks for #GivingTuesday; Planned Giving; and corporate foundation giving.

Nonprofit Radio for March 18, 2016: Relationship Fundraising

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Adrian Sargeant: Relationship Fundraising

There’s a lot of conventional wisdom about how to be donor centric and build strong relationships. But what does social psychology research tell us about how to achieve these and what your donors expect from you at each relationship stage? Adrian Sargeant is a professor at Plymouth University and directs its Centre for Sustainable Philanthropy.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be thrown into pulmonary history. Oh, sight. Oh, cece, if i breathed in the idea that you missed today’s show relationship fund-raising there’s a lot of conventional wisdom about howto be donor-centric and build strong relationships. But what the social psychology research tell us about how to achieve these and what your donor’s expect from you at each of the relationships stages. Adrian sergeant is a professor at plymouth university on tony’s. Take two and dc is next week and i have a referral for you. Sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com it’s my pleasure to welcome professor adrian sergeant to the show he’s, professor of fund-raising at plymouth university and director of the center for sustainable philanthropy. There he used to hold the hartsook chair in fund-raising at the lily family school of philanthropy at indiana university. Fact he’s calling today. From bloomington he’s, a prolific author, researcher and presenter. If you go to the center for sustainable philanthropy website, you will get bored scrolling down his list of books, papers, articles and presentations. Center, by the way, is c e n t r e we have ah so snooty english university there. Plymouth he’s at adrian sergeant and his last name is spelled like the military rank. Welcome, doctor. Professor. Agent sergeant. Well, thanks. Pleasure. Welcome from from bloomington, indiana. How is it there? It’s worth a lovely spring day here. And i’m looking at into blue skies in sometime. Which and it’s? Not not always the case in the u k either. No, certainly not. In my part of the uk, everything you hear about british rain and british weather is pretty much true of my region. I see. What reason? Where is plymouth? Ah, thomas is right down in the southwest tip of the country. On its claim to fame, i pose for your audience. Is that it’s where the pilgrim fathers set sail from years ago? The mayflower left from the steps of the barbeque in the area in the diplomas. Oh, excellent. Okay. That’s. Interesting. No. And then plymouth. Then we have plymouth rock on the us side, so yeah. So that was a very symmetric trip. I never knew that total symmetry ever visit. You could actually see the steps that the pilgrim fathers used teo to board the mayflower before they set bail on that. Well, that point. Very epic journey. Yeah, of course. I i guess they they called it plymouth rock teo to make it symmetric. So it’s. Not like it was named. It wasn’t named plymouth rock when they landed on it. I don’t want people to think that that’s what? I was assuming that it was named plymouth rock when they landed. I don’t believe it was ok. Very cool. Interesting. Thank you. All right. Relationship fund-raising adrian it’s. Okay, if i call you adrian, right? Yeah. Okay. I don’t get doctor. You know, you’re not calling on me for questions or anything. So doctor, a professor. Okay, adrian what’s, the current state of this i gather it’s not what it ought to be. No. Sadly, the quality of relationship fund-raising but not ugly in the states. But around the world is not in a particularly happy space right now. And the reason i say that is because now about quite a lot of data on the patent of dahna retention and loyalty that we’re able to generate and obviously the whole, the whole thrust of relationship fund-raising is that you want to build a longer term, mutually satisfying relationships and supported yes on all the evidence that the moment is that it’s going in entirely the opposite direction we lose, typically in the states, we lose around seventy percent of our supporters between the first and the second donation and then probably around two, thirty percent of them year on year thereafter. Well, you try running a business. Yeah, i’ve had other guests on, quote, that exact same statistic, and i don’t understand how this khun b because there is so much talk about donor-centric donor-centric ism, and we have to listen to our donors and pay attention to their needs and put them in the center. What? Why? Why is this not working there’s so much talk about it, why we’re not doing it? I think they’re pulling two two reasons for that one is that often when i talk about dahna lorts him attention in the sense. That kind of preaching to acquire a lot of fundraisers know what they should be doing or could be doing, but they don’t always necessarily get the stain level of investment from the board that they’re looking for on it could be oftentimes quite able to push that level of change through the second reason, i think buy-in wait might talk more about this, but i think one of the problems we have in fund-raising is that it’s one of the few professions, in fact, probably the only profession you’ve been join without actually meeting to know anything. Come on, good luck, you know, you’re going to see a dentist too haven’t studied or doctor that has studied or even employing a plumber who hasn’t studied it’s important, i think that fund-raising they’re exposed when they come into the profession to a body of knowledge. Then it’s agreed that this is what you need to know if you’re going to be a successful, competent fund-raising on that, then organizations would employ people who had demonstrably, you know, got that body of knowledge because we don’t have that right now because we don’t value it. Oftentimes people end up in fund-raising rolls where they’re really having to discover things that we already know for the first time yeah. Now, are we getting better? I mean, there are programs. There are degree programs and including at plymouth university and the ones i can think of in the us at new york university and columbia. I think fordham and those are only new york’s. You know, those ones? The ads that i get new york city, those only new york city. So there are more programs, are we? Are we starting to recognize the value of a professional pressure, professionally trained fund-raising force? I think for now that no, no, we’re not. Some of the some of the programs are burying quality. I mean, there are some good ones. Always see that there’s one come on by you and there’s, one of seminaries in minnesota. And, you know, i could go on, but the sweet spot for fund-raising education is where you gotta blend of delivery by practitioners and academics so that you get some of the emerging science of dona behavior that impacts on what people? Noah’s well, sadly, i think some programs are run entirely by practitioners. So you only get one half of the equation there on what you’ll get, obviously their, you know, their background in their experience, which obviously has a place but that’s not the same as being exposed to the modern research findings that example, on social psychology, we’re gonna talk about that. Could the incoming what they yeah, yeah, you know, you end up with more of the conventional wisdom. Yeah, we’ve got a you know, i’ve mentioned we’ve got a problem with attention right now. What i didn’t say is that actually getting worse. I’ve just completed a very large scale study in england of six million dahna records we’ve looked at people recruited way back in two thousand and compared them with people recruited in two thousand ten on their substantially less loyal now so no only we’ve got very leaky bucket, but that bucket is getting weaker by the day. Okay, uh that’s ah that’s pretty positive motivation and enthusiastic motivation. Let’s ah, let’s, go out for a break. Adrian and i are going to continue talking. Of course we’ve got what? What drives donorsearch multi. And how do you measure it? And the stages of the fund-raising relationship? 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, adrian let’s jump in and explore what what it is that we know we’ll drive the donor loyalty that we’re trying to reverse the trend of, well, the fact of ah, really quite similar to any relationship that somebody might have with an organization so there’s a lot of learning that we can take from the commercial world that we find it equally relevant. The non-profits place andi, my guess is that many of your listeners will have had the car service recently or they’ve stayed in a hotel or they used the service online that probably they’ve been asked at some point tell us what you think of the service has satisfied were you with the quality of that experience on these kind of satisfaction, that is, in a sense, kind of quite ubiquitous? I think the’s day on the re homeless ubiquitous is because there’s a huge link between her status side somebody with the court in service they receive on their level of loyalty on people who are very status by are six times more likely to come back and purchase again, on average than people who just satisfied so there’s um active behavioral, different on the extreme of the scale, right? So the goal needs to be for our organizations to get people to the point where they’re very satisfied, actually with the way that they’re treated as a donor. That’s the last one i make here is that the multiple in our world isn’t as big as it is in the trading context. Duitz and trading world, very satisfied equates to six times more likely to come back again in our world don’t say they’re very satisfied, but the cause your service provided by the fund-raising to you are twice as likely to be giving in years, and i think people who say they’re just satisfied. So it’s been a massive factor, but the multiple isn’t quite as big as it might be in other contexts, okay? Any any thoughts? Why? That is why i don’t how come we only get one third of the the likelihood of returning that compared to the corporate world? Well, i think there’s a range of other factors that player in our space that also have an impact on loyalty and retention satisfactions an important one on one of the things i like to do is focus unconference isn’t the season, then write in the satisfaction is this is a major driver of dahna loyalty, which in terms of which in turn, is a major driver of the value of fund-raising database. So how many people actually measure it then on, if you’re lucky in a room of two hundred people, you might get one hand god, and then you are people well out of those folks, you know, who’s actually remunerated how good they make their donors feel on dh you won’t find any hands that go with that point, so we don’t take that factor seriously enough. But then there are other things that creeping in our world, the trust in the organization of your listeners might be thinking got agents talking about satisfaction with a coarse service provided by the fund-raising team. Well, what about all that really great stuff we do with beneficiaries? You know, surely that’s gotta count for something incense of retention and loyalty writhe difference that we make it on dh that’s true, but for most donors, unless they’re major donors, the mechanism for that it’s trust if i’m a major donor and i’ve given you five million to put up a building in a sense, i don’t need to trust you because i can see the building up, right? But if i’ve given you fifty dollars to help starving child that i really have to trust that you say you do exactly what you’ve told me you’re going to do with that resource s o trust for the vast majority of our donors is a big driving factor in terms of lorts potential. Okay, okay. Um, and, you know, these sound very much like not only, you know, relationship factors in a commercial sense, but also in a personal sense, they are our friends and our parents, no loved ones. Yeah, a lot of these relationship variables are just as relevant toe all human relationships. I mean, originally this study of things like satisfaction, trust and commitment all came out of something called relationship marketing, and what that was trying to do is to take ideas from human relationships on apply in that case, teo relationships, that businesses have customers, and at the core of all the relationships that we have of these notions of satisfaction, commitment and trust. No. Anything you want to tease out about commitment. We spent little time with satisfaction. Trust anything more you want to say about commitment? Yeah. Commitment is one of the really big drivers of loyalty on beauty that comes out stronger than thin. The others i’ve mentioned on what that is is a really burning passion to see the mission of the organization achieved. And you can imagine that, you know, people who are committed to finding a cure for breast cancer, you know, tend to support charities that do that on dh for extended periods of time. But that really passion to see the mission achieved eyes one of the really big drivers of lorts in retention, andi. So the question, i suppose then, is well, i had you build commitment then and again, we know from research quite a few things help build commitment that one is at risk. So if you’re running a shelter for homeless folk and i’m a donut, your organization and i believe that by canceling my gift today, somebody somewhere is going to be without a bed tonight. I am a bunch more likely to continue to support that shelter. S o that element that i see a risk in canceling will help drive commitment. So too will a personal connection. You know, if my life had been touched by breast cancer because i had lost a loved one to it, you can imagine that i’d be pretty fired-up about finding a cure for that being committed to those sorts of organizations andan also it worthy of note, is some thing i called multiple engagements and there’s a micro on a macro level to that, the macro level is that people who are donors and campaigners and service users and volunteers, and and wait till you get and you get a whopping more loyalty. And in the micro level is every time you have a two way interaction where there’s a little bit of cognition that takes place, maybe the organization asking your question, what would you like to receive? What do you think about this? How many times do you want to hear from us here? Do you want to get news? Whatever it might be. Every time you have to weigh interaction with water, you get a little teeny tiny bit more loyalty. And, of course, in the digital space, it’s now by easy toe have those little, many interactions with people and it’s really worthwhile, because ultimately it drives behave excellent. Now, there’s research supporting all this, right? Yeah, absolutely. I’ve bean doing work in the non-profit space for the best part of twenty years now, andi, we’ve done in a large scale survey work with probably a couple hundred thousand donors here in the states now getting on for two million donors in europe, um, tracking the relationship between satisfaction, commitment, trust and then behaviors of interest like like who e-giving next year with assembly upgrade on even actually leaving a bequest to the organization? What about that that’s a significant how is that a significant factor? Well, one of the big drivers off, in fact, the single biggest driver i’d say really the likelihood that somebody will leave a big quest for nonprofit organization is how long they’ve been supporting it. Yes, on and typically find working with clients, i’ll say, you know, we’re gonna have a request program that is you forget all the complicated plan giving vehicles, but just right asking somebody to remember a charity with a gift in their will or a state document. Then the single to get indicators of willingness to do that is how long people have been giving onda anytime we were three years actually is a pretty good indicator that that person cares about you is committed to the cause and therefore will at least give some consideration to that request. So surprise, surprise, you know, commitment is a pretty big indication the likelihood of doing that, okay, yeah, i don’t know if you know that, but i know this, but i do plan to giving fund-raising consulting ah, and that’s where we’re always looking for the best potential bequest donors is who are the most committed, loyal donors, and i didn’t know that a ce feu is three years can be can be a positive factor, but i’m always looking for some organizations are easily, you know, decades older sometimes sometimes even one hundred years old couple of the university’s i’ve worked, so you know, if people have been giving twenty, thirty years or twenty five of the past thirty years, they’re ah, enormously good potential donor for ah for bequest or some of the other plan gives to yeah, yeah, i’d agree wholeheartedly with it and it’s. Amazing how very few organizations even bothered to ask for a request on if they do, how many organizations think that somehow people will be inspired by the mechanics of death and dying? Some of the communications we generate just thank you. Make a will and you may change your will. And then the mechanics of the plan giving vehicles well, actually, you want the company to give you you want to inspire them with a vision of what the future could look like, that people are inherently more positive about the future on so good, positive messages about what the world might look like that evoke a little bit of emotion are actually a lot more useful in that quest. Space non-technical brochures about you know how you die. I mean that’s. Just miserable. Okay, thank you for that little digression. But it’s it’s what? I spend my time doing when i’m not when i’m not done non-profit radio. Very interesting to going back to the little micro engagements you get. You get a little uptick you said of of ah commitment when with just these small engagement. Yeah. If you heywood follow my knife on dh, you would’ve. Measure let’s say satisfaction and commitment, and you sent out a little survey to a sample of your darkness, our guarantee. If you can’t that sample of people over time, you’ll find that they’re a little teeny tiny bit more loyal than the balance of the database on that administration of this little bit of cognition, you’ve got a communication from the red cross, let’s say, and you think, oh, yeah, that’s right? I got a relationship with the red cross. I’ll go back to them and all. Well, that’s kind of a relationship with the american cancer society all that’s, right? Every time you get that little bit of interaction, you get a little bit more loyalty questionnaire getting people to take other actions on your behalf that aren’t related to fund-raising getting them to participate in an event that you’re doing online are tuning in to a podcast or tell us what you think. All of those things are really smart in terms of loyalty, because every time we have that interaction punch up just a little bit how loyal these individuals are outstanding love this. Okay, um, we need to be able to measure dahna loyalty how how, ah, what are what are the metrics? Uh, well, one of the one of the big issues we’ve got in our sector right now is the metrics are, well, frankly wrong aunt to be even more blunt about it. I think a lot of our non-profit boards need to be taken out, inspector eyes that a bare bottom spanking or they keep their pants, they keep their pants up. Isn’t this america bare bottoms bank with a paddle? Or is this a bare handed? Yeah, i think it really depends on the degree of a degree of redness you want to achieve. Okay, yeah, i mean, why did i say that? Well, because oftentimes people who serve on non-profit boards are actually quite bright. Oftentimes they had very successful business careers and that’s one of the reasons that they’re there because they’re plugging in their advice as well. Andi it’s, almost as if they part their brain that side the boardroom before they go through and into the meeting. Because in the commercial space, they know very well the measure customer, lifetime value and they understand what that is, and i understand why it’s important, they understand to the merits of measuring the things that drive customer lifetime about so that’s, why you get satisfaction survey reason people measuring commitment and so on you walk her into the non-profit boardroom and suddenly somehow all of that knowledge and understanding they had get forgotten on the only metrics we’re interested in is how much raised with part year or month having me don’t do it attracts andi, you know, don’t start the metric that short term thinking doesn’t help you think about the lifetime value of your database and you, and that was fund-raising suboptimal what you end up with this fund-raising that its content to recruiting donors on then lose seventy percent of them between that first and the second donation, but that complete kind of focus on short term measures get people to the point where all they do is chase their short term measure. So we’re going to continue trying to find you don’t no, you don’t we’re going continually trying next to my spanish money, we get out of the spokes, actually, what we need to do is to take a step back and say, you know, affection, maybe we should be measuring the things that drive longer term or lifetime dahlia and beginning. To reward our fund-raising it’s with the quality of the relationships that they build. Ron avam, you know, the dollars and cents that they raised get today. Okay? And immediately you do that. You get a huge changing culture because suddenly what people are interested in doing is building relationships, not just having that sort of burning churning. Wait. You must have a lot of examples of what we should specifically be measuring in our fundraisers. Uh, well, i would. If it were me, i would be using some of the same things that the commercial world have been using for twenty years. So i would measure satisfaction, commitment on trust on dh. You know, there are measurements girl to doing that. It’s a little survey. You track how how people feel on dh if you do that, it’s. The margin of those measures that makes the difference. Remember, i talked earlier about the percentage of people who were very satisfied, very satisfied business, that’s the important thing latto it’s the extremes of those scales and changes in that that make the difference on the good news is that even small improvements in loyalty in the here and now translate. A whopping improvements in the lifetime value with fund-raising database. So if i can improve the level of retention by little can percent in the here and now, i can increase the last time value fund-raising database by over fifty percent. Why? Because they affect compounds overtime. So if you’ve got more donors left at the end of this year, you’re gonna have even more the following year and even more than you know, the year after that, you know, for many organizations that’s not the end of the story either because most organisations lose money on going to requisition just to go out and keep finding lots of donors to replace the ones we’ve lost. Of course, that he knew a lot of money on if you factor that into my equation, my little improvement in loyalty in the here and now of ten percent and improve the lifetime deliver fund-raising database for anything up to one hundred percent. You can make a huge just by having little improvements and lucy and hearing that all right, i wonder if weaken, drill down to ah mohr, micro level in terms of the measurement of the performance of our our fund-raising staff are there? Are there individual metrics? I mean, in terms of how, how they have moved donors from one stage to the other or, you know, in terms of the the actual performance of the fund raisers themselves or their metrics there? I think i think the answer to that question depends on the form of fund-raising that you’re looking at, okay, um, and so the metrics will be different depending on what it was dark, dark now dot response or someone that made you get andi, you make you give officers a remunerated too, for the amount of money that they raised, but they’re also remunerated for the amount of time they spend in front of clients remember proposals they made the number of recognition events there, kendall, all of those good things, but one of the things i think you know it can be shared a causal the forms of fund-raising is good. Do we make our donors feel today on dh measuring that that quality of the relationship and that does come back again? The satisfaction, commitment on trust in the dark spots space? I would also be saying, you know, we should be taking decisions about investment on the basis ofthe donor lifetime value, andi what that means in your complaining that issues that if we’re going to invest in an acquisition campaign, we’re no goingto assess that campaign is a success simply because we bought in two hundred, donors on one hundred donors because it may be that most people were recruited won’t come back and give again. We’ve gone with the other alternative campaign we could have run, you know, we only recruited in one hundred donors, but actually most of those people stayed giving for the next five years, so taking longer term decisions based on that lifetime value, i think, is really smart and even in small organizations that made behind a little difficult to do some of that math, maybe because they’re working on even like a simple excel database or something, they could still be looking at things like retention lee on beginning to shift the focus of the way in which the team is remunerated to the level of loyalty that engendered. Now, if you can also measure the things that drive multi that’s great, but if you can’t, then the starting point for me is at least to get a sense of the health of that program and the health of relationships that just by, you know, the numbers of people who were still actively engaged. The portal agent, i love the idea of measuring how donors feel of, um alright were going to come back. I need you to hang out for a couple minutes while i do a little business don’t go anywhere he drink just just dahna just keep listening. Um, i have to talk about pursuant. They are a midsize. Well, they had a mid size social service agency using their tool velocity and therefore gift officers in that organization not meeting their close rate goals. The director of development challenged them to close proposals in the velocity pending repose. Als pending proposals report within two weeks. So he took this report. You have a two week challenge issued by there. There. Ah, there, boss. The foreclosed twenty gifts from the report and raised over sixty six thousand dollars, which had been their average monthly preach challenge production. But they did it in two weeks. And s so. Not only did raise the same amount of money and half the time. One hundred percent. Rate of increase, but they also increased longer term performance using that that same report. So this is all a tool at pursuing dot com the tools called velocity and, you know, along with what adrian is talking about, measuring there don’t have to be these measures as well of, you know, how much did you actually raise? And, you know, how are we doing against all of our goals? And the velocity tool helps you measure that time against goal pursuing dot com crowdster they have a deal for non-profit radio listeners get thirty percent thirty days for free or fifty percent off, that means you try crowdster peer-to-peer fund-raising have them put together one of those sites for you, which are very easy to do, actually, and you try it completely free for a month or get fifty percent off, and that would mean pay for months. Get a month free pay for two months get two months added on for free. You can claim your deal, make your choice at crowdster dot com in the chat window, tell them you’re from non-profit radio and which deal you want or if you are like me and you like to talk and not chat on ah, chat window call joe he’s the ceo. Joe ferraro. He wants you to have his number. It’s two a one, three one six forty six. Double xero two oh one, three one, six, forty six double xero you can meet joe at ntcdinosaur provoc technology conference. The crowdster booth is number five forty four. Tell joe you’re from non-profit radio. I can’t make it any simpler now. Time for tony’s take two. Yes, that non-profit technology conference and tc is next week in san jose, california. Buy-in booths one thirty four and one thirty sixth, right at the main entrance to the exhibit hall. You cannot miss me, i’m there. I’ve got twenty nine interviews scheduled as of this morning, and i’m sure we’re gonna get more than thirty. There are about thirty five slots available so filled up, but not entirely my video and interview schedule for ntc is at tony martignetti dot com is my my that’s, a plural video and interview schedule are at tony martignetti dot com who writes this crappy copy? I don’t know this is why i need an intern, so i have someone to blame for this for this, i have an easy e newsletter to recommend for you it is by jonathan lewis it’s called making social entrepreneurship happened. It’s social change stuff from the book that he’s in the process of writing, he has been a non-profit radio guest. He runs the opportunity collaboration conference that i’ve been to in mexico, and he teaches social entrepreneurship at new york university. He’s, one of the adjunct professors that adrian was just saying i can add value to a program but not standing alone. He’s a very good, very good, smart guy with good ideas you can sign up for jonathan’s newsletter at cafe impact dot com and that is tony’s take two i gotta send live listener love i want to shout you out by city and state, but sam here is having board back end problems, something more talk about spanking or in the back end again. Um, we can’t see you by city and state, so i know that you’re out there. New york, new york st louis, missouri, boston, massachusetts, new bern, north carolina, california. I know there’s somebody in california listening, probably san francisco, but i know there’s, a california listener. Those are the live lister love people, the loyal, live look that loyal, live listener loved that i know are out there love, of course, toe all the current live listeners and going abroad. I know there are listeners right now in tokyo monisha while i know we have listeners in china and taiwan because we always do ni hao and i know that south korea is checking in because it does week after week. Anya haserot now, in case we are in in mexico, we’ve had listeners in mexico with no star days, the czech republic occasionally does check in dobre den, germany, we can’t get germany guten tag, okay, i think that covers the most frequent live listeners. Sorry, we can’t do you no city and state as usual, we will get this back end problem slapped and slapped ah and fixed by next week. I gotta send podcast pleasantries never forget the podcast listeners, whatever it is you’re doing painting your house, washing your dishes at whatever time you’re listening. Whatever activity whatever device over ten thousand of you, so grateful pleasantries to the many podcast listeners and affiliate affections to our multiple multiple am and fm. Stations throughout the country. Listeners from the finger lakes in new york. Two salome, oregon and lots of states in between affiliate affections to our many affiliate listeners. Ok, adrian sergeant, thank you so much for for holding on. I have tio after acknowledge all of all our listeners of whatever ilk in variety they come, they all get a special shout out. So thank you for your for your patients. Um, we have ah, i love these measures, but we gotta move on. Let’s, let’s talk about the different stages you’ve identified stages of the donor relationship and there were different strategies appropriate for each first. Just please just lay out the but what the the stages are, and then we’ll come back and revisit. Well, there’s a unawareness say’s where people become aware of the organization for the first time on exploration plays people begin to kind of extraordinary that relationship might might mean for them on then you’re kind of deeper into the relationship where there begins to be an element of commitment. And then eventually, over time, you know, some relationships will come to an end. Of course not. Everybody’s going to continue giving for forever. But what we do know is how you treat donorsearch different points in that journey can make a very big difference. Unsurprisingly, how loyal durney yes, and especially knowing that these micro engagements make a difference in loyalty, i going back to that because i admire it so much, i love it. Um, okay, we have a few minutes we can spend, you know, on each of the stages, we’ll help us with awareness what’s going on and what should we be doing to give our donors what they’re seeking at that stage? Well, at this point, i suppose we’re talking about people who haven’t given to the organization before, so we’re talking about individuals that you’re trying to solicit, too get them to make a contribution for the first time on dh one of things i care about fund-raising in general is that some of what we generate is is really plan, and if you want to get people to give and you want them to give reasonable sums of money, has to make you feel something logic, leap to conclusions, emotion leads the action on dh fund-raising don’t want conclusions provoc greatest buy-in large one, people take action. Yes. And you’ve gotta get latto feel something if you’re going to stimulate them to give to your organization on dh. Too many particular kind of somebody’s letters in this country, you know, a bland three or four paragraphs in-kind all of my fire. Somebody was on the cusp of making a gift. I could, you know, that’s not gonna happen. You’ve gotta generate materials, the talon emotional story and telling to stimulate that all important first. Okay. Okay. Emotion. It’s. Very intuitive. But we still see a lot of bad practice out there. Yeah, way. Still see a lot of those sort of very bland one page letters signed by the chief executive. Maybe even the picture of the chief executive. When actually there’s a lot to say around the nature of the cause. That could be compelling. I give you one example of a pact. That’s doing the reins again has been around for years, but amnesty international, they sense that a flat pain catch a piece of card with a picture of somebody whose eyes have been gouged. Eight on the strap line effectively says what you hold in your hand is an instrument of torture when you read to your horror that actually why this person’s eyes against that is because some somebody somewhere in the world used the pen on this youngster teo teo, get guy just either and it’s horrible and you knew when you read it and you’re outraged. And of course the pen can also be a mechanism for doing something about it on immediately i get youto feel the anger or feel the compassion for that child i talked you into the corps was you understand why what i do is important at that point. And are you more likely to respond and make a gift? Of course on you know, there are lots of other examples we could talk about that solution is absolutely critical to getting people to get for the first time. That’s a brilliant one. Well, well done. The amnesty, brother, i give you one other from kidney research in the uk there was a cent a pack. I told the story of a little girl. Uh, who has kidney disease on very likely won’t won’t live for many years on the letter that was contained with the picture of this little girl was actually a letter. From her kidney, two little katie apologizing for the fact that, uh, you know, the kidney is not able to do its job and rending little story, but, you know, when you read it, you have given a really strong connection to that little girl, and you feel the heartbreak that her parents must be going through, and immediately you do that if you’ve got kids yourself, you know, you get that lump in your throat when you think, well, goodness, you know, i have to do something about that because that horrible i don’t want the little girls like katie not be hurt. I may be able to have the operation the care they need. My okay. Ah, very touching. Let’s go to aa exploration what’s happening there? Well, at that point in the relationship that they’re kind of getting to know you stage that was taking place. Andi, i know now that there are a number of chances playing very creatively with three d communications. S o you see people less in the us, but in other parts of the world out on shopping malls and high streets with three d headset so that people can experience what? It’s like to be in a school in botswana what it’s like to be in a hospital in northern nigeria or wherever it might be in the world. So you can sort of transport people away for a few moments to be able to see the work that’s being done on the ground. And i think those things are quite powerful here in st pete’s one international aid organization that does that very powerful lee was trains, and it’ll take a trailer to a community, then you can go inside that trailer and you can walk around a school in the developing world, and you can see the kind of experiences that those kids for having so thinking in a very creative way about taking people inside the cause i think is really important, you don’t necessarily need to involve the latest technology. They certainly video pictures that take you into that world, i think, is very important on the other thing i would say at this point is that you might begin to creep some choice in to the kind of relationship that you’re having with individuals i used to when i was teaching this twenty years ago, i’d say, well, it’s, awful people choice from day one. So you you allow people to choose whether they want a hardcopy newsletter. Oh, our digital newsletter or no newsletter, but just appeals or whatever since realized that it’s smarter to wait just a little bit until people get into the relationship so that they could take smarter decisions about actually what they want. Because if you ask me from day one, adrian, do you want a newsletter, then? Adrian is almost certainly going to say no, right? Because newsletters sound boring, and i’m probably not gonna want that, but if you wait, you know, for five months into the relationship, i’ve read your newsletter and actually i realized that this is really quite moving or, you know, the information that there is compelling, and i’m interested, then i’m all like, so no, actually, i’ll continue to receive that. So giving people a little bit of choice of the communications is a smart thing to do in relationship fund-raising logo, but i would begin to creep that in as the relationship begins to develop over time and i’d allow people toe, you know, identify the times of things they want in the frequency. Okay, we’re going to go out for a break. I have to mention then that so the people who attended your early programs, i did not get the they got screwed. It better be better to come to a later adrian sergeant presentation or webinar. If you were doing webinars back then probably not know. Twenty years ago, there was no, there was no web, but but you get checked the guy out now because he’s learned from his own his own research. All right, probably by the time you are exactly what i’m talking, yes, that’ll be brilliant, okay, there’s going to be, oh, it’s gonna be a nursing home. It’s going to get great, great probono advice from you, okay, let’s, go out for a break. Adri and i will talk about the next stage commitment, and then we also got to talk about next steps for you and for adrian’s research. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philanthropy, tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Oppcoll chuck longfield of blackbaud will be on the show next week, a little more about that coming up later on um, i won’t let you know that you can get this research at pursuant dot com slash relationship fund-raising pursuing dot com slash relationship fund-raising pursuing is one of the funders of this research, and thankfully through their sponsorship, i met adrian, and we’re getting this enormously wonderful value on today’s show, so thank you pursuing thank you, adrian. Uh, welcome pleasure, all right, let’s go to aa now, we just have, like, five or six minutes left, so we need to be a little efficient without time. The next stage commitment what’s what’s happening there? Well, in commitment you’re really beginning then, teo buildup, that strong relationship bond with a supporter of one of the things i would be doing much earlier on at the point of acquisition, actually to gather information about the sorts of things that the individual is interested in if you’ve got a non-profit that has four or five different kinds of program or things that are going on, i’d be asking them early on in the relationship which of those things they’re particularly interested. In because if i do nothing else. But i’m going to make sure that when i’ve got something going on in one of those spaces that they’re interested in, that they know about it and have the opportunity to report it, they’re being respectful of people’s interests. I think is a particularly kind of key thing in building that commitment, okay? And that on but comes back to some of what you were saying about giving people a choice. Yeah, if you understand why people are supporting the organization that you know that that’s a powerful thing, you can then use to shake the communication going. Okay, by the way, i created a false sense of urgency, but not deliberately. When i said five or six minutes, i was alone. We have more like nine minutes left, so don’t you got an extra three minutes, so take a nap, and, uh, and then we’ll pick up after a three minute nap. No. What else we got? You can laugh openly, so i should hope you please way need somebody to be laughing thinking that my students would probably appreciate that. Thank you. Pass that on to them, but do it at the end of the class. Duvette the very end of the class. Um, yeah, okay, um, i mean, any more, you’re not good if i pick up on on the notion of commitment, i think one of the other things that the people possibly don’t realize and then came through from from our report is the the value that don’t get from the relationship shifts. A bit of the relationship deepens. So initially, when you’ve got that really powerful, emotional, packed communication that you’re not going to use, people are really interested in the impact on the beneficiary write all about did you do what you said you were going to do and have the impact on that child’s life? Well, as the relationship deepens, the donor becomes at least as much concerned about water impact on the child. I mean, from my sense of who i am, ana, i think you know what we’re talking about them is something psychologists. Call identity and i think that’s going to be the next big thing in fund-raising because it’s a little different from understanding the motives that people have for supporting you, you know, the motives for supporting little katie and her kidney operation, for example, identity is a bit different instead of what motivated used to support the organization that stays you’re asking, what are people saying about themselves when they give? So what kind of person are they saying they are when they support my non-profit adrian york, let me understand that we can begin to shape our communication to make them feel good about being that kind of person. Gen shang, your colleague at the center for sustainable philanthropy, cnt ari was on was on non-profit radio talking about something that this makes me think of she had research from public radio when people would call in to public radio to make a gift, they were greeted with something along the lines of thank you for being a kind supporter or a loyal supporter or a generous supporter, and she had different adjectives and tested different adjectives against outcomes and eyes, particularly among women. The right adjectives would increase. The the women’s giving through the through these phone calls does that sound familiar to you? Yeah, absolutely on what you’re talking about there, of course, is one kind of identity you’re talking about moral identity. Okay, so, you know, a lot of giving might be because i’m saying adrian is a moral person. I might also be saying, i’m a father, i’m a parent, i’m a cancer survivor, i’m a patriot, i’m a liberal i’ma environmentalist, i’ma, i’ma, i’ma on dh when you understand the identity that’s being articulated durney you make people feel good about that, right? Because if they’re going to give when they’re that kind of person lets lets tell him it’s good to be that kind of person and give him the kind of content that really reinforces that i don’t see it makes him feel good remember we said earlier in this conversation, i think you know, one of the things we need to do moving forward if toe worry about hitting the need of our beneficiary, so sure, but we could be at least this concerned with how good we made our donors feel today on one of the keys to unlocking that. Is to understand what they’re saying about themselves when they give tow organization and what that report of us ruling means to the sense of who they are. And i was saying that the relationship deepens people away, so what that really means for them and who they are on dh, we start to be looking for relationships over time to meet some of our hyre orr durney and by that i mean, the connectedness, personal growth, self fulfillment, yes, but what is my support my five years support of your non-profit organization say about my personal growth and how connected i am with people that are important to me and where i am in terms of myself fulfill it, andi, if we start to think about right that there are longer term supporters are maybe we could help them. I can make some of those reflections on feeling better about their support of our organization because actually, when we communicate across more than any other sex er we should really be concerned with maximizing how good we can make our supporters feel ok, adrian, i i have to stop our our substance because we’ve got to move to next. Steps, and we just have a couple of minutes left, and i want to get to both parts of this. So what can a non-profit do with this wealth of information? Well, if you visit, if they visit the pursuant website, there’ll be other download a copy ofthe there really two key volumes to the research? One is lessons from relationship marketing one is less in some social psychology, andi, they could trial some of those ideas for themselves and their fund-raising so that’s the most obvious thing that might be able to do at the end of the call go to the website, haven’t reports and see if there’s anything there that piques their interest try okay. And again, that it’s pursuing dot com slash relationship fund-raising that’s where you’ll find the four volumes. But adrian, you’re recommending the first two as being most valuable sounds like that, but they’ve suddenly covered most of material we talked about today, okay? And there’s a lot of other ideas from social psychology on the other thing that’s so might like to do if they’re in an organization of of a reasonable size, we’re planning on doing a serious of field experiments. Over the next two years. Yes, well worked with a number of non-profit partners, andi blitz there don’t know. Find it too. One half would continue to get the communications that they get. Now the other half would get communications. That being tweaked in some way to help build up foster. That dahna relations. Okay, very quickly. What type of organization are you looking for? We’re looking for organizations that has, um, groups have done those that are above six hundred people. So we’re not looking for organizations that are necessarily massive, but we’re looking for organizations that have a reasonable number of donors in each of the segments they want to study. Time will be willing to work with us bearing the cost of doing those experiments. Okay, we’ll get the impact of that relationship approach on money raised, but also on how good people feel. Okay? Oh, excellent. Getting to the feelings what’s your email address. If people would like to submit their organization or talk to you more about being on in the research. It’s adrian dot, sergeant a d r i n dot es a rg e a n t at plymouth a y m o u t h dahna a si dot uk. Excellent. Adrien, we have to leave it there. Thank you so much, so much valuable information. Thank you. Cheers next week. Lead and matching gif ts with another professor, john list from the university of chicago and corporate. Imagine gifts that’s with chuck longfield, chief scientist at blackbaud. If you missed any part of today’s show, i implore you, find it on tony martignetti dot com. Where in the world else would you go? I just don’t know about that. Responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay crowdster dot com, our creative producer is clara miree off sam lever, which is the line producer. Gavin doll is our am and fm outreach director. Shows social media is by susan chavez, and our music is by scott stein. Thank you for that, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for March 4, 2016: Date Your Donors

Big Nonprofit Ideas for the Other 95%

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My Guest:

Jonah Halper: Date Your Donors

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

 

 


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