Tag Archives: donors

Nonprofit Radio for May 17, 2021: Your Partnerships With FGWs

My Guest:

Esther Choy: Your Partnerships With FGWs

First Generation Wealth creators have different values and mindsets than those who inherited their wealth. And FGWs far outnumber the inheritors. Esther Choy’s research will help you understand these folks and how to build valuable relationships with them. She’s president of Leadership Story Lab.

 

 

Listen to the podcast

Get Nonprofit Radio insider alerts!

 

I love our sponsors!

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

 

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

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

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

Nonprofit Radio for March 15, 2021: Relationships With Funders

My Guest:

Shavonn Richardson: Relationships With Funders
There’s too much transactionalism and not enough relationship building between nonprofits and their institutional funders. Are you a transactionalist? Do you want to walk toward the light of relationship fundraising with foundations and corporations? Shavonn Richardson can show you the path. She’s CEO of Think and Ink Grant Consulting.

 

Listen to the podcast

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

Get Nonprofit Radio insider alerts!

I love our sponsors!

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

 

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

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

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

Transcript for 529_tony_martignetti_nonprofit_radio_20210315.mp3

Processed on: 2021-03-14T02:46:18.637Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2021…03…529_tony_martignetti_nonprofit_radio_20210315.mp3.938601165.json
Path to text: transcripts/2021/03/529_tony_martignetti_nonprofit_radio_20210315.txt

[00:00:13.94] spk_3:
Hello and welcome to tony-martignetti non profit radio big

[00:01:56.24] spk_1:
non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d get slapped with a diagnosis of African trypanosomiasis if you bit me with the idea that you missed this week’s show. Relationships with Funders. There’s too Much Transactional is, um, and not enough relationship building between nonprofits and their institutional funders. Are you a transactional ist? Do you want to walk toward the light of relationship fundraising with foundations and corporations? She, even Richardson, can help you. She’s CEO of Think and Ink Grant Consulting, tony State, too. Podcast pleasantries, reduction. We’re sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot c o. I’m very pleased to welcome shaven Richardson to the show. She is founder and CEO of Think and Ink Grant Consulting. She worked as a program manager for a corporate funder, deploying over a million dollars in grants and sponsorships to Atlanta nonprofits. Now she gets grants for her clients and has successfully leveraged over $25 million in funding. She’s a Forbes thought leader and serves on the board of directors for the Grant Professionals Association. She’s at Shavon Richardson and her company is at Think and Inc grants dot com. Welcome to nonprofit radio Shabaan.

[00:01:57.78] spk_0:
Thank you, Tony. Thanks for having me.

[00:02:02.04] spk_1:
Absolutely. It’s a pleasure. Do you know the shaven Richardson who stole your name from Twitter before you before? I

[00:02:08.81] spk_0:
wish I could hunt her down and get her her Twitter tag. Yeah, that would be more convenient for sure. You

[00:02:17.04] spk_1:
haven’t. You have not threatened

[00:02:18.09] spk_0:
her? Not yet. Not yet. But if you find her, let me know.

[00:02:21.14] spk_1:
Okay, well, we know how to find her on Twitter. She’s Ron Rich. Uh, we don’t like her Shiban Richeson

[00:02:28.70] spk_0:
on

[00:02:36.64] spk_1:
Twitter. So you have the, uh, background of being a program manager. You are concerned that and I obviously you saw this as a program manager that folks are are to transactional, right? They submit these blind applications they don’t have relationships with with program managers like you. You wanna like you used to be. You want to turn that around?

[00:03:20.44] spk_0:
Yes. Yes, yes. I was a program manager at Bank of America Foundation. Oversaw a lot of the, um, grants that came in and sponsorships that would come in. Reviewed applications, build relationships with non profits. And I think my biggest pet peeve was, um, someone committee what we call a cold application without any outreach to our office or any connection or we knew anything about.

[00:03:25.44] spk_1:
So even with Bank of America, we can we can have we can. We can establish a relationship with a person at Bank of America

[00:03:32.19] spk_0:
Foundation that it is doable.

[00:03:36.64] spk_1:
Okay, all right. And I presume the folks with the relationships have a better shot of getting funded, right?

[00:04:11.94] spk_0:
Why are they overall, just in general? We’re talking about any funder, right, whether it’s a corporate funder or a family foundation or any sort of private foundation, the more they know about you and more about your nonprofit organization and more about the really valuable work that you’re doing. Um, they’re more. They’re in a position to make a determination whether they want to invest in support, that the work you do. So it’s all a part of getting to know you. You’re getting to know them and making sure that there’s an appropriate match,

[00:04:40.84] spk_1:
because the program manager is basically an advocate for your grant application, right? If they believe in it, then they have to bring it up. Obviously, it’s certainly a Bank of America, you know, to bring things up to folks, folks above to to get approved funding. So, like, aren’t you? Isn’t the program manager basically the advocate for the grants that that, uh, he or she believes in?

[00:05:25.34] spk_0:
Yeah, well, you know, they can be an advocate, right? It just really depends, because every fund is different, right? So, you know, some funders will have the program managers make the decision as a group as to who gets funding. Sometimes the program managers are in a position to kind of gather all the applicants, maybe writing a summary, uh, what the program is, and then maybe boarding it to a board of directors or a committee or a group of non profit leaders that are responsible for actually making the decision. But either way, a program manager is involved in the process. Um, and the more they know about you, the more that you know, there might be some opportunities for them to be an advocate if it’s appropriate.

[00:05:41.74] spk_1:
Okay, So if we’re thinking about, uh, let’s start with the corporate since you were on the corporate side and then we’ll talk. We’ll talk about foundations to, um, But let’s start with the corporate side. How do you? Well, I guess it starts with research. You’ve got to make sure you’re talking to a corporation that funds the type of work that you do in the area where you are, right. So it starts with good research,

[00:06:58.04] spk_0:
especially research, you know, especially large funders, large corporate funders to get a lot of emails and calls from everyone right about different things. But if you just start with going to their website and learning more about, they’re giving priorities. Every corporate funder has given priorities or their focus areas on their website. You want to make sure that the work that you’re doing is in line with one of those focus areas so that you’re not reaching out to a funny to say, Hey, do you support this really cool thing that I’m doing when it’s already very clear on their website that they do or they don’t all the times they’ll have, like a little survey of yes or no questions to see if you’ll be eligible to apply, so that’s that’s the first step. The next step would be kind of, um, the outreach, right? Some will say, Hey, we don’t have the capacity entertained phone calls. If you want to engage with us, please send in a l O I, which in our industry is considered a letter of intent or a lot of interest. So that’s just a quick summary of your program for them to get to know you. Others have just a general inbox, um, email that you’ll find on their website. If you have questions, you know, here is a way to contact us. So those are kind of like the first ways to start connecting with a potential corporate funder and build a relationship.

[00:07:11.57] spk_1:
If there one that’s willing to take calls, you, uh, you pick up the phone and what do you say?

[00:07:18.84] spk_0:
Well, I say they were at least I can say, at least for our clients that it’s a very strategic conversation we actually plan. Yeah, just don’t pick up the phone calls. They take calls school. I mean,

[00:07:33.94] spk_1:
let me chat them up about my work. Okay, So what do you think What are you planning before you before you do pick up the phone?

[00:09:00.44] spk_0:
Yeah. So if everybody gets on the phone, it’s always good to have at least one or two people that you’ve connected with, um, as far as their contact information. Right? Because folks leave, folks come and go all the time. So the one person that you’ve connected with, if they leave, then you’re you’re kind of out of luck. So it’s good to have, you know, to contact, right? Um, if you reach out via telephone to arrange some time on someone’s calendar or via email, I would always say limited to 15 minutes, right? They’re busy people. And in that 15 minutes, you have a clear understanding of what you’re talking about. Oftentimes with our clients, these unscripted conversations that we plan, we’re not scripted word for word. But we do have a strategy as far as what we want our clients to share during those conversations and really stick to it. Um, in the end, leave a few minutes for any questions. Um, always end with a like a follow up like, Hey, you know, how can we stay connected? Is it okay if I, you know, seeing you a letter from a person we just recently helped, or how can we stay connected and and And that’s a start, right? And to keep it a warm connection, right? Figure out ways to keep them engaged, to always keep my breast of the work that you’re doing. And I think the key point is to do this regardless. If there is a pending grant deadline, do this when there’s no grant deadline, right?

[00:09:28.64] spk_1:
I was gonna ask about that. Okay, So there’s no, there’s no even grant deadline yet. You’re just opening the channel before so that you’ve you’ve made the point in a couple of your blog posts or videos that, you know, don’t wait until two weeks before a deadline. You try to open a conversation, you’ve you set yourself up like maybe not definitely for failure, but you’ve You’ve made it a lot harder on everybody. So So this is before there isn’t even a day before There’s even a deadline posted.

[00:09:48.24] spk_0:
Exactly. And you know, sometimes if you do this work without a deadline, sometimes when a grant does come down the pipeline, don’t reach out to you and they’ll say, Hey, you know, we’ve been talking for the last six months. I think this is a good opportunity for you. Check it out and they’ll just forge you an opportunity. And that’s that’s even better, right? Because that means that your top of mind for them,

[00:11:03.44] spk_1:
it’s time for a break. Turn to communications. You know, the relationships that turn to has. These are examples. Examples. The Wall Street Journal, The New York Times, CBS Market Watch, The Chronicle of Philanthropy. Those are the biggest. They have others, and they’ll make others others where you belong, where they can help place you so that when there’s a news hook that you belong in, they know who to call. They’ve got the relationships relationships. That’s how you get yourself positioned in the media that you want when you want it there at turn hyphen two dot c o. Now back to relationships with funders. You see the symmetry here you see, you see how it’s all connected with the relationship theme transcending. It’s resplendent with relationships. Unbelievable. So in that phone call or in these series of calls, as you’re keeping in touch with them, you’re trying to show them how your work aligns with their funding priorities. I mean, especially in that first. Like you said, a 15 minute phone call. You’re trying to hook them into what you do and how it overlaps with what they fund, right?

[00:11:19.94] spk_0:
Exactly. And I think when people go wrong is that they just they’re just so excited just to share all the work that they’re doing and they make it about them. But you know, these social, corporate friends, this is not altruistic. Giving is like it’s a reason why they’re investing in you is because you’re aligning with what they need to do. So always to keep the funder in mind and making sure that you are aligning to what they are looking for.

[00:11:46.94] spk_1:
And then over time, as you’re keeping in touch, is it okay to email them when you maybe have a big success? Or I don’t know, uh, email them announcements. Maybe about a couple of new board members. I mean, is that kind of stuff appropriate? Is that is that a good way to be keeping in touch with them?

[00:12:00.54] spk_0:
Exactly. Right. Exactly right. Press releases, uh, update new things that are happening. That’s always good to kind of keep them in loop. I discourage people from including them on your mass newsletter distribution list. Um, that’s a big no, no, definitely any personalized communication. If you want to extract information from your newsletter, that’s fine. But let it be personal. Let it be from the executive director. Uh, I know I personally have small when I’ve received stuff in the mail. Like I’ve received pictures of those that we’ve helped with a little handwritten letter in crayon. Hi. Thank you so much for the grant. That’s a tear jerker. And a lot of times I would put them up in my office. I was just going to say

[00:12:43.05] spk_1:
that. I bet you put them up

[00:12:44.01] spk_0:
in your office. I put my office

[00:12:45.78] spk_1:
crayon letters from, like, a seven or eight year old.

[00:12:50.24] spk_0:
Yeah, put them up in my office and, you know, there you go There on my mind. 3 65. So, um, getting something in the mail, you know who gets stuff in the mail anymore, right? So it would stand out. I’d say, Wow, it’s a package on my desk. What is that? And it really made a difference. So anyway, that you can engage them, whether mailing something or be email not too often, but when you really feel like there’s something significant that you’d like to share,

[00:13:50.94] spk_1:
so it’s not really that uncommon. I mean, it’s not really that different than keeping in touch with individual donors, you know? All right, So you’re saying you know, you wouldn’t include them on your in your e newsletter mail list? Okay, that’s that’s an exception. But you know, your major donors, like you’re inside individual donors, you keep in touch with them. You build relationships with them for when the time comes that you are going to be asking them. I mean, these are all strategic relationships. They’re not like you said. They’re not altruistic. Uh, you know, there’s a purpose behind these, but it sounds parallel to individual relationship building.

[00:13:54.74] spk_0:
It is okay. It is very parallel, and it’s so odd. I know I know a lot of fun reasons that are like, really good at engaging with individual donors, and I tell them like that that’s just not my jam. And then I think about it like, but there’s really a lot of like you could really apply to say, strategy. So that doesn’t mean that, uh, you know, it’s it’s necessarily a difficult thing. It’s just you just have to do it right? Like how it with a strategy and apply it

[00:15:11.54] spk_1:
because even Bank of America is made of people. Yeah, right. I mean, you’re you’re a person. You have feelings you like to be kept in touch with. You know, you like to get warm, soft, fuzzy, You know, things in the mail, like you’re saying so. You know, even Bank of America is made of people, so connect, connect on a personal level. All right. All right. So then let’s just follow that that relationship through a little bit. So now let’s suppose there is a grant application deadline Now it’s I don’t know how. How far in advance do we find out about these things? Like, three months or six months? Random varies. Okay. All right. So you find out now there’s an application. Three months, three months. You’ve got three months, but you’ve got a relationship with the with the company. Um, what do you do? You pick up the phone and say, Well, you know, can I apply or do you You just apply or you can leverage. How do you leverage your relationship?

[00:15:14.20] spk_0:
You pick up the phone, you send an email. Hi, Sally. We just saw that you guys have in our p available or a great opportunity available. And it’s due in June. Whatever. Whatever. We’re definitely interested in applying. This is the program that we’re looking for funding for. What do you think? Do you think this would be a good fit? Thank you so much for your time. I know your time is super, super precious, and you’re super busy. But thank you for your time. And any insight that you can provide will be very helpful.

[00:16:06.54] spk_1:
Okay. Okay. Um and then you go ahead. I mean, you got to follow. You gotta follow all the details. You make the point somewhere that if it says font size 12 and you do font size 11.5, you’re putting yourself at risk. Exactly. Okay. And then your work, of course, is preparing. You know, you gotta get budgets and referrals, and you gotta You gotta follow the follow all the guidelines.

[00:16:28.04] spk_0:
Yeah, well, a lot of our work, we’re unique at thinking and great consulting because we cover all aspects of great seeking from beginning to end. Uh, we do the nonprofit consulting to strengthen your organization, so you submit a strong proposal. We do, the research will go and find a good opportunities Will do the actual writing what you’re referring to. And we actually do the evaluation support. So we’ll evaluate the program. Um, at the end of the program, a lot of nonprofit leaders have to form four different relationships just to get all of that done. Um, but our team actually has people on staff to do all of those things, So we make it really easy for nonprofit leaders.

[00:16:52.04] spk_1:
We were talking about grants, grant application, But how do how does it vary if it’s if it’s sponsorship,

[00:18:04.34] spk_0:
uh, sponsorships? It’s And it’s weird because it’s changing with sponsorships. Before, It used to be just a marketing spin, right? It was awareness, and I’m talking about corporate funders. It was just bringing awareness to a brand, right, Um and it was tied to kind of like, you know how many people are going to see us and you know, the quality of the target market that we’re engaging and all that and I find that, like, sponsorships are getting more like grants now, like they want impact. They want, um, outcomes and objectives and all of that. So they’re kind of like a hybrid, so to say. But grants are definitely just, um, very structured. Just the classic K. You know, what is your mission? What is your program? What is your budget? What you’re hoping to achieve? How are you going to measure success? The application for a sponsorship, I would say, would most likely and again these lines are blurring, not be as intensive, although they do vary by thunder. Um, but, um, yeah, so I would say that they, for the most part not as intensive. But I find them getting a little more intense as far as asking very similar related questions.

[00:18:17.34] spk_1:
Are you seeing a lot of companies that want employee engagement as a part of sponsorship agreements?

[00:19:12.94] spk_0:
Absolutely. So the employee engagement pieces key and what that looks like is having employees opportunities for employees to come out and volunteer with a non profit organization. Or sometimes it’s the exact opposite. There’s some corporate funders that won’t even give to your nonprofit if it isn’t recommended by an employee or former employee is not, you know, um, active on the board or volunteering, or that they will see kind of employee recommendations before they give or give a preference. Or sometimes they’ll even be a question. They’re like, Do you have some of our employees that are engaging with your nonprofit like, What is their role? And a lot of those questions are optional, but some, um, won’t even give unless it’s like referred to employees. So employing instrument is key. And I think a lot of nonprofits overlooked at because that is something that corporate funders value. But sometimes nonprofits don’t always have the capacity to engage

[00:19:46.34] spk_1:
right, You know, if it’s a sizable company, I mean, they want maybe hundreds of employees engaging in a volunteer capacity or like I’ve heard of, you know, maybe stuffing backpacks or, uh, if it’s, uh, it’s a soup kitchen or something, you know, then then there’s ability for cooking and serving and an administrative work as well. But it could be like you’re saying. I mean, it could be a capacity thing like you just you may not have the capacity to manage the number of employees that they want to have volunteering.

[00:19:56.84] spk_0:
Exactly, because, I mean, you need a volunteer manager. You need to you know, it has to be a good experience for the corporate sponsor.

[00:20:28.84] spk_1:
All right, So you you got to manage capacity to think about what’s appropriate. But on the other hand, you know, it could be a small It might be a small local company where, you know, maybe they just have, like, 20 employees, and they want to send half of them, you know, once a month to spend five hours or something. So maybe you can Maybe you can accommodate 10 employees for five hours twice a month. Okay. Think about. All right. Um, what do you What do you say you mentioned the l. A y. The letter of inquiry or interest? What do you What are you saying in an l O I

[00:21:37.64] spk_0:
so L o I, um some some funders will give specific instructions on how to respond. It’s almost like a mini grant, right? Um, others are just kind of open ended. Like, hey, just send us an l o I. And so for the open ended alloys, usually it’s just a brief summary of your organization when I say brief, I mean brief. It is not. A whole historical layout of your organization is very brief just to give them some contacts for you to start talking about your actual program. So once you give a brief overview of your organization, give a brief overview of the project very succinctly and talk about how your project can potentially in line with a lot of the great work that, um, the funder is doing. Depending on who the front er is. You know, you may want to end it with, you know something to to make you stand out or really aligned with what the fund is looking for. But in essence, that is what l. Y looks like.

[00:23:39.04] spk_1:
It’s time for Tony’s Take two podcast pleasantries. I’m enjoying sending the podcast pleasantries, which at times have been podcast pleasantries. But they’re not today. These are the ones that have survived the pleasantries because, you know, it makes me nostalgic for the studio days when there were live listener love, affiliate affections and podcast pleasantries. Yes, the Studio days with Sam the podcast pleasantries are the only ones that survived. Uh, the other audiences, uh, Well, I cast off. It’s not that they not that they departed. I cast them off the podcast pleasantries. And I mean the affiliate affections and the live listener love in that order. So I’m I took the initiative. And what remains is our biggest audience. The podcast audience. You? Yes. You listening right this minute. I’m sending pleasantries to you. I’m grateful you’re a listener. How much plainer can I make it? And I don’t know. Yeah, I’m enjoying sending these podcasts pleasantries. They may end. I’m not sure. I’m not sure when the podcast pleasantries will end. Let’s just Let’s just go with it. See how it feels. Weak, Too weak. I think that’s the the best strategy not to make any commitments, long term or otherwise. Pleasantries to you, our podcast, listeners. Thanks for being with me. That is. Tony, take two. We’ve got Boo Koo, but loads more time for relationships with funders with shaven Richardson. Let’s go back to where you You are submitted your grant application. Now you’re waiting. Mhm. Mm. Can you leverage your relationship that you that you have with the with the funders to ask? How was it received? How does it. Look, What am I? What are our chances Look like, What can you do after you’ve submitted the application? Hopefully by the deadline. If you didn’t make it by the deadline, you’re

[00:24:31.74] spk_0:
out, right? Yeah, exactly. They hold fast to the deadline. I would say. I mean, this is very a really difficult question to answer, because while an application is being reviewed, you don’t want the appearance that you’re trying to sway a prog program. Managers mind or influence it while it’s pending. So oftentimes, um, if you check in, they won’t respond because they’ll say we’ll get back to you after X y z deadline. And that’s it. So for some, it’s it’s sitting. Wait, Um, if you’re fortunate to have some type of in and get some insight, then that that that’s just pure fortune because you definitely want to have the appearance that you’re trying to influence or get a ahead while they’re in the process of reviewing applications.

[00:24:45.92] spk_1:
Okay, so the decision is supposed to be made based strictly on the application

[00:25:14.14] spk_0:
at that point. Yeah, because, you know, it’s it’s a competitive thing, right? So, you know, you can ask all the questions you want prior to submitting, right? Build all the relationships you want. Um, once that deadline hits, they have all the applications in, um, they’re in the process of reviewing the applications, so you almost have to allow that to go. But if you do find someone that says, Hey, I was in the room and it gave great feedback or with the face to it, like that’s just that’s just a blessing, because that that definitely doesn’t happen.

[00:25:45.74] spk_1:
Okay, Okay. So don’t don’t don’t overreach like then you’re then you’re taking advantage of the relationship, and that’s obviously a negative. Okay, um but it sounds like you would encourage folks to to definitely be in touch during the application process while you’re if you’re not sure about what, How to answer a question or, you know, as you’re preparing the application, it’s it’s fine to be in touch,

[00:26:20.74] spk_0:
of course, and I would even take it a step further. I would even say, Don’t submit an application if you have not had some type of outreach or connection with someone in the office. I mean, really like like we call it submitting a cold app, just submitting it blind you’ve never had a conversation with anyone in the office, there’s no connection. The most likely look at you and they say, Well, who is this person? All right, Well, maybe we want to prove it now because we need to get to know them better. Maybe they will reapply, and we’ll consider it then. So I would definitely say before you even think about submitting an application to have some type of connection, some type of outreach with the thunder. First,

[00:26:38.04] spk_1:
let’s switch to the the private foundation side. Is it very different relationship

[00:27:59.94] spk_0:
wise? I think it’s the same relationship wise. I think access and capacity is different. Uh, there’s some foundations that have, um, our all volunteer led. They don’t have paid staff, right, So you may not be able to get someone on the phone to talk to. They may have board meetings once a quarter, Um, and you just have to submit and wait till they meet, right? And so the capacity is limited, But then you have other foundations that are very, very friendly and very open to talking to people and encourage the outreach and have the time and the resources available so It depends on capacity. I know that covid and working from home change things a little bit as far as capacity. Uh, you know, before we might have been able to get, um, folks on the phone when they were in the office. But now that their home, it’s like, um, they have a bigger workload now because of shifts in, you know, staffing and different things that have changed. So getting someone on the phone might be harder, because now they have so many applications to manage, right? Because every nonprofit needs money, especially now in the middle of a pandemic. So, you know, maybe when they were in the office, people endemic, they might have had some time to have a conversation with you. But now that they’re working from home, they might be down a staff member. They have more applications. Their capacity may not be the same.

[00:28:20.04] spk_1:
All right, so yeah, I guess you would start with the website to try to figure out whether they accept calls, right? And inquiries by phone, like you were saying on the corporate side. But after that, just I mean, if if the website doesn’t really say, just reach out and try and see what see what happens.

[00:29:23.14] spk_0:
Yeah, and I will also say not to to make it more complicated. There’s some foundations out there that don’t have websites. No way to connect with them. Um, you might get a phone number, right? Like there’s foundations that don’t have websites. And so that’s why sometimes beyond just your normal a Google search. Um, sometimes I will say, you know, go to a great writing firm or nonprofit consulting firm. And if they’re willing to do some research for you, um, go that route because I know we have, you know, just relationships with funders and people who worked with that don’t have websites. But we have, you know, the connection there and were able to kind of, like, you know, make an introduction or do something, and we have our ways of finding out who sits on the board and you know how to make those connections. And so, you know, try to do as much as you can on your own. But I would always say, like if you need help, like, don’t be afraid to kind of reach out for help, especially if it’s one time support, right to get of insight on opportunities are available out there and the relationships that you need to build.

[00:29:54.74] spk_1:
Okay, Yeah. A foundation that doesn’t have a website. Sounds pretty closed. I mean, they’re not even They’re not even telling publicly what their funding priorities are. So you have to drill down and do research. What about the, um Well, it used to be the foundation center. Now, is it candid the the, uh, the service that they have, which is a subscription service for grants for foundation research? Yeah, F c. I forget what it used to be called FC Something

[00:29:58.78] spk_0:
etcetera online

[00:30:08.24] spk_1:
foundation center online is that? I mean, I know, I know listeners have to subscribe to it, but is that a valuable, um, research tool?

[00:30:15.94] spk_0:
Absolutely. A lot of those those foundations. Um, some are have websites, some don’t. Right. Um and so using as a resource, you can always pull up the funders they linked to nine nineties. So you’ll see an address and a phone number and a list of board directors. And there’s a lot of insightful information, so that’s definitely a good resource.

[00:30:42.34] spk_1:
What about on the federal funder side talking about a federal agency. What’s the relationship building like potential there?

[00:30:48.34] spk_0:
Yes, that’s a good question. So it’s kind of different, right? It’s not as, um personal as far as sending emails. Hey, this is what we’re doing. It’s more informational. And so every foe. And that’s the opportunity announcements for federal grants, mainly. Yeah, we

[00:31:08.73] spk_1:
have. Sorry. What the heck is a PFOA

[00:32:25.64] spk_0:
federal opportunity announcement? You’ll hear it reference that you’ll also hear RFP but this RFP saying for I don’t know. Sorry, guys. Yes. Okay, so, um, so with that, you will always see a list of everything you need for the grant. What to include? How to submit. Um, and usually will have multiple documents sometimes. Um, if you go to their website, you’ll see frequently asked questions. Always attend. The webinar always have the opportunity to ask questions during the webinar if you didn’t attend a lot of times to have replaced. So it’s good to attend that first. And I say this because they always have a contact of a person to reach out to. If you have questions, you want to be able to reach out to that person. If you have questions but asking questions in a way that you’re kind of sharing more information about what you all are doing and building a relationship that way, like having a person that you can go to to ask questions. The reason why I heavily recommend reading the RFE in its entirety and listening to the Webinar because you do not want to ask questions that have already been answered. I don’t like that they don’t like that. You’re not demonstrating that you’re listening or paying attention or doing anything right. So having that person that you can ask questions is away. I mean, I don’t want to use the relationship, but it’s a way that so that they know that you’re serious, right?

[00:32:45.14] spk_1:
It’s a more professional. It’s more. I mean, these are all professional relationship, but this one’s a little more arms length.

[00:32:46.94] spk_0:
Yeah, more arms lane.

[00:32:48.64] spk_1:
Okay.

[00:32:49.23] spk_0:
Yeah, no sending. You know, emails of the latest updates. Like, you know, none of that. Nothing in the mail like it’s a professional relationship for sure.

[00:33:26.14] spk_1:
Okay. Okay. Um let’s see what happens when, uh, when you get turned down? Suppose you have the Suppose you have the relationship. I don’t care whether it’s corporate or private or federal, well, federal. You have some kind of relationship, but whatever you get turned down, But you do know somebody at the at the thunder you’re you call sobbing, you’re not sobbing, but you’re disappointed. You know what? What do you What do you recommend when you get the rejection?

[00:34:15.04] spk_0:
Yeah, well, you know being rejected is never easy. It’s often disappointing. I say that that that’s an opportunity to position yourself for your next wind, right? Um, I always ask for feedback on the application and some things that we could do better to strengthen application next time. I think that’s very invaluable to get that sort of insight and be able to resubmit. But taking consideration, the insight that was shared and also just, um, keep on applying for other grants. And I’m going to speak to the emotional piece because I think sometimes it discourages nonprofit leaders to a point where they lose their steam right, and they don’t want to keep applying. But I will say rejections do happen. Um, keep applying to the next great opportunity, see it as a learning lesson and see it’s an opportunity for the funding to get to know you better, and for you to get to know the funder better and just be more aligned with what they’re looking for.

[00:34:39.34] spk_1:
Okay, so it’s it’s good to reach out and get the feedback.

[00:35:52.54] spk_0:
I’m not. And with federal grants, I’m just going to add this. Um oftentimes, reviewer, um, well, provide comments on the proposal and know that you can always ask for those comments. Okay. And that’s feedback as well. So that’s how you get feedback for a federal grant for foundation grant. It’s Hello. We received the decline letter. Would love to get any feedback that you can provide to improve our chances for applying in the future or to be better line now. You may not always get a response because, especially with corporate funders, um, you know, they don’t ever want to put it out there like they’re giving one non profit and advantage over another. So sometimes they may just say if they do reply, they’ll say, Um, yeah, you know, you didn’t make it. You know, here’s the link if you want to apply it in the future, and so if you don’t get a response, don’t be surprised, but definitely try to get some insight. Okay?

[00:35:53.54] spk_1:
And you might have that relationship. Is it okay to pick up the phone to the person that you have the relationship with and ask them? That’s not overreaching it?

[00:36:05.03] spk_0:
Not at that point. It’s already been decisioned. Okay, Okay.

[00:36:08.33] spk_1:
What do you want to spend a little time talking about? I’ve been asking all the questions. What? What do you think? Relationship building wise. Haven’t we talked about that? You want listeners to know?

[00:37:10.43] spk_0:
I just want to emphasize the importance of doing. And I know that nonprofit leaders, executive directors, those that sits on sit on boards your time is stretched and we understand that, and we know it and there’s so many competing priorities. But I do recommend for nonprofit organizations to have a relationship building strategy. The top 20% of the folks on your list that you want to reach out to this year and focus on that 20% have a strategy in place. And it’s not only just calling and emailing, but also engaging in person when we’re able to write in the community right? That’s another way to build relationships and have those authentic connection. So I know it’s definitely sometimes not easy because there’s so many responsibilities. But it is definitely, definitely important. And it will take you much further than what you think.

[00:37:17.83] spk_1:
You practice yoga, right? Do does your Does your yoga practice inform your work? Is that impact your your work?

[00:37:48.73] spk_0:
I will say it keeps me ballots, right? Like I think everyone and I encourage nonprofit leaders and business owners alike to find something that keeps you balance. Because writing France, uh, is sometimes can be really stressful, right? It’s It’s a high pressure, deadline driven industry. Very cerebral. I’m fortunate I’m an introvert. So this this works very well for me, right? I am. I’m in the right profession for sure. Sound

[00:37:57.66] spk_1:
like an introvert?

[00:38:03.42] spk_0:
I don’t. I am. I am an extroverted introvert. That

[00:38:15.82] spk_1:
sounds a little a little oxymoronic. What is an extroverted introvert? You are one. But how do you It depends on the setting. Is that like you? If there’s a microphone in front of you, then you’re an extrovert. But if you’re at a party, you’re an introvert. What? How does that work?

[00:39:06.82] spk_0:
Well, what it is if you’re an introverted person you refuel yourself by doing introverted activities. So if it’s being by yourself or reading and writing, that’s what you reveal yourself. And then when you do extroverted activities, it drains you right. You feel like you have to kind of come back to your reading and writing to refill yourself. Extroverts are the exact opposite. They reveal themselves by interacting with people and talking and began doing things. And then if they’re doing something that’s like, quiet and reading a book, it drains them. So you really have to identify what drains you and what feels you and I know being introvert fuels me, and I do like doing extroverted things. But when I do them, I am completely a exhausted. If I’m speaking somewhere, I have to plan, uh, the next morning to just decompress and do some yoga and some introverted activities to kind of re fuel myself. Before I kind of get back in the mix of things

[00:39:20.82] spk_1:
you ride horses to.

[00:39:22.75] spk_0:
I do

[00:39:24.72] spk_1:
so that’s another. I guess that’s an introverted active right. That’s a solo. I mean, you could be just one of the person or something, but that’s pretty much a solo activity is,

[00:39:43.22] spk_0:
you know, and I look at the things that I do like to do, and they tend to be so activities. It’s just This is very strange, although I I like people. I have a great team, were really well connected. But I do know that I enjoy horseback riding and yoga and doing things like that.

[00:39:47.22] spk_1:
All right, the extroverted introvert. I understand now. It’s what you get, which you derive their energy from exactly. Okay, so now you’re exhausted talking

[00:40:06.41] spk_0:
to me for a No, I’m good. I think this was This was good. This is a nice balance for me. I think. You know, if I was doing a keynote somewhere, I’d be totally exhausted. That’s different. Yeah,

[00:40:09.13] spk_1:
non profit radio is not exhausting. No,

[00:40:11.36] spk_0:
no, it’s good.

[00:41:05.21] spk_1:
Thank you, Stephen. Thanks very much for having us. Sheldon Richardson. She’s at Shavon Richardson, and the company is at Think and Inc grants dot com Next week, Jeanne Takagi returns with Build Your best Better board, Bud. Maybe we’ll leave out the bud. That’s sexist. Keep that. Keep the butt out. It’ll just be build your best Better Board and Jeanne Takagi, always a pleasure to have him look forward to that. That’s your next week’s show. All right, if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot c o. Our creative producer is Claire Meyerhoff Shows Social Media

[00:41:08.33] spk_3:
is by Susan Chavez

[00:41:09.70] spk_0:
Mark Silverman

[00:41:17.31] spk_3:
is our Web guy, and this music is by Scott Stein. Thank you for that affirmation. Scotty, be with me next week for nonprofit radio. Big non profit ideas for the other 95% Go

[00:41:38.31] spk_1:
out and be great. Mm, yeah.

Nonprofit Radio for February 22, 2021: Listen Closely

My Guest:

Emily Taylor: Listen Closely

If you want to know what folks are thinking, interested in and motivated by, you need to listen to your donors, volunteers, advocates, employees. How do you get to the answers to listen to? Emily Taylor talks. We listen. She’s principal of teenyBIG.

Emily has a free paper for you, “5 Questions to Ask Before Spending More Marketing $$.” It’s here.

 

 

Listen to the podcast

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

Get Nonprofit Radio insider alerts!

I love our sponsors!

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

 

Dot Drives: Raise more money. Change more lives.

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

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

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

Transcript for 526_tony_martignetti_nonprofit_radio_20210222.mp3

Processed on: 2021-02-20T01:51:59.019Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2021…02…526_tony_martignetti_nonprofit_radio_20210222.mp3.561317311.json
Path to text: transcripts/2021/02/526_tony_martignetti_nonprofit_radio_20210222.txt

[00:01:45.84] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d suffer with hereditary angio oedema if you swelled me up with the idea that you missed this week’s show. Listen closely. If you want to know what folks are thinking interested in and motivated by, you need to listen to your donors, volunteers, advocates, employees. How do you get to the answers to listen to Emily Taylor talks. We listen. She’s principle of teeny Big Antonis. Take two a webinar or two were sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo and by dot drives Prospect to donor Simplified. It’s my pleasure to welcome Emily Taylor to non profit radio. She is principal of teeny big coaching nonprofits to meaningful e engage their audiences through human centered design. Her prior experience is in nonprofit management and industrial design. The company is that teeny big dot com and you’ll find Emily on LinkedIn prominently. Emily Taylor. Welcome to the show.

[00:01:47.64] spk_0:
Thank you, tony. Happy to be here.

[00:01:49.53] spk_1:
I’m glad. Let me ask you a question and I’ll bet nobody’s ever asked you. Did I pronounce your name correctly?

[00:01:54.24] spk_0:
Yes, yes, I’ve definitely lucked out with the easily pronounceable name.

[00:01:58.94] spk_1:
Excellent with martignetti. You know, uh, nobody ever asks, and they always mispronounced, but I’m always careful. But of course I

[00:02:05.24] spk_0:
Yeah, I’m married into a more common name. So it made things easy for me. Yeah,

[00:02:20.84] spk_1:
it’s easier to spell. Easier to say now. Industrial design is always interesting to me that I always think of like commercial design, like Cheerios boxes. But But that’s not That’s not strict. That’s not industrial design, really, is it?

[00:02:44.44] spk_0:
It actually is. It’s not the greatest name for a career path, but but it’s designing of products, you know. It’s the people who decide. You know what your cereal box might look like, but also your phone and your car on and, uh, you know, pens and pencils, just everything.

[00:02:46.46] spk_1:
Everything around us has design features to it. And of course, someone else was

[00:03:00.14] spk_0:
inside. You know, someone who decides how they make it, and that’s the engineer. But industrial designer really decides what it looks like what it communicates and how people connect with

[00:03:02.83] spk_1:
it. Okay, well, that I mean, there’s different principles around bookshelves than around iPhones. IPhones A little more complicated, little more complex. What? What did you industrially design?

[00:03:39.14] spk_0:
Most of my career was spent in packaging. So packaging really? And you know it Tze telling you what’s inside of something and you know why you want to pick it up and buy it on DSO Really? I like to think of packaging is an analogy for a lot of stuff. You know how we present ourselves to people have nonprofits present themselves to each other. It’s all a package that someone could gets a sense of before you dive in. Further,

[00:03:43.84] spk_1:
My favorite package packaging comes from Apple computers.

[00:03:48.05] spk_0:
I thought you were going to say that

[00:04:07.74] spk_1:
they’re so elegantly, uh, like the phone. You bet. It’s like on a pillow. I mean, it’s a piece of some material, which is not exactly cardboard, but it looks to me like it’s on a pillow and it’s wrapped in a gentle little plastic sheath. And the the power cable is is perfectly coiled, with a little little tie holding it. I mean, it’s incredible.

[00:04:38.44] spk_0:
Yeah, it is what we call the packaging experience on. And that’s really you know, if you imagine opening that up and having all the pieces jumbled out, you’d be really confused of what to do. And so, um, you know what I’ve been trained to do is think of things as a process. And how do you present information in a staged way So that someone gets it? Someone’s excited about it. Yeah, they can, you know, enjoy the joy. What’s inside?

[00:05:01.94] spk_1:
Okay, excellent. And you’re you’re you’re making a segue. Thio listening. We’ll get there, we’ll get there. Um, but yeah, you You wanna, you know that it’s your first impression. It’s the way the box looks before you even open it before you see just seeing it on a shelf, whatever it is. But then but then you I mean, you’re doing packaging, so there’s also security like you gotta hold the thing together. You don’t want it shaking in the box or whatever it was that you were packaging.

[00:05:16.34] spk_0:
Yeah, you don’t want people stealing it. You don’t want to toe fallout, get too hot while it’s shipping, there’s there’s a lot of different elements thio crunch into that beautiful package. Okay, cool.

[00:05:22.80] spk_1:
And then you move Thio Nonprofits?

[00:05:46.24] spk_0:
Yeah. So I was able to make a lateral shift where I moved, um, took my industrial design knowledge and ran a nonprofit called Design House where we worked in revitalizing local manufacturing, using design, and so we would run workshops on dhe. That was really my first forefront until, like, living in a non profit space versus just volunteering.

[00:05:58.74] spk_1:
Okay. And where’s the interesting listening and engaging with audiences on on that kind of level? Where did that come from? How did you get interested in listening?

[00:06:02.42] spk_0:
You know, I

[00:06:03.81] spk_1:
have developed interest in listening, right? I

[00:06:06.04] spk_0:
mean,

[00:06:07.14] spk_1:
what little But let’s problem where six minutes in. Let’s look what?

[00:07:16.94] spk_0:
Let’s stop listening. Um, well, I I grew up is a very kind of shy and awkward child, and and so I found, but I was really interested in people. And so I found that listening to what other people were saying and figuring out how to connect what I wanted to say and due to that really helped me. Um, you know, figure out how I could connect with people. I almost had you know, analyze it versus it, coming naturally, and so that that has allowed me to really listen in a way that I think not everybody does is I’m really looking for the words people are saying and asking them why they think that way s so that I can understand the context of where they’re coming from. And you know, whether it’s a cultural difference or or just, you know, a difference in in personality. It allows me to like bridge that gap and see where people are coming from so that I can then communicate what I want to to them.

[00:07:19.04] spk_1:
Interesting. All right. It’s very It’s very personal for you, too.

[00:07:41.64] spk_0:
Yeah, yeah, it’s It took me a while to really, like, make that connection back to That’s where it came from. Um, but it’s fun. I always love just, you know, connecting with people well, in the past, in cabs. Or, you know, at the train station you just start up a conversation and and here where people are coming from, because it’s always a totally different place,

[00:07:49.84] spk_1:
we’ll be in cabs again. We’ll be in. Captain, it’s coming. It’s coming. Where you coming from, where you taking. Used to take cabs and trains. Where are you?

[00:07:59.54] spk_0:
I’m in Chicago. So we’re about 2 ft of snow in. Yeah, Okay,

[00:08:13.74] spk_1:
so let’s Tze talk about listening. So we were kind of already kind of touched about it, but, you know, like, why it’s important. But, you know, we’re talking about user research. Why should we? Why should we spend time on this?

[00:08:49.64] spk_0:
Yeah, it’s it’s really important. Tons of for profit companies are doing this, you know, everything that comes out of Starbucks And we mentioned cabs with uber like they’re constantly listening to people and getting ideas in front of people and and hearing the reactions to them. And people are just getting used to having these very customized experiences. And it it connects to nonprofits to people have, once you have those expectations, you have those with everything you do. So

[00:08:50.53] spk_1:
s So how are companies doing this give give a couple of examples?

[00:09:30.24] spk_0:
Um, they’re doing focus groups. They’re they’re interviewing people. They’re putting out surveys. They’re also running, testing, you know, they’re getting prototypes out in front of people. Um, they’re having, you know, influencers work with them to design products. It’s all things that concerned a little overwhelming and expensive on DSO. That’s where I think, trying to bring those the most important elements of those two non profit. So it’s not not a huge cost barrier on, you know, and finding ways to listen in the way you can.

[00:09:32.67] spk_1:
Okay, But I interrupted you when you were describing why this is important.

[00:10:52.84] spk_0:
Oh, yeah, well, you know, it’s it’s important because people are are used to having. Like I said, having these, um, being more targeted and not just following whatever a leader says eso it’s is part of human to human centered design. This is part of the experience of being let’s top down, um, or bottom up, how can we, rather than having a leader that has a vision and everyone follows it to be thinking about, um, yeah, gathering the pulse of the people that were working with and using that to ladder up to the decision making. It’s not to say this is a you know, everyone needs toe to make a decision for all but toe have that input. And I think it’s really important this year because I cannot remember a year where it is so unpredictable what people are thinking, Um, you know, how comfortable are they going out? When are they going to get vaccinated? You know, what is their? How their perceptions of organizations changed over the last year based on who connected with them and who didn’t and you know, stories. They read that it just seems even mawr important to see where people stand because this is like a There’s no apples to apples Comparison.

[00:11:43.04] spk_1:
It’s time for a break turn to communications. The Wall Street Journal, The New York Times, CBS Market Watch, The Chronicle of Philanthropy You wanna be in papers and outlets like that? Turn two has the relationships to get you on those outlets so that when these places air looking for experts on charitable giving, non profit trends or philanthropy, they call turn to turn two calls you because you’re their client. Turn hyphen two dot ceo Now back to listen closely. So we’re interested in how folks are, uh, interacting with our organization or interested in interacting with it. What what, like what’s motivating them? Those kinds of things.

[00:12:23.34] spk_0:
Yeah, I think motivating And then also you know what will fit into people’s lives like you no longer have the, you know, the consistent after school programs or the favorite, uh, you know, venues someone attended to like I remember. You know, it used to be you couldn’t plan things less than a few weeks out on a Friday Saturday night, and now you know, people are home. And so So how do you kind of get a sense of like where, you know, as a non profit where you could now fit into people’s habits as they bring some of those you know, we’re out of home experiences and to their lives.

[00:12:40.94] spk_1:
So when I was introducing the show, I ticked off listening to donors, volunteers, employees Are there other constituencies that we should be listening to?

[00:12:43.04] spk_0:
Let’s see, You said that donors,

[00:12:45.32] spk_1:
donors, volunteers, employees.

[00:13:04.64] spk_0:
Yeah. I mean, I tend to look broadly at, and, um and I call audience, you know, basically people who are following you because a lot of those people could become a donor. They could become a volunteer, and they don’t really see themselves as such. Um, eso

[00:13:06.78] spk_1:
it could include, like your social Social Channel followers,

[00:13:10.58] spk_0:
could it? Yeah.

[00:13:11.85] spk_1:
Okay. Yeah. All right.

[00:13:27.84] spk_0:
Yeah. Um, you know, listening, trying to figure out how do you get them to the next stage? How do you turn them into, you know, one of the other categories? Um and, you know, but there’s really no end to who you could listen, Thio. I think that’s just where I focus is general audience

[00:13:50.24] spk_1:
folks who are benefiting from your programs to if you’re if you’re doing any kind of human service work or it could be customers if you’re a museum or a theater, it could be patrons that way. May not be donors, but maybe patrons to your museum Visitors.

[00:14:02.34] spk_0:
Yeah, and I’m going to make it sound too broad. But the real trick is to figure out who you want to listen to so that you can define it for yourself.

[00:14:11.44] spk_1:
Okay? Okay. But But all these folks, I mean, if they’re if they’re interacting with you in a meaningful way, don’t they? Don’t they deserve a voice in your You’re listening campaign?

[00:14:55.54] spk_0:
Definitely. I think where I’m going with is you know, the people who maybe are following you on social media will have different things to say. You know, if this is a museum, um, I have different things to say that people who are coming in to the museum or people who have donated to the museum for a long time. And so it’s helpful when you’re listening to kind of focus who were listening to so we don’t mix up Well, somebody said this and the other you know, these long term donors think this other thing and and you’re mixing up the messaging when, really, um, you know you need to be separating. People are gonna have a different perspective, depending on how well they know your organization.

[00:15:14.84] spk_1:
Yeah, for sure. And how they interact. So that’s what we’re here to talk about it. So we wanna we wanna avoid this. Yeah, You don’t want All the messages are like all the feedback coming a LH coalesced together and aggregated. I mean, maybe for some purposes, you aggregated. But you want to know what your distinct audiences are are saying back to you?

[00:15:18.25] spk_0:
Yeah, it’s about targeting and segmenting eso that. Yeah, when you listen, it doesn’t get confusing.

[00:15:31.74] spk_1:
Yeah, okay, so let’s let’s let’s talk about how to do this for for different audiences. How do you go about thes listening campaigns? I’m calling them listening campaigns. Is that

[00:15:35.37] spk_0:
okay?

[00:15:36.29] spk_1:
Can you put your imprimatur on that? Is that all right?

[00:15:38.87] spk_0:
No, I love it.

[00:15:44.34] spk_1:
Listening campaigns. Okay, so if you have different listening campaigns for different audiences, let’s talk about some method methods.

[00:16:43.44] spk_0:
Sure, Sure. And, you know, I always wish there was one that could really kind of all encompass get the right information. But there’s different tactics that kind of our good and bad in various ways. Um, but the one I love the most is to just straight up interview people just talk to them and this, you know, that could be done. You know, obviously, if you have very passionate followers that you can have conversations with them at any time and really talk to them about you know why they’re part of your organization. But you can also just go on toe Facebook or Twitter and just say, Hey, you know someone who comments, would you have 15 minutes to chat with me and get them on the phone? Just do that. You know, a couple people a week, and all of a sudden you’re starting to get a broader sense of what people who aren’t connected to your organization are just lightly connected. Think about you.

[00:17:19.74] spk_1:
Yeah. Excellent. Okay, So I like I like that you say, You know, just comment back to somebody on Facebook. I see you know your comment a lot. Would you like to spend 15 minutes talking to me talking to us about our organ? That you you seem to be very interested in? Um, you know, non profit radio is action steps. So, like, what can we dio eso? Um how about I mean, could you just approach? I guess you could just approach volunteers the same way or, you know, you’re you’re devoting 10 hours a week to our work or whatever it is 10 hours a month. Could you could you sit with us for a phone call and talk about the organ?

[00:18:18.14] spk_0:
Any any interaction is ah, opportunity. I mean, you could even if you have a cocktail hour, just go around and ask the same question Teoh a few different people and and take note of what they say it Z. It’s more of a qualitative kind of feedback. But you get some really great answers. Although I would take a step back and just say it’s good to know what you want to learn. I actually had a a little hosted a conversation earlier this morning about listening to your audience, and it was interesting. I asked the group if you could just reach into your audiences brain and find out anything, you know, what would you want to know? And the question really stumped people. Mhm. Uh huh. And so, you know, it made me realize that, like, as you listen, you also need to know what what you’re looking for.

[00:18:19.37] spk_1:
Yeah, that’s like your goal setting for your listening campaign. Every campaign has to have a goal. This is not a volunteer campaign or fundraising campaign. This is listening campaign. So what would you like to learn?

[00:18:39.74] spk_0:
Yeah, you know, it’s so obvious. But sometimes when we just talked to people were used to having a conversation, not, uh, really digging for information.

[00:18:56.24] spk_1:
So when you’re at that cocktail party, if you’re if you wanna engage folks in your listening campaign surreptitiously, you’re not going to say, you know, let’s have a can of pay. Would you join my listening campaign? You’re just gonna say these kind of pays a good I like the I like the little like the little shrimp tails. So what s all right? So what you want to know is gonna inform what question you’re gonna ask or what questions you’re gonna ask.

[00:19:19.64] spk_0:
Yeah, but it might be, you know, how did you find out about this event? This organization? What? What drew you to To come here, kid. Um, you know, those those kind of questions.

[00:19:27.64] spk_1:
What moves you about our work? What do you know about our work, or what’s your favorite thing that you know about our work or Okay,

[00:19:46.64] spk_0:
Yeah. And sometimes it’s a really great time to ask about. You know what you think of certain words. I’ve you know, it’s kind of taking some notes on some clients that I’m working with that are having issues. And I work with this, uh, organization that’s doing contemporary classical music. And they they

[00:19:46.91] spk_1:
have a really classical what? That’s

[00:20:04.04] spk_0:
modern, modern modern composers doing classical music and they always run into Probably What you’re thinking in your head is like people associate classical music with the big, you know, white wigs and Beethoven

[00:20:06.84] spk_1:
Strauss and right. Yeah.

[00:20:23.94] spk_0:
And so I’m really pushing them to start asking people what does classical mean to them so that they can start to really here where people are coming from and what they need to say. Toe to bridge that gap. Okay.

[00:20:25.44] spk_1:
Okay. How about some other methods? So we got the cocktail party casual. We got the, like, the ocean social listening. What else? What’s more form?

[00:21:57.84] spk_0:
Yeah, you know more. Traditionally, there’s there’s surveys which can be big and laborious, so they could be quick. Just three, You know, two or three questions surveys that you pop into your email. Um, and the thing with surveys is, uh I think really making sure they, um they don’t just They asked the right questions. So, you know, again going back to your goals. You really need to look at that. Um, but a lot of times of surveys, um, they’re not great at predicting people’s behaviors. And so, you know, a survey I’ve run into a lot of nonprofits who will say, you know, we did a survey, and everyone thought, you know, Tuesday at seven was a great time for an event, but no one showed up. Yeah, and and you know, I think the thing there is like, it’s really hard for people to predict. You know how they’re gonna feel on a Tuesday night. You know that it tze different people have, like, a mode for answering surveys. And so really, it’s great to get ideas out in front of people for those surveys. You know, maybe, What do you think? Between these three things, Um, you know, these three messaging campaigns, these three event ideas or even just, um, you know what? Sorry, I just lost my train of thought. My cat came into the room. Um,

[00:21:58.63] spk_1:
okay, we’re very We’re very family friendly. Wonderful. It could be a child in animal. Not only family friendly, family embracing, family embracing. You’re welcome to bring your cat onto this. Excellent.

[00:22:35.24] spk_0:
She might she might just join anyways. Okay, um but having what was going to say is having open ended questions so that you can here some of the things that you might not expect, so a lot of times with surveys will we might make assumptions about things. And when you leave some open ended questions that allows people thio, you know, one participate and feel like they’re engaged, but also opens you up to things you might not have thought to ask about.

[00:22:43.94] spk_1:
Do you have a favorite survey tool? Um, Surveymonkey. Everybody knows story. Monkey. Yeah. You have a favorite monkeys.

[00:22:47.95] spk_0:
Great. I’ve just started thio use type form.

[00:22:51.44] spk_1:
I’m, like form.

[00:23:30.64] spk_0:
Yeah, and and that’s been nice. It’s a little You can actually do some assessments. Uh, but it’s a really It’s more like visually engaging software. Um, so I’ve enjoyed that, and I think things where you can just when you talk about tips like putting things in emails So being able to put the first question of a survey into an email blast so people can just click on that kind of get a sense with the surveys about and that just takes, um, shoots him right into the survey versus click on this link to take the survey and then just sort of like one extra step. Okay,

[00:23:34.04] spk_1:
Do you have ah preferred length? You said they could be super long or it could be very short. I mean, I’ve I’ve had folks on saying, you know, no more than five questions or people start to fade out after so many questions. What’s your advice?

[00:24:16.44] spk_0:
Well, I I the big lengthy ones. Those are like like marketing surveys that some organizations do every couple of years. That’s that’s really not by focus. I like, Yeah, I mean, it’s especially right now. People are changing their mindsets month, a month, the quarter to quarter. And so the more the shorter you could make things and the more focused the better. So I’d rather see people you know asked 3 to 5 questions a month or every other month than 25 question survey each year,

[00:25:30.14] spk_1:
it’s time for Tony’s Take two. I’ve Got a webinar for you. Five Planned giving websites that set the standard. It’s on February 25th, 3 p.m. Eastern time. It’s a romp. It’s a quick shot. I’m gonna take a romp through five plan giving websites in 45 minutes. Show you what I love about them. Show you what not to do that I don’t think is so good on them. And take your questions. Of course. Always time Q. And a quick shot 45 minutes, February 25th at 3 p.m. Eastern time, and you register for this esteemed webinar at PG Websites PG websites that is Tony’s take two. Let us return to listen closely with Emily Taylor. Do you have? Ah, this is different. Unrelated. But where my mind is thinking. So I’m gonna ask you Do you have opinion? An opinion on political polling? Like the accuracy of polling. Do you consider that within your I know you don’t do that work.

[00:25:33.37] spk_0:
Obviously you

[00:25:34.49] spk_1:
consider that within your belly. Wick toe comment on.

[00:26:36.04] spk_0:
I’ve been really fascinated by this. And this is where I go back to, like, whatever you do a survey you always have toe question what people really are, You know, the action versus what they’re predicting. Ah, nde. We’ve seen that with the last two elections of poll numbers just being way off. And so that’s that’s the sense that I get is, um that is a result of, you know, asking people toe fill in boxes versus trying to get to what they how they really feel about things. Um, you know, there’s there’s definitely a I think with surveys we can put on a we don’t want to be mean to this non profit hat or, you know, with political things like we don’t I don’t You know, I don’t quite understand. Can’t quite articulate how I feel. But I I’m just gonna answer this because this feels like the safe thing to Dio. And so those kind of answers don’t help us. Yeah, right.

[00:26:45.54] spk_1:
They’re misleading. Uh, maybe. Maybe not intentionally Or maybe in time, But anyway, they’re not helpful. Leaving your right. Leave it leave. It is not helpful. E want to attribute bad motivations to folks. I don’t want to do that.

[00:26:50.04] spk_0:
No. Like I said, sometimes it’s It’s because you know you don’t wanna be means it’s a It’s a good thing, but it doesn’t help.

[00:26:57.34] spk_1:
How about focus groups? Are there are people doing those online? I mean, it’s certainly eminently doable, are they? Are they valuable? Our folks are people participating.

[00:27:17.04] spk_0:
Yeah, I’ve definitely There’s been focus groups happening over the last year. I find them. You know, there’s a lot to be careful with with focus groups because there are group dynamics that you need to be aware of. You need to be

[00:27:28.44] spk_1:
a pro at facilitating those, right? Yes. Yeah. You don’t wanna go off as an amateur trying it out. Yeah, yeah, yeah, exactly. Because you’re asking for people’s honest opinions and

[00:27:40.64] spk_0:
yeah, and it’s very hard for people. You don’t want to talk about some of those being nice elements. That is amplified when you have a few strangers in a room.

[00:27:48.14] spk_1:
Yeah, right. Yeah. I don’t want to say anything controversial. I don’t want anybody feeling. Yeah, but then you’re not getting truthful answers, right? So you need all right, You need a pro if you’re gonna do the actual focus groups, right? Okay. Do you facilitate those? Do you facilitate focus groups?

[00:28:04.84] spk_0:
Um, I do not. Usually there’s a few people I work with that that have done them, or, um, but, like I said, you know, prefer being able Thio digging a little deeper with people

[00:28:16.34] spk_1:
you don’t have that lions lions, then of focus groups. And yeah,

[00:28:40.34] spk_0:
well, I’ve definitely done them in. You know, in the past industrial design world, I’ve watched a lot of focus groups, so e think I I understand how complicated they are. And it’s when you get into, um, nonprofits that air so emotionally entangled in our heads that I don’t find them as is practical.

[00:28:43.24] spk_1:
Okay. All right. So don’t try this at home. Or maybe you don’t need it.

[00:28:47.52] spk_0:
Just just have a good Yeah.

[00:28:49.25] spk_1:
Alright. Another You got another method?

[00:29:20.34] spk_0:
Um, well, another, you know, we can also get into more data driven methods, which is like, a b testing or doing, you know, sending out several different options. And and so this is not listening in the sense that you people are voicing things back, but you’re seeing what decisions they make your observing their behavior. And so I find observing as another type of listening, like,

[00:29:21.18] spk_1:
what are some examples of things you might A B test?

[00:30:13.34] spk_0:
Um, you could a b test a new message you wanted to use to promote a program or or to encourage people to donate. Um, you know, the trick is to always have an action that you want people to take eso You could talk about an event in two different ways. Send that out and see you know what? What? Got people to, you know, come to the event or click for more information? Um, whatever it might be. But that’s those air. Really. They’re harder because again, you don’t get that. Why? But you do. You do get the behavior, which, as I mentioned before in the survey’s can sometimes, um, not come through because, yeah, it’s not someone’s riel reaction. Where reaction.

[00:30:19.54] spk_1:
You’re getting reaction you’re getting You’re getting data. Um, Anything else? Quantitative. You like to quantitative?

[00:30:22.97] spk_0:
Yeah. I, uh I mentioned observing Don’t

[00:30:26.54] spk_1:
hold out on non profit radio listeners. Now, keep anything into my

[00:30:30.51] spk_0:
bag of listening trip.

[00:30:31.84] spk_1:
Nothing. Nothing at the bottom of the bag.

[00:30:57.34] spk_0:
Well, this one is so observing, I think can also happen. Um, it’s a little harder right now, since a lot of people are socially distanced, but observing people’s behaviors, Um, and this could be, you know, watching people and an event. How many people like, if you have different tables where they’re going, you know, keeping track of of some of those things. Are they paying attention to different speakers

[00:31:01.91] spk_1:
when you’re CEO gets up? Does everyone go to the bar or the bathroom? That’s a bad sign.

[00:31:08.04] spk_0:
Yeah, You just don’t know what it means. You know, I always think

[00:31:13.59] spk_1:
they don’t wanna listen. Uh, going to the bar to drink. When? When? The CEO of the bathroom. They probably don’t wanna hear the CEO. So that’s bad.

[00:31:41.14] spk_0:
Well, I always think of the example of, you know, and a friend to other friend gave a speech at an event and came up to her afterwards and was like, What? Why did you hate my speech? What was wrong? And she really She had some sour candy in her mouth the whole time. And so she was kind of like like making these

[00:31:42.47] spk_1:
grimacing, disapproving

[00:31:46.94] spk_0:
faces unintentionally. And so this is where you don’t want to make those assumptions eso we can observe, and that will help

[00:31:53.82] spk_1:
us. I mean, there might be an alternative. Might be an alternative explanation for everybody going to the bathroom when you maybe you had too much

[00:31:59.82] spk_0:
punch. Maybe what? Maybe you serve too much punch.

[00:32:13.74] spk_1:
Punch, punch. All right, All right. So maybe it’s the timing. Okay. Um Alright, so that’s interesting. Yes. Observing dynamics in a room where people where people huddling. What? What? What might you learn from things like from that? Those kinds of observations when we get back to in life are really ever personal. Presidents? What might you What might you pick up or what have you seen? That’s interesting. Um

[00:32:58.54] spk_0:
uh, let’s see. I mean, you can learn like I think of an example like at a museum. You know, where are people stopping and taking the most pictures might learn. Like what is, um, what? Elements of a space are engaging to people and that could then lead you to ask more questions about why that seem more interesting to people. So So sometimes observation helps us come up with more questions than answers, but very, very helpful ones.

[00:33:01.64] spk_1:
Yeah, because those questions then could become goals for your the next phase of your listening campaign.

[00:33:25.14] spk_0:
Yeah, well, and I think, you know, to the museum example, someone might not realize they were, you know, idling in a in a certain room and taking more pictures if you would ask them in a survey or even in an interview. But if you observe them doing that, then they have to kind of think a little bit more about why they why that appealed to them?

[00:33:42.14] spk_1:
Well, that’s it. Like they’re hanging out in the French nudes room. Of course, they’re all going to say, Well, I didn’t realize I didn’t I didn’t know I was there, that really 25 minutes. I don’t make any assumptions about that Yeah, I thought I breezed right through that. The newsroom. Alright. Yeah, e

[00:35:09.14] spk_0:
Just saying Oh, yeah, Are sometimes our minds remember different behaviors than than what we actually did. Yeah, sure. Let’s see if I could think of other ones. Um, I think that that kind of covers I was I was gonna add toe observation is, um and this is less like little observation, but seeing what? What else? People do. Um, and so this could be understanding. Knew where? Where do your where’s your audience shop? What what other things are they doing with their time? Um and so this It’s not really a different method. You might still need to do a survey or interview around this, but but to understand, um, you know those air behaviors that we can then use to work with our programs on dso understanding that people, you know, maybe are more organic or vegan shoppers might then lead us to think more about the food we serve at an event, um, or or how you’re appealing your, um, your mission to people. Especially like a newer There were people. There might be some connection you can make with other habits and behaviors that they have

[00:35:11.05] spk_1:
or knowing maybe what other causes folks give to

[00:35:32.44] spk_0:
exactly. Yeah, um, you know, And knowing that someone shops set eco friendly stores might than, you know, make them more connected to a sustainable part of your organization. And, you know, knowing that you you have sustainable practices could be more appealing to them.

[00:36:28.63] spk_1:
Right? Right. You want to share that? Okay, time for our last break. Quote. There’s nothing as simple as dot drives. Our executive team meets once per week to sit down and go through our dot drives pipelines. It’s fun to watch them have a healthy dialogue and to see them get excited about their numbers rising toward their goals. DOT drives has allowed us to take those key relationships and bring them to a deeper level. End quote. That’s Wendy Adams, director of donor engagement at Patrick Henry. Family Service is prospect to donor simplified. Get the free demo for listeners. Also a free month. It’s all on the listener landing page at we’ve got but loads more time for Listen closely, and I hope that’s what you’re doing. How did you get the company named teeny big?

[00:37:00.93] spk_0:
I gave myself a small window. Thio come up with a name and, um and what I really liked about it is I love zooming in and out on things. And so the big picture is very fascinating to me, but then to zoom in on these little details that we might observe on doing back out to see what we can broadly learn from those, Um, that was that really drew me to to the name.

[00:37:10.63] spk_1:
Okay, Now what? I’m this interesting s So why did you give yourself a time frame for choosing a name? Did you feel like you could go on forever if you didn’t? Yeah.

[00:37:27.83] spk_0:
Yeah. Coming from the design world, I knew I could spend endless amounts of time. And so, yeah, that was an entrepreneur practice I learned of. Give yourself 45 minutes for an idea and just come up with as much as you can. Then, uh, is that

[00:37:31.43] spk_1:
one? You got a company name in 45 minutes? Mhm.

[00:37:33.13] spk_0:
That’s all right. And then 14 minutes for the logo. Yeah. Kept it moving.

[00:37:41.63] spk_1:
Yeah, for a clever name. Okay. Interesting. Very. That was a very productive 45 minutes. Give.

[00:37:43.74] spk_0:
Yeah, it’s interesting. When you give yourself constraints, sometimes you can get a little more creative.

[00:38:13.32] spk_1:
Yeah, that’s for the those of us who work in the last minute. You feel that pressure now? I’m not saying, you know, last but it. But it’s time pressure. You know, your do other things until you know that you’re at the point where you absolutely have to focus on something else. And then you do. I mean, it’s amazing. You know how I can squander three hours and it’s amazing what I could do in 25 minutes. Uh

[00:38:20.72] spk_0:
huh. Yeah, that’s a part of the brain I’ve not quite understood, but it’s It definitely forces some focus. That helps. Yeah,

[00:38:34.72] spk_1:
it’s valuable. It helps. May not that I’m squandering 7/8 of my day, and then I’m only working half hour a day. But but the time pressure of ah, of an imminent deadline helps me.

[00:38:41.72] spk_0:
Yeah, sometimes you have to force it in yourself. I’d like to think about really didn’t like the names. I could just give myself another 45 minutes. But all right,

[00:38:42.21] spk_1:
you’re cheating. Then you’re gonna cheat yourself. I know, I know. Not setting the boundaries. You’re not supposed to abandon your boundaries. Emily, you’re supposed to stay. It was there was

[00:38:51.38] spk_0:
this part of my brain was telling myself that. And then the other part was like, Wait,

[00:38:57.92] spk_1:
maybe if I need more time. All right. Um, what else? Where else do radio? Where else do we go from here? Where do you wanna talk about?

[00:41:06.01] spk_0:
Let’s see, One of the things I love to talk about that I think is not happening very much in the nonprofit world is prototyping and testing on dso. I mentioned this a little bit in the ways toe. Listen, um and this kind of gets into again, like a lot of listening, and it’s a, you know, professional listening, not just conversation is trying Thio get answers to these questions that people aren’t always able to articulate. And so when we can get ideas in front of people that allows them to react. So, you know, you could you might be able to say, Oh, what would get you to come to this next event? You want pizza or free wine or, you know, you might be ableto like Sorry. I phrase it the wrong way. You might ask somebody that and they might say The obvious answer is like pizza and wine or or a discount. Um, I feel like that’s sort of the ultimate, um, answer to a lot of non profit questions when when they do surveys is people like Oh, yeah, I would come if I just had a discount or if there’s a free ticket and and yeah, I like the amount of non profits I hear that. Say, they gave them the discount and they didn’t come, Um, And so if instead we get ideas in front of people and say, You know, what if we had a Q and A at the end, or what if we, um, you know, told you some really interesting stories about this artist or composer? Um, you know, and maybe share some of those tidbits so they would understand what that actually meant. Um, you can start to paint a picture that they could get excited about, and so maybe it isn’t about the discount or the free thing, but it’s about the the interesting value that they would get out of it. Um, and they’re able to react to that rather than having to come up with the idea of themselves

[00:41:08.19] spk_1:
can give another example. It feels like we’re talking in the you’re talking in the abstract. Can we?

[00:41:13.05] spk_0:
Yeah.

[00:41:14.51] spk_1:
Can come An example for us. Toe ground. This?

[00:41:36.41] spk_0:
Yeah, yeah, let me think of a good one. So let’s see, with, uh, there was an organization that they were really having our arts organization, that they discovered that people were viewing them mawr as a entertainment venue. So people were coming and supporting them through ticket sales, but they weren’t moving towards donations And really seeing this organization

[00:41:45.71] spk_1:
as Yeah,

[00:43:11.70] spk_0:
yeah, and so they’re kind of struggling in this barrier. And so what we did is we actually prototypes, um, three statements that they could say ahead of their programming to remind people about the broader work that they were doing what happens, you know, when they left the building and on DWI could hit different, you know, emotional touch points. You know, one was really about the big picture of how this organization fit into the world. One gave us a practical numbers around the impact they were making. I think one told a good story about the history of the organization and So those were prototypes. Those were three different ways they could talk to people about why their organization is more than just entertainment on DSO. Then they could take those those concepts and whether it was in a survey and have people kind of choose which motivated the most. Or through an interview where they can literally just get, you know, ask people what they thought about those different. You know, those different statements and use that to then build a really powerful statement that when they did actually go, so have the next event. They had the confidence that that would make an impact. Okay,

[00:43:33.50] spk_1:
Okay. Helpful. Thank you. All right. Um, any anything we should be cautious of when we’re having doing this work? Maybe whether it’s casual at the over the counter pay table at an event or whether it’s more formal. Any lessons learned that we should avoid?

[00:44:00.29] spk_0:
Yeah, I’ve been going back thio some of things I’ve said before about people don’t always know what will motivate them. Um, and you know, they don’t always know what they’re the kind of predict their behaviors in a certain situation. And so I’ve definitely learned to live with a certain sense of, uh, uncertainty,

[00:44:01.45] spk_1:
A certain sense of uncertainty, a

[00:45:23.19] spk_0:
certain sense of yeah, helpful. Um, you know, listening is a process, and so it’s not as concrete as, um, you know, maybe some some more quantitative data points, but it is. It’s something you should always be doing. But always questioning on dhe. This kind of goes back to making, making assumptions about people you want to make sure that we’re not taking people literally, um, that that were, you know, uh, that we’re trying to figure out the motivations behind them. The, um you know, not just the functional touchpoints. So maybe, are they attending an event? Um, would they want to attend event, But also the why behind it? You know what really draws them to your organization? What caught their eye about that event? Um, and using that to then, you know, kind of taking those bits and pieces and building a story about them slowly so that we’re not. So I feel like I’m kind of getting in a little bit of a word. Jumble. Right. Okay.

[00:45:32.19] spk_1:
Well, you first of all, for functional touchpoints almost put you in jargon jail. I

[00:45:32.30] spk_0:
know. I

[00:45:32.73] spk_1:
know. Okay? Yeah.

[00:45:52.49] spk_0:
Yeah. Tony and I were just talking about jargon on LinkedIn. So, Z, uh, my watch out is to toe always sort of live in this hypothesis with listening on dso I think of. I think of it as, like a scientist.

[00:45:56.65] spk_1:
Okay, what’s the What’s the hypothesis? Oh, that you have a hypothesis going in.

[00:46:50.38] spk_0:
Well, that’s so a scientist is, um, you know, studying rocks, and they might find certain information about those rocks, but they always always have to keep questioning. Is that true? Is that true? Is that you know, is that really, um, the truth? And so I think with listening, it’s the same thing. People are complicated and so we can keep listening and gathering mawr information. Um, but we also have to know that it’s not solid ground that we’re standing on it. Z, it’s something that my ebb and flow throughout. Okay, you know, a ZX time moves on, and so it’s You have to live with some uncertainty. I e I guess what I’m saying is that if you you know, you don’t just do a survey and wipe your hands and think you have all the answers.

[00:47:06.08] spk_1:
Understand? Okay, right. You may need to have You may very well need to probe further. Asked what? Little asking One more question. Ah, dive deeper Thio to get to the rial. Yeah, Motivations person people really motivations what really moves them?

[00:47:25.78] spk_0:
Yeah. And you know, like this year as a ZX vaccinations happened, Those the ideas that people said in March might not be the same as in September. Eso you just have to live with some of that that uncertainty,

[00:47:27.28] spk_1:
okay, but it’s still worth proving its worth. Oh, yeah. You’re listening campaigns, Of course.

[00:47:35.98] spk_0:
Yeah. I mean, it’s better than saying the wrong the wrong thing. All

[00:47:36.78] spk_1:
right, we’re gonna leave it there. Okay?

[00:47:38.78] spk_0:
Okay. All right.

[00:47:51.38] spk_1:
Emily Taylor. Principle of teeny big at teeny big dot com, which was derived in 45 minutes or or less. Um, thank you very much, Emily. Thanks for sharing.

[00:47:53.98] spk_0:
Thank you, tony. Thanks for having me.

[00:48:00.37] spk_1:
I did pronounce your name. Right? Right. Emily, You okay? Okay. No more shy and awkward either. Well, you’re over that. Your china smart assed, uh, non profit radio. You are. Thank you very much.

[00:48:07.77] spk_0:
Thank you.

[00:48:57.67] spk_1:
Next week, strategic execution you know, strategic planning Now what if you missed any part of this week’s show? I beseech you, Find it at tony-martignetti dot com were sponsored by turn to communications, PR and content for nonprofits, Your story is their mission. Turn hyphen two dot c o and by dot drives prospect to donor Simplified tony-dot-M.A.-slash-Pursuant Our creative producer is Claire Meyerhoff Shows Social Media is by Susan Chavez Mark Silverman is our Web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty, with me next week for non profit radio. Big non profit ideas for the other 95% go out and be great.

Nonprofit Radio for August 7, 2020: Donor Surveys & People-Powered Movements

I love our sponsors!

WegnerCPAs. Guiding you. Beyond the numbers.

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

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

Listen to the podcast

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

Get Nonprofit Radio insider alerts!

My Guests:

Crystal Mahon & Christian Robillard: Donor Surveys

Make the most of the donors you have by discovering their potential through surveying. Crystal Mahon and Christian Robillard talk principles, best practices and goal setting. Crystal is with STARS Air Ambulance and Christian is at Beyond The Bake Sale. (Part of our 20NTC coverage)

 

 

 

 

Celina Stewart & Gloria Pan: People-Powered Movements

This 20NTC panel helps you build more effective and more inclusive movements by encouraging you to think about communications, power and privilege. They’re Celina Stewart from League of Women Voters U.S. and Gloria Pan with MomsRising.

 

 

 

 

Top Trends. Sound Advice. Lively Conversation.

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Cougar Mountain Software logo
View Full Transcript
Transcript for 501_tony_martignetti_nonprofit_radio_20200807.mp3

Processed on: 2020-08-06T23:37:16.508Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2020…08…501_tony_martignetti_nonprofit_radio_20200807.mp3.541230381.json
Path to text: transcripts/2020/08/501_tony_martignetti_nonprofit_radio_20200807.txt

[00:02:40.44] spk_1:
on welcome tony-martignetti profit radio big non profit ideas for the other 95%. I’m your aptly named host. Welcome to our first podcast only show. Oh, I’m glad you’re with me. I’d get slapped with a diagnosis of in Texas itis if you inflamed me with the idea that you missed today’s show Donor surveys. You’ll make the most of the donors you have by discovering their potential through surveying Crystal Mahan and Christian Robot Yard talk principles. Best practices and goal setting Crystal is with stars, Air ambulance and Christian. Is that beyond the bake sale? This is part of our 20 and TC coverage and people powered movements. This 20 NTC panel helps you build more effective and more inclusive movements by encouraging you to think about communications, power and privilege. They’re Selena Stewart from League of Women Voters. US and Gloria Pan with mom’s rising on tony steak, too. Planned giving accelerator were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Here is donor surveys. Welcome to tony-martignetti non profit radio coverage of 20 and TC 2020 non profit Technology Conference and 10 made the excruciating decision to cancel the non profit technology conference. But we are continuing virtually. You’ll get just as much value. We don’t have to all be close to pick the brains of the expert speakers from From N 10. Our coverage is sponsored by Cougar Mountain Software. The Knowledge Fund. Is there complete accounting solution made for non profits? Go to tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial. My guests now are Crystal Mahan and Christian Robot Yard. Crystal is manager of annual giving at stars Air Ambulance and Christian is founder and chief podcaster at Beyond the Bake Sale. Crystal Christian. Welcome. Welcome to non profit radio,

[00:02:44.19] spk_2:
tony.

[00:02:45.00] spk_0:
Thanks, tony. Great to be here.

[00:02:46.42] spk_1:
It’s a pleasure to have both of you. You are both in ah, in Canada. Crystal. You are in Alberta and Christian. Remind me where you are.

[00:02:55.54] spk_0:
I’m in Ah, beautiful, Sunny Ottawa, Ontario.

[00:03:00.02] spk_1:
Ottawa. No other capital? Yes, in

[00:03:01.23] spk_0:
your nation’s capital. Not be not be disputed with Toronto. Who likes to think that the capital

[00:03:29.66] spk_1:
I know well and many Americans think it’s either Montreal with Toronto? Yes, but, uh, Ottawa Capital. All right. I’m glad to know that you’re both well and safe. Um, and glad to have you both with us. Thanks. Um, we’re talking about donor surveys. Your your NTC topic is ah, Dorner surveys your untapped data goldmine Crystal. Why are surveys a data goldmine?

[00:03:45.11] spk_2:
Well, we have the fortunate launching a survey. We’ve never done one prior to 2016. And when we did it, we were amazed at what we found. So we learned a lot about our donors. Education preferences. We made money, like, usually made that on that. And I’ll talk about. We actually ended up learning a lot about I’m getting prospects. And turns out that there were a lot of donors that we had no idea name Justin there will ever interested in the will. So there was a lot of revenue like hidden revenue that we were finally getting access to you. So that’s are where that line is moving your wits, but it’s preparing to you.

[00:04:23.61] spk_1:
Interesting. I’m looking forward to drilling into that more because I didn’t plan to giving fundraising as a consultant on sometimes asked by clients about doing surveys. So I’m interested in what you’re doing as well. Um, and and you’re getting gifts. You said you’ve made money back from them. So people do send you gifts of cash along with their surveys.

[00:04:53.69] spk_2:
Yes. Like this year we get. Because last year, 2019 are stars. Allies there, maybe $300,000 And that all the you people have been found for giving what? We’re looking at dollars. So it’s you cannot do a survey to seem like you. Point?

[00:04:54.30] spk_1:
Yeah. Did you say billions? With a B?

[00:04:57.21] spk_2:
No millions and

[00:05:08.78] spk_1:
millions. Okay, the audio is not perfect, so it almost sounded billions. So I want to be sure, because I’m listeners have the same question. Okay, Millions, millions is still very, very good. Um, Christian? Anything you want to head to about Why these air Ah, such a gold mine for non profits.

[00:05:14.81] spk_0:
I mean, besides the fact that you’re using data, obviously, to reinforce certain decisions and Teoh highlight certain wealth elements, I would say in terms of your sponsorship potential, I know a lot of organizations are looking more so into the corporate sponsorship corporate engagement side of things. And I think with your donor surveys, you could really reveal a lot around where people are working there levels in terms of positions within a certain company or organization. And that can lead you down some interesting pass from a corporate sponsorship perspective.

[00:06:05.94] spk_1:
Okay. Okay, um, your, um your description of the workshop said that make the most of the donors you already have. And it sounds like you both obviously are going there. Is there anything you want to add about sussing out the value that’s in your that you don’t know? You have among your current donors?

[00:06:31.20] spk_2:
Well, from our perspective, like it’s given us an opportunity to get to know our donors better in terms of what? What are they actually interested in learning about the organization or why are they choosing given that allows us to tailor messages, just be a lot more personal with them and act like we really know that was supposed to them just being a number. This is an opportunity to really cultivate that relationship and just continue bring them on war.

[00:06:41.08] spk_1:
Okay, um, is most of your content in the workshop around as practices for surveys? Is that what we’re gonna be exploring? Mostly

[00:07:05.94] spk_2:
Christian feel free to jump in and say that we were looking a lot of fast. Her best practice, then also, case studies. People would have some tangible examples how to actually launch one with consider. And what would actually need to do once they got

[00:07:24.46] spk_1:
OK? All right, well, let’s, um let’s start with, Like, where? Where do you get started? Who, Who who were the best people to send surveys to our What types of information are are you finding our most responded to or what types of questions are most responded to? How can you help us sort of frame? Ah ah, an outline of what we were to get started.

[00:07:55.62] spk_2:
Well, Christian and I talked a lot about building the proper spoke of your surveys of figuring out. Why exactly are you? What do you try to find out? And once, you kind of I guess you were down exactly what you’re trying to learn, what you’re trying to cheat, That sort of helping bigger. You need to actually reach up to what? The audience. You need to know that before.

[00:08:06.93] spk_1:
Okay, So, starting with your goals, what was the purpose of the darn thing? Yes. Okay. Okay. Um Christian. You want to jump in around, you know it’s starting to get this process started.

[00:08:15.29] spk_0:
Yeah, absolutely. And I think as crystal, I were kind of building this piece at whether you’re talking about more of a philanthropic, focus for your surveying or whether you’re talking about more of a corporate sponsorship focus of it. You only want to ask yourself, I never different questions before you even get going things around. What do you ultimately want to know about your donor base? Or about this particular audience population that you’re ultimately looking for? More information on? Why are you doing this in the first place? Is, Is this more responsive? Isn’t it more of a proactive type surveyed that explore new avenues? Would you ultimately need to know? I think that’s an important element to focus on Is not asking everything but asking the right things? Who do you need to ask? So who is the actual population that you’re targeting at the end of the day? What would you do with the information? So don’t just collect information for information, say not that that’s not important. But what’s the actual actionable pieces for that? And how are you gonna protect that information? I think with today’s sensitivities around around data privacy, it’s really important for charities and nonprofits to Stuart that data as they would any type of gift that they ultimately get.

[00:09:27.71] spk_1:
Yeah, in terms of the data stewardship that that may constrain what you asked as well, because now you have, ah, conceivably a higher level of security that you need to maintain

[00:09:32.60] spk_0:
absolutely tony and even just in terms of sensitivities, of phrasing, certain questions, and that it’s important for you to think about how you phrase certain things and how intimate your ultimately getting. And if you do get that intimate, like you said, how do you protect that data? But also, what’s the purpose for collecting that particular piece of data side from? Well, it might be a nice toe have someday, instead of this actually contributes towards our bottom line.

[00:10:00.13] spk_1:
You’re doing surveys around corporate sponsorship, right? That’s the example you mentioned. So you’re getting to know where people work so that you might use that information for potential sponsorships.

[00:11:02.31] spk_0:
Yeah, I mean, when you look at sponsorship, ultimately it it’s very much a business transaction. If you look at how Forbes just define sponsorship. It’s very much the cash and in kind fee paid to a property, a property being whether it’s ah terrible run or some type of adventure conference in this case, um, in return for access to the exploitable commercial potential associate without property. So anything of any other type of exploitable commercial potential, which is the most buzzer and definition you possibly could. If you think of any type of advertising medium, whether it’s TV, radio print, you want to know ultimately cruising your audience. And one of the best and most effective ways to do that is to conduct some type of survey to really tease out who are some of your very specific or niche audiences. Cannabis a niche. So it’s a bit of a cringe for for us up here in the North. But, uh, having a survey to really tease out who are who’s in your audience. And some of the more behavioral psychographic demographic features of that audience are particularly important, toe have to really make a compelling case toe corporations looking to use sponsorship with your organization,

[00:11:20.18] spk_1:
the, um what four matter using Christian crystal, I’m gonna ask you the same thing shortly. What? How are these offered to people?

[00:11:28.33] spk_0:
Yeah, so we so in the experience of I’ve high, we usually use ah surveymonkey survey of some kind that allows for a lot of cross top analysis to be able to say that people who are in between the ages of 18 and 29 this particular set of income, they have these particular purchase patterns. They care about your cause, toe ends degree. They, um, are engaged with your cause or with your property and whether it’s through social media or through certain print advertisements or whatever that might be. And we usually collect around 30 plus data points on all of those on all those elements, ranging from again behavioral to the demographic to psychographic Teoh. Some very pointed, specific questions around the relationship between your cause and the affinity for a certain corporation based on that based on not caring for that cause.

[00:12:39.89] spk_1:
Yeah. So you said collecting around 30 data points, does that? Does that mean a survey would have that many questions? Absolutely. Okay, now I’ve heard from guests in the past. May have even been ntc guests. Not this year, but, you know, the optimal number of questions for surveys like five or six or so and people bailout beyond that point.

[00:13:58.37] spk_0:
Yeah, and and usually before I had actually sent out a survey of that magnitude, I would agree with you. Tony and I agree with most. I think that the important differentiators one is that you frame it as it’s very much for improving the relationships and the ability for the cause properties, whether that’s your run, your gala, whatever that might be to raise money and usually the audience that you’re setting. That, too, is very receptive to that. I think you want to frame it also as your only collecting the most important of information. And you’re also looking at ah again like you’re incentivizing in some way, shape or form. So usually when you tailor it with some type of incentive Buta $50 gift card opportunity Teoh win something like that. Usually people a lot more or a lot more receptive. And in the time that we’ve done surveys, whether it’s in my my past days, consulting in the space or now doing a lot of work with charities nonprofits, we sent it to tens of thousands of respondents and get a pretty a pretty strong response rate and a really nominal, if negligible, amount of an unsubscribe rates. So people are not un subscribing from getting those questions, and in fact, they’re answering a lot of them and an important element, as well as making them optional. So not forcing people to house to fill out certain pieces but giving them the freedom to answer whatever questions they feel compelled to. But when you’re doing it for the cause, people are pretty are pretty compelled to respond to those states of questions.

[00:14:01.77] spk_1:
Okay, Crystal, how about you? What? What format are your service offered in?

[00:14:31.04] spk_2:
Did you both offline and online? So our donor base tends to skew a little bit older, though for us, a physical mailing is absolutely I’m only deals online, burgeon for, I guess, other parts of our donor base that are different. The graphical, just based on that person’s preference, is giving them that opportunity. But what we did find is that in terms of our offline responses, we had a lower was off rate of responses to the survey, but exponentially more donations coming through offline as online and then for online responses of the online certainly had a lot more responses to be online. Survey. There are fewer donations, so I found that there was an inverse relationship there about that very thing.

[00:15:41.08] spk_1:
It’s time for a break wegner-C.P.As paycheck protection program. Loan forgiveness This is still a front burner issue. You have got to get your loan forgiveness application in. Wegner has the info you need. Their latest free wagon are explains the state of P P P Loan forgiveness. What is forgivable? What documentation do you need? How to work with your lender? Go to wegner-C.P.As dot com. Click Resource Is and recorded events. Now back to donor surveys with Crystal Mahan and Christian Robot Yard. Do you, ah, subscribe to the same opinion about the length that that could be up to 30 questions? In a survey, a ZX Christian was saying,

[00:16:17.66] spk_2:
We personally have a practice of you tiki bars between five and 10 questions. And sometimes we even Taylor that we know that some of these interested in particular programs we might take out a certain question. But in something else related specifically to them, for their isn’t variability in the surveys, but generally quite short, but I do agree with Christian for sure in terms of really framing the purpose of the survey and you to the questions around this is the whole purpose of this is to build a relationship with them and better serve them and get to know them better. And I think that really prince, And then you also

[00:16:23.41] spk_1:
just gonna ask about incentivizing, Okay? Something similar, Like drawing for a gift card. Something like that.

[00:16:33.91] spk_2:
Yeah. We get a star’s prize package. We wanted to do something about these decisions. You couldn’t get something but elsewhere. So yeah, way start for merchandise. So that’s

[00:17:18.04] spk_1:
okay. I’m gonna thank Christian for not having a good, uh, good video appearance because, you know, I’ve done 10 of these today, and they’re all gonna be all the video’s gonna be preserved. Except this one. Because Christian, um, as a very extreme background is really just a silhouette ahead with headphones. Really? Little I can see. But I’m grateful because my background just fell. I have a little tony, I have a tony-martignetti. You watched other of these videos which you’re gonna be available. This tony-martignetti non profit radio. So the easel you know, what’s that for? A form core, you know, sign. And it was behind me. It was, and it just fell while Crystal was talking. So thank you, Christian.

[00:17:29.66] spk_0:
It was just so surprised that you could ask 30 questions on a survey and get some type of degree of response.

[00:17:38.43] spk_1:
Only it shook my house that I’m

[00:17:40.42] spk_0:
30 data points. What madness is this? I’m

[00:17:58.70] spk_1:
so a gas man. Yes. And then also the fact that you the two of you disagree. Um, all right, so but I’m shouting myself, calling myself out as having a flimsy background lasted through. And that’s through, like, seven hours of this. I

[00:17:58.85] spk_0:
love it. Also, we don’t necessarily disagree, but I think different surveys serve their different purposes. So I agree with Crystal that in that particular case, you only need descends. One that has 5 to 10 questions rise in this case, your public sending it to in a slot strip case, you’re probably sending it to a larger population of people. And you only need a certain amount of people to fill it out.

[00:18:18.73] spk_1:
Crystal, I had asked you, and you probably answered, but I got distracted by my collapsing background. What? What kinds of incentives do you offer?

[00:18:40.21] spk_2:
We offer stars prize pack. So it’s stars over two nights that we want to talk or something a little bit different other than my gift card that they could get through any other. Yeah, it’s so different Angle

[00:19:00.18] spk_1:
personalized two stars. Okay, Okay, Um, now, was yours specifically Ah, planned giving survey, or did you just have a couple of planned giving questions? And that’s where you discovered this data goldmine of future gift. And all the wheels that you found out that you’re in was

[00:19:27.84] spk_2:
it was it was not specific to plan giving, so it was more just a general survey. And then we did have a question about plan giving and that we were stunned. But subsequent years we kept asking mad, and right now we’re sort of in the middle of doing that whole. I’m giving strategy and trying to really build that out. Now that we know that there is this whole core people that are interested in this. So it’s really opened up the water opportunities President organization after all.

[00:19:43.23] spk_1:
Yeah. Interesting. Okay. All right. So you learned from the first time this is you’re in a lot more estates than you had. Any idea? Um, let’s let’s talk about some more good practices for surveys. Crystal, is there something you can one of two things you want to recommend and then we’ll come toe go back to Christian.

[00:19:53.81] spk_2:
Yeah, One of my major things is that if you’ve been asked a question, you have to know where you’re going to do with that data after the fact that you were people just ask the question to ask a question for whatever reason. But then they don’t action. Anything out of it to me is very important that if our donors are gonna spend the time actually breathe through your survey, respond, mail it in or submitted online, that we actually do something that that information is the weather bats killer. It’s a messaging or changing communication preferences or whatever it is you’re asking us to do, you were tell has I think that’s so important that you have to have all a plan once these losses come back. And what are we gonna do with them? Who was going to take action? How are we gonna reason with this? How are we going to use information.

[00:21:15.77] spk_1:
I think of date of birth is as a good example of that. If you’re gonna, if you’re gonna develop a plan to congratulate someone for their birth on their birthday each year, then that could be a valuable data point. Um, but if you just, you know, if you’re just asking because you you don’t have a purpose, you just interested in what their ages? For some vague reason, then there’s no there’s no value in asking. And if it is just to follow up, if it’s just to know their you know when you want to send a card, maybe you don’t need the year. Maybe just need the day in the month. But if there’s value to your database for knowing their age and you would ask for a year

[00:21:23.72] spk_2:
exactly how he felt down, what do we need to know? I really asking

[00:21:30.90] spk_1:
why, Kristen, you have a best practice you want to share.

[00:21:33.84] spk_0:
Yeah, I would say Consider the not just the population size that you’re not just the population that you’re serving, but also the representative makeup. So if you know that your database is predominantly on more, the senior side of things, but you’re getting a disproportion amount of more individuals who are on the younger side of things. In terms of respondents, that’s something important that you have to take into account. So the makeup of the actual population is is more important. I would argue that the amount of responses you could get a crazy amount of responses. But if it doesn’t represent the population that you’re serving and that who make up your donors, it’s it’s not gonna be valuable dated to you. I remember one time we had a ZX instance for an organization wanted Teoh do a survey for sponsor purposes, and in other cases, it’s been from or donor specific, like, I will just put it on on Facebook or Twitter or something like that. It’s not necessarily your population is not necessarily the group that you’re looking that you’re actively engaged with a fundraising perspective. You get information to the otherwise and then obviously reflect on that and use that. But be really clear about the breakdown that you need to have in order to make the information, actually, representative of the rest of your database,

[00:22:47.24] spk_1:
Um, what kind of response rates what’s what’s a decent response rate to, ah to a survey?

[00:23:06.51] spk_0:
I think it depends what type of server you’re sending. I will let Crystal speak to this more, but I’d say if it’s philanthropic. Eikenberry on the sponsorship side of things you’re looking for a response rate that coincides with the 95% confidence interval with a 5% margin of error. Let’s get market data to calculate that there’s a bunch of big captain complicated formulas that we probably have all repressed from our time in. In statistics Citizen that in university there’s ah company called Surveymonkey that actually has a calculator for its. If you go to the Surveymonkey website, you can actually just plug in a what the sample side of what the actual size of the database you’re sending into. And you can plug in what confidence interval that you want. And then what margin of error that you’d like, and it will pump out a number of a minimum that you need to have. I would say that’s a good starting point. But again, as I talked about before, make sure you have the representative break up breakdown of, ah, who’s actually within your audience reflected in the survey results and don’t have it disproportionately skewed towards a particular demographic that might be just more inclined. Teoh, respond to surveys.

[00:24:25.04] spk_1:
Okay. Okay, um, Crystal, Anything you want to add about the confidence, it’s different, but yeah, I withdraw that. That doesn’t make sense for you because you’re doing individual philanthropic surveys. So each response you get is valuable. You find out that someone is interested in planned giving already, has you in their will. That one response has has great value. Yes. Okay.

[00:24:39.74] spk_2:
Our purpose of our surveys a little bit different. We don’t worry so much about that, but I actually meeting how like that in your mind. Reaching out to you?

[00:24:44.24] spk_1:
What? What kind of response rate to use for the crystal is still you know, these things? Things take time and you’re doing Some of them are offline. So there’s postage and printing, et cetera. What kind of response rate do you consider good for? For a NH effort like that

[00:25:40.43] spk_2:
in terms of financial reform? Three. So don’t verify that for us, a response to the survey doesn’t necessarily mean a gift, and it gets to the survey, doesn’t necessarily mean that they responded to a number. Yes, we usually eight or 86%. But in terms of actual response to the survey, we’ve seen his lower 2% for the highest 7% a year of channel. So either way, like we have, quite like we have quite a large database. So any of you to be So get this information, your father.

[00:25:42.89] spk_1:
Okay. Okay. Um, for your online surveys. Crystal, are you using surveymonkey? Also, did you say

[00:25:48.80] spk_2:
use a couple leased surveymonkey last year? It is very user friendly. What? I would caution people are always print about whatever price package designed for because, like you discussed for our surveys a big focuses financial tournament. So we needed to price plan that involved being able to redirect right from surveymonkey page to our donation form. So you had to be really mindful things like that. So in some of the basic packages, they don’t write redirect donation form in that you can’t Do you have a really negatively impact your

[00:26:27.94] spk_1:
Is there another online tool that you like? Also you?

[00:26:52.64] spk_2:
I used Teoh from cold response. Ter. We’ve there be start a sweetener somewhere in Europe, and they were very good, though there are some limitations is well with them in terms of what the packages offer. But bring out we’re using serving Look, you know what was sending out like, for example, looking at surveys. This any surveymonkey already of our to be rich 8th 1 So that’s what we’re using.

[00:26:56.04] spk_1:
Okay, how about you, Christian? Is there another one besides Surveymonkey that you could recommend?

[00:27:22.01] spk_0:
I I think it just depends on what you’re looking for. A tony. So if you’re looking for a lot of, let’s say, more qualitative answers, I’d say even a Google form would would be more than would be more than acceptable. It really just depends on what functionality want to get out of. I used every monkey pretty religiously, just cause it’s like Crystal said. It’s very user friendly. It has the functionality that I need, and it’s and it’s relatively reasonable in terms of in terms of price point for what you get. It’s also gonna depend, and it’s up to you to do due diligence on what types of functionality you need. You need to integrate with your database for other software. Do you need certain functionality. Do you actually know how to use a lot of those things? Is there gonna be support and again, like what? What are they going to do with your data? Like, do they have access to your data? Whether it’s metadata or otherwise, Are there other rules of jurisdictions you have to consider with that data privacy? So I use every monkey by lots of considerations to make.

[00:28:04.85] spk_1:
Okay, Okay. Thank you. And Kristen wanted to, uh why don’t you lead us out with some Take us out with some, I guess. Motivation. Closing thoughts like to end with?

[00:28:05.97] spk_0:
Absolutely, I would say from a sponsor perspective, whether you’re a large organization or small organization, the riches during the niches. So to do good sponsorship, it requires good data, and it requires those 30 plus data points. But whether you’re a big group or a small group, you can compete at the same scale, especially with the amount of money that’s being spent on cost sponsorship over $2 million a worldwide, which is no small amount of money. That’s that you can get access you whether you’re $100,000 a year, order a $1,000,000 plus requires good data. So make sure you’re collecting good data. Make sure you’re clear on what do you want to use your information for? And, uh, not just the diligent in ah, making training step, but the data is actually protected.

[00:28:50.64] spk_1:
Okay, um, I was I was I was gonna let Christian end, But since the two of you have such divergent purposes, which is fabulous for it’s great for a discussion Divergent purposes around your surveys. Crystal, why don’t you take us out on the on the filling topic? The individual donor side?

[00:29:51.64] spk_2:
Yes. So play for discussing. Don’t be afraid to fundraise just because survey doesn’t mean that you can’t make money off of it. People are supporting you enough that they’re willing to fill out the remainder onto you. They may be going to donators alone, and then I’ll help without it said you have to know why you do what you do with that information. It’s really important in terms of respecting your door time and back. That there giving you this information, you need to be able to use it and sort properly and safely. And then last may I just say please, please please test your survey before you actually sending out Senator One other part fans are other people that are not in the midst of building the surveys that you can find out. You phrase things appropriately. You’re actually wanting what you want to functionality is appropriate. I think that’s just so we don’t have one chance of finding out. So just make sure that

[00:30:01.59] spk_1:
okay, thank you very much. That’s Crystal Mahan, manager of annual giving at stars Air Ambulance. And with her is Christian Rubber Yard founder and chief podcaster at Beyond the bake sale crystals in Alberta. And ah, I’m sorry, Crystal. Did I just say Crystal? Yeah.

[00:30:21.02] spk_2:
You know, yesterday

[00:30:23.48] spk_1:
I say, Chris Christie, Mr Just all I know is in Alberta,

[00:30:25.30] spk_0:
you know, we don’t make it easy on your tony

[00:30:36.35] spk_1:
on, and I got through 25 minutes. So well, and I know it’s a lackluster host. I’m sorry. This is stuck with in the Christians in the capital city of Ottawa. Thank you so much, Christian Crystal. Thank you very

[00:30:40.72] spk_0:
much. Thanks, tony.

[00:33:31.93] spk_1:
Thanks to you for being with joining martignetti non profit radio coverage off 20 NTC, the non profit technology conference Responsive at the conference by Cougar Mountain Software Denali Fund. Is there complete accounting solution made for nonprofits? Tony-dot-M.A.-slash-Pursuant Mountain will get you a free 60 day trial. Thanks so much for being with us now. Time for Tony’s Take two. I am still very proud to announce the launch of planned giving accelerator. This is a yearlong membership community that is going to get your planned giving program started. I’m going to give you exclusive webinars Exclusive podcasts. Yes, beyond tony-martignetti non profit radio, there’s gonna be the exclusive podcast for accelerator members. Small group asked me anything. Sessions over Zoom I’ll have Resource is like templates and checklists. All of this is to get your planned giving program started. You’ll join for a year. I will keep you filled with exclusive content, and you will get your program started. I promise I will make planned giving easy, accessible and affordable. You can check out all the information at planned giving accelerator dot com. If you may not be quite ready for membership, you don’t want to look at that quite yet. You just want to dip your toes in the water. I have a free how to guide about getting your planned giving program started to see a theme. Here, you see, you see the consistency running through here. This is not This is not accidental. Please, please the free how to guide you Download that also at planned giving accelerator dot com, that is Tony’s Take two. Now it’s time for people powered movements. Welcome to tony-martignetti non profit radio coverage of 20 and TC 2020 non profit Technology Conference. Of course, the conference was canceled, but we are persevering. Virtually sponsored. A 20 NTC by Cougar Mountain Software Denali Fund Is there complete accounting solution made for non profits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial. My guests now are Selena Stewart and Gloria Pan. Selena is senior director of advocacy and litigation at League of Women Voters. US. And Gloria is vice president for member engagement at Mom’s Rising Celina. Gloria. Welcome. Hello. I’m glad we were able to put this virtually. It’s good to see both of you. Um and I’m glad to know that you each well and safe and in either D. C or just outside D. C. Selena, you’re in d. C and Gloria. Where you outside Washington Gloria

[00:33:46.60] spk_4:
I am actually near Dulles Airport. So, you know, some people commute from here, but because Mom’s rising is a virtual organization, I don’t. And so when people ask me for lunch, I’m always like, Okay, it takes a little bit more planning. I have to bend. I have to get my body injustices.

[00:34:18.24] spk_1:
Okay, Um, you’re NTC Topic is a revolution is coming. Top tactics, build people powered movements. Um, Selena, would you get us started with this? What? What was the need for the session?

[00:35:27.88] spk_3:
Well, I think, um, I think one of the things is right now it’s all about people power. You know, there’s everything is so politicized right now, and I think that there is often a conversation about how people are involved with what government actually represents or what the government is representing. So I think that that’s really, really important. Um, we also saw, like, a 2018 mawr voter turnout, more voters turning out to vote and things like that. So I think that that also is a part of us people conversation like what is compelling people to participate, even mawr, or at a greater extent in their democracy. But all of these things kind of work together to figure out. Not only do we have people engaged now, but what is important. What just community is more people become engaged. How does how does our definition of our community and communities in general changes? More people are included and participating all of those things. So I think that we’re at a very interesting and crucial moment in time. And so people powered and people involved movement. It’s it’s, I think it’s always happen. But it’s just a coin phrase. I think that’s especially prevalent right now.

[00:35:56.69] spk_1:
Good, Gloria, even though participation is is very high, were also largely polarized. So how do we overcome the opposite ends of the spectrum to tryto bring people together and and organize?

[00:36:01.33] spk_4:
Are you talking about everyone or are you talking about voters?

[00:36:17.39] spk_1:
Uh, well, I’m talking about the country. I don’t know. I don’t know whether I don’t know where the people are voting, but I’m talking about our political polarization. I don’t know if they’re necessarily voting. I

[00:36:20.97] spk_3:
I talked about voting, so I probably threw it off a little bit. Glory. They act like I’m asking for

[00:37:19.89] spk_4:
complication only because, like some of the most talented and I think unifying on politicians in recent memory. For example, Barack Obama did not succeed in unifying all of us, right? So there are some segments of our citizenry that will just not do it. We will not be able to come together with them. But I think that for, um, people who really do want the best for our country and who are open minded enough, Teoh want to hear from other people who have different, you know, slightly different ways of looking at the world. It is possible to do it, and that goes back to what Selena was saying about people powered movements. I think that one of the reasons why that’s become more more of a catchphrase is that you know, we are in an era of information overload. We are in an era of polarization and not believing everything that we’re seeing on the Internet and in the news. And so being able to actually really connect with people on the ground, in person, over the phone, but directly and not going through the filter of social media or news movements is it’s increasingly important, and that will be one of the main channels for us to unify as many people as possible.

[00:38:16.42] spk_1:
So we’re talking about creating these both online and offline, right? Um, people powered people, centred movements. Um, how, Gloria, how do we want nonprofits to think about or what we need to think about in terms of doing this, organizing, creating these these movements,

[00:39:11.07] spk_4:
I’m First of all, it’s about inclusivity. Okay, So, um, at least from where we set Mom’s rising and me speaking on behalf of Monster Rising right now, we want to make sure that whatever we do and if it’s the most people and harms no one at all, if possible. So that’s one part of it. How we speak, how we communicate to make sure that what we’re speaking and how we communicate does not reinforce add stereotypes that creates divisions. Okay, that’s one way, another way, not way. But another thing to consider are also the tools that we’re using. Are we using your people are on different kinds of communication tools. Some people only do Facebook. Other people only do on email on dhe. There also is like text messaging there. All of these new community communications goes towards coming on and being on top of the different tools. Superb, warden, Because we need to meet people where they are. Um, because you’re just a couple of thoughts.

[00:39:36.49] spk_1:
Okay. Um so sorry, Selina. So we’re talking about diversity equity inclusion. Let’s drill down into a little bit of, like, what do we What do we need to do around our communications that is more equitable and non harming?

[00:39:57.72] spk_3:
So I think that’s an important question of us. Definitely something that has been injured in the leaks work over the last, I would say five years, but more intentionally over the last two. I’m sorry. I

[00:40:01.52] spk_1:
mean, he’s sorry. Whose work?

[00:42:09.00] spk_3:
The league. I’m sorry. I always refer to the League of Women Voters with us. Okay. Colleagues were led. Sorry. Boats that are full title is just too long for me to keep saying so. I just prefer to see Oh, I got you know, d I is very, very important for us. You know, our organization has historically been older white women. We’ve also always had members of color. But I don’t know that they were always at the forefront. So for us, our work is really centered in two questions and everything that we’re doing, who’s at the table and who should be at the table who’s missing. So I think starting all of our conversation in the efforts that we’re doing with those two questions allows us to center on our work in diversity, equity inclusion and also use our power as, um, people who have had access to legislator stakeholders, et cetera. How did we use our power and in a way that allows access of inclusivity for more people. So I think that that is really important and something that DEA diversity and inclusion work. It’s hard just versus It’s not easy, you know it. It gets very uncomfortable a lot of times when you’re talking about privilege, patriarchy and all of the talk about as it relates to d I. But it’s so important to get comfortable being uncomfortable and having these conversations that the only way I think that we can start to build a bridge towards unifying Um, CA music is at the end of the day, we may be politically, but at the end of the day, we all share many of the very same values which is historically united this country. Like right now we’re in the midst of the Corona virus. The Corona virus doesn’t care where the Republican Democrat black, white, female male does. It doesn’t matter. I’m at the end of the day, we all have to make sure that we’re doing what we can to be safe as individuals. But also our actions greatly impact the people around us. So it’s more of a It’s more of a community mindset that’s required or to tap this down. So I know that that’s like a little offset. All shoot from what we’re talking about. But I think it all placed together in some way, shape or form.

[00:42:30.65] spk_1:
Okay, um, Gloria about for moms rising. And how do you ensure that your communications are equitable on dhe? Non harmful?

[00:43:35.32] spk_4:
Well, Mom’s Rising has very intentionally built an organization that tries to bring different voices to the table. We are intersectional and we are multi issue, and so from our staff were very bad person, many, many different ways, and from the way that we choose which issues to work on, we also take into consideration which these are being impacted and how we communicate about those and then the way that we campaign is that our campaigns are always overlap. And so there is different people within the organization as well as a partner policy partners from different issue areas. They help us that our issues and the way that we communicate with them to make sure that you know you are we’re not communicating in a way that that that excludes communities, reinforces bad stereotype pipes and raises red flags, make make, make people feel bad ways that we don’t understand because of where we individuals. Campaigners. No. So everything we do is very thoroughly betters through different filters.

[00:43:48.70] spk_1:
Okay, so you re vetting. Yeah, please. Yeah, so, you know,

[00:44:55.97] spk_3:
I totally agree with what glorious said. I think that’s really important because the league is also multi issue and kind of has that you have to compete when you multiple issues. You sometimes have toe think a little differently about how you present yourself on each issue in orderto not negatively impact the whole set of what you’re trying to accomplish. And so for us and the communication speaks, I’m expressly is thinking about whether it’s appropriate who’s the appropriate messenger when we’re communicating so Is it appropriate for the league to be a leader in this space, or do we need to take a step back and be a supporter? So I think that’s one of the things that’s very important for us. Communication wise is we’re figuring out what is what space are we gonna take up in the communication in space and how we’re gonna communicate this issue and then the other pieces Who’s talking? Who is the person that we’re putting in front actually speak about a particular issue and is, Is that the right person? And are they speaking from the lens that’s most appropriate for that particular issue that’s gonna be impacted most as a result of what you’re saying or doing? So I think that’s very important. With Gloria lifted up

[00:46:14.78] spk_1:
time for our last break turn to communications relationships, the world runs on them. We know this turn to is led by former journalists, so you’re going to get their help building relationships with journalists. They’ve been there, they know how to do it. They know what the pitfalls are and they know how to do it wrong so they will steer you to the right way to build relationships with journalists. Those relationships will help you when you need to be heard so that people know you’re a thought leader in your field. They specialize in working with nonprofits. They’re at turn hyphen two dot ceo. We’ve got but loads more time for people powered movements with Selena Stewart and Gloria Pan. How do you manage the conflicting issues? If you know, I guess it’s because there are issues where you have a large constituency on one side of one issue. But something else may seem contrary to that to that large constituency. A different issue that you’re taking a stand on Is that Is that my understanding? Right when you say, you know, potential issue conflict?

[00:46:51.33] spk_3:
Well, when you have a 500,000 members and supporters and you’re in every congressional district, everybody can agree on on how to approach an issue. But what grounds? The league is our mission. Our mission is to empower voters and democracy. Power people defend democracy. So I think as long as you stay rooted in what your chin values statement is that you can find some reconciliation across, you know the most seemingly divergent issues Okay,

[00:46:58.68] spk_1:
climate change That I think would probably be a good example. I was just

[00:47:11.43] spk_4:
I was I was gonna add, okay, that just to step back a little bit. The one thing that I am super super proud of, um, is that a toll east for progressives? I think that we’re actually pretty consistent in about our agreement on your shoes. We may have different levels of intensity and what we agree with, but I think they’re very few conflicts. We may not agree on how to get somewhere, but we all agree on where we want to go. Okay, So in that way, I rather feel, at least from Mom’s rising standpoint, we rarely get. I can’t even think of a single instance where we have conflicts because we’re not agreeing with each other or with policy partners on the most important thing where we’re heading.

[00:47:45.75] spk_3:
So I think that’s a difference, because are the league is it’s not left or right leaning were kind of way. We have members who are both conservative and liberal. Yeah, have some of that conflict more in that. But I think you’re absolutely right. Do we all want the same things and a healthier, more vibrant democracy. Absolutely. So you have to find some common ground in that space. But we definitely have members who are who want to handle things. One way, versus the other. We have to find common ground.

[00:49:02.57] spk_1:
Yeah, that’s the challenge. I was trying to get it. Yeah, okay. It helps. At least it helps me to think of an example like climate change. You know, some. There are some people who don’t even believe that it’s it’s human impacted. And there are others who think, where decades behind and in our inaction Teoh Teoh, reverse the effects of human induced climate change. So, um, it’s Ah, that’s that’s quite a challenge. Really. So, um Okay, Well, where else? Well, should we go with these people? Powered movement ideas? You you, you to spend a lot more time studying this. So what else should we be talking about? That we haven’t yet. I

[00:49:02.65] spk_4:
would actually love to hear from Selena how the league is dealing with. I’m doing your work remotely.

[00:49:10.59] spk_3:
You guys are already virtual. This is like, No, no sweat for you guys, right? Well, you know,

[00:49:37.30] spk_4:
I mean, we do have, you know, our plans range from virtually all the way down to the grassroots. Right? And I think especially for organizations like your Selena, we share the, um, the common goal this year of border engagements. I am very sorry I opened the door. Family a letter out. I’m

[00:49:43.14] spk_3:
very sorry. Okay.

[00:49:45.25] spk_1:
All right. So, you know, um, terms of remote working, but yeah, but how it relates to this topic of people power.

[00:50:59.86] spk_3:
Yeah. So I think that’s really, really important. We’re definitely so it is one thing to convert toe er teleworking, right? That’s one thing. But when your work is so much advocacy, um, and especially the leaders on the ground who are doing voter registration, which requires you to be on the ground talking to people, you know, that has shifted our work. So one of the examples that we have because we have our people power fair mass campaign, which is basically trying to get redistricting reform for across the country and a positive waste that we don’t have another situation like we had in North Carolina where you’re from, tell me and also and Maryland subs we wanna we wanna make sure that you know people are represented appropriately, but a lot of the states that were working in they have a signature collection campaigns going on right now. So how do you do signature collection when you can’t actually be within three or six feet of people? So now many of our leaks air converting to digital signatures and going through their legislator to make those adjustments that they can still collect signatures and meet that need, et cetera, Our love. We have a lobby core, which is 21 volunteers that goes to the hill every month. Obviously, with the hill being also teleworking, it created what we thought might be a barrier. But now our lobbies are doing virtual coffee meetings on Zoom just like this and having those conversations with legislators, legislative staff and all of those things. So I think that the Corona virus has forced us to do our work in a different way. But it’s also being great to innovate and be creative and do the work that people love just in a different way. So we it’s not perfect. I don’t even want to make you think that this is perfect because it’s definitely not. But I think that there’s a lot of positive energy about doing our work and finding ways to do our work in different ways.

[00:52:27.38] spk_1:
Which, okay, is thinking creatively. I for our for our listeners. And I don’t want to focus just on Mom’s rising and legal women voters us. I want them to recognize how what we’re talking about can be applied by them, how they they, what they need to go back to their CEOs or whatever vice presidents wegner And what kind of like discussion items they need to be putting forward at the organization is not now thinking about in terms of, you know, again, people power revolution is coming. Yeah, you know how how how can our listeners helped create it?

[00:53:21.55] spk_3:
I think just becoming involved, like when you’re talking about people powered anything, it’s really about base building. And for me, the goals of base base building are always to grow. A base of volunteers who have a shared value of some sort and you’re coming together in orderto makes the progressive movement on that. It’s also about leadership, development, communities and constituency who turn out who are players in this issue or what have you and then putting issues to the forefront. So I think that wherever you is, what do you value? What’s important to you? You could be a simple as Hey, there’s a pothole, my street that has been fixed in the last year. Can we come together as a community and really talk with our local election officials about making sure our streets are in a position that’s not gonna record cars or have someone get endangered in some way? So I think it comes down to, as on an individual level, what is important to you. What do you value and finding and connecting with those people? Also, that you something similar? And what do you want to change? What is it that you’re trying to change or that would make your life better? And who were the people who can support you in getting that done?

[00:53:55.15] spk_1:
That’s consistent with what you said down an organization level to the same. You know what? The core values, that’s what that’s what drives all the work on, brings people together finding that commonality around, whether it’s the pothole in the street and the individual level.

[00:54:01.45] spk_3:
Whoever whatever. Here, whatever.

[00:54:08.59] spk_1:
Jim Yeah, Gloria, What? What’s your advice for how people can contribute to this revolution.

[00:55:16.50] spk_4:
Um, I think that right now we’re all sitting in our homes and we’re rethinking the way that we do our work. And even as individuals, we’re rethinking the way that we are doing our activism. You think that a very important message right now for activists personally and for organizations that organize activists and try to recruit and build the base, is that now is not the time to step away. Now, more important than ever, it is important to stand top of the issues, to sign those petitions, to speak up and to share your stories, because I will give you a very, very specific example. Right now, Congress is negotiating, arguing over all of these different critical needs in the Corona virus relief bills. While Mom’s Rising has been on the forefront of trying to influence those negotiations. And the most powerful weapon we have are your stories, people stories, what’s gonna happen to your child care center that has to close down what’s gonna happen to a domestic workers who suddenly don’t have a paycheck? Um, paid family leave. This is something that a signature mounds rising issue. We’ve been working on luck forever ever since. Our founding is one of our signature issues. But now, because of the stories that we have gathered and we’re hearing from our members about the need for pay leave and the fact that if we had had paid leave all this time that the burden of Corona virus would have been much lighter this is something that we’re powerfully bringing to the negotiating table. And we’re actually seeing We’re going on paid leave. So all organizations and all individuals, whatever issues that you’re working on, do not step away, continue to share your stories because those stories have to be brought to the negotiating table for policy. And that’s the only way we’re gonna get the policy that we need.

[00:57:30.53] spk_1:
Okay, We’re gonna leave it there. That’s Ah, quite inspirational. Thank you. That’s Ah, That’s Gloria Pan, Vice President, member engagement, engagement at Mom’s Rising. And also Selena Stewart, senior director of advocacy and litigation. The League of Women voters. Us though Gloria Selena. Thank you very much. Thanks for sharing. Thank you, Tommy. Pleasure and thank you for being with non profit radio coverage of 20 ntc were sponsored by Cougar Mountain Software Denali Fund Is there complete accounting solution made for nonprofits? Tony-dot-M.A.-slash-Pursuant Mountain for a free 60 day trial? Thanks so much for being with us next week. An archive show. I promise you, I’ll pick a winner If you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by wegner-C.P.As guiding you beyond the numbers wegner-C.P.As dot com and by turned to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo. Our creative producer is clear, Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy on this music is by Scots Dying with me next week for not profit radio big non profit ideas for the other 95% go out and be great.