Tag Archives: donors

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

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

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

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

 

 

 

Scott Koegler
Scott Koegler: Tablet Apps

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

 
 


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Durney hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you’re with me last week why i’d be put into pyre xia if i heard that you had missed intuitive brainstorming, karen garvey, author, speaker, intuitive and coach described the why and how of her intuitive brainstorming process and the pelota paul parte do our legal contributor jean takagi principle of the non-profit and exempt organizations law group continued our discussion from may tenth on dan pallotti’s video the way we think about charity is dead wrong. Jeanne and i also talked about the overhead myth letter that’s been circulating this week dan’s donor retention ideas. Dan blakemore is assistant director of development for individual giving at international house. We talked at fund-raising day last month here in the city about how to hold on to your donors from phone to facebook this was supposed to be beth cancer, but this turned out not to be a good week for beth to be engaged online, so my fund-raising day interview with her will be next week. Also tablet aps scott koegler is back he’s our tech contributor and the editor of non-profit technology news he’s got info on tablet apse for fund-raising between the guests on tony’s take two. You know tony stick to is always between the guests die without a will and reduce your state’s deficit. There’s a sad story out there about a man with a forty million dollars estate i want to do some live listen love before we go to the pre recorded interview with with dan blakemore, nouma zoho yokohama in tokyo, japan. Konnichiwa, yonkers, new york in new york, new york welcome and argentina buenos our days ah, but that’s either. Alejandra oh, francisco ola whichever of you it is we need the other one to come in. Get the other one on the line, whoever you are, not allehanda or francisco let’s transition now to the interview with dan blakemore talking about donorsearch retention welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen or at the marriott marquis hotel in midtown new york city right in times square. With me now is dan blakemore. We’re going to talk about donor-centric. He is assistant director of development individual giving for international house dan blakemore. Welcome to the show. Oh, thank you so much for having me, tony. I’m really happy to be here. My pleasure. What? What is international houses work? International house were a residential community for international graduate students here in new york city. The residents can be studying pretty much anything at the graduate level. A ce moment. They’re doing it in new york city, and they’re eligible live at the house. We also house interns, trainees and visiting scholars from around the city. It sounds like a pretty dynamic place to visit you. You are you there? You’re sharing meals with them very often. Oh, yeah. There’s. A dime. I mean, there’s a dining room. I usually have lunch every day with other staff members and resident members. Gym facilities, study room’s, computer labs. I mean, we try to have as much in the house as possible for them. S so yes, they have to leave every now and again to go to class or something crazy like that. What? We really want them to stay in the community as much as possible learned as much from each other as possible. Our mission is really driven by leadership development in cross cultural understanding for the residents sounds like an incredible place to visit all over the world, studying all different kinds of things. Oh, yeah, here in new york, all right, your seminar, the topic is acquisition and retention of donors, but it’s a panel and your expertise is the retention definite. So i’m not going to hold you the acquisition part let’s talk about dahna retention. Well, what social media is a big part of that? But i don’t know, he’s, telemarketing a part of that where you want to start with attention before international house, at least in my experience, the attention has been much more focused around kind of really i i call it really the basics of good fund-raising good stewardship, everybody gets a phone call or an email before long before they get their acknowledgment from the president or the director of development. Um, we’re really trying to focus a lot around showing impact to people so that they are really clear on where their money is going, because when i started at our house, we were in the middle of a multi year, multimillion dollar challenge grant and i started i said, okay, well what are we doing to show impact to the people that have given already? Because it’s not gonna be much easier to get them to give us an extra hundred dollars an extra thousand dollars if they know we’re doing the right thing with their money and there’s really something good happening here? Then you have to be going out to other people saying, okay, you don’t know me, but international house is a great place give me some money. Yeah, widely recognized that it’s cost a lot more time and money to acquire a new donor than to keep one s i said, what are we really doing? And we weren’t doing as much. So i really one of the things i’ve been happy to do in my three and a half years there is really focuses on, ah, sustainable stewardship program so that we really engaging people, whether they are named room donors from twenty years ago to someone who set up a scholarship fund last year that they’re hearing from us that they know that the money they’ve given in the past is really having an impact and of course, encouraging them to continue giving because we we got to keep the doors open. We’re gonna keep the residents exposed to. There are all the programs were providing to encourage their leadership. You mentioned a telephone call who would make that telephone call toe donors to thank in the lion share of cases. It’s me? Since i mean, i’m assistant director development for individual giving. But there are some already i said your title once. Yes. You don’t need to drop names dropping yourself ridiculous already rolling. Not even five minutes into this thing. Already heard times. Thank you. Gonna keep things types up here, mike off. Okay. Ah, blood. There are some that i usually will say for the director, development or president. Especially kind of long, long gone generous loyalty donors, alumni that are much older and has been given to us for decades that i think should at some point here from the president, knew usually a much more of a nice treat for them to kind of hear, share their experience of what they remember from when they lived in the house, but also then know that the president is saying, really, we appreciate your support. We value it. Please keep giving and thank you. Okay, that’s important, i think the backdrop is closing in on us a little bit, so, you know, i don’t know if you have to move, but the backdrop is being encroached from from the other side. Oh, well, good, no, we’ll see what they’re trying to force me. They wanted eleven by ten, they were allocated a ten by ten, they wanted they wanted eleven by ten. Ah, all right, that doesn’t matter, way, continue. I mean, we’ve had earthquakes, we’ve had rappel going on. The lights have gone off today multiple times. I’m not surprised that are not our floodlights, okay? Do boardmember sze, what have you ever engaged boardmember for these, thank you calls occasionally, i mean, i’m working one of my many goals, probably in the next year or two calls it because our learned, a long serving president is retiring in the next few months, so i really want to try to get especially starting with the members of our development committee more involved with fund-raising just some have been very concerned or where about oh, well, i don’t have nearly as many friends who are rich, they could come to the gallo or can make a gift at five thousand dollars level every year, so i just can’t be helpful with fund-raising not true much more, so i’m working with them in-kind open their eyes to well, really, if you just make thank you calls and share your experience, why you share with the donors why you’re on the board asked them why they’re giving that’s easy way don’t you don’t need to write a check you don’t need to harass anybody else. That does not mean i don’t want you to get your wealthy friends to come to our special events or to come to speaker. Programs and meet residence. But it’s really about kind of opening up that fund-raising experience letting them see that there’s a lot more to the process, then just begging your friends to give you some money. Ok? All right, very much a personal touch. What you’re trying to bring hopeful. Okay, let’s, let’s. Go online, tio. Some social media. What? What do you what do you like to do on on facebook? Tio? Well, facebook keep donorsearch all social media for us is challenging, i would say, because by virtue of the kind of non-profit that we are, we are key audiences are always residents to currently live in the house. Alumni, donors trust these other people that know of our work. So it’s, we’re always kind of throwing different messages for different populations, all on the same channels because they’re all there falik it would be it would probably be nicer if we could say all the alumni are only on facebook or all the trustees are only on twitter that’s not realistic that unfortunately that is not going to go to them where they are exactly s o i think it’s been it’s been a lot of integration. To say the least, whether it’s the facebook groups like right now i know we have an alumni reunion coming up next weekend and kind of a lot of the mo mentum for it really started on facebook. Thehe lums, who are the co chairs of the reunion committee, released kind they started their own subgroup within our group. Yeah, that was okay, everybody who’s coming to make sure you’re make sure you get your registrations in, make sure you consider making a gift along with your registration. These are all the events we have going on. We hope to see you there, bring your kids if you if you there’s someone that you lost touch with, we’ll see if we can reconnect you with them. Is there someone you know who doesn’t hear from the house anymore? Make sure you two have them send us their new information. You’re happy to have them piggyback on. Oh yeah, international houses facebook poll that make not like, you know, it’s a violation of policy or something? No, i mean there it’s much better for us to have them out there doing it, getting the message to their friends who, while i’m sure, most the bulk of them live like tar page generally know what we’re talking about. But there it’s all. They’re always going to be much more responsive to someone that they know personally. Me or director development of the element i relations director putting something up saying, hope we see you at the reunion there. Are they all the other aliens happening? Okay, but i think the point is that that degree of flexibility, yes, that’s when someone wants to take the ball, including using your, you know, piggybacking on your organization fund-raising page, you allowed it. Oh, of course. I mean, you want that. I want them to feel comfortable putting those messages out because of those people who are pushing the message out are going to be much more effective in their outreach. Then we could be talking to their friends exactly as close as you get. You know, you won’t ever have the relationship that they have exactly with their friends, talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services are guaranteed to lead toe. Right, groat. For your business, call us at nine. 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It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com metoo i have other other online strategies, so well, we’re also wanted were dipping toes. I mean, we’re on twitter and a lot of the messaging there has been focused around current events happening at the house kind of as they’re happening, so there has been some live tweeting i know we did some live tweeting of our gala that was on tuesday because we were honoring big named more more i could do more name dropping if you if you so desire, go ahead, drop one that’s not your you know what my problem was? You’re promoting yourself it’s good thing you have written a book yet we would’ve heard that six times by now we’re ten minutes in, i would have it the title six times. I i’m a long way to go before i’m writing a book, but fareed zakaria is one of our trusty outstanding cnn and yes, fareed zakaria gps fundez he was one of the people we’re honoring he’s going on our board for ten years eso he got our award for promoting international understanding, so he was among the very impressive group that were there. S o i know there was some of the trustees were live tweeting, but also we were live tweeting for constitutional account, okay, just so that people could see oh, this is really happening over its cars, getting his award and all paul volcker speaking and okay, and how do you feel this all relates back to donor retention? I think it relates back because latto things like live tweeting, let people see things are actually happening, let them see that we brought a group of residents there to make sure that the special event donors really get a really a clear understanding of the house and what it is are really mission is all about because if you it’s one thing to have a special event, raise all this money and then everybody goes home and feels fine. But it’s it’s always been a priority for us to make sure that the residents were there so they can sew the donors can meet them because a lot of a lot of special event donors, by virtue of not being annual fund owners per se are not necessarily being alums do not come to a lot of our events, so we’re trying to capitalize on the opportunity of having them all in one space to say here, meet some of our impressive scholarship recipients here metoo of the residents have done really impressive things, and i have plenty more to do in their careers so that they can really start to see the value that they’re providing to our community. And for those who can’t come, you’re able to engage them. They think they can see it on twitter. They can book a cz more photos air coming in from the photographer were trying to push those right back out through links on our website on dh through facebook converters so people will, then they say all way or if you were there, you know, someone who was there, you could go through the photos and say, oh, oh, oh so until i got to talk to frieda cardio that’s impressive. So it’s, i think it meets a lot of different purposes without nearly as much effort as it could take. What is the international house doing? That’s ah, you think really exemplary in doner retention slideshare temporary dahna retention that’s a very good question. Well, that’s, that could be another opportunity for me to pat myself on the back so i’m going to seize on this because you did a perfectly tony, i would think thee one on one reporting we’re doing now for a scholarship recipients, because there are a lot of scholarship funds that have been created probably in the last forty years, some through capital campaigns, some kind of much more independently as someone gets to that point in the major gift cultivation process that they decide they want to create a scholarship fund that stewardship is also has really been really important for us because a lot of those donors again are not in new york city don’t get to come to our events or meet residents at all, and the residents are everything whenever in the spring is usually when i get to do all my interviews with scholarship recipients, and i really enjoy it for one just because in the development office there’s so few opportunities to just engage with residents and just kind of here about what are they studying? What do they want to do in their careers? But this is a great opportunity to come in, talk to them, get there, kind of get their story figure out. What it is, they’re really focused on and then be able to share that information with a donor who can say, oh, i made a gif five years ago, fifteen thousand dollars and its supporting great people like this so especially, i think, it’s i think it’s even more important for people who are not in the new york area than for those who usually do come to events and kind of have a feel for the people that live at the house cause i think we’ve gotten some really positive feedback from people about, uh oh, i had forgotten about this xero this has been so interesting and engaging, i feel like i’m really a part of what’s going on at the house, even if i live in another country and for us that’s that’s the heart of it because we have alumni spread out literally around the world and it’s hard to keep them engaged keep them feeling connected to the work that’s happening in new york while they’re also alumni that’s going on all over the world, but they don’t always get to meet the residence. This reporting lets you know it’s, broaden it for non-profits that may not have alumni and followship maybe in something different you’re essentially talking about outcomes reporting yes, little really see okay, you’re you’re fund of fifteen thousand dollars produced let’s say two thousand dollars in the last year that two thousand dollars supported two or three to three residents, and they’re thieves, they’re they’re what they’re going for in their careers. This is what they’re studying, and this is what they’ve done in the last two years while they lived at the house that has really changed, exposed them, open their eyes to different cultures, expanded their horizons and let them see a lot more potential in the areas they wantto work. Yeah, those are all valuable outcomes impacts that donors air now, you know, within the past four, five years, much more interested in that’s, right? Of course, other other methods of sharing impact at a place like international house way, we’ve been experimenting with some video. I’d like to do mohr video right now, of course. Well, but this is not that i’m not going teo sametz out any donorsearch they’re not going to be interesting. Yeah, it will hurt your i don’t want to hurt your e-giving thank you very much. Ah ah, but no it’s really more. In the last two years ago, some residents actually created their own video just kind of encapsulate there i house experience that we’ve been able to use from youtube. Okay, but i really like to do something probably every year, every two years that maybe some scholarship president’s talking about their experience way have a whole lot of some of the different artists it’s in the leadership programs just so that people can people outside of new york and don’t get to be there really just get to see and even for use at special events where people don’t know what it is we do it’s an easy way to say watch this for two minutes at least you’ll have a flavor for what it is we do the caliber of people that live there and the really impressive people that also have participated in our programs. How many residents are there in a given calendar year? It’s, usually between seven hundred and a thousand oh, my gosh is much bigger than i thought, and seventy percent of the resident population is always international we usually try to keep it to seventy percent international, thirty percent domestic on and they can stay for a short is thirty days and as long as three years. And is there just one location, or do you have multiple residences where? I mean, there are there are multiple international houses were the only one in new york. We’ve been open it. We will be ninety next year. Excellent. Where where is it? In new york, we are all on riverside drive. Almost diagonal from grant’s tomb and next across the park from riverside church. Come in view of the hudson. We have great. Some of some of the residents have amazing views across the river. Some have great views through secure a park and onto riverside church grants tomb s oh, there are it’s a nice views considering where you are and we one of them. Anything one of the many things we’re doing for the residents a za part of our operating support. In addition to found scholarships and fellowships that we provide help them put on programming for the community. We’re usually subsidizing residents by at least twenty five hundred dollars per resident based on what they would be paying to. Have to live in the same area, have the same amenities at their immediate disposal on dh that’s really important to us in addition to providing between four hundred, five hundred thousand dollars a year in scholarship and fellowships, so that it’s easier for them to participate in the community, because that’s there we really believe that they get the most out of their time, thereby being engaged in the community by attending program sam’s, getting to know other people from other parts of the world, because our alumni are always very proud too. Lee, go out and then say, oh, if i find myself in sri lanka, i’ve got five people i know. I find myself in djibouti i know three people i’ve been to srilanka, by the way colombo the capital, your and then i went north into the jungle, and tio advomatic fora long i spent about four foot now better part of a week, five days or so we’ll get more well traveled than i thought so. Let’s let’s, bring it back to dahna returned? Yes. How? How important do you think the annual fund is for us? I’m sorry. I don’t mean the annual fund. I meant the annual report, how important is that? Donor-centric attention, i’m probably going, i’m probably going to i’m going to have to say they’re on some levels very important, but to other people totally inconsequential. I mean to i think for the higher level donors, it’s i think with a higher level donors it’s going to be it’s always going to be of interest, to at least be able to have something tangible and see a while in a meeting. Oh, oh, this is this year. This is last year’s annual report, and this is what? Okay, we meet met thes three these big objectives, here’s, some photos, here’s, the important financials. We added these people to the board and they’re bringing all this extra capacity to what we’re doing. But i think also for the annual fund donor-centric dollars a year, i don’t think they are, in my experience, at least working with them. They seem to be less interested in that it’s much more. Okay, tell me about the residents and what they’re doing and much less of the hard core metrics. Hardcore financials. What what’s really actually happening, but that’s, that is obviously a generalization because we have thousands of dollars. What about the house website, the isles webster terms of not don’t just describe it, but in terms of donorsearch engagement in retention just because we’re recently released a new website unveiled it rather, andre were very intentional about providing and as one specific area where we are sharing quotes from residents. I don’t think we have any video clips up yet, but that’s one of my goals for the next fiscal year that’s really focused about how do your gifts impact this community? And how does it mean so that’s mean for us? I think it’s, i’m hoping for the future going forward. People will be able to go to the website and really get to be able to see very clearly if i give international house one hundred dollars, what am i supporting and to know reasonably ok it’s going to be supporting leadership programs, scholarships, fellowships, outings that we do all over the city and within the region for people to learn more about the city and the u s but also have those opportunities to get to know each other. That noise behind dan is a spinning wheel the booth adjacent. Ours is giving away either caps, t shirts, mugs or a chance to win an ipad, and you spin the wheel for the chance and that’s what you’re hearing. So so yes, we’re not we’re not having a dan does not have any kind of speech impediment have this ability to make a ah native american, i don’t clicking sound while he’s talking and speaking code. There was no code underlying what dan was saying strictly a raffle wheel thank you for that very talented man, but does not do the clicking sounds as he’s yeah, the otherwise i think you work for the national security agency if you were able to. Ok, i’ll take it all right, let’s say, well, let’s dahna retention let’s leave listeners with one mohr one more. One more thing they have advice for small and midsize shops, you know, not alumni related like international house, i would say be sure that you are tracking when you send out whatever sort of fund-raising appeals you’re sending out, whether they’re direct mail, email, web based, make sure you’re tracking who they came from what’s kind of the tone that you’re taking, whether you’re talking specifically about impact, or just really, about good works. And then kind of the basic metrics of response rates. So you, khun, be able to compare over maybe two to three years to say, okay, what do more are more donors responding to a message from a trustee? Are more donors responding? The message from the president of the board? Someone who’s actually benefited from our programs, and if we’re talking specifically about impact, do a certain kind of donorsearch sponsor that one, and because all of this information really will help you better cater your message to the various constituencies that you have, but if you know certain donors on a regular appeal will give you fifty dollars. But when you talk specifically about you provide a clear picture of one resident, one person who has benefitted from your cause, they are, they’ll go from fifty to one hundred dollars, then, you know you need to keep sending them impact pieces and not just generic asked pieces so that’s that that’s an easy ruling road we can and we can explore that a little bit more. We got a couple minutes basically talking about testing. Yes, right. So it’s a little more about how you how you conduct your test for me, it’s thus far, it’s really been been able to look back at i think i usually go at least four or five years back to say ok, which appeals? What was really the response rate? Let’s. See how many people were we mailing to? What did that mean? And then say how much money was raised? Obviously, every donor average gift bob, her donor on dh then kind of try to figure out, even though it is. Every appeal is always different. You can it’s hard to pin the differences on any one thing. But if you’re seeing a trend that people are responding mohr two appeals from trust members of the board of trustees. Theun. Then you know, that’s that obviously needs to be something you’re focused more on. But you have to set up a method of tracking these things. Well, yes, i mean, for me, i do something. I keep it very basic. Usually reckon all in excel brothers, the response rates, the author’s kind of the tone way have what other variables? D’oh, d’oh control for still average average. Give her donor the number of donors that actually responded the number of gifts just so that, you know, just it’s much more about having for me having as much information as possible because you could even see in the economic downturn. Yes, while we may not have received as many gifts, the percentage is still stayed reasonably around. What are averages have been okay, so it wasn’t. It was an opportunity to say yes, our totals are down like everyone else is in america, but people are still giving at or above the usual rate, so we really don’t have it. It’s not like we not like we lost fifteen percent of our donor base just because the economy was a mess. And then this way you also have this data that you can go to your supervisors with you’re bored with to justify perhaps increases. Yeah, in spending in certain ways by saying, you know, we’ve got the evidence that more money spent here is very, very likely to have more money bear more. Yeah, exactly. All right. We’re going to get their damned like, well, that sounds good to me. I appreciate the opportunity to be with you and get to your listeners to my pleasure. We’re connected in lots. Of different ways on the social networks. Oh, yes. Ok, it’s, good to see you in person. Blakemore’s. The thank you is the assistant director of development for individual giving at international house in new york city and we’re in new york city with live coverage of fund-raising day two thousand thirteen. Thank you very much for being with us. My thanks to dan blakemore, little quick live listener love before we take a break guangzhou, china, shanghai as well. Ni hao it’s francisco imbriano zara is francisco. Thank you for that tweet. Got you. Ah, we gotta try to we got to get the alejandro. Where is she? Leesburg, florida live listener love to florida as well. And newport, north carolina. We take a break. Go away for a couple of seconds and when we come back tony’s take two and then scott koegler on tablet aps. Stay with me. You didn’t think that shooting getting thinking e-giving you’re listening to the talking alternate network duitz waiting to get a beating. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. Yeah, you’re listening to the talking alternative network. Durney can burger of charity navigator. And you’re listening into tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Dahna welcome back, i want to get ken berger back on the show because he along with two other ceos from guide star and the better business bureau wise giving alliance are the three people who signed the, um, the overhead myth letter and i’d like to get all three of them on. Ken is in cannes said he’ll do it. I want to get try to get all three of them to talk about that overhead myth letter tony steak to my block this week is die without a will and reduce your state’s deficit. A man from new york city died with a forty million dollar estate he was ninety seven years old didn’t have a will and has no family that has been found, and that combination means that his forty million dollars will be paid to the state of new york. I think that’s quite unfortunate lots of charitable good could’ve been done with that or a portion of the estate just very unfortunate that someone would be ninety seven and not have a will on, according to the new york times coverage which i have linked in my blogged he was about to, but his his accountant, i think or his attorney was was on vacation. And when that person came back, he was finally going to do is will but ninety seven is a long, long time to wait to do well. There’s a possible planned e-giving lesson in there. Maybe you can use some this or something like it for, you know don’t let this happen to you. And the story is more fleshed out on my blogged at tony martignetti dot com the post is die without a will and reduce your state’s deafness. Buy-in that is tony’s take two for friday, the fifth of july twenty seventh show of the year and show number one hundred and forty nine. Next week is the sesquicentennial but it’s going to be low key? Just a, uh, just a regular show. Not a dull show. Just a loki show. Not celebratory, necessarily. I mean, i’ll mention it, but that could be a big celebration. All right, that’s enough on what what’s planned. Scott koegler, are you there? I am here, tony. And you know what? I just heard that my great grandfather just died somewhere up there. And i think that i haven’t been in contact with him for a long time. Well, that and have to be on your mother’s side because his last name was bluhm. Okay, well, it was definitely on my mother. It was anybody’s side. Okay, well, congratulations, scott. Koegler, of course, the editor of non-profit technology news. Which you’ll find at n p tech news dot com and on twitter, you can follow scott he’s at scott koegler konigstein our and our regular tech contributor welcome back, scott. Thank you, tony. Good to be here again, like been forever. I think it has been we might have missed a month for some reason. I’m not sure why, but there has been a while, but you’re back and we’re planned for many months into the future. Oh, good. Yes. Let’s talk about tablets. What? Who? The ipad ipad dominates the tablet market. Isn’t that true? Um, well, it dominates in terms of maybe maybe numbers. I’m not really sure the of the domination at this point because the there’s so many versions of android, you know, because it’s a free operating system right now also, lots of tablet makers are able to do lots of things with it, and certainly the tablets have kind of taken over the world. I have a couple of i mean, between my wife and i, we have to wait for, well, almost anything that we you don’t need a keyboard for, you know? So they’re definitely all over and there’s the there’s, the microsoft surface, of course android also, um, this is their surface android. I know this microsoft windows eight be windows that’s, right? Of course would be window. Yeah, yeah, see, that’s, why that’s why i need you on more often, you know, of course, that would not be android that would not be the google offering that would be windows. But i know microsoft is in the is in that business and which is not that common. They don’t produce much hardware right then. And just as a kind of interesting point there. Did you know that the microsoft surface, not necessarily the tablet, but the surface was the very first kind of a tablet ish kind of thing was a table with multi touch technology that could actually recognize objects that was placed on it. And that was the very first generation of that kind of technology and wasn’t that long ago. Interesting. So it knew whether you had a a stein of beer or a cup of coffee, is that what you mean? It could do that? One of the things that they did that was very interesting was you could take a digital camera and just lay it on the on the surface and it would extract the images and display them across the table. And then you could kind of manipulate them around the table. Pretty interesting. Okay, i probably couldn’t distinguish between like, if you had a glass of sauvignon blanc and a glass of chardonnay. You probably wouldn’t know the difference between those, though. Well, there’s an app for that it’s called someone a app. Oh, yeah, you were wind. You are a your wine aficionado final? Yes, way. We’re talking about that. We’ve talked about that a long time ago on dh. Speaking of fine wines, we have we have someone listening from marseilles. Marseilles, marseilles? Yeah, sure. Yes. Welcome. I hope you come back marseille, but all right. But this is an app for that. But let’s, talk about tablet aps on mostly for fund-raising. You have some? You have some ideas there. Are and i think that there’s i think it really kind of those two directions here. One is tablets for just as an alternative to what you do in the office, you know, makes it, if you out about you want to have your tablet and you, khun really manage your basic activities, just threw a browser. So those are really aps, but it is a way to use it. But from what i can tell most, uh, up and coming used for tablets is in events. Okay, that makes sense, right? Because you can have multiple people of your multiple staff members at events with tablets, they can all be accessing the same applications or different applications, depending on what their jobs are so they could be walking around. Um, managing the the auction, the silent auction or the real option, they can be signing up people for their for their newsletter for their email. They can be doing interviews, you know, videos with the with the tablet and post them in real time onto social media or hang on to them for editing later. So you lot lots and lots of applications that may or may not require specific aps, you know, for fund-raising or her non-profits i like the tablet itself is certainly becoming a big deal. I like the idea of having people roving around. I mean, especially shooting video, it could be the shooting like testimonial videos that could be selling some things, or maybe even accepting donations because you can put a simple card reader, plug a simple card reader in and do cash transactions, right? Right on the spot, right? And i think that’s one of the easiest to get hold of is the taking donations, you know? You’re right either, at the point of the reason that the people showed up that’s for a lot of non-profits know, the event is the thing, right? I mean, that’s that’s, how they get a lot of their activity. Right? So having the tablet with, um ah, and the ability, tio, physical hit people up right there. Not just say yes, i will. I will be a sponsor. I will donate. Okay. Let’s, do it. Yeah. It’s, the old, you know, take out the check book except there’s. No checkbook, right? Yeah. It’s. That is in some constituencies that that may work the on the spot donation. So you have some have some sites for us. Some resources i do, and i were just talking about the ability to take donations on the spot, and they’re they’re three that i that i know of. I think there are many more. Obviously, they’re square, which is the ubiquitous little thing, that little square block that you stick into the earphone jack, um, and squares is one again the most widely known, probably okay, and that’s, the card reader. You slide it, use that card, were used to get into your phone, jack, but it’s, a card reader, and there are there three other card leaders that i’ll just mention, because everybody pretty much knows square there’s, one from paypal. And everybody knows paper may not have known that they also had a card reader. So paypal is great for donations because a lot of people have paypal accounts and they can donate from there that’s one of those abs? Well, we’re really well on the tablet, and then you can get the papal card reader. Teo, go directly to paper. There’s one called blue pay blu e p a y dot com that is another ah swipe leader for your tablet and then there’s into it into it, you know, the famous company for quickbooks and quicken in those things. Yes. So they also have away and i haven’t looked at it, but i have to believe that that card reader most likely interfaces directly with they’re they’re probably, um, with their application, you know? So if you swipe, it goes right into your accounting so that for an organization that already uses quickbooks or quicken, that might be a really good option right here. Ok. All right. So those are all the cash transaction ones. And i’ve even done this. I’ve bought books at aa book signing. And you you sign your name right on the on the line using your finger. Right? Right? Yep. Just draw your name, right? Yep. Well, i i’m accustomed to signing with a crayon. I had to make the transition to my fingertips, but i was able to manage wei have just about a minute before break aside from card readers and cash transactions. What, what what else have you got for us? Um, there’s one suggestion, and that is be sure that whatever applications that makes sense also integrate directly with your social media, facebook, twitter and google. Plus, whatever else you may be using two, but we can talk about a couple of things that do that so that you’re not doing double entry and double posting it disclosed immediately in to your social media, from whatever else you’re doing. Yes, you’ve got some apse that work within facebook very well. And when we come back in a couple of moments, we will talk about them. Hope everybody stays with us. Dafs you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent even more live listener love, it’s, amazing stockton, california always appreciate the golden state checking in sucked in in the oakland san francisco area west east of there, of course, but stockton live. Listen love to you. Lots of people in seoul, south korea. Welcome south korea. Of course. Anya haserot up at quarter to two in the morning listening in seoul. Thank you. And many of you as well should jury japan konichiwa. And from south carolina. Scott koegler you’re in me. You’re in south carolina, right? Scott, i have that i am a doctor. Alana. Tony. Okay. What town? Where you were you calling in from my town is named traveller’s rest traveller’s rest. Oh, yeah, we’ve talked about that. Sounds like an insane asylum. Ah, sunday or a nursing home. Okay. Shoretz, i’m sure it’s. Very lovely. I’m sorry. I’m well, yeah, they called it traveller’s rest. I mean, they have to expect some some comments about that. Uh, one thing about it is there is only one in the country. Is that right? Okay. Okay. There’s. Only one new york city, too. That’s. True. What do you have for us that does? Fund-raising and works inside facebook? Um, there are a couple of them one that i’ve seen is called fund raiser that’s fun are ese, are if you just go on the facebook into search for you’ll find it it’s uh, it’s, an app that is actually within facebook and, of course, then facebook works on tablets pretty well. So it’s really not a nap. It’s really a facebook application, but, you know, since a lot of fund-raising and social activity goes on in facebook that it’s really a kind of a natural for for any kind of a non-profit trying teo integrate all the pieces together, okay? That’s yeah, they’re they’re also at ah, fundraiser, as scott said, r a z e r dot com i mean, as you said, scott yes, fundraiser don’t count as well. What do you what is it? What you like? You’re okay? So you like their social media integration? Any any fees around? Fundraiser? Do you know? Um, you know what? I’m not sure about feeds? I don’t i don’t believe there are. I’m not sure how the what their business, um, plan is in terms. Of back-up you know, making yeah, how they were living. Okay, okay, well, listeners can look att fundraiser inside facebook. What else is going on in facebook? Um well, there’s, a couple of there’s one called causes spelled just like you think it would be. I’m really less familiar with that even less familiar than i am with fundraiser, but i know that causes is one of those applications have been brought to my attention and it’s big, i mean, it’s got looks like almost nine million likes and so that’s much larger than fund-raising, which actually was only about ten, ten thousand, i think so. No ten thousand what? And ten thousand users, users okay, okay. Causes and causes was founded by a couple of friends of the facebook founder mark zuckerberg. I saw one was his former roommate from harvard and one was a former president of facebook, so they’ve got some ins face-to-face they’ve got a pretty high, high connection att facebook okay, causes anything else going on in inside facebook? Well, it’s probably a lot, but those are the only ones that i really know about, okay? I also found a site called inside facebook dot com, which has a bunch of different sites that that use well, operate within facebook, so obviously use, use that social media tool in conjunction with fund-raising and and other things well, inside facebook dot com. Okay, what else you got? Scott and there’s, one application that actually is a nap for for tablets, actually, little workout smartphones as well, but it works on tablets and that’s called razz mobile that’s r a z mobile dot com and on, you know, it’s one of those things. That’s. Uh, it does cost, although i let me see if i know how much it costs. But it is. It is one of those applications you could walk around with and use in an event you can also integrated into other applications. Facebook, twitter, whatever, whatever else you like, it allows you to basically running your you’re non-profit. I would say it could take a place of a blogged. For instance. Whatever you do on there can be posted as news. You can post it out to your social media. Uh, you’re gonna have your videos to it. All those kind of things plus believe it has a donor management function with it. Yep, it does. So you, khun making appeal, take a poll and ask people to donate when they don’t get it on their tablet or on their smartphone. They can interact directly with it by making donations right there. Okay, so it’s sort of a network unto itself? Yes. Yes. It’s. Uh, well, you know, it’s a cloud based application. So anything that you do connects with everything else. Okay, i did get a question from twitter from live listener. Lynette. Lynette, welcome to the show. Glad you listening. Um, she asked a question going back to the card readers. Scott today, do they allow you to capture the cardholders? Information for non-profits it would be helpful for follow-up communications. Do you know if if you can capture other like, contact info? Uh, that i don’t. I would expect that on the face of it. They probably do not because there’s there’s gotta be some privacy implications there, for instance, is definitely not going to it will capture the information from the swipe it will not save that much i know, and i would think that if you’re using the one that integrates with quicken there’s probably window that pops up, that allows you to, um, to capture additional information, although i’ve never used that, so i really can’t bounce for, but knowing how quick and works a, i would think that that’s probably one of those we’ll be there, okay? Lynette says that she likes the idea of using tablets and card readers for on site donations, but wants to be able to continue the conversation beyond just a donation. I guess in that case, if you’re not able to capture it through the transaction app, you no, get the get the person’s business card, and i always like to make notes on cards after him away from the person. So, you know, for that i would probably put, you know, donation or a dollar sign or something on the card just to remind me that it’s somebody who made a donation and that’s and that’s why i want to follow-up that’s a very you know, old world. Jeez, we’ve been exchanging business cards for for generations. I wish i had something more high tech for you, lynette, but i would say grab the person’s business card if you can’t get it inside the app, well, i can offer one thing on their you’re probably familiar with what evernote and have i ever knowed is a is one of those krauz based applications that will even capture almost anything in every note. But they have an app that you can install that connects with evernote, and i think it’s called people. And so what that allows you to do is bring up every note on your tablet, snap a picture of the person and then put in their contact information right there, so that actually would be a really good application for that. And then ever note, um, i will go into the description of every note because it will do so many, many things, but basically it’s a big storage cabinet for anything we want toe record. Okay, cool there’s a record that as proud of you are part of your event. You can then connect that into your your fund-raising applications as well. All right, lynette, thank you for for that message. That was a direct message from lynette, but of course you can always use hashtag non-profit radio if you want. Teo, connect with us and join the conversation on twitter. Scott, we only have about thirty seconds left. Regrettably went quick. What’s right what’s one more site that that you want to expose people to, uh, here’s one if you don’t, if you can’t find the after what you want and you want something specific, try i not for-profit i not-for-profits dot com. You could make your honor grayce non-profits okay. There you go. We you and i know that you and i have talked about creating your own app. Of course. You gotta make sure it’s, widely known after it’s created otherwise. Nobody’s gonna know that’s if you want to sell it, this would be just for your own use for your own. Whatever application you want to do for non-profit. So this is not a commercial thing that you’ll sell this just something you i got you using internally. Excellent. All right, scott. Thank you very much. Excellent. Scott koegler, editor of non-profit technology news at n p tech news. Dot com, and on twitter he’s at scott koegler. Good to talk to you. Thanks very much, scott. Take your time, lynette live listener lynette, thank you very much for your question and uh and you’re welcome live listeners everywhere over all over the world from new york, new york too where’s, the further star shoe jiri, japan welcome s so happy to have somebody live listeners today next week, beth cantor, author of the network to non-profit and measuring the network to non-profit will we’ll run that interview from fund-raising day next week? And maria semple is back she’s, our prospect contributor and the prospect finder google alerts may be going goodbye maria’s got alternatives for you and of course, next week the sesquicentennial but a low key sesquicentennial. Have you liked our facebook page? 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Join us at sixty body sassy soul, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and to find your version of giant success with sexy body sake. Sold every thursday ad. Men in new york times on talking alt-right coms are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales or maybe better writing are speaking skills? 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Nonprofit Radio for November 30, 2012: The Bequesting Brain & Donor Database Dungeon

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Russell James
Russell James: The Bequesting Brain

Professor Russell James at Texas Tech University does neuro imaging research to see subjects’ brains light up when they elect to put a charitable gift in their will. This former Planned Giving fundraiser and director of the Graduate Certificate in Charitable Financial Planning has research-based advice for your cultivation and recognition of bequest gifts.

 

Scott Koegler
Scott Koegler: Donor Database Dungeon

Scott Koegler, the editor of Nonprofit Technology News and our tech contributor, wants you to keep your donor database secure, so nothing can escape. We’ll talk about inappropriate use, SQL, inference and overloads.

 
 

 


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

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

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i very much hope that you were with me last week. It would cause me great distress. I couldn’t stand knowing that you had missed thirty four things to know about people. Andrea nierenberg, president of nuremberg consulting group, returned. She had so much simple and valuable easy relationship building advice from october fifth that i invited her back and the last show, which was, of course, two weeks ago, she had thirty four things to know and howto learn them how to preserve them and what to do with them, and her list of thirty for is now on the facebook page and are linked in group also get engaged to amy sample ward are regular social media scientist, social media contributor continued her siri’s on real engagement and building trust through the social networks. October was setting the tone this month. It’s your call to action. Amy is membership director for and ten the non-profit technology network and blog’s for the stanford social innovation review. I want to welcome new listeners. I need a big spike of listeners in october and i hope that you’re still with me in november hoped very much welcome. Welcome to the show this week, it’s, the big, questing brain professor russell james at texas tech university does neuroimaging research to see subjects brains light up when they elect to put a charitable gift in their will. This former plan giving fundraiser and director of the graduate certificate in charitable financial planning has research based advice for your cultivation and recognition of bequest, gift and donordigital baste dungeon scott koegler, the editor of non-profit technology news. Our regular tech contributor wants you to keep your donordigital base secure so nothing escapes. We’ll talk about inappropriate use sql sounds like jargon jail already inference and overloads between the guests on tony’s take to my block this week is charity registration matters. Why compliance with state charity solicitation registration laws is important? If you’re listening and you’re on twitter, you can use the hashtag non-profit radio to join the conversation with us there where monitoring that hashtag in the studio and i want to welcome my guest is russell james he’s, an attorney and phd he’s, an associate professor and the director. Of graduate studies in charitable financial planning at texas tech university, where he also supervises the graduate certificate and charitable financial planning. He has spoken at the f p international conference, the big twelve gift planters association and giving korea we have listeners from korea pretty regularly, actually, he’s presented his research at universities in the u s, spain, germany, the netherlands, ireland, scotland and england, but i noticed not whales, i guess the welsh don’t care for russell james for some reason, the welsh have not invited him, but the irish, scottish and english have he’s, a consultant to the south korean government, around their effort to adopt plant e-giving legislation, he’s been a plan e-giving fundraiser and a college president. Russell james, welcome to the show. Thanks so much, tony. Glad to be here. It’s a pleasure to have you. You’ve had a lot of jobs but a lawyer. Fundraiser, college president now, college professor, you’re you’re having trouble holding jobs? Yeah, that that is an issue. But hopefully i can. Okay, what’s next, the construction trades. Maybe. I don’t know. No, i’ve got ten years. I’m gonna stop. Okay. Well, that’s it you’re set. Okay. Um, our big questing brain. This is really very, very interesting to me. You do? Ah, neuroimaging research. Why did you decide to pursue this? Well, i’ve spent a lot of time in the area of fund-raising a particular plant giving, and there have been a handful of studies done on shared will get e-giving decision making in the scanner, but nothing had been done yet. Looking at decisions for request, a charitable giving. And so that was something new and something i was interested in. And after getting ten years gave me the opportunity to take about a year and a half or two years to learn how to do this neuroimaging so that we could proceed with finding out how the brain works. When you ask people questions about making charitable bequests, this is not a line of research that a non tenured professor would have the luxury of pursuing. Well, it it takes a long time. And since my original background is not in neuroimaging, it takes a fair amount of time to get up to speed with the process. And it helps having a little bit of job security before you start chasing rabbits like this. That’s one. Of the few jobs you have not held is neuroimaging scientist. Thank you. Um, and what was your methodology for this? So the approach was tio have people when they’re in the scanner, they can observe a computer screen, and we could ask them a variety of questions. And what we wanted to do here is we wanted to have questions that were identical but on lee different and whether we were talking about giving money or volunteering or leaving a bequest gift. And since we can’t actually enforce a bequest gift in the scanner, what we did is we ask them if you signed the will in the next three months, what’s the likelihood you might leave request gift to a particular organization. And we used about about twenty eight large charitable organizations on we also ask them about if they were asked in the next three months, what was the likelihood they might give, give money to the same organizations? Or that they might volunteer time to those organizations in the idea being here, we want to see what brain areas are engaged when people are thinking about the probability or thinking about this idea of, well, let’s. See if i was asked if i was finishing a will. How likely is it that i might do this? Okay, and you compare that with a current gift and volunteering, okay? And because you see those as as different methods of support. And so you thought there might be some different segments of the brain that are that are involved exactly. And also because we understand a lot more about current giving and volunteering because people engage in that behavior very frequently, we can observe it a lot. But the quest e-giving is something that people engaged in very rarely oh, and oftentimes not observed. And so we sort of want to compare with the thing that we know about better. Did the volunteer part did that involve boardmember ship buy-in a chance it did not. It was just a generic question of hey, if you were asked the next three months, right, your likelihood that you might volunteer time too. You know, the american cancer society, for example, okay? Because i think it was boardmember ship. I think their brains would have exploded inside your scanner. You have what we want to avoid. You’d have a mess, and plus you you have a dead subject. So it’s no, in these invalid research. Okay. Concerned with their safety. So that’s a that’s cool this other inside a scanner. And does this look like now? I’m just a little curious about the technology. Does this look like an emery that people slide into? And then the screen is above them? Or what does it look like? That’s? Exactly. Right? So they’re inside an m r i it’s a fairly large boardman sheen, but it still they’re sort of locked in there. And before they do this particular experiment, they get used to using the screen, have a couple of buttons that they can use on each hand to respond to questions on. So they sort of get used to and really, you know, they focus on the screen because there’s nothing else to look at. I mean, it’s fairly dark out there. And you have this projected image of the computer screen on that’s the process which seems very weird, but you actually get used to it pretty quickly. Is you’re going through these preliminary process? How did you get volunteers for to be subjects for research like this? Well, for this first for this first group, we just asked folks who were around the university campus so employees graduate students, that sort of thing in the future we’re looking at once we find the results to make sure that those results are also replicable when we are doing with other populations. Ok, i see grad students. I mean, they’re hungry. That right? So for twenty five bucks, they’ll do anything. You know what? They are paid. Yes. Ok. Eso what did you what did you find? I’m interested in what you found across the three different types of, of, of gift of a way of ways of supporting now also, russell, we just have two minutes before our first break. So just, like, sort of tease what? What you found what we found was two different areas that were much more strongly activated for bequest decisions. Van forgiving, volunteering decisions. Those two areas are the call once called the peculiar and once called the lingual gyrus. Now the brick union is something that’s engaged frequently. When people are taking an outside perspective on themselves, sometimes called it’s been called the mind’s eye. And the lingual gyrus is actually a visual or visual ization area. So when you’re dreaming, for example, you will engage the lingual gyrus, and if you have damage to that area, it can eliminate your ability to dream. So we saw these two areas and independently we’ve got some activity that involves people looking back on themselves from an outside perspective and also engaging in visual ization. But what was really exciting is what we found in other studies that simultaneous osili activated both of the same areas that i think is a lot more applicable to this situation where we’re looking at now so i can tell you about those way have time, or we’re going to take a break first. You said the lingual gyrus is the dream center. Is that right? It’s engaged in that engaged okay area. My lingual gyrus was was hyperactive last night, but you’re probably not into interpreting dreams out suppose you dont go that far do don’t go that far. All right, well, we’re going to end with you, then we’re done. No, russell, james will of course stay with us for this break. And i hope that you do too. Talking alternative radio twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back were with professor russell james from texas tech, and we’re talking about the requesting brain. We will not be analyzing my dreams. Sorry, but those were disappointed in that, but we will continue. Of course, this is conversation. So this is russell. This is what people sort of their self image and and what you call, sir there, their life story right in the reason we say, that is we looked at some other studies that engaged both of the same areas simultaneously. And one of them, for example, was where they i had older adults in the scanner in their sixties and seventies, and they were shown photographs from across their life from the the different ages of their life. And when they saw those photographs in the ones that they remembered what they were doing, they remembered exactly what was happening in these two areas were much more strongly engaged. And so the idea is that these are areas there is associated with what we would call visualized autobiography and there’s, a variety of other studies that also suggests that your reasonableness of this conclusion so the idea being that when people are thinking about making a charitable request decision they’re actually thinking about this concept of how does this fit in to my life story? It’s almost like they’re riding the final chapter of their autobiography and asking about whether or not this cause or this organization fits with that life story. And so it turns out those are very different questions than we might ask with, say, a current gift issues that are in other context, really important, like what’s the next big project, or how financially financially good is this organization, those things sort of fade into the background on this actually fits with some other research that was just finished last year in a phd dissertation by claire roundly and united kingdom, where she interviewed folks about why they had left money to the organizations that they had identified in their in their state plan. And it turns out that really it was all about their life story, it was about their connection with the cause, or with the organization because of something that had happened to them or to a family member that makes that that connection come together. So this it’s a little bit with an example, one of my friends who’s been planned e-giving after he graduated from law school and had this background training when he would go out and talk to people, he would see that they had all of these tremendous tax advantages that they could take advantage of. Maybe they’ve got qualified money that they want to make a gift and, you know, there’s, a state gift and there’s ways to do that, and he would start by talking about that. And he said i had to learn to stop doing that, that what i needed to do was to start by asking, how were they connected with the organization? What was their life story and how it was it was connected in on so that seems to fit with some of the things that we’re seeing in the scanner here, okay? And that’s pretty widely recognized, i think that it’s it’s, the love of the, the charitable work, whatever it might be feeding people, sheltering, education, spiritual, whatever it is, it’s, it’s, the love of the work that that moves people to include the charity in there in there will absolutely. And i think, it’s the issue here of you know, when we think about this sort of related into some psychology from fifty years ago that talks about how two people deal with it, reminders of their own mortality and a couple of things they do one they tend to avoid those reminders, but the other thing they tend to do is to seek what’s been called symbolic immortality, that’s that something about me that’s goingto live beyond me. So it must be, you know, my name or my values or my my family, and we tend to focus on those things mohr when we’re reminded of our of our own mortality. And so this links in with this old psychological research from for many years ago that talks about people’s desire for symbolic immortality, and it’s actually a form of to use another technical term, a form of autobiographical heroism where we wantto see ourselves as being a significant our lives is being meaningful. And so this, uh, psychological theory fits with what we’re seeing in the scanner, in the sense that people are engaging in this kind of autobiographical thinking when they’re making this kind of you did a very good job there of keeping yourself out of jargon jail by defining that very hard to do, but okay on dh this has some implications for recognition of gift, which will get recognition of gift by will, which will get through this thiss idea of immortality i have to send live listener love got tons of listeners today, it’s incredible! I’m going to recognize first. Seoul korea live listener loves seoul, korea my guest, russell james has consulted with your government as they were trying teo create plan giving legislation. Also in asia, we got tokyo and asahi, japan, and a masked listener in china. I don’t know there’s some kind of furtive activity or it’s blocked by someone else but got a mask listener in china here in the u s spearfish, south dakota. I love that welcome spearfish. You’re not you’re you’re hunting there, but you’re but you’re only hunting fish on dno. No big arms, i guess. Alexandria, louisiana, new bern, north carolina live listener love to all of you in asia and here in the u, s and there’s more to come. Um, visualized autobiography now. So this is russell. This is the way we were perceiving ourselves. This is not this is not rational, right? But this is our our our own self image of ourselves. Well, self image, the difference in an inactive activation here was not taking place in the in the number crunching part of the brain thing wasn’t the purely rational prefrontal cortex this is mme or the you know, the the imagery on the scene oneself and sort of your your own life story or or autobiography, you know, finding some support for some of this earlier research in psychology about people being reminded of their own death kind of lends support to certain results that we see in certain strategies that we see if somebody is pursuing consciously or unconsciously symbolic immortality as part of their estate planning problem that’s, symbolic and what i’d like to be symbolically immortal. Well, i would like to be a very good well, you know, let me tell you about some plan giving opportunities. They’re over there at texas tech and the graduate certificate and channel financial planning to wear. When we look at charities that receive a larger share of their income from the quest sources. Often times, you’ll see charities such as universities that are expected to be around for a very long time, especially giving things like a, uh, an endowed fellowship for a scholarship that that we expect to live on beyond us. And it may be one of the reasons why these organizations or other organizations focused on saving lives, whether finding new cures for for new diseases or other kinds of lifesaving approaches can sometimes be particularly attractive, and if you compare that to other organizations that don’t necessarily focus on raising funds for something that’s going to be permanent, but rather raising funds for something they’re going to do right now and spend right now that’s very attractive for current gifts, but it may not be particularly psychologically attractive force st gifts, because we don’t really want something that’s. Just all of the money is going to be used for a big bang immediately after we die. We’d rather have something that is going to last a long time that maybe our grandkids could come and and say, oh, yes, that’s something that my grandfather set up and still here today. But organizations that might have a more current mission could certainly create a fund or an endowment. Or maybe, ah, part of their mission, that is. Something that’s going to be that is everlasting exactly, and what i would encourage because i know there’s always a tension in those organizations if you set up something that’s permanent, those air funds that you can only use the interest off of, for example, endowment that income off. So what i would suggest is setting up these kinds of permanent giving opportunities exclusively for the quest donors on say, you know you can set up a permanent endowment, you nose let’s say it’s, an animal charity, a permanent endowment that will support, you know, one or two are five animals of whatever the interest of the charity is forever, but that this gift is on ly through request e-giving so you don’t have to worry about cannibalizing your current giving, but yet you give those kind of permanent opportunities that are more psychologically attractive when it comes to charitable bequests. Decisionmaking. Okay, i want to remind listeners. Russell james is an attorney, phd and his associate professor at texas tech university, where he supervises thie graduate certificate in charitable financial planning, and you’ll find information about that at encourage generosity dot com is there also, then the concern russell by the way, do people ever call you james russell? People mess that up all the time. I notice i have not done it once. I’m being scrupulous about not calling you james. I don’t get that with, you know, my name’s, it’s, not generally, not a problem, very black, but i will not. I’m being very careful not to make that mistake with you. Do do smaller organizations now, you think have have a little a bit of a challenge over larger, well established institutions that have been around for decades and generations? Yes, certainly, i think that’s a much bigger challenge when it comes to raising the quest dollars as opposed to raising current dollars, especially if we’ve got this connection where we want something that’s going to last a long time, then we sort of have to overcome that barrier if i’m not even sure the organization itself is going to last a long time. There are some ways to overcome that, though. I mean, you could certainly set up permanent endowments that were, you know, managed by a large corporate trust or bank or something like that so that you could give that that feeling, that sense of permanence that would be there regardless of the sea organization but it’s definitely a barrier. The other thing, though, is that people don’t necessarily have to be attached to a particular organization. They may be attached to a cause and it’s just a matter of finding those people who have that life story connection where it is attached to a cause, if that’s the same cause of your organization on dh trying to make that connection with the life story. And so how would a smaller or newer charity go about doing that? How do you make that connection with the with the person’s life story, based on what you’ve learned? Well, there’s, a couple of different ways to do it. One is obviously if you just know your donors and you know, those those connections and those stories, the other is to remind people of those possibilities by telling stories that give them examples, you know, telling the story about a person who has supported a particular cause been involved with the particular cause and ideally, if you have an example, this may be only for a little bit older organizations. But if you have an example of someone who has left money in a bequest that you could talk about how that person is still having an impact today, even though they passed away a number of talking about the deceased request donor zach plea because that’s that’s, the thing that’s really attractive is if i see that example, not only is an example to me in my behaviour, but it’s a signal that says, hey, these people are still being remembered, they’re still being talked about, and they’re still making an impact and that’s the real message that i think we want to get across. That’s, that’s, symbolic immortality, exactly, and that’s different than what we typically see, which is here’s a story about current donors who have made a plan now that’s fine, but that’s not the same thing as showing that we recognize people who are deceased in there, sir. Still having an impact because that’s, where we get that real example of the symbolic immortality. Excellent, i think that’s really that’s very concrete, valuable advice um, there’s also, you have some advice around recognition based on a person’s longevity of giving, irrespective of of the size of the gift. Certainly so if you think about the goal here, the goal is to make it obvious to the person that putting your organization in their state plan fits with their autobiography. It fits with their life story. So one of the ways that we can remind them of how much they fit their life story fits in with the organization is to consider giving recognition to people, not just for how much they gave this year, but recognition to people for their longevity and giving, especially your older donors who, you know, maybe financially, they have a lot of assets, but not a lot of income, and so they’re not giving us much currently, but recognize them for, you know, reaching a five year club, ten year club, twenty year club, you might even consider recognizing them for their lifetime, giving that this is some amount that you’ve given throughout the line throughout your life and the purpose there, you know, certainly if you’re recognizing him for longevity, that has a nice side benefit on current giving that, you know, you want to keep the street going, of course, but it also is a way of saying, you know, it’s, just like, you know, you get one of these credit cards, and it says members sense, you know what if i’ve got that member since nineteen seventy eight will you know, i’m going to stick with this organization because it’s, just part of who i am, you know, part of my my my autobiography in a sense well, i think charity’s aaron a much stronger place to be. Able to do that if they just remind people, you know, look at how long we’ve been together that that kind of idea, where it makes it clear that the organization that the cause is part of their life story and that that makes it fit in very well when they’re deciding which beneficiaries to use in an estate plan, excellent listeners, i hope you’re taking notes or you’re gonna have to go back and listen to this podcast again. Here i thought, russell james, you know, i figured academic is going to be stuffy, nothing is and nothing is going to apply it’s all going to be a theory, a land, and but we’ll have him on anyway. You know? I’ll make fun of him and things like that, but no, i mean the value, the advice is really valuable. No, i knew this is this is really valuable advice for forgetting bequests. And russell. I never thought you were stuffy. I’m just getting well, i can be if you want me to. Because i also presented academic conference. Yeah, no, i know i left that out of your bio now. No, no, we don’t we don’t want that. Don’t turn. Don’t start turning that on. Keep keep the charming side. All right, so also that this this idea that the organization is going to live beyond me, i know you touched on this a little bit, and i just want to i just wantto see if you have any more advice around how we can get people to recognise that this organization will will live beyond you when when they’re sort of a new organization, we just have about a minute left. Well, one thing to consider is this if we look at the strongest competition and our field for those charitable request dollars, the absolute strongest competition comes from private family foundations, and they’re psychologically very attractive because they have your name on it. They follow your rules, and they could live forever. But keep in mind these very attractive organizations are also new organizations. They’re ones that people create essentially for themselves. So it is possible to set up a scenario where you could emphasize that this fund, for example, is a permanent fund. And, you know, if you feel so compelled, you could even indicate that it’s administered by a, you know, by some other financial institutions or entity. Yet if you if you need to do that, but understand that is the gap. It is easier for a long time organizations, but there’s, some strategies that you can do, which will try teo bridge that gap a bit absolutely excellent. James russell no russell james on attorney, phd, professor at texas tech university and supervises the program and graduate certificate in charitable financial planning at texas tech, and you’ll find that at encouraged generosity. Dot com russell, thank you so much for being a guest. Thanks for having been my pleasure. Thank you, and right now we take a break when we return. It’s, tony’s, take two and then scott koegler, our regular tech contributors with me, with me for donordigital baste dungeon, and i hope you will be too co-branding dick, dick, tooting the good ending, you’re listening to the talking alternate network, waiting to get me thinking. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to the talking alternative network. Duitz if you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is charity registration matters. Part of my consulting work is doing charity registration, four charities that don’t want to do it themselves. This is registering in every state where you are soliciting donations so it could be a texas charity, and they may be sending email to wisconsin and paper us mail to pennsylvania and that texas charity needs to be registered in wisconsin and pennsylvania. I do that work, and i also wrote a book for charities that want to do it themselves and my block this week is just reminding charities that it’s important teo be in compliance for three reasons you could be embarrassed. There have been charities that are become public and in the headlines. Um for their failure to comply and have a couple examples on the block. Your board members are at risk because their fiduciary steer charity and if you’re not following laws, there’s potential for personal liability, actually among your board members and the irs inquires the year your annual form nine ninety has a couple of questions that i ask about your compliance with thes state laws and that’s a lot. My blogged the post is called charity registration matters. My block is that tony martignetti dot com and that is tony’s take two for friday, november thirtieth, the forty ninth show of the year. Oh, what a pleasure to welcome back scott koegler he’s, the editor of non-profit technology news, which you’ll find it n p tech news dot com he’s, our regular tech contributor. You can follow him on twitter at scott koegler konigstein and i saw today. Scott, you have a beautiful about paige at about dot com you’re in a desert scene there. Looks like you climbed a desert mountain or something. Is that is that photo shopped? That was actually in phoenix a couple years ago. Okay, it was i did. I did perform some photo shop on it, but nothing that you could notice. Hopefully. Really? Well, it looks very noticeable to me. Were you actually in that setting? Where? The photo that the photo purports tohave one that was sitting on that rock you were? I extracted the cactus songs, though, so that they wouldn’t show. Okay. Oh, i see. All right, they were stuck in your leg? Is that why? Okay, we’re talking this month about donordigital baste dungeon there’s a lot of sensitive data in people’s databases isn’t there there is and it’s one of those things that i think i think everybody kind of knows about it, but i think also that it’s it’s also something that is typically beyond the the the understanding of most folks who are engaged in managing a non-profit i mean, it’s pretty technical stuff, you know? Well, you’re going to break it down because you’re a former officers ceo, right? You’re a former chief information off, you’re going to break this down information off, okay, so we’re goingto this maybe typically outside people’s can, but we’re going to get it within their ken great, but what’s in their first of all what we need to be concerned about what kinds of data first? Well, typically it it could be any data. But the most sensitive, of course, is the information about your donors on a sensitive for a whole bunch of reasons one is you really don’t want that information being spread around, too, although we’re all friendly within the non-profit community let’s, face it. Everybody’s competing for the same funds. So you really don’t want that whole list of donors and their history, uh, kind of spread around to somebody else who may be able to make them, you know, make a better appeals, right? Right. So just just just not letting you get out of the bag the names, right? But then you might have ah, dates of birth. You most likely have addresses. Credit card. What? Right? I mean, well, sure, but right now i’m talking about just the competitive nature, but okay, okay. I’m getting getting someone’s eso security number, which i think typically is not part of a donor database, but definitely credit card information. A cz you said, probably date of birth. Certainly addresses. And those kind of things are pretty sensitive. Um, well, i just moved to south carolina, and just before i moved here. Thank goodness they had a break in of the south carolina, um, business and resident database. And there were literally millions of so security numbers and names. I just sucked out of the database and people around the world, man. Now, imagine if that was new york that that would actually have value. Terrible, right? But in north and south korea in south carolina, no that’s, terrible money, there’s. Nobody listening. I don’t think live listener loved, but nobody in south carolina today, so but i will send live. Loved out tio reston, virginia, forest hills, new york where i used to live. I used to live in a hundred street sixty seven thing i used to write. Buy-in forest hills high school and brooklyn, new york all right, we got some local of local live. Listen, love no. Alright that’s. A terrible new yorker joke. I’m sorry, south carolina. I apologized. No it’s critical. So so that’s that’s pretty embarrassing to the government to the state of the government. What they found out wass that if they had installed a twenty five thousand dollars update to their database, they would have they would have prevented the whole thing which cost them something like forty million dollars. Zoho and isn’t the security doesn’t cost anything it’s relative cost and the damage to your reputation and, you know not to mention the damage to your to your constituents. Financial, no stability and abilities, right? Identity theft is a huge issue. Okay, you haven’t ordered that one of the okay on, we’re going to talk through it. You have an article on this subject at p tech news. Dot com let’s talk about something that i’m not sure you can prevent this one, though inappropriate use right by people who are authorized to access data, right? Did you know tony? And you probably didn’t know this because you’re smart guy, that’s, ziga risk the security is not from outside the the organization, but from inside. Well, i can’t say i knew it, but it sounds intuitive because if somebody’s going to do bad acts, you can’t prevent that all the policies and all the procedures, if somebody wants to get around them and they ran inside are already they’re going, they’re going to do it right, right, it’s pretty easy to do. You put a thumb drive in your computer and you copy it out and there you go. Yeah, typically nobody knows who or what happened. Yeah, there are, by the way, uh, software and systems operating systems like windows. Mac. Um, i got tools that can that can actually prevent that. But again, you have to know about it. You have to know. Think about it, then you have to actually install it. Monitor so it’s not a story simple, but the point is that yes, it’s really possible and happens all the time that somebody within the organization absconds with your data and something they shouldn’t. Yeah, that seems like the toughest one because, like i said, if somebody really wants to get it and they’re inside already, i think they will what’s the physical damage is next what’s your concern that well, you know, physical damages is basically if your computer dies or if your hard drive, uh, you know, fails and he didn’t have been appropriate back-up of your data and again that’s one of those things that just happens all the time and people don’t really think too much about it. Everybody thinks about back-up, you know, you get a computer and set up your back-up hopefully, but unless it’s a an automatic function, unless you’re monitoring it and unless you actually test e-giving bringing your back-up data back from the world story asked the retrieval, right? Yeah, you never know if it really works and you know, the day comes when you really need it, you try it. For the very first time ever. And guess what, probably a thirty percent chance that it’s not gonna work, okay? And that and the back-up shouldn’t only be local shouldn’t only be in your office or even in your in your town. Geever right, absolutely should be. You should have in addition to your local back-up you should have offset back-up, and that could be if it’s physical you can have courier service, pick up a a thumb drive or or a hard drive or wherever and physically carry it off site, and they’re also more and more online back-up services that you simply connect to over the internet cloud, right when you and i have talked a lot about the cloud we have right sabat besides that, a lot of databases now are actually stored in the cloud, so you may not actually have a copy of it anywhere physically within your facility. Okay, so wait be sure you know where it is and where the copies are that you are able to get it back when one and if you need it, something that struck me as interesting you. The article talked about sql so well, i’ll give you a break and i’ll bring it up so you can avoid jargon. Jail? Explain what we’ll explain what sql is. Do you know what? I hope you know what sql stands for? I looked it up. Well, actually, it’s irrelevant, you know, it’s. Very relevant. Weary language structured clear language. Yes. Don’t say it’s irrelevant when you don’t know it’s and it’s enormously relevant. Oh, no, i do know, but the okay. All right. Well, it’s, what? Really right? See, what it stands for is the only thing i know about it that’s all i know that’s. So i’m trying to show off. That’s. The only thing is all i know is what the initials with the abbreviation stands for. Okay, what does west culwell metoo tony martignetti okay. Donordigital base. Which hopefully, in sum of money, what you’re actually doing is your you’re performing a sql query. You’re asking the database to find specific information and that, like that query language. You know something and actually in english, it says find data, like, quote tony martignetti in database a, b c that’s. How actually looks like. But those queries can do a lot of things besides find they can actually delete data. They can change day there, they can move data. And so i could perform equity that says, find all records that include tony martignetti and delete them. Okay, that’s so and there’s all kinds of other things. But you but how would somebody who doesn’t have access to the database this is an outsider now, right? How would somebody who doesn’t have access to the database execute thes sql queries? Well, that’s, that’s what hackers do they find vulnerable spots in certain systems on they just do it. Sometimes they just do it because they’re mean and nasty. And sometimes they do it because they want to move your data from where you have it to where they want it. All right, so so it can’t happen, but it’s basically can it comes up with the under the domain of hacking? Okay, i see you don’t visit, right? It’s, not just inside. I think i think to be more damage done to a database if the if the command was to add tony martignetti, that was probably more create more. That would be much more destructive. What we have just like a minute before before break. Or so ok, you have another interesting one inference. This was logical but interesting what’s what’s inference about in front er, otherwise known as social engineering. If i want to find had the president of a company, i’ll call in to just pick up a phone, call the front desk and say what’s the name of the president company and they’ll give it to me and then i can ask for not in the same phone call, okay, right, separate call or other information and over twenty calls, i’ll get everything that i want. Okay, so each individual bit is innocuous, but you put them all together some nefarious actor is doing, and you can have some really private information, right? Right. And it’s pretty easy to come by surprisingly, yeah, ok, well, yeah, because each little pieces is innocent. Okay, we’re going to take a break, and when we come back, scott and i will keep talking about how to keep your your database dungeon secure. You’re listening to the talking alternative network. Duitz lorts oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people, better business people. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent. All right, scott koegler we’ve laid out these problems and there’s even more in your article. Att n p tech news. Dot com what are some ways toe? Get around and prevent to really prevent these these problems? It really is tough, tony, because there are so many ways that things could go wrong. So the biggest, biggest thing to do is to make sure that you’re paying attention. Uh, number one, i know where your data is and know that it’s backed up half the fact that you have, uh, valid back-up so you can restore check? Uh, check your employees and your your people that are working and have access to the data. You really may not be able to actually prevent it, but no, i just talked to them about how sensitive this is. Be sure that anybody who has access to get to the data has not disclosure. Uh, language in whatever document signed with them, it won’t protect you won’t actually keep them from doing it. But for a lot of people, it may be enough of a, uh just a warning for them toe not go there. It just makes it a little bit tougher. Okay, what about having different access levels? Certainly. And fortunately, most of the applications that are for sale today for non-profits i already have those kind of things. So you have? Ah, user who is able to look up information and possibly key and donations, but they probably don’t have the ability to look into personal histories. They have the ability to delete records, those kind of things. So for the most part, what kind of function is is built into software that amount profits will will buy in order to run their operations. Okay, um, when? When you do buy software, aren’t there sort of default administrative ieds that hackers might be ableto exploit? Uh, yes. Absolutely. Good points a little about that. Would you please? Sure every application comes with the typically it’s the admin or administrator password with password? Password? Uh, absolute first thing you want to change that, uh, you may want to. If you’re actually in charge of setting it up, you may want to remove that that user after you’ve already set up a different one and also check the list. Of existing user accounts because sometimes there may be some in there that air again set up by default. Good remove any that you you don’t know what they are, you can do that also just kind of during your and during the course of using the system, check the usual to see who’s in there. You may have somebody who was registered inappropriately, either by accident or on purpose. They may have found some way to get into the system and register a high level access the count. There really shouldn’t be there. And the best thing to do is just either restrictor access or just delete them. If they are actually somebody that you want in there, go call you up and say, hey, what happened? And if they’re not good, okay, former employees to write, you might have old account old ieds for former employees, certainly, and that should be covered under the hr policies. And i know a lot of small organizations don’t actually have hr policies that goes along with the non disclosure agreement. The sooner someone is charlyne ated, actually, before they walk out the door before you terminate them, you should remove access. To any of the information that you hold right? Okay, so before you actually have the meeting where they’re ended, where they’re terminated, you wantto cut off their access so that they don’t go back to their office and do something mean, sure, because one of their going to do the most right after the meeting, not before yeah, okay, okay, now, i mean, it sounds underhanded, but its protection, i mean, it’s just basic risk management, okay, what about is this much of a deterrence? If if users know that all they’re i don’t know, maybe a keystroke, logging or all their activity with the databases being logged, is that a deterrent? Um, you know, it’s a return for somebody who thinks that they will be held accountable for somebody who who believed that they could get away with it, they don’t care. So it really comes right down to how trustworthy, ru employees and, you know, what kind of people do you have volunteering? And, um, yeah, it’s tough, and i’m not sure that those kind of things are are effective, but it’s, you know, it’s one of those things that also probably couldn’t hurt, right? Yeah, okay. I mean, it will keep the honest people from crossing the line, right? Like putting a lock on the glass door. Okay, okay, um, the thing i was thinking about is maybe this sort of suggests that doing background checks on employees is valuable. I know their their charities that object to doing that, but this is sort of suggesting that knowing the background of a potential employees could be could be helpful. Absolutely. And i think it depends on what’s at risk if you’re a small charity that, you know, has limited resources and limited funds. And, um and you know what, you’re actually what they’re actually what they have, that risk may not be all that much, and i don’t mean to say that you know, that there’s little at risk, but you made you may not really care about doing background checks, but if you’re a respected organization, i think anyone who is coming to volunteer there appreciates that kind of thing. Scott, we have to leave it. We have to leave it there. You can go. Thank you very much. You can follow him on twitter he’s at scott koegler. And that happens to be his name to another coincidence and he’s, the editor of non-profit technology news scott, thanks so much. Thanks my pleasure. Next week i’ll have one of my interviews from bb con, which was the blackbaud conference i was at about two months ago or so, and also maria simple will be back she’s, the prospect finder, our prospect research contributor. And she’ll be back with maria’s top ten the sights she uses most in her work she’s, our doi and of dirt cheap and free. So you know that you’re not gonna have to spend a lot of money to follow her advice today. There’s a new fund-raising fundamentals, which is my chronicle of philanthropy podcast its new out today the topic is year end fund-raising tips you’ll find it on the chronicle of philanthropy website. You’ll find it on itunes and again. It’s called fund-raising fundamentals. You can listen non-profit radio live our archive. Our archive is on itunes at non-profit radio dot net. From there you can subscribe and listen on the device of your choice at your leisure, wishing you good luck the way performers do around the world were still in czech republic and slovakia zoho mv us. Islam vous break a neck, so i wish you for the week. Islam vous. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Last minute live listener love out to mexico city, mexico. Thanks for joining us from there, and i hope that all of you will be with me next week at talking alternative dot com. You’ll listen on next friday, one to two p, m eastern. You didn’t think to get ending. You’re listening to the talking alternate network. Get him. Take it cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com we look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday. Nights nine to eleven. It will make you smarter. Talking dot com. Hyre

Nonprofit Radio for July 15, 2011: Cool Collaborations & Intelligently Engaging Generations X and Y

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Interviewing Sandra Lamb at Fund Raising Day, NY.

Partnerships, joint ventures, mergers and acquisitions. Sandra Lamb of Lamb Advisors talks about collaborations of all kinds between nonprofits. When are they right for you? When should your board be talking about them? How do you decide what organizations to collaborate with and what’s the process?

 

 

Leslie Goldman and Casey Rotter from the US Fund for UNICEF share their expertise in cultivating your next generation of donors. We talk about events, engagement and empowerment of those 21 to 40.

Here is a link to the podcast: Cool Collaborations & Intelligently Engaging Generations X and Y.


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

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Good afternoon and welcome to the show. This is tony martignetti non-profit radio, and i’m your aptly named host tony martignetti we’re always talking about big non-profit ideas for the other ninety five percent, and last week was no exception we had the morning after the big event, three guests explained how best to follow-up your events and why it’s important to include follow-up plans in your pre different preparations? That was a recording from fund-raising day in june in new york city, and the second segment last week was giving us a two thousand eleven report we had holly hall features editor from the chronicle of philanthropy, talking about her concerns from last year’s report and how they were answered in this year’s report, and then bob evans joined me. He was fromthe e-giving yusa editorial board, and he shared some important conclusions from the report this week. It is partnerships, joint ventures, mergers and acquisitions. Sandra lamb of lamb advisers talks about collaborations of all kinds between non-profits where they write for you, when should your board be talking about? Um, how do you decide what organizations to collaborate with? And what is the process for doing that? Then engaging generations x, and why leslie goldman and casey rotter from the us fund for unicef will share their expertise on the subject there, both in those generations. But we don’t know their ages for sure. On all of thiss weeks, guests are from fund-raising day conference in new york city last month. Those two segments will be after this break. Stay with me. You didn’t think the tubing getting ding, ding, ding, ding cubine you’re listening to the talking alternate network to get you thinking. Nothing e-giving duitz are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s, create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com duitz looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker of seen it all, please tune in and call as we discuss dating, relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio. Twenty four hours. Hyre no, this is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven, we’re in times square in new york city at the marriott marquis hotel. My guest now is sandra lam. She is president of lamb advisors. Her conference seminar topic is share the wealth creating and funding winning organizational collaborations sandra, welcome to the show, thank you very much. Tell us about lamb advisors first, you have interesting niche in in working for non-profits absolutely my niche is working with non-profits on mergers, acquisitions, collaborations, partnerships, lots of words we can call it consolidations, strategic alliances and your seminar topic is creating and funding these alliances. I would guess start with how do we know when we need some kind of a partner in a smaller midsize non-profit how do we know my my thought is that it’s a good topic of conversation to have at the board? Because you’ll find out, as you have that conversation that’s strategic alliances are part of ah portfolio of strategic initiatives that aboard should be talking about at all times. Ok, so there are this is not because we’re not only talking about mergers, but taking someone over or being you know, it doesn’t have to be the end of the organization, this could be a very friendly partnership, so absolutely in fact, when you think about it, they really have to be win win partnerships, they’re both both agencies have to find find reasons to want to be working together in a closer relationship. And so then again, the audience for the show is small and midsize non-profits how would ah on executive director bring this topic to the board? How did they convince the board that this is something that should be talked about? Ongoing? I would advise an executive director to talk with a chair first and begin the conversation there with the executive committee, and then i suppose i would advise her to hire someone like me to work with the board because my experience is most most boards don’t initially think of this as something they want to get involved with. That’s not true all the time, but it’s often the case changes, changes difficulty. Why do we have to change why we should think about joining forces with another non-profit so it does help to have someone like third party facilitator to really begin. Working with the board on the advantages and disadvantages of such a such a combination. Okay, what are some of the advantages of a partnership? A major advantage is it is a way to grow the mission of the organization, grow the mission. And i want respect through a partner who brings more clients, brings a geographical spread, brings even new sources of funding possibilities, brings real estate space. That might be important, but just to grow the impact of what the non-profit is currently doing. Okay, is there a committee on the board where these conversations should start? Maybe after the executive committee, where where would where were the conversation go? Well, i would say after the executive committee, it’s, a conversation the full board should have. Now, i will eventually work with a smaller committee of the board on a much more frequent than regular board meeting basis. But at this point, it’s a it’s a really a full board conversation. Okay. Strategic conversation about the future of the agency, which ought to include thinking about murders. Well, mergers. So we have been talking about partnerships before. So what does a merger look like? All right. The merger? Merger zoho word that has lots of different meanings. I use it just to talk about any kind of a coming together of two non-profits to form a closer relationship which benefits the mission’s about. I used the word murder for a very simple reasons. It’s a short word and many of them were. And its many of the words that we used to come together in a closer relationship are long and are cumbersome and our stuttered over. So this was a short word that says two non-profits air going to form a closer relationship. Okay, and neither one of them sacrificing their identity? Not necessarily in some cases, yes, but not necessarily. Okay, so let’s, talk about the where the board is considering something friendly, bringing in a partner that does have some of the advantages that you suggested, maybe more space or more clients or geographic breath that the the organization itself does not have. How do you go about finding the right organisations? Toe look out to reach out to after after the board has decided. Okay, let’s do ah, but let’s let’s look beyond ourselves. How do you start knowing where to look? Okay, well that’s that’s, a research phase and i start real close to home. I talked to the executive director, the senior staff and the board members. They may they may know some other organizations they admire or that do the same kind of work they do, and they may know other board members on this board so you could start right there. But then you spread out and look att websites look att similar mission organizations look, a umbrella organizations look, a government organizations that work in the same area found most foundations will have lists of their grant by issue area on their website, and you can see where foundations air funding, similar types organization so it’s a typical market research to get a long list of of potential partners and then begin to narrow that list down by by eliminating those that don’t fit the kind of criteria that the board and i have put together that was necessary. Okay, so this is still in the research phase. You haven’t still reason haven’t reached out to any of those organizations on your list yet. That’s right? Ok, so not so different really sounds like from unemployment from hiring perspective. From your you’re doing research star, search it’s. The same kind of thing. You have a description of it’s, not a job description, but it’s. A description of what who you are and what you want in a partner, and what that partner may want in you. You know, you’re buying and selling, as i often say. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Hyre hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com geever metoo and let’s talk about that. What? What you may want so it’s going to be critical to establish i would think goals what’s the what’s, the objective where what we’re trying to do with this partnership? Exactly, it is critical and you have to know what you’re looking for and what we’re shopping, and you have to know what you want to buy, right? And so the kinds of things we talk about our with the board and with the exec director are where where do we have needs? What are our weaknesses? You might say where where would we like to improve? So we could improve delivery of our mission, and this could be anything from we need better office space or better programming space to we need to have other diversified funding streams that maybe we could be introduced by another by the partner to, uh, we need to we need to just fine some place where we will have a more stable future outlook, a larger organization within who was umbrella, we can have a more stable outlook. Ethan annual particularly is true an annual smaller non-profits and the annual push to try to balance that. Budget, raise the money and survive. So there are lots and lots of reasons that non-profit might be looking at another non-profit too, to merge with and so after we’ve done the research and pared the list down to ah, a short list who? Well, i’m assuming the next step is starting to reach out to the potential partners exactly who does that? We i always work with kayman the boardmember and the executive director i try to work at a high level is possible. I occasionally will make cold calls myself if no one knows someone on the other side, but we really try to find a connection within the agency to reach out. And there is a script i write the script, which on the phone call goes out, yes. So now this is the interesting part. I’m interrupting, but who makes? I mean, when the first call comes, we’d like to be your friend. Or you know how, tio, how do you script that you’re calling your cold going of a strange organization? Or maybe you know of them, but they don’t know you. How do you make that first contact? What does it sound like? That’s? Assuming that the person that we have calling out knows that other person or or or has a connection of some kind, it may not be direct knowledge, but khun drop a name of knowing that usually goes like this. You know, i’m on the board of x and we’re thinking about our strategic alternatives, and one of the things we’re thinking about is entering into a closer relationship with another non-profit where we we could both benefit from that relationship. This is a terrific organization with a wonderful model of service, and we think it’s something that might be valuable to for you to consider. Can we sit down and talk about it for a few minutes? But you’re trying to get a meeting is trying to get a face to face i’m very tactful, i wanted face to face meeting and almost most people will say, sure let’s, let’s talk, let’s, let’s explore and that’s really all we’re asking in that first meeting exploratory meeting and that would be a meeting with the executive director and you ask for a boardmember or two to be present for that first meeting? Yes, if possible. Yes, i’m with sandra lam. She’s principle of lamb advisors at fund-raising day two thousand eleven her conference topic is share the wealth creating and funding winning organizational collaborations we’ll get to the funding part right now. We’re talking about starting to create them. So you have the initial meeting, then with board member or to an executive director? What are you looking for? What what’s? Your objective in the first meeting. Well, you always want to end the meeting with next steps, bond. So the next step would be to say, look, this has been a good meeting. Let’s sign a confidentiality agreement each way. Mutual confidentiality agreement exchange cem information which would not be in the public domain because presumably, we’ve researched everything in the public domain. So this would be confidential and let’s, let’s. Learn more about each other and continue the conversation. That would be the next. Okay, um, at this point, red flags that would lead you to believe that because you’re talking to a few organizations now, this is your short list. How do you start to get narrow down to that one? What kind of things bother you about some that would lead you to say let’s? Let’s. Drop them from the conversation. Well, first of all, some will just fall off because they won’t. They’ll decide that they’re not interested in us. So marsh art list of its five to ten it’s going to cut cut back a little bit, probably even after that first meet on its own. Yeah, but then you’re looking, you’re certainly looking for mission fit. And if you have misinterpreted the mission fit in the course of your research, that would be one reason and the big the big reason would be financial if you start seeing that that the other organizations financial picture is not as you expected. And one of the things that confidential information permit you to do is to see maur in depth, the financial situation, oh, and past that, you know, if you’re looking for let’s, say, you’re looking for leadership, you’re looking for an executive director and you find well, first of all, that that wasn’t a particularly encouraging part of the conversation. And second of all, the culture is so different that we really have trouble with my staff getting them getting them into this other culture. Culture is critical, right? Very critical. We we see a billion dollar fortune, one hundred companies with failed mergers or, you know, less than less than the results that are promised to all the shareholders on the day that everybody’s shaking hands and because they just didn’t fit from from a culture percentage, the organizations were very different, you know, the people are very different, and we’ve just seen that recently in the financial crisis way have and so what is your role in and at this stage of the process? Well, i’m i’m daily guiding this conversation that is going on, providing information, analysing information, coaching the executive director and the board on the next steps from the very minor tactical to the very major strategic moves that were making during the course of this transaction. All right, we’ve narrowed down to one wait, jump again, ok, we’ve gone down from five to ten, some fell off. We’ve decided that the other the remainder is we don’t need or they’re not appropriate. I should say it that way. We’re down to one. How do we how do we say you’re the you’re the you’re our choice? Well, by this time, we’ve learned a lot about each other. And we’ve learned what each thinks it can provide to the other remember, this is a win win, so we both have to win. So at that point, i’m usually drafting a memorandum of understanding i’m not a lawyer by training, but i do this in non legal ways, a memorandum of understanding and agreement. What letter of intent, whatever word you want to use, the point is we’re putting on paper the understanding of the two parties, that sort of high level this is general principles of a little more detail than that, okay, yeah, it gets into gets into what again, what we expect and what they expect from the relationship pre nup. Okay, okay, and that takes us into a phase of negotiating on dh making you always find out that you’re understanding wasn’t exactly like what the other person’s understanding was, of course, so so we’re in a stage of of clarifying on negotiating on dh about this time a lawyer is very helpful because then we’re really getting we’re we’re moving towards the point where we actually have a written agreement that a lawyer has blessed that that describes the relationship that we’re we’re trying. To form. Okay. And how do we, over time, make sure that the relationship is working, as both parties had intended winning for both sides as we go a year, two years, three years into the collaboration how do we assess the success of it? So we don’t end up like the multi billion dollar fortune? One hundreds? Well that’s critical and difficult. One of the ways to do that is board members from each organist nation constitutent board of the combined organization. So you have boardmember sze watching over the who know what’s in the agreement and watching over the execution and the impact of what they’ve done. If it’s a full merger that one of the organization’s essentially has been merged into the other, there isn’t a lot of legal way you can. You can there’s much. You could do it and why it can be. But if it’s aah looser a filly of your partnership around a program, you can end that at any point. It’s just simply not working. And you want you can unwind it. Should your agreement specify benchmarks for success between this supporting let’s say it is a partnership around a program is it worthwhile to put that into the agreement? Yes, it is. It could be in the agreement itself so that when if there is a falling out or an unwinding it’s very clear that certain benchmarks that were expected have not been made, it should make the unwinding a little less painful. Okay, i was thinking that would set expectations at the at the outset. Okay, that’s creating the creating the partnership was talking about funding it. That was the other part of your workshop here at the conference. How do we fund the issues around funding? Well, the issues around funding are primarily it’s, not cheap, and it takes oppcoll and it takes resource is from each agency, both cash resource is and indirect just time of people working on it, which is a cost, and we’re still on a stage. I believe where the of the foundation world is not yet funding that many of these of these mergers. What we talked about is that if you’ve got a relationship with a good room’s, strong relationship with a foundation already dahna this is capacity building money we’re looking for, and if you’ve got that kind of relationship with that agency, that foundation that does that kind of funding, i think you’ve got a good shot at getting getting agency funding, getting foundation funding, but by-laws i will tell you, it’s, not not every foundation will will step up from the side, you know, so so it can’t be self-funding then it’s not likely toe proceed, then it is far more difficult can’t be self-funding there are some community organizations that make community trust organizations, and there are some there are some groups that some foundations that do this kind of funding there’s one particularly i might mention called sea change lode star, which is a national funder of mergers on dh they they’ll consider once the two ncis where we are in the process. Once the two work together in terms of deciding they wantto proceed, they will they will come in and take a look at it. If they think the merger makes sense, they will fund about a third of the cost in-kind they look, they’re looking for a couple of additional foundations to fund the other two thirds generally rule of thumb. The name of that organization was sieges in the s e a change. Sea change lode star l o d e s t a r center lamb is principal of lamb advisers hyre fund-raising day two thousand eleven conference topic is share the wealth creating and funding winning organizational collaborations. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis hotel in new york city. Sandra, thank you very much for being against my pleasure is pleasure to have you there wouldn’t be anything, do nothing, e-giving duitz you’re listening to the talking, alternate network duitz wanting to get into thinking. 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Metoo welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand eleven at the marriott marquis hotel in new york city and my guests now are leslie goldmen, senior director of major gif ts for the u s fund-raising assef and casey rotter, manager of unicef’s next generation also with us fund for unicef. Ladies welcome. Thank you. Thank you. You’re working to engage young professionals. How do we define young first, casey? Well, generations x and why, but we specifically narrow that down to between the ages of twenty one and forty. Okay for unicef. That’s twenty one to forty. Leslie, why don’t you start us off? Just generally, how do we engage that twenty one to forty? Set? What do your general principles? Sure for us at the u s fund-raising major donors so when we’re engaging generations x and y, our mission is to engage future major donor so those who can give individual gifts now or hopefully in the near future and just how does units have to find major gift? Sure for us, that’s five thousand dollars or more so some of this group can or does give significantly more than that and others work hard to engage their networks to give it that level. And so we’ve formed a steering committee and e-giving circle and five labbate committees that really allow twenty one to forty year olds to get deeply involved with unicef. Okay, you mentioned gen x and gen y now on tony martignetti non-profit radio we have jargon, jail. There may be some people who don’t know what gen x in general. So why don’t we case you want to define those gen x and general i please off the top of my head generations lima jen a member of generation? Why so proud, member? I think i mean, i think they’re actually now between the ages of sixteen and maybe thirty, okay, but for obviously for the us fund, for unicef’s purposes, we brought that to twenty one to thirty, and then i believe generation lie off the top of my head is thirty two forty think forty six that’s other technically defined, so we we’ve decided to focus that, but this group is generally mobile. They’re well connected, they’re committed to humanitarian organizations. Many of them are extraordinarily well traveled. They care about the world at large, so for unicef, there important prospects for us to engage, and they also bring a lot of passion and commitment to something that they become involved with. So when we looked at filling our major gift pipeline, this was a group that we felt was important to engage now, because when you engage young people in an organization, as their philanthropy go grows, we want that to grow with our our own organization now, certainly, the web is critical, teo twenty one, toe cultivating twenty one to forty year old major donors. But let’s, start elsewhere. Is there? Is there? Is there other strategies outside the internet that are cultivating twenty one to forty year olds? Go ahead, leslie. Oh, sure. I think that for us we started with a very active core of friends of the u s funds. So what we wanted to do was to bring them together so that they could be educated about the us fund, that they could feel like they were making a difference. And that they feel like they were bringing their networks together. So that’s, where our steering committee. How are you, casey? How are you bringing them together? Well, we hold. Steering committee meetings and then we hold programmatic receptions and events on dh then we also have smaller subcommittees that kind of narrow in on specific areas, whether it’s events or social media, and they give up their time that way. Let’s talk about good you want to make a point before you were asking how we fund-raising pacific lee from them besides webb on, and one of the ways that we found to be really successful is that we have the group, the syrian committee with thirty members who study different issues that are affecting children and choose to fund specific projects s o that we as an organization have many different proposals in different areas of our work, and so they’ll vote on a proposal to adopt, and then it will have a specific goal monetary goal in a specific outcome as well. And then the group so votes on that and then a book fund-raising for that committee it’s the committee deciding on their own, you’re really empowering the young volunteers, letting because they’re gonna have the most passion for something that they’ve decided they want to do, right? One hundred percent it’s been something you forced. On them, yeah, it’s been really successful not only as an education tool, but as a great fund-raising tool because it encourages they have a sense of urgency and then also a sensitive buy-in that they ownership over that specific project, yeah, sure, the first project that they raise funds for it was called project sprinkles in guatemala and that’s providing micro nutrients to children in need. And because of the success of that project, we were able to take the steering committee down to guatemala to see firsthand what they did. And so, in terms of, um, making them understand the mission of unicef, how we actually accomplish our work on the ground and allowing them to tweet, to block, to hold events, teo, get their friends together. That trip was really essential, and that all came from this project focus where they’ll choose a specific focus, and i think it’s important for people to recognize that your organization doesn’t have to bring people to guatemala, you could bring bringing them to fourteenth street in manhattan if that’s where you’re doing your work well, you’re bringing them and showing them right. Exactly, and i think many other organizations probably. Haven’t easier time than that. Then we do where most of our programs aaron in developing countries. So we try to be kind of experimental and innovative into how we and bring the field to them. Well, so we so often have conference calls with are you with our field staff in the grounds that they’re working in or whenever they’re in town? We hold receptions, more education, mission centric education program? What do some of the events look like that you might host, maybe more social events? Eso if an organization wants to engage his twenty one to forty group, what should they be thinking about in terms of events? Well, specifically, we have two fund-raising events each year, and then we hold smaller cultivation receptions as well that her more program focused, but our two fundraisers with ticket prices are a masquerade ball in the fall, which that kind of embraces augments are current existing campaigns with unicef, which is triggered treat for unicef is a big program we have so this age group wanted to add to that, and they did a masquerade ball that kind of celebrates trick or treat for unicef. But for these the specific age groups, and then we also have every year we have a photo benefit where we’re showing photos from unicef’s work in the fields and that’s ah, usually at an art gallery, so it kind of gets more of the different set of people to attend and there’s more education and program integrated into that so they learn while there, viewing the images, and then all the images are also up for silent auction. I’m going to guess that the twenty one to forty year olds don’t react too well when they’re told what the organization would like them to be doing. And so that goes back to the point you made earlier about having them decide on their own what a committee is going toe. What committee he’s going to take on a priority? Yeah, and what? And one of the things that they felt was important as we were building out unicef snaps generation was this educational component, so they’re invited toe lots of events. They’re invited all sorts of social networking events for all sorts of organizations, and sometimes he’ll come to an event, leave an event and really not quite no what organization they were. Even benefiting so, the steering committee felt it was really critical that the programmatic aspect of unicef be part and parcel of everything that we do. So for example, this photo exhibit has a big educational component, so we’ll have a wonderful photos from the field from unicef’s work, but also facts next to each photograph of something that children are enduring an area that that photograph is taken, for instance, and our steering committee is exceptionally well versed in unicef’s work. So throughout any of these social events, well, here, very rich conversations with their friends about believing in xero that xero children dying of preventable causes, which is a huge mission of unicef and, you know, other other fantastic conversation, so they’re well educated, but they’re also willing to be a thes very social events and taking that mission out there for and every single thing we’ve done is has their buy-in and they feel ownership over that these two events that we do each year came out of their ideas in their brain storming and so that really buy them driving them, you know, it gets them motivated and wants tio they then they bring in their friends and they attend, and they feel very passionate about this project. You hear a common theme about empowering them, having them decide what the what the priority is going to be, and then they’ll be so much more passionate about it. Exactly. And then there’s philantech people grow with us as well. Now, leslie, did unicef do research to find out why young people were leaving events and they didn’t know what they were supporting? Actually, i’m not sure if on that, but on the research side, casey actually has her master’s and fund-raising from gnu and while she was there so heimans center, of course we have guests coming later. Doug white. You know, douglas isn’t okay. He’s been on my show and he’s gonna be on today too. But he’s been on for a full hour talking about one of his books now that’s cable casey’s thesis was on engaging generations x and y in the life of non-profits. But at the same time, she was working in the gift planning department at us fund-raising as a case study for her thesis. And exactly so the research comes right from one of our vario. And so then she was able to craft her own job description, using all of this fantastic thesis research and use that teo craft. This great program, that’s. Great repurpose ing of your of your pieces, turning it into a job. Dafs you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com metoo so you were at usf while you were doing the degree? Yes, yes, i was working in the gift planning department, and i kept on, you know, in my class, i was hearing a lot of organizations complaining about an aging donors, and i was working and gift planning. So i was on the end of the spectrum, and so i was dealing with a lot of older little shorts. And then so i kind of started asking, what was our average doner, where we having an aging donorsearch face? And we found that our average doner was sixty two years old, and one thing that eunice is really great at is instilling a culture of philanthropy among children, we, you know, they grow up trick or treating for unicef, which is something i actually did when i was younger, and then we have teach you nastad programs in schools where you learn curricula about children in developing countries, and then we also have can’t we’re on campus clubs in high school clubs all around the country. And so i actually trick or treat for unicef when i was younger and then was part of my campus club, as well, when i graduated, there wasn’t anything for me to really do continue to do to get involved besides donate, which which i did, but they’re still not that action or the next. So the young cultivation khun lied to future employment exactly, and so many people can actually get job way had to find some other way pipeline gets narrower, a zit, these two employment that’s outstanding. All right, so we’ve talked. We haven’t talked deliver lee about the internet because i wanted to start elsewhere, but let’s, go to social media, the web casey generally, how are you engaging twenty one to forties on the web? Well, they’re engaging themselves. So what we’ve done is we’ve launched so kind of wherever you know, we have a limited budget and limited staff time for this. You set up in infrastructure? Yes, my voice just cracked a sixteen years. We were talking about sixteen. Forty and my voice yeah, i’m now free puberty altum my voice has changed. Sorry. So kind of where we see our shortfalls we kind of employed the group to kind of a brainstorm and figure out what we should do so about a couple months. Ago, we launched our social media committee so it’s, a subcommittee it’s run by a steering committee member and all they’re giving circle members that are part of our next generation group and in tandem with our web team, thie us one for unicef and our social media manager, they you know, they developed a plan for what next-gen oration should do so now we’re on twitter. You can follow us at unicef next-gen we have a great facebook page and a lot of their fund-raising is done through the web we have ah, unicef, if you go to unicefusa dot org’s, backslash next generation that’s our main page and it’ll take you to all the other pages, but they fund-raising they create their own fund-raising pages as well, and then there’s pages per each project that we’re doing at the time. Eso it’s really taken off what’s great is the group, you know, divvies up the work, and every month they kind of create a new plan for what they’re going to do on facebook and twitter and whether they’re going to highlight a unicef program or initiative that’s going on at the us fund, or then then they also celebrate each other and things that they’re doing in their personal lives as well. A cz for unicef. I’m with leslie goldman and casey rotter. Both are with us fundchat ghisolf unicef’s next generation and they’re seminar topic is developing the next generation of major donors one of fund-raising holy grails, you’re listening to tony martignetti non-profit radio coverage of next of know this is not next-gen this is fund-raising day two thousand eleven next-gen is coming in november back-up let’s, let’s continue talking about some of the social media properties. So, of course facebook, twitter using foursquare at all of people checking in at all. We’ve kind of played around with that not necessary just for next-gen for older, for our other initiatives in tandem with the next generation. So unicef tap project, we haven’t figured out where it’s going to go necessarily yet, but it’s it’s definitely in talks okay, leslie any any consideration of ah app before for next? From extra for next-gen i haven’t been involved in any of those conversations yet, have you? We? I mean, we have some we their social media committee there’s someone who creates app so they’ve kind of talked. About it, but we think we need to grow our facebook and twitter platforms first before we kind of reach out. So we have a good network, and so we’re we’re building that now and then in the future, that’s something that has been brought up in the organization as a whole has developed a great apse, particularly surrounding trick or treat for unicef and the tap project to raise money for clean water program. So i think that as the organization gets more savvy on this, which i have done this year, we’ll be able to really partly that and use it for next-gen okay, okay, casey let’s, let’s talk about the the, uh, the person who develops aps now, so he had here she was here, she she so she had an interest, but the organization doesn’t feel it’s quite ready for developing that going that direction. How do you then? But you managed that donor so that and so that they’re not turned off. But, you know, remain engaged, i think it’s being straightforward and honest with them, you know, giving them the ownership. She’s wanted she’s, the co chair of one of our of the social media committee so i think it kind of while she shot it out there, the group, in discussing it kind of came down upon themselves in the most and was like it’s really not the right time for this to be as successful. So i think just explaining the situation of where you are and bringing them into that decision making power and kind of guiding the conversation, too, so that they get there on their own has been pretty successful. Leslie, you were saying earlier that people who were in the next or next-gen are also invited to other other events that are not next-gen events, so talk a little about tryingto get the different generations toe mingle. Oh, sure, when we started next-gen it was really the end of two thousand eight, meaning the economic situation had taken hold. We did not have much budget, so that meant that we had to look at what re sources were already existing at the us fund, how we can tie in next-gen to things that were already happening at the organization, we sort of lost initially the ability to craft our own events and such, so we’ve got a fantastic snowflake ball that happens every year in new york and los angeles, and many members the committee have bought tickets at that event, but also they’ve engaged their parents to buy tables at the event, so that shows that they’re influencing the older generations their families to get involved with. You know, stephan, we’ve got a lot of young people that take part in that event way. We have a junior snowflake committee, and several key members of our steering committee came from that committees they had already been involved in that we just had a incredibly successful event in los angeles called playlist with the a list, which was amazing karaoke event with some celebrities kind of thing you can only do in l a and the committee out there decided to give the balcony to unicef’s next generation because we have three steering committee members and a subcommittee out in l a. So they sold out the balcony, and that was a way to get their friends to come to next-gen teo unicef event. It was a way for the organization at large to be able to sell more tickets and invite more people, but also garnered a lot of press for the event and the next-gen er’s who come, they do a lot with social media, teo further promote the event. So that’s been really a win win? Is those kind of connection points and the committees the grownup committees for those events kind of provide their their mentors for them. So we sent next-gen members to those committees, and they learned they came back, they were energized there like this committee is amazing, we need toe grow and become that in the future as well. And we also have board are our board’s pretty supportive? So we’re trying. We’re starting to create more mentorship opportunities from our board or there are there any next-gen members on the bored of us fund for unicef? Actually, just recently, we’ve extended an invitation to one of the next-gen committee members to join the national development committee. So now when there’s, a new committee formed for a national border there’s an opening, they will turn to us because we’ve got so many fantastic people involved in say, you know who do who do you have? We recognize that they’re up and comers is leaders to the organization, yeah, and our boards recognizing that it’s the next-gen members that are going to take their places boardmember zzzz they retire from the board and they’ve been committed where we’re actually scheduling some small breakfasts with board members and, say, three or four members the steering committee teo, talk about what it means to be deeply involved with an aw for-profit that that mentorship piece on dh mentorship and including that board four development also developing them, bringing them onto the board. Leslie goldman is senior director of major gifts for us fund-raising ghisolf casey rotter is manager of unicef’s next generation at us fund for unicef. Ladies, i want thank you very much for joining us. Thank you very much. Pleasure. This is tony martignetti non-profit radio coverage of fund-raising day two thousand eleven new york city times square. Thank you very much. Thanks, tony. My thanks to all my guests from fund-raising day two thousand eleven the fund-raising conference in new york city in june. That would be sandra lamb of lamb advisors and leslie goldman and casey rotter from the us fund. Thanks, ladies, for sharing all your expertise at the conference. Keep up with what’s coming up. Sign up. For our insider email alerts on the facebook page, facebook, dot com and then the name of this show you’ll find out what is coming up from show to show, and in fact you’ll find out what’s coming up in the next show because i don’t know yet on while you’re there, you can also become a fan of the show, even though the host doesn’t know what’s coming up next week. That’s not a reason not to become a fan you can listen to the show anytime on the device of your choice ipad, iphone, other tablet computer, and you can subscribe to get the show downloaded to your device automatically, seamlessly by going to non-profit radio dot net and subscribing on our itunes. Paige, the creator of tony martignetti non-profit radio, is claire meyerhoff, our line producer for the show, is also the owner of talking alternative broadcasting, and that is sam liebowitz. Our social media has always done expertly by regina walton of organic social media. This is tony martignetti non-profit radio on july fifteen, two thousand eleven hope you’ll be with me on july twenty second. We don’t know what’s coming up, but it’ll be a good show, always at talking. Alternative broadcasting found at talking alternative dot com i think the shooting getting, thinking thing. You’re listening to the talking, alternate network, waiting to get you thinking. Thank you. Cubine. Duitz looking to meet mr and mrs wright but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us starting monday, may second at ten am for love in the morning with marnie allison as a professional matchmaker. I’ve seen it all. 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