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Nonprofit Radio for October 2, 2023: Fundraising For Introverts

 

Brian SaberFundraising For Introverts

That’s the title of Brian Saber’s new book. He returns with uplifting news for those who prefer quiet time over party time: You can be a great fundraiser! Brian knows. He’s been a successful introverted fundraiser for nearly 40 years. He’s also president of Asking Matters.

 

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[00:00:47.44] spk_0:
Hello and welcome to tony-martignetti Nonprofit radio. Big nonprofit ideas for the other 95%. I’m your aptly named host of and the pod father almost forgot that of your favorite heb doin podcast. I can’t quite bring the usual energy today. I will explain in Tony’s take two. Nonetheless, I’m glad you’re with us. I’d be stricken with depopulation if I had to speak the words you missed this week’s show. Here’s our associate producer, Kate with What’s up this week?

[00:01:54.37] spk_1:
Hey, tony, it’s fundraising for Introverts. That’s the title of Brian Saber’s new book. He returns with uplifting news for those who prefer quiet time over party time. You can be a great fundraiser. Brian knows he’s been a successful introverted fundraiser for nearly 40 years. He’s also president of asking matters on Tony’s take too. Got the COVID we sponsored by donor Boxx, outdated donation forms blocking your supporters, generosity, donor box fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and buy Kila grow revenue, engage donors and increase efficiency with Kila. The fundraisers, CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals here is fundraising for introverts.

[00:02:30.82] spk_0:
It’s a genuine pleasure to welcome back, Brian Saber to nonprofit radio. He is President of Asking Matters and author of the brand new book. Fundraising for Introverts Harnessing our powers for what matters. Brian has nearly 40 years of professional experience as a frontline fundraiser, soliciting major capital and planned gifts. The company is at asking mats dot com. Brian and Brian’s book are at fundraising for introverts dot com. Welcome back, Brian. It’s a pleasure to see you.

[00:02:44.99] spk_2:
I am delighted to be back, tony.

[00:02:48.16] spk_0:
Welcome from Palm Springs, California where you are just recently located to from New

[00:02:55.15] spk_2:
Jersey. From New Jersey. Yes. Uh, I have made this my base. Yes, it’s very hot in September here. Uh, but it is beautiful and, uh, I guess it’s one step towards retirement. Who knows

[00:03:14.68] spk_0:
Palm Springs, California is a very different culture than, uh, no Jersey.

[00:03:16.20] spk_2:
It is. Everyone says hello and I don’t wanna say New Jersey, its aren’t friendly or New Yorkers aren’t friendly.

[00:03:25.58] spk_0:
We don’t, we don’t have time. We’re in, we got somewhere to be. There’s too many. I, I can even in small town, New Jersey, I mean, you might get a smile, you might in a small

[00:03:41.53] spk_2:
town here, many people have no place to be a lot of retirees. The pa is slower and it’s sort of

[00:03:43.19] spk_0:
nice. All right, you’re bringing down the average age then

[00:03:46.53] spk_2:
I have, you know, I went from feeling like the oldest person in Jersey City. I might have been the oldest person in my building by 20 years to feeling like, uh, younger than spring time and Palm Springs.

[00:04:25.41] spk_0:
Right. I, I think I better also disclose that Brian and I are both on drugs. Me for my COVID, he had some surgery very recently. So, let’s see what unfolds. Let’s make sure I can keep straight the difference between intuitive and introverts. That’s the first thing since the book is about introverts, we wanna make sure we keep things straight that way. Um, I saw you just, you, um, you were just on Jay Frost Mastermind series

[00:04:31.38] spk_2:
actually, that is this afternoon.

[00:04:41.86] spk_0:
Oh, it’s coming up. Oh, it has. Oh, well, I don’t like being the warm up for Jay Frost at Hack. I wouldn’t, uh, II, I was, I, I was gonna say that he was the warm up for me. Now, I’m the opening act for Jay

[00:04:50.75] spk_2:
Frost. Well, actually, by the time this, this airs Jay’s will have happened. So he will be your warm up act, in fact. Oh, good. Oh, ok,

[00:05:10.20] spk_0:
good. All right. Then we can proceed because otherwise we’re, we’re gonna do this at six o’clock Eastern, uh, at, at three o’clock your time because I’m not warming up for Jay Frost Hack. All right. So let’s, let’s, let’s get some terms. Uh, introvert. We’re celebrating introverts. We’re celebrating introverts, right? You’re an in, you’re a proud introvert. Welcome. Proud introvert.

[00:05:38.51] spk_2:
Thank you. Yes, I am a proud introvert and it took a long time to become a proud introvert for most of my life. I thought it was something I had to compensate for something that would hold me back, something to hide. Something that makes me less of a fundraiser than others.

[00:05:44.45] spk_0:
Your own mom, Elaine Saber was, was confused.

[00:06:39.29] spk_2:
She was confused. You’re right. You read the book closely. Yes. My mother, uh, I, I was very shy when I was young and she thought at a certain point I got past it that I became this confident and outgoing person. Well, she wasn’t seeing what was underneath, which was, and still is a somewhat shy introverted person who wants to move through the world in a certain way. Command respect, uh uh, and be seen as confident and able because, uh, there is some bias, there are lots of biases in the world, of course, and there’s a bias towards people who are more articulate and uh forward and, uh social.

[00:06:41.56] spk_0:
Yeah. Well, they

[00:06:42.33] spk_2:
suck up all the oxygen thing

[00:06:44.41] spk_0:
up, all they suck up all the oxygen and, and so there’s no choice but to pay attention to them because you can’t get a word

[00:07:05.20] spk_2:
in. Well, this is true. This is one of the challenges for introverts that we can’t get a word in unless we jump in ahead of when we really want to participate. And this is one of the great dichotomies between introverts and extroverts. Is that rhythm in a conversation?

[00:07:20.06] spk_0:
All right. So let’s, so let’s talk. Let’s get some of our terms. Uh settle, settled down. So, so introvert, extrovert, uh let, let, let’s, let’s uh uh contrast the, the introvert extrovert for us,

[00:08:03.18] spk_2:
please. Well, in fact, it, it all comes from science and uh introverts are introverts and extroverts are extroverts because of how we’re wired and because of our neural pathways and our transmitters and our enzymes. So which is actually great news to be able to say we are who we are as, as we want to in so many parts of our life and say this is simply how, who I am, who I was born to be. And uh there are a few points here. The first is that introverts have longer neural pathways, brain pathways that they use in thinking through an idea coming up with an idea, coming up with a response to a question, introverts have a longer pathway and dig deeper into their memories into their pasts, into their knowledge base to come up with an answer. Yes.

[00:08:33.40] spk_0:
You say you say introverts rely more on long term memory. Extroverts rely more on short term memory.

[00:09:29.87] spk_2:
Correct? So it’s much easier for an extrovert to grab it that short term memory or what’s coming through their mind right at that moment and to then spit it out and feel it’s a complete thought. Whereas the introvert really wants to stop and think before, before responding. And I, I ask people if they have this same challenge I’ve always had when I’m in a situation where I have to talk quickly. I repeat myself because the first time I say something, it doesn’t sound complete to me, it came out too fast before I could put it together. And I’ve had to watch and try to keep myself if I’ve had to talk quickly from repeating myself. It’s a bit of a mind thing there. Uh You might get too much into your mind, but I, I watch that now so that I’m not repetitive. And you

[00:09:37.83] spk_0:
said you asked other people are uh did you find

[00:12:58.28] spk_2:
and other people find the psycho with you? Yes. Yes. Yes, they are. Simpatico with me. They get it. So that’s the first difference. The second difference has to do with dopamine and Acetic Cole. And I’m not a big science guy, but I dug into the science for this book because I really wanted people to understand who they are and what’s making them tick. Everyone’s heard of dopamine. We hear it all the time. We hear about it in terms of sports and that rush and everything who’s heard of coli very few people. Well, they are complementary uh neural transmitters. Dopamine is called the feel good uh uh transmitter or enzyme. And when dopamine is activated people, well, pe dopamine is activated, I should say by external rewards and excitements and things. Aesthetic cole is the internal, feel good that’s activated by going inside by what’s what, what you’re feeling inside yourself. It’s a more of a self-satisfaction and it’s been proven that dopamine is more active in extroverts, anesthetic coline and introverts. So, extroverts are motivated for that to get that excitement, to get that rush in the moment that might come from meeting with people, meeting new people at a bar, going to an exciting concert and feeling the the mood of the crowd. Whereas introverts aren’t as reactive, their dopamine isn’t as reactive and so are less drawn to that type of activity and get less pleasure out of it. They get more pleasure out of quieter activities and often more solitary activities where they’re actually thinking deeply. And I’ve noticed only very recently, I’m not a big joiner. That’s an understatement. Actually, I don’t like to join things, but I’m into groups. One is uh yoga. I’m a big yoga guy and I realize what I like about yoga is we’re together, but we’re not really interacting. I’m feeling the energy of the room without having to be social the whole time. I’ve also been in a chorus for the last two years as you know, tony, I started singing now, I’m in a chorus. And what’s nice about the chorus is we chat a little bit beforehand and during the break, but most of our time together is spent making music where the interaction with each other is, is not a social interaction and it’s much more comfortable for me. I hear of these meet up groups all the time and for a million dollars, I wouldn’t go to one of those events. So, so, you know, I’m very aware of where I’m getting my energy, people think because I do have many friends and because I do well in social circumstances that that must mean an extroverted. But in fact, I’m using a tremendous amount of energy that wears me out. So those are the two big differences and sometimes people to simplify it. Think of extroverts as those who talk to think and introverts as those who think to talk, right. Extroverts process out loud, introverts like to think, process internally and then talk,

[00:13:24.15] spk_0:
you make this clear in the book, let’s uh distinguish between being introverted and shy. Uh

[00:14:27.87] spk_2:
Yes. So often they’re conflated because they often result in the same thing. Someone who’s a little reticent to be in groups, maybe a little awkward uh off to the side, want to spend time alone. Uh Shy has to do with fear of being judged and the opposite of shyness is an introversion. It’s outgoing ness if you will. Um So you can be shy or introverted or both. So, um there are shy extroverts which might seem odd but uh it an extrovert can be drawn to the shiny object into the, the uh the big social circumstance and still be shy in that situation, uh for fear of being judged. They’re, they’re two different pieces of the pie. OK.

[00:14:29.95] spk_0:
And then, and then you throw in, uh, Ambivert,

[00:14:33.81] spk_2:
which I

[00:14:34.58] spk_0:
thought, I, I thought of, I thought of her Metro but you don’t, you don’t call it her Metro.

[00:14:41.08] spk_2:
That’s a big scientific term.

[00:14:52.28] spk_0:
And it’s a nice, uh, that was a good prefix for, uh, for, it could be either one, her Metro but um uh Amber, Amber, right? Adex, we can balance both. Yeah. You think they exist? So

[00:16:42.93] spk_2:
yes, I think the ambivert exists. There’s been a lot of discussion about Ambivert lately. I think it’s helpful, but it can also keep you from understanding yourself because basically if you’re gonna say, well, I’m everything. OK. Well, what drives you, what, what you, you need to have some way forward and I, I think ambivert to me implies an equal amount of everything. Whereas I think we are most of us more of one thing than another. So you’ve had me on before and some of your listeners probably know the asking styles that we created at asking matters. And those really were the kernel even for this book. And uh there are four different styles, but we also have a secondary style for each because no one fits cleanly in one box. And when people take the quiz or they look at the graphic, they, they, they sometimes say, well, I feel like I’m a little bit of each of those. And I say, well, you know, you could be closer to what you’d call the origin of the various axis in this, right? Some of us are Uber, this or Uber that we’re all on a spectrum. We all have more or less of various things, whether it’s uh um in testosterone or it’s introversion, right? Dopamine reaction to dopamine reaction to a subtle and the idea through all of this discussion, I think, and through all of these different uh personality assessments and the work I do specifically related to fundraising is help people get a better sense of who they are, feel comfortable with that, understand they can succeed, given who they are and that they don’t have to be the other.

[00:17:26.62] spk_1:
It’s time for a break. Donor box quote. We’ve seen incredible results with Donor Box. In the last year. We’ve boosted our donations by 70% and launched new programs in literacy, health, child care and tailoring for our girls. That’s Jennings W founder and executive director of Uganda 10 18. If you’re looking for a fast, flexible and donor friendly fundraising platform for your organization, check out donor box, donor box dot org. Now back to fundraising for introverts

[00:17:50.99] spk_0:
since you, you raised the asking styles. Well, this seems like a good place to acquaint folks, but I was gonna bring it up later, but we may as well just remind folks, you know, first of all the quiz that uh you referred to is at asking uh asking mats dot com and it’s AAA three minute quiz you ask about th there are about 30 questions. You don’t, you don’t overthink them three minutes. You’ll, you’ll get your asking style. But so what are we talking about if you can give us the 2 to 3 minute version of what the asking styles are? No point in my trying. You’ve been talking about this for decades, you can do it much more succinctly.

[00:18:12.19] spk_2:
Ok? I I had a feeling you might be asking about the asking styles later, but it just felt like the segway. So you,

[00:18:30.73] spk_0:
yeah, so you know, you run amok. Uh The guest guest takes advantage and has his own agenda. That’s fine. But I, I, so I yielded to it. Uh but I’ll just make it uh explicit with my consent. We will move into the asking matter, the asking stylist and

[00:18:39.70] spk_2:
for the record, one of the things I just adore about you is your sense of humor. And I think that’s why we get along. So

[00:18:46.55] spk_0:
please do proceed with my consent.

[00:22:16.09] spk_2:
Why? Thank you, sir. Kind sir. So the asking styles were developed by me and actually by Andrea Kilted, she was my co-founder. I always give her credit for this. Um And we, we came up with them because we wanted to help people in the field understand their strengths as askers, fundraisers and in, in particular askers because asking for money. That moment where you ask is such a difficult thing for so many people. And most people say I can’t do that. Especially volunteers and board members, we were both dealing with lots of boards and board members would come on and say I’ll do anything but fundraise. I’m not a fundraiser and so forth and we wanted people to understand that there isn’t just one type of fundraiser. There’s this stereotype which truly is just that uh fundraising and the fundraising, you and I do a lot of the major gifts, the plan gifts, capital gifts, they’re all based on relationships. We all have relationships in our life with a variety of people who have different personalities and we make it work and we bring different parts of our personality to the table depending we acknowledge uh who others uh are in, in, in terms of their personalities. I just saw a new book came out something about get people how to get people understand people. We wanted people in this nonprofit sector to understand who they were as askers. And we based it on two characteristics. First, how you interact this extroversion, introversion spectrum and then how you think uh the analytic intuitive spectrum and came up with a grid, not dissimilar to a Myers Briggs or a disc grid or any of the personality assessments people are familiar with, but we did develop it ourselves from scratch. Uh uh And, and the result is these four major uh asking styles. Rainmaker go Getter, Kindred Spirit emission controller, either the analytic extrovert, the intuitive extrovert, the intuitive introvert or the analytic introvert. And based on that there are skills and a style that predominate for you. Whether it’s the analytic extrovert. The rainmaker who is sort of driven strategic competitive, keeps their eye on the prize very objective or the intuitive expert. The go-getter who’s, who’s a big picture thinker and makes friends easily quick on their feet, engaging important skills for fundraising. The intuitive introvert, the kindred spirit, feelings oriented that is who I am. We our hearts and our sleeves, very personal relationships. And we tend to be attentive and caring and thoughtful towards other people, not to say rainmaker and go getters can’t be caring, but we excel at thinking about others and making them feel good. And then the mission controllers, the analytic introverts who are very planful and systematic and detailed and observant the best listeners, those most likely to sit back and watch what’s happening. And for those of us in fundraising, we know the number one skill really is listening and learning from your donor. It’s not telling them everything about your organization and trying to convince them of something, but learning from them and understanding who they are so that you can relate them to your organization and vice versa. So those are the four styles and um

[00:23:40.35] spk_0:
each of them, each of them has value in fundraising. Uh each of them could partner with others to enhance their own skills. Each of them could identify potential prospect and donor relationships based on their own styles as well as the prospect styles as, as best as you can suss those out. So, and you and I have talked about the styles on the show. I, I we’ve, we’ve done a show devoted to the styles, the styles and all and the, and the quiz to find out what your style, primary and secondary is again, is that uh asking matters, not asking styles. That would have been too simple. I don’t know why they didn’t choose asking styles but they didn’t. So uh they, he Brian, I don’t know why he didn’t, but it’s asking matters. Go to asking matters dot com. That’s why um that, that’s where the quiz is and that’s where all the info is. And uh I am, I am a uh uh I’m a Go Getter, Kindred Spirit. Yes. My, my one and two. And you’re a Kindred mission controller,

[00:24:35.43] spk_2:
right? OK. So your intuitive really dominates and you’re um you’re strong intuitive, strong from the gut. Yeah. And my uh and, and you have, you might say about more of a balance between introvert, extrovert, you’re not Uber, extroverted necessarily, right? My, I am uh being a, a Kindred Spirit mission controller. I am primarily an introvert and I have a balance of the intuitive and the analytic. In fact, you know, II I have an economics degree. I have a business degree. I have an architecture degree. I have all of these degrees that do depend a lot on quantitative measurement analysis, things like that. And I’m a good organizer. I don’t care to do it. I’m a kindred spirit. I’ll go along with whatever anyone wants to do because I want everyone to be happy. But people put me in charge because I can do it because I can organize something I can put on a special event if I have to and it’ll work well. So that’s how I define

[00:25:00.09] spk_0:
myself. In fact, you were CEO at uh Hudson Guild in New York City for years, six

[00:25:10.63] spk_2:
years, I was at Hudson Gill for eight years in, in total as deputy and as Ed and yeah, and I, I was pretty good at running the place coming up with budgets keeping to budgets. Uh

[00:26:09.27] spk_0:
Yeah, it would not have had eight years of, of uh lackluster performance. No. So certainly it was uh it was a successful run. All right, let’s talk about one of the opening chapters. Introverts are great fundraisers. We’re here to celebrate introverts because we, you know, we don’t want people to feel that they have to be something that they’re not right that you have to appear. You have to make a, make a AAA presentation or uh put up a facade of something that you aren’t to meet some fundraiser stereotype that is uh uh lacking and phony and we, you know, if you’re an introvert, we want you to show up as you are wherever you are, what we want you to show up as you are. But we’re celebrating today. Introverts. So, uh, like I said, early chapter introverts are great fundraisers. Why is that?

[00:28:31.44] spk_2:
Yes. Well, to pick up on something, we said a little earlier, the, the number one point is definitely the listening skills in a conversation. You’re either talking or you’re listening. Hopefully, if you’re not talking, you’re listening to the person who’s talking, I guess you could be zoned out. And in fundraising, we want the donor to do more of the talking. Well, it’s much easier for the introvert to sit back and let the donor do more of the talking to have more of the focus on the donor to keep asking questions and having the donor answer them. It’s a good skill overall, but it’s one that comes more easily to introverts and sometimes extroverts have to work at it. We, we talk about how we want our donors to talk more than half the time. Ideally more like 65% of the time if we can get above that. Amazing, not always so easy but important. So this listening is key and, and another reason listening is important is that it’s been proven that we remember the least of what we have heard. We remember much more of what we ourselves say and do, and we remember the most about how we feel or felt. And if, if, if, if I’m a fundraiser and I’m talking nonstop about my organization and not really including my donor in the conversation. My donors not gonna feel that great may might feel. Oh, ok. It sounds like a great organization. But isn’t going to feel any attachment, isn’t going to feel involved? Isn’t going to feel like there’s any stake and further may not even remember the important points you’re making because you’ve made so many points your donor might remember them all might remember the least important might phase out. So listening is extreme ordinarily important and it’s something that introverts do really well. We also tend to go deep rather than broad, right? That’s how our minds work. So we like deeper friendships, deeper, more meaningful conversations and it’s not that extroverts don’t like meeting people aren’t intrigued by people and such. But introverts do dig deeper and develop uh uh deeper relationships.

[00:28:39.35] spk_0:
Curiosity. II, I call it, I uh you refer to it in the book too, a curiosity about people.

[00:28:56.20] spk_2:
Yes. And I, I’m not saying extroverts don’t have a curiosity. Andrea and I were talking recently and she’s very curious about people, but she isn’t gonna dig deep, right? She’s as deep as I will for instance. Um And that there’s nothing wrong with that. It’s, it’s different, right? You, you, you can spread the net, right? Until,

[00:29:08.66] spk_0:
until the conversation gets awkward but you don’t

[00:29:43.37] spk_2:
maybe. Um but I, I do think you extroverts help spread the net wide if I want looking at it in a different way than I’ve spoken about it. You know, you make lots of friends and have lots of relationships and I think the introverts deep can deepen those. Uh So that is the non, so listening and, and being attentive because attentive is related to listening, right? So they go together and tho those are key

[00:29:47.11] spk_0:
also sharing our own stories.

[00:30:06.38] spk_2:
Yes. And introverts in particular, Kindred spirits are more likely to share their own stories. Intuitive come from the story side where analytics often come from the facts and figures and outcome side. Now you can put those outcomes and uh uh uh statistics in a story of course, and I teach that, right? You want to tell your story, but that touchy feely warm story often comes from an introvert and most often from an intuitive introvert, it’s just how we roll and those are proven to be rather effective.

[00:30:33.77] spk_0:
Sharing your own story also reveals that your understanding, you’re processing, you’re empathizing with what the person has just said because you’re, you’re relating it to your own experience, what you’re relating, what they had just said to your own experience and then you can convey that. So I, so as you, I, I think that reveals to the person you’re speaking with that uh that you understand and, and empathize and you’ve seen it in your own life and here’s how, so I fully understand what you’re saying because the, the same happened to me sort of.

[00:31:50.00] spk_2:
Yes. Yes. And of course, in fundraising, we teach everyone to do that. It’s just what comes most naturally. And at the end of the day, there are some fundraisers who are super duper stars with tons of experience who have closed gazillions of gifts and can and can figure all this out. But for most people in the field, we’re trying our best where we’ve had very little uh training. We’re board members, let’s say who have had virtually no training. Um And, and at the end of the day, we need to just rely on who we are and as introverted fundraisers, board member, other volunteers, staff member can rely on that listening, that empathy, that attentiveness to, to be very successful.

[00:32:44.12] spk_1:
It’s time for a break. Kila increase donations and foster collaborative team work with Kila. The fundraisers, CRM maximize your team’s productivity and spend more time building strong connections with donors through features that were built specifically for fundraisers. A fundraiser. Crm goes beyond data management platform. It’s designed with the unique needs of fundraisers in mind and aims to unify fundraising, communications and donor management tools into one single source of truth visit, Kila dot co to sign up for a coming group demo and explore how to exceed your fundraising goals like never before. It’s time for Tony’s take two.

[00:34:39.11] spk_0:
Thanks, Kate. I got the COVID. Uh, I was, uh, very proud that I hadn’t gotten it all these years, but it hit me, I don’t know whether it was, uh, a restaurant or might have been my local food store or a little, uh, home goods store that I go to a local, little, not home goods, the big shop but, uh, a little, a little houseware store. I go to, uh, I, I think it was one of those places which, uh, just leads me to the lesson that consumerism kills because the I was spending money. I was spending money somewhere and I got sick. I certainly didn’t get COVID on the beach. Uh I didn’t get COVID pulling weeds in my garden, my flowers, keeping my flowers clear. I didn’t get COVID doing those things. So spending is harmful to your health, don’t spend and stay healthy. That’s the lesson that we pick. Take. That’s the takeaway. That’s the takeaway consumerism kills. Um, no, so, so it’s actually a, uh, AAA pretty mild case. No, you know, certainly no hospitalization just, uh, so my case was pretty mild, didn’t feel mild for a couple of days. But, uh, overall in the big scheme of COVID, it, it’s a mild case. So that’s that. So I can’t quite bring it all today. And, uh, you can hear that I’m a little nasally talking to Brian because we recorded just today while I’m also you know, so, not, not quite over this, like, probably 80% recovered. 80% of my charm is, has, has, uh, has recovered. So that’s the explanation. Everything’s gonna be fine next couple of days it’ll all be over and that’s Tony’s stake too. Consumerism kills. Don’t spend money and stay healthy.

[00:34:47.57] spk_1:
Kate. Yeah, you do. Sound a little funny, but we’re glad that you’re feeling better, tony. All

[00:34:52.65] spk_0:
right. Don’t spend money.

[00:34:55.42] spk_1:
We’ve got, but loads more time. Let’s go back to fundraising for introverts with Brian Saber.

[00:35:49.79] spk_0:
I have AAA personal downside that I have experienced to this. I do a lot of meals, uh meetings over meals and when you’re doing a lot of listening, you’re eating because the, the person is talking and there’s a meal in front of you and I have to pace myself so that my plate isn’t empty because I’m, I’m, when I say I’m, I’m allowing the other person to speak. I want the other person to be talking. I probably do meetings more like 80 20 them talking and me talking. Uh So at least that’s the way it feels. So you have to, I have to pace myself. So I don’t finish my, my meal before the other, the other person’s plate is still full because they’re, they’re doing all the talking, which I’m encouraging. So you have to, you have to pace yourself. If you go to the bathroom, that’s I find bathroom breaks. Good opportunity. Give somebody, five minutes to catch up. You know, they can, they can eat, they can eat while, while I’m in the, in the bathroom. That’s a good strategy. Um, also when the check comes, that’s another good time to go to the, go to the bathroom. Let them, let them ponder the, or when you know the check is coming,

[00:36:09.98] spk_2:
uh, you’ve only got five seconds on that one. Yeah. No, I

[00:36:18.45] spk_0:
know. Yeah. You say five seconds in the book. I, I let it sit there. I, I let it sit. You too. Yeah. Yeah, I, I, I’m representing a charity for pizza,

[00:36:23.82] spk_2:
but my hope is that I will then go for it and the donor will say, oh, no, please let me get that. I don’t want the charity to get it. Some donors don’t realize that I think some donors feel we pay all our own expenses as well. That shouldn’t

[00:36:39.42] spk_0:
be right either. That’s

[00:37:09.65] spk_2:
not right either. That wouldn’t be right. But we assume that our donors understand so much more about how the nonprofit sector works than they do the most sophisticated ones. Do those who have sat on a number of boards. They get it. They make sure not to put us in an uncomfortable position when the check comes and such. But most people are at, at the beginning of that journey. You know, we, we, we have to remember in this nonprofit world that most people have less information than more whether they are volunteers, donors or staff.

[00:37:16.12] spk_0:
Yeah, they do.

[00:37:17.76] spk_2:
We really want to help. Honestly. Not that we don’t want to help a little bit the, the, the big guys as they call them, but they have tons of professional, super experienced staff and board members. Most of our nonprofit world doesn’t have that. And that’s who I really want to help. That’s who needs the most help.

[00:37:35.78] spk_0:
That’s why you’re on nonprofit radio. We’re, we’re big nonprofit ideas for the other 95%. You’re speaking, you’re speaking to that other 95%. Yes. Yes, with my consent. Um

[00:37:48.37] spk_2:
Sir.

[00:38:03.69] spk_0:
All right. Um, no, host is good enough, you know, sir, is not necessary. Just host. Um I, I wanted to be sure to thank you for putting me in the index. I have a, I have a quote. You asked a plan to you, you asked my reaction to uh, or my explanation of how planned giving could be, uh a little easier, maybe a little less taxing for introverts and I was happy to do it. And then you put me in the index. So I’ve never been indexed before. So thank you.

[00:38:37.57] spk_2:
Haven’t been indexed. Ok. Well, you’re great. You’re quoted. We brought um, a, a good perspective to plan giving because we talk about all the different roles in fundraising, not just the major gifts. And uh, and your expert perspective on plan gifts was uh really helpful and maybe we should say and, and to find out exactly what he said, they need to read the book.

[00:38:44.80] spk_0:
Well, what I would do when you get the book is, uh, I would jump to page 89. 89. Yeah, read my quote because if you die while you’re reading the book and you miss out, you know, 89 is kind of far away if you don’t get to 88. So if you don’t make it through the book for some reason, so jump to 89 read the important part and then, you know, jump then, then go back to the beginning and read, uh read about every, all the rest

[00:39:09.09] spk_2:
and advice. I think we’ll have to put that in social media somehow and make fun of it. All recommendations start on page 89.

[00:40:24.20] spk_0:
Uh But since we are talking about planned giving, everything you and I have just said about what makes uh in introverts are great fundraisers that all applies directly to planned giving. It’s just that you’re doing it with folks who are 60 to 70 plus. I mean, I, I uh I worked with a donor, I worked with a donor who was 99. She just very sadly, she just died on her 1/100 birthday. Exactly the day she died as on exactly her 1/100 birthday just last, just last week. Uh oldest donor I ever had worked with many uh shout her out Marion. Um many lovely lunches with her Um But you, so you’re just doing it with older folks. That’s all you’re listening. You’re curious and what rich stories they have to tell about the Great Depression World War Two Vietnam era for the younger, for the younger plan giving donors, Vietnam, uh Korea for some of them. Um You know, so there’s just a, a AAA glorious wealth of history that you can learn when you listen to folks. You are 70 or over.

[00:40:32.40] spk_2:
Yeah. Yeah. And I think planned gifts are great area for introverts.

[00:40:34.08] spk_0:
Absolutely. But all of fundraising is all. That’s the point. All right. Um We got some more time. What uh what would you like to, what would you like to talk about that? We haven’t, we haven’t yet. You’re the author,

[00:43:38.40] spk_2:
I’m the author. You’re, you’re the host, but I’m the author. You are. I would love to talk about board members. Yeah, I do a ton of work with boards as you know, um I train boards all the time. So I’m in these situations where I’m facilitating and one of the things I’ve learned from those trainings and even more so from the virtual trainings. We’ve been doing the last couple of years with Zoom and now we’ll be doing tons of going forward. Uh Is the impact of this introversion, extroversion dichotomy on how boards function. If I use as an example after everyone has chatted at a board meeting and given their two cents and the chair says, does anyone else have something to say? And someone actually raises their hand and waits to be called on a often that is, that person has something really smart to say that has not been said before. And two, it’s often an introvert saying it and this has become even more so on. Zoom. I was doing a training a few months back and we asked people to raise their hand that little yellow hand if they wanted to speak. And people just kept speaking. Some people kept speaking without being called on. And finally someone called on this woman and she said, yes, I have been waiting politely with my hands up to speak. She wasn’t going to cut anyone else off. She was an introvert, right? Her and she was, she was also polite. You know, there could be a dichotomy between polite and impolite that has nothing to do with anything. But uh I say this all because if you are not as the chair in particular, if you are not aware of this and finding ways to get feedback from all of your board members, you will be missing out on the introverts. Uh Who II I and this is this shocks people. I never give my opinion in a large group. If someone asks for an opinion, I never raise my hand and offer it. I don’t ask questions when I go to con, if I go to a conference or I’m sitting in some talk, I generally don’t. Uh, because if I raise my hand, someone calls on me, I will actually then be a little embarrassed that everyone’s turned around to look at me and I have to say something. So if you want my opinion, you’re gonna have to ask for it in a different format. Uh, you might ask for it beforehand and try and get a group consensus before the meeting. You might go around the room so that everyone has their moment or follow up if you haven’t heard from certain board members, don’t assume just because someone isn’t talking a lot in a board meeting that they don’t have something to say. Now, does that,

[00:44:04.82] spk_0:
does that include saying Brian, we’ve, we, we’ve been on the topic for a while? You haven’t, you haven’t said anything. Is there anything? I mean, you’re basically calling them out.

[00:46:47.25] spk_2:
You are and they can say no, I’m fine and that, that might be a little embarrassing, but I think they’ll also feel you have respected them by noting that, right? Whether they want to speak or not, uh, they want to feel they’re part of the group and that can get a little tricky as in any group. You know, how much do you acknowledge someone? How much do you leave them alone? Uh, but it’s critically important in boards to, to be watching for this and making sure everyone has been able to participate and have their views heard and validated. Um If we look at the asking styles where we break people up even further, we need to make sure on our boards that all the styles are represented, including the kindred spirit, mission control or introverted styles because of what we bring to the table in terms of process, in terms of making important decisions. If everyone on your board is a rainmaker or go getter, you’re going to come to certain decisions that could be rather biased. Uh When you’re trying to build a strategic plan, decide on next year’s budget. Uh as an executive committee review, you know, in, in reviewing the executive director, when you have all four quadrants, you’ve got the strategy of the rainmaker, you have the opportunity, vision, really forward thinking nature of the go-getter. You’ve got the heart, the the interpersonal of the kindred spirit, really looking at the person as a person or looking at your programs through people who are impacted. And then you have your mission controller who’s looking at the plan and the system and whether it can get done and you need all four. So appreciating, introverts is important to getting the work done and having the strongest plan. And I will use as an example. It might, I think it might be in the book. I, I’ve been working with an organization for a couple of years. They did a strategic plan when I read it. I didn’t think it was particularly strategic I thought it, it felt like a business plan for the next year. Uh The growth wasn’t significant. The new program development wasn’t significant and this is a very strong, solid organization on solid financial ground doing incredible work, an organization that could take the next leap. And when we uh had everyone take the asking sales quiz, we found that most of the board was mission controllers. And so I, what I think happened is the board’s discussions quickly went to, can we do this or how do we do this? And there wasn’t enough time spent on aspirational goals and strategies and what was possible, which are what extroverts sooner bring to the table. Bigger

[00:47:08.45] spk_0:
vision, bigger visions were missing.

[00:47:10.89] spk_2:
I’m sorry, the bigger

[00:47:12.05] spk_0:
vision was missing.

[00:48:10.77] spk_2:
Yes, it was. And, and that can sometimes be a challenge with introverts uh who who may not push far enough, have a have that bigger vision but immediately are going inside internally, which could create some complications for them actually. So we, we just need to be aware of this in all all settings and, and we need introverts on our boards, right? We, we need everyone who is passionate about an organization to feel they belong and want to be a part of it and fundraise for it. OK? And that’s where the asking styles and this book in particular come in making sure everyone’s validated you. And I know we can’t find enough board members, we can’t find enough board chairs for the million and a half nonprofits, executive directors, development officers. And it’s actually going to get worse before it gets better. They say, because the whole baby boomer generation is retiring. And, and so either we validate everyone now and bring everyone to the table and we’re talking about it in many ways. We talk about DE I in many ways. But another, this is actually another lens for that to make sure everyone’s at the table.

[00:48:29.50] spk_0:
You’re talking. Uh As long as we’re talking about boards should uh just give a little mention to our, our uh deceased friend Michael Davidson. Just uh just a little, just a little mention for David Michael. Your uh your book together was uh engaged. Boards will fundraise with an exclamation mark. Uh And I had the two of you on talking about that. So just a little uh little remembrance of uh Michael Davidson. Yeah.

[00:49:35.16] spk_2:
He was an extraordinary member of our community um without ever drawing attention to himself. Modest as could be and knowledgeable and extraordinary and being able to understand boards and bring people around, help strengthen them. And he, it turned out to be my, which I didn’t realize at the time, my greatest mentor uh for almost 20 years I learned from him so much of what I know today about boards and, and miss him terribly in which he were here on our conversation uh with us. It would be a delight So thank you for bringing him up. Oh,

[00:49:51.16] spk_0:
it’s a pleasure. I always think of him when I think about boards. Yes. So why don’t you leave us with something? Uh You know, we can only scratch the surface of the book, which I say every time there’s an author, you, the place to get this book is uh fundraising for introverts dot com. But uh leave us, leave us with some inspiration. I think we’ve been inspirational for, for introverts. But we’re, we’re all, we’re celebrating introverts today. So leave us with even more good news for

[00:53:47.84] spk_2:
introverts. Ok. Well, and before doing that, let me just say from a sales point of view at fundraising for introverts dot com, you can find out to tons of information about the book. We have blog posts. Um We’re starting to put up some videos on different smaller thoughts, individual thoughts and all sorts of resources to buy the book, you buy it wherever you buy books. So we’re not self fulfilling uh um books uh book orders. Uh Amazon, of course, Barnes and Noble bookshop dot Was it bookshop dot com? Is it called? Which actually uh Andrea talked about it. It feeds money back to bookstores um or through your local bookstore. So I just want to say that that um and if you can buy through your local bookstore, amazing because they’re so important still and, and, and any bookstore can order this and get it for you in a matter of days to leave with an inspirational thought. Well, first I’ll say because so so many of us in the field knew Jerry Panis or knew of him, right? For those of us uh in the field for at least a while, he was the Pantheon wrote 21 books, including the book asking many of us have read one or more of his books and Jerry was an introvert. So the person we look at as one of our greatest fundraisers ever and someone who’s taught so much of us so much, uh who taught so much, uh for decades and still does through his books and through the institute and everything. He was an introvert. Um So to me that’s inspirational and, uh, and I guess here’s some inspiration. Um, you know, fundraising is a long game. I think it’s long game, you know, that it’s building relationships over time for the 25 years. I was a frontline fundraiser, executive director. I always thought I was less then I, I hate special events. I don’t like meeting new people. I never go up to someone and introduce myself if I can help it. That’s the shy. I don’t like the phone at all. Uh, very difficult. Um, and I kept thinking someone else can do this, you know, and someone else is a better fundraiser and, but all along, I just did the work, I did the work, I did the work and, uh there was a um AAA an older lady I was cultivating when I worked for BRANDEIS University. I was in charge of fundraising in the Midwest. She was in uh her name is Rosalyn Co I can share that. Uh she lived in Chicago. I met with her many times. The president met with her. We really developed that relationship and it was almost all one on one and she would come to events. But I we had lunch many times and I brought her to the campus in Boston and such and she passed away only a few years ago and left her almost her entire estate to BRANDEIS. I mean, it was $50 million or more the largest gift the university had ever gotten. And that’s not all credit to me because people continued to cultivate her and such. But I certainly was the person who opened that door and really involved her for many years doing my one on one work, right? And that’s um and there are many stories like that, that a decade, two decades, three decades later, uh come to fruition by, by doing the work that introverts do so well, which is building these deep relationships.

[00:54:20.65] spk_0:
Brian Saber info about Brian and his book, You’ll find at fundraising for introverts dot com. Brian. Great to see you. Thank you for sharing. Congratulations on the brand new book. Number one in Amazon in the nonprofit sector when it came out, right? Number one number one in the, in the, in that category. Congratulations. Thank you. Good to see you. Thanks for sharing your wisdom. Thank

[00:54:33.08] spk_2:
you. As always, tony. Next week,

[00:54:43.82] spk_0:
I’m sick. Give me a break. I will get somebody good. Plus we’ve got 659 shows to choose from. I’m not gonna let you down

[00:54:45.84] spk_1:
if you missed any part of this week’s show.

[00:54:48.72] spk_0:
I beseech you find it at tony-martignetti dot com.

[00:55:24.33] spk_1:
We’re sponsored by donor box. Outdated donation forms blocking your supporters, generosity. Donor Boxx, fast, flexible and friendly fundraising forms for your nonprofit donor Boxx dot org and buy Kila grow revenue, engage donors and increase efficiency with Kila. The fundraisers CRM visit Kila dot co to join the thousands of fundraisers using Kila to exceed their goals. Our creative producer is Claire Meyerhoff and your associate producer, Kate martignetti. The show’s social media is by Susan Chavez. Mark Silverman is our web guy and this music is by Scott Stein.

[00:55:53.07] spk_0:
Thank you for that affirmation. Scottie be with us next week for nonprofit radio and I will be feeling much better, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for January 25, 2021: Peer-To-Peer For 2021

My Guest:

Brandon Smith: Peer-To-Peer For 2021

David Hessekiel returns with a look at this year’s P2P prospects. But not before a survey of the P2P carnage that was 2020. There are distinct opportunities for 2021 and David shares the collective advice of thought leaders and practitioners. He’s the founder of Peer-to-Peer Professional Forum.

 

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:01:53.74] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d suffer the embarrassment of gastroesophageal reflux disease if you made me choke on the idea that you missed this week’s show. Peer to Peer for 2021. David Hess Akil returns with a look at this year’s P two p prospects, but not before a survey of the PDP carnage that was 2020. There are distinct opportunities for 2021 David shares the collective advice of thought leaders and practitioners. He’s the founder of Peer to Peer, Professional Forum and tony Steak, too. We’ve calmed down, were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot ceo and by dot drives prospect to donor simplified tony-dot-M.A.-slash-Pursuant demo and a free month. Here is peer to peer for 2021. It’s my pleasure to welcome back after several years. David Hesse Kiel. He is founder and president of Cause Marketing Forum Inc. Helping nonprofits enlist millions of people to raise billions of dollars through the peer to peer professional forum and partner with businesses to do well by doing good through engage for Good. Both organizations hold national conferences to provide access to practical information and inspiration To help nonprofits forge valuable connections. You’ll find them at peer to peer forum dot com and at Engage for good calm. David is at Dave cause welcome back to non profit radio, David.

[00:02:14.75] spk_0:
It’s great to be back, tony.

[00:02:16.77] spk_1:
It’s a genuine pleasure. Good to have you after after probably too many years. I’m sorry for that. But here we are now. So no, no more lamentations

[00:02:24.90] spk_0:
about no time like the present

[00:02:37.34] spk_1:
to talk about peer to peer. Um, first, just acquaint us with you’ve got You’ve got three organizations there. You got the Cause Marketing Forum. You got the peer to peer professional forum and you’ve got engaged for good way. Know what they’re doing generally, but drill down a little bit. Eso listeners understand what

[00:02:43.62] spk_0:
your marketing forum is really just the the holding company for all for these two endeavors a

[00:02:54.60] spk_1:
shell company. That’s where your that’s where you really tax money enough

[00:02:59.56] spk_0:
money to be dealing with the Cayman Islands and all of that. Alright, alright. It isn’t that interesting

[00:03:01.54] spk_1:
about that, Okay?

[00:04:09.54] spk_0:
Actually, originally, I started the company with the conference that was called Cause Marketing Forum, All about how businesses and nonprofits could work together. Over over the years, that area of interest morphed. And so the words cause marketing became a little dated. And so we changed to engage for good, because businesses are now looking more holistically at the whole field of how they can have values and do purpose driven work. Creating a better world while still being faithful to their bottom lines. And so that now involves not only consumer facing programs but programs designed to attract and retain and motivate employees activism on the national and international scale. And a lot more, um, peer to peer professional form. I’m a big name changer. I started that one back in 2000 and seven as the Run Walk Ride Fundraising Council because I think that many of your your listeners will be familiar with the term peer to peer fundraising. But way back in 2000 and six, when I was really pondering this, that didn’t exist. People never use that free we

[00:04:24.73] spk_1:
didn’t say Peter P a peer to peer. So run, walk, run, walk rides.

[00:05:11.44] spk_0:
So I tried to come up with the title that would telegraph what we were talking about. Um, and it took a number of years, but we picked up steam when peered appear became a a common phrase we re branded, and I learned something very interesting along the way. That is a lesson for us all. I learned we had a huge spike in the number of people who came to our conferences, listen to our stuff after we made that change. And I mean, it’s a great It was a great rebranding, but it wasn’t that great. And I was learning that certain people were being so literal that they were saying, Well, if I don’t have a run or walk or a ride, I’m not invited to the party.

[00:05:17.16] spk_1:
E can’t do a dance.

[00:06:18.34] spk_0:
Exactly where is really what we’re talking about? Is this amazing engine off fundraising and community development in which a non profit has its supporters get involved in some activity and then reach out to their networks to get support, as opposed to the traditional form in which most fundraising takes place where the non profit directly makes an ask in many different ways individual giving, legacy, giving all sorts of different campaigns here. They’re using that power of that network to get money from people who who they probably would never have talked to because they weren’t particularly interested. But those relationships create a lot of opportunity. And so a peer to peer professional forum We actually held our last conference the last week of February.

[00:06:22.04] spk_1:
Got it right in. We

[00:06:23.37] spk_0:
were so lucky. In fact, although the pandemic was mentioned in a couple of panels, we had no idea. Of course, tsunami that was approaching us.

[00:06:37.36] spk_1:
You were two weeks lucky or two or three weeks luckier than in 10, and had Thio canceled, canceled their conference and scrambling. Do what? Do what they could thio put online.

[00:07:00.84] spk_0:
I’d like to say that I was smart. I was just in that case, that was very, very 40. Yeah, way had 650 plus people that with largest conference we’ve ever had, and I speak with a lot of these people frequently, And if I had a dollar for every time somebody said to me, Oh, my gosh. The last business trip I took was to be with you in Austin. Yeah, I could retire. Yeah, well,

[00:07:14.76] spk_1:
you have to have 650 bucks. You live meagerly in Rye, New York. If you could retire on $650 a dollar from each one, I’ll give you $10 for each one. You still wouldn’t be able to retire. Six. Its’s a metaphor. It’s an aphorism. Yes, I understand. But you know, I take aphorisms literally. Unless I’m the one using them. And then Then what? You’re being silly. Where you taking me literally for? There’s no winning. There’s no way, because I do. Whatever the hell, it’s nice to post, and

[00:07:42.56] spk_0:
it’s nice to be king. So you’re the host. What do you

[00:07:55.74] spk_1:
say? I’m the host. I’m the king. Yeah, that’s good. I should use King King non profit radio. All right, so, so much a peer to peer is online that there was virtually no impact on the on peer to peer fundraising throughout. 2020 right? It was already online. I’m

[00:10:08.04] spk_0:
sorry you’ve low star game because that’s absolutely not true. Oh, my gosh. It was so a zay said once in a part of time, we were called the Run Walk Ride Fundraising Council, and in one sense, you are right, which is that off all forms of fundraising. The group, the area that perhaps has the deepest penetration of fundraising being conducted online, maybe peer to peer because people who are involved in these types of programs will reach out and use email and social media to collect all of those often smaller contributions. So there is a great penetration, but most of the activity has an analog sort of physical component in the real world, although the balance is changing. Walks, for example, mass gatherings of people, thousands of them every year. We started off in February going okay, It’s getting to be spring walk season. Let’s get going. We’re good luck this season and within a month, basically, this spring, the spring season was completely canceled and everybody was scrambling to create some sort of virtual experience so that they would be able to continue to do that fundraising and then within another couple of months, because we all thought we all hope that we all thought in the early days Well, all right, this is a pandemic. But how long could it last? So we were optimistic that fall programs would happen because these types of programs are very weighted towards the spring and the fall. In a lot of the country, it’s too hot or people are away on vacation, so they don’t do as much of this summer anyway, This the fall went away, and so there was a mad scramble to come up with alternatives to what they had traditionally done

[00:10:15.99] spk_1:
right. And you’ve got some recognition for folks that did that particularly. Well, just just give us some perspective about what? What, what these these cancelations in spring and fall meant to the community nation.

[00:12:14.64] spk_0:
So you know it’s been interesting were one of our best known pieces of research is the called the Top 30 Report. We do a study in which we look at it. The 30 largest programs we do, one actually in the US and we do another one in Canada, and over the first few years that I was involved with this field, we were doing very nicely. The collapse financial collapse happened in 2000 and 8, 2009, and we’ve actually had negative numbers for nearly every year since then. But when you group them all together, it’s usually a couple of percent. Maybe. And I was hoping that this coming year would be the year that we would actually finally have black ink and produce a report that said it was going to that it was positive on General. Well, nothing could be further than the truth, because nonprofits, uh, through no fault of their own, like all of us, in different aspects of our lives, you know, you promised People X they were used to doing X, and now all of a sudden X for 95% of the situations was impossible to do, and so they would create virtual. And anyway, we found out that I’m using a general term that is about a 50% drop off in the amount of money that they raised from these programs. It really like any average. It’s an average. So you had some that were in the 70 80% of recapturing what they had expected to raise, or at least how much they raised the previous year. You have some in the forties, you have some that were canceled and you have a very few very, very, very few situations where they’re actually were physical programs. I actually I mean, there are more than non, but I know of one in particular. Uh, and it was it. It’s been a devastating year.

[00:12:41.64] spk_1:
So you’ve got these three organizations that, um I don’t wanna really talk about them specifically, but name them that that you identified as having done particularly well in adapting. And then, you know, what can we learn from these in aggregate?

[00:13:51.74] spk_0:
Eso It’s It’s again like everybody else. We’ve also had to make major changes the way that we share information. We upped tremendously the frequency off distance learning that we were providing through our organization because everybody was hungry for information and was locked in and they couldn’t go out. Um, and we have had a tradition over in recent years, off every year late, naming one organization as the peer to peer fundraising organization of the year and sort of looking at the totality of what they do. Sometimes it’s for one program. Sometimes it’s for ah group of programs, and as we looked at last year, we decided that it would be more instructive to look at a few examples of programs. He was a program within a program or otherwise that did well and use them as learn herbal moment. So we picked out three, and each of them illustrates a different point.

[00:14:35.24] spk_1:
It’s time for a break. Turn to communications. The Wall Street Journal, The New York Times Do you wanna be in papers like that? How about CBS Market Watch? The Chronicle of Philanthropy? Turn two has the relationships with outlets like these, so that when they’re looking for experts on charitable giving, non profit trends or philanthropy, they call turn to turn two calls you turn hyphen two dot ceo now back to peer to peer for 2021

[00:16:46.64] spk_0:
In the case of there’s the L S Association off its Greater Chicago chapter, and even though they had a spring event as part of the large Ailes walk Siri’s, each chapter was sort of left to fend somewhat for themselves, and they made a fast move, which was one of the things that helped some groups and being having having difficulty making a decision and telling people what was coming up. The pike was a big problem for a lot of groups. Um, they said, Okay, there is not going to be a large Chicago walk. What? We know that a whole bunch of you have signed up. About 150 groups have signed up as teams in this case, largely family teams, people who have somebody afflicted with that terrible disease of ales. We want you to create neighborhood walks, and we are sending every one of you a walk in a box kit. Oh, it’s amazing that, you know, it’s ah, big box full of of instructions and door hangers to put around their neighborhood, explaining that they were gonna be walking and asking people to give and all sorts of fun, uplifting type of stuff shirts, etcetera. And they were able to got about 125 groups to actually walk. They had even some more grandiose plans which were defeated by the by the pandemic and by some of the unrest that was happening at the exact time that they were supposed to have their their program. They were going to send, uh, emissaries out to the neighborhood, walks and provide them with with cupcakes and have super It’s a superhero themed walk Superheroes gonna visit there weren’t allowed to send people out. But by giving people something, really, by generating excitement, you look with all the stuff we’ve got. They were able to I think they raised about 75% of what their previous total had been. So a less was so taken with their approach and some of the many smart things that they did that they encouraged and taught many of their other chapters to adopt some of their techniques and it stood them in good stead. And they’re and they’re planning to continue that for next

[00:17:12.06] spk_1:
year. So innovation Is that what you were captured you about the

[00:17:39.54] spk_0:
yes, there was association that all all of these in some way, shape or form of innovation. In this case, the easiest shorthand to say is if you can’t bring the people you know Mohammed to the mountain, bring the mountain to Mohammed where we are, they created some of the excitement. People do walks, not because walks air so exciting. I mean, it’s not like you’re going to the, you know, if you if you’ve decided, you’re going to do it, you’re a runner and your you’ve set yourself a personal goal and you’re doing a marathon. There’s a whole big exciting thing, but walks are neat, but people want to be able to congregate. Of course, be a part of a team. Well, that wasn’t possible is here. So they helped create some of that spirit by sending it out. So that was their innovation.

[00:18:04.93] spk_1:
Bunch of a bunch of smaller communities. Instead of one big community of tens of thousands of people coming together, there were 100 25 communities that came together throughout throughout Greater Chicago.

[00:19:21.04] spk_0:
You’re absolutely right. Will be Dana Farber, and Dana Farber does a number of amazing programs. One of their programs is the Jimmy Fund. Dana Farber has this amazing New England charity called The Jimmy Fund. There is called the Jimmy Fund Walk. David Dana Farber is a cancer research center, and what is best known about that walk it’s they’re based in Boston is that follows the route of the Boston Marathon. So for years, that was sort of what they lead with the excitement that you were actually going to be able to do the route off the marathon and all of a sudden, impossible can do that. And I think that they’re example. They were also able to have a strong performance. But it taught them a lesson about the importance of changing your messaging to never lose sight of the mission and the stories of the people and the impact that the people who are walking have. And by shifting that model of messaging to their supporters, it stood them in very good stead. And then the third group that we

[00:19:28.00] spk_1:
wait before you move on. So what did they do in place of the walk? Uh,

[00:20:11.04] spk_0:
of it A. And an encouragement to go out and walk on your own. Okay. They also created online ways to get involved and to be a part of, ah, a group program. But this was just a really good lesson in how strategically changing your marketing message makes a huge difference. And sometimes we way. It’s easy to get caught up in sort of the sizzle. And this was going back to the steak, which is the reason why you’re doing this. Yes, it’s very cool to be on the marathon route when you’re doing this to help save kids and others. We’ve got cancer

[00:20:17.08] spk_1:
back to the why? Why?

[00:22:26.34] spk_0:
Why? You sound like Simon cynic. And then the third group that we’re going Thio. Yeah, well, I’m a big admirer to the third one is, uh, the Terry Fox Foundation, which I don’t I imagine that many of your most of your listeners Air American in Canada. The Terry Fox Foundation is very well known. Terry Fox was a young man. I think this was back in the eighties, perhaps where who had cancer and he lost one of his legs. It was amputated and he decided to fight cancer to raise money by running across Canada. Very, very dramatic. Um, and he passed away, and they created this Terry Fox Foundation, which holds numerous walks and runs all across Canada. Once again, they went from a group that does almost 1000 events. Ah, year to one that couldn’t hold any in person. And there’s is an example. We’re really honoring them for having the guts to complete what they had it planned. Terry Fox. An amazing organization. One of the largest peer to peer fundraisers in Canada, but also a very traditional organization. And frankly, and they have said to us not as digitized and in their approach to doing business as most other leading nonprofits were. And they had made a decision in the previous year to make a major pushing how they acted and in reaching out to their supporters via digital means and raising money digitally of doing all of that in a very new and much more modern way. And many organizations with all of the change that was coming down the pike as the pandemic swept through the industry, would have said, Oh my gosh, this is not the year to do a major all overhaul of all of our systems. And instead the Terry Fox folks said, You know what? Let’s stick to the course. Let’s do this They did. It was very successful and all the more helpful to have that digital communication and fundraising in a time when you can’t get together and they recruit about forgetting the exact number. But this sort of like seven of the $8 million that they would have raised, they raised a large percentage of the money that they would have raised

[00:23:04.84] spk_1:
a profile encourage for doing something audacious, right at a time when a lot of organizations might not have, but they saw the need. Yeah, great. And they seized it. Absolutely. So let’s zoom. Let’s look forward then. So, though Well, those three organizations gonna be honored right at the march. You gotta You gotta March conference coming up. The people could find find out about the conference where

[00:23:28.24] spk_0:
they will go to peer to peer forum dot com. And they will find out about this event that we’re holding Thea er Noon, Eastern time, March 1st, 2nd and 3rd with a great love or information on overview off the field as well as very this very specifics off. If you do walks or if you are a hospital or if you do cycling events, there are special breakout sessions for all of those and more.

[00:26:07.97] spk_1:
It’s time for tony steak, too. We’ve calmed down Well, maybe I should say I’ve calmed down to events, seemed to have turned down the national temperature or at least turn down my temperature. Maybe I’m extrapolating from myself for everybody. Maybe that’s unfair. Although I am the center of the universe, we know that non profit radio is here with me non profit radio and I are the center of the universe. So maybe I’m not being unfair, but so maybe it’s more what I’m feeling. These two, these two things these two events seem to have have calmed me, and maybe they have calmed the nation. Donald Trump silenced on Twitter and the inauguration. I’m getting fewer news alerts. I’m not looking at my phone as much. I don’t feel sort of, like, agitated on and compelled to investigate headlines like I did before those two events. Um, so again, like I’ve said three times already, uh, maybe it’s just me. So maybe this is a little therapy session. No, I don’t I don’t mean non profit radio would be therapy. If it is, I’m in a lot of trouble. I’m not getting my money’s worth. I I feel I feel a difference. I feel a difference in the in in Communist and increased Communists and decreased agitation. And maybe that’s the national temperature as well. I’m not sure, but I’m sharing with you what I’m feeling since those two things. And that is Tony’s Take two. Now let us return to peer to peer for 2021 with David Hezekiel. Let’s look forward then David has skill. What do you think 2021 is looking like you had some piece in Forbes that makes some predictions from powerhouse people in peer to peer. Lots of lots of, uh, liberation there. Powerhouses in peer to peer productivity and and and And what? Pastrami, pastrami and prodigious nous. So what do your engagement is one thing e talking about? I

[00:26:12.65] spk_0:
wish, tony that your listeners could see a visual right now because you can see that I’ve got a large crystal wall that I am looking into peering into because this is where I get most of my forecasts and predictions. But believe me,

[00:26:36.60] spk_1:
yeah, well, know that Forbes piece was based on lots of other people like non profit radio. I’m not I’m not the expert here. I’m just a bulletin board that you post things on my forehead. And then I put them out for our listeners Thio to pick up on.

[00:26:48.80] spk_0:
Yes, I didn’t put any of my predictions, but I will tell you that it was fascinating to dio to do this, so I don’t know what when this airs. Uh, but

[00:27:00.08] spk_1:
there the week of January 25th

[00:27:48.14] spk_0:
next week. Monday uh, I literally just stepped away from I work in the home office. I guess we all are sort of working in home offices now. And I just watched the inauguration. Yes, very touching. Ah, nde There was no, uh no messing around. No gilding the lily. There’s tough times ahead. And the, you know, vaccination program seems to be absolutely key to really being able to unleash the economic power off all sorts of activity. And this area is is no different because

[00:28:00.44] spk_1:
all the more actually Z originated has run, walk, ride. So you made very clear there is still an important in real life component to peer to peer fundraising.

[00:30:15.20] spk_0:
So when we get to the some of those prognostications in the past But we did a survey some months ago asking people what were they thinking was going to be the shape of their programs next year. The overwhelming majority were saying, Well, we’re hoping that we will have what what what have become the term has has become hybrid programs. They would like to have physical programs, but especially for the spring. I mean, you know, we’re coming up against the big traditionally many programs started in March in the warmer climes were very big in April and May, and the vaccination roll out is just not happening that fast. Eso uh there is the feeling that there may be the opportunity to not re constitute as okay, we’re gonna have 5000 people gathered together to do a major walk. But we may be able to say, Okay, well, certain of you, this will continue to be a virtual experience. But we also have an element of this where we’re perhaps organized much smaller experience, socially distant experience. Maybe you need to reach a certain level of fundraising and then you can come to a gathering that those combinations are called hybrids. And I think there’s going to be, ah, huge amount of that also because one of the thio, almost a person when I talked to speak people in this field to say the most maddening aspect of what’s going on is it’s so hard to plan because we just don’t know when the all clear will be sounded and we can go back to living is normal. So if you plan for ah hybrid with the realization that if things get better it could be more physical. And if things go to heck, it could be mawr or completely Virtual is the posture that most are taking. There’s some hope. One of the people that we interviewed was Jennifer Lee leads the peer to peer effort at the National and s Society, one of the major peer to peer fundraising America. And she is guardedly guardedly optimistic that in the fall there will be much more of a physical presence in these programs. Um, so that is one

[00:30:36.42] spk_1:
your hybrid and and hybrid, and I just built into that is, be flexible.

[00:32:39.94] spk_0:
Yes, The second thing that comes loud and clear is that virtual if your idea of virtual is just saying, well, we really can’t do anything, so just give that ain’t gonna cut it e mean there were certain that’s really just like asking for donation, which, of course, all of these groups do in spades. But if it’s a peer to peer program, it’s a very difficult thing to get a lot of people enthusiastic if there’s no there there. So a lot of investment needs to be made in making virtual, uh, in some way inspiring enabling groups to come together to have that feeling of community giving them props that bring the thing toe life such as we talked about with the L s associations. Example. Um, yeah. On then, we have a wonderful contributor who will be speaking at this This year’s conference. Nicole Dolan works for the American Foundation for Suicide Prevention. And she said one of the lessons she learned along the way and that they are working on very hard is you need to give people, uh, concrete things that they need to do. Give them assignments, sign up for this email, Come to this meeting, uh, post on social media. You know, be a part of what’s going on because your best supporters will react to that. And it’s much more fulfilling for them to actually get involved. Then if you just sort of give them a blanket. Okay, well, you know, go off and figure it out. That will not work. So are you.

[00:33:57.14] spk_1:
Are you, uh I’m having a deja vu moment right now. I’ve dreamed about you. Are you related? Do you have any? Yeah. Connection to Minnesota? No. Why? Well, I don’t know. Because of what I’m asking because of my deja vu experience. There was something related to Minnesota in in the dream that I had when you and I were talking. Uh, all right. I was hoping you could validate my dream, but all right, there was some There was some connection with Minnesota. And you in our conversation, maybe was just asking. I’ve been on the secretary. Alright. But I am. I am. It’s over now. It’s over now, so I don’t know where we’re headed. I can’t say, um the so I mean, the other advantage Thio keeping that virtual engagement is that you can you can bring in those folks that joined you in 2020 who could not have joined you in a real life event. So you don’t wanna You don’t want to just kind of, I guess, you know, move them to a strict campaign, you know, digital giving platform or or or channel, I should say, when their their initial engagement was around an event. So if you if you keep the hybrid and you stay flexible and you you work on engagement like you’re describing, um you can keep those people involved in a in an event fashion even though there may be hundreds of miles away from you.

[00:37:38.77] spk_0:
Yes, well, I think that the higher level, more sophisticated incarnation of this type of activity has always said that you work at segmenting. You don’t treat everybody as equal where all God’s Children and when you treat them all well. But your top 20% for example, of fundraisers. That’s where you know there’s sort of an 80 20 rule. They will raise the overwhelming majority of your funds, and you should be giving them a lot of attention. There’s a lot of people in the walk world, especially who come who show up where your T shirt to eat a banana, but actually don’t raise any money. And they feel like, Well, it’s a community activity and we wanna be involved were not fundraisers, Um similarly Paul Purty of the American Cancer Society, who is also speaking at our conference. He makes the point that he’s done a huge amount of experimentation and trying different virtual approaches, and one of their lessons is really think about this as an on boarding ramp for finding people who are passionate about your cause, and then you do the segmentation necessary to figure out how to keep them involved, perhaps in a virtual way, or whether they are good candidates for trying your physical event. When you can hold that well. Or maybe there will be a supportive of your charity, you know, completely different way. Maybe they could become great volunteers or maybe substantial individual givers. So this whole on boarding and shepherding, stewarding off, peer to peer and seeing it as an on ramp to building your funnel of of supporters is very important. And virtual will never go back to being sort of the very weak excuse of saying, Oh yes, we have a virtual program. But there was really no there there. It was just a way of saying, Well, if you live far away and you wanna be supportive of other people, you could say you’re a virtual walker. Now there are people, and interesting. We had a weapon or the other day featuring people from Good United who also worked with the American Cancer Society and had a wonderful speaker, Dan Thorpe, from there and what they They are using a whole mixture off using Facebook social media advertising to find people who would be interested in a geo particular geographic area at getting involved in a a squat challenge or a individualized walk or run challenge, et cetera, and using the Facebook milieu to get them involved in to get them fundraising. They had tremendous success with that. What they feel that most of those people will have to be will probably be kept involved by reaching out to them again through that social media connection they made. Two. It’s almost It’s a little strong to say this, but it’s almost like a bait and switch. If you try to say Okay, well, you’re a social media. Uh uh, you like to communicate this way. Now we want to take you off of social media and communicate with you via email and have you go to a physical event with a lot of other people, where you have not demonstrated that you necessarily want to do that

[00:37:51.42] spk_1:
radio meet people where they are. It not where you would like them to be and come meet you. Um, squat challenge makes my thighs tremble because I’ve been doing jump squats. It’s only my thighs. Don’t don’t get to accept, you know, just thighs trembling that stops there. Um uh, doing jump squats as part of my homework out.

[00:38:20.61] spk_0:
I’m impressed because I try to do Burpees Oh, my God.

[00:38:47.12] spk_1:
Things. Oh, and then do split, jump squats Those things are rough toward the end toward the end of a set. Oh, are a bunch of reps. I’m more like It’s more like standing on your toes instead of jumping like stand on your toe and squat squat So squat challenges I got a little this. I got a visceral queen. Visceral reaction when mentioned squat challenges

[00:38:48.28] spk_0:
trying not to use any untoward vocabulary again. I don’t want to scare you, tony.

[00:40:30.01] spk_1:
Well, you wouldn’t know my hyper sensitivities. Uh, if that was gonna be the case, we have to wrap up right now. It is a lot. I got more tony go from or much of issues. Time for our last break. Quote. There’s nothing as simple as dot drives. Our executive team meets once per week to sit down and go through our dot drives pipelines. It’s fun to watch them have a healthy dialogue and to see them get excited about their numbers rising toward their goals, you could feel this person’s excitement. You can feel her excitement at witnessing this dot drives has allowed us to take those key relationships and bring them to a deeper level. End quote. That’s Wendy Adams, director of donor engagement at Patrick Henry. Family Service is dot drives Prospect to donor Simplified. Get the free demo for listeners. There’s also a free month. You go to the listener landing page at we’ve got but loads more time for peer to peer for 2021 you got you got also your your thought Leaders in peer to peer had ideas and about not surprising. I mean, we hear this in a lot of a lot of realms. I certainly, uh um in foundation and even corporate fundraising as well. But collaborations be collaborative. Reach out, reach out across your community. Maybe it’s across the country. Be collaborative.

[00:40:43.41] spk_0:
Well, it s so funny that you mentioned that because I literally had a conversation yesterday with with one of the speakers for Thea upcoming conference. And what she was saying is that you know as much as there is, it’s

[00:40:46.61] spk_1:
not funny. David, this is all planned. There’s nothing funny about it. You got coming in. Think I didn’t. You know, You think I didn’t talk to the people you’ve spoken to in the past two weeks to find out about you? This is this. This doesn’t just come together. I’m a little I’m a little offended. I’m a little I’m disappointed. More than offended. Go ahead.

[00:42:18.70] spk_0:
Looking for the silver linings? One of the things that she had been particularly, uh, happy about Waas. That there was a lot of sharing. I mean, although many of us feel zoomed out of our minds, the fact that groups off people who knew each other but worked at different organizations were getting together We’re asking one another’s questions. Um, they were going to some some programming that we created in which there was a lot of sharing has really helped folks get through this very, very difficult, uh, period. So I think that there is collaboration, and for me, it’s such a delight to see, because when I started this group, there was such trepidation that if you went to a conference and you talked about how you held your event sarees, everybody would be taking notes about some sort of secret sauce that you might have and they do that. And then all of a sudden, all of these people who have been raising money for just throwing cancer were suddenly begun to become heart association people because because they did, they did X, y or Z, and

[00:42:21.14] spk_1:
his heart still still cancers ideas. And it’s all zero sum. And if you must be losing

[00:42:38.40] spk_0:
its so much, not zero sum if you’re doing it right, because people do have an affinity, unfortunately, often for your particular cause. And so, uh, this this spirit of collaboration has just been growing and growing and

[00:42:42.67] spk_1:
growing. Can you collaborate with if you’re If you’re in the in this peer to peer world who like who, Who could you be reaching out to?

[00:43:57.40] spk_0:
Well, I think that one thing to do, I think in any field that you’re in is to be looking at other programs, seeing if there’s aspects of what they do that you admire, um, and and being you know, it’s it’s it’s taking that important first step of reaching out to others to find out who they are. One of the things that’s been a wonderful part of what we’ve been able to build is a community. You know, sometimes even figuring out who that person is isn’t easy. When were physically together. Uh, we literally leave a lot of time for networking so people can talk to one another and can share, since we’re so even within our organizations often siloed. But we’re very siloed from other other folks. It’s why, when we produced this upcoming event, we’ve created a lot of opportunities for using breakout functionality to have small group discussions to have actually one on one discussions, because people are hungry for opportunities to talk one on another, and we don’t all need to be inventing the wheel in parallel. There’s a lot of things that we can help each other out with, Uh, that won’t take away from us, but will hopefully make you know. And these people are working towards goals of trying to fight disease, fight hunger. Of course, it is wonderful to see some of this Kumbaya spirit brought to life.

[00:45:15.59] spk_1:
Am I naive if I suggest that when we get back to in real life runs walk, run, run, walk, rides, whatever, whatever form it takes that a bunch of non profits in a community, we’re in a city could get together and host something together so that you know, if if my organization could probably only get 100 or 150 runners and walkers, whatever. But there’s another organization that could get 500 somebody else who could bring 75. And together we could get 2500 or 3000 or 5000 people Thio. And then we could have the synergy of working together with the local police to stop close the streets and they get the park permits, et cetera, and rent the banners that we need and the archways and the sound system. Is that Is that doable?

[00:48:22.57] spk_0:
Yeah, Well, actually, you you you raise a really interesting point and we’re seeing some of that activity already start in different ways. So, for example, in Maryland, there is the Almond Foundation, which is a cancer foundation actually started by the family of Doug Ulman, who is the used to be the head of Live Strong is now head of paella Tonia, which is a tremendous cycling fundraiser that happens in Columbus, Ohio, back in Maryland, the when the pandemic struck the Almond Foundation, which has had a long history of raising money in a number of interesting ways through peer to peer fundraising, decided to create an event, sort of the all of the institutional work that is necessary to create the online presence and the digital fundraising systems, etcetera. And then, uh, opened this to numerous Maryland based charities, and they could have their people plug into this program. And, uh, I don’t don’t totally quote me, but I’m remembering, right there was virtually no cost to the charities to participate, other than to defray the costs that Almond was taking on to create this platform for everybody. They gave a certain percentage back toe, and Ullman wasn’t competing with them to get supporters. So that’s one example. Another example and donor drive was very involved in setting that all up donor drive being a platform company that non profit use to raise funds. Another example. Event 3 60 is a, uh, a production company, primarily very involved with peer to peer fundraising, and they have created something they call the five by five K for good. They piloted this this fall in Denver, and what they did was there a lot of people who are avid runners who want to get out avid supporters of charity. And they created event where you could run over the 24 hour period. Five different five K’s So in Toto, if you did it, yeah, you could run a basically a marathon and they had a number of different charities. It was open to any charity, and again there was. It was sort of free to enter, and then there was a certain percentage that helped defray the cost. So that went on in in Denver this fall. Um, so there There are a number of those, uh, those efforts already underway, and it’s going to be interesting to see, you know, it’s collaboration is great. It usually takes some entity to take a bold first step and sort of create something that others can get involved

[00:48:33.05] spk_1:
with. That’s it. That’s the non profit. You just profiled the non profit radio listeners there, the bold ones you gotta be somebody’s gotta put a stake in the ground and say, Let’s Tze rally around this.

[00:48:44.45] spk_0:
Yeah, and it’s a wonderful way of sharing costs and sharing opportunities that any one might not be able to do by itself,

[00:48:53.81] spk_1:
right? Are you familiar with generosity? Siri’s? Yes. That

[00:48:56.95] spk_0:
was the other one. They actually I

[00:49:09.27] spk_1:
I used Thio. I used Thio. What’s it called? I didn’t I wasn’t their host. I was there. Uh, there M c. I was used to emcee the event. I probably am said I have a dozen in the New York Manhattan.

[00:49:13.60] spk_0:
Other people? Yes, I know them. And I I have not been in touch with them recently. I have a feeling that the pandemic sort of,

[00:49:29.95] spk_1:
uh I wonder because they were strictly e. I mean, they had a fundraising platform, but they were strictly real life events in exactly, also in Philadelphia. And they were trying to go beyond the Northeast. They’re just being just New York and Philadelphia. And

[00:49:34.97] spk_0:
they were attracting numerous numerous charities, uh, to be ableto

[00:49:39.81] spk_1:
Yeah, we have a dozen or so. Yeah, I introduced Steve Buscemi at one because he was really He’s from Brooklyn. So he was a visitor at one. We had somebody. The Brooklyn City Council? Uh, no. The Brooklyn, Brooklyn President, Borough President, President, President, book. That was a different event. Yeah, I did a couple of Manhattan a couple of Brooklyn, so I hope they’re still bound listeners. You could check out generosity Siri’s, because they were. They were looking to go nationwide on there. Pretty ambitious guys. David David, David Lind,

[00:50:11.47] spk_0:
L I N N.

[00:50:13.11] spk_1:
Lynn, David Lynn, right, David and Saul, David and Saul. So I was more in the background. David Lane, right? I hope they’re still doing well. But you could check out generosity. Siri’s Certainly if you’re in the New York or Philly area, because the I know they’ve done events there and I imagine they’re they’re smart and they’ll be coming back in 2021 2022. So

[00:50:31.53] spk_0:
I’m going to reach out to them

[00:50:47.36] spk_1:
generosity. Yeah, I will, too. All right, right. So there’s cause for optimism. Even though we don’t, you know, we got to stay flexible. We don’t know when that, uh, you know, when we’ll be ableto amass thousands of people together. But there are lots of opportunities to go beyond that. As as you describe

[00:51:54.86] spk_0:
20 was a very painful learning year on, you know, again looking for silver linings. Uh, lots of groups learned about things that they could do in less staff, because unfortunately, many groups had to lay off staff, um, quicker than they’ve ever been used to and stretching and using technology in ways that they talked about for a long time. But now that it was a necessity, Ah, lot of them have made some of those investments in technology that will stand them in good stead in the year to come. So I don’t think that this is gonna be a banner year, but I think that the learnings from 2020 will stand us in in better stead to do better in 2021 then hopefully come roaring back in 2022 Because I’ve been trying to figure out tony, you you gotta help me with this. There’s got to be smarter, much smarter guys than I who are figuring out right now and gals, okay, The economy is gonna come back. We’re gonna be able to travel again, et cetera. What are the depressed stocks? And I should be buying right now to make a killing the floodgates open.

[00:52:09.05] spk_1:
You’re asking the wrong guy. First of all, I don’t like guess to put me on the spot. That’s the first thing I’ll get past that. I’m willing to overlook it this time,

[00:52:16.72] spk_0:
but I’ll never do

[00:52:17.71] spk_1:
it. That’s why that’s why it’s been so many years since you’ve been back. I believe I remember distinctly. You did that six years ago. I remember the day I’m pretty sure was November 4th.

[00:52:26.26] spk_0:
It was probably your dream, but Okay,

[00:52:42.95] spk_1:
that was Minnesota. Now, that was strictly that was strictly a Minnesota thing. Yeah, but the other reason you’re aside from that, you know, if you look at my portfolio, you’d see you know, my my mantra is always buy high, sell low. So you don’t want stock advice from May?

[00:52:44.68] spk_0:
Well, I guess the two of us will be working stiffs for quite over because I’ve got a similar profile. But I do think

[00:52:54.03] spk_1:
I need some illicit income. That’s what I need. I need some of that came and came in high double money because I got I got too much of the income and not enough of the capital game.

[00:53:34.55] spk_0:
I think that when you know, as I said before, sort of like the all clearest sounded. There is going to be such a penned up demand to get together with other, has celebrate and to do the good work that people are so dedicated to that they have such an emotional connection with, uh that, you know, hopefully, maybe at the end of 2021 but certainly 2022 should be should should really benefit from that. And so this year, we’re going to be revealing at at our conferences we do every year. What the

[00:53:37.77] spk_1:
enough with Schilling of the conference. Now I’ll let you get away with it for, like, three times I said it. What was that? March?

[00:54:13.14] spk_0:
But we’re going thio and let Ugo available on our site. You don’t have to pay Teoh get it? What is the results of the 2020 study that we dio in terms of the top 30 programs? And that will be a very somber moment because it’s gonna be terrible. The numbers are awful, however, as any good sales person who’s ever had a sales commission plan knows. What you want to do is you want to join up when they’ve had a terrible year, because the next year that you’re working off of a much smaller base, and so any gains that you have are accelerated. So I’m hoping you

[00:54:19.41] spk_1:
go So apply that lesson to your stock market question. And now you’ve got your answer. There you go. I don’t know what to me. I don’t know what the answer is, but, you know, you get back to you, you have to take the next step on your own,

[00:54:30.48] spk_0:
will get together with David Lynn will find him, and he’ll tell us what you think

[00:54:34.80] spk_1:
of it On the microcosmic level. I mean, aren’t you dying? Thio have a dinner with friends

[00:54:39.01] spk_0:
again. Just answered a survey was sort of a fun survey talking about great, you know, kind of kooky things. And but what were the questions was what are you most looking forward to when this is over? And I said going out to dinner with friends?

[00:54:54.29] spk_1:
Yeah, absolutely. Hour and a half. No masks. Close table for four to

[00:55:00.60] spk_0:
food. Could be awful.

[00:55:04.94] spk_1:
Yeah, Yeah, we have to go to one of the remaining few remaining restaurants that that survived this thing. All right, Thank you very much. David. David has Shaquille. He’s got a bunch of shell companies one step ahead of the law trying. Tony, did I mention that

[00:55:18.62] spk_0:
the peer to peer forum is uh, march 1st through third.

[00:55:53.34] spk_1:
I’m not gonna say it now, So if you want, that’s a peer to peer forum dot com. If you want to do it on the business side, you’re more interested in partnering with businesses. Um, there’s engaged for good. They also have a conference engaged for good dot com and David is at Dave, not David. He goes by David. But I guess David David, David Cause must have been taken by some near do well considers himself important in the in the cause giving world. So he’s at Dave cause David has skill. Thank you very much. Real pleasure.

[00:55:56.14] spk_0:
Same here, tony. Anytime. Let’s not let five years go by until the next time.

[00:57:03.63] spk_1:
Well, you slipped up again this time by by putting me on the spot, which I said, I don’t like. So I will talk to you in 2028. Very good. Alright, David, Thank you. Next week, maybe it’s Kivi LaRue Miller. If not, she’ll be on soon. If you missed any part of this week’s show, I beseech you, find it at tony-martignetti dot com were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot c o and by dot drives Prospect to donor simplified tony-dot-M.A.-slash-Pursuant for a free demo and the free month Our creative producer is Prayer Meyerhoff shows social Media is by Susan Chavez Mark Silverman is our web guy, and this music is by Scots. Tony, Thank you for that information. Scotty. You with me next week for non profit radio. You better be big non profit ideas for the other 95% Go out and be great.

Nonprofit Radio for February 19, 2016: Innovation in Mississippi & Successful Giving Days

Big Nonprofit Ideas for the Other 95%

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Aisha Nyandoro & Cassandra Overton-Welchlin: Innovation in Mississippi

There are lots of stereotypes about social change in the deep South. We look at what’s really going on in one state. What are the challenges? What are the opportunities? Who’s doing the work? Aisha Nyandoro is executive director of Springboard to Opportunities and Cassandra Overton-Welchlin is a director at Mississippi Low-Income Child Care Initiative.

Aisha Nyandoro
Aisha Nyandoro
Cassandra Overton-Welchlin
Cassandra Overton-Welchlin

Caryn Stein: Successful Giving Days

Caryn Stein

What is key to make your giving day successful? How do you activate your community to make them super fundraisers? Which technologies are critical? Caryn Stein is vice president of communications and content at Network For Good. (Recorded at the 2015 Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network.)

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host we’ve got to listeners of the week first beth and lock in vancouver, british columbia, she’s at a fundraiser, beth and she tweeted, i quote, getting ready for work and listening to the-whiny-donor and tony martignetti i just love her exclamation excuse me, i gave the-whiny-donor life. Yeah, if it wasn’t for me, she’d be like a collection of one dimensional characters on your screen. I breathe life into her and gave her one dimensional audio. S o you know, can i get something? You know, besides listening to tony martignetti death? Thank you very much. Okay, lets try the next one. Professor brian mittendorf he teaches accounting at our hyre state university. He listens in his car and he tweeted a picture of my name on his audios screen on the car. And i just love knowing that he’s driving around ohio with my name on his screen. I just something very comforting about that. But then included in the picture was the avatar for the show and it’s a guy who’s in his seventies and wearing a bow tie and i don’t know what you think of my looks, but i have never worn a bow tie. So, brian, your toyota bluetooth is screwed up worse than the airbags, so drive carefully and you’re going around with the wrong picture on your car and that professor brian mittendorf is at counting charity. I don’t know too lacklustre listeners of the week i know who picks these people nonetheless, i’m glad you’re with me. I’d suffer the embarrassment of keratosis polaris if you rubbed against me with the notion that you missed today’s show innovation in mississippi, there are lots of stereotypes about social change in the deep south. We look at what’s really going on in one state what the challenge is one of the opportunities who’s doing the work monisha nyandoro is executive director of springboard to opportunities and cassandra overton welchlin is director of mississippi women’s economic security initiative, a project of mississippi low income child care initiative and successful giving days. What is key to make your e-giving day successful? How do you activate your community to make them super fundraisers? Which technologies are critical? Karen stein is vice president of communications and content at network for good and that was recorded at the twenty fifteen non-profit technology conference hosted by our friends and ten non-profit technology network on tony’s take two charity registration we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com also by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation feature crowdster dot com my pleasure to welcome first aisha nyandoro she’s, executive director of springboard to opportunities providing strategic direct support to residents of affordable housing. She’s been an academic evaluator philanthropist now and non-profit executive she’s been a fellow of the w k koala kellogg foundation community leadership network and ascend at the aspen institute springboard is springboard to dot or ge that’s t o and she is at nyandoro s t o r you sure? Welcome to the show. Hi, tony. Thank you so much for having me. Pleasure. Welcome. Also cassandra overton welchlin she’s, a licensed social worker. In addition to being director of the mississippi women’s economic security initiative, she worked with organizations from local to national to address the social, political, economic and ecological injustices in low wealth. Communities of color that grow out of racial inequities in public policy and she’s at sea welchlin cassandra welcome. Thank you for having me, it’s. A pleasure, ladies. Welcome from mississippi. Um, cassandra, why don’t you start by just saying a little more about the work that you’re doing at the mississippi women’s economic security initiative? What’s that work about cassandra we still have our kind of grew out of, um, a need to really hear more from women about what it is. They need to be able to take care of their families, and for so long, our organization has been working around getting low income working women access to child care so they can go toe work. We know that long come working, women don’t make a whole lot of money, and this child has subsidy really does add to that income so that they’ll be able to pay for that child care subsidy program our child care so that they’ll be able to go to work. Child care can be as expensive as college tuition, but if a woman has a child cast subsidy, then she’s able to, um, use less of her income for child care, more to go towards other things. And so we heard from women about what is that they needed, and so we wanted to put together, and jenna that responded to that. And so we developed the mississippi women’s economic security agenda to really try to put together a policy agenda that would improve the economic well being a women looking at child care, access to health care, access to equal pay and higher wages. And so ah women’s economic security agenda is there to promote those kinds of policies and put women’s voices front and center into the policy debate. And we’re the only ones in the south that’s doing this women’s economic security agenda and so it’s very important and that’s some of the work that we’re doing okay now did i have it as women’s economic security initiative? Is there a difference between an initiative and an agenda? It’s not the agenda is the policy piece. Okay, so the agendas policy. Okay, so what’s the initiative. So the initiative, um, it’s really kind of our overall work where we are doing coalition building. We are working to build, um, consensus among women legislators across the state. And so there’s several steps to that. And we’re doing movement building work within the state of mississippi inside of communities. And so the initiative fans across coalition building policy making and and really doing the civic engagement. Okay, cool policy level work. Excellent. Let’s bring ah, aisha and i should tell us about springboard to opportunities we just have about a minute and a half or so before break. Ok, great, well springbox opportunity works directly with families that live in a setting of affordable rental housing. We know that affordable housing is a critical step towards breaking the cycle of poverty, but in and of itself, it’s not enough on his own residents living in federally subsidized housing also needed part of services social capital, if you say so, to have overcome some of the challenges that they need to achieve and secure a more hopeful feature. This is where springboards opportunities comes in. We are built on the premise that affordable housing combined which strategic resident engaged services can provide a platform for low income families to advance themselves in life schooling work. We do this bite-sized serving is the connector between residents in the bradrick committee using strategic community partners, system programming to address the unique needs of our families were unique because we are one hundred percent resident driven, which means that we’ve listened. We’d listen, listen and made we act and we engage where the only entity in the mississippi doing the work on the ground, specifically with families that live in federally subsidized frontal housing. So, it’s, all things innovative in mississippi? Yeah, no coal, no kidding. Got two organizations that are unique in the south, right? Right, yeah, i know exactly where you, you know, unique in the fact that it’s a lot of overlay and there’s, a lot of overlap in the work that our two organizations are able to do to really help move not only mississippi ford, but the south. Florida’s well, okay, we’re going to go out for a break and when we come back buy-in cassandra, we’re going to keep talking about the work in mississippi, the challenges, the opportunity, the challenges, the opportunities stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent that other ninety five percent small and midsize non-profits that’s who we’re about it’s time for live listen, love, where are we? We got listeners chapel hill, north carolina and new bern, north carolina. Do you know each other? New bern in chapel hill? I’m going to be spending quite a bit more time there very shortly st louis, missouri, philadelphia, pennsylvania and there’s others, but let’s go abroad. Jakarta, indonesia is with us, seoul, south korea. Always so so consistent soul, thank you very much. Annual haserot mexico city, mexico when a star days, jakarta, indonesia i said jakarta and federal argentina we have argentina’s well, that’s a new one can’t do live listener love without doing a podcast pleasantries over ten thousand listeners, whatever you’re doing, whether you’re driving in the car with the the wrong picture of a wrong man on your screen, on that ah, wherever you are going to work over ten thousand listeners, thank you so much. Podcast listeners on whatever device you’re on whenever you listen and affiliate affections are am and fm listeners throughout the country, on those am and fm stations affections to our affiliate listeners and worry about toe. I think in the next few weeks we will be announcing a fume or new ah am and fm station affiliates. Okay, ladies, isha what’s the you know, we want to talk about the culture in mississippi, but i think we i feel like we can’t understand if we don’t know like the history of you know what? What’s what’s some of the history there that you feel impacts the current and impact your work, you know? Definitely. Well, you know, mississippi has a really unique in british history. I’m from mississippi, a comics of home grown goodness. So i love all things mississippi. But, you know, we do have a history of segregation, discrimination, jim crow. All of those things are really president part of our current reality, you know, unfortunately, we have one of the largest poverty rate in this country, and it’s also know blends over into childhood poverty one in three mrs to be children live in poverty. That’s, you know, sixty four, sixty four percent of these households are headed that single women. And so when you have that narrative shaping a community currently that believes and so what’s available if they released a future opportunities, and so that both of the realities that were working in but even though those are our realities of the people in this state love this state. We live here were working here that choice both could sandra and myself. You are from this area and we both chose tto go away to school and come back home to do the work and be grounded in the work. Because we understand the history of the space. We understand the uniqueness of the space. But we also understand the beautiful opportunities that are in this space. This well, we are a community rich in a loudly cultural in history. And by knowing that his three, we were able to move forward and write a brighter script in a new tomorrow. Okay, um, cool. Cassandra, do you wantto amplify anything or add to it, you know, just about about the history and what it creates for the for the present for your work? Yes. So i i’ll just agree with everything i usually says. And it makes the work. And as she says, she called herself, you know? Home what? Do you call yourself home home grounded in this? And i call myself the daughter of the south, a daughter of the south and it’s so important that we did come back home too, engaged in the work and try to improve our communities, poverty harms the life and the well being of our women and our children, and it also slams the opportunity. I mean, the doors of opportunity shut for them, no, and also diminishes the economic health of the entire state and saying that when mississippi annex policies and make, um, legislation that harms are disproportionately impacts community of color here it also impact the entire state not just that population in an impact, all of us, and so, as a result of that, um, we do have these deep, deep pockets of poverty that exists here, but yet we also have this resiliency that exists in our community. I mean, we are rooted in the civil rights struggle on the civil rights movement, and so a lot of that richness still exists here, where people continue to move forward and push through the heart hard walls, that, um, that have continually been built. But we continue. To push that down so that we can get hr families, make our families more economically secure and prosper, and so that our children can have these sustainable communities for generations to come. Cassandra is rich history and culture that is negative, but also we build upon that to move our community’s forward so that we can get more opportunities to our communities. And so so it’s it’s, good work, you know that being that’s being done, but yet there are some challenges that exist. Cassandra, why did you return to mississippi? I didn’t want to at first me just be clear about that. I didn’t want to because of what i’ve seen growing up in my own way in my own family, but there is a commitment to that family and commitment to my communities and one thing about me as a leader it’s important that i surround myself with other people who can hold me accountable to the values that were instilled inside of me. And so those communities came the other that people those people came together and say, cassandra, we need you back here because we need what you have to invest in those communities and so i came back and i came back, and i’m glad i did, because what i have is what my community needs and i didn’t want to be. And this is me personally be this trader where i’m going in other places e-giving and, um and and not giving back to the communities that invested in me, and so there’s this real value their of wanting to put back into my community what was given unto me, and so that’s a real value there. And i say, all the time when god made me, he really gave me a triple dose of from justice and what better place the ground that is here in this fifty? And so i wanted to return, and my family story is rooted in this place of, um, of grace of service on and also a poverty, and i wanted to be a voice for my family in that. Are you sure your work would be so much easier in some other part of the country? What brought you back to mississippi? You know, i don’t know it’s, not work, will be so much easier in other parts of the country, you know? I don’t know if my work would be is needed and other parts of the country, you know, you know. So even though doing its work in this is to be it’s difficult, i think the work of social change and community building it’s difficult in any context, does something cubine mississippi where this work it’s really hard. I think we as the country sometimes did not want teo deal with the injustices that exists that keep people paralyzed in the systems that keep people paralyzed and that’s just not unique to mississippi that’s the narrative, you know, throughout our country, in some places that so much to me. I really think my work would be much more difficult because i would not be ableto be the immediate menace stations of the work in action, and i would not i feel it, so i were living my purpose out loud and so the work will be difficult because i won’t be as committed. I want being grounded in it. The work that i am doing as the leader of springboard opportunities is particularly the work that i was called to do. I was built to do this. I was built to move. These community for teo implement this innovation that on lee as a model here in mississippi, but a model of how do you engage families in affordable housing system that can be, you know, replicated throughout the country for the work, i wouldn’t be any easier, it will be different. It would not be fulfilling, but, you know, it wouldn’t be me being in mississippi being here, it makes me ground it and in being ground it’s the only way that you can do this work because it is difficult, we are on the ground trying to change the narrative, changed lives in power, people. And that is not something that happens overnight. Andi the reason i said would be easier, i guess maybe i made it sound too pollyannish, but easier elsewhere. I was i was thinking of the i mean, i’m thinking of the challenges like around education being no solo funded and and recently, just within the past, like month or so, there was there were headlines about the failures of the child welfare system. You know, there’s just especially, you know, working in a population with with children, asia that’s argast thing i mean, you there’s. Just a lot of theirs just seems like there’s more challenges in mississippi now that you know that it’s not that is true. There are a lot of policies in mississippi that are unfortunately ineffective, but that’s why we have the innovation of programming and policy coming together on the ground. So cassandra the ram that she works in it’s really policy around that i work in this really grasses organizing in programming, and we’re able to bring the two together to really move the needle and change the narrative. So you’re right. The work would probably be easier in some places that were a little more liberal because we would have educational poverty policies worked for policies, childcare policies, transportation, all of the things that we all of the challenges that our families deal with. Those may not be as heavy a mountain to move, but yeah. Okay. Cassandra, let sze shift over to some of the opportunities. What do you see as being advantageous there? I mean, what do you what can you grasp onto toe advance the agenda. So ben jealous did an excellent report that was published by the center for american progress called truth south. And a couple of things he brought out in that and that we see manifested quite a lot. And i work is there’s some unique opportunities that we have right now. One of things that he brought up is this changing demographics that that’s happening but twenty forty three way will be a majority people of color state our country, and so as a result of that and that and even in mississippi and twenty, anna senses that show that, you know, white children were a minority here in mississippi. So we have some interesting opportunities where, you know, more people of color will be, um, a majority in our in our country saying that that has unique opportunities to do a couple of things. We know that people of color vote more progressively in their voting patterns, they vote for more progressive leaders, and they also, um, they and we also know that they get out and vote, so that creates a unique opportunity as we began to talk about how do we change the landscape and the leadership in our country, in our state houses at the local level as well, even at the national level. And so we have these unique opportunities, i think another thing is building because in the south, particularly in the south, we’ve had thes very conservative and x dreams leaders who post policies around on an attack on women’s rights, and as a result of that, they isolated white women. And so we found that if we can hold and bring along these white women as a part of a new voting block, then we can really shift an example. In four years ago, mississippi had an amid a ballot initiative, proposition twenty six, the personhood amendment where we’re going to completely limit how women were completed limit women’s rights around abortion and what happened, wass christian white women joined together with interface women of color to say i am pro life, but i’m also port port pro choice. My body is my body, so that presents some unique opportunities. The other thing is that the vote of the youth with black lives matter taking the country by storm it’s happening in every pocket of our community where young, bold young people are saying, you know, enough is enough my black skin is gold my black skin on my brown skin is important. And i’m not gonna let you do do this. And so you have these movements arising, but we can trace them back here in mississippi to the civil rights, civil rights, right, free family. Right. So these are some things that we could begin to build a bond too. Build these unusual alliances, alliances and these multi racial and interject generational voter coalitions so that we can transform the political power here in mississippi, but also in the deep south. Alicia are incredible opportunities that we have here to really move the things that we issue and i care about around our women and around, aren’t you? Yeah, i want to turn toe aisha aisha opportunities that you see in your work with with the the families, you know, you know everything next sandra has said, but i also see a lot of opportunities and the work is that there’s a changing tide. So you actually now have a a lot of individuals moving back home. So you have a lot of progressives and a lot of, you know, people going out to get educated but then doing like, the sand you and i have done, which are really moving back to mrs, being really growing, where you, you know, growing where your planet and getting e-giving back to your community and being more and still than involved within your community. So there’s a lot of opportunity there, but then also there’s a lot of philanthropy here in mississippi and in the deep south that we really don’t talk about there’s a lot of there was a lot of homegrown philanthropy was far individuals. E-giving but there’s also a lot of big philantech ity and individuals are really beginning to look at what we need in the region to change the narrative and really began to be the author of our own narrative and not letting the north or the east there other places really defined what this region is because we know what it is that we are beginning to work in conjunction more with the lance therapy toe really elevate the true story of mississippi? Okay, okay, are you sure? What about the special challenges of being a black woman doing this social change work in mississippi? So that’s, interesting question. I don’t see any challenges being a black woman doing this work, i think being a actually, i see no challenges with c it is nothing but opportunity. I am a black woman and eleven mississippi, and but with that, i understand what that narrative, maybe others other strike right to say what that perception, maybe two other than my perception of my reality in my abilities, but by that being the perception of others have made me a really hard worker. I work harder than most people that i know, but i work hard and i’m grounded, and i give all that i have to give. So being a woman of color doing this work in mississippi, it’s a beautiful thing, because because i’m grounded in community, i’m grounded in my history and branded in my narrative, i’m grounded in the elders, and itjust presents tremendous opportunity for me to lift up the challenges that i know you know, our present within my community and working on behalf of my community. Cool, cool. Cassandra wants the same question doing that doing that work as a black woman in mississippi. What was it like? Some of the things that i found on doing the work is so i ran for elected office. Oh, yeah, three years. Ago, i ran for state senate and one of things that i’ve found and it’s not just me, but other black women who have run for office and and this is really across the country is that you have, again, these gender inequities that exist, and it was hard for me to get the money to do what i wanted to do. It was very difficult to do that most people will. R r it is more eager to give money to i mean, to do this work more eager to give to me and to run for office to start a business we found, i found that also found that right? But so as a result of that, we’re having to build the strong coalitions and relationships among each other to reach across like i should say, we have these individuals that are engaging and more of this philanthropic community, and so we’re having to pull together some of these folks, some of our friends that have access to those resource is so we haven’t to think smarter about how do we get more of our blackbaud folks and black women into these elected positions? The other thing is that i use dahna doing our work, we also found i have found that it’s hard to elevate the voices of the people whom we care about. L’m the national platform, particularly in the media, it’s been very difficult to do that and to try to do it in a way that will change. As aisha says, the narrative of our communities and so being able to form these relationships with the feeling about the community and other people who may have access to resource is has been sochi. It goes back to this building, you know, these unusual alliances so that we can segway are in segway, away and through those platt forms so that we can elevate the voices of the communities that we care about. So i found that black women’s voices aren’t at the national level, the way it needs to be, and the communities in which we care about there’s a, um, they’re cassandra, but we’re moving towards that. And so, you know, those are some of the things that i found it, okay, we have just about thirty seconds left or so, and now you show i’m going to leave it with you, there’s. A saying that as the south goes, the nation goes, um what do you think that what you think the future of the nation is? I think the future of the nation looks bright, you know, the south is full of passionate, committed, innovative individuals who are connected to the space that were called to work in we understand working across sectors, we understand the importance of collaboration, but we also understand the importance of i’m making sure that all individuals just not the haves but all individuals, though that we proceeded to have nuts as well have a seat at the table, so we understand unusual alliances and create a partnership, and we understand the need of policy and effective programming, and we’re good stewards of our resources and were innovative, beautiful people, you know, the blues came from mississippi catfish colorings, all those beautiful things that you think about in the south, so i think the nation good, we have our challenges, but we recognize those challenges and despite that we’re moving for were being committed, and we’re going to do the good work. That’s asian nyandoro you’ll find her on twitter at nyandoro s teo and also cassandra overton welchlin at sea welchlin ladies, thank you so much. Thanks for sharing. Thank you. Real pleasure, right? Successful giving days with karen stein at the networks for good is coming up first pursuant and crowdster i’ve talked to their ceos, both of them. I know that these companies can help you in small and midsize non-profits they understand your challenge is they understand what your needs are, and they both have companies and products that have ah, that are designed to meet those needs. That’s ah, it’s trent recur at pursuant and crowdster that’s ah it’s, joe ferraro, their sponsors of the show because their products can help you raise more money. They both have terrific backgrounds in non-profit duitz and in corporate work, so they’re playing corporate solutions to the challenges that they understand that that you’ve gotten in joe ferraro att crowdster actually runs a non-profit so that’s pursuing dot com and crowdster dot com now tony’s, take two. Are you properly registered in each state where you solicit donations? If that question makes you cringe, then we should talk. And if you have no idea what i’m talking about, we should talk, you’re non-profit needs. To be in compliance with the state laws in each state where you solicit and that includes paper, mail and email, text text to donate if you have a donate now button on your website. That button is a solicitation when it goes live doesn’t really doesn’t matter if anybody ever clicks on it in any individual state or anywhere but when it goes live, that’s the solicitation and that triggers registration in at least half the states i can help on dh getyou into compliance. If we need to talk, you can get me at tony at tony martignetti dot com or the contact page at tony martignetti dot com and that’s tony’s take two here is karen stein from the march twenty seven twenty fifteen show and originally recorded at and t c twenty fifteen welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen our hosts are intend the non-profit technology network. We’re in austin, texas, at the convention center, i guess now is karen stein. Karen is vice president for communications and content at network for good, and her workshop topic is the secret formula for successful giving days. Karen stein, welcome to the show. Thanks so much, tony it’s. Great to be here. It’s. A pleasure. Thank you very much. Thanks for taking time on a busy conference day. Yeah. It’s definitely exciting to be here at at the anti cia and see lots of old friends and make lots of new way. And so it’s it’s, always in one of our favorite events. Excellent. This is my second year here doing interviews on dh believe this is your second my second year here. And, of course, network for good has been here for many, many years. So since around two thousand seven, i think right for yeah, i believe so. First, long before amy sample ward was ceo. Definitely definitely. And i think it’s it’s growing into i think one of the premier non-profit events teo, be at i think so. I mean, that’s always what? You know, there are many conferences to go, teo. If for both attendees and exhibitors. But this is when we definitely make a point to always, always be out there. All right, so i’ll see you again next year. Definitely looks like a date. All right, all right. We’ll set you up with an interview for twenty sixteen um, successful giving days. So now i think the biggest probably most popular, is giving tuesday what are some examples of other ones? Yeah, so different types of giving days, they could be based around the time of year they khun b based around a region or an affinity group. So there are things like giving tuesday, of course, which is really the kickoff now for urine giving, and then you have things like give local america, which is focused more on regional giving in other community foundation states have their own giving days. We actually helped maryland due e-giving day for their state, and it wasn’t a maryland, yes, for their non profit organizations to the maryland non-profit association did e-giving day on and then you have ah, non-profits who want to come together and do giving days around affinity groups so things like give out day, which was really kind of focused around issues affecting gay, lesbian, transgendered folks and have those organizations come together not just to raise funds but also to think about how to raise awareness and use those social networks as a zit means to get their message out, i had henry teams as a guest about a month ago or so roughly talking about the success of e-giving tuesday generally and how what a huge spike there was for twenty fourteen he certainly emphasizes the decentralisation of it and all the sharing tools that are available is that common across the successful e-giving days definitely, i think that the reason why e-giving days have become so popular is because online fund-raising has become so popular, and it really has decentralized and and decouple the idea of fund-raising an advocacy from just not just the organizations, but it’s really something that everyone khun d’oh, and to think about how you can couple that technology with the idea that we have these large social networks, it’s really allowed that to take off in a very viral way, and we often talk about things going viral. This definitely has for sure, and i think it’s great on dh. So what are some other, you know, common traits, important components of a successful e-giving yeah, well, the thing is that that makes giving dae so unique, and i guess so effective is that it’s really using that sense of urgency? And we know that a sense of urgency, especially in fund-raising campaigns can really motivate people to act when they otherwise would not. And so having that limited window of time really gets people excited and it’s very focused, you have a lot of energy, kind of compressed in tow one day, twenty four hours, and it really gets people excited. And so i think, that’s one piece of it, right? I think it’s that urgency and to take that and then really empower people with a message and some fun sharing tools. So i think you hit the nail on the head there were thinking about how do you not just use social media as a promotion promotional tool, but to use it in creative ways with images, with videos with, you know, some kind of contests that could really encourage that excitement, right? Because that’s one thing that you definitely need forgiving day, you need something had to be fun, and you needed to be interesting, and you needed to be exciting because that’s, really what is going to get people to pay attention to you and be motivated to share that with their friends and their family? And so we think that that’s really one of the things that’s, that’s really important? So it’s, that sense of urgency, the idea that you’re having fun but it’s also this idea of specificity, how do you become very specific about what you’re going to be raising funds for in that day? And we find that the most successful e-giving dave gold gold, if you can’t really just be about general giving, it needs to have something else to it. It needs to have something specific, so maybe that’s a specific program that you’re working on, maybe that’s ah specific goal that you’re working tour, but it needs to be something, you know, maybe you’re trying to open a new soup kitchen and that’s the particular thing that you’re built, you’re raising funds for its not just about your your cause it’s about that one particular thing, because having that tangible thing again helps you be more creative and be very specific, and i think it gives people something to really grab onto and share and understand exactly where their money is going. Okay, interesting the specificity. So do you find that organizations that are just more general say on giving tuesday, you help us out today, it’s giving tuesday, they’re not being a successful is the other right? I think that there is if you’re not specific, you’re not going to be as successful. And i think that it’s not enough to say it’s giving tuesday, so give it’s the same thing as if you were saying now, it’s time for our annual campaign so you should give to us that’s not compelling for a donor, and so i think that, you know, if you can get very specific about the cause that you’re raising funds for maybe it’s a special, specific project, we see that that’s really makes a big difference because it also helps the non-profit get really clear about what their marketing materials are and what that message is, and it could help you stand out, especially on e-giving day we’re in so many people are actually putting out those fund-raising appeals having something unique can help you stand out above the rest. And so it’s really important for you to be specific about that ask because we know that that’s what donors are looking for, and that really does play into that idea of a e-giving day of really coming together to fund one particular thing that people care about. What should you be thinking about if you’re trying to decide whether e-giving day makes sense for your affinity group, not let’s let’s put aside participating in something national, like give local o r or giving tuesday if you try to think about it for your own, like university, for instance, you know, how would you what do you need to think through? Yeah, i think that what you really need to think about a couple different things. I think you need this the internal staff to be able to do it. It doesn’t have to be a large debt, but you do have to have someone dedicated to being the champion of that giving day for your organization. Because it’s really just like any other campaign, you need to have a plan you need to have. Ah, you know, one who’s going to man those marketing channels. So you need to have somebody dedicated to that. You need to really be able teo leverage social media. I mean, you could do e-giving day without social media, but i think it’s a lot more difficult. So you need to have we’re already started thinking about how do you build that up for your organization to use that as a lever? So you need to have some type of social media presence and you need tohave ah, fairly decent following, and that could mean different things for different organizations. A larger organization is going have probably many more followers. A smaller organization may not have as many, but the followers they do have maybe just his passionate so you need those people to amplify your message, and then you need a really easy way for people to activate, right? You’re sending out those messages through social media? How do you actually get those people to take action and make it very easy for them to do so in terms of donating all mine? Or if you’re called to action could be signing a petition? Most giving days are about giving funds and making a donation, but some organ it doesn’t have to be, but it doesn’t have to be at a lot of people use that as an opportunity to raise funds, but also to get people on their email lists he really expand their social network so some of those different asks that you could give to your supporters are yes, we would love for you to support the mission with a monetary gift, but you can also support the mission by sharing this this message with your followers and help us expand that network, and that could be really powerful, especially as we see millennials take hold that’s one way where they really i feel like they can make a big difference is being an advocate for that cause and that in some cases, especially for smaller organizations, can be a big win because they don’t necessarily have that built in base to communicate. Tio way assumed that most people know what e-giving tuesday is but give local america when i wanted to explain what that one is about because i don’t, i don’t think a cz widely known but it’s still very, very interesting. Yeah, it is, and i think it taps into this idea where so give local america is actually done through a lot of the local community foundations and it’s really all about giving local to your own local charity. So if you are living in austin and i think the us who actually, austin is having an event this week called amplify austin and it’s all about giving back teo to those charities and those organizations in the austin community. So it’s really focused on making sure that your charitable donations are staying within the community. I’m really getting people excited about what good is happening in their own backyard. So that’s really the premise of give local america’s toe leverage the networks and the non-profits through the local community foundations and created giving dae that way. So it is a national day devoted to giving, but it’s, the action is actually happening at the local level. We talk some about the technologies that you should be employing in your you’re now that you’ve decided to to embark on a given day, definitely so the great thing is that technology is really democratizing fund-raising and it allows that to happen at many different levels by really anyone, and so what we would would recommend is that you have a really strong online giving presents it should also allow your donors to make a donation online very quickly, but it’s also about mobile because we know that a great majority of people are now, reading messages on mobile email messages as well as the primary use of many social network it’s actually coming through mobile, and so that experience needs to be very mobile friendly so people could quickly take action, get that done and feel good about giving that gift rather than it being a long drawn out process. So that’s really critical. The other thing that you need to think about with your online giving platform is, is there an option for people to raise funds on your behalf? So is there an option for someone to come in and not just make a donation but actually amplify your fund-raising by becoming a fundraiser for you, so appear fund-raising functionality is also very important for that and then having some integrated social sharing tools. So we talked a lot about this idea of social media and leveraging networks has really allowed these giving days to take off so that’s one things that non-profits really need to think about is how are they going to then enable and empower those donors and those fundraisers to share their message with tools right on that page, right on their their facebook page on their web site just making sure that they’re making it as easy as possible to find those ways to share that message. And so i think those were really the things that are critically important. There are many other things that you could do. I mean, having a great email marketing tool, of course, is one and all these things are typically what you would find for any successful campaign, but particularly the mobile in the social and the pier fund-raising are extremely critical, forgiving days because you need to be able to activate as many people as possible within a very limited amount of time. I imagine there’s there’s lead time to this and, well, there’s, obviously lead time. That’s silly, but terms of getting some early adopters, maybe, you know, you got some key people lined up way in advance so e-giving day, what about some of the ground working s o u need t be planning ahead, so we would say if you’re if you’re thinking about giving tuesday and now it’s only march, but you need to be thinking about that now we would say that ideally, you would have about three to six months lead time. If you are thinking of of give local america, which is just in may, so that’s not too far away, you still have time to plan that. But those far ahead as you can get you, is going to be more. You’re gonna have more success oppcoll campaign and one of the things that you need to be thinking about when you’re planning that is being able to identify who are your most passionate supporters, whether those air people within your staff or your volunteer group, or maybe donorsearch one outside your organization, you need to be able to get those people on board are early, get their input, make sure they’re aware of what’s happening, and then equipped them with the right messages in the right tools to be able to really amplify that message for you. So that’s, really important to think about. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz if you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. What more are we looking for? We’re in these people that we’re going to recruit early on long before the early the early adopter. Yeah, i think what you need to think about our, you know, our what is their story? Why do they support you? And i think that’s a really compelling question to start asking those people because that story you can use yourself, tio really inspire other donors, but you need to understand what motivates them. Why do they give to the organization? Why do they care about your cause? I really understand that i think what you’re also looking for frankly, are people that have large networks, you know, and influence yeah, i think i think he want at least two to three people on your, you know, group of supporters that can reach out to the media, maybe they have connections, you know, your board members are actually great people to get involved in this process because they are typically people that do have influence in your community or have connections, and that could be a great way to use them t get involved, get excited about what you’re doing and really, you know, kind. Of make give them something to feel proud about when they’re reaching out to their friends, family and colleagues about why your cause is so important. So those are some groups that you could look to you. But i think volunteers, board members, people that are recurring givers, you know, we’re really talking a lot about recurring giving it that network for good, because we know that those people are the most loyal in the most passionate people. They’re committed to your organization, and often times they will want to do more for your organization. So that’s, another group that you can look teo, you have excellent way of explaining this very concisely. Thank you, really. Oh, it’s, zvilli, oppcoll. Let’s think about trying to make the case in our organization if we believe it’s, right? And we’ve got the tools in place and we have staff that can support it and wear confident we’ve got some people in our networks who will take it on right? But, uh, maybe the board is reluctant or the orjust my immediate boss is reluctant with ceo, how do we start to make they bring these people? Yeah, i think there’s a couple of things that you can do, i think you can point to the larger success of these giving days there’s a ton of examples out they’re both from the hyre ed space, but also from from non-profits in general, that are raising a lot of money this way, and so i think you can use that as a springboard for having this conversation at your organization. I think you have to be realistic. You have to think about what is the investment that you’re making in this giving day because you do need to two planning to have some marketing dollars to put behind it. What we would typically say is that you should plan to spend about ten percent of what you hope to raise. And so i think, it’s important to be really clear on what that goal is for your organization, but it could be a way for you to expand your audience and raise more funds. And so i think it’s ah, this investment that’s well spent. I think the other thing to think about is a network for good. We’ve seen that this type of fund-raising so far has been additive for organizations. A lot of people are concerned. Well, zishe is cannibalizing other giving it actually is very additive, and it could be another way to not only grow your day donations, but it could be a way to grow that donor base, which is a critically important for so many non-profits especially those small to midsize folks that are really looking to build their lists. And so i think, that’s another way, it’s a it’s an opportunity, really, for those people to meet several goals at once and i think that’s a great investment of dollars. How do you assuage the people who do say it’s just going to cannibalize our annual giving? We’re just going to shift shift time of year that they give? Yeah. I mean, what we’ve seen in the data is that that’s not actually the case. And so, you know, we we do a lot of analys snusz on on your in giving. And what we typically find is that we see about ten percent of our animal volume for the entire year. Come in at the last three days of the year and that’s been pretty constant. And so this year we really interested to see what? How did this really big giving tuesday, if influence that. And so we saw that on giving tuesday. I think we are. Volume was about one hundred and forty eight percent. An increase over twenty thirteen on giving tuesday. I was like, okay, that’s that’s nice. But what happened later? Right? Because that’s really where more people are giving what we actually saw is that this past year in twenty fourteen, those last three days accounted for twelve percent of our annual bowling, and that volume actually went up those days got larger. So it’s really interesting. Now i can’t necessarily attribute that cause, but it was just interesting for us to see that happen because there was, you know, we were thinking like, well, maybe that is shifting, i think what it is is starting to just accelerate the way that people are giving at the end of the year, but what we saw is that people are giving both in both cases, right? They may not big be giving large amounts on giving tuesday as they will on december thirty first, but what we do see is that the largest average donation comes in on december thirty first and the second largest comes in on giving tuesday. And so it is and and that’s a bigger gift than what happened at any other time of the year outside of december first. All right, can we still have a few minutes left together? What? What more do you want share that that i haven’t asked you about? Wow, that’s a great question. Well, i think that the thing that we would really encourage people to think about is just start thinking about it, i think it’s a great way for you to think about how to message organization in a new way if you haven’t tried it yet. It’s a great way to activate younger supporters if you’re kind of looking for a way to get new people in the door get younger donors involved it’s a good way to activate them, right? Because they really take to this because it incorporates a lot of the behaviours and the technology that there’s so comfortable with using. And so i think, that’s another thing to think about if you’re looking to tap into a new demographic, i think that giving days are way to do that, and there are so many great examples out there that you can kind of look, teo, to see how people are doing this and it’s really, you know about being creative and about, you know, thinking about maybe a new way to spend your cause to people that haven’t heard about it before. Are there other national ones besides e-giving tuesday give local america others that we could participating before we start thinking about creating our own? Yeah, i mean, i think that the big too, you mentioned i think i believe there are there are other giving days don’t haven’t for some reason, i’m drawn, drawing a blank on that, but i think you know, the interesting thing is that we would really recommend that you participate in one that has maybe a bigger following. First, because a lot of those organizations, especially the folks, that giving tuesday, have a set of resource, is for you to take advantage of. And that could be really powerful for folks that are just getting started. And not quite sure now. Or forget also provides a toolkit for folks that outlines exactly what you need to do and when. And so, i think, it’s really important if you’re just starting out to try to go in on e-giving day, that’s already in existence, like one of these national days, or even a regional event before you think about maybe creating your own event, because i think you’ll learn a lot by doing that. Yeah, they’re sharing tools, a critical on dh there already set up. Exactly, you know. Want to reinvent the wheel your first time out. You wanna leave us with one one tip that you haven’t mentioned yet he’s going to think of something that just in the last minute, but yeah, definitely i wouldn’t say that on giving days, you know, just like any other day of the year, any other campaign it’s all about being very compelling and drawing in that emotion from the donor, so don’t leave that behind like we said, it’s, not just about the giving day it’s, about what you’re empowering that donor to make possible. So you really need to be able to think about tapping into emotion when you’re thinking about that fundraiser and thinking about that appeal letter or that social media post that you’re doing really leverage the powerful work that you’re doing and, you know, send that message out and draw all those emotions because that’s, what really is going to get people in the door? Thank you very much. Thank you so much, tony. My pleasure. Karen stein, vice president for communications and content at network for good, and you’re with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen thanks so much for being with us, i’m going to be an ntc twenty sixteen march twenty third, twenty fourth and twenty fifth in san jose, california. I hope you can go check it out. Info was at in ten dot or ge next week. Communicate with your communicators with kivi, larue miller and your event pipeline. If you missed any part of today’s show, i urge you find it on tony martignetti dot com. Where in the world else would you go? I’m still not sure about that. We got some last minute live listener love jin on china ni hao, new york, new york hey what’s up buenos aires, argentina bueno star days responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation crowdster dot com our creative producer is clad meyerhoff sam liebowitz is the line producer gavin dollars are am and fm outreach director, and the show’s social media is by dina russell. This music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. 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