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Nonprofit Radio for June 26, 2023: Data Driven Storytelling

 

Julia CampbellData Driven Storytelling

Julia Campbell returns to share her thinking on retaining and engaging donors by creating and curating your best stories. She’s an author, trainer and speaker. This continues our coverage of the 2023 Nonprofit Technology Conference, hosted by NTEN.

Also this week, we welcome Nonprofit Radio’s first announcer, Kate Martignetti!

 

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[00:00:34.88] spk_0:
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. Our announcer, Kate martignetti is gonna stick around last week. I invited her on for fun and I love the way she sounds. So I hired her, Kate. Welcome.

[00:00:36.29] spk_1:
Hello.

[00:00:41.36] spk_0:
Glad to have you. Congratulations on your May graduation from American Musical and Dramatic Academy. How did you, how did you find that program?

[00:01:14.59] spk_1:
I went to a high school at a technical school for theater and then I just kinda wanted to continue theater as like a professional career. And one of the places that I found during one of those um college fairs where you can let go and speak to other colleges in the area in other states found Amanda. Um and they were like, hey, come work with us, we’re professionals. Everyone has the same passion as you. You will be worked very hard, which is something I really wanted because theater and just being on stage is what I want to do for the rest of my life and

[00:01:28.69] spk_0:
where you worked very hard. How did you like, did they work too hard?

[00:01:32.49] spk_1:
Yes, they did. They worked me very hard. But I, you know, out in the Real World you’re gonna be auditioning every single day, maybe multiple auditions a day. So I am to throwing us new material every day was honestly really, it helped to prepare us for the Real World.

[00:02:02.01] spk_0:
I’m glad you had a great experience at an NDA. And I’m really glad that you are non profit radios announcer. So welcome again, I’d be hit with pseudo AG graphia if I had to write the words you missed this week’s show,

[00:02:48.75] spk_1:
data driven storytelling. Julia Campbell returns to share her thinking on retaining and engaging donors by creating and curating your best stories. She’s an author, trainer and speaker. This continues our coverage to the 2023 non profit technology conference hosted by N 10 on Tony’s Take to the gift butter video. We’re sponsored by Donor Box with an intuitive fundraising software from Donor box. Your donors give four times faster helping you help others donor box dot org. Here is data driven storytelling.

[00:03:23.73] spk_0:
Welcome back to tony-martignetti, non profit radio coverage of 23 NTC, the 2023 nonprofit technology conference where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. You can tell that this is much quieter than all the other 23 NTC recordings you’ve heard. That’s because Julia Campbell and I were not able to connect on the floor at the conference, but we’re doing it in follow up.

[00:03:26.56] spk_2:
I got the time zones wrong. It’s my fault. All

[00:03:34.39] spk_0:
right, Julia, I wouldn’t say it, but yes, Julia messed up the time zones. She was ready two hours after she was supposed to come. I

[00:03:38.69] spk_2:
was like, where am I going? What am I doing? And your poor, lovely, you know, associate said, oh, no, that was a while ago. So thanks for bearing with me.

[00:04:00.14] spk_0:
Yes, of course. Yes, it’s, it’s Julia Campbell very well, very well worth waiting for. And Julia is an author trainer, speaker and even years ago was the social media manager for tony-martignetti non profit radio which helped launch her author speaker training

[00:04:12.55] spk_2:
career. I really, really, really did. That’s so interesting. It was so long ago because it doesn’t seem like that long ago.

[00:04:35.35] spk_0:
It was good. 878, 10 years maybe. I’m not sure quite 10, but it’s around there. Yeah, we had, we had fun together. Yeah, we did. Yeah, you always knew what you were doing. You just get me, get me, get me straight. Google. What? Google Mail. What am I like?

[00:04:38.03] spk_2:
Yes, you have some, you have some great ideas. But yeah, the technical application, but that’s the perfect example of being in the weeds. And I think you are a great example of knowing your strengths and hiring out and you still do that. It’s inspiring for, you know, entrepreneurs and freelancers like me,

[00:04:57.66] spk_0:
I’ve had a social media manager for many uh 15 years, probably 14, roughly 14, 15 years, I’ve had somebody helping me.

[00:05:08.51] spk_2:
So nonprofits take note. You don’t have to do it all yourself.

[00:05:59.26] spk_0:
Oh, please don’t. Yeah, you don’t, you, you know, based on your scale, you know, you might be able to but if you want to really scale, you know, you need help in a lot of different areas might be grants, it might be social media. Yeah. Don’t, don’t fear the outside folks who can help, you know, they specialize, alright, like Julie, like the Julia Campbell’s, but she’s moved on from being social media manager. Now. She’s author trainer, speaker, August personage generally. So your topic at NTC at NTC? Yes, was retain and engage your donors with data driven storytelling. I feel like we should start with what is data driven storytelling. So let’s start there.

[00:08:40.91] spk_2:
Yes. So I think that the term storytelling has taken on this interesting almost jargon e quality where people just sort of throw it around and they say, oh, we have to tell stories or collect stories or share stories. And I’m definitely guilty of a lot of that because a lot of my content and materials and training is around effective storytelling, but a lot of nonprofits don’t work in human services. So there are quite a few of us that maybe don’t have those stories that are incredibly apparent like the puppies and the kittens and the kids and the, you know, the Food Bank. Um So how can we use the data, but also create a narrative around it. So, with storytelling that is data driven, it’s really appealing to people that have that logical mindset. So the way that I taught it and just to go very briefly, the way that I tried to frame it in the session. Okay. Well, the way that I framed it in the session and I did have two other speakers with me that were absolutely fabulous. Um And I want to talk about how they covered it as well, but I talked about Aristotle’s rules of persuasion. So the only way you can persuade someone to take an action is to have three elements. One is logos, which is logic, the logical nature. The second is ethos, which is, which means you need to be credible, which is tony, why you read my bio and talk about my accolades before the podcast even get started because people are automatically saying, why should I listen to her? You know, why should I even pay attention to her? And then there’s pathos which is the emotional connection that you need to have in order to take an action. So data figures into the logos piece of it, which is convincing me that what you’re working on is something that’s urgent and relevant and timely, but also something that’s really a problem like is food and security a problem that sounds silly. When I say it out loud and I’m sure for everyone listening, it sounds silly. But if I ask someone on the street, they might say no, I don’t think so. I don’t know anyone that goes to a food bank. I don’t know anyone that’s food insecure because what we don’t understand, we’re so caught up in the curse of knowledge and what we know that we don’t understand. We still do need to convince people that the problems we’re working on our problems. You know, we can’t just keep sending out fundraising appeals that say everything is great and hunky dory and wonderful because people will read it and say, oh great and just throw it in the trash. We need to incorporate data and statistics into our storytelling to show people that this issue, this cause is relevant and timely and also is really worth our attention,

[00:08:55.08] spk_0:
but still make the story humane,

[00:10:31.06] spk_2:
but still make the story humane. So storytelling is the way that you’re going to create that empathy that is required. So if the only thing you do is share statistics, you know, and actually I should have pulled up my slides and gotten some statistics because I’m going to just make them up right now. If you say, you know, 100 billion, not 100 billion, 100 million people are refugees right now in Ukraine, right? That’s just a statistic people’s eyes kind of glazed over if you don’t start talking about the story. Like what is the story? Maybe? Tell a story of a family that was displaced, tell a story of a family that came to the United States and what they experienced. So if you read anything that’s good journalism and tony, you know, I studied journalism. Journalism. Journalism is really my passion. That’s why I started my podcast. That’s why I love to write. I love to get the story, but not just the story. I really want to drill down into. Why is this something we need to pay attention to right now? And why is this relevant? And how does this sort of relate to what’s going on in the rest of the world? Because what happens is when non profits do their storytelling, a lot of the time they focus just on their locality or they focus just on maybe even their region if we’re lucky, but we need to tie our stories into the bigger picture of, you know, racial inequality and racial injustice or maybe, you know, the bigger problem of substance use and abuse, the bigger problems of income inequality and how that affects people experiencing homelessness. I think we need to do a better job tying our little piece of the pie into the bigger picture to create that context for our audience. So we shouldn’t rely on data, but we should definitely be incorporating it more, I think with our stories.

[00:11:04.62] spk_0:
Alright. This is, it’s, it’s sounding very valuable but a little esoteric. So like how can we or what are there things that we need to think about or I mean, this is not, it’s not a 1234 steps, you know, when you’re done, but how do we approach this so that we can get to what we aspire to human stories that also incorporate data so that people see the bigger context

[00:11:33.00] spk_2:
thinking about. So we need to be really creating a system where we’re constantly looking out for not only really effective stories but also data that supports our point that this is a problem. So while I love Humans of New York, I love Humans of New York. Don’t get me wrong. I think it’s,

[00:11:49.71] spk_0:
I don’t know if there were more than two volumes, but I have two of those on my

[00:12:16.50] spk_2:
book. It is anyone that wants to be a storyteller, especially a storyteller on social media needs to follow Humans of New York on Facebook and Instagram get the books. They’re fantastic, they’re wonderful stories. They make me feel something but Humans of New York, they don’t ask you to do anything. I think they might now be fundraising and there might be a call to action at the end. But in the beginning, it was just sharing these stories to make you, you know, to help you feel like you’re part of the human experience

[00:12:22.88] spk_0:
is and compelling photographs of folks

[00:12:26.27] spk_2:
exactly compelling

[00:12:27.27] spk_0:
visuals and not by a professional photographer. I don’t think he was a professional

[00:12:31.36] spk_2:
photographer. No, I think he’s just using an iphone.

[00:12:34.07] spk_0:
Yeah.

[00:14:54.64] spk_2:
Talk about just something that exploded because as you can see, you know, we’re craving that human connection. So we’re craving like seeing ourselves and other people or you know, we want to be empathetic, we want to be compassionate. But when you want someone to do something, you can’t just share a fantastic story and then say give at the end, it really needs to be what is the impact going to be when you give, for example, what’s going to happen with that donation? A lot of people say give so that 10 people can, you know, have access to the food bank or give so 40 kids can get the backpack, something like that. Yeah. So I consider that a piece of data. So data doesn’t have to be a statistic on the problem. It really just has to be something that is going to appeal to the logical side of my brain. So you’ve got me emotionally, you grabbed my attention, you piqued my curiosity, you pulled at my heartstrings, maybe or you inspired me, maybe you made me angry. That’s a valid emotion to elicit with storytelling. And what are you going to do with that energy? And that’s where a lot of organizations I think get lost. They focus on telling this great story, pulling the heartstrings, but then what happens after or they tell these great stories and they keep telling them, but I’m a donor and I now want to know what is the effect, what is the impact? Like? Tell me great stories. Fine. But if I’m an active donor to organ is a, I’m a monthly donor, I really now want to know how many people have been served this year. How much is this affected? What’s going on? Is it pushing the needle on this problem? Is there legislation being passed? Like what is the sort of what is the impact? And I think that’s lacking and a lot of donor communications because we focus so much on donor acquisition and we don’t focus on donor retention. And when I designed this training, it was really retaining and engaging donors. It was not about donor acquisition. There’s enough data on that. I talk enough about that. But how do we really get them invested by using the statistics and communicating the impact? I think we just continually tell them these great heartstring pulling stories. But at the end of the day, we really want to know a little bit about what was done with the funds that we provided.

[00:15:59.12] spk_1:
It’s time for a break donor box. It’s the fundraising engine of choice for 50,000 organizations from 96 countries. It’s powerful enough to double donations and simple enough to be used by everyone. Black girls code increased donations by 400% upward. Scholars increase donations by 270% Maya’s hope saw a 100% increase in donors. The donor box donation forum is four times faster. Checkout, no set up fees, no monthly fees, no contract and 50,000 or go all over the world. Donor box helping you help others. Donor box dot org. Now back to data driven storytelling.

[00:16:59.72] spk_0:
The whole point of this is retention and engagement. Alright. So data for, for context data for so for understanding the scope of the problem, you know, sort of human storytelling to pull us in and, and ground it because you’re right, we can’t, we can’t understand something on a scale of 100 million people. It’s not that many in Ukraine, but whatever it is, we can’t understand even a million, even even 10,000 people is hard to understand, let alone millions, right. So, all right. So you know grounding in in one or two concrete stories, um data for impact. So you know what, what, what are we doing? Yeah, the problem is enormous. What’s our part of it? How can you be allied with us, help us alleviate the hunger problem or the domestic violence problem or in our community? Okay. Okay.

[00:17:07.59] spk_2:
These are huge problems and it takes the story to contextualize it, but the data to put it in perspective,

[00:17:25.56] spk_0:
write the story. Yes, the story contextualized data for perspective and, and context. Exactly. Alright. Alright. Um Right. Without too much reliance on data but but the numbers are important to, you know, get a sense of the scope of the problem. Like you said, I’m just, I’m just reiterating the smart points you, you, you already made. Um

[00:19:26.76] spk_2:
And I think another thing that nonprofits trouble with and you probably see this too in your work with like planned giving. Don’t donors, I don’t want to say not all donors are created equal because I hate that saying, but I don’t know how else to say it. Like donors don’t all want the same information. You know, donors don’t necessarily all want the same information depending on where they are in the donor journey. And they might, you know, they definitely need to hear the stories, the success stories, the testimonials, they need to hear the good things that are being done, but they also really need to understand that these problems are not going away. Like you give a $10,000 gift, you’re amazing and wonderful and that’s incredible. And thank you. And here are ways that you can get even more involved or becoming a go to resource on the issue. That’s always what I like to think. People start out the conversation trying to be the go to resource, but they should be, you know, kind of wining and dining the donor. Once they get the money, then they become the go to trusted go to resource on this issue. And they almost become like an advisor telling people you really care about arts in our community. This is what’s going on. You know, this is what the data showing arts is a fantastic way to improve academic excellence or are, you know, we have shown that the kids in our program are getting into college at higher rates, whatever it might be, we throw all that data at people that don’t even know us and don’t even care necessarily care about us. And we don’t end up giving this information to the donor who has raised their hand and put their credit card down and said I care about this issue. Um I think we just focus so much on donor acquisition and throwing so much information at brand new prospects, but not enough using this data to cultivate and retain existing donors

[00:19:56.58] spk_0:
and motivate. Um you know, you want folks to feel good about whether it’s $10,000 or $1000.50 dollars, you want them to feel good about what they’ve done. So they’re encouraged to, to do the same or more and not leave and not be among the, was it 75% of first year donors leave us?

[00:20:05.48] spk_2:
I think the fundraising effectiveness project data that just came out something like 80% of first time donors leave and then overall donor retention is around 46%.

[00:20:32.87] spk_0:
Yeah, not even half right, not even keeping half half our donors. Yeah. Alright. Alright. So smart to focus on retention engagement. Um What else? What else what else did you talk about? Because you had the other, you have the uh co presenters. So I don’t want to specifically ask you things that were in the like the learning objectives. And then you say, well, that was somebody else’s support

[00:23:41.34] spk_2:
so well, we really worked collaboratively together. So, um my two co presenters, one was Patrick Byrne, who’s the CEO of the Challenge Foundation, which is an organization based in Denver. And then Candice Cody, who’s been a longtime friend of mine, but she does marketing and data analysis for community boost, which is a consulting firm. So I asked Patrick to join us because he has that for, you know, um in the trenches perspective, he had just actually changed jobs, but he’s been working in um education and after school and youth development for decades in Denver is actually pretty well known. So, and he’s the CEO, he goes out and does a lot of these donor meetings, which we’re all very familiar with. So he’s one of those CEO that loves to go meet with donors, loves to talk, loves to present, loves to be like on the forefront of the issue. And he says that he Jen, he generally like will with a major donor lead with the data almost. It’s not like they’re parading around, you know, he doesn’t usually have one of the youth um come with him to these meetings, first of all, because of confidentiality and ethic, ethical reasons. Certainly they have events where the donors get to see the program in action. But he says often what he finds with the big big donors in the foundation certainly is that they want to see that data. So they understand that the problem is, you know, it’s really large and they know the success stories because the Challenge Foundation has done a great job in terms of marketing and pr and they’re always in the news, but they want to see kind of the hard facts. Like are we really pushing the needle on this? Like, are we really getting good results? Are we getting the bang for our buck if you will? Um What are the outcomes? You know, what are, what’s the actual impact based on our goals and objectives of what we’re trying to achieve? So he was talking a lot about his experience, talking to donors, his experience collecting those human interest stories as personal stories, how they do it at his organization. They have a whole system, they train their employees in storytelling, all of them so that they can notice a good story or a mission moment or a little quote or a testimonial when it comes up so that they always have like a database of stories to pull from. So when I tell clients that they, that really freaked out because they don’t want they, they think that it’s going to be everybody out in the wild West posting all over Instagram without any guidelines, but that’s not what it is. It’s really just people collecting the stories and sending it back to one person who’s kind of the gatekeeper and figures out the permissions and things like

[00:23:43.42] spk_0:
that. That’s valuable. You’re curating stories throughout the organization. Yes.

[00:24:40.43] spk_2:
And really, that’s the only way that storytelling is gonna work if you have it infused into the culture, if you just have your development director and I’ve been that development director that is the only person responsible for stories. What’s going to happen as I used to do every Friday, I would send out an email and say, hey, everybody, I’m gonna send out the newsletter this week or I’m sending out donor. Thank you. I really need a great story. And then of course it’s crickets. So if it’s not infused into the culture and if it doesn’t come from the top down, the importance of collecting these kinds of things, it’s just not going to happen. I mean, people are so busy, think about all of the things like anyone listening, think about all the things on your plate right now. But if it’s part of your job description, you know, part of your expectation. And if it’s just something that’s part of the culture of the organization, it makes it a lot easier. Yeah. And it

[00:24:41.46] spk_0:
makes it easier for the for the person who does have to curate the content because there’s this library of, of valuable stories that you can go back and ask more detail about. But, you know, like, well, you know, this, we have this great success or this, this woman gave said something about our work and here’s, you know, here’s what she said.

[00:25:09.61] spk_2:
Exactly. And you, you can’t always be on the front lines. In fact, you’re probably not always on the front lines, the marketing person, the fundraising person, and you’re not gonna

[00:25:10.53] spk_0:
remember it, You know, six weeks later when the, when the newsletter person emails you, you know, because it happened six weeks ago, you’re not gonna remember that story, but in real time. All right, that’s valuable in real time. If people just have somebody to email, look, there’s great, great quote from this woman. You know, I can tell you more if, if you decide

[00:27:41.51] spk_2:
exactly, I can tell you more or I had lunch with this donor and I think she’d be really perfect for our gala. Just make a mental note. You know what I mean? And it’s things you can follow up on later. And what I always say is that these stories are evergreen. People think that email and social media, everything has to be something that you came up with that second. It really doesn’t like if it’s a story from five years ago, it’s still powerful and no one knows it was from five years ago and it’s still like it still has that impact. I just think we overthink the content creation and the storytelling, the story gathering process because we think it has to be something that happened this week. It really does not. Like sometimes people work on stories for months, you know, they work on them for weeks. Like thinking about making a video, you can work on that for a really long time. It doesn’t have to be this like, oh, this person told me this story today and I have to post it today. That’s the way I think we think about things, think about websites that have stories on them that are really God only knows how long the stories have been on there. But that doesn’t diminish their impact. It doesn’t diminish the person’s transformation or the life that was changed or the impact that was made. It just, it just um you know, if you have that, that powerful like evergreen story that never goes stale, you can build on it and why not revisit stories? That’s another whole topic. Charity Water does that they constantly are revisiting people that they told stories about and sharing new information about these people. And I just wonder why we have to constantly be on this hamster wheel of storytelling and we don’t dive a little bit deeper or maybe, you know, revisit someone that was in our program that we talked to, maybe talk to them five years later or even just a few months later. So the constant content creation, hamster wheel and the view of storytelling is it has to be this perfectly crafted Lord of the Rings trilogy kind of thing where there’s, you know, the hero’s journey drives me crazy journey.

[00:27:47.80] spk_0:
Yeah, the

[00:28:21.34] spk_2:
hero’s journey. It’s the, it’s the one we all know. It’s like the Luke Skywalker, the Harry Potter Frodo. I mean, it’s the, the Hunger Games, you know, Katniss, it’s the reluctant hero and then the guide and then we all know that story. But when we are talking about storytelling, especially on digital channels, it really can just be a great picture and a quote like Humans of New York does it or it can be a mission moment or it can be a piece of data and then illustrating that data with a quote with a testimonial. So I think we tend to think everything has to be perfect and very produced. But on the other hand, that’s stopping us from doing the work, I think it’s a little bit of an excuse. Honestly,

[00:28:36.25] spk_1:
it’s time for Tony’s take two.

[00:29:13.33] spk_0:
You can watch the video of last week’s webinar that I did with Give Butter. It’s debunk the top five myths of Planned Giving. I was with Floyd Jones from Give Butter. And when I say with, I mean, we were sitting next to each other, it was terrific. What I’ve never done a webinar like that and I hope I can do more where we’re sitting side by side. So we joined each other’s screens and we just, we had a good time at, at the, we were in Brooklyn. So if you want to watch the video of debunked, the top five myths of Planned Giving the video is on the Butter blog at give butter dot com.

[00:29:23.98] spk_1:
That is Tony’s take to, we’ve got just about a butt load. More time for data driven storytelling with Julia Campbell.

[00:29:53.07] spk_0:
That’s all very valuable. Go back, you know, like if you’re listening, I would go back 10 minutes and replay what, what Julia just said because there’s 44 valuable points in there that will help your storytelling, help your content curation really valuable. Um And what did you just say that something is hurting us? What was the last thing like last sentence you said?

[00:30:00.97] spk_2:
I think it’s a little bit of an X. It’s

[00:30:03.11] spk_0:
an excuse. Yes, it’s an excuse. So not happening because we don’t have anything that’s 24 hours recent.

[00:31:12.51] spk_2:
So or we don’t, we don’t have the budget to make produced video. I could tell you every excuse in the book, every storytelling excuse I have been told and there are ways around it and this is not my quote and I just wrote it down for a talk that I’m doing and I can’t, I want to give credit to somebody for it, but it doesn’t take resources to be resourceful and you have to consider, you know, your budget, your band with your capacity and also, of course, there’s ethical considerations around storytelling, but none of this is insurmountable. I’ve worked with organizations. I work with an organization that focuses on their think tank and they focus on chronic absenteeism in the United States. They never tell stories about students because they don’t want to focus on a student who’s chronically absent. I think that would be highly unethical to do that. And also it’s, you know, there’s such a stigma around it that it’s hard to find personal stories for them, but they still managed to talk to teachers or principals or even other um like legislators about their work. I mean, there’s ways to do it without getting that. You know, Julia was hungry and she came to the shelter and we helped her.

[00:31:27.96] spk_0:
But can’t they tell a story of a student just anonymized?

[00:31:37.21] spk_2:
They could they tell they interview a lot of teachers who tell stories, the third party stories, okay. But because they don’t provide direct services so they provide training and assistance and legislative advocacy. I mean, their think tank,

[00:31:54.70] spk_0:
right? But let’s, let’s take, let’s take a hypothetical then playing off that. I mean, if you, if you do do direct service work, the stories can be anonymized, right? Not to use the neighborhood that they live in, you can pick another neighborhood. You don’t have to use their age, you can pick something different than their age. You don’t have to use their name, you can pick a fake name. No, the, but the story can still be told that that sounds like a, that sounds like one of your excuses. We don’t want to, I don’t want to compromise. We have ethical and maybe even legal

[00:33:49.15] spk_2:
requirements. Okay. So anonymized of confidentiality clients I’ve worked with one is called Plumber Youth Promise their foster care agency and Salem Mass, they only work with underage kids because once they turn 18, they age out of the foster care system. So they sent an email out the other day that I saved because I wanted to use it as an example um with my clients and it said that 40% now this is like such a horrifying statistic. 40% of kids that age out of foster care, like our homeless instantly just homeless because they don’t, they’re not staying in their foster care family. Maybe they can stay in their foster care families house. Um They certainly can’t stay in the facility because of laws, state law. Oh my God, it’s so horrible. So that is such an example of that statistic grabbed me and then they told a story of girl that they assisted um while she was transitioning out and they talked about their whole transitioning program and what they do when kids turn 17 and how they work with them for a year to figure out this transition. So they don’t turn homeless. It was really amazing and like it was just super I opening for me because I guess we all, I don’t know, I just never thought of it that way, but it was using data in this way to kind of open my eyes. But then sharing a story of how okay this this piece of data is horrible, but here’s what we’re doing, you know, in our little corner of the world to combat it. And it was, it was all anonymized. Like you said, there was a picture of like a tree in the email and it was, the story was, you know, obviously names changed and everything. So there’s definitely a way, there’s ways to do it.

[00:34:28.71] spk_0:
All right. Thank you. Encouragement, encouragement. They always, this is, this goes to something I’ve, I’ve said on the show a few times and I say in my trainings too often, you know, I like to think about how we can instead of why we can’t, if you’re looking for the, why we can’t. You come up with 1000 reasons were under resourced. We’re, we’re understaffed. It’s a holiday

[00:34:29.83] spk_2:
week. It’s a recession. It’s this, it’s that it’s a political campaign

[00:34:34.80] spk_0:
has time, right? It’s the summer. It’s the fall, it’s the winter. It’s the spring, nothing can get done in those four seasons. No, we need a new season. You know, exactly why you can’t. But the, how you can focus on the, how you can see why you can’t, how could we get it done. Let’s assume we’re gonna do it. How can we do it? How can we do it?

[00:35:36.64] spk_2:
I love that. I think it’s all about framing and a lot of it is mindset like you and I both teach tools and tactics. But if you have a person, what you just said is so interesting is if you have a person that comes to you for training and help, but they are just thinking about, they want you to just legitimize why they can’t do something. I immediately say, I just don’t think this is gonna work until we can get into that. What can we do space? Because especially with storytelling, people do, they have a lot of challenges that are very valid and then they have some challenges that maybe they could work on that. They put up these walls that they think. Well, we can’t share this, we can’t collect this data, we can collect this story. So coming at it from that we can, I think I’m guilty of doing that in my own life. I think you’ve just inspired me to change my own thinking. Sometimes I’ve got to come at it as a I can like, what can I do? I can’t do that. Okay. What can I do?

[00:36:11.90] spk_0:
Exactly. Exactly. Alright. Any more encouragement on data, the intersection of data and humanity, let’s say

[00:37:43.52] spk_2:
data and humanity. Well, I believe that we do so much data collection and we have absolutely no idea of what we’re doing with it? So with any kind of data collection that you do, whether it’s internal or external or social media or its program related, always have a focal point. How is this going to be used? How are we going to improve what we’re doing? How you know, what could this inspire? What could this elicit, what minds could be changed? What behaviors could be changed? Always have that sort of bigger picture view of the data you’re collecting. Because if you know, we can all collect data all day, every day, but if we’re not using it in an effective way, if we’re not contextualizing it for people or if it’s just a piece of data that we’re not doing anything with, it’s really not going to be worth anything. And I also really encourage people have empathy for your audience. So this is something that J Kenzo says he’s one of my favorite authors and podcasters, J A Kenzo and he says have empathy for your audience, make everything very explicit, very clear, very short, don’t wrap a ton of stuff in 90,000 statistics and flow charts and things like that. Unless it’s a funder, you know, you’ve gotta know your audience. But if you’re thinking of an email or social media post, just have empathy for people, they’re scrolling, they’re busy, they have 90 1000 other emails, their boss is yelling at them, their kids are probably homesick, you know, whatever it is. Just make sure that you are providing the most relevant information, something that’s going to help them inspire them, something that’s going to encourage them to take the action that they want to take,

[00:38:02.73] spk_0:
have empathy for folks. Channel, channel your folks. I try to channel our listeners when I’m talking to smart folks like you. All right.

[00:38:11.95] spk_2:
Yes, I love that. Be your audience. Think about your audience first,

[00:38:16.04] spk_0:
Julia Campbell August personage

[00:38:20.42] spk_2:
personage. Uh going to put that in my email signature.

[00:38:33.66] spk_0:
Uh But more more uh perfunctorily, she’s author, trainer and speaker and was a speaker at 23 NTC. Thanks to

[00:38:37.57] spk_2:
excellent

[00:38:39.63] spk_0:
my pleasure and thank you for being with the ever continuing coverage of 23 NTC. Even four weeks later, still still capturing the smart speakers. And we were sponsored at 23 NTC by Heller consulting, technology strategy and implementation for nonprofits. Thanks for being with us

[00:39:42.29] spk_1:
next week, 10 fundraising boosts on a budget and personalized fundraising at a scale. If you missed any part of this week’s show, we beseech you find it at tony martignetti dot com were sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Our creative producer is Claire Meyerhoff. I am your announcer Kate martignetti. The shows social media is by Susan Chavez, Mark Silverman is our web guy and this music is by Scott Stein.

[00:39:48.78] spk_0:
Thank you for that affirmation. Scotty B with me next week for nonprofit radio, big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for May 15, 2023: Engagement And Stewardship For Increased Giving & Data Maturity

 

Brenna Holmes & Alyssa AckermanEngagement And Stewardship For Increased Giving

As our #23NTC coverage continues, Brenna Holmes and Alyssa Ackerman deliver systems and ideas that treat your donors right. They help you understand the value of multichannel touches that move the needle on donor retention and value. They’re from Mission Wired.

 

 

 

 

Joanne JanData Maturity

Also from #23NTC, how data strategy and practices impact your ability to meet your mission. Plus a free resource to gauge your data maturity. Joanne Jan is from data.org.

 

 

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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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[00:01:43.26] spk_0:
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 be forced to endure the pain of dextrose inclination if I saw that you missed this week’s show engagement and stewardship for increased giving. As our 23 NTC coverage continues, Brenna Homes and Alyssa Ackerman deliver systems and ideas that treat your donors right? They help you understand the value of multi channel touches that move the needle on donor retention and value. They’re both from mission wired and data maturity. Also from 23 NTC. How data strategy and practices impact your ability to meet your mission? Plus a free resource to gauge your data maturity. Joanne Jan is from data dot org. Antonis take to it is what it is is what I made it. No, no, we’re done with that. We’re sponsored by Donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Here is engagement and stewardship for increased giving.

[00:01:49.59] spk_1:
Welcome back to tony-martignetti non profit radio coverage. Of 23 N T C 2023 nonprofit technology conference

[00:01:57.42] spk_0:
where we are sponsored by Heller

[00:02:12.89] spk_1:
consulting, technology strategy and implementation for nonprofits. It’s my pleasure to welcome back Brenna Homes and to welcome Alyssa Ackerman to nonprofit radio. Brenna is principal and senior vice president of Mission Wired and Alyssa is senior account director also at Mission Wired Brenna. Welcome back.

[00:02:25.08] spk_2:
Welcome.

[00:02:48.80] spk_1:
Thank you very much. Your topic this year, engagement and stewardship tactics that drive increased giving, writing the fundraising track. I’m sure part of fundraising track. Correct, Brennan, why don’t you kick us off? Just kind of give us a 30,000 ft view of wide. You believe that we need this session 23

[00:03:21.36] spk_2:
N D C. Um I mean, fundraising is harder and harder nowadays, right? It’s a very competitive market. There’s a lot of organizations out there vying for donor dollars. Um And while new generations of donors are coming up, the way they respond and the way they give is different from previous generations and then no matter who you are, nobody wants to be treated like an A T M. So building an engagement and stewardship opportunities is we found the best way to you get a donor from a one time giver to a lifetime brand, evangelist,

[00:03:28.30] spk_1:
evangelism, the evangelist for

[00:03:34.22] spk_2:
keeping them engaged, right? All the way through

[00:03:39.95] spk_1:
time. Have you done your session

[00:03:42.88] spk_2:
yesterday

[00:03:50.55] spk_1:
about how that went and what questions arose from that? Let’s see, I mean, I have your three learning objectives that were stated in the official document for your, for your session. Where would you like to start the topic? Where, where did you begin

[00:04:16.63] spk_3:
the session? Yeah, I think that it’s important to give an overview of why engagement is important as well as how it fits into the overall fundraising strategy. So yeah, I think a lot of organizations often time struggle with the balance and for us to be able to share the value of engagement.

[00:04:27.31] spk_1:
I want you to talk about it like you

[00:04:42.72] spk_3:
talked about it. So there is a strong value behind engagement and stewardship tactics. So you’re really building that relationship with your donor and potential donor. And by doing that, you’re building a case for support and they’re able to make their own decisions to give and quicker. So when you’re asking them to make that gift after an engagement, there’s little decision to be made because you’ve already helped prime and pave that path for them to make the easy choice to give, talking

[00:04:59.68] spk_1:
about giving, not just first time but

[00:05:08.81] spk_3:
any time. And we want to always try to lessen the time between the 1st and 2nd gift, get people to be giving at different levels. Um And so it’s not just about that first time donor and moving them down the marketing funnel, but also retaining those donors and moving them in their donor journey. Okay.

[00:05:24.86] spk_1:
So why don’t we stick with you kick us off with the first, we’re going to do engagement before we’re going to get the stewardship of the first engagement strategy.

[00:06:02.78] spk_3:
Yeah. So um engagement is really important in the beginning of a donor, potential donors journey. So thinking about um different ways to welcome an onboard. So someone who might have signed up for email, let’s get them into a automated welcome series. That’s explaining what the organization does, how they can make an impact, stay connected. And then when they get out of that series, get that first Baskin. So they’ve already taken the action of becoming a subscriber, but let’s get them to take that next step quickly, but also set expectations of how we’re going to be communicating, why we’re communicating. So really that onboarding is important to set the stage for how they are going to be included in the organization.

[00:06:23.07] spk_1:
How long does this welcome series last?

[00:06:57.78] spk_3:
So typically, um welcome series last could last 10 to 3 weeks having multiple touch points. It’s important, it’s important that when they are in a welcome series though, that you’re being mindful of other communication that’s going out. And so oftentimes, my recommendation is to suppress from other correspondents going out. So it’s very clear, concise and they’re on this track, they’ve been primed, they understand the organization and the communication stream and then get them into your normal cadence of communication. Um And it’s really about your organization. So you should test there’s not one prescribed timeline for a welcome series. And so based on your content and your audience, it might be shorter or longer, but it’s really important to test that

[00:07:45.73] spk_1:
out. You suggested that a part of that is informing them how you’re going to be communicating. Is that, is that really asking how do you want to be communicated or, or saying you’ll hear from us every three days for the next three weeks? I understand it would be, I understand this is not a template that everybody applies. You’re in the next 48 hours, there will be no communications after that. So, but how do you say to what degree are you informing them? How you’ll be communicating?

[00:08:44.86] spk_3:
Yeah. Again, I think it’s dependent upon your organization. I am a big believer in, in uh asking that question of what are you interested in? How do you want to hear from us? But sometimes if your system isn’t set up to actually do that or set those um standards of if you only want a newsletter, but we don’t have our system set up to only send you a news. Let’s not ask that. But we can be general to say you’ll be hearing from us and you’ll get newsletters, important updates. If you’ve given your cell phone number, you’ll be getting SMS messages from us. So you can be vague. But the big thing is you need to follow through on that. So if you’re asking how they want to be communicated to

[00:08:51.31] spk_1:
tell you. Okay. All right. How about you? What else about engagement before we get to stewardship? Yeah,

[00:09:39.62] spk_2:
definitely. So, I mean, engagement can mean many things to many people, right? And it really is in the digital space which is a lot of what we were talking about, um getting them to engage with content. So take an action, click something that is measurable in some way. Um Alyssa talked about onboarding, but we can take that even further throughout, you know, quizzes and surveys, getting their own preferences, even, you know, obviously action alerts for advocacy organizations, getting people to take action in a, in a more impactful way um and giving them feedback on what that impact is, is really critical. So depending on the organization, it’s a beautiful consultant answer, right? It depends, um you’re asking them to volunteer, asking them that they’re interested in these other opportunities to further bond them with the organization because whether it is engagement or stewardship or, you know, thinking of them as synonyms. It is about how they engage to stay bonded to the organization or become bonded in the first place.

[00:10:06.31] spk_1:
And there’s value in all these individual steps.

[00:10:07.38] spk_2:
There is definitely and some organizations can actually put a monetary value to them, right? Like they need this number of many signatures for this petition to take this to Congress or, you know, that sort of thing and some of it is a little bit more. Just feel good to calculate how folks are responding to the brand, whether it’s recognition and sentiment kind of things,

[00:11:13.73] spk_1:
any other strategies or tactics around engagement even beyond. So we, we’ve talked about the welcome series right? So now we’ve gone beyond the welcome series. Anything more. I mean, I guess we’re leading toward Alyssa. You had suggested a first gift or maybe, maybe, maybe the welcome series came after the after the first gift. So now we’re looking for a second gift. But the welcome series just to be clear, I mean, it could have come after some other action, right? A signature on a petition. I don’t know if you’re sophisticated enough, maybe a comment on a on a comment on a social post if you’ve got that kind of connection. But okay, so it doesn’t have

[00:11:14.76] spk_3:
to be so it could be, you know, an email subscriber, a new donor

[00:11:21.20] spk_1:
list,

[00:11:34.18] spk_3:
a new sustainer perhaps. Um or if you have like mid level giving or major giving, if someone’s made a mid level gift, they should have a unique onboarding experience as well. Um But beyond welcome series, as Brennan mentioned, having surveys and petitions to really bond and then that’s really focused in digital. But there are many opportunities in direct mail that can complement these as well.

[00:12:32.45] spk_2:
Surveys and petitions are a mainstay in direct mail, right? So those engage devices again, that’s the term that’s used in direct response for eras and eras is to get people to feel their impact beyond writing the check or making the gift. Um And you should be doing that. One of the things we focused on in the session was doing that on a recurring basis. So working, having the fundraising team either build them themselves as part of a comprehensive communications calendar or work collaboratively with a marketing communications team that may be already producing this type of more educational or quote unquote programmatic content so that it’s not just month 13 fundraising appeals and nothing else, we really want to make sure that the donor or prospective donor is having the opportunity to learn and engage with the organization in various ways. Okay.

[00:12:52.84] spk_1:
Okay. So anything else on engagement before we moved to? No, don’t hold out on non profit radio. I mean, what else did you share in your session?

[00:13:09.85] spk_2:
I feel like we touched on a lot of it. I mean, Alyssa talked about tactical opportunities to with whether it’s S M S or even like auto calls, voice recordings, things like that. Um And engagement and stewardship. Can

[00:13:13.80] spk_1:
people still people still react positively to

[00:14:19.92] spk_2:
the auto call? They do. I mean, we forget that our smartphones are actually phones oftentimes, right? Not just supercomputers in our pocket and getting a recorded message that is a human, sometimes even a volunteer or another donor from an organization that is thanking somebody, for instance, for their gift or giving them an opportunity to come to an event um or just saying, go online and check out this latest case that we just wrote this expose on again, depending on the organization is a really fantastic way to break through the clutter of somebody’s inbox, somebody’s direct mail, you know, actual mailbox. Um and technology now allows us to go straight to voicemail. So you don’t even necessary. Yes, ringlets, voicemail. Um and you don’t even have to, you know, have somebody answer the phone and it makes it feels very authentic for a recipient to just see. Oh, I have a missed call. Listen to the voicemail. It’s not a robo call, write personal

[00:14:35.80] spk_3:
messages. You don’t have to listen to the voicemail. You can see it written out in your transcript. And so, you know, that even is great. I like that is, you can see it there. It’s all written out, it’s emphasized. And if I want to listen to it, I can and I hear that real voice. But if I’m on the move and I don’t want to listen, it’s all written. How

[00:14:47.87] spk_1:
do we access ringlets voicemail as you’re calling the number. How do you do it? So,

[00:15:05.07] spk_2:
yeah, there’s third party partners um that work that offer these services um much like a telemarketing firm, but instead of the live callers, you are accessing a dashboard where your staff or volunteers can log in record a voice message. Um sometimes you can even record it just right on your iphone or whatever and then email the file over to the vendor um and then upload a list of phone numbers and the auto dialer spins amount. The vendor knows

[00:15:50.25] spk_1:
how to not make the phone ring. Exactly. Damn. Alright. Ringlets, voicemail. Okay. Very interesting. Okay. But again, I like the emphasis that these are personal calls. It’s not a, it’s not a, it’s not a robocall, it’s personal, you know, Brenna Alyssa, thanks so much. You sign that last petition a couple weeks ago and maybe the person says, um, and, and, and we’re so grateful.

[00:15:54.77] spk_2:
It is if you don’t have the time to do an old fashioned. Thank a Thon, right? This is a way that you can still give that personal touch and a very cost effective way.

[00:16:09.01] spk_1:
Um Okay, engagement. Have we exhausted?

[00:16:12.28] spk_2:
I mean, I guess that’s kind of stewardship to, right? So saying thank you. So kind of going back and forth.

[00:16:30.58] spk_1:
That’s true because we did say thank you. Right. Okay. Um But yeah, we want to keep folks engaged in your point early on. We don’t want to treat them like a T M. All right. All right. Um Anything else? So let’s move more formally to stewardship. Okay. What are your recommendations so we can increase, giving anybody?

[00:16:58.90] spk_3:
Yeah, I think that, um, one you need to make sure you have an auto responder set up for any action to say thank you. It’s very simple and it goes a long way and you need to be specific about what you’re saying. Thank you for. And so is it thank you for taking action. Is it? Thank you for making a gift. These things are important to take that kind of mass communication. And again, bring it to more of a personalized level and so digitally can have those auto responders for direct mail. I don’t think the written note is dead. It still makes an impact.

[00:17:27.55] spk_1:
It’s handwritten huge. I can’t emphasize enough uh fan of handwritten notes. They’re short, it’s not an 8.5 by 11 inch page that you feel you have to full, you have to fill their and nobody does them and they’re personalized and it’s somebody’s somebody’s hand handwriting. There

[00:18:02.83] spk_2:
are few organizations doing them but they stand out that hardly anybody, literally nobody. So that’s what we want. We want folks to kind of, it feels like going back to basics, but it really is just thinking about how would you as a donor, how would you want to be treated? How would you want to be recognized by an organization? Um And then thinking about what are the little things that you can do before?

[00:18:32.17] spk_1:
I want to emphasize the handwritten note. And then if you’re writing the folks, I’d say roughly maybe 60 65 over, don’t be surprised if you get a handwritten note back. Thanking you for your hand for thanking the time I’ve gotten scores of these giving everybody. I work with all the donors pretty much 55 over thanking you for taking the time to send a handwritten note. Thanking you for that. Thanks for your thank you. And they’re doing it another handwritten note back, especially folks in their seventies and eighties and nineties. Some of the donors I work with, that’s what they grew up with handwriting and postage note. So, absolutely. I mean, and also your mail is not junk mail to the folks that are giving to you, you know, an acquisition campaign that’s different. But we’re not talking about that for your, for your donors. Your mail is not your U S mail is not junk

[00:19:38.95] spk_2:
mail. Yes, people are touched and the generational giving studies that are coming out now too is saying it’s not just our elders in the United States that are feeling that way. Millennials respond to direct mail as well. They may not have checkbooks in the house. So you have to give them other ways to respond. Um But it stands out, we don’t get a lot of mail. Um And you know, it’s so having something, we talked a lot yesterday about the having a Q R code that is now ubiquitous, right? Silver lining of the global pandemic. But everybody knows how to use them. Do you remember Q

[00:19:46.98] spk_1:
R codes? They, I don’t know, eight or 10 years ago you’d see them on like a bus. And I thought, oh, these are brilliant and they didn’t take off them. What do we know what happened? 10 years? And if my timing is off,

[00:20:05.88] spk_2:
it was even older than that, actually, I remember them coming out really? In 2003. How come they didn’t take off then? Because each phone it wasn’t native in the operating system. And so if you recall, you had to download a specific app per code. So every company that was pushing these products or trying to get you to use their QR code platform to separate proprietary app reader that then had to be downloaded. So that’s a bridge too far for most of us.

[00:20:32.98] spk_1:
So every code could be a different, a different provider. I there was competition among them

[00:20:36.95] spk_2:
so we have to have the technology catch up. And thankfully now any operating system on any phone, has it native within the camera app. So you’re not asking the user to navigate their

[00:20:51.30] spk_1:
way proprietary app for our, for the company that provided our code. Alright. Yeah, I know it’s now native but I didn’t know why I thank you for explaining why they, why they died so many years ago. I thought this is a brilliant, okay, cool. Thank you for feeling that I’ve always had. Yeah. Now they’re right now they’re ubiquitous.

[00:21:53.24] spk_0:
It’s time for a break. Stop the drop with donor box. It’s the online donation platform used by 40,000 nonprofits in the U S, 50,000 worldwide. It’s no wonder it’s four times faster, checkout easier payment processing, no setup fees, no monthly fees, no contract. How many of your potential donors drop off before they finish making the donation on your website? You can stop the drop donor box, helping you help others donor box dot org. Now back to engagement and stewardship for increased giving.

[00:21:58.73] spk_1:
Okay, millennials. Gen Z, no checkbooks in the house most likely, but give him a code, the

[00:22:49.47] spk_2:
donation page and like integrating that whether it’s donation page or you know, connecting from against stewardship pieces, newsletters. Um Calendar, people still really love having excuse me, um A wall calendar with beautiful photos to hang up year round and having Q R code there with various calls to actions to learn more about the very programs. You know that Q R code can of course take you to the website and specific pages designed, but it can also take you directly to youtube where you can watch videos. It can take you to a lot of other native apps on your phone that supporters already have and use and engage with on their own that then further your impact story.

[00:22:50.45] spk_1:
People react well to calendars December calendar for the next

[00:23:00.75] spk_2:
year, 100%. I mean, sometimes they’re even more than 12 months, right? So you’re sending them out uh summertime planning for the next year. Yeah,

[00:23:06.16] spk_3:
and all sizes.

[00:23:08.25] spk_1:
So like refrigerator magnets, calendars

[00:23:14.91] spk_2:
are magnetized nowadays. So that makes it harder.

[00:23:26.07] spk_1:
Stainless steel ones. I don’t even know. I don’t have a, I have a stainless steel stove, dishwasher but, but I never had magnets anyway. So I wouldn’t because I think that looks like clutter, clutter in my kitchen. Stainless steel magnetized.

[00:23:35.14] spk_2:
Obviously, I don’t know all of them, but on mine at home it’s just the sides that are magnetized. Interesting.

[00:23:41.49] spk_1:
Alright. Alright. So maybe maybe not the refrigerator anymore but people do like like

[00:23:46.06] spk_2:
wall calendar

[00:23:51.39] spk_3:
even with people moving, working from home and not necessarily working in an office where you’re hanging it up. Still want it interesting.

[00:23:56.54] spk_1:
Okay, cool. All right. So some of the some of the old school stuff is not dead. We’re talking about male, we’re talking about phone calls, we’re talking about handwritten notes,

[00:24:05.58] spk_3:
calendars. You can’t assume you can’t assume that these things aren’t going to work. And so you really need to know what your constituents right now. We go

[00:24:16.72] spk_1:
back to testing trying try a 12 month calendar, maybe there’s a is there a code on every month or something? And then we know right. We know how many of those, which months and how often we know we send 5000 calendars and if we get 1200 hits on a cure, is that, is that

[00:24:36.63] spk_2:
good? Well,

[00:24:42.85] spk_1:
alright, 5000 calendars times 12 month, 60,000 codes, but we only get 1200 I don’t know, but it depends what they lead to. It

[00:24:54.01] spk_2:
does tell you a lot about what your supporters are interested in. Um So if September,

[00:25:00.51] spk_1:
September, what the hell did we, what did we link to in September that everybody loved to volunteer opportunity was something related to the month of September month.

[00:25:11.39] spk_2:
It’s what was happening the world. Yeah, media. Yeah. All the things. So, and I mean, that’s what we have to think about from an engagement and stewardship and lifetime retention standpoint is it’s not just necessarily the bottom line L T V per donor, but it is how these supporters are engaging with the brand, the organization more broadly so that they stay engaged for the long term. Otherwise you don’t have planned giving prospects,

[00:25:56.91] spk_1:
right? My friend is so smooth. Didn’t even, I didn’t have, I didn’t have to give, I didn’t have to have to lay that out. All right. Thank you very much. Um These are awesome uh ideas you can implement for your program. So we’ve talked about a ton of ideas. Anything else that old school, new school stewardship,

[00:26:17.55] spk_3:
I think to part of engagement and stewardship is information sharing. So if something is happening in your organization, making sure that that’s shared and that can be seen as stewardship also because they’re in the know and they feel important and connected. And so thinking about content your organization already has or is planning to disseminate in other ways package it up as stewardship or engagement. So everything doesn’t have to be brand new just for this.

[00:26:35.76] spk_1:
What makes me think of is if you have insider communications, maybe it’s from donors at a certain level. Can you expand that circle? And you’re not diluting the content? You’re not, you’re not diminishing what you’re $10,000 donors get. If you start giving it to your $2500 donors, your $10,000 donors are still getting it. It’s not like a zero sum, right? So

[00:26:58.81] spk_3:
can you

[00:27:02.04] spk_1:
expand the circle so that so that more folks are considered insiders? It doesn’t hurt, it doesn’t hurt the existing insiders to bring more folks in. Repurpose the content, expand the content. I always think about that around and giving donors insider communications or events for your major donors. Why not invite your giving

[00:27:22.90] spk_2:
folks as well? I mean, we think about that similarly with sustain Ear’s. Um can I

[00:27:28.31] spk_1:
until they drop off? Yeah,

[00:29:10.69] spk_2:
I think, I hope we’re well past the like set it and forget it, don’t wake the bear mentality and you know, some things like the proposed Microsoft regulations from last year to will kind of shocked the industry in to having to be better stewards of these really important donors. Um and on the Microsoft. Sure. So I mean, we got a little bit of a reprieve. So, but it’s basically surrounding data privacy rules and allowing the donor themselves or from Microsoft’s point of view, the consumer to, to have a right to adjust their own information, have a right to change um what they want to change without having to jump through a lot of hoops. So Microsoft was not Microsoft, I keep saying Microsoft Mastercard, I’m so sorry, I’m so sorry. That’s not good. Radio, Mastercard, the credit card processing is was going is requiring for for profit e commerce, things like that, that there’s a lot more of the automation and receding that happens for subscription services, right? It’s kind of the Netflix vacation of our lives where we all have so many different monthly subscription services um that we sometimes forget which ones were actually actively subscribed to, but our cards are being charged regularly out and consumer debt is skyrocketing. Mastercard was trying to also extend that out to subscription giving for nonprofits. So sustainer programs. I did sign up for a second sustaining gift to one organization because I had forgotten which one

[00:29:33.92] spk_3:
it didn’t make organizations think about what our process is that

[00:29:39.48] spk_2:
it was a really long time getting there. But

[00:29:43.67] spk_1:
because an explanation, that’s something I never called it Microsoft in the beginning, I would have known exactly what you’re referring to. I didn’t know, I didn’t know, I didn’t know that. That’s

[00:30:18.81] spk_2:
okay. So, uh the T N P A which is a wonderful nonprofit advocacy focused organization, the nonprofit nonprofit alliance. Yes, that’s all it is. Um fought and lobbied on behalf of the industry to have nonprofits be forgiven for these rules or not, not have to be held to the same standards that commercial companies like Netflix and others are because sustained charitable giving is different. People are signing up for it like you said, for a reason and they don’t forget about it quite as often as

[00:30:37.12] spk_1:
they would.

[00:30:40.10] spk_2:
Like I said, I am, I am an example. The

[00:30:44.89] spk_3:
whole selling point is you don’t have to think about it. You’re giving to an organization you care about and don’t worry about it. We got it.

[00:33:08.53] spk_2:
There is some benefit to the efficiency, certainly, but I think we do have to move past that. Um And, and not be scared to empower our sustain ear’s um with some D I Y functionality online if they want to change the amount or the date that their gift is processed. A lot of systems nowadays are allowing for it, but the nonprofits still have to go in and activate those modules and customize that ui that user interface so that donors understand where to go, what to do and also where the humans are when they need extra help to do whatever. So we got a reprieve temporarily or potentially temporarily. But I think what hopefully what this does and how we’ve been working with our clients is a little bit of a wake up call that it shouldn’t be seen as a reprimand. It should be seen as a stewardship opportunity because you’re sustain ear’s are generally 100 plus dollar annual donors. And if they gave that gift at a one time gift level, you’d be treating them differently. They would be part of a pipeline strategy. Um And, and so we need to not only, like I said, empower them to take some ownership over their own giving, but integrate them into, you know, the rest of the communication and stewardship programs that you already have in place for donors of, of that value and higher potential value. We were just looking at an organization’s um stats just recently that a one time donor online acquired donor, which most sustainer zar is online acquired um had an average 24 month LTV of $86 which is pretty good. 24 months, 24 months, $86 sustain urz 2 87 right? So huge difference um that you theoretically don’t have to do much for, right? Um But if they’re, if they’re falling off, um and not, not being stewarded up that pipeline of giving, it’s still a drop in the bucket compared to the potential that may

[00:33:13.25] spk_1:
hold just going back to the mastercard rules. Was it just wasn’t that charities have to start informing the monthly sustain that there’s a dashboard or something that they can go to.

[00:34:09.47] spk_2:
So, not necessarily, you have to make it available. There was a few different, was a four or five different bullet lists that you had to do or bullet items to do. One was having easy accessible like links and all your emails to a place where they could cancel or change their, their gift and or be in contact with within a very short period of time, which was subjective with a human who could then help them through that. Another was uh email notification before the gift was charged on a monthly basis, which actually felt quite was probably the most arduous thing that Mastercard was asking for because most systems are set up to set the auto responder after the charge, not pre charge. So there would have to be some configuration and new content developed to have that year

[00:34:38.20] spk_1:
after one said, thank you, you will be charged in another 30 days that had to be within a certain time of the charge might have been like 24 or 48 hours. But yeah, thank you very much. And you will be charged in another 29 days, right? I

[00:34:40.37] spk_2:
like that. All

[00:34:49.99] spk_1:
right. All right. Um Okay. But yeah, I just wanted to get that little little detail about what the requirement was. Your bigger point was that there’s value in these folks see this as a stewardship opportunity, not a, not a reprimand.

[00:35:19.89] spk_2:
Exactly. And I mean, I think a lot of stuff you’re hearing at the conference to around data privacy. Um and donor choice is going to kind of follow suit here where we, we have to build systems that empower the donors to take ownership over their own giving trajectory. Um And sometimes it is our corporate partners and regulations that nudge us and sometimes we can stand up and do it ourselves

[00:35:23.81] spk_1:
and don’t be afraid to talk to your sustaining donors. Never. Don’t. Let’s not, hopefully, you know, we’re not only over the set it and forget it, but we’re also over the, if I talk to them, they might, they might change their mind,

[00:35:38.42] spk_2:
scarcity

[00:35:39.17] spk_1:
mindset, they’re gonna take that gift away if I remind them that they’re doing it every month. No, no, no. So see, there’s an opportunity

[00:35:45.54] spk_3:
afraid

[00:35:46.11] spk_1:
of, you’re afraid to talk to

[00:35:49.79] spk_3:
these folks if you’re engaging in store them, if they do make the decision that they can’t continue being a recurring donor, hopefully, they still will make that one time gift or they’ll sign up for advocacy or volunteer or planned giving is that they’re still fully engaged with your mission and organization. So you’re not losing them completely. They’re just shifting how they can support.

[00:36:35.11] spk_2:
Situational changes, certainly will affect that, right? And especially some sustainer Czar only giving three or $5 a month. Um and things like inflation and a tightening economy might affect if they can temporary, you know, if they need to temporarily pause that sustaining gift, um If the system allows them to do that themselves, amazing, if not making sure they, you know, who to contact. So that how they can do it and keeping that open line of communication so that they know they can also come back is really important to, again, building that brand affinity and bonding them to the organization so that they say good things about you out in the world.

[00:37:13.18] spk_1:
Oh, this is awesome. Um Great ideas coming, I’ll be very interested in if that Mastercard rule takes effect in the sort of the data, the outcomes, you know, do we see, do we see a lot of sustain ear’s dropping off? My optimistic self thinks that we won’t see that happen. A lot that a lot of people are going to abandon it just because their remote, that they could, but I’ll be interested in the data, but maybe the rule will never. So where does it stand now? With the Master card? It’s not, it doesn’t apply to non profits now and we don’t know if or when it will

[00:37:26.70] spk_2:
change their mind. And they

[00:37:29.09] spk_1:
didn’t say like December 31st is it

[00:37:31.21] spk_2:
is a temporary but no deadline waiver?

[00:37:36.26] spk_1:
Okay, perfect. Okay. Um I’m looking at your learning objectives that were stated in the official and 10 document for this session. Um Ideas with dozens. If you have, I think listeners, you have to go back and replay this. We play this episode to capture all the ideas we talked about. Um understand the value of multi channel touches that increase retention and value what we’ve talked about multi, we’ve talked about all kinds of channels. Uh What else can we talk about that you talked

[00:39:59.74] spk_2:
about yesterday. So we touched on it with the welcome series, right? In the automation. One of the things that I said yesterday and I firmly believe is that we should be leveraging automation more than we do in the digital space. Uh There is so much still like manual labor happening in email, launches SMS, launches advertising and things like that building audiences that is unnecessary. If we take a step back and take a little bit of time to kind of assess the lay of the land first and build out campaign goals, priorities and tactics and strategies. You can pretty much pre schedule almost everything online. Uh So you don’t need to be manually sending out three emails a week or, you know, whatever it is your systems, your technology can really do so much work for you. Um And it’s hard for some folks to put their trust in the machines. Um Yeah, to let go and not review every single audience Celtic and every single, you know, test life, want to see a live seed for every single email, you know, those kind of things. Um But there’s so much more opportunity to do that and you can build trigger based behavior based triggered actions, um emails, engagements, things like that, that keep stewarding people on their own timeline. So you don’t have to pull a list of your, you know, almost lapsing donors manually every time if it’s based on the data that lives in the CRM. Um, and you can build these chronic non responder, trigger based behavior based re engagement series. That’s all about when I last engaged. And it’s different from when Alyssa last engaged. Uh, and it is a little set it and forget it though. Of course, you want to check in periodically to make sure nothing’s gone sideways and the content is still relevant and doesn’t feel dated. Um But that would free up fundraisers, marketers, whoever at the nonprofit to think bigger, think newer, think how we can do something differently or what are the things that we wanted to do for so long. But we never feel like we had the bandwidth at the time if we truly allow ourselves to fully leverage the software that we are investing in regularly, um We’ll have so much more time.

[00:40:27.85] spk_1:
Okay. Leverage automation.

[00:41:43.14] spk_3:
Yes, I think another thing yesterday and often times this is a big question of how can I come back to my organization and have them see the value, you know, they’re looking for the up front giving and want fundraising at the forefront to ask donate now, give now. And so with engagement, you can have after actions, but that’s behind the engagement, that’s not at the forefront. So really being able to share with people, the value is important to go back to their organization and say, you know, there needs to be a balance. You need to look at your communication calendar, where is there the give and take that you can have and sharing that while you might not get the gift today. When you make to ask, there’s a stronger case to give their. And so really looking at your unique file and what they actually respond to because there’s some organizations where you can send a fundraising appeal and you get tons of gifts right off the bat and then there’s somewhere you need to sell it a little more and have those touch points before you can make the ask. And so it’s def for everyone, but it’s important to evaluate that before just saying no, we can only give fundraising emails and direct mail appeals.

[00:41:54.24] spk_1:
All right, I’m gonna let you, that was semi inspirational, but it was very tactical too. So I’m gonna let you leave us with an inspirational message about engagement and stewardship and how that leads to increased giving.

[00:42:08.48] spk_3:
Oh, that wasn’t inspirational enough. Okay. Um

[00:42:15.35] spk_1:
Okay,

[00:42:35.52] spk_3:
this is pressure. I think that you, you just have to take that leap of faith with engagement and stewardship and no one is going to say you thanked me too many times. You sent me too much information. Um You shouldn’t be afraid to provide what your organization does and share your mission. That’s what we’re here to do. And so, um, yeah, engage steward and you’ll see, you’ll see the value come back

[00:42:50.32] spk_2:
around, convey that impact and they’ll, they’ll keep giving. Thank you very

[00:42:59.93] spk_1:
much, Brent Holmes, principal and senior Vice President at Mission Wired and Alissa Ackerman, senior account director at Mission Wired. Thanks very much for sharing, energetic and brilliant. Thank you. Thank you very much and thank you for being with tony-martignetti non profit radio coverage of 23 N T. See where we are sponsored by Heller consulting, technology strategy and implementation for nonprofits. Thanks so much for being with us.

[00:44:38.14] spk_0:
It’s time for tony steak too. Hi there. Who can you share non profit radio with? I would be grateful if you could identify one or two folks that would benefit from the smart guests that I’m picking the brains of each week for all our listeners in small and midsize nonprofits. Maybe it’s someone you work with, someone you used to work with. Maybe it’s a board member. Who do you know that you could share non profit radio with? Let them know it’s your favorite abdominal podcast. So I would be grateful if you could share non profit radio. Love to have more folks learning from all our smart savvy guests. That’s what the show is all about. Passing on expertise and wisdom. Thanks very much. Thanks for thinking about that. That is Tony’s take two. We’ve got Boo Koo, but loads more time here is data maturity.

[00:44:47.31] spk_1:
Welcome back to tony-martignetti non profit radio coverage of 23 N T C. It’s day two at the Colorado Convention Center in Denver

[00:44:57.48] spk_0:
where we are sponsored

[00:44:59.15] spk_1:
by Heller consulting technology strategy and implementation for nonprofits. With me now is Joanne Jan. She is project manager of strategic

[00:45:11.35] spk_0:
partnerships at data dot org.

[00:45:14.61] spk_1:
Welcome to nonprofit radio, Joanne. Thank you,

[00:45:16.56] spk_4:
tony. Happy to be here.

[00:45:17.58] spk_1:
It’s a pleasure to have you.

[00:45:18.51] spk_0:
Thank you. And your

[00:45:28.69] spk_1:
session topic is, is data maturity, the key to meeting your mission. It’s question mark. All right, give us the 30,000 ft view of why this is important.

[00:47:14.45] spk_4:
Absolutely. So when data dot org is thinking about data maturity, we think about it in um three different ways, a specific framework we call the three PS purpose practice in people. And what we have designed based on this framework is a data maturity assessment, which is a way to understand where you think your organization is in terms of its data maturity. And we hope that you use the assessment as a communication tool to understand with other colleagues, perhaps your leadership, perhaps born members to think about what do you want to do next in terms of improving the way you use data more effectively? And um how do you use it better to meet your mission? What is data maturity? Yeah. And so there are a lot of different terms out there that um can encompass data maturity. But the way we think about it is again, in the three piece So when we think about purpose, we think about why are you collecting data? What are you intending it to do? Are you intending it to help you inform future decisions? Are you helping it? Are you intending to collect it to help you inform past um past programming or are you informing it or collecting it to inform um uh what you think could be right now, informing decision making right now in terms of the second P which is practice, this is what, how are you going to actually use the data? How are you gonna use it to achieve what you’re looking for? Um So this is thinking about data analysis, data visualization, um the way you’re using and working with that data. And then the third piece we think is probably one of the most important ones is the people. So thinking about who is actually doing this data collection, the analysis, the visualization, who at the leadership level is promoting and prioritizing data. And then there are the culture. So what is your culture around data as a team? Are you constantly collecting and analyzing data together using it to inform decisions um that type of uh culture?

[00:47:38.72] spk_1:
Okay. And the question is, is this the key to meeting, meeting your mission? So ah how does how does data maturity contribute to mission accomplishment?

[00:48:24.27] spk_4:
Yeah. So I think the way we think about it is it’s a way to be more effective, be more efficient and be more impactful in the way that you are carrying out your programmatic objectives. So um when we think about our data maturity journey, you can be at a different part of the journey depending on where your organization is. And perhaps if you’re earlier on in the journey, data collection might not be of primary focus. But as you’re moving along, as you’re developing more um understanding and knowledge and that talent and data, you might want to use it a little more and drive your specific decision making or practices in that way. Um And so the reason it’s a question that said students really thinking about where your organization is and thinking about what can I do now to um maximize the use of data that I as an organization and probably already collecting. So what am I doing now with the, with the data that I have on hand and thinking about in the future? Do I want to shift my practice is in any way, shift my people in any way or my purpose to make it a little more efficient, a little more effective? Um a little more impactful.

[00:48:53.98] spk_1:
Um You have some tools and resources. You mentioned the data, you mentioned data assessment. Yes. Is that, is that at data

[00:49:17.04] spk_4:
dot org? It is um data dot org is an organization that is a platform for partnerships to build the field of data, for social impact and we do it in the three CS. So the first one is the three CS, easy to remember.

[00:49:18.65] spk_1:
Three.

[00:49:40.85] spk_4:
No, I think that’s it. So the three C’s Cases Capacities, comments Cases, you’re really thinking about lifting up practitioners, nonprofits, social impact organizations that are already doing great work with data or data science. And we post those stories, we share their stories on our digital platform. The second one is Cases Capacity. So thinking about how do

[00:49:47.52] spk_1:
you do,

[00:50:44.61] spk_4:
you can only go from the capacity. So thinking about um how do you increase the capacities of individual practitioners and also organizations? And we do this in a few different ways. One of them being perhaps if an organization needs some technical assistance, we can match, make them with um different consultants or other organizations that do this type of work. Uh Thinking about upscaling organizations. So helping them become more um literate in data or developing a new skill. Um And then our third seat is commons, which is where the data maturity assessment falls in and comments is thinking about different digital public goods that you can offer for free for anyone to access. Um that is open source. Uh And that it um can help you improve your practice in some way. So we have an initiative called reverse at data dot org, which is what’s the name of

[00:50:45.62] spk_1:
the initiative divers?

[00:51:24.29] spk_4:
Okay. So that initiative was thinking about creating open source tools for epidemiology. And so if you have coders if you have public health professionals, everyone’s coming together from different roles and aspects and creating tools that would be helpful for um other people. So maybe a local government in a different country might want to look at these open source tools and helps them predict uh the way a pandemic might spread, predict a number of hospital beds you might need based on um different elements of their, of what has already happened. So putting things together and creating those tools and different packages that you can take and apply to different scenarios and context. So there is just one

[00:51:33.22] spk_1:
example of,

[00:51:34.32] spk_4:
of a comment of

[00:51:35.31] spk_1:
a of a commons,

[00:51:47.41] spk_4:
but the one I focus on is the data maturity assessment. And in addition to that, it’s connected to what we call the resource library. So there are a lot of different resources on our library that can help you figure out what you want to do next. So the way our assessment works is it gives you an overall score and a score for the three PS as well as subcategories. And with that, you get resources matched up to how you’re responding. And so say you’re scoring really high

[00:52:10.29] spk_1:
before we go to that, before we go to the outcome of the assessment, where where do folks find the assessment at data dot org?

[00:52:11.38] spk_4:
So data dot org slash DM A

[00:52:28.08] spk_1:
data management assessment assessment, maturity assessment, data dot org slash D M A. OK. Very well named, easily named. So then the outcome is we get, we get resources allied with our outcomes around the three PS.

[00:52:55.04] spk_4:
Yeah. So if you’re scoring a little lower and strategy, which is subcategory in purpose, you might want to check out our, our strategy guide, which is a step by step process that you, you might want to take your team through and think about okay, what is the data were already collecting? What do we want the data to help us inform in terms of decisions or in terms of team makeup or whatever? And then thinking about okay, what’s our over arching strategy and how do we communicate that with our team? So we’re all moving in the same direction. What do we need

[00:53:03.40] spk_1:
to know entering the assessment? Like is this something I can do in 15 minutes? Yes. So do I can I ceo do it or do I need my I T vendor with me or what?

[00:53:57.65] spk_4:
That’s a great question. And so the assessment you can do in about 10 to 12 minutes, it does not matter what role you’re in. Anyone in your organization can take it an important caveat. Is this is your perspective on your organization’s use of data. So this is not gonna be the objective assessment of how your organization is using data. It’s your perspective on it. And the way we encourage users to use the tool is to use it as a communication tool. So say I take it and then tony, you take it, but our scores are different. That’s okay. The whole point of it is to help you understand and have a conversation about why did you score maybe five in this category? But I scored eight, is it because of the role I’m in? Is it because we interpreted the question perhaps a little differently? And then once we’re aligned, then we can think about okay, we’re aligned on where each subcategory falls. And it seems like we both understand that maybe security is something we want to work more closely on because we agree that that is something that we don’t have the proper protocols and practices in place or that’s something we want to improve. So let’s work together on that and think about how do we improve that a little more?

[00:54:31.10] spk_1:
Um without our listeners having the advantage of having taken their uh data maturity assessment, how can we help folks? I mean, are there maybe there are some of the resources or tools that are commonly needed and helpful? How can how can we help listeners with their data maturity before they take their assessment because they’re just listening

[00:55:20.56] spk_4:
now? Yes. Well, so if you’re interested in exploring the resource library, we have a lot of different tools on it. But what I would recommend and what we recommend for those who are just starting their day to maturity journey is to think about strategy. So, data dot org has a specific guide for strategy in the resource library and you can think about, okay, where is my organization now? And how do I enact and write up a strategy with my team in order to use data more effectively, to better understand how data is coming in and what you could uh think about in the long term and future, what you want to do with the data.

[00:55:23.52] spk_1:
Okay. Okay. What else was in your session that we haven’t talked about

[00:55:36.09] spk_4:
yet? So unfortunately, my co presenter couldn’t be here. But another part of our session was thinking about um you’re using data but how you’re using it in equitable ways. So equitable, cultivating Ecuador practices for data for social impact. Um and the organization that was part of this presentation was the Data for Social Impact Initiative at the Social Policy Institute at Washington University in ST Louis,

[00:55:58.24] spk_1:
took four layers to get there.

[00:56:26.87] spk_4:
All right, I have to make sure I take a lot of pauses during that. And so what they’ve done is they created a course module. So it’s free and open to anyone to use and it’s thinking about data for social impact. So if you as an individual or thinking, you know, I want to learn a little bit more about data, I want to learn, you know, perhaps in my role, how you can use it better, just some foundational knowledge, this free and open courses, something you can access um at the Data for Social Impact Initiative at the Social Policy Institute website.

[00:56:44.36] spk_1:
Okay. Okay. Um How about questions that came from your, from your session? Uh What kind of questions did you get or anything that’s stuck with you? Maybe a provocative question around

[00:58:42.39] spk_4:
data. Yeah, I think um a question, one of the first questions we got was thinking about the word assessment and how that lands with people. So R D M A is called the data maturity assessment. And thinking about maybe assessment is not the right um word because it does have a certain connotation that you’re being evaluated. And the real purpose of the D M A is to help you set a um an understanding of what you think your organization is. So it’s not necessarily a value to it evaluative, it’s more of a um a snapshot of where you are. And so a suggestion was perhaps benchmarking is a little more um is a little more friendly or a little more descriptive of what it actually is. Um So that was really interesting question and useful feedback. Um I’m trying to think of others. I think an interesting piece about the data maturity assessment is that we um are global organizations. So we encourage wherever you are in the in the world to take it. And we’ve had um a lot of different countries represented in our dataset, which is over 1000 submissions at this point. So it helps us understand the field of data for social impact a little better. Um It’s a relatively emerging field. We’re still learning about it and the fact that we can have a larger pool data sets, we can better understand perhaps where there needs to be more support in the fields, um where there needs to be more funding in the field. Um Something that data dot org releases every year is, is a report on thought leadership. And our first report was work first wanted and thinking about what is the current talent landscape of this sector right now? And how do we train more purpose driven data professionals uh and bring some people over from the private sector, encourage new talent to get into data for social impact because we believe that data is going to be a huge um indicator whether or not your organization is going to be successful. What’s,

[00:58:47.62] spk_1:
what’s I guess I I really have kind of a neophyte question. So, but you’ve been your your data professional scientist and I’ve been studying this for about 16 minutes. So,

[00:58:58.10] spk_4:
well, I’m not a data scientist. I am. Yeah. Well,

[00:59:16.15] spk_1:
your title, your title is Project Manager, Strategic Partnerships. I’m sorry, you sound like a data scientist but you’re not. No, I’m not. Okay. Um Well, you have been working with this for a long time. Um What’s the value of knowing where we are in our data journey as an organization? Why, why, why is this important?

[01:00:54.28] spk_4:
Yeah. So I think, well, we hear a lot from organizations is everyone is collecting and consuming data regardless of whether or not you have a strategy in place. And so when you want to make a decision, perhaps you’re having a challenge at your organization and you think maybe buying software technology is going to solve everything. Um What we often hear is that making that big financial investment didn’t actually solve everything. It created more problems. And our hypothesis is that because there was no strategy in the first place, there was no overarching reason why um the decision to make an investment in some technology or software would help you achieve your overarching goals, which was, which is usually in some sort of programmatic objectives, your outcomes that you want your organization to achieve. And so it’s understanding what data are we collecting, what is our infrastructure, what tools do we already used and how do we make them all work in the same direction? How do we make it all work? So we’re going towards and working towards our programmatic objectives and something that we’re learning more and more is that data can help you be more efficient. It can help you understand the different trends in perhaps the different constituents you’re serving or the trends in um whatever your mission, maybe it can help you get more information and oftentimes you have this information, but it’s thinking about how do you um look at it. How do you analyze it in a way that can drive maybe financial decisions you’re making, maybe cultural decisions, you’re making leadership decisions. Um and this is just one data point. So thinking about the different types of data you’re collecting uh and helping you make as informed a decision as possible.

[01:01:21.88] spk_1:
Okay. Alright. So helping with strategic direction, obviously meeting mission um strategic

[01:01:24.96] spk_4:
planning. Yeah, talent decisions. If you want to hire who you want to hire, what skill sets you need, etcetera. Okay.

[01:01:32.28] spk_1:
How do we leave it there? All right. All right. So a big part of this is encouraging folks to do the data management assessment.

[01:01:41.57] spk_4:
Majority, maturity,

[01:02:01.46] spk_1:
maturity, dammit, I’m sorry, data maturity assessment, which you will find at data dot org slash D M A. She is Joanne Jan project manager of strategic partnerships at data dot org. Joanne, thank you very much and thanks for carrying the, the uh the other part of the other part of your session to for your co presenter who couldn’t be here. Thank you for representing that as well. And thank you for being with non profit radio coverage of 23 N T C 2023 nonprofit technology conference where we are sponsored by Heller Consulting, technology strategy and implementation for nonprofits

[01:03:07.70] spk_0:
next week, multigenerational technology teaching and goals aligned with technology. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by donor box with intuitive fundraising software from donor box. Your donors give four times faster helping you help others. Donor box dot org. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez. Mark Silverman is our web guide and this music is by Scott Stein. Thank you for that affirmation. Scotty B with me next week for nonprofit radio. Big nonprofit ideas for the other 95% go out and be great.

Nonprofit Radio for March 27, 2023: Your Relationship With Money

 

Rhea WongYour Relationship With Money

What’s your history with money? What are your emotions around money? How do these influence your fundraising? Rhea Wong explores it all, helping you have a healthy relationship with money, and improving your fundraising.

 

 

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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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[00:01:38.16] spk_0:
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. And oh, I’m glad you’re with me. I’d suffer with cielos kisses if my mouth got dry because you missed this week’s show your relationship with money. What’s your history with money? What are your emotions around money? How do these influence your fundraising? Rio Wang explores it all, helping you to have a healthy relationship with money and improving your fundraising on tony state to its spring think summer. It’s a pleasure to welcome Rio Wang to non profit radio real helps nonprofits raise more money. What could be simpler than that? She’s raised millions of dollars in private philanthropy and is passionate about building the next generation of fundraising leaders. She was recognized with the Smart Ceo Brava Award in 2015 and New York, non profit media’s 40 under 40. In 2017, we host the podcast, non profit Low down. And her newest book is Get That Money, honey. She’s at Rio Wong dot com. Welcome to nonprofit radio

[00:01:40.37] spk_1:
tony Thank you so much for having me. It is a pleasure. I hadn’t realized how energetic your voices, which is really fun.

[00:01:47.33] spk_0:
I like strong openings. Yes, I don’t like, welcome to this week’s. Yeah. So, yeah, it’s a pleasure to have you and you, and you bring great energy too.

[00:01:57.52] spk_1:
Oh, well, you know, I, I guess it’s a comment among New Yorkers like us, even though we’re currently, neither of us is currently in New York City, but there’s a vibe there.

[00:02:08.66] spk_0:
And you’ve done stand up comedy too, haven’t you?

[00:02:11.52] spk_1:
Well, I’ve attempted to and have bombed on many stages. Yes.

[00:02:20.91] spk_0:
Okay. I’ve done the same. I don’t have some bombing. But you, you even, I heard you say to someone that you did some online, some virtual

[00:02:38.94] spk_1:
tony doing online stand up comedy is just the worst. Like, I mean, you’ve done some stand up yourself. So, you know, it’s not easy to stand up and tell jokes, but it’s exponentially harder online during the days of the pandemic. We tried to do a couple of comedy things and it was just terrible because everyone is on mute. You all use your black boxes and you don’t get any laughs and you have no idea if it’s because you’re not funny or because everyone’s on mute. It’s a killer.

[00:02:57.10] spk_0:
I can imagine. That would be very hard. I, I’ve never done virtual stand up. I’ve always been in clubs in, uh, in, I guess all in Manhattan. Yeah. Um,

[00:03:08.22] spk_1:
lower Manhattan kind of a guy.

[00:03:10.68] spk_0:
Was more. Midtown Gotham. Gotham. Gotham. Yeah. But,

[00:03:15.97] spk_1:
yeah, good for

[00:03:24.09] spk_0:
you. Now, you know, we’re talking, we’re talking, uh, multi, uh, Multi comic shows like eight or 10 comics and we each get six or eight minutes. You know, I’m not a headliner. The most I’ve ever been paid for. One show was $20.

[00:03:33.98] spk_1:
So. Oh, well, at least you got paid. I usually have to pay to perform. So. Okay.

[00:03:39.48] spk_0:
Well, I should introduce you to the guy who produces the show that I used to be in. You may, you may want to know him.

[00:03:45.39] spk_1:
Well, that would be fun. I mean, I haven’t made my way north of 14th street quite yet, so we’ll see. All

[00:03:51.97] spk_0:
right, don’t uh it’s not a frontier anymore. Midtown, not midtown, but downtown 20 23rd Street. Yeah, Gotham Comedy Club. I think it’s 20 23rd.

[00:04:01.03] spk_1:
Well, I have to tell you the pandemic. Definitely put a bit of a damper on my budding comedy career. So we’ll see about getting back to

[00:04:07.89] spk_0:
that. Well, the point is you bring great energy, wherever, wherever it comes from. So,

[00:04:12.91] spk_1:
thank you, tony

[00:04:14.35] spk_0:
Let’s, let’s introduce this to folks. You’re concerned about our relationship with money and how it impacts our fundraising influences. You know, how well we do, how well we comfortable we are talking about giving, what, what are your concerns about money? Relationships?

[00:05:31.17] spk_1:
Well, let me, let me back up a little bit. So I started as an executive director at the age of 26. And like a lot of folks in the nonprofit field, I was an accidental fundraiser. Right. So many of us don’t receive any formal training and how to do this thing. And over the course of, you know, the 10 plus years as an E D I had gone to a lot of training, you know, I did all of the training and I went to the Fancy Columbia program and the Fancy Harvard programs. And, um, and they would give me the nuts and bolts of fundraising training or how to do the ask for things like that. But I just felt so uncomfortable with it and I could never really figure out why. And then, um, and I really credit General from mcrae at, at Harvard for this, but I started to unpack my own relationship to money and there was no other place that I had ever been a part of no other training program that actually unpacked the relationship to money. And so we’re in the business of money. We’re in the business of fundraising. We’re in the business of talking to people about money, but we never actually examine our own stuff with money. And as we know in our society, money is so fraught with emotion, money. People have so many complicated feelings about money, whether you had a lot growing up where you didn’t have a lot growing up. We all have this baggage and I just thought, isn’t it silly that we’re in the business of money? But we don’t actually talk about our own feelings about money. So that’s really where it started for me.

[00:06:00.48] spk_0:
And the sense too that there isn’t enough money for our nonprofit, there isn’t everybody else seems to get the big gifts. Where, where does this, where do these feelings? Where does this relationship with money come from?

[00:07:59.76] spk_1:
Yeah. So, okay, this is such a long winded answer. But so I think to start with, in the nonprofit sector, we have a real problem with scarcity mindset. And so what I mean by that is, I mean, even the name non profit starts in the lack of not profit as opposed to social change or social, the social sector. And so the thing that I really came up through in the nonprofit world is this kind of culture of scarcity of this knee jerk reaction like we can’t afford that, you know, that’s not something that we can do, we can’t pay our people. Well, we can’t, you know, hire the people that we need, we need to keep budgets artificially low. But right, like it’s always about coming from this place of scarcity and not enough. And, and really also this sense of, you know, there’s a lot of comparison to, to your point, you know, well, how come that non profit got that big check on. How come they get the nice office space and how come they’re doing better than we are. We’re just as good. And so that’s the first thing I think as a sector we really suffer from that and then individually we bring our own stuff to the table. Right. So we all have stuff around money. Like when I grew up, even though I grew up in a middle class family here in San Francisco, um you know, my family are immigrants and so there’s this real mentality of we have to fight for what we got. You know, we have nothing to spare. We and if we do have any extra money, it’s going to be, you know, kept within the family and we’re gonna afford it, we don’t have enough to give away. So, on top of the culture of the industry, I found myself in which was a real lack mentality. I also personally came from a lack mentality. And so no wonder why talking to people who had wealth felt very uncomfortable. I felt like I was begging, right? I mean, we’ve heard this so often like I just felt like and no wonder so many of us burnout in the sector because we’re coming from this place of survival. So can I take a step back and talk about brain chemistry for a second?

[00:08:21.51] spk_0:
Yeah. Yeah. Okay.

[00:09:08.26] spk_1:
I promise it will. No doubt too much. But our brain essentially only ever operates in one of two modes. It’s either survival mode or executive mode. So survival mode is exactly what it sounds like. We’re constantly like fighting were reacting or believing that there’s not enough for me. I gotta fight for what’s mine exec mode is when you’re prefrontal cortex is being engaged. And that’s really when you get to the space of what they call flow state, you know, that’s where generosity, creativity, um kind of feeling safe lives. And so because as a sector, as individuals were operating so often in the survival state of the brain, we’re always operating on this adrenaline pumped high cortisol state of mind, which eventually will burn us out. But if we can actually shift our relationship to money and shift our relationship to the work so that we’re operating more often in exec mode, we’re not running on fumes, we’re not running on that kind of desperate what I call hustle culture energy, which ultimately is how we burn out.

[00:09:43.92] spk_0:
Okay. So these two states survival executive, Okay. So really just two states, that’s all we have in mind. Survival and executive hope, hope I spend 99% of my time on executive mode.

[00:09:55.74] spk_1:
Well, on average, most of us spend about 70% of our time in survival mode. So when, when you meet people

[00:10:04.20] spk_0:
from below that average,

[00:10:51.10] spk_1:
well, yeah, I hope so too, but we’re all humans. Um So, and, and I think particularly in New York, I would say like maybe 90% of the people are in survival mode. But, you know, when you meet people in your world, let’s say, and you find them to be like, really reactive or like they fly off the handle or they, you know, they get mad about little things. It’s most likely it’s definitely that they’re operating in this survival mode, right? They are literally believing that they are fighting to survive that it’s a life or death situation. And so people act irrationally, they act emotionally. Whereas when you’re operating in that executive state, you’re just a lot calmer, you’re responsive, not reactive. And so if you don’t know this, if you’re not even aware of the fact that there are two different states that you could be in, then by default, you’re probably operating in survival state.

[00:11:24.45] spk_0:
Let’s go back to individuals, histories with money, not necessarily real Wong’s history in her family, but our own history. So we’re, it’s conjuring up, you know, like how generous your um your loved ones were, whether, you know, whatever kind of structure you grew up with family or otherwise. Um Whether they felt like there was never, never enough to do something or they, whether they challenged you on your own decisions about spending when you were young, you know, things like that, right? We’re sort of conjuring up the histories, our own histories.

[00:14:17.57] spk_1:
Yeah. So, so, okay, let me give you an example. Um So in my family, like I said, I was, I grew up in a middle class family in, in San Francisco. But I think the ways that you can start to unpack, what are the stories I have about money is you even think about things. Like, what did you hear in your family growing up or what did you witness in your family growing up or what kind of stories that your family tell? So, in my family, it was always like, oh, who do you think we are? The Rockefellers or money doesn’t grow on trees or? You know, I would see my parents like, it’s very funny, my parents are very different purchase money. My mom is a scrapper and savor my dad is a saber, but then he’ll randomly splurge on things. And so, you know, we didn’t really talk about money unless it was in the context of we don’t have enough of it or hey, look at those people that are so rich. And so part of the challenge that I really want people to go on is to start to think about what are the stories that they grew up with around money? And where did those come from? And oftentimes the way that we learn about money comes from, our family comes from our parents and it comes from their parents. But the way that a lot of people learn about money from their parents are sort of depression era. Like my parents learned about money from their parents who grew up in the depression of our immigrants to this country. The thing is we’ve not updated the stories about money and we just accept the things is true because, you know what a belief is just a thing that we think again and again and again, and if we’ve ever challenged that belief, then we just think it’s true without any question. And so a lot of the common money beliefs that I came up with was like, money doesn’t grow on trees. It takes money to make money. The rich get richer, the poor get poorer. Uh, you gotta work hard for your money. You know, these are a lot of the common things and I started to take a step back and be like, well, is that actually true? I mean, is that, is that true from what I see? And is that true for me? Um, I mean, the truth is, I know a lot of very wealthy people and I think actually this is one of the biggest myths is, you know, people with money are different, they’re, you know, somehow they’re meaner, they’re kinder, they’re smarter, they’re just different than me. Right? The truth is people who have money are the same as you, they just have more money. And I think people attribute money as a way that changes people. I think money is just an amplifier of who you already are, right? If you’re a kind person without money, you’re going to be even kinder with money. If you are like kind of mean and stingy person without money, you’re going to be even more so with money, right? So it’s not, isn’t fundamentally change who you are just amplifies more of what you already are.

[00:14:39.06] spk_0:
How do these stories around money? Which create our beliefs, influence our fundraising?

[00:14:43.39] spk_1:
Oh, very simple. So, tony What’s a story that you have about money?

[00:15:58.65] spk_0:
Um It was repaying a stranger who helped me buy a Mother’s Day plant when I was about seven years old, she was the cashier at what stores that used to be called? Woolworth. Uh And I bought a plant that I didn’t quite have enough money for like maybe it was a dollar 50 and Or $2, let’s say, and I only had a dollar 50. Um and I told the story to my mother when I gave her the plant and then my, my mother and my father brought me back to the store, politely, kindly, kindly not, no, no retribution but to, to give the cashier lady her 50 cents back to thank her for giving me money to help me buy a plant for my mother for Mother’s Day. So it was sort of, you know, that you, I guess if you return generosity, you know, and yeah, that you, that you return generosity. I was thinking that’s a very sweet story. My parents weren’t mad or anything like that. They just, they wanted to teach me that you, you let someone know how, how thoughtful they were and you repay it if you can.

[00:17:48.59] spk_1:
Yeah, that’s such an interesting takeaway because I, you know, you could make that story being a lot of different things. But in your case, you made that story being that people are inherently generous and it’s our job to give back if we can. And hence you are also in fundraising and plan giving, which makes perfect sense like people who want to leave their assets after they’ve passed on, you know, in many people’s cases. So let’s say I grew up with an idea of like, well, you know, money is hard to come by and people aren’t really that generous. If that’s my belief, the way that I approach fundraising is through the lens of people don’t really want to give. But, you know, somehow it’s going to be my job to convince them to give or somehow, you know, there’s some levels like manipulation and coercion or maybe like there’s this feeling of like I’m asking them to do something they don’t really want to do, right? And so I’m going to bring that kind of energy to the ask as opposed to if I had a different belief, if my belief was people love to be generous. People love to be in community with others who care about a particular cause. People love to give to this cause that provides meaning and purpose in their lives. And I come to the ask with a completely different energy. It’s almost like it’s almost like dating. I love a dating analogy. But so tony Like, if I believed that, you know, I couldn’t catch a date and, like, nobody wanted to date me, how do you think it’s going to go for me if I’m out in the dating pool and I’m trying to ask for dates, like, I’m gonna be kind of like desperate. Right. Kind of sad. But if I had a belief about myself, like, I’m awesome. And you know, I just want to find a partner who is as awesome as I am so that we can be awesome together. I bring a different energy to the table. And so what I think about our relationship to money is it really impacts the kind of energy and the kind of perspective that you bring to the table when you ask people to partner with you, you’re either coming from a place of being on your knees or you’re coming from a place of being on your feet.

[00:18:16.22] spk_0:
I think it’s valuable to think about how we feel when, when we give it feels good, it activates, we’re talking about the brain, it activates pleasure centers. It’s the same pleasure center that is activated when you eat chocolate. Or you hear good news I’m putting on the spot. Do you know what part of the brain that is? I, I used to know but I

[00:19:23.29] spk_1:
can’t. Uh so, so it’s actually the same part of the brain that exists where family and love lie. So I think so they’re like kind of different parts of the brain that process different types of information. And so when people talk about, you know, well, we have to be like really metrics driven and really data driven. That’s exactly wrong because that is a different part of the brain. That’s like the business, the brain. But where philanthropy lies is the emotional part of the brain. So you do have to have the metrics because we use data to back up an emotional decision. But you really have to lead with emotion because you know, in the face of it, philanthropy doesn’t make a whole lot of logical sense. Like why would I give my resources away that I could be using for myself? Right? So like that’s a logical part of the brain. But the reason I do it is because it feels good because it satisfies some kind of emotional part of my being, right?

[00:19:57.87] spk_0:
It feels good. And we also acknowledge people who give understand that the world is a bigger place than, than they themselves. And we’re all in community and we all need to give to support those who, well, those causes that we believe in because otherwise the cause won’t exist. And in some lots of cases, not all missions, but in lots of missions were helping those who don’t have what we have. So we’re giving back to other to those who need more than, than what they have. So, and that, which leads to the, which leads to the Pleasure Center being activated the same as when you eat chocolate.

[00:21:24.61] spk_1:
Yeah. But the point is that all of those reasons are largely emotionally driven, right? It’s like you can put some kind of intellectual afterthought on it. Like, well, yes, of course, it makes good business sense because X Y Z and if like, if we have no plan it, then how am I going to make money? Right. But deep down inside, we’re moved by this idea of like, could I live in a world of my Children to live in a world where there are no wild animals and there’s no clean oceans and there aren’t rainforests. No, I don’t want to live in that world, right? And that’s all deeply emotional. So all to say to get back to the original question, not only is philanthropy, deeply emotional, but feelings about money are deeply emotional. And so if I haven’t examined as a fundraiser in my own relationship to money and what I am bringing to the table, it, it complicates the issue, right? So if I can successfully unpack all of the stuff that I believe about money, then I am just a conduit for my donor’s wishes because here’s the other thing, wealthy people also have stuff with money just because you have money doesn’t mean you don’t have money, stuff. Right. And so if you as a fundraiser, have not unpacked your stuff with money and your donor also has not unpacked their stuff with money. Both of you are kind of sitting on this invisible pile of baggage with this space between you in a room.

[00:23:30.51] spk_0:
It’s time for Tony’s take two. It’s spring. I hope you’ll start thinking about your summer. It’s the time to start making plans for yourself so that you get the summer rest that you probably need. I mean, I don’t know for a fact, but most of us enjoy summer rest. And if you want to take care of other people, take care of big missions, you need to take care of yourself 1st, 1st, you gotta be, you gotta be in the right mind in a rejuvenated mind so that you can take care of others and, and work. I don’t think that virtual work has taken away our traditional summer vacation rituals. I think folks are still gonna want to have time off in the nicer weather. So take care of yourself, think for your plan for yourself, plan for yourself, family, loved ones, good friends. It’s the time I want you to be in the best state so that you can take care of business, take care of other people. Remember to take care of yourself. That is tony Stick to. We’ve got Boo Koo. But loads more time for your relationship with money with Rio Wang. Alright. So how do we approach that, unpacking our own baggage. How can we change our relationship with money to make ourselves more comfortable, more confident, be standing feet rather than be on our knees and which is all to say, make ourselves better fundraisers.

[00:27:35.72] spk_1:
Yeah. So a couple of key things that I would recommend number one is really take some time to reflect. So I have a couple of key questions in my book, which is, you know, what did you hear in your family growing up with money? What did you see in your family growing up with money? What, how are you with money today? So I actually have a fun experiment I do with people is I have, I call it the wallet test. Look at your wallet. What does it look like? Do you, are you giving your money a nice home or do you have like bills stuffed in? And is it all disorganized? Like that’ll tell you how, how you deal with money? Are your bills stacked up? And do you not look at them or are you the kind of person that really manages your money as a resource? Like the first thing is what are some of the clues that I have about how I think about money, how I interact with money. The second piece would be, what are the stories that I have about money? Right? And then, and then thinking like I’m a big fan of writing things down, but literally writing down like, you know, is that true for me? Is this a story that I want to carry forward for me? And if I, if I do then great, we can keep it. And if I don’t like, what are the things that I can choose to believe instead? Because ultimately, our emotional state is driven by the thoughts that we think and the way that we can change our emotional state is to change our thoughts. So let’s use an example, if my thought is well, people really just aren’t very generous and they don’t really want to give that might create in me a sense of anxiety about fundraising attention, about fundraising, maybe even frustration like, oh but these people should be giving money and how come they’re not giving you money, right? That feeling then creates my, my action. So I might go into an ask me being like really kind of upset or I might, I might talk too fast or I may try to bulldoze someone in and ask that will then create the outcome that I get. So where you can do an interrupt is around the thought process, a start to become aware of the thoughts. So that’s another strategy. And then another strategy is to be very aware of your emotional state. Am I in the survival mode or am I in exec mode? And this is a tribute to my performance coach Eugene Choi, you can label the feeling that you’re feeling. So if you’re starting to be like, I feel stressed or I feel anxious or I feel frustrated, even the very act of labeling that emotion moves the energy to the prefrontal cortex. And it’s really important to think about the words that your using. So I feel versus I am, I am as an identity statement, I feel is a feeling and feelings are temporary. But even the thought of having to think about, what is this feeling that I’m feeling will move your energy to the prefrontal cortex versus the Amygdala, which is your fight, fight or freeze center. And the final tip I have is two. And I know this sounds but really meditation is really helpful. So what meditation does is it slows your brain down a little bit and it slows down the space between stimulus and reaction. And so, you know, so often in our lives, whether it’s about money or other things, we get triggered and we’re often triggered before we even know why we’re being triggered. But what meditation does is it helps you kind of slow your, your thought processes down or at least become aware of your thought processes so that you can give yourself a little bit of time between the stimulus and the reaction time so that you’re reacting or rather responding in the way that you want to like if I’m starting to get really upset about something, if I meditate, if I take a breath. I can start to think like, why, why am I being so reactive about this thing right now? Like, what is it about this thing that is causing a survival state reaction in me? Like why am I believing that this is a direct threat to me in some kind of way? So let me pause there. A lot of different things I offered up. I don’t

[00:28:13.52] spk_0:
think meditation is woo. I think that’s, that’s very valuable meditation. First of all, it’s been, it’s existed for thousands of years. But um in one form, in one practice or another, I, I believe in it very much. Somebody may not recognize my form of meditation As meditation. But I do and I think it’s very valuable to, to reflect. And some, and like you suggested, sometimes meditation might just be 45 seconds.

[00:30:30.69] spk_1:
Yeah, it can be or, you know, even taking a second to take a breath because what happens when we’re in survival state is we start to breathe really shallowly. You know, we are shoulders, get up behind your ears, you know, we tense up. And so even just like that 30 seconds of dropping your shoulders rolling back and taking a breath from your diaphragm will calm you down. So, um one of the strategies that Navy seals use is called box breathing. Are you familiar with this term? So, Box breathing is really fun. It’s breathing in for a count of three, holding your breath. For a count of three, breathing out for a count of three, holding for a count of three. And you just sort of lather rinse repeat. And what it does is it slows your heartbeat down, it slows your breathing down. It helps you become more mindful and it literally just, it gets you into that executive versus survival because in their survival state, our Amygdala are going crazy and we are, we are literally interpreting the world as if we’re being chased by Saber tooth tigers, right? And in our modern day world, like everything is a sabertooth tiger like the news coming at us as a sabertooth tiger, my bus are being laid as a sabertooth tiger, like my coffee being, you know, spilled on me as a sabertooth tiger, right? And so we actually haven’t developed these mechanisms for how to calm our nervous system down uh in our modern world. Like so in the wild, you know, an antelope will get chased by a lion, then they’ll be able to like stand still for a couple of minutes and shake it off and move on with their lives. But we are not as smart as antelopes in the sense. I mean, the great thing about our human brains is that we have long memories and we think about stuff and the terrible thing about human brains is that we have long memories that we think about stuff, right? So like we can continue to be traumatized by an event that happened when we were two years old, even though we’re grown ups. But we relive the thing over and over and over again and we let that thing dictate the rest of our lives. And the truth is, it’s never about the thing that happens to you. It’s about your interpretation of the thing that happens to you.

[00:30:49.23] spk_0:
Okay. Well, let’s flush it out a little bit more. This is all very interesting. Um It’s never the thing that happens. You would see interpreter. Yeah. Well, right. How you felt or how you continue to feel about about that episode.

[00:30:53.91] spk_1:
Not just Yeah, well, not just how you felt about the episode but but what you made that mean about you,

[00:31:02.41] spk_0:
what you made it mean. Yeah. Alright. The baggage that you you heaped onto the incident. Yeah.

[00:32:04.70] spk_1:
So let’s take, let’s take an example. So let’s say you are carrying around, you know, a memory that you had when you were a kid where your mom yelled at you for something again. I’m just thinking of an example. Now, one interpretation could be you can make it mean that oh mom was just having a bad day and she was reacting in her own survival mode and that wasn’t really about me or you can make it mean there’s something really wrong with me like I I am a bad person. I do bad things and I never do anything, right? Those two interpretations for the same event can have very different impacts for your life, right? And so inherently, we have to really unpack all of the meaning that we’ve made about the events that we’ve had, whether it’s about money or other things and how we have let that event created a, You know, an influence over our entire lives. And oftentimes the things that happened to us are usually from like 0-3. And we, we make meaning of those things that we then carry forward for the rest of our lives.

[00:32:19.73] spk_0:
What do you mean when you say 0-3?

[00:33:27.76] spk_1:
So like, so 0-3. Yes. So 0 to 3 is when your brain is, is developing the most rapidly to that. That’s for like, yeah, sorry, sorry, 23 years old. Yeah. No, sorry. 0 to 3 years old. So those early years are are critically important and usually what the things that happened to us are, the things that in those early years are usually the stories that we carry around most um most deeply and um forget it was going to say, but essentially we need to think about unpacking those, those stories that we made it. You know, I remember what I was gonna say and inherently a lot of the stories that we tell ourselves um that are negative usually fall into one of three buckets. It’s usually like, I’m not good enough, I’m different. Therefore I don’t belong or what I want is not available to me. Mm.

[00:33:28.31] spk_0:
Okay.

[00:33:31.30] spk_1:
And I can see your your wheels are turning. Let me pause there

[00:33:34.28] spk_0:
because I’m thinking about I’m thinking about my own story. So now I’m feeling like Howard Stern like what was your story? Tell me a story but I’ll I’m not gonna put you on

[00:33:43.63] spk_1:
your story. I’m

[00:33:49.56] spk_0:
thinking about a story when uh I called my mama bitch.

[00:33:51.83] spk_1:
Okay. How old are you?

[00:35:26.14] spk_0:
Probably around the same age as the tender mother’s day plant story. In fact, we lived in the same apartment on Orient Way in Rutherford, New Jersey. So I was probably 567, maybe 55. You probably don’t know the word bitch was probably 678 somewhere even six. You probably don’t know it. Seven or eight, I’d say seven or eight. And uh my dad, my dad is the one who yelled at me when he came home from school. He was, he was a teacher. So, and you know, just for years, how could I have? How could I don’t think it fits into one of your three paradigms? But you know, how could I have been so terrible to call my mother? I’m a bad person. I like to call my mother a bit like that. I’ve gotten over it now at 61. Just what time is it? It’s a little after three. I’m over it for about the past 20 minutes. No, but for years that really made me just, yeah, I just feel terrible about what I, what I had done. I don’t know if it made me feel terrible about myself, but certainly about what I had done. I don’t remember what it was. She obviously triggered me. It was my mom’s fault. There’s no question about it. She triggered me as a seven year old and I reacted appropriately. I think that’s, that’s my interpretation. Now, at 61 I was perfectly justified and well within my rights to call her bitch, she, she, she wound up and, and like I said, she active, triggered me. So, so I’ve come full circle about that or not full circle. I’ve got 1 80. If I was 33 60 I’d be back where I was. I’ve gone, I’ve done 1 80 since then. So that’s my little story of carry that with me for a long time.

[00:36:51.16] spk_1:
Yeah. Yeah. Well, and it’s interesting to, to, to think about like, what did you make that mean about yourself? And so, you know, and generally speaking, like these formative moments happen earlier, but essentially, if like, let’s say in your case, you made this mean, oh, like I must be a bad person because what kind of person says such a thing to his mother, right? You know, I wonder what that inspired or influenced you to do in your life that you would necessarily otherwise have done without the belief that I’m a bad person because I did this thing or said this thing about my mother, you know, so to bring back to money, like if we have a deep belief about money, let’s say there’s not enough of it, there’s not enough to go around, etcetera, etcetera. Like what does that, what does that mean for me? How does that mean that, how does that affect how I show up in the world if I have that belief? Right? So part of it is really just about reprogramming our beliefs about the world ourselves, our, you know, our money situation, our families, etcetera. Um And once you can start to understand that you can decide how you want to think about things. All of a sudden the world changes completely. You’re like, well, then I can do anything. I could just decide anything about my life.

[00:36:58.59] spk_0:
It’s choice, it’s choices that we make and we’re free to choose,

[00:37:32.35] spk_1:
right? The decisions that we make and look obviously to, I want to be clear that like I’m not talking about losing touch with reality because then you become a sociopath, right? But um you know, often times when we see extraordinary people doing extraordinary things, like I talk about Oprah all the time, like Oprah is a personal hero of mine. How is it that Oprah who you had such a tough upbringing? You know, this little girl who went through some very tough things like sexual abuse and uh you know, didn’t come from money and grew up as a black woman in America. Like, how is she such an extraordinary success in the world? And part of it is like she just decided that that’s what she was going to be. She just decided that she wasn’t going to let her circumstances dictate her future. She just decided to tell herself different stories about herself and I think we can all do the same thing.

[00:37:54.60] spk_0:
What’s a healthy relationship with money? What does that look like?

[00:40:13.51] spk_1:
Oh, that’s such a good question. You know, I think this belief that decent question. Well, money is a renewable resource and I think that’s something that we really have to accept. I mean, time is not a renewable resource. Like it doesn’t matter how rich you are, you’re never going to get enough time on this planet, right? But money, you can always make money. And so I think the the person who has a healthy relationship with money is the kind of person who understands that money is just a resource to be managed like everything else without the emotional attachment to it, right? Like, and I’m not talking about being crazy about money and spending Willy nilly. That’s not what I’m talking about. What I’m talking about is just detaching from the emotional piece about money and just thinking about how to use it as a resource like you would any other resource. And so sometimes with non profit people because of the emotional attachment to money. They often don’t manage money in a, in a way that is not about emotion. So quick example, like I, for example, I offer training and my training is not inexpensive but, and I know you offer training as well, but essentially on this train, you’re like, look, I pretty much guarantee that you’re going to make money. Like there is an R it’s R O I positive, like you can not possibly go through my training and not make more money. And so often I’ll say people were like, well, no, I can’t afford it like, well, okay. So what’s your plan then? Like if you can’t afford this and you’re not willing to invest in something that will help you to make more money, then how are you going to make more money? Right. You’re kind of caught in this loop of I don’t have enough money. Therefore, I can’t invest in anything that will help me make money. Therefore, I will continue to not make money. So I think the smart executive director, the smart non profit execs relationship to money is to think about it again as a resource and think. Okay, well, what is a good use of my money? A good use of money in my mind is either something that will bring in uh roo I something that will save you time or something that will increase operational efficiency. And so when you say things like, well, we can’t afford whatever we can’t afford to bring on new development stuff. Well, is that development staff going to help you bring in money? And if so, you know, is it a 10 X and it’s 50 X is 100 X? Because if that’s the case, then that’s a good use of the money.

[00:40:44.74] spk_0:
And how is this healthy relationship where we’re, we’re treating it as a resource of commodity? We’re making it emotionless. How does that make us a better fundraiser?

[00:42:51.97] spk_1:
Well, I think a couple of things, I think number one, it helps us to talk with people who also have money in a way that is, it’s less fraught with our own emotional baggage about money and more sort of matter of fact, if I can say that, which is like, hey, you know, tony you really care about whatever you really care about clean oceans with this gift, we can do X Y and Z which will help you to achieve your dream of clean oceans, right? It becomes less about me and my stuff and more about like, how can I help my donor achieve what they want to achieve with their philanthropic gift? The other pieces, I think it also gets you off that roller coaster because I think we so often have this, this idea of like, well, if I get the gift, I’m a good fundraiser and if I don’t get the gift of a bad fundraiser, right? And if I’m a bad fundraiser, I make that mean something about who I am as a person. I’m a bad professional, I’m bad at my job. People don’t like me, like you can go down that shame spiral. And instead if you can actually have a healthy relationship to money and even just a healthy relationship to the process itself, then you realize that the the win is the process. Like, did you cultivate your donor properly? Did you help connect them emotionally to this thing that they wanted to achieve? Did you do all of the things? Right? Because if you did, that’s the win because ultimately, whether they say yes or no is beyond you. Like you have no control over them, you you’re not, you know, in their brain pulling the levers, right? And so if we can actually um separate our value from the things that we achieve, like you are a valuable person no matter what. And so if I can stop making my value be connected to the thing that I achieve because if that’s the case, I will never be enough, right? Because I will never like win all of the marbles, but I can be enough by doing the best that I can.

[00:43:01.64] spk_0:
We have inherent value, irrespective of our outcomes acts,

[00:43:28.65] spk_1:
right? When I think that’s hard to in our, in the society that we have because it’s so it’s so driven by, you know, the ranking and like you’re, you’re a better, more worthy person. If you produce more or if you get these better results, right? And so we’re always like constantly chasing the result and chasing the outcome, believing that that will make us a better person and other people will think we’re more valuable and better people. And it’s, it’s a race. You can never win.

[00:43:33.39] spk_0:
What do you say we leave it there?

[00:43:34.28] spk_1:
Really? How do you feel? I think that’s great. Tony

[00:43:50.60] spk_0:
This was borderline therapy for me with my uh my seven year old trauma. Just to wrap up that story. My uh my, my dad is the one who, who punished me and, but I was sure he was gonna hit me, but he didn’t hit me. He just, he was actually quite rational, explained why it’s not

[00:43:57.06] spk_1:
appropriate. Did it, did he make you feel that you were a bad person?

[00:44:23.81] spk_0:
No, I brought that on myself. Well, that I had done a bad, you know, I carried with me for a long time. That story and just how could I have done such a thing to my mother? That was, that was it. I don’t know. I went so far as I’m a bad person, but I did a bad thing left it there for a lot of up until about 25 minutes ago. All right. That was, I enjoyed it very much. Thank you. Thank

[00:44:26.79] spk_1:
you. Thank you.

[00:44:36.24] spk_0:
She’s real Wang. You’ll find her at Rio Wang dot com. Her podcast is non profit Low down her newest book. Get that money, honey, exclamation mark. Rhea. Thank you again.

[00:44:42.70] spk_1:
Thanks. Tony

[00:45:14.75] spk_0:
Next week, Gene Takagi returns if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff shows. Social media is by Susan Chavez Marc Silverman is our web guy and this music is by Scott Stein. Thank you for that affirmation, Scotty. You’re with me next week for nonprofit radio big non profit ideas for the other 95 go out and be great.

Nonprofit Radio for January 23, 2023: 2023 Fundraising Outlook

 

Sarah Sebastian & Steve Lausch2023 Fundraising Outlook

OneCause’s research study includes insights to help you benchmark, plan, prioritize and improve your nonprofit’s fundraising this year. From OneCause, Sarah Sebastian and Steve Lausch talk us through.

 

 

 

 

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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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[00:01:36.34] spk_0:
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 get slapped with a diagnosis of a fraser because I cannot bring myself to say the words you missed this week’s show 2023 fundraising outlook one causes research study includes insights to help you benchmark plan, prioritize and improve your nonprofits fundraising this year from one cause Sarah Sebastian and Steve Lauch talk us through on tony stake to webinars galore Here is 2023 fundraising outlook. It’s a pleasure to welcome to non profit radio steve Lauch and Sarah Sebastian both from one cause steve Lauch is director of product marketing at one cause where he brings 17 years of experience in automotive, retail, customer relationship management and marketing technology. Sarah Sebastian at one causes Director of corporate communications. She’s a marketer with eight years of experience in the nonprofit tech space. The company is at one cause and at one cause dot com steve Sarah welcome to non profit radio

[00:01:44.96] spk_1:
Good to be here with you Tony,

[00:01:46.85] spk_2:
thank you. It’s great to be here talking to you today, appreciate

[00:01:50.18] spk_0:
It. Pleasure to have both of you. Thank you and we’re talking about the 2023 fundraising outlook. Who’s the best person to talk about an overview of of this, of the study

[00:02:03.86] spk_2:
definitely.

[00:02:04.58] spk_0:
Okay, it’s unanimous

[00:02:25.75] spk_1:
dive in on that I mean this whole project has been such a great partnership with Sarah but as far as going back to the survey that that fuels the study, um, this, this was, I’d say I can dive in on that. So this is really the fifth year of developing the study into the size that it has been at one cause and the third year of releasing the data in such a way that it is served up in the annual fundraising outlook report. So getting some really great research in a rear view mirror and we’re excited to come out again this year with this report. Maybe to give a little bit more color as to what this report is about and how it works. Um,

[00:02:53.28] spk_0:
we kick

[00:02:53.88] spk_1:
it off every year tony at our annual conference. So the one cause raised conference and spends about a month in market where nonprofits are engaging and responding to the survey and this particular year, 890 nonprofits raise their hands and said, hey, we want to weigh in on this. So 890 voices from nonprofits,

[00:03:16.43] spk_0:
Let’s just call it 900,

[00:03:18.41] spk_1:
900

[00:03:20.48] spk_0:
900,

[00:03:52.42] spk_1:
900 all shapes, all sizes, all segments. We even did some really cool cross tabulation. Looking at annual operating revenue. I’m sure we’ll talk about that at some level. But you know, every year we ask ourselves as well, tony are we, are we getting the right voices. Are we getting the right um, inputs so that we’re capturing all the right information that is helpful to nonprofits and this year in particular, nearly 30% were executive directors, 31% Deb director Development VPs had a great voice from event directors and marketing professionals. So we really are getting the right voices. In fact, 81% of those who responded are involved in making a technology decision. They may even be the ones pulling the trigger on deciding how we’re going to move forward in the next year with technology to help drive our nonprofit mission. And a lot of that goes to fundraising as we’ll talk about.

[00:04:43.56] spk_0:
I also appreciate that the population is very much in line with with our listeners. You know, small and midsize shops. I see 48% have revenue of a million dollars or less. Annual, annual, your, your annual operating revenue a million dollars or less and 31%. So a third basically 350,000 or less.

[00:04:59.16] spk_1:
It is so important to to have the representation of that beautiful bride call at this broad base of the nonprofit world that is just those who are maybe just getting started in their garage or their bedroom or wherever they happen to be. But they have a passion for their mission and maybe those that are starting to add more and more volunteers. Perhaps that 1st, 2nd or third full time employee. But whatever it is, it is that beautiful broad base of the nonprofit world that we’re looking at

[00:06:15.87] spk_0:
11% were all volunteer. So just like a 10th or don’t even have full time employees. And I saw 49% have 10 full time employees or fewer, though perfectly in line with with our listeners. Now there are, there are large organizations represented over $50 million dollars in revenue. Um, if there are any of those folks listening, uh, let me know and I’ll shout you out because I bet I bet the list is small. Most of the vast, vast majority, vast, vast, overwhelming majority of our listeners are in small and mid size shop. So those are those who were, I’m channeling. Um, let’s define this. It was a little unusual to me the A. O. R. Which I look at as album oriented rock, but that’s because I work up, I was raised on rock and roll. So, but that’s not what you mean by a. O our annual operating revenue. So I mean is that annual budget sarah? Is that, is that annual budget or is that something different? What’s annual operating revenue? Because you segment by by this A. O. R. So it’s important for us to understand,

[00:06:45.95] spk_2:
so annual operating revenue, how much money folks are bringing in and then when we touch on budget, how much obviously they’re able to spend for the year. And I think some of the stuff that you just touched on and you’re talking about, like the volunteer numbers and everything that’s really going to come out when we get into some of the challenges. Some of those smaller organizations with uh, the smaller annual operating revenues are really going to be, um, feeling a little bit of a pinch in some of these areas that will take a look at. So I think it will definitely be some good data for the audience at home right now.

[00:06:59.70] spk_0:
Is it fair to just call? Not, I’m not going to change the term on you, but is it fair to call annual operating revenue? Like just annual fundraising revenue?

[00:07:08.94] spk_2:
Absolutely.

[00:07:09.64] spk_0:
It’s the fundraising revenue. Okay. Okay. Report calls it the uh annual operating revenue.

[00:07:16.56] spk_2:
Alright. Yeah.

[00:07:49.81] spk_0:
Okay. Um, so let’s dive in a bit. I see uh I see some challenges facing non profits of of all sizes really that this was, this was kind of interesting to me. Um, the the challenges that are rated sort of critical critical are definitely a concern. I mean they cut across all the, all the all the the annual operating revenue segments like donor engagement, all all all five of your segments, all six of your segments rate donor engagement as a, as a, as a top five problem. And donor fatigue shows up in five of the six categories. What do we do? What do we know about donor donor issues?

[00:09:13.98] spk_2:
Sure. So things things have Changed a lot since the last study. So the challenges that were related to planning around the pandemic dropped significantly because those were at the top of the list in the past couple of years surveys, but don’t get us wrong, like we’re not saying it’s not a challenge anymore. It’s obviously still a challenge, 71% reported that planning related to the pandemic was still challenging for them, But it dropped from number one to number 10 in the list. And those donor-related challenges that you just mentioned, those are coming back to the top. People are starting to feel a little bit of relief and they’re able to shift back to donor engagement worrying about hair. We fatiguing our donors with all of this messaging and everything that they’ve been through over the past few years and donor retention is coming back up into that top four to um recurring giving was something we saw that came out as a top challenge as well. And for the view of challenges that you’ll see in the report first where everything’s kind of rated, it was folks who rated items as critical, definitely a concern or somewhat a problem. And that’s where we came up with that donor engagement, donor fatigue, the recurring giving and donor retention were all there in the top four. So things have changed a lot steve, did you have anything like a little bit of color from the past or anything about like varying sizes? How that differed?

[00:09:31.07] spk_1:
Well, let’s start, let’s start with sizes. And then I think there is something to be learned as we look longitudinal e over the study over the past few years. But as we looked at non profits of varying sizes again by that annual operating revenue marker. Uh, that donut retention really fell into, became notable in the top two places for orders that were a million dollars A. O. R. And above. And then

[00:09:48.43] spk_0:
excuse

[00:10:15.24] spk_1:
me looking at the top three places really tony for most of the market. So we’ll call that the 350,000. 0. R. All the way up the scale. Um, recurring giving was something that became very much apparent in that. And, and I’ll say real quick, um, as your audience accesses this report and downloads it, there’s a, there’s a lot of data right in this one question and becomes v very visibly and visually better understood when you kind of see it, how we’ve laid it out. So I know we’re throwing a lot of numbers, a lot of information, but boy donor fatigue was definitely the top voiced concern that made it into the top five concerns for every segment every strata of the nonprofit nonprofit world. Um, what’s interesting about that for me

[00:10:41.49] spk_0:
though,

[00:11:03.24] spk_1:
is that while retention has a number, we can put on it. Um, while recurring giving has a number that we put on it, fatigue is a lot more of a perception metric. And uh, it’s, it’s interesting to me that, that, that had such important placed on that particular metric as you look at the data. Now, I’ll also say really quickly we saw staff turnover work its way into the top five challenges, especially as you kind of go up and that was for

[00:11:16.48] spk_0:
the larger staff turnover was

[00:11:18.39] spk_1:
you got it. Yeah,

[00:11:20.21] spk_0:
Over $50 million. They’ve got hundreds of employees

[00:11:24.88] spk_1:
well. And look what happened over the last two years. Right. I mean

[00:11:27.50] spk_0:
things talk

[00:11:54.70] spk_1:
about upset the apple cart, right. And that, that large organization perhaps felt the, the need for agility more and the need for finding out how do we get through this and with such a large staff, it’s just, it was, it was an unfortunate story. We don’t have to dwell on here today. The good news is that, um, is that those nonprofits are working through those challenges. I’ll also add that acquisition and management sponsors and sponsorships also is a challenge that we’ve tracked year over year every year, every year these last few years. And that has surfaced for a number of the segments of nonprofits. So there’s some other, there’s some other color there. But sarah, I’m sure you would agree having released the report yourself. It’s far more visually understood for, for those who can access this and download the report. Yeah,

[00:13:14.30] spk_2:
I agree. There are a lot of ways to look at, especially the challenges, um, by breaking it down by revenue level and looking at what’s critical are definitely a concern compared to having like the somewhat important mixed in there as well. But I do kind of want to touch on that donor fatigue because we have been hearing a lot about it and tony I don’t know if you’ve heard this throughout your career to that there’s, there’s been kind of a historical disconnect between nonprofits and donors when it comes to donor fatigue. I’ve done a few studies at various companies in the past where nonprofits said one thing they thought they were really fatiguing their donors and donors are like, no, you’re not. We want to hear more from you. But I think what it comes down to that’s important here is that you have to remember that the communications that you are sending out, if they’re engaging, they’re worthwhile, they’re giving something to your donor, then they’re not going to be fatigued. I know around like holiday giving season, even on linkedin. And I noticed there were a lot of folks popping on that consultant saying, I got this many emails from this, these nonprofits. It’s too many emails and only enough. A couple of donors popped and they were like, oh, I like getting those emails. They told me what was happening. Like how much they were raising from there giving Tuesday campaigns, etcetera. So as long as you’re giving them something that they want to hear. I think they’re going to stay engaged. They’re not going to get fatigued. Have you heard anything about that,

[00:13:53.67] spk_0:
uh, from some guests? Yes. Um, let’s first, let’s use this opportunity to remind folks or let them know where they can get the get the study because it’s, it’s very visually engaging as both of you have said. So. One cause dot com. And then where do we go after that?

[00:13:57.83] spk_2:
Sure. It’s one cause dot com backslash research. And you’ll find the study there. There are a lot of other resources on our website as well as well as past reports. So if you want to dig in and compare to past reports as well, they’re on that site.

[00:14:56.34] spk_0:
Okay. Excellent. Thank you. Um, All right. So this idea of the fatigue, you know, as as steve said, it’s it’s a perception. It’s it’s not something measurable, but it’s, it’s a perception internally. Right in in everybody’s office. What do you, what do you think is, what do you think is causing this idea that we’re fatiguing our donors where Sarah you’re saying they actually want more. And I’ve heard that also, I’ve heard that especially among among and about boards members that, you know, we’re giving our board members too much. No, actually, they want more because they’re your key volunteers. And they the fear is that you’re giving them too much. Um, so I’ve heard it in that respect, but we don’t have to, you know, we have to stick to board. I know that’s not your, that’s not the study, but that’s, that’s where I’ve heard it even even more? What do you think is causing this belief that we’re fatiguing folks

[00:15:24.30] spk_2:
right current state. I honestly think we all feel fatigued after going through a pandemic, going through you know political ups and downs. We’re still in this big mindset of uncertainty and I know everybody has heard that word 1000 times but it’s still there and it’s just making everyone feel very unsettled and very tired. So I think sometimes that just kind of bleeds over into our everyday interactions

[00:15:28.65] spk_0:
were contributing to it. Yeah we

[00:15:31.08] spk_2:
must be doing it too. We must be adding onto the pile but

[00:15:34.18] spk_0:
we see it we feel it we must be contributing to it because we send mail and email. Alright.

[00:15:39.80] spk_1:
tony I think I think I want to

[00:15:42.53] spk_0:
don’t be so hard on yourself basically.

[00:15:55.78] spk_1:
I want to jump in here real quick. I do wanna I do want to suggest here at this point that fatigue is a it’s a complex metric to unpack. It is not as simple. I mean I think we could probably spend the next hour kind of um in a conjecture of sorts of how to unpack this. But fatigue comes because as Sarah said it’s something we feel elsewhere. And so we translate that to I’m sending one emails to emails, five emails ergo my donor base must be fatigued.

[00:16:21.53] spk_0:
And

[00:16:42.39] spk_1:
when we actually look at the data as Sarah has said. In fact some of the great reports that we have available at one? Cause dot com actually give you the perspective of the donor as is our research done every spring. So this is the nonprofit voice every fall compare that to what’s going on in the spring with what donors are saying? Yes, they want the communication. I want to see those emails in my inbox and if I open up one or two of the five, it’s okay. I’ve heard from you and I can digest that you are not asking too much of me. You are not giving too much to me. It is not the fatigue level that perhaps we are putting on on our shoulders ourselves.

[00:17:04.36] spk_0:
Sarah, you have many years in your background with ford motor company, right? Oh, that’s steve I

[00:17:13.54] spk_1:
carry, you know, you mentioned that in the intro. I carry a good number of years in the automotive retail technology side. Um, and six years now or coming up on six years in the nonprofit world. Two very different worlds. But yes, go ahead. tony on.

[00:17:28.74] spk_0:
Do you know, does, does, does the ford motor company worry about fatiguing? It’s uh, potential customers like do they worry about sending too much buying too many ads? Sending too many messages to folks who have signed up? Does the ford motor company? Uh, do they worry about things like that?

[00:18:22.10] spk_1:
I would say in general, the automotive world perhaps. Um, let me say this first. Any good marketer understands the sensitivity around sending the right message at the right time to the right audience for the right response. Any good marketers, there are perhaps markets in our ecosystem in the world that are more sensitive to doing that and there are perhaps markets that are less sensitive to doing that. I do find that the automotive world sends a good number of emails and there perhaps, maybe those what you’re getting at, not as worried about fatiguing me at least as a recipient. So I’ll let you put a bow on that where you were headed. But

[00:18:53.72] spk_0:
No, that was it. I just, that was, that was my suspicion. But you know, I don’t talk to, uh, Fortune 100 folks, um, ever or even. So I was seeing it in your background. Uh, I was just curious about it. Um, let’s talk some about events. What Sarah, can you talk about, what, what, what is planned and I see more more hybrid being planned. Can you flush that out for us?

[00:19:51.24] spk_2:
Sure. I think if we start with a little bit of an overview from 2022, it’s a helpful kind of foundation. Um, so in 2020 to 95% of nonprofits who took this survey said that they held at least one online camp, 93% said they held at least one event in 2022. So vast majority of nonprofits there and that makes up the bulk of quite a few nonprofits fundraising budget, their revenue for the year. So 56% said that they raise 21% or more of their annual fundraising revenue from online and event fundraising. And an additional quarter of those nonprofits said that they raised 41% or more of their annual fundraising budget from event and online fundraising. So it’s huge. It’s very important. Um, and looking back at 2022, as far as how supporters participated in events, I think Steve Do you want to touch on that data for me?

[00:19:59.61] spk_1:
Sure, Sure, Absolutely. Yeah. This was really great to see tony So we asked these nonprofits, how did your supporters participate in your 2022 events and then followed up with how many of the following fundraising events do you plan to hold in 2023. So we have to look back, we have to look forward and again

[00:20:20.61] spk_0:
for

[00:20:47.57] spk_1:
Context, this question was asked an end market with the survey in September so nonprofits were giving us a good view into most of the year to 2022, but they were forecasting into 2023, still sitting in their third quarter of the year. So with that in mind, looking back in 2020 to 32% of nonprofits held in person only events. Now, just I let that just sit for a

[00:20:51.21] spk_0:
second and

[00:21:52.57] spk_1:
We look back in the rear view mirror a year or two and to consider how we were in 2020, early 2021. No way were one in three only having in person events. So what a great comeback in 2020-1 half of nonprofits, 56% did. In fact, as you said earlier, Tony Lean to that hybrid side, which is fantastic. So let me fill the blanks on the, on the rest here and I’ll come back to the hybrid 9% only virtual 4% no events at all. And for various reasons, I’m sure. But over 50% hybrid tells me a couple of things. You add the only in person and the 56% hybrid together and you have a mass of the, of the nonprofit world that is back in the ballroom. But so much of that is, is uh, an event that is in consideration of that virtual audience. So we learned from the last three years, we learned that people want to engage with with us differently. And so while we’re back in the ballroom, we’re not going to forget that virtual audience, we’re gonna include them. It may be for the whole event. It may not be for the whole event. It may just be for the appeal. It may be for other programming that we wanted to share with them. But the Great News is that we are back to the ballroom in 2022. Now that was of course last

[00:22:19.78] spk_0:
year, what

[00:22:31.18] spk_1:
about this year, september people are answering this survey and there’s looking forward and guess how many say we are going to hold an in person event, 83%. Look forward in time and with such confidence and Sarah maybe you can, you can elaborate on this. They’re willing to say that over 80% were absolutely back in the ballroom for at least one in person only event.

[00:22:59.78] spk_2:
Yeah, I think the confidence levels, that was a real takeaway for us. How much they changed confidence levels about in person events just kind of shot through the roof in this year’s survey. Um, nonprofits who said they were undecided about holding those in person events dropped to 8% this year, down from 20% in last year’s survey. So people are feeling really good about heading back to the ballroom. Like Steve said, uh,

[00:23:13.83] spk_0:
I, I saw that golf outings ranked as the number two most common event after after something social. So I’m assuming that’s a gala type event.

[00:23:25.60] spk_2:
Yes. I think that the in person auction events and then

[00:23:28.12] spk_0:
the person, we’re

[00:23:29.27] spk_2:
very successful as well. Yes, absolutely.

[00:23:43.28] spk_0:
Now golf outings and hybrid. I don’t know, can we, I don’t know are they playing like minute, are they playing golf? They have their favorite golf app or they, they’re, they’re in there, they’re in their stroke trainer, you know, maybe it’s videoing them while others are actually playing. I don’t know, can we do a golf outing hybrid.

[00:24:13.74] spk_2:
I have actually seen, I do not remember the name of the software or the company, but there was a virtual golf software that a nonprofit for an event. So I know it’s possible it’s out there. People really made some as we’ve all heard major pivots to, you know, fit the pandemic in our way of life changing. So it’s definitely out there. I’ll have to look into that and see if I can get that over,

[00:26:49.39] spk_0:
you know, the dinner, the dinner or the lunch after. I mean I could see that being a hybrid but I was just wondering about the golf experience itself. I don’t know, maybe golfers are out there with caMS on their GoPro’s on their heads or something. And so you vicariously. Oh, that shot sucked. Oh, you’re terrible camera to somebody else please. You’re awful. It’s time for Tony’s take two. I’m talking a lot about planned giving in January and February. I’ve got 15 webinars and podcasts on planned giving uh just in in these like not even the full two months. It’s more like six weeks january and early february. A cornucopia of webinars uh podcast, a prodigious profusion of podcasts. I’ve got coming up lots of content. Um, if you are at all interested in learning about the basics of planned giving, launching, planned giving at your nonprofit then you may very well be interested in this Horn of plenty of content that I’m doing with other folks who are hosting me for webinars and podcasts. You can keep abreast of what I’m doing by following on linkedin or maybe I should say more correctly connecting, connect with me on linkedin. Uh, follow me on twitter. And another way is you could sign up for the nonprofit radio Insider alerts at tony-martignetti dot com because I let folks know um, on that, who, who is hosting me and uh, where you can hear me speak. So if you are interested in launching planned, giving, planned, giving basics, I’m doing a lot of talking about that in january and early february. That is Tony’s take to imagine that We’ve got boo koo but loads more time for 2023 fundraising outlook with Steve and Sarah Sebastian, imagine that data, Let’s talk about data. You’re a data driven type organization and what, what, uh, you had some takeaways about data access.

[00:27:15.32] spk_2:
Yeah, I think this was our surprise, not surprise moment really when we were looking at data because we all know that a lot of nonprofits do struggle with data, whether there’s too much of it or what to do with it. Uh, so we found that making it accessible and actionable just continues to be a concern for nonprofits like, okay, yeah, we know that already. But when we actually saw the numbers, that was kind of the moment where everyone on our team Kind of got slack jawed whenever they heard the stats. Um, so only 18% of non profits who took the survey said that they actually have access to all of the data that they need 18%, that’s

[00:27:26.46] spk_0:
it and

[00:27:35.91] spk_2:
that they use it to make decisions. Um, and of course those smaller nonprofits did report having even less access to the data that they do need. So it’s a bit of a struggle and steve, I think, I know you have something to say,

[00:27:40.78] spk_1:
Oh, I always have something to say

[00:27:43.25] spk_0:
That that’s, that’s dismal. You know, one

[00:27:46.68] spk_1:
in five,

[00:27:47.80] spk_0:
one

[00:27:54.77] spk_1:
in five. Like if you’re sitting down around the table right with five nonprofits and one of them says I have all the data I

[00:27:55.86] spk_0:
need, I

[00:28:04.99] spk_1:
have it in the place where I need it and I have it served up to me in a way that I know what to do with it. Make a good decision. That’s dismal. That’s a great word for it.

[00:28:07.05] spk_0:
Yeah.

[00:29:21.91] spk_1:
And then we looked at some other aspects to this tony and okay, if if you do have a lot of data, Then what’s holding you back from using it every day to make meaningful decisions in your fundraising strategy 26%. So again, another like, well in this case, one in four, I suppose roughly so that they don’t have the time to form the insights they have the data, but maybe it’s just it’s just a matter of time. We all get that we, especially your audience, as you said, the smaller nonprofit world is there’s never enough time in the day. So I think there’s an opportunity for us, especially as you said as our data providers, technology providers that, that work off the data serve up data help nonprofits live off data. We need to serve it up in a way that makes sense that it doesn’t take time. Another one that I’ll share another one in five said that they don’t know how to form actionable insights. Okay. So I have the data, but again, it’s, it’s, it’s not and it may even be like right there for me, I don’t even need the time to go dig, you know into it and pull a report and compare and pivot tables and all the, I just don’t even know how to form an actionable insight based on what I’m given. Again, I believe that this is on us and our world to say here is what your auction data is telling you

[00:29:35.32] spk_0:
this is a data literacy issue. Then people not feeling comfortable making conclusions from the data that they do have. Is that isn’t that that data literacy,

[00:31:16.58] spk_2:
I think to some extent it is. But I also think the data can be intimidating just because there’s so much that can be measured and there’s, there are a lot of numbers obviously coming out of fundraising. What do I do with all of this? And I think people, especially non profits, you know, they have big jobs, they’re trying to make the world a better place. They want to do big things. And I think when you’re looking at data, you have to narrow and pick something small first and focus on that. Okay, I’ve got this piece master now I can pick another metric and focus on that. And I guess trying to give an example of that if you have part of your fundraising strategies to boost your recurring revenue this year. Great. Okay, where do I start? What do I do? What data do I look at start by going into your crm and looking at donors from 2022 who gave maybe three or four times. And I use myself as an example for this because this happened to me, I gave I think four or five times two best friend animal at best Friends animal society last year, just throughout the year as I was giving an honor of friends, pets, my pets, etcetera. They called me after running a little campaign and said, Hey, you know, we noticed that you’ve offered ongoing support last year, thank you for these gifts of these amounts. Would you consider becoming a recurring donor at $25 a month? Why not sure I can, I can spare that. Great. And even with just those little incremental increases across a couple of 100 people, you’re boosting your revenue there. Alright, you’ve boosted revenue using this one small metric that you focus in on what can you do next. So start small. Don’t get too overwhelmed to try to find somewhere to start, got to start somewhere.

[00:31:23.02] spk_0:
Let me give you a generous softball shameless self promotion opportunity because we’re talking about data being overwhelming and, and, and uh, like frustrating, how does, uh, how does one cause overcome that?

[00:31:44.28] spk_2:
I

[00:31:44.45] spk_0:
think the great,

[00:32:02.93] spk_1:
the great news is we help in a lot of ways. I mean we help connect nonprofits with more donors. We help that connection be meaningful in a way that it, it truly helps them engage with those donors. And we talked, we talked about donor engagement back when we were looking at that Finding around challenges, Tony Right. And so once we connect with more donors and engage with more donors and do that through a number of different ways to fundraise. That’s one of the things that we found and maybe I’m getting ahead of myself here. But I know we’ll talk about priorities for 2023 that nonprofits had told us about.

[00:32:21.12] spk_0:
But looking

[00:33:36.68] spk_1:
at new ways to fundraise to find new donors, acquire new donors and then use that engagement to retain those donors are nonprofits find that they are more highly satisfied with the technology that they acquire that they, that they purchase, that they use every day. And uh, it drives our mission and that’s what it’s all about. I I tell, I’ll give you a little anecdote here. tony but tomorrow and every Tuesday first Tuesday of the month. I help onboard new 11 cost team members that join our company. And I tell them, hey, you’re gonna have its work. You’re gonna have a bad day every now and then. But what we do, even on those bad days, we help make sure that another child is educated, another family is fed. We’re taking two steps closer to just finding that cure. Right? And this is all executed through these amazing nonprofits, all over the nation. How do we get involved with that? Exactly what I shared with you before, helping nonprofits find those donors engage those donors retain those donors and building a wonderful relationship that helps build a better tomorrow. Softball question back at you. Nobody

[00:33:38.05] spk_0:
answered. I was waiting. Yeah, I’m glad you. Thank you for stepping

[00:34:32.11] spk_2:
up. I do have something. I think since I just started talking about focusing on small things, something popped into my head while steve was talking about connecting with more donors. We run a campaign every year called in detectives where companies sign up and fundraise for nonprofits in the Indianapolis area. Um, and we use our peer to peer system for that. So we get in there, we use it, we fundraise for, we would fundraise fundraise for make a Wish Foundation this past year and looking even in just our peer to peer tools, we’re talking about starting small, There are little data points in there. Even for our donors where you can trap how far your social posts are reaching, how far different campaigns are reaching. So even donors can look and see what’s working to get the word out about a campaign and shift their strategies to use that particular social platform or that particular technique. So there are things built in throughout the system to even help donors analyze data, which I think is really interesting and something I haven’t seen with a lot of other fundraising platforms to be honest. So I think there’s something helpful there.

[00:34:45.38] spk_0:
Thank you. Alright, let’s let’s let’s go back to the, to the fundraising outlook. What are their takeaways are there that we haven’t talked about yet that you like to highlight you think are important for small and midsize shops to know the benchmark against.

[00:36:55.44] spk_2:
Sure, I think I would like to touch back on the hybrid fundraising aspect quickly, Quickly calling out again, steve touched on that 56% held hybrid events in 2020 to 32% held in person And looking at 2023 as nonprofits were looking ahead 45% said they were going to be holding hybrid events in 2023, which is really good to hear. Um, those hybrid and in person events were what we saw as most successful budget wise, performing against budget. And when we looked at, um, how they were performing against their budget was 80% who held either an in person or hybrid event reported that they were raising in line or more than their budget for the year. So great. We definitely want to focus on in person and hybrid. But I think Steve touched on this point a little bit The good part about this is that people are listening to donors. He mentioned some earlier research we had done with giving experience study earlier in the year where we get donor perspective on everything. And in that particular report, 56% of event donors said that they wanted some sort of virtual option. So I think that’s something that’s really important for nonprofits of all sizes to listen to, especially the small and midsize shops. We understand that hosting a hybrid event, there’s a lot of work. It’s, it’s tough. We held our race conference was hybrid this last year and it was hard. So definitely empathize with that. And but you’ve got to listen. It’s worth the effort if your donors are telling you this is what they want to give it a shot. Look at that event calendar. See if you can fit in some sort of virtual option in there somewhere. If it’s not on there now because that’s what people are saying they want to do this year. And of course keep an eye on the news because we know we’ve been hearing from here and there. There’s some, some numbers numbers going back up with covid cases, fingers crossed. Of course we don’t want anything to happen. But in the event that it does, It’s good to have that in your back pocket as an option for your donors.

[00:37:03.27] spk_0:
Do you think it’s worth surveying.

[00:37:06.20] spk_2:
Absolutely.

[00:37:26.27] spk_0:
Or do or donors like is everybody going to say I want the hybrid option. But then the fewer people actually sign up for it once it’s offered, everybody wants the option and then we set it up. We spend the money on the production and the platform. And, and then a disappointing number of people actually subscribe to it, join the stream. What do you what do you think? Yeah,

[00:37:46.92] spk_2:
I agree with that. That is kind of a sticking point when planning events as well. But if people have been telling us this is what they want, give it a shot. If it’s a total flop, then, you know, but I do agree that serving finding out what people want to do. Sometimes people are going to say yes and then they change their minds. I mean people change their minds all the time. You never know. But we have had customers who have said when they did offer that virtual option, they even wound up just getting donations from people who couldn’t attend the event in person and didn’t wind up, you know, going the virtual route. So offering that donation option along with that registration could be a possible solution to that as well to make up some of that. If people decide they’re not going to go the virtual route?

[00:38:16.65] spk_0:
I I saw that um, the fundraising, the priorities

[00:38:20.55] spk_2:
looking

[00:38:36.37] spk_0:
Forward are consistent with the challenges. So that’s that’s good. Our our community is aligned with what they see, where they see problems and where they know they have to focus. So 97% of of your respondents said that donor acquisition is going to be a key focus. I mean that, you know, it may as well call it 100% and nine right. If we’re going around 8 92 900 we could certainly around 97 to 100. Um and 96% right is right there to say donor retention is a key focus areas. So it’s gratifying to see that priorities are in line with the

[00:38:58.80] spk_1:
challenges.

[00:39:00.00] spk_0:
We’re rational, we’re all rational.

[00:39:02.17] spk_2:
It makes

[00:39:03.47] spk_0:
sense that the actor, a bunch of rational actors

[00:39:39.41] spk_2:
Um outside of those, I wanted to run through the top priorities really quickly because there’s some interesting differences in how folks rated those. So you touched on the top two. Um, next up was increasing funds from existing campaigns and that was, that was pretty high as well, 93% said that there was a priority and these were ranked as critical or important by folks who responded. Um, then there’s kind of a draft in the rate here, new ways to fundraise came in at about 82%, a little bit above that was operational efficiency and effectiveness at 84 and I find that kind of interesting

[00:39:41.84] spk_0:
because

[00:40:09.51] spk_2:
you know, if you’re focusing on operational efficiency and effectiveness, there’s probably gonna be a little bit more time in your day to focus on donor acquisition and retention. But there’s kind of this vicious cycle and all of these little things that go into that because we just talked about people being short on resources short on time so they can’t get to focusing on the operational efficiency. So I think there’s some work to be done and figuring out how to address all of these challenges and priorities in a way that’s beneficial to everybody and especially for these small and mid sized shops that are struggling with the resources and I know steve and I have talked about new ways to fundraise and how that can help with the donor attention in the acquisition as well as you want to.

[00:40:39.93] spk_1:
Yeah, I mean that’s that’s the diamond in the rough, as far as I’m concerned because we’re looking at it, this is nothing shiny at this point. It’s 82% for new raise to fundraise when we’re looking at 97% for donor acquisition, but it’s very possible that the new ways to fundraise and, and I think what we tend to do tony we tend to imagine the worst possible scenario, right. If I look into a new way to

[00:40:50.59] spk_0:
fundraise, it’s

[00:41:48.03] spk_1:
gonna take loads more time that I don’t have, it’s gonna take a lot more effort that that I just, I’m not ready to give. It’s gonna, it’s gonna expose me to all kinds of distractions. Uh, let’s go back to something, Sarah said, how about we start small? There are there are fundraising platforms available that allow you to break out of just the event type of fundraising And we then elements appear to peer weave in elements of social fundraising. Be able to tie together your online with your event efforts so that perhaps you are able to, by using new ways to fundraise, acquire new donors, retain some of those same donors because you’re doing it in a slightly different way where you might actually engage them differently. So I would, I would encourage your audience to consider. Okay, what is available to me that I might be able to try a slightly different way to fundraise, engage a slightly different audience and in fact, I may end up acquiring those new donors and retaining my current donors at the end of the day. Even better.

[00:42:08.34] spk_0:
All right, what else? We have some good amount of time left. If we, if we like any, any other stuff that uh, we haven’t talked about that you think is important for folks to know anything else from the study? Let me just remind folks you can get it at one cause dot com slash research. It’s the 2023 fundraising outlook.

[00:42:23.94] spk_2:
Perfect. Anything

[00:42:25.35] spk_0:
else?

[00:42:25.65] spk_1:
I’ll add something. Let’s go back. Let’s go back to challenges real quick, just for just for a minute. And

[00:42:32.02] spk_0:
this is gonna

[00:42:33.23] spk_1:
sound, this is gonna sound a little bit perhaps initially on the negative side, but I’m going to try to turn it into a little bit of a sunrise for us and end on something inspirational. Um, I’ve had the privilege of running this survey for I think I said five years now, five or six

[00:42:51.04] spk_0:
years

[00:42:51.97] spk_1:
And one of the things Tony that we do is we take that question around challenges. And we, we talked about this right donor fatigue, donor engagement retention, recurring giving, etc. And, and there are 13 different challenges that we asked non profit respondents to rate individually so we can track those as individual challenges.

[00:43:13.35] spk_0:
We can

[00:43:13.77] spk_1:
also track them as a collective level of challenge that the nonprofit says, hey, this is my

[00:43:20.98] spk_0:
overall

[00:43:22.26] spk_1:
level of challenge this

[00:43:24.49] spk_0:
year.

[00:43:51.86] spk_1:
We take that average across the entire respondent base. We’ll call it 900 and we’ll link that back to what things look like in 2021 and we can compare that average as well to 2020 and a 2019. And what’s really interesting to me. So two points first one again, perhaps on the surface a little negative is that those challenges are getting more intense. The average of those 13 challenges year over year, the relative rating of those challenges is increasing year over year over

[00:44:00.65] spk_2:
year. I

[00:44:02.10] spk_1:
Would have thought initially that 2020 would have been defining the ceiling and perhaps 2021 a little less and 2022 a little less. That’s not the trend. The trend is actually showing more intense challenges for our nonprofits.

[00:44:20.49] spk_0:
The good

[00:44:21.01] spk_1:
news is that we have data like this report and other reports out there that help us focus in on that right step that, that next right step and how to understand that Sarah was saying to find that one metric, maybe it’s around recurring giving, maybe it’s around looking at my, my uh, tech acquisition. Uh, there’s all kinds of things in this report that we’re not obviously covering in in these few minutes, but

[00:44:50.45] spk_0:
take

[00:45:29.16] spk_1:
This report, find that one or two next steps that you can actually move against in 2023 and watch yourself move be pulled out of those challenges in that one area. Are you going to improve every area? Probably not because not one of us can do everything. But the good news is that we have a clear path to make good decisions to see what our peers are doing with through research reports like this, see what the rest of the nonprofit world is doing, where they’re succeeding and we can point our ship there and really look to succeed even if it’s in small ways in 2023. So that’s, that’s probably my, my, my message of hope and inspiration using something as as, uh, as vanilla as data. But boy, it really opens up the opportunity for us to see what we need to do next. What step we want to take and where we can make progress in the next year.

[00:45:48.63] spk_0:
Anything that sounds like, you know the way one cause hopes that you will use their 20, fundraising outlook. Sarah, what would you like to leave this with?

[00:46:58.64] spk_2:
I kind of wanted to touch on steve mentioned tech acquisition and there’s something in the report about shifts in nonprofit technology investment. I would love for people to kind of look at the particular chart for that. I think about it. I’m looking at it right now on my other monitor actually and there are 36% of nonprofits saying that they’re going to invest more in marketing automation. So that’s kind of in line with, you know, the donor acquisition piece we were talking about in the challenges etcetera. And I’m interested to see, you know, what is the R. O. I. On this once this year happens? How do people use it? Was it effective for them? Did they feel like they had enough training? Were they able to use it? Because I don’t really want people to fall into that hole of, here’s the data and now I don’t know what to do with it. So I’m interested to see if there are enough resources out there for folks related to that marketing automation. Are they getting the training? They need to know how to use it effectively. Um I’m just interested to see next year’s results I guess is what I’m trying to say, but I do kind of want to echo steve’s message. I I want nonprofits to know they’re not Lonely islands. There are other nonprofits out there who are obviously facing similar challenges and looking for solutions. Talk to other nonprofits, talk to your peers, uh something that may have worked for them, may work for you, something that works for, you may work for them. So really rely on your community to talk through solutions that you’ve been working through and share the wealth of those ideas because we’re all in it for the same reason and that’s to make lives better for everyone. So definitely share the knowledge.

[00:47:29.48] spk_0:
Alright, messages of hope and inspiration

[00:47:33.08] spk_2:
from

[00:47:34.25] spk_0:
from two directors at one Cause Sarah Sebastian Director of corporate communications steve Lauch, Director of product marketing. The company is at one cause and at one Cause dot com, The report is the 2023 fundraising outlook, steve, Sarah Sarah steve, thank you very much. Real pleasure.

[00:47:55.96] spk_1:
Thanks for having us

[00:47:57.13] spk_2:
appreciate it

[00:48:21.15] spk_0:
next week, purchasing pro tips If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff. The shows social media is by Susan Chavez Marc Silverman is our web guy and this music is by scott stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95%, go out and be great.

Nonprofit Radio for January 16, 2023: Overcome Common Communications Conundrums

 

Erica Mills BarnhartOvercome Common Communications Conundrums

It’s time to change the way you think about marketing, says Erica Mills Barnhart. You’ll make it more successful, find your true believers, and have more fun. She’s CEO of Claxon.

 

 

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[00:01:22.42] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite he abdominal podcast. Oh, I’m glad you’re with me. I’d bear the pain of a phone. Yah. If I had to speak the words you missed this week’s show overcome common communications conundrums, it’s time to change the way you think about marketing says Erica Mills Barnhart, you’ll make it more successful, find your true believers and have more fun. She’s ceo of klaxon On Tony’s take two planned giving accelerator here is overcome common communications conundrums. It’s a pleasure to welcome Erica Mills Barnhart to non profit radio Erica is a communication expert, speaker, author and coach. She’s founder and Ceo of Klaxon focused on teaching companies and leaders how to use words to change workplaces and the world. Erica also serves as an associate teaching professor at the University of Washington. She’s at Erica Mills barn and the company is at klaxon hyphen communication dot com. Welcome e M B

[00:01:37.34] spk_1:
Thank you Tony for having me.

[00:01:39.41] spk_0:
Pleasure to have you. Happy new year.

[00:01:41.33] spk_1:
Happy new year back at you.

[00:02:23.35] spk_0:
Thank you. I hope you enjoyed holidays and time off very much. Let’s talk, let’s talk marketing because this, this is your, this is, this is your world and because you think about this stuff every day and others of us only get to think of it when uh things are not going right, we’re, we don’t feel like we’re, we’re having a struggling with 8.5 by 11 inch blank piece of digital paper and we feel like we have to fill it and it’s not flowing? And we feel like we’re not we’re not reaching our audiences. Maybe not in the right places, maybe not in the right ways. Were people have questions that we feel like they shouldn’t have they, people should know all this. You know, I think all this gives rise to us the rest of us thinking about marketing, but uh, you know, trying to piece it together and go as well. So I know you can uh allay our concerns

[00:02:41.93] spk_1:
and

[00:02:43.64] spk_0:
it doesn’t

[00:02:44.26] spk_1:
have to be that complicated.

[00:02:45.96] spk_0:
Thank you. Thank you. I I feel the same way about the work that I planned giving. Keep it simple. Thank you. All right, that’s enough of me talking. So you want us to change the way we think about marketing? What do you want us to do?

[00:03:00.16] spk_1:
Um I want you to start with the what? Rather than the how,

[00:03:04.21] spk_0:
here’s what I mean.

[00:03:10.17] spk_1:
So you gave, you gave a beautiful example, tony Um I mean years with a blank piece of paper, but oftentimes when we’re thinking about marketing, we go straight to like

[00:03:15.87] spk_0:
should

[00:03:16.21] spk_1:
we be on twitter? Should I be on linkedin? Should be on instagram? Should we do a newsletter? Should be online. But those are all

[00:03:21.69] spk_0:
house

[00:03:27.31] spk_1:
and there are I mean so many house, that’s the wrong question to ask

[00:03:29.45] spk_0:
first.

[00:03:30.79] spk_1:
You first want to ask, what does success look

[00:03:33.55] spk_0:
like? What

[00:03:34.94] spk_1:
are the results that we are looking to achieve? What are the outcomes that we

[00:03:38.58] spk_0:
want? Right?

[00:03:50.20] spk_1:
And these, you know, you want them to align with your organizational goals. Marketing and communication doesn’t means to an end, right? Let’s let’s start there. So it’s always a means to an end, Right? So how is it gonna

[00:03:51.26] spk_0:
support your

[00:03:52.41] spk_1:
organization? So always start with the what and then the

[00:03:55.13] spk_0:
who, who

[00:03:56.48] spk_1:
are you, who do you need to

[00:03:58.24] spk_0:
reach and

[00:03:59.48] spk_1:
engage with in order to achieve

[00:04:02.57] spk_0:
the

[00:04:19.85] spk_1:
goals that you set for your marketing, once those two things are answered and your real clear and don’t move on, like the best thing that you can do for yourself and your team, your organization is to like hold off on the how conversation until you’re what you’re who are very clear. And then, and the reason it’s so important to do in that order is because if you don’t, if you aren’t clear on who your target audience is, you’ll sort of project into the house, like, well, I love an annual report, I’m making this up, Right. Um How about we do an annual

[00:04:32.89] spk_0:
report.

[00:04:34.27] spk_1:
Well, if your target audience is, you know, gen z,

[00:04:38.40] spk_0:
they’re

[00:04:56.67] spk_1:
probably not looking for a, you know, multi page annual report, they’re looking for something really different. So it mitigates projecting your own personal preferences into your strategies and your tactics. So what, who, how, that’s what I call the Klaxon method? What, who, how what who, how always grounded in the UAE the bigger picture y for the organization, but also, you know, with what does success look like?

[00:05:01.60] spk_0:
Why is that important?

[00:05:02.78] spk_1:
Why is that goal important to the organization? Right? Who’s your target audience? Why are those

[00:05:07.40] spk_0:
people so

[00:05:08.72] spk_1:
important to you in the work that

[00:05:09.80] spk_0:
you’re doing?

[00:05:10.81] spk_1:
Right? So always what who, how backed by the way? Um And that keeps things

[00:05:36.55] spk_0:
simple. Which which I’m grateful for. Let’s let’s let’s unpack some of that. Um Marketing is a means to an end. You said it’s you’ve heard you say somewhere it’s in service to your mission. Alright. Let’s let’s let’s start with say a little more about why, why this is merely but an important means to an end.

[00:06:03.64] spk_1:
Yeah. Because if you’re not, if you’re not clear on that, like you’re sort of saying the beginning and I appreciate it. It’s like marketing can be a little existential, right? There’s a lot of the sense of like, I should know what I’m doing. We should, you know, we should be on Tiktok, we should be on all these things, right? It can be kind of like a fear guilt, shame based activity, right? Um

[00:06:07.19] spk_0:
And that’s

[00:06:07.75] spk_1:
when you’re just doing stuff for the sake of doing stuff because you know that you should do it, but you’re not quite, you know, like this, like what you were talking about? Like, I know I should be doing things, but I don’t really want to do. And I know, right. I just want to release that for people in the way. One of the ways there’s a few ways, but one of the ways that you do that is by really reminding yourself like doing this just for the sake

[00:06:27.75] spk_0:
of it, right?

[00:06:40.76] spk_1:
We’re not posting on Tiktok if you decide or linkedin, we’re not putting on newsletters or annual reports. We’re not doing any of that just for the sake of it. We’re doing it because it’s a service storm mission. It is in support of our mission. And that just, you know what I found because I’ve been doing this for almost 20 years, it can really calm people down. It can help you get grounded and then you can get that clarity and focus going

[00:06:54.14] spk_0:
alright. You also said start with outcomes. What does, what does success look like? Right. All right. So what are some of these, could you give us some like, sample outcomes? Is it, is it fundraising related? Is it, uh, engagement on linkedin related or maybe it’s all that, you know, give us some sample outcomes to, to start with,

[00:07:21.65] spk_1:
um, in for nonprofits, there’s sort of a hit parade. Right? So fundraising for sure. Um, programs definitely, um, sometimes can be internal engagement also

[00:07:27.57] spk_0:
by the way.

[00:07:28.53] spk_1:
Um, if we’re talking internal, but I’m going to keep the conversation sort of focused external. But I just want to note that, right? Sometimes you actually need internal marketing in order for the external activities. Marketing to be

[00:07:38.44] spk_0:
Successful. And internal internal outcome might be 50% reduction in turnover. Exactly like that.

[00:07:48.07] spk_1:
Yeah, exactly. Yeah. That’s a simple

[00:07:49.30] spk_0:
minded ones. I’m scratching the surface, simple minded, you know. But for

[00:08:08.12] spk_1:
non profits, it’s always gonna be fundraising and programs. Right? But there’s a third that actually it will surface uh, initially, which is raising awareness and when I work with clients

[00:08:12.42] spk_0:
so

[00:08:26.27] spk_1:
mushy. Exactly, tony It’s like very amorphous also. So that’s fine. Oftentimes you do need to raise awareness, but you’re going to add two words raising awareness. So that dot dot dot right?

[00:08:28.11] spk_0:
It’s

[00:08:28.39] spk_1:
Fine to raise awareness, but it needs again raising awareness. So that what so that you bring in, you know, more donors so that you increase your retention rate, you know, for existing donors. So that you attract 100 new clients or custom, you know, whatever it is. It’s, it’s like the means to an end to the means to an end that is marketing.

[00:08:47.87] spk_0:
Yeah, right. We have to hold our feet to the fire, raise awareness. Okay. 11 person in the community now knows that we exist who didn’t know. Okay, we raised awareness. We’re done.

[00:08:58.39] spk_1:
And you know what I want to say. Get

[00:09:01.02] spk_0:
away with that.

[00:09:01.99] spk_1:
The balance of staff versus volunteers or board members for your, for your podcast listeners. But the people who are, who offer raising awareness as a goal in and of itself, mainly board members.

[00:09:15.55] spk_0:
It’s

[00:09:16.61] spk_1:
often board members. Um but this comes from a from a beautiful place. So I also want to acknowledge that they’re so excited to work with the organization, right? Like of course they want people to know about,

[00:09:27.85] spk_0:
you know, we

[00:09:28.39] spk_1:
want more people to know. So I want to say it comes from a really beautiful place that we want to honor that, right? And and then also go to that next step, because that’s where things get strategic.

[00:09:45.21] spk_0:
Okay, okay, thank you. Alright, so, so we’re starting with our objectives. Um you you want us to have objectives that are objective neutral?

[00:09:50.75] spk_1:
Yes,

[00:09:51.61] spk_0:
talk about that.

[00:10:10.09] spk_1:
Yeah, well, so I distinguish between goals and objectives and it’s, you know, it doesn’t really matter, it’s a little nitpicky, but I have found and I have a podcast, communicate for good. And one of the early episodes is dedicated entirely to this topic, which is um I find it helpful if you’re semantically

[00:10:13.22] spk_0:
tidy,

[00:10:27.85] spk_1:
right? So that you have organizational goals and then you have marketing objectives or communication objectives and it just sort of reinforces that hierarchy of marketing and communication being in service to the organization and the organization’s mission. Um

[00:10:28.56] spk_0:
you know, and we’re here to talk about the klaxon method, so that’s fine.

[00:10:32.78] spk_1:
So we’re

[00:10:33.97] spk_0:
gonna we’re differentiate between objectives and goals. Starting with starting with objectives?

[00:10:43.92] spk_1:
Well, no, you would start with goals, organizational goals, organizational goals don’t move onto marketing. Let’s say

[00:10:47.11] spk_0:
that like

[00:10:48.41] spk_1:
if you’re not clear on your organizational goals, no marketing for you yet.

[00:10:52.49] spk_0:
And

[00:10:53.18] spk_1:
again, that can be simple too. I’m sure you’ve had other folks on here. You talked about this. You don’t need to be complicated to be effective with your goals, but you gotta have those. Otherwise you can’t move on to the marketing objectives because you don’t

[00:11:05.23] spk_0:
know, right?

[00:11:14.47] spk_1:
You don’t know what you’re being in service to. So, um, and yeah, you want the objectives to be something you can measure. Like did we make progress over, you know, a quarter or a year or whatever your time horizon is. Did we make progress? Did we increase

[00:11:21.13] spk_0:
retention? Did

[00:11:29.95] spk_1:
we grow acquisition? Do we have more donors? Right. Um, so it has to be something that you can measure. And oftentimes

[00:11:31.67] spk_0:
we

[00:11:32.42] spk_1:
resist in the nonprofit space getting this

[00:11:35.85] spk_0:
concrete right.

[00:11:43.15] spk_1:
We’re like, well, you know, we’ll just increase retention. Let’s stick with that because increasing retention is fantastic. But we don’t say by what percent right? Or by how much? Um, and this, what I find most often is that’s a fear of failure.

[00:11:53.77] spk_0:
Oh yeah. Right. We don’t,

[00:11:56.26] spk_1:
if

[00:11:57.31] spk_0:
we put a number to it now, we’re now we’re gonna be accountable at the end of whatever our time period is and you know, there’s the acronym for smart goals specific measurable. Is it attainable achievable is realistic

[00:12:14.20] spk_1:
and time and

[00:12:15.37] spk_0:
time bound. Right, okay. smart goals and that, that’s, you know, folks, you know, our listeners just google smart goals, You’ll find a million articles on

[00:12:25.38] spk_1:
smart what smart

[00:13:08.49] spk_0:
stands for and what smart means and etcetera. So, um, yeah, but right. But if we’re not gonna, but we’re not gonna be realistic and, and hold our own selves, hold ourselves in our organization accountable. You know what I mean? We’re supposed to be running this thing like a business. It’s a nonprofit business, but it is a business. I’m not saying, I don’t mean business pejoratively like cutthroat, but you know, we’re running a business here. We have employees, we have people who are serving or counting on us for, for for what we deliver. We have people who support us. They don’t necessarily buy things, but they support us with their time and their money more, You know, so, so I believe it is a business and it should be

[00:13:11.23] spk_1:
corporations, right? Nonprofits are, are technically corporations. Yeah,

[00:13:26.57] spk_0:
they are, they’re just non profit corporations. So, so, so don’t be afraid to hold yourself accountable. And, and so this leads to something that you believe that failure should be, not, not feared, but you know, accepted. And so, so, so don’t be afraid. I’m gonna give you a second. Just so folks, you know, don’t be afraid to set goals and objectives that are measurable. So, you know, whether you’ve achieved them because failure is not, um, I’m not gonna say failure is not an option, because that’s not true, failure should be, should be accepted and maybe even embraced, you learn something,

[00:13:59.38] spk_1:
it’s all in and what you do with the failure, right? I mean, it’s it’s, it’s somewhat inevitable, like we were all coming through covid, right? We tried all sorts of things, like we just had kind of had a failure fest in a lot of ways over the past few years and if you look at like how the sheer volume of things we learned,

[00:14:15.61] spk_0:
that’s

[00:14:18.03] spk_1:
success, that’s winning, right? Like failure has such a negative connotation and I do want to unpack this a little bit because I can imagine that that you have listeners and they’re like, that is not an option in my organizational culture, it’s not safe to fail. So this is, this is a leadership issue, issue in a culture

[00:14:34.67] spk_0:
issue, right?

[00:14:45.07] spk_1:
Like we have to lay this firmly at the feet of the leadership, that is where this culture either is or is not created. Um, and when, when, when failure isn’t an option just to play that out a little bit, people play

[00:14:49.72] spk_0:
small, they’re

[00:14:51.03] spk_1:
doing the same things over and over again, right? You actually become less effective over time,

[00:14:55.64] spk_0:
small, safe,

[00:14:56.80] spk_1:
safe. This is how we do it. And you know, this is how we do it a shorthand for, this feels safe to me,

[00:15:02.68] spk_0:
right?

[00:15:04.01] spk_1:
So, so a piece of this

[00:15:05.15] spk_0:
is

[00:15:08.38] spk_1:
psychological safety, this feels safe to me, right? And so you have to bring great intentionality as a leader when I’m coaching, you know, I do a lot of coaching one on one with leaders and with teams about one on one. We talk about failure a lot, like, because you have to start with what’s what’s your personal relationship with

[00:15:21.36] spk_0:
failure? Because

[00:15:27.70] spk_1:
failure feel safe to you, because if it doesn’t feel safe to you, well, that’s first step for you, right? You can’t be up there pontificating about like sailors, great, we’re gonna embrace it and meanwhile you’re like, oh my God, please, I never wanna fail. Um that’s not gonna work. You know, you have to unpack that. Like, what is your subconscious mind telling

[00:15:40.73] spk_0:
you, what

[00:15:41.00] spk_1:
are your beliefs about failure? What was modeled for you growing

[00:15:44.36] spk_0:
up around

[00:15:49.17] spk_1:
failure? You know, you have to do that inner work first that inner game, and then when you’re like, okay, I see the positivity and failure, then you can bring that forward um

[00:15:56.96] spk_0:
as

[00:15:57.51] spk_1:
a leader, but really this is about culture and it’s about leadership.

[00:16:28.35] spk_0:
Yeah. And I would say, you know, if if you’re in a place where failure is not at least accepted, I mean, we’re not gonna we’re not cheering for it, but at least accepted. You know, it may not be the right place if you because because it is it’s a place that’s playing like you said Erica it’s a place that’s playing safe and small, and, you know, we have enormous problems. Whatever whatever work you’re doing from education to animal welfare to the environment or whatever religion, whatever you’re doing, we’ve got a lot to do and playing safe and small is not going to get us there.

[00:16:48.96] spk_1:
Yeah. But you know what’s interesting tony is when we look at both like inter internal to the sector, but also external constraints to the sector. Um, but I just always wanna acknowledge when we talk about failure as it relates to nonprofits and they’re very

[00:16:53.60] spk_0:
world

[00:17:17.46] spk_1:
changing work. Like donors are not always super jazzed about the idea of failure. So there are some legitimate external constraints, funding constraints, largely funding related or partnership related, but mainly funding is what we’re talking about here, where it’s like, no, we’re not, no, that’s not on the table. And so you have to, you know, really figure that out for you. You know, look at your funding sources and risk tolerance and failure tolerance as it relates to those and then figure out like how can, how can you create a funding portfolio that does allow you to take risks. It does allow you to fail. Um, so I just always want to acknowledge, you know, uh, you know, listeners, if if you’re getting funding from pretty traditional sources that have like where that’s not an option. I just want to acknowledge that that’s a dynamic.

[00:17:42.67] spk_0:
Okay. Yeah. And I’m, I’m not disagreeing.

[00:17:46.40] spk_1:
Yeah, I don’t, I just never want to come off as like failure and embrace it and say hooray and whatnot. You know, like given given all the variables that leaders are dealing with. I just I want to acknowledge it’s not it’s it’s it’s messy, right? It’s

[00:18:25.62] spk_0:
part of that also is messaging though the way you, the way you go back to those funders and and and and even not only after the fact, but before before, you know, right before here’s something we’re going to try and launch this program and we’re gonna try to reach 2500 people in the next year, you know, but acknowledging that that’s that’s a stretch, you know? So I mean there’s there’s messaging, maybe it’s even marketing involved in all those in the whole process

[00:18:41.95] spk_1:
relationship building, right? So if from the I would hope like when I, you know, was in development that one, um you know, especially with institutional funders, um you know, you have the conversation up front, so are we gonna set big audacious goals together

[00:18:49.82] spk_0:
and if

[00:18:50.61] spk_1:
so we might not achieve them. What are we gonna do when we don’t achieve

[00:18:54.14] spk_0:
them? Right,

[00:19:08.68] spk_1:
Like and having those conversations upfront, what are we gonna do if we do? Because that’s what we’re going for, what are we gonna do if we if we don’t right? And where the course corrections gonna gonna come along the way, you know, I started talking about this idea of micro communication, which is, we tend to think about like big picture communication and big picture messaging and you know, a lot of my work with clients is

[00:19:17.25] spk_0:
developing,

[00:19:38.44] spk_1:
I call them identity statements but mission vision values, purpose statements right? Like you nail that and the rest of your messaging becomes so much easier, right? It just all closed. That’s lead domino. So we always start there. Um, so rightfully so big big ticket, big ticket messaging and communication elements. But increasingly, especially given what happened to our brains and our essential nervous systems with Covid,

[00:19:44.63] spk_0:
I’m

[00:19:45.16] spk_1:
really working with clients about being more attentive and intentional about micro communication. So what’s happening in between the big moments? How are you creating that

[00:19:54.10] spk_0:
connectivity?

[00:19:58.74] spk_1:
Right? And this can be very light touches doesn’t need to be a big deal. But like

[00:19:59.99] spk_0:
what? Give an example of what you’re talking about

[00:20:02.56] spk_1:
text message, right? Like hey, just checking in. We had a, we had a, we had a big day today, you know, we had our, you know, 100 people signed up just wanted you to know, you know, pop them a quick email, we don’t have to like wait rather than waiting for the formal report,

[00:20:16.67] spk_0:
you

[00:20:16.86] spk_1:
know, share the winds as they come in. And even if it’s just, you know, like I’m very attentive to my instincts. Um, you know, your gut, you know, people are like, oh, it’s like, well it actually is millennia

[00:20:28.67] spk_0:
of

[00:20:29.11] spk_1:
information that we all have inside of us. So I’m pretty

[00:20:31.46] spk_0:
attentive anytime

[00:20:32.66] spk_1:
somebody pops on my radar,

[00:20:34.41] spk_0:
follow your instinct. But I’m a huge believer in following your instincts,

[00:20:38.18] spk_1:
right? Like it’s telling you something

[00:20:40.91] spk_0:
anytime

[00:20:45.45] spk_1:
someone just pops on my radar and this is multiple times a day I stop what I’m doing and I pop, it depends on how they like to be communicated with, right? But it could be email. It could be a text, it could be facebook messenger, you know, whatever it’s gonna be. And I just say, hey, you popped on my radar.

[00:20:56.25] spk_0:
Uh, you

[00:20:57.20] spk_1:
know, I’m thinking of

[00:20:59.35] spk_0:
you, you

[00:21:00.20] spk_1:
can do that. You know, in a relationship with your funders and your donors as well. Like I think we’re in a place where a little more humanness is allowable. Um, and actually craved.

[00:21:12.03] spk_0:
Yeah.

[00:21:12.32] spk_1:
And also just from an internal communication perspective, there was an article recently based in Harvard Business review based on some research at the University of pennsylvania. And it was about what staff employees are looking for from their managers. And

[00:21:28.32] spk_0:
um, it was

[00:21:31.29] spk_1:
micro understanding. So this is what got me think about micro communication, right? And micro understanding meaning I don’t want you in my business. I don’t want you to be micromanaging me, I want you to understand me. Don’t you understand what happens for me over the course of my

[00:21:44.41] spk_0:
day because

[00:21:51.65] spk_1:
we are remote or hybrid for the most part, um, definitely not going away. Don’t you understand what that means for me and to me,

[00:21:54.76] spk_0:
so that

[00:21:55.14] spk_1:
was a really interesting evolution and and uh and an invitation for leaders to really be thinking what does micro understanding look like? And then my next step with that is and what is micro

[00:22:05.26] spk_0:
communication based

[00:22:06.98] spk_1:
on that? Right?

[00:22:07.97] spk_0:
All more humanness to like

[00:22:09.81] spk_1:
that Humanness,

[00:22:51.74] spk_0:
more humanity. So then um All right, so uh audacious go well, we talked to them about, you know, having audacious goals. Not not that goes back to you know, not playing small and safe and no, and that’s where this yes, our our digression on failure and micro communications came when I said it may not be the right place for you. What I meant was you know, if if leadership is not accommodating at you know, at least accommodating being audacious willingness to fail. Uh you know, then you have to evaluate whether that culture can change and if you’re not sure that it can evaluate whether that culture is the right place for you. That so that that was you know, I’ve

[00:23:02.98] spk_1:
also worked with um you know, leaders who

[00:23:08.55] spk_0:
were they

[00:23:09.18] spk_1:
are genuinely risk averse,

[00:23:10.74] spk_0:
but

[00:23:24.71] spk_1:
that does not, that doesn’t fire them up. It makes it very uncomfortable, right? So I just wanna say on the other side of it, you know, just is it a culture fit for you can be anywhere along that continuum. But I I love the question right? Like is this a fit for me? Right? I feel like so often

[00:23:30.51] spk_0:
we’re

[00:23:31.33] spk_1:
like, you know, when I, when I teach at the university of Washington in the oven school, the public policy and governance, um when I talk to my students and I mainly work with graduate students, so they’re getting their master’s degrees, They’re like rock stars, they’re amazing, they’re just amazing. And they get to the point in the, you know, in their time and they’re interviewing for jobs. And I always say to them, is

[00:23:51.91] spk_0:
when

[00:24:03.67] spk_1:
they’re making you the offer, you you you are in the power position, ask for what you want because it’s like, oh my God, they want me and then you don’t negotiate because you’re like, oh, they, they like me. Oh, and I’m like, no, no, no, no, no, no, no, no. You hold all the cards in that

[00:24:09.85] spk_0:
moment.

[00:24:10.69] spk_1:
They don’t want to go through that again. You hold all the cards and it’s sort of similar like,

[00:24:16.40] spk_0:
and we’re seeing this

[00:24:24.37] spk_1:
with quiet quitting and, you know, a lot of other movements. It’s like this openness, like maybe this isn’t what I want. And so there’s a lot of, you know, downsides and tough stuff happening right now obviously,

[00:24:29.74] spk_0:
but I think of

[00:24:51.07] spk_1:
bright, I mean I’m I’m a total optimist by nature. Um so I’m always looking for the silver lining in the bright spots while acknowledging the darkness um is this for me, is this what I want? Is this who I want to be? Is this where I want to be? You know, like there’s just a different and that that’s like authoring your life and I want to, I just want to invite listeners to like, this is your one, this is it, Right?

[00:24:57.13] spk_0:
Uh

[00:24:58.55] spk_1:
and you’re wonderful.

[00:24:59.98] spk_0:
And

[00:25:08.49] spk_1:
so are you offering your life, are you like making it happen for you as opposed to like that? It’s happening to me, stance is demoralizing and again, from a leadership perspective, are you inviting that sense

[00:25:12.76] spk_0:
of,

[00:25:13.71] spk_1:
is this for me? How is this for me? Um and encouraging

[00:25:17.32] spk_0:
that regardless

[00:25:18.75] spk_1:
of your risk tolerance by the way?

[00:26:28.28] spk_0:
Right. Right. I love the idea of making the life that you want, not defaulting into the life that lots of other people have made before you just because you know, and that might be taking a year or two off before, you know, to do, to do volunteer work or to travel and you know, there there are myriad different ways. It involves your personal relationships, your, your professional relationships, your relationship with family. I mean turn this into a therapy session, but intentional about the life that you make for yourself and a significant part of that, although it seems like maybe in declining proportion, but still significant is your work. The work you do. The reason I say that maybe in declining proportion is because since the pandemic, I think work has become less significant to large swaths of, I don’t know about the world. So I’ll just focus on our country. I think work has become less or

[00:26:39.98] spk_1:
at least differently significant. Like the way I’m experiencing it with my clients and you know, friends and colleagues, it’s differently significant, which isn’t good or bad, but it does feel different, right? Like it’s holding different space in people’s lives. And I think part of that is the sense of agency that’s

[00:26:46.61] spk_0:
like maybe it doesn’t

[00:26:47.85] spk_1:
have to look like this. And also by the way, you can honor,

[00:26:51.11] spk_0:
you

[00:26:59.26] spk_1:
could like, you know, I’m a woman. I like there are women who carved the path so that I could do what I want to do and I honor

[00:27:00.05] spk_0:
that while

[00:27:01.57] spk_1:
doing things differently and while doing them on my own terms, like you can hold both of that and I think sometimes it can feel a little like, but this is how insert person who’s important to you or who you respect, did things you can respect and honor that

[00:27:15.20] spk_0:
and do

[00:27:16.59] spk_1:
it your own way.

[00:27:17.36] spk_0:
Yeah, we can hold both these

[00:27:18.73] spk_1:
thoughts. You can hold both

[00:27:29.36] spk_0:
of course. Alright, well I made us digress from uh strict marketing communication. So let’s let’s go a little back. Um true believers. We have you want us to find true believers, help us. What are what are, who are our true believers and or what are they in the abstract And how do we find our

[00:27:59.69] spk_1:
okay, so in the world for marketing, generally speaking, in particular for nonprofits? There are three types of body of people in your audience is okay. And I’m not using these terms in their religious sense, using them sort of neutrally. Okay believers, agnostics and atheists. So believers believe what you believe. If you are on a mission to eradicate extreme global poverty, they’re like, yes to that. If it’s too, you know, spayed and neutered dogs and their yes to that, right? They believe what you believe. Agnostics might believe what you believe.

[00:28:14.55] spk_0:
Um, but

[00:28:15.88] spk_1:
you need to persuade them a little bit, right? Maybe it’s not top of their list or maybe it’s like, how you do it or whatever, but they’re they’re removable, right? You can, you can,

[00:28:23.26] spk_0:
you

[00:28:25.06] spk_1:
know, so you might think of them as like uninitiated believers.

[00:28:28.81] spk_0:
Okay.

[00:28:34.04] spk_1:
But they’re they’re they’re in the middle and then atheists don’t believe what you believe. And um, so one thing that comes up is it feels fantastic to convert an atheist, right? Like any time I do a big public talk and we talk about this, there’s always somebody who never believes, like, yeah, but there was this guy and you know, he was, he was against us. He was again, you know, we really kept working on him and now he’s a, you know, he’s a donor. My question back is that’s great. But what was the opportunity cost of converting one? Atheist versus connecting with 1000

[00:29:01.34] spk_0:
believers

[00:29:02.58] spk_1:
like which one? Which one is advancing your mission more dramatically? I mean, except in the world of politics, I just wanna, that’s the caveat, that’s its own little different things.

[00:29:12.90] spk_0:
Um, it’s

[00:29:14.91] spk_1:
all about connecting with your, with your believers.

[00:31:38.28] spk_0:
It’s time for Tony’s take two. It’s planned giving accelerator season. I’m giving 50% off the full tuition for the month of january. So all this month, 50% off full tuition. The class starts in early March 1st week of March and will be done by Memorial Day. It’s a three month class. You’ll spend an hour a week with me. Well that may not be the biggest selling point. You’ll spend an hour a week with your, who will become your friends in our zoom meetings always set up as meetings, not webinars. If you know the difference, you’ll know that you can talk to each other. There’s no, there’s no putting questions and comments in a chat box always set up as meetings. These folks will become your friends. They will be similarly situated in small and midsize nonprofits wanting to launch planned giving. All right. This is, this is what we do together. Oh and and I am there too. And I’m teaching and you know, I’ll be guiding you, giving you the resources you need, like sample, um, Uh, donor letters, template letters, um, marketing materials? Uh, a power point for when you talk to your board and that’ll be one of the meetings we have together is acquainting your board with planned giving and perhaps soliciting your board, identifying your top prospects and soliciting them, identifying your tier two prospects and identifying them, etc. All the info is at planned giving accelerator dot com. I hope you’ll be with me, love to have you. And that’s Tony’s take two. We’ve got boo koo but loads more time for overcome common communications conundrums with Erica Mills Barnhart. Give us some, give us some ideas about how to, how to get, maybe get somebody from agnostic to, uh, to believe her. Those people are those, they work the return on investment. The agnostic community.

[00:31:50.77] spk_1:
Yeah. You know, for the most part, you have to be doing both. So, so a lot of marketing those optimization, right? So it’s for whom are we optimizing? Um, and in general,

[00:31:52.86] spk_0:
if you’re

[00:31:53.42] spk_1:
optimizing well, like with your messaging, right? So, so you have a message and it really speaks to the hopes Dreams, wants needs

[00:32:00.22] spk_0:
of

[00:32:01.22] spk_1:
your believers. That’s gonna be enough to like get your agnostics interest is going to perk up their ears for your believers. They’re like woo. And you’re off to the races for your agnostics. Um,

[00:32:13.34] spk_0:
it’s gonna take

[00:32:14.01] spk_1:
just a little more conversation,

[00:32:15.80] spk_0:
right?

[00:32:16.70] spk_1:
And so, you know, questions are your friend,

[00:32:20.07] spk_0:
like

[00:32:32.25] spk_1:
we default into this. Like if I tell them everything out of the gate, then maybe I’ll hit on something and that is interesting to them and you end up just like, right? And I always say when you tell someone everything, they remember nothing and that comes from like a worried place actually, right? So again, like that you’re gonna hear a theme which is

[00:32:38.05] spk_0:
like you’re

[00:32:39.37] spk_1:
the authority

[00:32:40.86] spk_0:
in

[00:32:41.13] spk_1:
what your organization does show up as the authority ask questions, right? Because the answers to the question, that’s how you’re gonna get that, then you know what they’re interested in and you can feel a little scary at first to do this. If again, if it’s not we’re used to doing or that’s not the culture, um,

[00:32:58.53] spk_0:
get

[00:32:58.82] spk_1:
them, you know, ask questions, just find out

[00:33:00.99] spk_0:
what, what

[00:33:02.42] spk_1:
is it about, what you do specifically? So it’s like there’s a level of specificity and understanding agnostics that you need to move them might refer to it as an engagement cycle. From knowing the organization to understanding the organization, to engaging

[00:33:17.89] spk_0:
believers

[00:33:18.63] spk_1:
move along that cycle real quickly.

[00:33:20.35] spk_0:
You need

[00:33:21.07] spk_1:
to spend more time that zone of understanding and helping them understand what you do with agnostics.

[00:33:27.72] spk_0:
Is this all consistent with uh Simon Sinek, his his core belief that people don’t buy what you what won’t buy, what you don’t buy what you do, they buy, why you do

[00:33:41.92] spk_1:
it

[00:33:46.23] spk_0:
consistent? Okay, okay, so say a little more about the engagement cycle now, you can’t shortchange non profit listeners with like a 12th drive by of the engagement cycle.

[00:34:15.73] spk_1:
I mean marketing and messaging is like very fundamentally all about moving folks around this engagement cycle. And it actually doesn’t matter if you’re like buying toothpaste or you’re trying to get, you know, a new donor. It’s like everyone has to go from knowing to understanding to engaging. And I got, I got specific about this because what can happen, this is unique to nonprofits is because we care so deeply and passionately about what we’re doing. There’s kind of this like to know me is to love me, to know me is to engage, why wouldn’t

[00:34:24.05] spk_0:
you Right?

[00:34:25.73] spk_1:
And then you skip over

[00:34:28.43] spk_0:
the

[00:34:38.12] spk_1:
understand phase and, and that’s really a miss and it’s a miss because like let’s take the events I pick on events a lot. Um, events are a classic example of moving someone from knowing to engaging right? Like I care about something I invite you tony and some other folks to sit at my table at, you know, the lunch and the dinner you come because you know me, maybe you care maybe you don’t and then there’s an

[00:34:53.45] spk_0:
ask rightfully.

[00:34:54.84] spk_1:
So, you know, we should ask for the support.

[00:34:58.51] spk_0:
But if

[00:34:58.93] spk_1:
you go from no to engage that

[00:35:00.39] spk_0:
quickly and

[00:35:08.97] spk_1:
you don’t plan and this is what I see again and again and again with nonprofits is there isn’t a plan for, okay, how am I going to go back to tony and

[00:35:09.71] spk_0:
sort of,

[00:35:10.38] spk_1:
you know, back up the caboose like understanding what what you tony care about as it relates to my organization.

[00:35:15.74] spk_0:
The important follow up

[00:35:22.23] spk_1:
the important what Yes, very intentional follow up. Um, and this is where you know, like retention comes into play, but it’s really interesting. Like you know, you say these things just like, why wouldn’t you do that? That’s weird. Why are you saying that out loud? Of course you would do that. It’s, it’s stunning how often it doesn’t happen. And it is this like really fabulous.

[00:35:38.80] spk_0:
Well tony

[00:35:39.55] spk_1:
Gave money of course he loves what we do and we lump, you know, then we lump you in with somebody who’s given to the organization for five

[00:35:45.40] spk_0:
years now.

[00:35:49.29] spk_1:
Your current donor, not everybody does this. I’m sure listeners, I’m sure there’s some of you like, no, no, we nailed it on the follow up. Like, you know, that’s not so I’m, I’m painting a wide with wide

[00:35:58.73] spk_0:
broad

[00:36:05.49] spk_1:
brush strokes here. But I have seen this so often. Um, and it’s heartbreaking because then you don’t, you know, maybe you don’t come back to the event the next year. You haven’t been nurtured and then your one time donor and that’s super

[00:36:12.46] spk_0:
expensive. That

[00:36:13.86] spk_1:
is low R. O I

[00:36:15.74] spk_0:
I

[00:36:15.97] spk_1:
want the highest return on investment possible.

[00:36:23.45] spk_0:
I’m guessing you’re a big believer in segmentation. Yes, I believe segmentation,

[00:36:26.43] spk_1:
but but not over segmenting.

[00:36:29.46] spk_0:
I

[00:36:29.89] spk_1:
feel like given some of the databases that we

[00:36:32.20] spk_0:
have,

[00:36:36.46] spk_1:
you can almost use it as a stalling tactic like well we’re not ready to like send out our appeals because we haven’t you know, segmented enough. So I just like it’s

[00:36:44.03] spk_0:
it’s a

[00:36:52.28] spk_1:
bit of an art. There’s an art to the segmentation in addition to the science. So yes. I’m a fan of segmenting. Um and not crossing the line into over segmentation as sort of a stalling tactic to doing the work.

[00:36:59.11] spk_0:
All right. I’m not I’m not clear on this. I mean anything. Yeah, I agree. I mean anything can be overdone and used as a used as an excuse uh as an excuse for immobility. What what what is what what’s over segmentation? Like what’s

[00:37:15.61] spk_1:
your database rather than sending out the appeal?

[00:37:17.85] spk_0:
Oh okay.

[00:37:20.95] spk_1:
Yeah.

[00:37:22.33] spk_0:
And and segmenting we want to segment right by interest. Maybe if we know someone is interested in the spay neuter program then then those are the those are the touch points. Those are the data points. Those are the stories we’re gonna share with them. Not the uh not the adoption, not the adoption and rescue program.

[00:38:06.00] spk_1:
Yeah exactly. Like what are what are their interests? And so you know any organization will know in advance. Like here’s kind of our top three top three things we do. Top three ways that we services, we offer our ways that we go about um taking care of animals. Um So you start there again offering, right? So yes you want the information and you know your organization best. So start there and then you can put people in the file folders as it were.

[00:38:20.57] spk_0:
And you’re gonna find out what their interests are, not only by their giving, but by asking the questions that you were talking about earlier. You know, what, what moves you about our work? What brought you to us? What do you love? And

[00:38:21.93] spk_1:
how do you like to be communicated with?

[00:38:24.28] spk_0:
Yeah,

[00:38:32.28] spk_1:
we have like a pretty strong email default setting now, I would say. Um, not everybody loves

[00:38:34.26] spk_0:
that. You

[00:38:46.37] spk_1:
know, I’m seeing, I have clients who are having great success with kind of not, not not doing email. That’s always gonna be a part of what you’re doing. But taking the time to like, actually, you know, back to snail mail. Um, you know, really working direct mail. I feel like direct mail is like having to come back.

[00:38:54.25] spk_0:
Yeah. It’s always strong. I think it’s always so

[00:38:57.88] spk_1:
much stronger than people. Whenever I like show the stats on direct mail, they’re like, what?

[00:39:01.91] spk_0:
Especially when you’re writing to people who love you already. Your mail is not their junk mail, they’re giving to you. They’re supporting you. They’re spending either their time or their money with you. They’re gonna open your letters.

[00:39:24.27] spk_1:
Yeah. I spent a lot of time talking about delight with my clients. How can you delight them? And it’s, it’s just, I mean, it’s a delightful conversation to talk about delight a lot of the work, You know that that nonprofits do is it’s heavy, it’s hard. Um

[00:39:36.19] spk_0:
And so delight

[00:39:36.92] spk_1:
can feel a little antithetical uh trivializing the work. And so I’m not trying to, you know, don’t trivialize the work and don’t trivialize what you’re sharing. Um But can you can you create delight in

[00:39:50.65] spk_0:
how

[00:39:51.08] spk_1:
it is delivered in some form or fashion? I think delight is a gift um in this day and age and it activates people’s particular activating system, which is opens, opens them up to whatever comes next. It

[00:40:03.25] spk_0:
also sounds like fun, right? You can be willing to have fun. Don’t be afraid to have fun. Right?

[00:40:08.60] spk_1:
Yes.

[00:40:10.03] spk_0:
Fun. Yeah.

[00:40:11.83] spk_1:
Yeah. I mean listeners can’t see it, but I do have a string

[00:40:14.33] spk_0:
of holiday

[00:40:15.77] spk_1:
lights around my neck.

[00:40:16.75] spk_0:
I was thinking about saying it right this minute to yeah, got christmas lights multicolor.

[00:40:21.22] spk_1:
I mean it’s been an intense year.

[00:40:24.21] spk_0:
It’s a necklace necklace of

[00:40:25.80] spk_1:
christmas.

[00:40:26.68] spk_0:
The old, the old style big bulb type, not the

[00:40:30.09] spk_1:
right. Yeah. There’s nothing, there’s nothing sophisticated about these lights

[00:40:35.05] spk_0:
there.

[00:40:39.10] spk_1:
Dr Seuss lights. And I put it on this morning cause I’m, you know, I’m talking with you and I like have a lot of stuff and I’m like let’s have a lot of fun

[00:40:56.85] spk_0:
please please do? Alright, we still have more time together. E. M. B. Erica Mills Barnhart. What else, what else would you like to talk about marketing doing it differently. Thinking differently that we haven’t talked about yet.

[00:41:23.14] spk_1:
You know, one of the things I, this is not a unique to me type of thing, but I really invite listeners to think about what they can let go of to do less. What I consistently see is organizations doing too many things. Um and often the reason for that is far more like fear of missing out often, often to double down that this comes from board members. So if you’re a board member listening, you may have a fabulous idea for marketing, Thank you very much for that. And

[00:41:32.87] spk_0:
go

[00:42:05.73] spk_1:
back to the klaxon method, what does success look like? Who’s our target audience? So does your idea, which is a, how is that really going to resonate with the target market? This is why working the method is so important. Part of it. It grew out of like I wanted a way for to kind of mitigate positional authority negatively impacting marketing outcomes, right? Because if you’re a staff member it can be tough to say no right, It really can be. And so then you end up with kind of a bloated number of marketing activities that you’re doing. Um so it’s early in the year, like the work I’m gonna be doing with clients and I am hosting monthly free Ask me Anything sessions starting in january 2023 So you’re listening and you’re curious, come to come to an A. M. A. Right? Like what can I take off my plate? I’ve been doing this so long that it’s, and I’m right, I’m objective. So I can be like, don’t do that.

[00:42:25.49] spk_0:
Take that. Where can we learn about the go to

[00:42:35.03] spk_1:
Klaxon dash communication dot com, backslash newsletter sign up because it’s for newsletter subscribers. That’s how you’re going to find out about like get the zoom link and all

[00:42:39.53] spk_0:
that. You say dash. I say hyphen hyphen. Okay. You don’t mind hyphen.

[00:42:43.99] spk_1:
Maybe that’s an east coast west coast thing.

[00:42:50.91] spk_0:
Maybe it is Klaxon dash Klaxon hyphen. You say you would say dot com though, right? You wouldn’t say that period

[00:42:55.32] spk_1:
correct. I just think about that. Yeah. Dot com. Dot org.

[00:43:01.43] spk_0:
It’s your company. Use dash. I just, I don’t know. I learned hyphen maybe in law school. Maybe I learned hyphen in law school. I don’t know.

[00:43:07.86] spk_1:
Oh, 100% seems lawyer lawyerly.

[00:43:11.04] spk_0:
It sounds like it’s

[00:43:11.94] spk_1:
very technically accurate,

[00:43:13.49] spk_0:
right? Like aiding and abetting it’s, you know, you have to duplicate the words in case you didn’t get it with aiding. Like I gotta, I gotta double down with abetting. Yeah.

[00:43:29.28] spk_1:
So that’s one thing I would say and part of it is like I just want to, I give all your listeners and all non profit people? Just a permission slip to do less.

[00:43:30.40] spk_0:
What kinds of things, what kinds of things we do less of?

[00:43:37.36] spk_1:
Don’t be on so many social media channels, knock it off. You don’t need to be on all of them unless you are a very, very large organization, which as we all know listeners. So there aren’t that many nonprofits that are big enough to support

[00:43:46.64] spk_0:
the very big right University of Washington is not listening to us

[00:43:50.29] spk_1:
go dogs. But no, they’re not

[00:44:05.61] spk_0:
Erica is in Seattle Seattle Washington. Um, well we just talked, well, my guests just last week, I talked about what’s going on twitter amy sample ward and you know, for the new year, whether whether you want twitter maybe, you know, her advice was just evaluated objectively.

[00:44:12.81] spk_1:
I literally tony Just had this conversation with my client yesterday. One of them was

[00:44:16.92] spk_0:
a good time to think, take a step back,

[00:44:20.96] spk_1:
take a step back. But,

[00:44:21.75] spk_0:
and, and

[00:44:23.22] spk_1:
you know that, that I don’t, I mean I haven’t listened yet what Amy said, but I do and believe everything Amy says by the way, she’s brilliant.

[00:44:30.47] spk_0:
She’s on, she’s on all the time. You know, Amy sample

[00:44:32.58] spk_1:
ward. Yeah,

[00:44:33.78] spk_0:
she’s a regular. She’s my, our technology and social media contributor on the show.

[00:44:39.47] spk_1:
Yeah, way back when I worked for an organization called End Power. So we put technology into the hands of nonprofits and so we

[00:44:46.10] spk_0:
started

[00:44:55.61] spk_1:
crossing paths then. So we’ve orbited for a long time. Um, it’s a values decision to a certain extent. Right? So just with that twitter piece, she spoke to this?

[00:44:57.62] spk_0:
Here’s the like, yeah,

[00:44:59.42] spk_1:
are, are, are are people there? So who’s your target audience? If so Okay, that’s that’s one piece of equation but also like how does this align with our values as an organization? So that that’s really twitter is really a twofold choice whereas the rest of them

[00:45:11.82] spk_0:
um you

[00:45:13.18] spk_1:
know, linkedin facebook, I would,

[00:45:15.95] spk_0:
what

[00:45:17.75] spk_1:
I generally say is beyond one.

[00:45:21.37] spk_0:
Yeah,

[00:45:22.83] spk_1:
Beyond one. Be fully on one be the organization where if you’re on linkedin and you, you know, you’ve got the algorithm going for you. People are like, Oh my God, it’s you know, it’s so and so again insert the name of your organization like that. It’s your omnipresent.

[00:45:38.34] spk_0:
I

[00:45:41.71] spk_1:
Would rather have the clients be omnipresent on one channel Then sort of, you know, not even blinking onto the radar of the 17 different social media. I mean there’s a hit parade of five basically, but I’d rather have you beyond present on one once you have that nail.

[00:45:53.03] spk_0:
I had

[00:45:53.33] spk_1:
Another, you know, some organizations can do to it’s fine, but even at two. oftentimes I see

[00:46:00.19] spk_0:
diminishing diminishing

[00:46:01.63] spk_1:
returns for clients.

[00:46:02.77] spk_0:
I

[00:46:07.65] spk_1:
mean I run a communication firm right here on Lincoln period full stop.

[00:46:12.03] spk_0:
What what’s well at Erica mills barn, is that not?

[00:46:16.03] spk_1:
Yeah, yeah, that was my choice to sort of be the face of

[00:46:19.37] spk_0:
um

[00:46:20.22] spk_1:
so that’s our

[00:46:21.38] spk_0:
the company. Okay, so the company is strictly on linkedin,

[00:46:24.59] spk_1:
yep. Gotcha.

[00:46:25.67] spk_0:
Okay. Klaxon, yep. Alright permission to do less

[00:46:30.32] spk_1:
permission to do less permission to less because you’re going to do it better and you’re gonna feel like

[00:46:36.56] spk_0:
just you’re going to

[00:47:10.03] spk_1:
feel the energy of it. And I actually, because I do have, you know, people call it street, but actually it’s quantum physics um and metaphysics, which is like, if you’re on, I’m gonna make this up, right? If you’re on five channels right now where you’re doing five or six things, I want you to write each of them on a piece of paper. I want you to go what who, how make a strategic informed choice about which you’re gonna keep and the ones that you’re gonna release, you’re gonna go burn the scrap of paper. It is so gratifying and there’s something energetically about that. I mean, one of the things that I talked about a lot is the energetic of language in general, right? So words, we hear words matter, Words matter because they actually are matter.

[00:47:21.88] spk_0:
Um

[00:47:22.19] spk_1:
So they abide by all of the universal laws of physics and thermodynamics, just like anything else. So, the words themselves have energy.

[00:47:30.61] spk_0:
Every

[00:47:31.39] spk_1:
word has its own energy, the way you deliver it can shift the energy right? Um and so as you’re like, that’s why just releasing and having to change form is really an important part of the process. Plus it’s

[00:47:43.26] spk_0:
fun theme

[00:47:46.41] spk_1:
of the day, it’s fun, but I mean, you know, be safe about your burning and I’m not like suggesting

[00:47:50.73] spk_0:
you may not be

[00:47:52.11] spk_1:
safe and have fun with burning things, but

[00:47:55.30] spk_0:
um,

[00:47:56.13] spk_1:
it really helps because otherwise there’s going to be this niggle that’s like, oh, but we still have that like profile up so maybe we should be doing something or yeah, just release that for yourself. Political,

[00:48:06.52] spk_0:
you deserve it.

[00:48:08.10] spk_1:
But every single person listening deserves to do what they’re doing in a way that feels amazing to them.

[00:48:15.15] spk_0:
Alright, that’s empowering. That’s

[00:48:16.80] spk_1:
empowering.

[00:48:18.90] spk_0:
So words follow the laws of physics and thermodynamics.

[00:48:27.09] spk_1:
Their energy. They’re literally

[00:48:27.78] spk_0:
energy, right?

[00:48:29.10] spk_1:
Because they’re matter

[00:48:43.79] spk_0:
words are matter. Well paper that words could be written on his matter, but aren’t the words ephemeral and why

[00:48:44.04] spk_1:
would they be?

[00:48:55.19] spk_0:
Because they’re vocalized. Yeah. So they don’t they, they vaporize after they’ve been articulated

[00:48:56.50] spk_1:
tony Has anybody said ever said anything to you that hurt your feelings?

[00:49:00.03] spk_0:
Sure.

[00:49:02.43] spk_1:
Did that feeling vaporized as soon as the words left their mouth?

[00:49:10.40] spk_0:
No, Yeah, we’re

[00:49:13.77] spk_1:
trained to think of them as ephemeral and they are not their energy.

[00:49:17.70] spk_0:
Hmm

[00:49:18.83] spk_1:
Yeah, that blows people’s minds most the time. Your listeners are like, oh my God, they’re talking about, what are they talking about now? So let me get concrete about this. I mean, I love talking about it

[00:49:28.88] spk_0:
at

[00:49:29.08] spk_1:
this level, but I want to make this practical for listeners. Um, this, so when I’m creating like identity statements, mission vision values purpose. Um, we look at and there’s a tool were to fire dot

[00:49:40.23] spk_0:
com, you can

[00:49:44.81] spk_1:
go there, you can put in any word you want. Um, and it is a massive database powers is we pulled every single word of 2503 nonprofit websites. This allowed us to generalize to the entire sector at a 95% confidence interval for any of my fellow geeks out there. That’s what, that’s the bar that you want. Right? So you can go there, put in any word you want and it’s going to tell you it’s going to give you a red, orange or

[00:50:05.36] spk_0:
green.

[00:50:06.76] spk_1:
Red means this is, this word is used a lot by nonprofits a lot. So you, you, it’s not gonna, people are gonna notice it.

[00:50:14.84] spk_0:
Impact, impact

[00:50:17.30] spk_1:
is up there. I’ll tell you, I always joke that provide is the lamest verb ever. Verbs are very

[00:50:22.37] spk_0:
important. It’s

[00:50:24.02] spk_1:
The 4th most used

[00:50:24.92] spk_0:
verb by

[00:50:25.98] spk_1:
nonprofit. So what that means is no one’s going to notice that

[00:50:28.60] spk_0:
verb

[00:50:29.61] spk_1:
and verbs represent the change that you’re committed to creating the world world

[00:50:33.83] spk_0:
and so you

[00:50:34.36] spk_1:
want a verb that’s like, oh,

[00:50:35.86] spk_0:
okay, interesting.

[00:51:21.37] spk_1:
Okay. Um, so there’s always a better verb can provide so you can put that in and, and, and the green ones so you can get some, you know, synergy is still green. It’s not saying like definitely use it. It is giving you feedback about the extent to which somebody is probably going to notice the word or not. So, so in language we have function words and content words, function words are like the and but like our brains don’t register those because our brains can’t register everything right? Like our subconscious mind is processing 11 million bits of information per second. And that’s condensed into like 40 ish pieces of information for our conscious mind. So our brains are very efficient because they have to be and so for a messaging perspective, you

[00:51:24.35] spk_0:
Know, your your your light bulb necklaces overloading my my my conscious and subconscious processing like 20 million bits a second because I got I got these lights. It’s a good thing you didn’t put them. I asked her to put them on flashing and she said no, give me a headache. It’s a good thing. You didn’t do that. I’m sorry, go ahead. I’m sorry.

[00:52:02.28] spk_1:
Yeah. So that’s why, you know, when we’re creating and again, this is the most important set of statements that you’re ever gonna write as an organization. So it’s worth the investment to do it well. And you’re looking for like that combination of like, oh yeah, that makes sense. And like, oh that would interest me. I’m not used to seeing that quite in that context. You know, that’s the art. That’s why like after 20 years of working with organizations writing those. I never get tired of that. That’s just

[00:52:12.03] spk_0:
fun. You like to read fiction.

[00:52:14.56] spk_1:
Yeah, I read

[00:52:55.90] spk_0:
fiction fiction much more than non more southern nonfiction use of use of language word word choice. You know, it sometimes it stops me. I don’t read I don’t read that much fiction actually. But when I do you know someone’s word choices. Oh man she wrote she wrote that he threaded them through the narrow pathway, not that he led them or or took them, he threaded them through the narrow pathway that happens to be part of a book that it stays with me. See words words, words follow the laws of physics and thermodynamics. I told you that you thought they were ephemeral her, you know this is Joyce. Uh

[00:52:59.39] spk_1:
it is one of those things that can we just pause on this for a second.

[00:53:01.75] spk_0:
Like every

[00:53:03.01] spk_1:
time when I first talked about that with somebody shared their like wait my range is hurt and then you’re like,

[00:53:08.62] spk_0:
oh that makes a lot of sense. Like

[00:53:10.60] spk_1:
once you see it you see it. Yeah,

[00:53:12.28] spk_0:
well you grounded it well and you know, hurtful, hurtful words and also

[00:53:16.03] spk_1:
start to go there positive

[00:53:17.05] spk_0:
positive words.

[00:53:18.10] spk_1:
Yeah, like sorry,

[00:53:21.84] spk_0:
thoughtful, thoughtful words could get me going for a month. I can think about, oh she she took the show to her board and it led to a discussion which led to an action and you know, I could go on six months on that. So yeah, okay.

[00:53:33.03] spk_1:
Either way words are on a continuum just like all energetic things are on a continuum. But yeah, but they but they do either have a negative or positive charge. So

[00:53:43.26] spk_0:
is that your background? You have a degree in physics sciences? No, my

[00:53:47.72] spk_1:
dad was a professor

[00:53:50.29] spk_0:
of

[00:54:06.08] spk_1:
engineering. I artfully um didn’t do any, I didn’t do chemistry. I didn’t do physics. I like avoided everything in that realm. But later I really started seeing like it’s um

[00:54:07.13] spk_0:
how

[00:54:08.27] spk_1:
relevant is everything in life. So I sort of did more self study, but I do just I do run things past my dad. Like when I landed on that, I think I think words abide by all the so I sent my dad a note and he said, let me think about that for a little bit. He came back and he said, yes,

[00:54:24.36] spk_0:
you’re right.

[00:54:27.76] spk_1:
So I press your test all of these things because I do not have a background in it

[00:54:43.60] spk_0:
on your dad’s responses. Classic engineer. Let me think. Let me think about the problem. I think about the question. You think about the question and the solution and the answer. All right. But you sound like me. Like I took physics for poets in college. No,

[00:54:44.82] spk_1:
my daughter is a senior, so she’s applying to colleges and graduate.

[00:54:50.34] spk_0:
My

[00:54:50.95] spk_1:
daughter is a senior

[00:54:52.51] spk_0:
in

[00:54:53.10] spk_1:
high school. And so the other day, she said, mom didn’t you you like majored in french and political science, didn’t you? As an undergrad?

[00:55:00.38] spk_0:
And I was like, yeah,

[00:55:03.40] spk_1:
she’s like why? It’s like, I don’t know, you know, I’ve done fine, so, but she is very much, you know, she wants to be a neuroscientist and she’s very,

[00:55:11.53] spk_0:
she follows her grandfather sciences strictly rooted in the sciences Alright. Yeah. Where did your dad teach, Where did your dad teach?

[00:55:19.02] spk_1:
University of british Columbia?

[00:55:21.74] spk_0:
You

[00:55:23.22] spk_1:
will notice like a little weirdness to have

[00:55:25.79] spk_0:
A little further north in Seattle, right, you’re from Vancouver, two

[00:55:35.33] spk_1:
Hours north of here, you hit the border about 45 minutes past that you get to Vancouver, that’s why I still say a couple of things weird like my mom and passed and I’ve been places

[00:55:39.43] spk_0:
because that’s where I was born. Your mom being right, why don’t you leave us with some inspiration, Erica Mills,

[00:55:46.04] spk_1:
tony Come

[00:55:48.64] spk_0:
on, take us out with, take us out with good marketing inspiration, you’re loaded with it. What do you come in? Come on, this is a walk in the park for you.

[00:56:46.73] spk_1:
I’m going to double down on some of the things I said, I really, I mean I’m kind of on a bender about do less, be kinder to yourself by doing less, really want that. I want that for every listener, I want it for their teams. I want for their families, I want for everybody. We’ve just gone through so much tough stuff. Um one of the questions that I love playing with that, I always play with with my, especially my my leadership, you know my leaders who I do coaching with is like how can you make it easy, Like oftentimes we make things harder than they need to be, I am notoriously fabulous and making things really complicated. Um and a couple years ago I just started asking like how can I make this easy? What’s the easiest way to do this and easy in the sense of easy? Maybe it’s for you, how do you make it easier for you, for your team, for the organization, right? Like just without losing or negating or minimizing the importance of the work

[00:56:50.13] spk_0:
that that

[00:56:50.77] spk_1:
that you know, listeners are doing, there’s almost always a way to just make it a little easier and let me tell you there’s always a way to make your marketing easier. Always, always, always. I mean it’s why I have, like listeners have heard some of the methods and the frameworks that I use, that’s why I’m such a fan of creating them and mine are all super

[00:57:08.60] spk_0:
simple.

[00:57:10.18] spk_1:
And the reason for that is because I want to make it easier. Like I want to free up that energetic space

[00:57:17.64] spk_0:
for

[00:57:18.03] spk_1:
you to be focusing on the substance of what you’re doing on the way in which you’re changing the world. Um You know, marketing communication isn’t rocket science, it’s actually pretty darn straightforward. Um and so let’s let’s make that as easy as possible.

[00:57:32.35] spk_0:
We also doubled down on have more fun, have

[00:57:35.50] spk_1:
more fun. I mean by the way that’s giving myself a permission slip. Um it’s you know, it’s easy, like if especially I love the work I do. I mean I truly it it lights me up. Ha

[00:57:46.81] spk_0:
um ha

[00:57:48.50] spk_1:
ha because okay I do have light bulbs around my neck. Um

[00:57:54.63] spk_0:
but this

[00:58:04.60] spk_1:
work can it can be heavy and getting, you know, the stakes feel high. I have some really high profile clients um you know, I need to get it right with them and for them. Um and I think that it can be we can forget to have fun,

[00:58:10.11] spk_0:
you

[00:58:10.32] spk_1:
know, we can forget to have fun. So like fun.

[00:58:12.62] spk_0:
Don’t forget

[00:58:13.35] spk_1:
Spaciousness. I always like come up with three words for the year.

[00:58:18.59] spk_0:
That’s

[00:58:19.07] spk_1:
pretty fun if listeners don’t do that. That’s a beautiful way to set the stage for the year ahead for yourself.

[00:58:23.54] spk_0:
You have three words for 2023?

[00:58:25.47] spk_1:
I do.

[00:58:27.14] spk_0:
Well no no we’re gonna wrap it up,

[00:58:31.87] spk_1:
we’re gonna leave people like wondering you can reach out

[00:58:35.17] spk_0:
Right? You have to reach Erica Yes. If you want the three words, what are the three words for 2023

[00:58:39.79] spk_1:
spaciousness, vitality and play,

[00:58:58.65] spk_0:
spaciousness, vitality and play. Alright, spacious while we talk to permission to permission to do less permission to have fun. Play play and vitality Yeah.

[00:59:00.32] spk_1:
tony And I’m gonna ask what yours are, I’m gonna I’m gonna email you in a couple of weeks.

[00:59:31.24] spk_0:
Okay because we’re recording in december. So I don’t have mine yet but we’ll we’ll go we’ll go out with yours spaciousness, vitality and play BMB. Erica Mills Barnhart, communication expert, speaker author coach. You’ll find her at Erica Mills barn and her company at klaxon hyphen or dash communication dot com. Erica Thank you very much. Real pleasure so

[00:59:33.23] spk_1:
much for having me. tony I really appreciate it. It’s been great

[01:00:11.41] spk_0:
next week the 2023 fundraising outlook report from one cause if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff. The shows, social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95 go out and be great.