Tag Archives: Fundraising Day

Video Playlists From Nonprofit Radio

Here are three playlists from over 100 interviews that I’ve shot at conferences like Nonprofit Technology Conference (NTC), National Conference on Philanthropic Planning (NCPP) & Fundraising Day. The playlists are Planned GivingSocial Media, & Donor Relations.

Playlists:

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

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

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

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

 

 

 

Scott Koegler
Scott Koegler: Tablet Apps

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

 
 


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Here is a link to the audio: 149: Dan’s Donor Retention Ideas & Tablet Apps. You can also subscribe on iTunes to get the podcast automatically.

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

Fundraising Day New York & TMI

Screen Shot 2013-06-17 at 12.49.30 PMFundraising Day New York
What a rush!

I spent all day on June 7th, 6 to 6, at Fundraising Day hosted by the Greater New York City chapter of AFP.

We were on the exhibit floor in a jam packed 10×10 booth loaded with lights, cameras and mics to interview guests for Nonprofit Radio. I talked to 15 people in 9 interviews, including

  • Beth Kanter on online engagement & measurement; she said fuck twice
  • Sarah Durham, CEO of Big Duck, on brandraising; I put her in Jargon Jail for “competitive landscape scan”
  • Dan Blakemore and I talked about donor retention, from phone to Facebook; he’s got a great radio voice and a hearty laugh
  • Doug White and Greg Muth unpacked hedge funds, private equity and leveraged buy outs for fundraisers, including policies and ethics

In the coming months I’ll feature all the interviews on Nonprofit Radio. Get show alerts by email so you’ll know who the guests are each week.

In a few weeks, after post production, all the high def videos will be on YouTube. Here are pics from my interviews.

Screen Shot 2013-06-17 at 12.48.55 PMTMI: Too Much Information
Congratulations Aria Finger!

She’s COO of DoSomething.org and a past guest on Nonprofit Radio. She was recently appointed president of TMI, a spinoff of DoSomething.

TMI will lend to nonprofits and other marketers, DoSomething’s expertise and research in mobilizing 18-to-25 year olds in social change campaigns.

At Fundraising Day I interviewed Muneer Panjwani, business development manager for DoSomething, and he keyed me in to Aria’s success. Thanks, Muneer!

There’s another chief executive who’s even closer to Nonprofit Radio. Amy Sample Ward, our social media contributor, was appointed CEO of Nonprofit Technology Network (NTEN) this month. I congratulated her on last Friday’s show, when we talked about Storify and Quora.

Nonprofit Radio gets me meeting so many smart, successful people working in and around nonprofits who generously share their expertise with listeners. Are you one of the 9,000+ who listen each week? Join us! You can subscribe on iTunes.

Nonprofit Radio for August 31, 2012: I Had A Great Interview But I Didn’t Get The Job & Storytelling

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Susanne Felder
Susanne Felder: I Had A Great Interview But I Didn’t Get The Job

Susanne Felder, a consultant in outplacement at Lee Hecht Harrison, says there’s more to getting a job than having a good resume and interview. We’ll talk about research; confident networking; panel interviewing; dodging salary questions; and what to do in the last 30 minutes before your interview. Recorded at the Fund Raising Day conference in June in New York City, hosted by the Greater NYC Chapter of the Association of Fundraising Professionals.

Rochelle Shoretz
Rochelle Shoretz: Storytelling

Rochelle Shoretz, founder and executive director of Sharsheret, has a compelling story herself as a two-time breast cancer survivor. Sharsheret has built a culture of compassionate storytelling to help its members through their cancer diagnoses and treatments. Rochelle will share ideas on identifying storytellers; supporting them; giving them multiple ways to share; helping them through this very personal process; and why it’s all worth your time.


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

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

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

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

Sign-up for show alerts!

Here is a link to the audio podcast: 107: Storytelling & Devine Devices. You can also subscribe on iTunes to get it automatically.
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Hello and welcome to tony martignetti non-profit radio for august thirty one big non-profit ideas for the other ninety five percent. I’m your aptly named host. I do hope you were with me last week, i’d be mortified to learn that you have missed last week’s show i’m recording today’s show weeks ahead of time, so i don’t know what you would have missed last week, so give me a break, but i do know that it included are smart and charming legal contributors jean takagi and emily chan from the non-profit and exempt organizations law group in san francisco, and it was a very good show enlightening, valuable, funny, very funny hope you didn’t miss it this week. I do know what we have. I had a great interview, but i didn’t get the job, suzanne felder, a consultant in outplacement at lee hecht harrison, says there’s more to getting a job than having a good resume and interview, we’ll talk about research, confident networking panel interviewing, dodging salary questions and what to do in the last thirty minutes before your interview recorded at the fund-raising day conferencing june in new york city this this past june and that was hosted by the greater new york city chapter of the association of fund-raising professionals and storytelling. Rochelle shoretz, founder and executive director of shark share. It has a compelling story herself. As a two time breast cancer survivor, shark share, it has built a culture of compassionate storytelling to help its members through their own cancer diagnoses and treatments. Deshele will share her ideas on identifying storytellers, supporting them, giving them multiple ways to share, helping them through this very personal process and why all of that is worth your time. Between the guests on tony’s take two. You can still get a free copy of my book if you take my charity registration survey use hashtag non-profit radio to join the conversation with us on twitter. Now we take a break and when we return i had a great interview, but i didn’t get the job. Stay with me e-giving dick, dick tooting getting ding, ding, ding ding you’re listening to the talking alternative network waiting to get in. Nothing. Cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. Will answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent here’s. My interview with suzanne felder from fund-raising day earlier this year. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve, hosted by the association of fund-raising professionals, greater new york city chapter, with the marriott marquis hotel in times square, new york city. With me now is suzanne felder. Suzanne is a consultant in outplacement, with firmly hecht harrison, susanne, welcome, thank you, pleasure to be here. I’m glad to have you. Thank you, thanks for taking time on a busy day. Your seminar topic is i had a great interview, but i didn’t get the job. We’re talking about successful interviewing techniques and doing a lot of interviews today at the conference. But this is the only one to help jobseekers, so generally, we’ll have time for details, but generally what do you see peoples shortcomings in around interviewing? The biggest problem is that people really don’t understand the job that they’re interviewing for the best practices is to really figure out what is the company looking for in you and two show the best sides of what your talents are to meet the company’s needs and people just don’t take the time to really figure that out, so that so it sounds like research research research is the place to start. So it’s just, uh, set the scene. We’ve we’ve seen a job advertised or we’ve heard about a job from a colleague what’s the research we should do around the job and the company well, we certainly want to find out everything about that company, see what they do with their mission, whether it’s in the for-profit or not-for-profits sector company, i mean charity charity, right? Right. So find out, do some research about them. Oh, and then go to lincoln and find maybe some people in your network that might be affiliated with that non-profit or in the past have been with that non-profit and do some real good. On the ground research ask people about the culture, find out what they’re commitments are and if it really suits your own style and if that’s true, then keep pursuing it and reach out to that non-profit and see if there might be some interest on their part. Okay, now, if it happens to be a bigger organization, you’re going to be working in one business unit of of the charity. How can you find out about what that team or that department’s culture is like? Um, you really are asking your friends what they know about that, even if they haven’t worked there, you know, people have a long reach on, they tend to know people who know people who at one point lived, you know, work there. So it’s really about networking effectively? I can’t say enough about the importance of networking in this market. We have find that about seventy five to eighty percent of people are getting their jobs through direct networking. Oh, meaning they’re they’re finding out about the jobs that hit this hidden job market that we hear about definitely there’s a hidden job to talk about that so and what that is, and why networking helps you break through it well, sometimes non-profits agencies even businesses or not in the position to really announce that they’re looking for whatever their reason is, but they’re sort of on the look out privately, so it’s it’s worthwhile to be having conversations with people and suggesting that you are interested in various really named the targeted cos that you’re interested in pursuing and then have conversations with people that are in a position to hyre because sometimes hiring managers are not ready to hyre but once they know something about your background, you’re on their radar. Okay, that’s, the way to really advance yourself for the future when the job actually becomes a reality. Now i think it’s a bad practice you’d tell me if i’m right, you’re welcome to say that i’m wrong that really you just start your networking when you start your job search well, networking. Actually, i have two didn’t disagree with you because networking should be something that’s going on on. Well, you know, actually i guess i don’t say i’m training coach people tohave a gn active network at all time at all times, you don’t just start when you’re in a job search, completely agree that’s, right and that’s what what we find is that people often are saying to us that have had long runs with really good non-profits and for-profit court cos that they really lost track of the importance of their network, they were doing well with the company that we’re there for ten years, they were going up the ranks, and they just sort of people left the firm, and they didn’t keep shack where they went, and now all of a sudden they’re looking to re and find them, and it feels a little awkward to them, like, you know, they had for gotten them. And now that they’re in the different side of the table, it’s ah it’s a big awakening, and they’re saying now they will never do that again. They will be available for people and keep their network engaged well and that’s, right and that’s the other side of networking, i mean, you have to be available to help others when you’re not in need of help yourself. Absolutely it’s about being a giver on we took about donors thes it’s giving of yourself and that’s an ongoing thing and the people who it’s funny what i have found personally is that people who have often been helping others helping others always through their career, they feel most reticent about asking they feel like they should be the ones just helping and i say to them, you’ve been so kind, it’s it’s, time for you to receive its it’s pay back time for you and please do not ever feel remiss about that, especially if you’ve been giving but interesting there’s so accustomed to giving that they’re reluctant to approach their their own network. Yeah, receiving is a lot harder for them and and i understand that, but it’s been kind it’s time tio gets him something back and and it’s perfectly acceptable, and what we are finding is that people are more than willing to be helpful. People that never were expected to be helpful are becoming the most helpful. So the second tier, the third tier of their degree of separation, if you will are, tend to be the most helpful, because don’t we all want to just help people? Don’t most people want to help others? One would think, but now, in this process, you find out who really is genuine and who is less and then those that are very close to us, they just might not be able to help in a substantial way, so they feel like they should hang back and not be too close to you because they feel badly they can help. But this is the time when we really need people tio be there for us, even if it’s just emotionally to be understanding that you’re going to get through it. But it’s a challenge, and we’re talking a lot about networking with friends or friends of friends. What about going to networking events? Where it’s a room full of strangers, that’s always a good process to get good at it’s like a social experience because people really have a hard time talking to strangers. So we heavily encourage people to go to conferences, professional conferences, places where they’re goingto be around people like themselves who are from their field and just get more and more comfortable with talking, if you will. Talking to strangers. Yeah, where? And i imagine that helps in the interview process completely completely what? We do it. We have harrison as we give them the opportunity to comfortably talk about themselves, which is not very natural for people. You know what? Tell me about yourself, and what do you do, and what do you good at? Is not what comes off of most people’s tongue, naturally, so we give them opportunities to always be introducing themselves and give them lots of networking groups to join, and people just come out of their shells. It’s. Remarkable how, after a couple of months of being around others, they are perfectly comfortable. Do that, yes, talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you fed up with talking points, rhetoric everywhere you turn left or right? 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Interested simply email at info at talking alternative dot com so our subject is interviewing, but this is all feeding the interview. This all came. This networking are networking discussion. All came from doing the right research around the job and the culture of the organization. As much as you can find out about the organization, right in your seminar description, there are three r’s and researchers the first, but resource is what’s. Your advice around resource is on resource is finding out. What you bring to the table? What what resource is that the candidate brings us? I believe that’s the idea that we’re getting at how can you help that organization and pinpointing what your real strengths are and how that can help advance that organization? That’s really what you want toe buy-in part to them and you’ll find out about the organization’s needs as you’re doing your due diligence your research find out you might find out some of the shortcomings that the organization has and see how you can plug those gaps. Absolutely, you want to know what value khun ad so you might brings a special connection or a special perspective to that non-profit you know, say it’s, a science institution, and you happen to have a background in science that’s evaluated that is extremely important, and you’re not the average say fundraiser, if that’s your field, your friendraising that happens to really know a lot about science, and therefore you could speak more passionately about it, so that would be really important aspect that you want to bring out to the non-profit do you have specific advice around? Uh uh, when your subject hector ah panel interview i mean, the panel could be two people, but it could be as many as five or six. Wait, how do we that’s incredibly intimidating you walking into a room of let’s say it’s the worst case? Six strangers and they’re all sitting on the other side of the table. How do you prep yourself for that that’s? A real challenge is one that we do address because it’s called like the stress interview and it’s to see how you stand up in extremely unusual circumstance. What you normally would not be the target of a conversation like that in real life. So we tell people, introduce yourself to each person individually. Make sure that you have eye contact with each person and shake their hand. Make yourself known and remember their name so shake their hand. Just go down the line of the table is absolutely when you were coming room. Yes, when you come in, introduce yourself individually to each of them make an impression on them that you’re confident and you know you want to engage with them. And then if the questions are coming a little bit too fast and too furious, there are ways to slow it down a bit of humor, and that always helps break the ice a bit, because sometimes people just lose sight of the fact that you’re only a person and you’re a pit under under the gun. So i’ve had a client to have said things like, oh, i made it like it was jeopardy, and i say, all right, i’ll take i’ll take jim for two hundred, and then i’m going to take, you know, the next person, arlene arlene five hundred. Yeah, so it kind of everyone has to laugh at that because you realize that, you know, how many can you do it once? Obviously, it’s, just one on. They are trying to see what? What it’s like for you to trial under fire? S o we try to get people to realize that humor is a good thing and it helps people relax as well. Helps you relax. You can always take a drink of water. Give yourself a moment to think, and companies are looking to see what what you’re about. You also have to realize if that is their culture, to be that way, to be very in your face. You have to. Know is that for you? Is that is that you? Yes. Yeah. It may not be for you about about preparing for the serial interview. You know, you’re going to have three interviews in the day. Each one is going to be a test forty five minutes. I would think. How do you how do you prepare for that? That multiple interview where you could be on you could be on for close to three hours in a row, but with three different people, right? Ah, you want to be prepared to give a good examples of a variety of things that you’re about, like different facets of a diamond and you don’t wantto be repeating the same story of store three times. And then there are other they say, oh, yeah, she told me that he told me that story. I heard that already. So you can have to come prepared for your interview with good what we call them accomplishment stories, if you will, on s o that joe have maybe six or eight really important projects that you’ve worked on that will really show you off to best advantage. You can come in with a portfolio and have some point of keywords for yourself to remember that you want to make sure that this project gets put on the table and then you mix it up so that everybody is hearing some different stories out of you, and each can bring out different facets of what makes you successful growth that you’ve money that you’ve brought in from non-profit have you created new event? Have you doing outreach brought in new community members brought on board members? These are things that are important, usually to fund-raising organ operations? What if i feel that i’ve gotten a question that’s inappropriate or illegal around age or pregnancy or sexual orientation? How do i how do i handle that in that moment? Yes, in that moment, you might want to say, can you rephrase that question? Or is that a chance to give him a chance to realize that that might be a really uncomfortable thing to be talking about and that you sort of object? T getting that question, john, you might say, is that relevant to the job? Or i’ve heard people say they’re asked whether or not they have young children, obviously the employer is trying to get at are you going to be away if the child is sick eyes so sometimes people will say, oh, is this a very, very family oriented company is, you know, doo doo doo family events? Is that why you’re asking so you try to soften it? You try not to be in their face about the fact that that’s really overstepping their bounds, but to some extent you have to pick your battles because you are looking for the job. So although this does also inform the culture of the organization that it might not be the right fit completely completely do take note that if they’re overstepping that this might be a real invasive place and that they’re expecting a whole lot from you, that is really not normal. And that might not be if you say a good fit. Alright, um the third of the three r’s thatyou have his references it’s important who you select for your references, what’s your what’s your advice around that references can go back twenty years. I could go back from beginning of your career. I don’t think people think of that. I think they think of the last job, right? And that is certainly not the whole scope of what is appropriate to use references khun b people that were above you people, that it could be people that reported to you, it could be your peers, pier level. It can be your boss’s boss anyone that knew the quality of your work and speak for you, but those are appropriate references. They could also be if it’s for a community organization. It might be something that you do on your private time, that you’d like to have that person report in about your experience with you, perhaps in your community service. So you want to get a variety of references that will reflect all sides of what your background is, good people. When they’re asked tio provide a reference often asked, what do you want me to say? You know what? Should i talk about it? It’s okay, give that advice around what, what you’d like them to be specific about. Yes, it is, because oftentimes if you’ve worked with someone five years ago, they might forget exactly which projects you worked on together, so people kind of need prompting, like so you want to remind them, remember we did this such and such together. And we had this result. So by you, sort of writing out some pointers about what your relationship together was, like it’s really informative. It helps them. It takes them off the hook of the pressure of oh, i forgot. What am i going to say? And it’s also you feeding them what you felt was the most important aspect of the project so that they’re goingto right. Quite cogently and importantly about what you did. Yeah, and it might just be a conversation to a lot of references. I just checked my phone. No. Yes. That’s right now, another thing about references. When you have a company, the company you might have just come from in the corporate world. This is very true. The company often will on ly just verify that you worked there and how long that you worked there. So that can be a bit of a problem. If you know your best references of the people that are still there. The way to overcome that would be to look at people that have gone on, moved on to another organization, and then they’re not under that up that corporate policy hr restriction of not being able to give a reference, but you don’t see that so much in charities that unwillingness to say more than just confirm data report it’s not a strict it doesn’t seem to be a strict people are a little more willing to talk about the other thing that people are very surprised about is that cos you can ask what person salary was and you know, it can be verified. The new employer can ask for your w two, which seems really invasive to find out what did you actually make on labor napor connects with you too. You can ask your w two. So it’s, when you talked about salary, which is a whole other chapter, you know, how do you dodge the salary question, which we do recommend that you try to keep that salary question off to the side as best you can, okay, but at a certain point, they’re gonna want to know, are you like within the ballpark of the range that they’re interested in on? You can always say, this is what my package was. This is where i left off at and then just back away from it and say, i’m very interested in this organization and i really it’s more important to me to talk to you about the opportunity, and we could always i’m sure if we’re on the same page, we’ll come to a mutually agreeable point with salary. Okay, well, i was going to ask how to dodge the salary question, but you just you just did it. Yeah, it’s that important? I think everyone is very nervous that they’re going to be put on the spot. Now, when you’re working with the recruiter, it seems to be an easier conversation to have because the recruiter is representing you and the recruiter wants to know, are you in the ballpark for what they will go for? You know, if you’re completely at a different salary rate much hyre it might be a fruit, you know, footless kind of conversations. So you do want to be forthright with the recruiter? Ah, you try to keep that conversation in the background if you’re going directly in number about the last hyre half hour before the interview so my remains of your scheduled for two thirty it’s now two o’clock let’s say i’m already on site. I’ve arrived, so i guess your advices get there early, i presume? Yes, to make sure you’re not late. Yes. Okay. Now what do i do with this last half hour? Last half hour. Okay, so you’re coming in. You certainly want to have at least fifteen minutes to be ableto fill out any forms if they have them. So that there’s going to be at least fifteen minutes. It’s going to be for that show up early is that we show up early before. Oh, certainly show up early on. That gives you a time, tio, really? Look around and assess what you’re seeing. Look att the interaction of the people in the organization with the receptionist and i see the culture. You could really learn a lot by just watching and observing. Twenty minutes, right? Absolutely. Come and go watch people come and go. And if the receptionist is not busy, have a chat with the receptionist. You learn a lot about the organization, find out what their experience has been. Have they’ve been there a long time? It is a lot of benefit that you could actually gather, and then it helps inform you of howto handle. Yourself in the interview, you might learn of events that are coming up for a special project that are on the table that you might not have known. So it’s always a good idea to be highly respectful and interactive, if you can, with the front desk, because that front test person is going to be giving the first frontline response to the hiring person as to what was your impression? Oh, they might receptionist might actually be asked. Absolutely. And if you come in all huffy and and annoyed and you didn’t get through security fast enough and whatever happened, then you come in all in a in a rage. They’re taking note because you’re on, you’re on from the minute you walk in that door. Okay, so collect your thoughts, get yourself together and remember, the clock starts when you walk in that door at reception. Okay? Okay. Um, we have just maybe a minute or so men and a half left. What about the resume? You have advice around resumes, resumes or something that can be targeted, targeted for particular jobs. Don’t think of your resume as a static item that just is the same for every place that you’re applying for because each job has slightly different requirements. And just like you have many facets, you want a feature? The ones that are most important to that non-profit so you do want to tailor your resume to be very appealing to their needs. We certainly suggest a summary statement. This is that used to be years ago. You did an objective. Okay. And now, it’s really about summarize you quickly summarize your strength, what your capabilities are, and then you go into your accomplishment statements. Okay? We have a couple seconds left. Anything else you want to say about resumes? Well, allows you specifically length if i’ve been in the non-profit world for fifteen, seventeen years, is it okay to have a two three page resume? Two pages, the limit? People get a little weary of reading and you don’t have if you’re going twenty, twenty five years, you don’t have to give all your experience. You could just give, like the last fifteen years is certainly enough. And you could always speak to further back. They are interested. Okay? We’re gonna wrap it up. They’re terrific. Suzanne felder is a consultant in outplacement with the firmly hecht, harrison and you’re listening to tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in times square, new york city san. Thank you very much for being a guest. Thank you so much. Appreciate it been a pleasure. Q and momentarily, you’ll be listening to tony’s take two and then real shell shoretz will be with me. Stay with us after this break. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Geever treyz lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Durney hi there and welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour, i have a charity registration survey on my blogged it’s been there for a few weeks. If you finish the three minute survey, then you’ll get a free download of my book charity registration state by state guidelines for compliance and the fee for that could be as high as two hundred ninety nine dollars, depending on the size of your charity. I really want to understand more about your experience with this morass of st charity registration laws that’s why i wrote the book to help charities sift through all the regulations i’m working on a project that will that i really need your help with. So please share your experience. Even if you don’t know that much about charity registration, i’d be grateful if you would take the three minutes teo to do the survey, and at the end of the survey, you’ll be offered a download for of my of my book that post is called help me out and get my book free that’s from august thirteenth and it’s on my blogged at tony martignetti dot com. And that is tony’s take two for friday. The thirty first of august thirty seventh show of the year with me now is rochelle shoretz rochelle founded shark threat to connect young jewish women fighting breast cancer following her own diagnosis at age twenty eight, they’re based in teaneck, new jersey. You’ll find them at shaare share it dot or ge rochelle served as a law clerk to supreme court justice Ruth bader ginsburg in 19:90 nine since sharks are its founding in two thousand won, they have launched eleven national programs, responded more than more than nineteen thousand calls and e mails request for help from those affected by breast cancer. Sure, shoretz programs and services are now open to all women and men deshele record lectures a lot about breast cancer for audiences across the country. She is a member of the federal advisory committee on breast cancer in young women. You may have seen her on the today show, cbs news or fox news today. She’s on tony martignetti non-profit radio deshele welcome. Thank you. I’m very glad that you’re with us from teaneck. How are you doing out here? Supplier? We’re good, we’re good, we’re getting. Some nicer weather. Okay, um, you’re you founded sharks. Share it. I think around a kitchen table dining room table was done. I’m sorry. Had the wrong room. Okay, well, it’s a bigger issue. I mean, maybe you don’t have anything. You don’t have an eat in kitchen. Sorry, iraq. Okay, so it’s around a dining room table. Since we’re talking about storytelling, why don’t you take a moment and tell that dining room table story? Sure. Well, i was diagnosed with breast cancer for the first time when i was just twenty eight years old, and it occurred to me that although we had so many organizations for breast camps are advocacy research, we didn’t have an organization that address some of the unique needs of young women facing breast cancer and those metoo could include, i think, like fertility, career, parenting, genetic, social life, relationships on everywhere i went, i happened to be the youngest woman in the waiting room by an average of twenty years. And so shar sharon began as an effort, really, to collect the stories of and the experiences of young people facing breast cancer and more even more specifically, jewish women and families. Facing breast cancer because jewish families tend to have an increased risk of hereditary breast cancer could be ten times higher than the average than the average woman. And so there were fight of us around the table that first night, that dining room table on by, you know, talked about the need for an organization that address some of those unique concerns. Way were five, and then we became ten. And now we’re more than sixteen hundred pier supporters nationwide. Alright, on dh. What is the the annual budget of short, sheriff? Give people a sense. Uh, when you’re eleven, which is what we are in now, the annual budget is about one point, eight million dollars. All right. And how many employees? We have fourteen, staff people, and we run eleven national programs with the help of more than five thousand volunteers nationwide, you have very heartfelt, compelling videos on the site and some on youtube. How do you find your story tellers? You know, we really we reach out in lots of different ways. And i think in our experience, we found that the more with the more we reach and in the more diverse in the more diverse mode abilities we used to reach women, the more diverse the stories we get back, we find stories in a few ways. First, we find them through social media using facebook and twitter and ask people to share their stories whether it’s on thanksgiving day, for example, we might ask people toe right in what they’re thankful for. As a young breast cancer survivor on twitter, we might say, you know, tweet us, you know, the things that you’re most great napor in twenty twelve find some of our stories on social media, we use our blogged to share stories, but also to get storytellers to share their email sometimes will do an e mail blast and a good example of that was my fortieth birthday, which was just a couple of weeks ago. I shared my fortieth birthday wish, and we asked others to share theirs as well. And so we got some stories that we were going to talk about that later on because you got a great response. I know too, that to that talk about them very traditional means of focus groups, for example, where we have women come into the office and share. Their stories and we can either take those weaken, videotape them, audiotape them on, and then have them transcribed so that we can use them for other purposes, okay? And we’re going to have a chance to talk to you about some of the those i don’t know. I don’t mean to sound heart like, you know, cold calling them channels, but methods something different methods like the like the face-to-face focus groups that your record, but right now i’m just trying to focus on how you identify storytellers, and sometimes they just come to you, write and tell you that they want to share their story with others. Sometimes they dio, you know, for some breast cancer survivors, that could be a very empowering way to close the loop on their breast cancer experience, where they’re sharing their story in the hopes of inspiring and empowering others. Sometimes we have to reach out and encourage people to share their stories, whether it’s with incentives or just by explaining to them that that’s another way of contributing to the organization in a non financial capacity on dh. Sometimes we, you know, it’s sort of low hanging fruit they’re already sharing. A piece of their story we can tell that it’s a compelling story, and so we reach out and just sort of nudge them along and say, you know, you told us a little bit about your experience, but we could, you know, we would really benefit from sharing that same story with, you know, lots of people and, you know, would you mind sharing some more? So we find them of those ways you can view this as a cz, a volunteer opportunity, and we dio, you know, sometimes people think that being a volunteer means coming into the office or e-giving tremendous amounts of time or contributing in terms of dollars, but really, being a storytelling could be a wonderful volunteer opportunity that doesn’t require people to go too much out of their way or tio reach into their pockets, and sometimes these stories are written right on dh, sometimes video or audio recorded that’s right on, and then sometimes they can be longer, and sometimes they can be shorter. You know, a tweet, for example, is one hundred forty character. The facebook post might be a paragraph a block post might be three paragraphs some might be written, some people feel much more comfortable writing, but others feel more comfortable speaking and in whatever way we can capture their story. That helps us. That helps us collect more stories because we find people in lots of who feel comfortable with different avenues of expression. How do you overcome the conundrum that people might like, tio, write their story. But on the web, viewers are more interested in watching video than than reading, you know, that’s, an important that’s important challenge that i think we all face in the nonprofit sector. You know, people feel more in control in some ways of the written word and certainly more comfortable behind the pen and behind the camera. But we find that our viewers really liketo watch on and it’s easier to share when we can just ask them to it’s linked to something on youtube or share a web based link. You know, we try to we try to identify those who will come across well on camera whose stories just feel more compelling because they have a great almost like a stage presence in a certain way. Sometimes we used basic incentive, you know. Come on in for. A day of videotaping, and that encourages people tio take the leap, and sometimes we just note that it doesn’t have to be a professional camera set up. You know, it could be your iphone, for example, that you stick on video mode and just shoot yourself speaking honestly into the camera, so we try to make it not to professional and too intimidating, because as you said, the truth is people to respond mohr two videos in some ways than they do to the written word, and we’ve had many guests on say that video does not have to be high production value to be compelling and sincere and moving. I think that that’s true, but i would take issue with one piece of it, i think, as a non-profit leader, one of the things we’re always watching for quality control and brand management, and so an organization like ours that really strives to keep a very professional face it. There are so many breast cancer organizations that are not necessarily as as focused on that sort of professional, the professionalism with which we pride ourselves. We really struggled with that balance on the one hand, no, it doesn’t. Have to be a twenty thousand dollar two minute clip. On the other hand, when we send something out that is videotaped on a shaky camera or that doesn’t look professional, it does in some way reflect on our own ground. And so we walk a fine line between sort of that honest, almost raw quality of video and something that looks too professional to polish to almost too and focus on attacking at heartstrings say a little more about some of the my voice is cracked like i’m a fourteen year old more me, me and we’re not even in the same room bonem it’s that your charm comes across the phone line, you say a little more about the contest you mentioned and some of the incentives that you might offer toe to induce women or men to tell their story? Yeah, you know, sometimes it could be something as simple as dinner, right? When we do a focus group in our office will say, you know, they’ll dinner is served at seven, you know? Come share your story and people will come around the table and the focus groups i should emphasize they’re not just for storytelling. Although that is an integral part of what ends up happening inevitably it’s also an opportunity for us to get feedback on programs and fund-raising initiatives and other core aspects of what we do at the organization um, sometimes it could be a simple and incentive as dinner. Sometimes it could be, you know, a t shirt it could be, you know, a reimbursement for travel expenses. It comes in all shapes and sizes on doesn’t have to be monumental mean t shirt or just expense reimbursement. People are moved by small, by small offerings, they’re moved by small offerings, and i would even say, it’s not i wouldn’t even say that that’s what sort of pushing them over the edge? I think i think people want to share their story, they think it apparently there is a need to share in some people, and we are just tapping into that and sort of pushing it along a little bit just wouldn’t even say that the incentive is what makes or breaks the desire to share that desire is built into some people, they find it empowering, and when you give them a knave anew, that feels comfortable, whether it’s the incentive that makes them feel comfortable, the environment you set up in the office that makes him feel comfortable, you know, personal phone call that you might make to encourage them to come in and share their story that’s the little those of the little things that help push them over the edge and make them feel even more comfortable sharing there’s a very touching video done by a woman named brenda. And she tells the story of ya l who ended up not surviving her cancer, but the video is really it’s very, very moving. Do you want to say a little about that? Yeah, that’s a video that we produced for our tenth anniversary way wanted to share the stories of families that had established major gift in support of star shoretz programming on, we wanted really to understand what it was that compelled them to give and the reason we wanted to understand that was we wanted to be able to share their stories with other family members and friends who might also be considering larger gift. Um, and we felt that that would be the easiest way to translate their own desires to the actual gift itself. And so we highlighted for families. Although i should say before we narrowed down to four families, we started with six or seven potential stories and then narrowed it down to the four that we wanted teo highlight on the video on dit was we really didn’t know what to expect. You know, the cameras followed these families around for a few hours in a given sunday and really just have them share what compelled them to give and establish their major defeat. And the stories are beautiful, you know, each one different you no one was story. The one that you mentioned about a young woman who was connected to another pierce a porter. Shall we have just about a minute before break? No it’s so good to tell the story of brenda and yell. So it was a young woman who was connected to another pierce supporter and the peer supporter passed away and our you know, our young caller wanted to establish a gift in her memory to make sure that others living with advanced breast cancer had a place to turn on. You know, the story came out beautifully. It’s touching it is compelling. And it also incentivizes others who are thinking about a major gift. We’re gonna take a break. Rochelle will stay with us, and we’ll continue talking about storytelling that hope you stay with us also. Snusz dahna hi, this is nancy taito from speaks band radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Duitz welcome back with rochelle shoretz and she is the founder of shark share it which you’ll find it shar share it dot or ge s h a r s h e r e t dot org’s deshele the shar sharon is a chain or necklace in hebrew so it’s a little more. And what you call your members explain that sure are pierce supporters we call links as though they were linked in a jane and it’s actually come full circle because when i was diagnosed with breast cancer a second time, i started to use the services that we created as an organization. And so i was the first link, and then ultimately now depend on some on another links in our chain. The chain is miles long now, right? Yeah. Stands the country were in all of the state. So you had a very successful written blogged post because we’re talking about righting versus video. But your your birthday block post did did very well. Got a lot of comments. Brought attention to shar. Share it once you share that. Sure. So my fortieth birthday was a couple of weeks ago and celebration of happy. Thank you in celebration of my birthday, i wrote a block post about the significance of turning forty and all that had changed in the breast cancer arena since i was diagnosed at twenty eight and i specifically highlighted and shared another story, the story of my grandmother, who had also been diagnosed with breast cancer when i was younger and how much the breast cancer story had changed in the eleven years since my diagnosis. And we were amazed at the response, we posted it as a birthday wish, and then we asked our readers and our stakeholders teoh right, a birthday wish back to me and we i think we had over one hundred responses, we shared it in in many modality, so it was on facebook it was on our block. We tweeted about it, we sent it out by email, we really blasted it on. The response is beautiful and in fact the staff as a gift to me collected all of the responses and put them together as, ah birthday book and it was beautiful and encourage people to share their own stories. They talked about their own grandmothers who had been diagnosed with breast cancer they shared some of their own stories, and again, these will be the seeds for further storytelling. We will be able to look back at all of these responses and pick from them others who might be interested in sharing their stories and greater and greater kapin more incentive again, as we talked about, i see stories everywhere. You know, that movie i see dead people. I see stories. I see stories everywhere. It just went on a hundred mile bike ride with a boardmember on. I said to her at the end of the ride said, linda, you should share your story on the block like writing something, and she did right away and again, we sent it out to all the riders. Everybody who had been on the ride. There’s, you know, really, everything we do there is an opportunity for someone to share their story. It might be why they participated in an event that might be what they learned at a given event. It might be, you know, a reflection at a milestone there’s always the potential to turn something that seems programmatic into something that elicit emotion through storytelling. That’s. Excellent. And how do you feel that? All this story telling is helping shark share it well, you touched on it a little before the break. We really used the stories in many different ways, we use him for programmatic purposes. So for example, we anecdotally they provide feedback to us on the program that we provide, and perhaps programs that we need to provide that we need to develop. We have them in marketing materials like brochures and newsletters, we use them in fund-raising efforts, whether it’s a thank you letter to donors or video that we’re producing for major givers on, we really try to find lots of different ways to use the same story or different stories to engage our diverse audience. What kinds of reactions do you get to the stories? You know, i think we keep the story israel, which makes the stories even more compelling. You know, stakeholders these days are very sophisticated, so they didn’t know when you’re trying to target their heartstrings. But when the emotion is wrong, when the story israel on when people can relate to it, i think we find any way that the response is is is great it’s certainly more effective than just shooting? Statistics in a brochure or, you know, highlighting accomplishment. It gives a face and a voice to the experience that we are addressing. How do you have? Yeah, yeah, please. Go ahead. Finish your thought. Okay, but how do you help the storytellers overcome their fear of you said people really want to do it, but suppose they have this fear, or maybe maybe even while they’re in the midst of story writing of writing or being interviewed or telling their story right in the middle of it, how do you help them overcome these fears? Well, i think the most important thing that we dio way provide a safe space for the storytelling. You know, people might be very excited about sharing their story in a, you know, at the at the onset. But once they start to tell it, once they start to share it, it becomes very personal, very raw. They start to hesitate. So we try to set up a safe space throughout the process. So first will guarantee that we will share whatever edited version of their story with them before it goes public. We guarantee we highlight for them very specifically. Where that story will appear it will be in the newsletter. It will appear on the web. It will. We might use it for a brochure. And so they have a very confident understanding of what’s going to happen with that story. That being said, you know, we still went in sometimes two challenges that we have to address on the fly. I’ll give you a specific example. This is not a verbal story, but a picture story. We did a picture. A picture exhibit of rochelle. I’m sorry. We have just about a minute left. Okay, so we did a picture display of ten of our women and one of the women who was very comfortable when she took her photograph ultimately started to hesitate. And so we have to narrow down where we were going to use that photo. So i think keeping the safe space safe, ensuring and basically ensuring that you are going to communicate with the storyteller helped them feel more comfortable sharing their story. It’s really it’s all very compelling and touching. And i want to thank you very much for sharing all this valuable information and also your own story with our listeners. Rochelle thank you. Very much now my pleasure, deshele shoretz founded sharks shoretz to connect young jewish women fighting breast cancer. They now work with people dealing with ovarian cancer as well and it’s open to men, women of all races, nationalities, etcetera. You’ll find them at shaare, share it dot or ge i want to thank my guests, of course, suzanne felder and rochelle shoretz also the organizers of fund-raising day for hosting me on the exhibit floor and allowing me to get that susan felder interview next week. I don’t know what’s coming up next week, give me a break because i’m recording this on august fourteenth and next week is going to be september seventh, but i do know that the september seventh show will include the smart, charming and resourceful maria simple, our prospect research contributor, and i know it’ll be a very good show and funny. I host a podcast for the chronicle of philanthropy that is called fund-raising fundamentals. It’s, a ten minute monthly podcast devoted to fund-raising it’s on itunes, it’s on the chronicle website. If you like this show, then please check out fund-raising fundamentals continuing to wish you good luck the way performers do. Around the world, russian theater folks say poca de pere, neither down nor feathers. That comes from wishing a hunter bad luck, which is really good luck to come home from the hunt empty handed. So you wouldn’t want to say thank you to that, because they’re giving you a bad luck wish, even though it’s a good luck wish. So what russians will respond with is shorty, go to the devil. And to think thes people contribute to the international space station. I don’t know, but it all seems tto together. Um and i want to thank janice taylor for her, continuing to give me these language lessons and artists. Good wish, explanations. Our creative producer was clear. Meyerhoff. Janice taylor is also our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, september seventh at one to two p, m eastern here at talking alternative dot com. Hyre zaptitude ing. Good ending. You’re listening to the talking alternative network. E-giving nothing. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. 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Improving communications. That’s the talking.

Nonprofit Radio for August 10, 2012: Working With Your Small Organization Board & See The Right CRM System

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Interviewing Terry Billie, Wendy Nadel & Lisa Robb at Fund Raising Day 2012
Terry Billie, Wendy Nadel & Lisa Robb: Working With Your Small Organization Board

What’s special about working with small shop boards? We’ll talk about setting expectations; recruiting; training; fundraising and assessing your board’s capabilities. My guests from Fund Raising Day 2012 are Terry Billie from the Hudson River Museum; Wendy Nadel from Yonkers Partners in Education; and Lisa Robb, executive director of the New York Council on the Arts.

 

Maria Semple
Maria Semple: See The Right CRM System

Constituent relationship management. You’ve got constituents: employees, donors, volunteers, vendors, clients. How do you manage your relationships with them and what’s the impact on your prospect management? Maria Semple is The Prospect Finder and our prospect research contributor.

This week’s segment with Maria has a survey. Please take a moment to answer three quick questions. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.

 


Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

Here is a link to the survey: http://www.surveymonkey.com/s/J68T3SM


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Durney hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. I’m excited to be back in the studio. It’s been a couple of weeks. Oh, do i hope you were with me last week? Of course i do. I’d be devastated to hear that you had missed last week’s show it was audit week, you’re hr audit. Karen bradunas is a human resources consultant. There may be things hiding in your hr closet that you need to bring out and dust off to avoid problems later on, we talked about your benefits plan immigration, paperwork and that’s not only for immigrant laborers and what to do if you get audited by federal or state regulators and your social media audit, scott koegler continued our discussion from the one hundred show on sites that help you assess how you’re doing in social media. Hoot suite marketsmart radiant six on a couple of others scott is the editor of non-profit technology news on our regular tech contributor this week, working with your small organization board what’s special about working with small shop boards we’ll talk about setting expectations recruiting, training fund-raising and assessing your boards capabilities my guests from fund-raising day this past june are terry billy from the hudson river museum, wendy no adele from yonkers, partners in education and lisa rob, executive director of the new york council on the arts also today, see the smart cr m system, constituent relationship management you’ve got constituents, employees, donors, volunteers, vendors, clients how do you manage your relationships with them and what’s the impact on your prospect management? Maria simple will be with me, she’s, the prospect finder and our prospect research contributor between the guests on tony’s take to my block this week charity corporatization reduction three i’ve talked about this before the blurring of the line between corporations and charities. I’ve got a couple of new data points they’re on my block and i’ll talk about them on tony’s, take two use non-profit radio the hashtag to join the conversation on twitter hashtag non-profit radio right now we take a break and when we return all intro my pre recorded interview from fund-raising day on working with your small organization board, stay with us e-giving didn’t think dick tooting good ending things you’re listening to the talking alternative network. Getting anything. Dahna cubine joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show, new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday starting soon. Number ten, ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna hi there, and welcome back. I want to send some live listener love got listeners newport, north carolina. I miss you, north carolina. I own a home there, and i haven’t been there in a few months, but i’ll be going back next month. Missing north carolina st louis, missouri live listener love out to st louis right now. We have pre recorded interview from fund-raising day here in new york city this past june on working with your small organization board. Welcome to tony martignetti non-profit radio coverage of fund-raising day conference two thousand twelve in new york city were in midtown manhattan at the marriott marquis hotel on the subject we’re talking about right now is working with your board. My guests are terry billy, assistant director of advancement at the hudson river museum. Wendy adele, executive director of yonkers partners in education, and lisa rob, executive director, the new york council on the arts ladies welcome. Thank you. Thank you. You have all three of you and thank you for taking time on a busy conference day right before lunch on we’re going to get youto lunch. Don’t worry, you won’t be late for lunch. Your subject is working with, uh, boards of small organizations. Lisa, why are boards of small organizations different than boards of larger organizations? Well, normally boards at large organizations that do a fair amount of fund-raising it’s a given and planning and very kind of instrumental involvement with the board, but less so on a volunteer basis or operational basis. Smaller organizations tend to have closer relationships to boards in terms of really what they’re doing for you and it’s also more difficult for them than at large organizations to get some of those things done. So you sometimes encounter at a good small, a good board in a small organization, tremendous work ethics and tremendous alignment with the mission because it is more of a struggle to get to some of the resource is that the larger organization board sort of inherently have. Wendy, why don’t you just set some context? Explain what youngers, partners and education is about what’s your work. We are a public education fund that supports the yonkers public school district for an independent organization that works to increase the number of students in yonkers who graduate from high school and completed postsecondary program. Okay, and now terry what’s, the specific mission of the hudson river museum, the hudson river museum is a history, science and art museum, providing opportunities to brought in the artistic and cultural experiences for people in the hudson river region. Okay, lisa wanted to explain what your work is with counsel in the arts. I’m the new york state counts on the arts is an agency of new york state government, and we work for the governor and receive our money through the budget. Process from the budget enacted every year by the governor and legislature. And we distribute thirty five million dollars of public funds to about fifteen hundred organizations, of which eighty percent have budgets of under seven hundred thousand small organizations. Tony let’s, dispel a myth that you have to be with just a few minutes ago. Boards of small organizations are not necessarily small board know they can range anywhere from thirty five to seventeen or fifteen, usually not less than that. And do we find the same type of diversity on a small organization board that will find in a larger organization board? Yes and no. Sometimes you may have a larger organization may have more corporate people that have connections to larger, mainstream corporations. Then you may have some people that have more connections to private foundations community board sent have a lot more community leaders, people who are connected politically, people who have businesses in the area on dh. Then, of course, you do have people that live in the area that may work for a corporation in a, you know, another capacity. And you also may have some folks that are government based. Okay, so you’ll have that local commitment, as lisa was describing, right? You have a little bit more local commitment. You’re your group may live in the area where your organization is, where a larger organization your your trustees may live elsewhere, right? So so so why don’t we stay with that, terry? What? How can we leverage that? That local nature of the board? Well, you’re trying to first off people become members of your board because they’re interested in what you do, and they want to help it serve your community, the community that they live in. So the urge to be part of something bigger than they are is one of the things that you want to work on. And so then you just need to work and find out what their capacities are, who their contacts are and see whether where their strengths are, too. Have them help you. Okay, twenty let’s start with sort of the chronology of board members life cycle, uh, recruitment. What? What are the challenges and that a small organization faces in recruiting successful boardmember we liked it really? Just talk from how we do it in my organization, but we typically try to identify specific areas of need that we have on our board and some of the gaps of skillsets connections, how people are connected on and we try teo, identify people who can fill those gaps on the board. Sure, and typically, the way we recruit them is through personal relationships. Typically somebody on our board might know of somebody or i might have met somebody, or in some cases, people have even approached us with an interest in the work that we d’oh. And now, since you are a local organization, you’re drawing from a smaller pool of potential talent. That’s correct, but you have the advantage of it being local and again, the commitment that at least talked about that’s. Correct? Okay, okay. Back-up lisa, special challenges of other special challenges around recruitment of boards for small charities that we should talk about. Well, i think one of the things we talked about in our workshop earlier, wass the wendy spoke to it. Well, that sort of a lining, the at a small local level. You may you want to make sure you know really what you want their role to be because they really is a commitment level. And interest level that is often not there. In the larger organizations. People may actually want to do tacit work for you. They may want to make real connections in real time for you, it’s, really not a so, you know, they’re not doing it for source social reasons. So i think, a lining that, you know, the individual in what they want to contribute, and then what the organization needs is even more interesting with smaller organizations. Because there’s more opportunity, i think, to really work with the boards one on one with real goals, that they want it, you know, complete with you, because you’re a small organization, you can actually do that. The goal isn’t a, you know, twenty five million dollars capital campaign, it’s a. You know of of two hundred fifty thousand dollars scholarship campaign, where numbers that become more achievable. So i think that is a challenge. Talking alternative radio twenty four hours a day. Hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life will answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. 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The people of creation nation listened to norah simpson’s creation nation. Fridays at twelve noon eastern on talking alternative dot com. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. I’ve had a guest on not too long ago. Melanie schnoll begun. Her work is with very ultra high net worth clients in the bank. I apologize. Either j p morgan or morgan stanley. Apologies, melanie. But her her one of the point that she made was that very wealthy people shouldn’t be ignored by small organizations. Potential boardmember because it could be bigger. They could be bigger players on a smaller board, of course. Plus you want their expertise, but they could be very interested in a small charity. Good when we actually have a few board members who have been on major major boards, like in new york city. Um who i think have a more gratifying experience. Kind of working on the more local level, rolling up their sleeves, having a direct impact on a cause rather than sitting on a fancy board and going tio three or four meetings a year and about feeling expected to write a check and doing nothing. So i think, that’s, that that’s really the just the distinction, right? Same thing here. My organization has a wide variety of folks in both wealthy and not so wealthy. But people who were really involved and and the smaller organization that’s that’s the reason why they become a member of the of the of the board is to get involved because they have a passion. So, terry, since fund-raising is so important for board members, how do we set the appropriate level of e-giving four boards at small organizations what’s your place there? Some places just give one level of giving for everyone saying, okay, everyone needs to give five thousand dollars or three thousand dollars or ten thousand dollars or whatever it is, but it has to relate to the size of the board’s budget. So for example, my organization does not have a specific geever get, but we expect everyone to participate in the annual fund everyone to give to the gala in some way, shape or form and everyone to give an additional gift of some sort. So you may have some folks that can give twenty five thousand dollars to the gala and then ten thousand to the annual fund and then an additional gift from their private foundation and then other people will, through their company or through there, and a combination of company and the personal money. Give five thousand to the gala, you know, one thousand to the annual fund and, you know, some other money, so it has to be a willingness to accept so it’s a willingness to accept what they khun dio right? Because it’s their capacity so it’s about having a conversation with the boardmember when they’re coming on to understand, to have them understand that there is a responsibility to see support the organization, and then to talk about what level that they’re comfortable giving it. So is that how you assess their capacity? And you’re just really you need to have a conversation what they’re comfortable with, right? Well, i mean, you’ve done the research, you’ve done the research before you brought him in as a trustee to kind of know what they’re pass it e issue done the the prospect research to say, ok, well, this person, you know, has given here there and what have you so you kind of have an idea of what they’re financial level is so then it’s a matter of having a careful conversation with them too say, you know, what is it that you feel comfortable with? And it is, of course. It’s important to set those expectations at the recruitment stage, right. Exactly together. Normally written down. I mean, this is not it’s not uncommon to have written documents that say your contribution will be two hundred fifty dollars. You know that that’s? Not an uncommon. Okay, where you’ll be expected to go to an event or you’ll be expected to cultivate whatever. It’s not uncommon to have those things even written down. It’s. Not like these air secret or uncomfortable conversations. You know, they’re just that’s just part of the business relationship. Most bored people understand they will be a set of contributions they have to make some of which include financial time. Whatever would you would you go so far as to recommend that they be a document that the boardmember signs? Yes. In most cases, there is a is a a a a board agreement. Okay, because liability means you normal. Ok, wendy, partners in education, we don’t have a written agreement, but we haven’t explicit verbal commitment that in most cases has been honored without a problem. Okay, it is not in a contract. All right. How about communications with with a small organization board is that? Is it any i’m guessing easier because most of the people are local? Terry, go ahead. Well, we my ceo communicates with the board on a regular basis. Individually, we have meetings every month, so every other, every was every other know every other month is an executive board meeting. And every other month on the other side is our full board meeting. And then we do not have a board meeting in august. So there’s that then there’s also committee. So we have committees, there’s, a finance committee and development committee, a program committee and nomine nominating committee. And so they usually meet every other month or every two months, three months or something like that. And then we all like i communicate with staff with the board members that i’m working with for a specific project or the, you know, different staff would work directly with the boardmember so it’s, more informal words again, a larger organization with larger, more high level board members, you may not have as much communication access access to them and communication through all your staff with them. It may just be a point to point from your ceo to the board or maybe your ceo, your cfo and your development person, the only people that talk to your board when they were going to say something on communicating for us. I’ve really have kind of individual relationships that the board members. And for the most part, i’d say seventy five percent of them. I have. I’m in communication with on a very regular basis, and you’re the executive director. S, right. Ok, which is, i guess. They’re more accessible to the charity. Also, the board members make themselves more accessible than a larger organization might find. Well, i find ways email, and i mean, i think communication is really easy, you know, whether wherever you live, you could just shoot and email and get a response, but because the board’s pretty active everybody’s working on something so there’s always i mean, it’s not the communication is not for the purpose. So much of updating as it is to kind of do the work, and we work together as you know, collaboratively on you, no specific issues and projects that puts me into direct communication with the board members on a fairly regular basis. So what about switching topics? Labbate hyre assessing the capacity of your board in different capability, different areas, maybe it’s fund-raising maybe it’s love assessing whether you have gaps in expertise? What what’s important? I think, wendy, we’ve all talked about nominating committee’s and what we do, we’re in all the organizations i’ve worked for is the nominating committee is one of the most important committees on any board or the nominating people, and we we do it very almost like database oriented. You know, here the five or six strands of talent that we need, you know, social talent, business, talent, political talent, you know what, marketing, whatever it is, you know, here’s the slots where that is filled now, here’s, what? We’re going to have gaps, we spend a lot of time looking at the term limits, and when people are coming up for renewal too, you know, because gaps will then because you really want to call today, you know, minimally, a year in advance, you want to start your cultivation efforts because you make no assumptions and and also things come up for people, you know, they were interested last year, but this year someone is ill in their family, they’ve gotten a promotion, they’re moving, etcetera, so the nominating committee is very important and to be very strategic about on the goals. I mean, you could have a goal that you have celebrities that’s fine, but, you know, you have to just make sure it’s all you’ve gotten what’s it called a pipeline, you know? So you’re constantly putting names into that pipeline, and your board is very active in that process. Well, they are on their on the nominee they are, the nominating committee rarely includes people from staff in anything other than, like a, you know, did that’s really very much the work of a board there also engaging the full board. Oh, christ, as they identify needs. Oh, you know that it’s talked about usually nominating and issues of bored recruitment are are usually part of certain board meetings. You know, it’ll come up as an agenda item and then there’s the nominating committee, which has, like, you were saying this most of the time, i talked to our board members when i was at pelham art center because they were working board. Wendy so a lot of the communication had to do a task oriented project management, things you were doing together, military. Anything you want to know about assessing the capacity of the board. Okay, what about board training? Any any differences in when a new boardmember comes on any differences that you’ve identified you, emmanuelle for smaller organizations that okay, please go ahead. We have aboard manual that we’ve been evolving our organization’s not quite five years old yet sweeping, evolving that and new board members that come on, get an orientation. They are given emmanuel. And each year we, you know, have ah, two three hour orientation for our new members and that’s how we train them. And there is no big formal training program but it’s more of an orientation to the organization. Ok? And most of them have been to something that we, you know, most of them know us and not where they joined the board. Someone in the other workshop had an interesting idea. She spoke about on their board. They actually had, like, a, you know, in high school or college, the key club where you came in new and someone was aligned to you. They had a senior boardmember each new boardmember that came on, there was a relationship. They were the mentor to that new boardmember i thought that was a really good idea. I thought that was a great idea. What we do is we have a retreat every year once a year. It’s ah, saturday afternoon. And so we are doing both role playing or discussions talking about topics that are of interest, reviewing our strategic plan. So last year at our board retreat, we went through some role playing in how tio make an ask good. Okay, excellent. That kind of leads me to something interesting. I think i hope hyre what about board members who aren’t comfortable asking directly, but maybe can be engaged in other activities around fund-raising why did you continue, terry? Well, some people are very they they feel uncomfortable asking their friends, their family or going to to even business colleagues to set up a meeting for something. Um, and so you need to find different ways for them to to support whether they can host a party of their friends at their home. We’ve done that. Where then you have your museum staff and their friends. They’re so the museum staff could do the cultivation because we’re that’s what we do. S o or you can have them come with you on a site, is it with a funder or a lunch? And they just need to be the intro person and the ask and the program description and all of that comes from the staff people, so they are observing their participating in some way, but they’re also they’re shadowing. They’re learning through it by going through this, you know, site visit or you? Know, observing the ask at a cocktail party or what have you do you find that they become the ones who are reluctant in the beginning? Tio actually ask become more comfortable. Have you seen that? Well, a little bit, yeah, i mean that’s the goal and sometimes it may take a little longer depends on everyone’s personalities different and some people are more comfortable in the limelight and others are not. So you have to kind of work with what they’re willing to do, what their comfort level is and you can’t force someone into something that i want dio that will be a disaster. Forget wendy’s. I don’t think i think something terry set is is really key, and that is, you know, in addition to asking people for money equally is important is is just opening up doors, making introductions and that’s i mean, even for people that don’t like to ask for money making introductions is really important because, you know, particularly if you really believe in the mission of the organization, the organization khun sell itself that’s themselves, that pipeline that lisa mention constantly introducing new people. I know we have a boardmember and you know, one of things i like to do is just kind of focus when i have my board members do. And we have one boardmember who has some really key foundation contacts and his what i asked him to do every years you get me into two foundations and that’s it that’s it that’s your job and that’s huge. That could be hundreds of thousands of dollars. So anything you want and what i do think that friendraising and fund-raising are all part of that same resource development. And as long as you can make sure there’s enough prongs and what you think of resource development there’s no, boardmember that can’t help you if we have to leave it there, ladies. Thank you very much, wendy. Tell you. Thank you. Lisa. Rob is executive director of the new york council on the arts. Wendy liddell. Adele is executive director of yonkers partners and education. And terry billy is assistant director for advancement at the hudson river museum. Ladies, thank you very much. Thank you. This is tony martignetti non-profit radio coverage of fund-raising day two thousand twelve at the marriott marquis in midtown manhattan. My thanks to the three ladies. Some live listener love out tio st louis, missouri, hello, jersey city, new jersey. Welcome back. My dad was born there, i told you, used to live on mcadoo of reston, virginia. Hello, live listener love, and then we go further east vietnam. Welcome. I wish i knew the city. I’m sorry, our software doesn’t tell us what city. Right now we take a break, and when we returned tony’s, take two, and then maria simple will join me to see the smart cr m system. So i hope you stay with me. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. You’re listening to the talking alternative network. Oppcoll i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. That live listener loved that i sent to vietnam is joined by love going out to korea, and if you’re listening, if in a foreign country i’d love for you. Teo, tell us what city you’re in because our software doesn’t tell us so you could tell me on the linked in group or the facebook page or tweet me. Let me know what cities you’re in vietnam and korea tony’s take to roughly thirty two minutes into the hour. My block this week is charity corporatization re ducks three i’ve blocked this before, as you can tell from the title, and i’m still concerned about blurring lines between charities and corporations. More cities, for instance, are collecting what they call pilots payments in lieu of taxes from charities or they’re considering getting these payments from charities pittsburgh in memphis for most recently and there’s in my block there’s a link to a chronicle of philanthropy article talks about pittsburgh and memphis and a number of other cities that are either collecting those or looking at it. Also, we have corporations starting to look like charity’s, taking some in some of those charity attributes there’s the b corp in california. That’s ah, a form of organisation be corp. For an organization that gives some public benefit as well as having a profit motive. And in a lot of states there are low profit, limited liability corporations also called l three c’s on dh does i put this together with some other data points and just concerns me that the charity start to look like corporations and start getting treated like corporations in terms of those taxes. On that corporations start to look like charities. It’s on my block. The name of the post is charity corporatization re ducks three. My block is tony martignetti dot com. And that is tony’s take two for friday, the tenth of august thirty fourth show of the year. Joining me now, as she does once a month, is maria simple. Maria is the prospect finder she’s, an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com. Her book is panning for gold. Find your best donor prospects now with an exclamation mark at the end. And she is at maria simple a si m pl e on twitter. Maria, welcome back. Hi there, tony. How are you today? I’m terrific. Very well, good to have you back. Thank you. We’re talking today about c r m constituent relationship management. Why is this important? Well, you know, it’s very important for non-profits to track relationships that they have especially fund-raising purposes, in my opinion, you know, i’m talking more about fund-raising side there as a prospect researcher that you want to be able to see, you know, where our people interconnected you want to be ableto have a certain data point certainly noted in a system that’s going to be able to capture the relevant points of information that are important for your organization and a broader cr m really goes beyond even the donor database. It would be able to track relationships that you have with volunteers with perhaps people that are coming in, uh, to use your organization’s services on a daily basis so it can give you a really broad picture. And, you know, i any any time you can have any type of a tool that shows sort of relationship management for a mapping tool, you know, i’m all for that, okay? And you and i have talked about too, that prospects don’t only come from donors and fund-raising quote fund-raising prospects. But could be employees or vendor’s vendors to the organization or consultants. Right? Right, right. So these are all the types of relationships that you can manage in a system, you know, ideally, you know, a picture scenario where you are a ah non-profit executive at a small commit sides non-profit and you get a phone call and somebody says, you know, hi, this is, you know, tony martignetti i’m looking to talk to you a little bit more and expand on our last conversation. If it’s me calling, you probably should hang up, but it’s using some other example? Yes. You know, you would want to be able to instantly trying to recall well, gee, what? Tony and i last talk about what were the talking points? You know what? What was his area of interest? Right? So ideally, if you’re, you know, at your computer, will you be able to just, you know, put tony’s name in there and pull up some sort of a data sheet on tony said that you’d be able to track what what were our last conversations? And, of course, you know, this is really important. There’s a lot of turnover right at non-profits so, you know, you want to be able to have that that that long term relationship tracked a donor doesn’t care, right? They don’t care that there’s while they developed relationships with key personnel at the non-profit but in terms of the overall longevity and their commitment to that non-profit organization, whomever that executive director development director is, um, he’s probably not as important as the overarching mission and trying to make sure that that there’s that continuity that people will continue to understand what that donor’s intent is what donors specific interest are. Yeah, it becomes quite embarrassing to say, you know, someone who’s new in the position, you know? I don’t i don’t really know what what conversations were before me, you know, it all just needs to be documented. You’re right for the institutional knowledge and continuity, yeah, absolutely, really critical and donorsearch budget organizations are really just using some sort of a spreadsheet right now to manage this, you know, there are systems out there that are fabulous, and they really range in price. Do you want me to talk about a particular guide that can that can help them kind of identify this. And i can actually put some information on on your paige is well about it. Yeah, in just a moment. Let me just get to one of the survey questions that we had about what? What systems people are using now to manage constituent data. Fifty percent of using razor’s edge. And about seventeen percent are using donor perfect and about a third of using other other software systems. But nobody said one of the choices was it’s on paper or in our heads. And so, thankfully, nobody nobody said that. And nobody said excel spreadsheets. Good thing. So all right, so people are past the index cards, at least. Listeners. Well, this is sophisticated audience, so you’re not going to get your average executive director ceo fundraiser listening to this is a sophisticated show, so the sample is skewed. So we’ll presume that there are some who would say it’s on paper in our heads, but they’re not our listeners. They could be were welcomed them, because then after today’s show, they could choose a different answer. Find value. This’s a that’s. Right? Of course. S oh, please. Why don’t you, uh you have an idea if we had just a couple minutes before break, you have ah, a place where people can sort of compare software, is that what you have? Yeah, absolutely. June twenty eleven idealware dot org’s, uh, terrific website for all types of things having to do with technologies for non-profits they came out with a free downloadable guide that’s called the consumer’s guide to low cost donor-centric and they reviewed lots of systems, and then they go into in depth and review sort of their top ten systems and across all kinds of different, uh, data points, you know, they’re reviewing them, of course, for price. And by the way, all assistance they reviewed technically felling under the four thousand dollars range. Okay, so these are not going to be like razors edge is not going to included, right? Razor’s edge is a very high entry cost. Yeah, so i thought, well, with, you know, your your listener audience of the smaller to midsize non-profit that some of their recommendations might actually fit very well for the non-profits they’re looking at, you know, how well can you manage the donor information? The reporting, tracking events, some of the systems khun do that? Well, yeah, because event event attendees that’s another constituency, right? That’s, right? They might attend an event, but they’re not. They’re not donors in the strict out of pocket sense without any other, any participation. So event attendees another important constituency that’s, right? And they are also some of the systems will do male merging very well. Others are not as great at it. Email. How well can the system email out or play? Well with an outside system, for example, i know that there are certain databases that played very well with donorsearch software, like tapestry in constant contact or constant contact in sales force. Dot com they are two systems that integrate very well together. So integration actually is another data point that they looked at. So, you know, i recommend everybody take a look at that particular guide because it’s free it’s downloadable um and idealware is actually having ah, replay on their webinar that they have on that particular topic as well. And i happen to have received an email. Just tweak that they’re having a sale on their recorded webinars. So for this month, only august it appears that they are nine dollars to download the past recorded webinar. Okay, but and the the survey sounds like sort of a consumer reports of of c r e m now does idealware this is important to know his idealware create today of their own software package or now that they’re not in that business there just a value. They’re reviewing it, right? They will value you don’t. Okay, so we’ll put the idealware dot com. But what? What we put oh, dot org’s. Thank you. But why don’t we put the link to the this document? Go on the facebook page and in the linked in group? Sure, i can do that. Okay. Thank you, maria. You’re always very good. And maria is maria doesn’t only say she’s going to do it actually doesn’t. So the show ends at two p m eastern. I would expect now putting round spot. No, but i’ll just say very quickly. Maria will have the stuff up. I’ll just leave it there. She always does. You always. You always have been. Um okay. What? You had a conversation with a ceo of, of of of a newer, newer offering in this field right recently? Well, actually. That’s what prompted me to kind of take a look at their whole cr m area? There’s there’s a very new, interesting software out there. And it’s called unify o you and i f y o dot com. And by the way, it works best on google chrome. So i know that was one of the questions that i made sure that we are listeners answering on since you’re right, but since you just mentioned it, let sze get that question out. It was which internet browser or using it work fifty percent explorer. Fifty percent are chrome, and then a handful of people, i guess, have to and the about a third of those said fire fox so a third of the yeah, about a third of the half what the hell am i talking? About? Fifty percent said explorer, fifty percent said chrome and about seventeen percent said firefox. So obviously summer using multiple systems. That’s what i was trying to convey in the past minute and a half. Okay, so way. Just have a minute before break. So say a little bit more and then we’ll come back. Okay? Sure. So what it is is a technically they call it a browser extension, and if you go to their website, they have a really cool little video. And i can post, uh, on your page is, well, a link to a specific video that talks about how confused for prospect research and that’s what really caught my attention, but basically what they say is that it bridges the gap between you and your c r m so and we’ll give you a little bit more information on that. But it really completes your customer profiles toe all of your cloud applications, so it integrates with several systems already sales force dot com high rise, which is another cr m system that i’m actually not as familiar with, um, and so, since sales force dotcom does have a non-profit maria, we have to take a break hold. That thought you were just saying, since salesforce dot com does have a non-profit when we return, we’ll let you finish that sentence. Stay with us. Talking. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. 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Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Altum welcome back, maria. Simple it’s. Your turn. Teo, finish that sentence on thing about sales force dot com they do have a non-profit related cr m so eyes that free budges. Do you know if that’s free? I believe it is. Yeah, i have. Yes, i was approached, i think. But it wasn’t recently by a salesforce dot com representative. I think it is free. The dover street version for charities. Yeah, i believe it is so what’s kind of cool about it is, you know, it had caught my attention was the fact that if i’m assuming now that the sales force dot com tool that non-profits air using would indeed integrate with unify oh, so if we’ve got any sales forthe users out there, i’d love some feedback. You know, through my page or tony’s page to see if it’s working well for you, but basically once you load this unify o icon up into your tool bar so let’s say then you are looking at somebody’s profile in sales force dot com you can click on the little unify. Oh, uh, icon and it will show you other other interactions that have happened with that person, so if that person has been tweeting about your organization or any email communications that have happened, you can manually put in specific notes about a person, so i’m thinking for a really small to midsize non-profit this could be a very interesting solution. Now, this is brand new. Tony okay, yeah, this is brand new, this is you launched may twenty twelve um, i had an opportunity to skype twice with the ceo of this company in recent weeks so i could get a better handle on understanding it and they love feedback. So, maria, it sze pulling in the whole web when you when you identify somebody that you’re you’re interested in? Yeah, well, it integrates best with certain platforms, but yeah, i mean, if you’re browsing and google chrome, so i was right, it has to be it only works in google chrome so far right far only google chrome, but they are looking to develop it for the other platforms as well. And, you know, i just think, it’s something really need to take a look at if if any of our listeners have an opportunity to do so and provide some feedback, they hadn’t created this. For the not non-profit sector originally, so to know that there could be this applique ability because you can have teams of people so let’s say you’ve got the executive director, the development director, maybe a program director and maybe a couple of board members be considered a team. All this data can be shared. So if you and i are on a team, tony and i want to try and figure out what? When were the last communications, it would pull an information about your last email communications okay, and are you testing this unify? Oh, maria, you know, i’ve been playing around with it a little bit, but i don’t have sales force dot com loaded here so that’s, why? I’d love to know somebody who does have it to see how that how, how that could integrate but it pulled in lengthen dad a twitter feed and i think it’s gonna have a lot of applicability it’s free right now, and it won’t stay free forever, so there will be a fee attached to this at some point. But i’ve been told by the ceo they’re going to keep it very affordable for the nonprofit sector. More broadly, when you’re looking at your your cr m software it’s important to know what, what your goals are from your from your system. Yeah, yeah, absolutely, you know, is it’s a system that is only going to be turning out donorsearch ports is this system, as i mentioned earlier, that might have to do mail merges and email marketing? Um, is this a system that is going to be able to help you track, um, interactions, right with those air critical for prospect freak prospect research? Oh, absolutely, absolutely. I mean, you think about all the points on the continuum on the development cycle. So you’ve got the prospect identification and research think about how will it play into cultivation? Solicitation the thank you, the follow-up and the stewardship i c c r m being invaluable not only for me, it’s, a prospect researcher, but certainly in stewarding donor forward. So it should have really flexibility to be able to provide additional notes. I love cloud based systems personally and don’t put me in george in jail. Now, i think the audience knows club. I think scott and i have talked about cloudgood other other other guests have, okay? I think people should know the cloud by now, i’m clear to talk. Wait, we just have about a minute and a half, though. Okay? So any cloud based system, for example, will enable any board members that you give access to the system, say they are very active and cultivating and solicited, soliciting people and meeting with people outside the office. Then they can certainly go ahead and type in notes about those particular meetings. And that again for that continuity is very, very important. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now. And her website is the prospect finder dot com maria. Such a pleasure. Thanks very much. Thanks. Always tony on dh something occurred to me as i was talking to maria, you know, wanna make sure that i’m not sounding hypocritical because i blogged and talked about on tony’s take two. My concern about charities being too much like corporations. And now here we are talking about with marie about salesforce, dot com and unify. Oh, a system that wasn’t developed for charities was developed for companies. I do think there are good practices, great practices. In the in the for-profit corporation sector that charity’s can learn from and vice versa. I think corporations could soften themselves in some ways and learn a lot from charities. It’s the it’s, the so learning from each other, that’s to me, that’s distinct from starting to, um b organized by be regulated by by the other by state and federal overseers as one that you’re really not as as as b corp to start to look like r l three sees the limit for-profit limited liability corporations, i think start toe look at so that’s the start to look like charities that’s the distinction for me between what maria and i were talking about when i blogged about this week my thanks, tio terry, billy, wendy nadella, lisa, rob, of course, and the organizer’s of fund-raising day twenty twelve as well as maria next week grow your grassroots. Michael o’brien is a consultant and a grassroots organizer. Why this might be good for your organization and how do you get started? We’re talking about bringing new people to your cause and how to keep them excited about your work through the grassroots. Also, scott koegler returns. He’s the editor of non-profit technology news in our tech contributor you know i’m gonna be talking about devices, laptops, desktops, mobile we’re all over. Social networks checked out are linked in group facebook page maria will have the resource is up there? Follow me on twitter and use our hashtag non-profit radio. Also, i host a podcast for the chronicle of philanthropy it’s called fund-raising fundamentals. If you like this show, you might like fund-raising fundamentals it’s on itunes, it’s, a ten minute monthly podcast devoted to fund-raising continuing to wish you good luck in the way that performers do around the world. I want to keep this up because it’s fun and and i can do whatever i want on this so house with buy-in bruv house won’t buy-in bro that’s german for break your neck and your leg like we would say in the u s break a leg. Germans want you to go further because they have a large orthopaedic surgeon constituency, so they weren’t broken necks and legs and my thanks to janice taylor for these language lessons and contributions. Do you have one away that foreigners greet performers that are just about to go on stage and what they wish them how they wish them luck. Share it with me, let me know, and be sure and tell me how to say it. Our creative producer is claire meyerhoff. Janice taylor is our line producer. The show’s social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next friday, one to two p m eastern on talking alternative broadcasting, which you will always find at talking alternative dot com. I didn’t even think that shooting. Good ending. You’re listening to the talking alternate network. You get anything. Dahna cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping conscious people be better business people. Dahna you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. 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