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Nonprofit Radio for June 23, 2025: A Conversation With Art Taylor

 

Art Taylor: A Conversation With Art Taylor

He’s the recently appointed president and CEO of AFP, the Association of Fundraising Professionals, so we’re on hiatus from our 25NTC interviews for one more week. Art explains the value of AFP in our community, including enforcing professional ethics; reflects on our challenges and how to advocate for our sector; shares his thoughts on fashion, guided by his wardrobe stylist wife, Yolanda; challenges us to improve donor participation; and urges us to take responsibility for our community’s image and performance.

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Welcome to Tony Martignetti Nonprofit Radio, big nonprofit ideas for the other 95%. I’m your aptly named host and the podfather of your favorite hebdominal podcast. Last week, we promised a return to our 25 NTC coverage this week. Uh, it’s not happening and I blame the associate producer. On another topic, this is show number 745. That means we are 5 weeks away from the preeminent 15th anniversary and 750th show. Stand by 5 weeks to go. Oh, I am glad you’re with us. I’d be hit with auricular hypertrichosis if I had to hear the hairy idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s up this week. Hey Tony, we’ve got A conversation with Art Taylor. He’s the recently appointed president and CEO of AFP, the Association of Fundraising Professionals. So we’re on hiatus from our 25 NTC interviews for one more week. It’s not my fault, blame the pod father who writes my script each week. Art explains the value of AFP in our community, including enforcing professional ethics, reflects on our challenges and how to advocate for our sector, shares his thoughts on fashion guided by his wardrobe stylist wife Yolanda, challenges us to improve donor participation, and urges us to take responsibility for our community’s image and performance on Tony’s Take too. Hails from the gym. Another semper fi moment. Here is a conversation with Art Taylor. It’s a pleasure to welcome Herman Art Taylor back to nonprofit radio. Art is president and CEO of the Association of Fundraising Professionals AFP. He had been president and CEO of the Better Business Bureau Wise Giving Alliance from 2001 to 2025 this year. At the Wise Giving Alliance, he co-authored the overhead myth letters with the guide star and Charity Navigator CEOs. That was 2013 when art was last on nonprofit radio with the two other CEOs. He’s been a lecturer at Columbia University and adjunct faculty at the Indiana University Lilly School of Philanthropy. You’ll find Art on LinkedIn and AFP is at AFPglobal.org. Welcome back, Art. It’s good to see you. Tony, thank you for having me back. It’s been a while, but, uh, obviously I’ve been following your, your amazing journey with this platform, and it’s just been, uh, unbelievable that you could stick to something as long as you’ve had. Well, thank you. Yeah, we’re coming up on our 15th anniversary will be in July 750 shows. But congratulations to you on being appointed president and CEO of the enormously wildly popular and important association of fundraising Professions. I’ve been following you. Congratulations. Well, thank you, Tony. It’s a great honor to serve the fundraising profession in this way at this point in my career, and it’s obviously quite adjacent to what I’ve been doing over the last 24 years. So it’s uh a great uh way to see how a person’s career can come together and in my opinion fit pretty squarely within the the bounds of what fundraisers are trying to do both from a performance and an ethical standpoint. Obviously, a lot of people agree. Otherwise you wouldn’t be president and CEO apparently, right? They do. Uh, I didn’t include in your bio your law degree. You and I went to the same law school. Temple Temple it’s the Beasleys. I don’t call it that reminds me of Mrs. Beasley. Remember the little doll from uh the, the TV show with Sebastian Cabot, a Family Affair? I do, I do remember, uh, Brian Keith. Sebastian Sebastian, the little girl had a doll, Mrs. Beasley, uh, so I don’t call it the Beasley school, but I think you left when I got, did you, did you get your degree in 1989? 1989. That’s right. And did you go full time or at night? No, I went in the evening. I worked at a nonprofit, uh, all day long as a CFO, and then, um, at, at night I would go to classes and it’s quite an experience. Uh, I started in 1989, so you, you graduated, but I always admire, I went full time, but I always admired the evening students because I knew they were go-getters, you know, they didn’t, they, they weren’t, uh, their jobs were demanding, and here they were 4:30, 5 o’clock, 6 o’clock, walking up the steps at Temple Law School, and they’re sitting in for another 2-3 hours of class as I’m walking down the steps to go home. To have some dinner and, you know, and start studying. So I, I always admired the evening students, uh, the, just the, the ambition that it takes to get a law degree while you’re working full time. Yeah, well, you know, when you start out, you don’t really think about it that way, um, and then when you get in it, there’s so many other people who are doing it, you just kind of go along with the stream of activity, you know, you just, you’re just kind of in it and it just becomes a part of your life. But it was challenging, um, also extremely rewarding and, um, got to meet some really fun and interesting people. And learned a lot to uh carry with me even though I never practiced law, believe it or not um it has helped me in enormously um important ways everything from how I think about a problem to understanding some of the legal ramifications of issues that we get into um even policy, Tony, it, it helps you shape how you, um, envision creating policy internally and externally. And risk management issues, um, and also, you know, when I got in, the reason I wanted to go to law school was I was practicing as an accountant and my thought was that accountants sort of account for what happened, you know, we sort of keep track of what happened, but lawyers kind of create these transactions legal instruments and make it, make it happen, yeah, and I sort of felt that this would be a complete. Um, full circle way of, uh, growing in my career, and it did, it helped me quite a bit in that way too. Yeah, law degree, very valuable. Yeah, uh, enormously. I only practiced for 2 years, uh, but I, I agree with you. I find that having the law degree enormously valuable in the way you attack problems, think about things, yeah. Well, Tony, you know, the big difference today though is. I think when I was going to law school, it may have cost me $3000 a semester. I don’t think there’s a place you can go for that price today. Uh, it’s probably 200 times that now. Um, so let’s talk generally about uh AFP, you know, just acquaint folks with the, the work of our association of fundraising professionals. Right, so, uh, AFP has been around now for almost 70 years, and, um, it is the, I think most discussed organization focused on the fundraising profession. Uh, we have about 25,000 members who work in all aspects of the nonprofit field. Um, both educational institutions, healthcare institutions, um, museums, nonprofit organizations, large and small, um, people both in Canada, in Mexico, and some sprinkled in other countries around the world. And so it’s um a pretty broad and wide uh membership and um people through all aspects of their career. Um, from the beginning until even into retirement, remain members. And it’s, it’s quite remarkable to um know that people find our organization as valuable as they do. Um, we’re focused though primarily on helping our members do their work better, more effectively, um, but also ethics. Um, we think it’s really important that members do their work ethically because as you know, if donors trust our people, our fundraisers and even our organizations, they’re going to give more. And so the ethical piece of this is really important, and we have a code of ethics that all of our members must sign off on before they become a member. And um in cases where there are challenges to that members notice to their code of ethics, we’ll even adjudicate a case where a person can be sanctioned for violating the code of ethics. In fact, I was on the ethics committee before I joined AFP for about 8 years. And we hear cases where a member accused another member of violating that code, and we would go through a process whereby a person was either determined to have violated or not violated that code. What are the common violations that you see. It can be any number of things. Um, it can be someone stole another person’s um uh content. It could be someone was accused of getting paid on a commission basis, which we don’t allow um a percentage basis which we don’t allow, or any number of other violations, Tony. And when they come, as I said, there’s a committee, there’s a group of us who would be assigned to hear that case and we make a determination and the member will be sanctioned anything from um losing their membership for a year or permanently to Um, not being able to participate in certain activities, um, we try to uh make the sanctions match what the offense was. I did not know that there’s enforcement of the code of ethics. The code of ethics, I think, is widely known. I hope it is. I didn’t know that there’s an enforcement mechanism too. Yes, the AFP code, the AFP code, and we have the ethics committee that really does that, and it’s an independent group from a, well, the board of directors obviously sanctions it, but it doesn’t participate in those cases. The ethics committee does all that work. Well, Art, uh, the, the challenging times we’re facing, you mentioned, you know, trust, not only of fundraisers, but trust of nonprofits, uh, the, the trust of the nonprofit community. Some, some individual nonprofits like Harvard and Columbia Universities and National Public Radio and the Corporation for Public Broadcasting and Planned Parenthood, so we’re seeing it on a micro level and we’re also seeing it on a macro level. Just last week or two weeks ago, I think it was 2 Wednesdays ago there was this uh charade of a congressional committee hearing. About how it was called something like NGOs gone wild. You could tell, you know, it was, it was objective, uh, it was a very objective assessment of our nonprofit community, not, um, you know, the, the look, the Trump regime is challenging our sector badly. Uh, months ago, Elon Musk called us a Ponzi scheme, uh, and just, just a week and a half ago when you and I are recording, there was this, I think, shameful committee hearing, uh, the, the, uh, at the department of, or the, the committee for the, for the, the support in support of the, uh, the doge work. Um, what are, you know, what is AFP doing? Well, first of all, we’ve been trying to stay abreast of all of these activities and keep our members informed and we have um great government relations work that um we um are hearing from on a regular basis, both about the challenges but also about some of the opportunities. Right now we’re pretty focused on the the this big beautiful tax bill. And there are some opportunities within that, particularly for us to finally get a universal charitable deduction for all of, um, everyone who files a tax return, regardless of whether you itemize. And that will be wonderful because we. Anticipate through studies that it could raise about $40 billion more in charitable donations and so we’ve been really trying to get behind that to get legislators to support this and it looks at this point like it has a good chance of passing with this bill and you know they we’ve also been trying to work to eliminate some of the more challenging uh provisions in this tax bill that could affect nonprofit organizations such as. Uh, extra taxes on foundations which could obviously hurt, you know, what nonprofits are able to get from those organizations and, um, um, making sure that um there’s no provision to single out particular types of organizations to be penalized in ways that um would make all of us in some ways vulnerable to that kind of attack. So, um, we’re, we’re paying obviously a lot of attention to that and trying to make sure that through our legislative processes we’re able to help. We had success, uh, in the House of Representatives where the, uh, the provision that allowed the Secretary of the Treasury to unilaterally designate a charity as terrorist supporting got stripped out. Uh, we need to keep that out, you know, we don’t want the Senate to add that back in. That’s another, that’s another talking point that I’ve been encouraging. Um, but yes, the universal charitable deduction, that’s outstanding. So non-immis, non-itemizers can get what is it, it’s, I think it’s a $150 individual deduction, $300 for a couple, right, that’s valuable, but there is a lot that’s bad in this bill for, for the sector, you know, these, these individual charities being attacked, um, financially. We, we just don’t know, you know, I, I use the metaphor of a domino row. Like those are the 1st 4 dominoes, the 4 I mentioned. Who’s the 5th which is the 5th domino? Might it be your nonprofit is number 5 or 6 because we know what happens when the 1st 4 fall. So, uh, so we have, so AFP has, I’m sure you have. Uh, government affairs, government affairs, either contractors or, or employees, and, and our, our contractors are also similar to contracting with other, uh, similar organizations and, and who are making sure that we’re all informed. So what you’re, what you’re experiencing with this work is a concerted effort. It’s not just AFP, but we’re joining forces with other organizations through our um legislative support. To make sure that many organizations are a part of what’s happening here and, and also being formed and, and weigh in where necessary. Does that include working with the National Council of nonprofits with Diane Yentl, she, she does, yeah, she was the sole positive voice at that uh at that committee hearing. Yeah, it was awful. It was awful the way she was treated. Oh, she was personally attacked. Yeah, it was awful and, um, you know, I think that. Uh, I actually thank God for her courage and uh for her commitment to this work. And, um, you know, all of us in the nonprofit sector owe her a tremendous debt of gratitude for what she’s been willing to go through, not willing, but she’s doing it because she knows she’s, it’s, it’s what she does. It’s the kind of person that she is. And um I can’t thank her enough on behalf of our organization and um many others who may never come in contact with her for her commitment and strength and um her willingness to stand up for all of us. Does AFP have any lawsuits against the regime? We don’t we don’t have any lawsuits as of now, but supporting the councils, yeah, OK, OK. Um, What, what, what can you encourage folks to do, uh, on an individual level? Well, you know, we’re having our virtual Hill day this week. And so we’ve asked our members to reach out to their congressional um delegations to talk to them about the importance of some of the issues that we’re talking about right now and to be supportive of the great work that the nonprofit sector does. I think most people kind of understand, but you know, we aren’t great in our sector at talking about ourselves. And it’s understandable I guess we don’t spend a lot of money marketing our work, we just go out and do it and so what you have are um people who don’t quite uh connect that some of the good things are happening are happening because of nonprofit organizations and um some people don’t even understand that the service they received was through a nonprofit organization. And so we’ve got to do a better job of telling our stories, but um we’re asking our congressional delegations to be supportive of the great work that nonprofits are doing in their districts and in their states and to look at, look for ways to assure that the field is such that we can continue to do this important work and uphold our democracy. You know what I fear, Art, is that we, we’ll get the universal charitable deduction at, at some level. Maybe that’s, it doesn’t really matter. Let’s say it stays at $150 per person, $300 per couple. We’ll get that, but we won’t get the attacks against the sector removed from the bill, both on the micro level, those 4 or 5 I mentioned. And on the and on the macro level in terms of USAID, State Department funding, you know, so like they’ll throw us a bone. With the deduction but end up hurting the sector very badly and the, and the image of the sector. Yeah, well, I worry about that too because along with the money comes the vote of confidence, right? I mean, when government says we think that there should be a robust and free nonprofit sector, it’s basically saying to its citizens, this is good for us. And when government attacks it and fights it, you know, people get a very different impression of what we’re doing. However, with that, I’ll say. That Regardless of what happens, you will always have nonprofits. People will fight, people will struggle, people are gonna support each other because it’s the human instinct to be supportive and helpful to each other. What we have to do, I think, Tony, is make sure that our Congress and our um our senators understand the extent to which we’re under attack. We’re not sure that they all do. We’re not sure that every senator and every congressperson has focused on these issues, and we’ve got to make sure in our own organizations and organizations from people who are hearing this, hearing this show that you can make outreach to those people in your, in your area to make sure they understand that we’re under attack, that these are real. Policies and potential laws that are going to be enacted that could have a deleterious effect on what we’re able to do locally in our communities. It’s really important that you not take for granted that they already get it. They don’t get it in every case. We have to get out there in front of them and make sure that they do and. You know, I know that there’s some fear that people have right now, um, of being critical of what’s going on, but I would hope that we could get beyond some of that fear and at least tell the story. I mean, we don’t have to be particularly critical. We can just say, you know, in our organization because of the resources we get, people get fed, or because of our organization, people who can’t get to their cancer treatments are able to get there, or because of our organization. You know, people who are, um, depending on uh being having a free access to their religion can actually do that because of our services, you know, we have music for kids who are trying to learn how to play instruments and they don’t get that in school. Um, and because of our organization, kids can get college educations and, and community colleges can thrive. So the kids who are trying to get the best value out of education can do that through a community college. Kids can get student loans. And let’s talk about that. How many people can go to college today without some type of student loan? And these could potentially be under attack too. So let’s not assume that every congressperson understands the value in what we do, and we need to get out there and make sure that they do. Because there are so many constituencies that are hurt by this big bad burdensome budget bill, uh, you know, the, um, Medicare, uh, Medicare, yeah, the, the potential Medicare cuts, uh, potential Social Security cuts, you know, so there’s so many cons and and other things, there’s so many constituencies, um, we need to make sure our voice gets heard. And, and you’re right that It, it should be directed to the levers of power, you know, sometimes I, I get concerned that we, we share each other’s posts on LinkedIn, you know, but that’s just that, that’s our echo chamber. Everybody, everybody we’re connected to on LinkedIn is already aware of the problem. Your, your LinkedIn connections are your, are your nonprofit colleagues. And we’re all in the community together, but beyond the our echo chamber to the levers of power and, and to the extent it’s possible to the public too, because, because our, our image is being. Badly, not worse than just tarnished, it’s being badly destroyed by the, the words in, in Congress and from uh the executive. Yeah. And I can’t believe that most Congress people want to hurt nonprofits. Um, many of them are parts of nonprofits themselves, you know, um, many of them were able to get elected because of their service in nonprofits. You know, they became popular because of the good they were doing in their communities through those nonprofit organizations. So, you know, let’s just be real here, and let’s be real. I mean, if you’re a congressperson or even a senator, there’s a nonprofit in your community that you’ve been connected to. Are you really willing to stand back and let that organization suffer for no reason? Um, and that’s basically what we’re talking about here. Someone decided that it’s time to hurt nonprofit organizations or to make them, um, operate in a way that we want to see them operate instead of giving them the freedom to operate in a way that they can best serve people. And are you willing to just stand around and let that happen? And that’s just kind of where it is. It’s really that basic. It’s not anything more than that in my opinion. And we have to, um, hopefully, you know, with our energies and in our concerted efforts, help them appreciate that um they’re connected to these organizations too. And if you’re really about delivering constituent services, how are you gonna do it if you’re not you’re doing it through government because you’re cutting all the government services out. And, and nonprofits which have been um great partners with government in delivering services to constituencies in every state. It’s time for Tony’s Take two. Thank you, Kate. I’ve got no tails from the gym. This one is, uh, and another semper fi moment, two Marines meeting in the gym. Uh, our last semper fi moment was uh back in March. Uh, it was actually the March 31st show. Two Marines met then, two Marines met this time. Uh, one of them is the same, uh, Rob. I’m not sure I knew Rob’s name at the time. I, I actually, I think I did the other guy, the other guy couldn’t get his name in. Because Rob was a little, little chatty, chatty former Marine, and I don’t, I did not catch the name of uh this uh second Marine uh this time either. But what I just admire is the way these, these guys have this love of the Marines and this camaraderie years after having served and, and, you know, they didn’t know each other, they didn’t work together in the Marines that, but these, you know, former Marines, they, they come together and uh. They just, they bond over their acronyms and Marcom and whatever, you know, I didn’t, I didn’t catch as much of this conversation as I did the uh the one back in in March, but it’s, you know, it’s two Marines. It’s just, it’s just very clear and, uh, and they always end, they end the conversation, you know, they don’t say goodbye, goodbye is or take care, that’s not the last word. The last word is simplify. And then they and then they part. So it’s, it’s admirable, uh, really, I, I, I’m not mocking it at all. It’s just, it’s a strong bond among former Marines who never served together. They just have that common Marine Corps bond between them. So, simplify. That is that no, I’m not qualified. I can’t say simplified. I was not a Marine. I was in the Air Force. We didn’t have, we didn’t have any mottos. We just, uh, I don’t know, we were like the sissy boys of the military. I don’t know. See that seems to be the stereotype anyway. It’s not true. We were not sissy boys, but that seems to be the stereotype that’s out there among, among the, uh, the more. Highly testosterone laden, uh, army and Marine Corps and navy seems to be the the misguided stereotype. So I won’t say simplify. I’ll just say that is Tony’s take too. Kate. You didn’t have like a motto, you didn’t even have like a goodbye. No you can remember? No. There’s no secret handshake, no motto, no, I mean, there was codes of conduct, of course, but nothing, nothing like the Marines have semper fi. We didn’t have anything like that. We were just the sissy boys. I don’t know, sissy sissy boys. I’ve never heard of that. Uh, you weren’t in the military. Uh, I don’t know. I, I mean, you don’t, you don’t hear it among the Air Force, so we don’t, we didn’t call each other that. But once since I’ve been out through the decades that I’ve been out of the Air Force since 1989. I’ve, I’ve heard that, uh, the other branches of the military think that Air Force personnel are the sissies. Oh wow. Well, we’ve got booco but loads more time. Here’s the rest of a conversation with Art Taylor, with Art Taylor. Going back to uh LinkedIn, you, you posted about a, you posted about a month ago on LinkedIn something personal. You, you, you posted a brief bio, uh, you told us that you’re a citizen of the United States and where you were born, your parents, who your parents were, and that you have a birth certificate and a passport. What motivated that post? Obviously, um, you know, we’re in an environment right now where people are being, um, Detained for many cases, no reason. Um, we have concern now that um even people with legitimate documents are being swept up and taken away. And um I just wanted to bring some attention to this issue, and people have interpreted my um my LinkedIn post in many different ways. Some people have pointed out that By doing this, I might have normalized the behavior, right? I mean, oh, so, so now everybody has to let the world know that they have documents. What about the people who don’t have documents? Are you basically saying they should go? And I understand that and and that wasn’t my intention, but I think it’s important to bring attention to this issue. Um I wanted to make sure that, you know, my wife and I talk about this from time to time. She says, well, what if you go overseas? Are you gonna be able to get back in your country? I said, Well, maybe I should let people know. At the time, you know, there were people who were being detained for no reason, and I said, well, um. If I make a public statement, at least the world will know. That I am indeed a US citizen because I put my bona fides on a social media platform. If that’s what they’re looking for, you know, for some reason you say I don’t have a passport when I get to you, I actually do have a passport and you can check it out and the world knows that I have a passport. So there’s some protection and just people knowing. But the main thing was to really bring attention to this issue. You know, I. I, I’m not a person to um. To really um express what our immigration policy should be here in this country. But what I do know is, um, throughout the existence of this country, people have come from other places and have contributed mightily to what we’re able to do as a nation. In fact, I would argue that we would not even be America if it weren’t for the energies, the enter enterprising nature of people who come from other places, combined with the talents and skills and willingness to work together with people who are already here. um, and then we have a large obvious, um, um. Gathering or not gathering, we have a large uh population of people who are indigenous to this country, who deserve our respect and appreciation and reverence really for laying the foundation for what later became this country, and we can never forget them too. So, um, in my mind, people are people. They want to create opportunities. So that they can thrive in our society and so that people who um get here at one stage can move up through our, our society and become uh more economically viable and educationally successful and, and go lives for their generations after them. That’s what America is all about. And it just hurts me when I see that we’re looking at ways of, of curtailing that or limiting that. Now, I understand, you know, we wanna make sure people come here legally. I get that. And we wanna make sure that um people are given um the right vetting, so that the right people are coming here. But I, I think the idea of just saying, you know, you look a certain way or you may have had a history of being in a certain country and therefore you should be gone. I don’t quite understand that. And so, um, you know, that’s just my personal opinion. That’s certainly not AFP’s, you know, position. I’m speaking about how I see things. Um, and so I, I don’t, I don’t necessarily go along with that. A lot of people would disagree. You know, everyone has the right to their own opinion on this. But I feel that um the, the people that I’ve interacted with from other countries have for the most part been hardworking, rising, and looking for opportunities to grow and help our country thrive, and they should be given that opportunity as far as I’m concerned. I was in New York City just last week and I intentionally took a ride on the Staten Island ferry so that I could go by the Statue of Liberty. I wanted to I wanted to see it and you you see it both ways on the, on, on the ferry to and from Staten Island. Um, and it You know, it, it struck me in a different way than it has in the past. I, I, I, I, I took it for granted in the past when I would ride the ferry or see the Statue of Liberty sometimes you see it from an airplane as you’re going in, especially going into LaGuardia, um. It, it took on a different meaning, uh, or, or it, it took on a greater meaning because the, the, the liberty that it represented for, for millions of, of immigrants is, um, is in question, we’ve got a regime that is, uh, and I intentionally call it a regime. I don’t think it deserves to be called an administration. That’s me, that’s Tony Martignetti. uh, I don’t, I don’t think it deserves the uh imprimatur or the, the, uh. The respect of an administration. So, you know, uh, there are elements of people in the elements, there are individuals in the, in the regime who want to make this a more white country. Uh, they, uh, they, they, they’re all for, you know, the 1st Amendment and the 2nd Amendment and due process for the right colored people, the white folks, and everybody else is, uh, A little suspect to these, to these. People in the, uh, the senior levels of the regime. um and uh and so the the the Statue of Liberty, you know, it, it, uh. It means something and, and then I, I also thought of it at a different level as a gift, that was a true gift to the nation. I, I, I don’t believe that the, the Qatari jet is a, is a gift to the nation. Um, but that was a secondary, uh, that was beneath my My first thoughts of just what that statue represents for millions of people, uh, and it’s, um, what it represents and, and what it claims, you know, give us your tired, you’re poor, you’re hungry, your huddled masses doesn’t say anything about what skin color they are, what country they come from, what their work visa status is, what, what they can contribute, where they, you come and you become an American. And, and that’s under threat. Yeah. Well, um, you know, the, the racial thing has always been, um. Just uh a scourge on our country, I think because the bottom line here is that we need everyone to be productive and uh vital in um delivering the best that they have to offer to the development of our country. And so, um, it, it just doesn’t make sense for us to say, you know, here’s a category of people that we’re just gonna relegate to the, the bottom of our society because of how they look. It makes absolutely no sense. It’s never made any sense. And obviously people of various um racial backgrounds have contributed mightily to the success of the country. And you know where we are today, it seems that. We those of us who have been discriminated against in the past because of racial um. Because of racial issues. You know, we now, um, we fought for integration into our society. We had to fight for that integration. And um we were getting closer to full integration and now it seems that the people who um didn’t want to see that happen or people who fought against that are basically saying um you were never discriminated against to to begin with and so um. You should just uh go back to being the way you were, and you know it’s interesting cuz. There’s some people who are now saying fine if you don’t want us to go to your restaurants or if you don’t want us to participate in your businesses, we’ll do our own thing. And so we start doing that and then you know the question comes up, well wait a minute, you’re discriminating against us you’re discriminating. You’re you’re canceling me. My restaurant is canceled. Yeah, they’re fine. If you don’t want me to go, then I won’t go, but But now, if we create our own, now we’re discriminated against you. So it’s, it’s kind of a weird dynamic. I mean, we, we can’t be integrated, but if we try to do our own thing, then, then we’re not being uh fair to, to others. So it’s, it’s really strange, uh, Tony. I mean, what are we supposed to do, right? Really weird Well, What we, what we need to do is push back at this point against the uh the budget bill that’s now in the Senate, it’ll certainly go back to the house because the Senate will make changes and we need to influence those changes. Um, Yeah. You mentioned on a little lighter subject, uh, your wife, your wife, uh, Yolanda. She’s a wardrobe stylist. That’s how, that’s why you’re always styling. I see. I love black turtleneck. You’re you’re great with black, black turtlenecks. You must have drawers of turtlenecks. Um, yeah, she’s a wardrobe stylist. I love that. Talk, talk a little about your, your wife Yolanda. Oh, Yolanda is unbelievable. You know, my wife worked 31 years as a flight attendant for Delta Airlines. And When COVID hit, it was clear that it was time for her to retire. And so she’d always been styling women just as a a courtesy, you know, she’d see how. People were dressed or they would come to her and say, hey, what do you think of what I’m thinking about wearing and she would give them ideas. But when COVID hit, she said, you know, maybe I’ll do this full time as a business. And so she started at the style table. And it’s been a remarkable journey for her. Um, she has gotten so many interesting clients. She was featured on. The Today Show, um she’s been on uh local uh TV here in DC because of the work that she’s doing. And her whole orientation is to try to make women feel great about themselves and to be confident with what they’re wearing so that they can be confident in their lives. See, for many people, clothing is either a stressor or it’s something that gives them uh great confidence. And um if your clothing isn’t, uh, if your closet isn’t organized, well, it’s a stressor because you’re now thinking about what do I put together, where do I find it? And, and so she will help women get their clothing in order and then help them find. The many outfits that they already have in their closets. Uh, data says that something like 20% of the clothes we have is what we wear, so 80% we just have sitting there. And when she goes in to do what’s known as a closet edit. It’s a whole psychological thing that women are going through. Why do you have that? Um, I don’t know. Well, you know why? Tell me. Well, I was with so and so and he bought it for me like 20 years ago and I can’t. Well, where is so and so? He’s gone. He’s not why are you holding on it. And there are emotional reasons why people hold onto their clothes. So she’s, she’s working with them to help them get rid of those and help other people, get them to people who can relove them. Including donating some of those clothes, and she’s also very big on environmental issues where, you know, fast fashion can be a problem for our environment. And so she tries to get people to use, you know, more classic items that they can repeat and rematch and remix, but it’s an, it’s an amazing process that she goes through with her clients and they love her. I mean, I, I know who’s talking about my wife, but. These women actually love her for what they’ve done for her and so I appreciate you letting me talk about her because I could talk for the whole show of course at the business is at the table. Her, her advice about classic pieces strikes me because that’s what my mother always used to recommend get buys basic classic pieces that will last, whether it’s jewelry or foundational wardrobe pieces. Um, and by good quality and you’ll get a decade or more out of use, decades, uh, from them, um, and, and they, and they’re very likely, you know, not gonna go out of fashion. Um, that’s right. So, so she helps you. Does she help you? Does she, she, well she tries, but I, you probably her toughest. I’m, I’m probably her toughest customer, but I’ve been trying to, um, be a bit more, um, open to her style. So my, my problem, Tony, is when I grew up I didn’t have any money. But um there were people in our neighborhood who sewed and they would always look great. So they get fabric and they make their own clothes. But I didn’t know how to do any of that, you know, I was an athlete and had no money. And so, um. What happens is you realize that you can’t compete in that field with, you know, some of your classmates, so you just kind of let it go. Just surrender, surrender, you know, I’m, I’m not in. I can’t surrender take any pride from that jeans and jeans and a t-shirt we just do every day and I’ll, I’ll, I’ll wear a different t-shirt, but yeah, all right, and then, you know, you kind of grow up thinking that, OK, I have to do other things so that people will overlook how poorly I’m dressed. I need to overcome. What was your sport or sports? Oh, I’ve played baseball and basketball in high school and college, yeah. Where did you go to college? Franklin and Marshall, yeah, F&M, yeah. So it was, you know, it was, uh, one of those things where, you know, I just can’t compete. And then when I was old enough to maybe have some decent clothes, I just never thought about it. And I would just do maybe the minimum, you know, and never really thought about how. The way I dress can influence how people perceive me, and it’s true, you know, the first impression, right? The first impression before, before there’s a word out of your mouth, before there’s a hand extended to shake, you, you look like, you look like something. People are, people are looking at what you look like. So you know, I’m trying to get better at it and she’s, she’s a real assist. I, I. I tell people, do not judge my wife based on how I’m dressed. Believe me, she’s a lot better than what you see being interested in me. You get a lot of perks being married to Orlando, the perks from 31 years with Deltas and now wardrobe, uh, in-house wardrobe advice. She’s, uh, and, and I couldn’t, that’s only the beginning, you know, she says I married her for flight benefits, but I tell her, no, no, no, there’s so much more. My wife is. Uh, a person who just loves people. She, um, always has a project that she’s working on and the project is a human being. Uh, a day doesn’t go by where she’s telling, not telling me a story about someone she’s trying to help who’s in a tough spot right now. And. Um, sometimes there are people that she barely knows. You know, I, when I was at the Wise Giving Alliance, we’d have this debate back and forth about whether she should be giving money to people on the street. Because at WGA, you know, we’re always saying you should give thoughtfully and you should give, um, obviously based on a heart too. But um I would say to her, so, um, every person we pass you’re giving money to is that the wise thing to do. She says, I don’t care about whether it’s wise. It’s what I think I need to be doing to go to heaven. And you know, God has been good to me. So if someone needs a few dollars and I have it, I’m gonna give it to him and I don’t care what they do with it at that point. I hope they do something good with it, but if they don’t, you know, that’s kind of on them. So that’s, that’s kind of how she is. She’s just um. A very special individual that um I have been very fortunate to have come across and have in my life and to be married to. Well, give her, give her our regards from nonprofit radio. You’re not a lost cause. Tell her, don’t give up. Don’t, don’t give up on art. You can go to heaven. You can go to heaven if you can help Art. Keep, keep helping your husband. Um, all right, so, you know, we, uh, going back to the, the challenges that the sector is facing, we did have that big win in, in the House of Representatives where that, that burdensome provision got removed and, and we, uh, from what I read, it’s not likely to come back, but we still have to be vigilant about it. But you know, so building on that success, you know, our voice makes a difference that that didn’t just happen because. The House of Representatives, you know that your members of Congress thought, oh, that, that, that doesn’t sound like a good idea. They, they didn’t even know about that provision in this enormous uh 900 page bill or so 1500 page bill, whatever it is. They didn’t even know that that provision was in there until we in the charitable sector brought it to their attention and got it removed. So our voices do make a difference. We’re not gonna win every time. We’re not, but we can win some. We can win. So, well, with, uh, leave us with that, that, that, that encouragement, please, yeah, I will. And but I’m also gonna suggest that we have other issues aside from government that we need to begin focusing on. Um, one of which is the massive decline in donor participation that you may have been tracking, you know, if you, if you border off 2018 and go back 20 years, we were giving at um 66% of families were giving to nonprofit organizations. By 2018, it’s gone down to 49.5%, and that number continues to go down. So we have a big problem, I think. In donor participation. And why is that important aside from the money? Well, Those everyday donors give nonprofits the freedom that they need to do the kind of work that only they can do in their communities without the um extra stress that could come from large donors pushing these organizations to do work a certain way. It also gives them the ability to operate independently of, of, um, programs. So a lot of times you get a large grant and that program money doesn’t cover the administrative costs and organizations must have freedom to operate administratively, right? to run a good organization. So, um, What’s happening, you know, the Generosity Commission released a report. Um, telling us some ideas that we could begin focusing on. I was co-chair along with, um, uh, uh, my colleague, um, from the Kaufman Foundation, John, um, Gosh, I’m blanking on John’s name. He’s gonna kill me for that. But we, we co-chaired the government relations and Policy Task Force. For the Generosity commission. And as a result of that, we were asked to share ideas for what we could do to strengthen everyday donor giving and participation. And lo and behold, there were some things that we found that we could do with government. Many of the things that we’re trying to do now, increase the The universal tax deduction for people, but a lot of them were cultural. Meaning that there’s something going on in our culture right now that drives people who are generous to give things other than Institutions or nonprofit organizations. And we’re very concerned about that. It could be just a general lack of trust in institutions that are driving people not to give to nonprofits. It could be a different orientation toward giving. Than we’ve seen in past decades or generations where people don’t feel like um giving to an organization is the right thing to do or they maybe come from places where government does a lot more and it’s odd to be giving to an independent organization. It could be that younger people are feeling they don’t have money to give right now. Because they have student loans and they have uh families that are needing their money and they’re not making as much as they need to make to make ends meet. It could also be that, you know, Tony, remember when when you and I were starting out. Um, we go to work and there was this campaign. That the United Way would launch or other organizations would launch in a workplace and someone would come around with a pledge card and say, hey, here’s um a pledge card we need you to give $5 out of your paycheck every week so that our company can compete with all the other companies in our city to see who’s the most generous from our employees. That’s hardly done anymore. But that was an engine for massive amounts of small donations. Same is true with the combined federal campaign, which is just a fraction of what it is, uh, of what it was, you know, today, for federal for federal workers and then and then later on the the current attacks against the sector, hurting, hurting our image and, and therefore our, our likelihood of getting donations. And, and then, you know, the fundraising profession has done what it does, right? It, it looks at, well, where, where can we expect to get the most money with the least amount of resources. And that happens to be large donors. But of course, during this time, we’ve seen a separation between the middle class and the really wealthy, right? The wealthy have gotten far more wealthier than people have entered the middle class. And so fundraisers are saying, well, that’s where the money is, so let’s begin going after those folk. And so more campaigns are geared to getting large gifts than they are, you know, direct response kinds of campaigns. And then if you add the religious aspect, people aren’t attending religious services as much, which was also a place where large amounts of small donations were gathered. So, there’s some things going on in our sector that we’ve got to come to reckoning with. If we’re going to continue to see our democracy thrive because we also know, Tony, that when people give, they also participate in civil society at a much higher rate than when they don’t. So, um, voting, going to school board meetings, participating in community rallies or community town halls, all of these things. are highly more likely to be engaged in if people donate to nonprofit organizations. So, um, we’re, we’re gonna see some, we’re gonna see a shift in how America operates. And if you add on to that, what we’re seeing right now, you can see some real challenges as we move forward. So, while we are talking about the the challenges that government is putting on us right now, we also have to begin to think about What we’re doing in our own society outside of government, that could be keeping everyday people from giving to our organizations, we have to find ways to address that. And there’s some good news too. I mean, we do know that people are generous. And we see days like um activities like Giving Tuesday where large amounts are are collected via digital platforms, which is fantastic, right? And we just need to amplify those efforts and find other ways, maybe through culture, maybe people who we respect. If we don’t respect our politicians, maybe we respect our athletes and entertainers, maybe there’s a way for them to help normalize and um make giving fun and exciting and the right thing to do if you’re part of our country. Maybe they can help um. Influence what we’re able to do and that and make it something that people see as important, giving to institutions again. You know, one last thing on this, Tony, and I know I’m going on and on, but you know, I have a sense that With all of the activism that we’ve seen in our society. Designed to point out the problems associated with institutions. That we’ve also begun to think that, well, maybe these institutions just should go away, or maybe they’re not important anymore. And that’s, I think, sad because While you can point out flaws in institutions, flaws that probably always existed, by the way. Just today, we see them more because we have more ways of being um of, of creating transparency in these institutions, right? We see more things now. But these things always existed. It’s not that organizations, in my opinion, suddenly got worse. In fact, they may be better now than they were. In fact, I know they’re better now than they were. But what we see now can be troubling, and the it’s the flaws they get amplified, right? And so. People look at these things and they say I’m not gonna give to that. I’m not gonna be a part of that. Then what are you gonna do? When you tear something down, what are you gonna replace it with? You can’t get real work done outside of some kind of institution, some kind of organized effort is how things get done. So while we’re critical, and I, I certainly encourage criticism, I also want us to think about, well, what are we going to do once we finish criticizing the thing. Once we get done complaining and once our voices are heard. What do we do? Because we have to fill that vacuum with something that’s actually going to solve the problem. Tearing down doesn’t solve a problem. It just ends what was ever causing harm, but it doesn’t solve the problem and we need to make sure that we’re supporting things that actually can solve the problem too. And so that’s my um my encouragement to people. I love that people are activists, I love activism. But we also have to think about how we form solutions, and it’s not just by tearing down. Herman Art Taylor, president and CEO of the Association of Fundraising Professionals. You’ll find art on LinkedIn. AFP is at AFPglobal.org. And Art, I thank you very much for sharing everything. Thank you Tony. I, I really love that you’ve done this for so many years. You’ve made such a huge difference to so many people doing this. And I’m just honored that you’d have me come back on the show. Well, thank you for being a guest and, and thank you again for sharing. Next week, let’s really and truly get back to our 25 NTC coverage with tech to amplify youth voices and donor diversity. Yeah, you said that last week too. If you missed any part of this week’s show, I beseech you. Find it at Tony Martignetti.com. I hope we can trust you going forward. Mhm. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martignetti, the one and only. The show’s social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit Radio, big nonprofit ideas for the other 95%. Go out and be great.

Nonprofit Radio for November 15, 2013: The Ethics of Asking

Big Nonprofit Ideas for the Other 95%

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Deni Elliott: The Ethics of Asking

Deni Elliott head shotProfessor Deni Elliott from the University of South Florida edited the book “The Ethics of Asking.” When have you got an ethical issue in fundraising and how do you resolve it? How helpful are the ethics professional codes?

We’ll talk about examples from the book and answer your questions. Use the #NonprofitRadio hashtag on Twitter, the Facebook page or this blog post to leave a question.

 

 

 


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Hello, it’s. Tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host. Oh feels good, very good to be back in the studio after three weeks hiatus from the studio. Oh, i hope that you were with me last week. I’d go into ischemia if i learned that you had missed getting to the next level. Lawrence paige nani is the author of the non-profit fund-raising solution based on his work as an executive director and fund-raising consultant, he had proven strategies to get you to the next level of fund-raising revenue this week, it’s the ethics of asking professor denny elliot from the university of south florida edited the book the ethics of asking when have you got an ethical issue in fund-raising and how do you resolve it? How helpful or the professional ethics codes? We’ll talk about examples from her book and take your questions. If you’re listening live, you can join the conversation on twitter using hashtag non-profit radio on tony’s take two five reasons to promote the ira roll over now i’m very pleased to welcome to the show durney elliott she is a director and professor. In the department of journalism and media studies at the university of south florida st petersburg, she holds the point there. Jamison chair in media ethics and press policy and is the campus on buds. She’s written more than one hundred and ninety articles and book chapters. That’s a hell of a lot hyre my bio, this the number of words i’ve written, this is very impressive. She has authored co authored, edited and co edited books, including ethical challenges, building an ethics tool kit, ethics in the first person and the kindness of strangers, philanthropy and higher education. Her writing and her thinking brings her to the show. Professor durney elliot, welcome. Well, thank you. Are you in florida? At the moment? I am yes. Enjoying the winter weather of southern florida. We’ve got the winter weather of southern florida appear in new york practically. Oh, that looks to warm up here. You do a lot of thinking about ethics and and fund-raising, um what? How can we distinguish ethics from long? I’m sorry. How going to sing? Which ethics from law? Law? Legal. Oh, from law. Yeah. You know, that’s an interesting thing. And i decided that i just do a lot of thinking about ethics in my position as department head i’m involved in fund-raising and one way or another to bring some sort of needed resource is into the department, and as i ran too, ethics centers it when a dartmouth and one of the university of montana, sometimes i once felt like a combination of smoke and mirrors. I’m pretty familiar with the day to day in down and dirty part of fund-raising too, so it’s not just a matter of thinking about it, but it’s a matter of thinking about what what one is doing in practice and how it differs from the law is that in philantech p and fund-raising blank with most of the other areas in our lives latto develop law defines a minimal standard that, you know, if you drop below that minimal standard, that you could be held accountable by by statute, generally for your actions. But ethics asked you to think beyond that ethics, asi to think about what’s the right thing to do in a hole. Fear of what ethically permitted actions the law is much narrower, as as you’re saying, there are lots of things that are legal, but wood transgress ah, standard system of ethics, i think yes, sir, my my favorite example is, is just a really straight for everyday example for all of us and that’s it. Now, if you think about about truth telling and lying, you can count pretty much on one hand the situations in which the law prohibits you from lying. You know, you can’t lie on your on your income tax forms and you can’t lie when you’re i know a witness on stay on the stand in court, but but for the most part, we’re pretty honest people. If somebody stopped me on the street and asked me, you know what time it no, it says, according to my my smart phone, i’m going to tell them the truth about the time is i know it’s a baby, i’m going to be truthful with my students and with my friends and colleagues and that’s all in the realm of ethics that no, that goes way beyond what the law requires me to do. Where does morality fit into this? Well, you know that that’s kind of a conversation, probably for maybe even a different kind of radio. Show in that er for more than two thousand years of western moral philosophy, we’ve been thinking systematically about the nature of how it is that people should and should not treat one another. Uh, the word ethics comes from the greek jessica, um, meaning custom or convention, or how we expect people to treat us and the word moral comes from mores again, the latin word for custom or convention and how we expect people to act. And so, you know, i guess what i’m saying is fundamentally there’s really not a difference between least between how i will be using today ethics and the word ethics and the word morals. But that was some people say, oh, well, morals has to do with religion or sex and ethics is what you do in the workplace. I spend a lot of my time trying to integrate our lives and make sure that that i can help people think about how to be the same good person, regardless of what role they happen to have on the moment. And so i tend not to make an arbitrary distinction between morals, morals and ethics. Some professors have over or some philosophers have over the past two thousand years and some haven’t okay, well, when we have those people on there were still living than they can make that distinction, but okay, thank you. And you’re and the topic of the book, the ethics of asking that we’re talking about is, is, uh, your concerns about how fundraisers persuade people to give, right? Yeah, i think that that that when we talk about fund-raising or actually let’s even talk just about the act of giving of donating one’s extra resource is note to create public good as that person sees it, that act is super auditory act it’s ah, it goes beyond what somebody is minimally required to do. And so i think that that when we are working with people who are doing acts that are above and beyond what is minimally respected, explore other assembly expected of folks in private and public life, that there are special considerations on dh special obligations that folks have toward the givers toward the folks who are donating. Okay, um, and we’ll talk about some of those special obligations. How does a person who is a fund-raising professional i know that they are facing something that is an ethical issue. Well, first of all, i think it was the following. Okay, well, first of all of us, everyday face and we generally don’t think about it because we don’t have to, i don’t have to think about it, he’s my example of the stranger asking for time or directions, i don’t have to think about, oh, do i want the light of this person or not? Of course, i’m just going to tell him the truth. And so i think that that’s the only time that ethical issues sort of come to our consciousness or awareness, is when we’re feel like we’re caught between loyalties or caught between expectations are caught between doing something that seems best for our personal self versus doing something that seems better for another, okay, and in those conflicts of loyalties, that could be us as individuals, as you said, or could be, our institutions also conflict, right, right institutions and what may be best for a donor, right? Fundraisers have an interesting complexity of obligations. Ah, fundraisers when my fund-raising role as department chair, for example, i have obligations to the department and to the university as a whole. But at the same time, when i put myself in a position of of trying to extract ueno rie sources from people who don’t, who aren’t required to give them to me or to the university, to the department, i i take on new and special obligations to them as well. All right, we’re going to talk about some of these obligations, et cetera. We take our first break, and when we come back, durney elliot and i will continue talking about the ethics of asking hang in there. 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. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven 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 in tow. 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. It’s provocative talk for the realist and the skeptic who wants a go what’s? Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage. Tuesday nights nine to eleven new york time go to ivory tower radio dot com. For details. That’s. Ivory tower radio. Dot com every tower is a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. 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 dahna welcome back to big non-profit ideas for the other ninety five percent. You should know that we are sponsored by two companies, responded by rally bound, which is peer-to-peer fund-raising for runs, walks and rides and also welcoming new sponsor t brc cost recovery. Getting your money back from phone bill errors and omissions and i have a little more to say about both of them toward the end. Um, denny, you don’t mind if i call you danny wright is not to be professor elliot does it? No, denny is fine. Tony. Thank you. That you edited this book. How how does that work with you? Everybody else does all the rating, and then you just say we need some commas and paragraph breaks. How does that work when you’re oh, i wish i think it would look like actually, after editing some books and writing some books on co authoring some books, i i’ve decided that that actually being sole author of a book is probably the easiest route out of all of those. How does this work? Yeah, well, with editing a book, basically. Ah, the editor, you know, is in charge of the overall theme and the big idea of the book, as you know, an ethics of asking. There are a variety of chapters on different aspects of fund-raising, including plan giving and prospect research and and, uh, friendraising, i think, is what i call it, but the right and so as editor, i was sort of in charge of the overall idea finding the right people, teo, to write or collaborate with me on specific chapters and ah, and then actually, the tough part is getting them to get things done on deadline, and then no writing the writing, rewriting and revising chapters so that there was, you know, kind of a flow to the book so that it feels like the chapters go together even though they were written by different people with different backgrounds and different ideas. Okay, i did get that feeling alright. So that’s your responsibility as the editor, i thought, thea, i thought the company that i thought the book publisher would do that for, you know, that’s you no book publishers don’t do too much these days except actually get them out and with any luck to a little marketing. Okay, um, we’re this fund-raising that we’re talking. About fund-raising is essentially building relationships, so your concerns they’re around how or some of your concerns around how professional fundraisers are going about that. Yeah, you know, and that that happens in so many different levels. I’m thinking, all right, for example, was planned giving that no, i most fundraisers would really like to tap into, uh, into funders who have an opportunity to buckley’s states or, you know, some of substantial, uh, capital or or property, and that is usually brokered by by an external third party. You know, an investor, an attorney, somebody who is both represents the interests of the giving client as well as works with split with potential sites for the gift. And so, you know, hell of what the relationship is between the organization that serves to benefit and the the middleman, the third party there is often a point of conflict prospects. Research can can be a an ethical issue in that i know from, uh, from my days not just at this institution, but other institutions of higher education that i never met with a potential donor without having a whole dossier on that on that donor andi on what are development office had decided the person was capable of giving on much personal information regarding that person, and and i always felt a little uneasy in that it was not clear to me. I mean, it was clear to me that that that as an agent on behalf of the organization, i certainly shouldn’t say mr so and so, you know, i don’t know if you are aware that i’m aware of, you know, of your three divorces, et cetera, et cetera, you know, i mean, i knew better than to do that, but at the same time, i thought, you know, what would he think if he knew that i had all of this information on him and was just not telling him that i had it? So that’s the prospect research level, and then there is the relationship level? Aziz aziz, you know, people give to people, and so the idea of building a relationship with potential givers is an important piece of it. But i think it’s really easy for for potential givers to misunderstand the intentions of a fundraiser, i think it’s easy for fundraisers to move into what i would call a seduction phase and that may or may not be true sexual seduction, but but the but the move from fund-raising where the giver potential giver and the development person are both working with common interests for the organization is a different matter, i think, ethically speaking, than a situation in which the fundraiser is trying to woo the potential. Geever wow, there’s so much there that you just laid out planned giving is the consulting that i do and have done for sixteen years, prospect research way have a regular contributor on the show. We talked about prospect research once a month, maria simple and the relationships you know, that is hitting home because i’ve been a fundraiser for sixteen years and buy-in planned giving you no, you deal with people who are often in their seventies eighties and often we don’t or widowers, um and, you know, sometimes it’s, it’s, it’s hard, i mean, i’ve been, i guess let’s talk about the last of the three things that you just laid out that’s, the one that hits the home it’s almost poignantly for me. Bonem you know, i’ve been in in lunch situations i don’t like to i don’t like to meet prospects over dinner and andi, i know that we’re going to talk about language, and that term prospect is a little off putting to you, and we’ll get to that. So i’ll say so. I’ll adopt your language on dh say i don’t like to meet donorsearch prospect, potential donors over dinner. It’s just something you know, that evening hour just feels like it’s over there over the line from a sow, but i do like to intimate yeah, that’s right? Dinner is more intimate can be and you wantto eliminate any possibilities of that. So always lunch. But i do like doing over meals. I do like meeting latto potential donors over meals and clients over me like that because there’s a shared were sharing, we’re sharing a space were sharing a meal we might depending on the person we might actually be sharing an appetizer sometimes that’s not too often, but sometimes so there’s that sharing of the physical space and the and the activity around at the other physical space also it’s a flow that we all know, we all know that the server is going to bring water and then i’m going, i’m going to always ask for water with no ice because that’s my, you know, so, but once we get that over, then the server is going to leave us with the menus, and we’re gonna have a few minutes and then we know the servers going to come back, and then the stuff is going to bring the starters, and then the servers going toe clear those and bring the entree and we’ll, you know, we’ll have about five minutes or seven minutes or so between the starters and the entree starters ending in the entree. So there’s a there’s a a common understanding of the flow, as well as the sharing of the space and sharing of the meal, right? And what? And actually one of the things that i’m hearing you say in this and if you don’t mind sort of picking this a part of it, but the but there are a couple of things that’s going on that are going on there, that when you’re in a situation in which you’re, you’re asking some buddy to do something that they don’t have to do, which would be a potential donor, that that one of the things that that you’re that you’re doing is setting up a scene that has a comfortable and known flow in ritual, and so the idea is that is that is that you don’t have neither you nor the potential donor have to think about the context, and so it creates comfort and and i’ll say it shared intimacy in the fact that you’re both comfortable with that. Now, if you’re meeting somebody over a meal who is coming at at this from from a different culture where it may be that that the rituals are not quite the same or a little at odds, um, it would be fun and exciting, but it’s going to be a different feel than something where you know, where you’re meeting with somebody from your same culture and where you know that the ritual is is well known. The other thing about meeting over a meal is that there is something no metaphorical and symbolic about the idea of eating, of nourishing one another. If you’re picking up the check, you are certainly nourishing, you know, you’re feeding that that person and that that is, um it is a highly symbolic act of, of nurturing and caretaking and so what you’re what you’re doing is showing the potential donor that that you’re going to take good care of her, you know, in the process of this transaction, you’re also making a very strong point that this is not it’s, not a business meeting. I mean, if i need to sit down with somebody and i know that there’s something difficult to talk about a meal is really not the place to do that well, okay, now, something difficult that requires privacy, right? Although i would say in new york, i know some restaurants that have quiet spots but still might still the potential donor or the donor, but i might even be thanking someone, so it might not be asking someone to consider gift, but i might actually be thanking someone on behalf of the client, but but, yeah, there are situations where i wouldn’t but yeah, and if it’s, if i know it’s gonna be a difficult conversation, then i wouldn’t do it in any public place restaurant otherwise, but i think you can do business. You said it’s, not a business contacts, but i think you can do business over a meal. You don’t think so. Handed business over a meal, but it’s a different but it, but it creates a different kind of of interaction and different kind of relationship. I’m just as an example, if i have a graduate assistant to or a graduate student who is obsessing over her thesis at the moment and this in a tough spot, i’m very likely to take her for a cup of coffee and we’ll sit and have a cup of coffee and talk about the situation, but just the fact that i’ve gotten her, you know, in a company in a comfortable place, i’m nourishing her, giving her, you know, getting her a cup of coffee, and we’re sharing that that sustenance together is going to create kind of an openness and a readiness that is different than if i’m meeting with a student about a problematic grade in my office, you know, there’s that i’m creating a different context, and so when i want a student to sort of relax and the opens and, uh, you know, i have be more ready to listen to what i have to offer. I’m going to feed them something? Yeah, okay, that’s what i’m suggesting you’re doing. With potential donors, yeah, you’re suggesting that i’m duplicitous that i’m no, no, okay, i know it sounds like i’m a little like i’m a little devious, this is no, okay, i mean, i do think that fund-raising get get friendraising gets devious, and i really would like to talk about that specifically, but don’t take it since i’m not a marine, and i know i’ve been called that for some devious, no, but but it sounds like you’re suggesting that some people do it for a different reason than the reasons i’m suggesting i do it. Actually, i’m suggesting that you’ve got all the right instinct. What i’m saying is that this is some of your behavior, so wait say that again, i’m sorry. What say it again? I don’t know what i’m saying is you have all the right instincts, the fundraiser that you want to get the potential donors someplace where the person feels relaxed and comfortable sharing something with you and is getting something from you, which which which automatically that creates a response of giving back? Yeah, that’s the part that i don’t think of the that i’m giving to them really with the organisation’s. Dollars? I’m not the one personally picking up the check, but that’s the part i’m not thinking of that i’m giving to them so they should be giving back. I think this, you know, does this come down to character? Some people might some fundraisers might take people out for meals with that intention with that thought that i’m giving to them, they need to give back so it doesn’t just come down to personal character. How s it? No, i excited. I don’t think so, because and i think and i think that what you’re saying is is that you do it just because you’re a naturally good guy, which i certainly believe you are and that and that that’s a matter of character. Where is people who do this intentionally to manipulate the donor? You know, get the donor glass wine letter, you know, feel, relax and, you know, and so on that maybe there’s something that shows less character in that i would say that every phone great fundraiser has the responsibility to think about how every professional act is perceived and or is likely to be understood by the potential giver that’s very helpful, i think. We have we have just a couple minutes before, before we take another break, i would. We solicited questions from listeners, and we got a bunch. I’m goingto i’m going to throw one at you from that we got from facebook. This is kelly on facebook. You’re in the middle of a capital campaign, and the organization’s plans change. Your executive director thinks the changes are no big deal. Do you notify donors who committed funds to the original plan or follow the executive director’s lead, which would be keep it quiet. Well, first of all, i think that i would wonder about an organization that that changes something significant in a kapin radcampaign midstream that no one hopes that a campaign doesn’t get announced until about fifty percent of the money is raised or pledged, and that no, that that pretty much every every detail has been tested out. Ah, in-kind on a variety of audiences first, but but okay, but so you find yourself in that situation, i think that that that any donor that has made a contribution that if the, uh, thean tense abila donation can’t be met, that there is unethical and probably in most places, a legal obligation to make it clear to the donor how things have changed and obviously moving forward, you need to be honest about where things are now and where they’re going. We’re going to take a break when we come back. Tony’s take two got some live listener love and more conversation about the ethics of asking with durney eliot, stay with us e-giving didn’t think dick tooting good ending things, you’re listening to the talking alternative network e-giving get in 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 on shine the light on all aspects of music and its limitless healing possibilities. We’re going 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 you’re listening to the talking alternative network. Durney hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. So glad to be back in the studio because i can send live listener love new york, new york, new bern, north carolina rest in virginia, houston, texas live listener love out to u k beck is checking in we got montreal and palma role maybe i pronounced that very badly, but you’re in quebec if your income back and you’re not in montreal. Yeah, that’s the name that’s the year that yours is the town that i’m trying to pronounce. Welcome, of course we’ve got listeners in china chung ching shanghai ni hao, seoul, korea always checking in always appreciative of korea annual haserot and there’s more live listener love coming tony’s take to my block this week is five reasons to promote the ira roll over now for your donors and potential donors who are seventy and a half years or older. This ira gift opportunity ends on december thirty first. It’s been extended a couple of times, but i wouldn’t bet on congress for any purpose, including charitable giving being extended, so i’m not too optimistic that this would be extended again. So let’s assume i’m assuming with all my clients that it’s going to end on december thirty first. It’s. A very easy way for donors who are the right age to make their year end gift to you. It’s. Very easy to promote, and i’ve got promotion ideas on the block. It’s also easy for donors to execute. They just fill out a simple form that there are a custodian, has. All they need is your organization name, address and tax i d number and that’s, part of what makes it so easy for you to promote. Not a lot of explanation. If you have potential donors who are the right age, i suggest you work the ira e-giving opportunity into your year end fund-raising plan and there’s a lot more detail on that. On my blogged at tony martignetti dot com, that is tony’s. Take two for friday, fifteenth of november, the forty fifth show of this year. Denny, do you mind if we take another listener question? Of course not. This came from booster advisor on twitter. What are your thoughts on hosting fund-raising event for people you don’t know who experienced a tragedy booster advisor, the person maybe thinking about maybe people in the philippines or something like that, any issues around raising money for people who you don’t know who you know of suffered i, uh, you know, and i’m not exactly sure what’s behind the question, so that may take a couple of different stabs at it, i think it’s fine to raise raise funds for people who have experienced trauma, traumatic events, wherever they are in the world, and i i think that that there are often questions about how those funds are being managed both in country as well as in the process of getting them from donors here. So i mean, so assuming that that the management details are worked out, i don’t see a problem with doing that. Uh, so i guess i’m kind of searching for what other? What, what other ethical issues there might be? Okay? You don’t you don’t really see this as that much of ethical. Issues, i mean, that the way the medal i see that the management problem management and legal in terms of management of funds that are intended for charitable purposes, the law has a fair amount to say about that, okay, right, right and well, and i know i’ve done not very popular work on breast cancer charities and how how money money is, well, how it doesn’t support services that are being implied, although maybe not, and not specifically said, and how, uh, breast cancer charity websites make it very easy donate and very difficult to find services. So the, you know, i think that that that one can raise money legitimately for any number of things. But i think that the process of fund-raising encourage an obligation to the potential donors that that money is going to be managed appropriately as the donor’s intended, and that the donors are very clear on what percentage of the money is actually going towards the charity as compared to take administrative cost. Talk about this use of the term prospect which, as i mentioned you, you have you have a chapter in the book devoted to language. What is it about that? Term that turns you often, and you prefer a potential donor. Well, it sounds like mining on, and i think that that when we, when we separate people by a label, whether we call them human subjects, i also do a lot of writing on research ethics and when we refer to people as human subjects that we’re putting them in a class that’s different from, um, no, those of us who are doing the research, those people who are actually doing the work and when we talk about potential people who are potential donors as prospects that that again, we’re setting them off it’s been in the class that that makes it easier to do things to them that we wouldn’t do to our appears for our family members are so sort of objectifies them exactly there no longer people were going that farm, and wei will know that there’s still people on? Yeah, i mean, like i was thinking of your human human subjects, we’re not referring to them as people were medical researchers going them human subjects, but in fund-raising i don’t know, i think, were warmer people over here on the fund-raising side than the medical. Well, you know, and be really honest, a lot of the work that i’ve done on on problems with charities and nonprofits and social service agencies start with the premise, but when people think that that they’re doing good things because they’ve got a really good and that they’re working towards that is raising money for an important cause that that that’s when the warning bell should begin to go off because we knew organizations traditionally don’t take a careful look at charities or fund-raising because, you know, it all sounds like it should be warm and fuzzy and the thing and it’s good people doing good stuff for the good of society. I mean, how many goods can you get in one sentence? Now, i believe that that people who do development work and i believe that people who work in non-profit tend to be pretty good people because they’re not in it for the money, so i didn’t appreciate that, but, you know, but it’s, the whole path to hell is paved with good intentions. That gets to be a problem that when folks think that they’ve got a really important end that are really important, you know? Cause that they’re trying to support sometimes they then the rules just because they know how, how good and important the causes that they’re working for. It’s it’s kind of an ends justify the means argument there’s a line in the movie the big chill that rationalizations are more important than sex try to get through the week without a good rationalization. You’re s o yeah, stretching the rules for a very good cause. When we’re talking, maybe about you mentioned breast cancer or hunger, we owe our working with disabled it’s it’s it seems pretty easy to do right well and and let me know you had said something before break about about whether i was at saying that you’re a devious, which i wasn’t in that case, but but let’s talk about deception for a minute, just because this is one of those areas where in my work over the years with with development folks and, well, fundraisers from from various sectors, not just higher education that excuse me, start that, that this is one of those areas where people think, okay, they’ve got a potential donor, and i’ll just bring an example that that just comes to mind from a capital campaign is a matter of fact. Some some years ago, so there was a ah a ah, a donor potential donor providing a whole lot of money for for a university to have a building built that would carry her her husband’s name, her dead husband’s name. And you know, and that was great. That was all. Everyone agreed completely with that. But this woman also really, really wanted a family fountain in a particular spot on campus. Well, they, uh the that the fundraiser working with the that actually they were more than one fun, but the development people who were working with this potential duitz donor i knew that in the no long term scale of things, that that where this woman one of the fountain was not going to be was not going to last more than about ten years, because if you look down the line, you know, there were other buildings that were going to go up on campus and this pristine spot that she loved and her husband had loved. I was not going to be that christine spot anymore due to the age of the donor the folks at the university this decided that that this particular donor would most probably be long gone by the time you know, the campus changed in a way that would make her unhappy. And so they decided that it was safe just to let this this potential donor believe what she wanted to believe. I find that unethical because, again, this woman is it was doing something that a super aga, torrey it’s something that is that is ethically ideal to use different language, she’s doing something that she doesn’t need to do. And i think that there’s a special obligation of the organization that would take her money, um, to make sure that she knows and really understands everything that she would find relevant to the giving of her gift. Damn, i think i would i don’t know that one that one really shakes me. I i would like to think i would quit over that if i was on that development team, and we were told not to reveal that the fountain isn’t going to last more than ten. Well, but why? I mean, she’ll never know the difference. It’s just wrong you she why tryto be more a little more articulate, that’s just wrong because she’s making a gift under under a set of assumptions and conditions that that the other side knows are false. That’s why it’s it’s almost. I don’t know if it rises to the level of legal fraud in the definition of fraud on statutes, but i know it gets pretty close to me if it does. If it doesn’t exceed that it doesn’t cross that line, i think that’s ah touching on fraudulent well, actually, and the the and the way that it was laid out in this particular situation. I mean, thie the building was going up with the husband’s name on it, and it was going to be a lovely building. And i know a lovely and permanent mark on campus for sure the fountain was by far, you know, a smaller, you know, seemingly incidental, not very important gift, at least from the university’s point of view, and they know they were going to put the fountain in. They just knew that the that the woman thought that the fountain would live on forever. You know what? Where they’re understood it wouldn’t yeah, they know something that the woman doesn’t that’s. That’s that’s ah, meaning in contract terms to me that’s a material term that the organization is omitting now i’m taking it out of the ethical and putting it in the legal. But to me that’s a material term that they’re omitting like to me, that would be the same as you’re renting an apartment and there’s is there’s lead paint on the walls and you don’t reveal that that’s that’s. Okay, gideon, this scenario because it’s the same kind of issue that comes up but it but it’s a very different set of facts. So we have another donor and the the ah ah, the donor, you know, wants to give money for the university, and it understands to be kind of old school and, uh, really doesn’t believe in co ed dormitories. Now, for any number of reasons, the university knows that no, that before long, even though there’s no specific thing on the books right now. But before long, all the all the dorms on the university will be co ed. And so no again does that is that information that has to be given to the the potential donor, you know, it’s it’s a change that that every university is making and some folks, in fact, some people at the particular university i’m thinking of. I said, well, you know, we can’t deal with all of the prejudices of all of our donors. And we can decide what’s relevant for the donor to know and what’s not. We got to go away for a couple of minutes more. Danielle. It stays with us, and i hope that you do, too. 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. Dahna have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna podcast pleasantries going out to everybody who is listening to the podcast, wherever that might be from whether it’s, itunes or or elsewhere. There’s podcast dot d lots of people listening to the podcast in germany wherever you might be listening to the podcast pleasantries out to you more live listener love pompano beach, florida tustin, california welcome, andrx, les france i hope i did that well, bonsoir we’ve got germany listening live you’ve got kuwait listening live you got the netherlands listening live and i did come back yes live listener love to all our live listeners podcast pleasantries wherever and whenever you might be listening to the time shifted show denny, i’ve got some more, some more this inner questions that came in i got one from this’s from rory asking about corporate branding. How much of a charity’s brand is it ethical to sell? She puts selling quotes to accompany we might be comfortable with logos and branding at fund-raising events. But to corporate logos have a place in, say, university classrooms. Yeah, i think that’s ah, that’s. A really good question. And i would come down to me particularly are now just at ticket from hyre. Education, although i think we’re going extrapolated from that. But i think that the core mission of an organization and i know that’s what sound naive, but i think that that should remain pure in a certain way. That is that one should be able to conductor the mission of the university without having corporate brands on everything associated with the mission. But that is okay, teo, to brand things that air external here’s an example at my university in my department next year, we are starting a new graduate certificate program and food writing and photography. Now we are not selling the sponsorship of that program, but at but we do have an annual food conference of no culinary of communication conference that’s associated with that program that’s open to the community every year, a half day seminar and that we definitely are seeking sponsors for and so if there is, i think, a sense of ancillary sponsorship, but now, but it gets complicated because if we look at breast cancer charities no, it again, a zone area of where i’ve done some particular research that we have situations in which which some breast cancer charities exists because of their, you know, their corporate sponsorships and the relationship between the charity and the corporate sponsor becomes so tight that individual donors are often left out in terms of not understanding the importance of people, giving in a true philanthropic way that is now just to promote the common good. And that sometimes folks in need of service is that air being touted by the charity get left out as well. Have a related question about taking donations from organizations that are not not in direct contradiction to your mission but still have or may be perceived to have negative impact on society, the person asks says there are some cases that are obvious, like cancer charities not taking money from tobacco companies. But what about navigating gray areas on dh like arms manufacturers, pharmaceutical companies? She also suggests oil, oil pipeline companies are there right ones issues around us. Yeah, i think that that again gets problematic and the mawr complicated or society gets the more problematic it is. I do appreciate cancer charities that that no won’t take tobacco money, for example, but at the same time if they take pharmaceutical money from certain pharmaceutical companies, pharmaceutical companies are owned by chemical companies, which released carcinogens into the air. And so the question is of like, well, how far back are you willing to go? And i think that really what it comes down to for many organizations, is that it’s a matter of public perception, that if there’s no, if we can’t cancel charity doesn’t want to take money directly from eddie ah, now an organization that’s known to be cancer causing. But if you take it back one or two generations in terms of of no corporate ownership that nobody knows, i think that that’s not okay, um, i think that, um, that there should be limits in terms of of, um, of no donations that people take, but i think that that needs to be stated, because when we come to individual donors in my experience, uh, fundraisers and charities are quite willing to take money from folks, whether they, you know, just want to give out of the goodness of their heart or whether they’re giving for the tax break or whether they’re giving to, you know, re pay back some private since so so if an organization is going to refuse money on the basis of, uh, of how that money was made. I think that that needs to be stated clearly and transparently. We have to leave it there. Durney eliot, director and professor in the department of journalism in media studies at the university of south florida st petersburg durney thank you so much for me. Yeah. Funnel by your lunch. It’s been a real pleasure. No, no, no, i’m not i’m not putting myself in a compromising situation. Thank you very much. Thank you. Next week, karen wooster is executive director of wreaths across america. They have grown their volunteer support enormously by being hands off and supportive. We’re gonna talk about you’re building that volunteer base. Maria simple is back. She’s, the prospect finder and our prospect research contributor. We’ll talk about the disk assessment tool to figure out whether your potential donors are dominant influencing steady or cautious disc. Personally, i’d like to be all for those. So i wonder if i can manipulate the assessment. Our sponsors rally bound is a sponsor. They make simple, reliable peer-to-peer fund-raising software friends asking friends to give to your cause. You get a discount as a non-profit radio listener you can find them at rally bound dot com or just call and talk to joe mcgee he’s the person who will answer your questions and give you advice on setting up your campaign. And i’ve met their ceo. I’ve told you before shmuley pinson, you can reach them as i said, rally bound dot com or triple eight seven six seven nine zero, seven six welcome to t brc cost recovery our newest sponsor, youself rabinowitz, is ceo there, so we have ah, sponsors yourself wuebben with smelly pinson. Sam labbate liebowitz on the board muzzle toph, i love this. Yo steph! What he does is we’ll go over your past phone bills looking for mistakes, and when he finds those mistakes and he does over ninety percent of the time, then he fights the phone company to get your money back, talking about errors, services you didn’t order and what all you also finds is well above market pricing and gets you the money back and you only pay him if he actually succeeds. If he actually gets cash back, otherwise you don’t pay him. I’ve known yourself for close to ten years and i have many times referred. Friends and clients to him, and i’m very comfortable referring him to you, it’s, tb, r si dot com or two one, two, six, double four, nine, triple xero, which could also be six, four, four, nine thousand, but i like two one two, six, double four, nine triple xero. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. This outstanding music you’re hearing is by scott stein. I hope you’re gonna be with me next friday, once, two p m eastern at talking alternative dot com. E-giving denting, tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network. Get in. Cubine are you a female entrepreneur? Ready to break through? 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