Tag Archives: giving

Nonprofit Radio for August 30, 2021: Decolonizing Wealth

My Guest:

Edgar Villanueva: Decolonizing Wealth

Edgar Villanueva’s book, “Decolonizing Wealth,” takes an innovative look at the purpose of wealth. His thesis is that the solutions to the damage and trauma caused by American capitalism, including philanthropy—can be gleaned from the values and wisdom of our nation’s original people. He’s a Native American working in philanthropy. (Originally aired 11/30/18)




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[00:02:21.14] spk_1:
Yeah. Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be hit with hyper guard Dallas the asia Footnote one If you tickled me with the idea that you missed this week’s show de colonizing wealth. Edgar Villanueva’s book de colonizing wealth takes an innovative look at the purpose of wealth. His thesis is that the solutions to the damage and trauma caused by american capitalism, including philanthropy can be gleaned from the values and wisdom of our nation’s original people. He’s a native american working in philanthropy, This originally aired 30 November 2018 Antonis take two gratitude all day. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. And by sending blue the only all in one digital marketing platform, empowering non profits to grow tony-dot-M.A.-slash-Pursuant in blue. Let us begin here is de colonizing wealth. It’s my great pleasure to welcome to the studio Edgar Villanueva, He’s a nationally recognized expert on social justice philanthropy. He chairs the board of native americans in philanthropy and is a board member of the Andrews Family Fund, Working to improve outcomes for vulnerable youth. He’s an instructor with the grantmaking school at Grand Valley State University and serves as vice president of programs and advocacy at the shot Foundation for Public Education. He’s held leadership roles at Kate b Reynolds charitable trust in north Carolina and marguerite Casey Foundation in Seattle, Edgar is an enrolled member of the lumbee tribe of north Carolina. You’ll find him at de colonizing wealth dot com and at Villanueva Edgar, you’re welcome to studio.

[00:02:22.29] spk_0:
Thank you. tony Pleasure to be here.

[00:02:23.87] spk_1:
Congratulations on the book. Thank you. Which just came out last month was october

[00:02:28.33] spk_0:
october 16th.

[00:02:29.31] spk_1:
Yes. Alright. And you just had a very nice interview with the new york times?

[00:02:33.16] spk_0:

[00:02:34.14] spk_1:
congratulations on that. They perhaps perhaps perhaps you for nonprofit radio

[00:02:37.66] spk_0:
Right, right. I’m ready. All

[00:03:25.24] spk_1:
your, all your media appearances to date have brought you to this moment. Right. So it’s all culminated here. Um, I promised listeners, footnote one, footnote 12. hyper guard Alice these asia. Uh, of course, anybody listens to the show knows that I open with something funny like that. A disease. Every single show. Uh but in Edgar’s book, he mentions hyper guard anesthesia. So this is the first time Over 400 shows that the, that the guest unknowingly has uh, provided the opening disease state. So thank you very much. You didn’t know what we do that every single show. Um you didn’t know that you’re not listening to nonprofit radio It’s it’s your life. All right. Um, okay. De colonizing wealth. Uh, you’re you’re, you’re a bit of a troublemaker

[00:03:30.54] spk_0:
a little bit.

[00:03:33.34] spk_1:
Yeah. You’re raising some eyebrows. Uh,

[00:03:33.76] spk_0:
someone told me yesterday that I was the Colin Kaepernick of philanthropy, which I was like, I haven’t thought about it that way, but

[00:04:04.94] spk_1:
that’s not also bad. Get a little closer to the mic so people can hear you. Yeah, just get not almost intimate with it almost. Um, I used to call myself the charlie Rose of charities until he blew that gig for me. You know, he ruined that. Uh, can’t use that any longer. Um, because you talk about uh, colonizer virus and exploitation and division. Um, like these are bad things.

[00:04:06.84] spk_0:
Yes, they are bad thing. What

[00:04:09.48] spk_1:
uh, what is the, what’s the colonizer virus? Why do we need to de colonize

[00:04:46.74] spk_0:
so many of us who work in philanthropy or even the non profit sector, um, you know, have this firewall that we are completely disconnected from, um, Wall Street or from capitalism or, or some of those uh, processes and systems in our country that may have a negative connotation for the good doers. But in philanthropy, we are not very far, you know, disconnected from uh, corporate America. Most of this wealth was made by corporations and businesses, um, sometimes, uh, not in the best ways, not in the

[00:04:50.24] spk_1:
backs of a lot of indigenous and colored people.

[00:05:10.14] spk_0:
Yeah. When you look at the history of the accumulation of wealth in this country is steeped in trauma. Right? And so legacy wealth that has been inherited for generations. Now, folks may not even know the origin of their family’s wealth, but you know, when we look back and we see in general how wealth was accumulated. Um, you know, especially I’m from the south north Carolina, we’ll talk about that. Um, there absolutely was the legacy of slavery and stolen lands that, that help contribute to the massive wealth.

[00:05:23.04] spk_1:
And you feel there are a lot of lessons we can learn from the values of native americans.

[00:06:09.24] spk_0:
Yeah. So you know, we as a, people talk about healing a lot. We have a lot of trauma that exists in our communities. Um, you know, because colonization as we often think about it as something that happened five years ago in north Carolina, especially where I’m from, we were the first point of contact, but colonization and the, the acts of separation and exploitation are still continuing present day. And so in my community, native communities across the country, even as recent as my grandparents generation kids were forcibly removed from their homes and put into boarding schools. And so we’re still, we’re experiencing a lot of trauma as a result of these practices, but we are a resilient people and those who are closest to a lot of the problems that we are trying to solve today as a society, have a lot of answers and wisdom that we can bring to the table.

[00:06:22.24] spk_1:
You say that the natives are

[00:06:23.73] spk_0:
the original philanthropists.

[00:06:44.94] spk_1:
Um, now you’re a member of the lumbee tribe of north Carolina. Uh, Robinson county north Carolina, which, which is not too far from where I own. I own a home in Pinehurst, which is a little north and west I think of, of Robinson County lumber. So the lumbee tribe, I assume the lumber river is named for the lum bees and Lumberton. The town

[00:06:49.90] spk_0:
named for lambis. Right? So love bees were actually named after the lumber river after river came first. Yeah, the river came first and so certainly the river came from

[00:07:00.26] spk_1:
the name of the river

[00:07:10.04] spk_0:
came from rivers been there much longer than, Yeah. So we are, you know, a hodgepodge of historical tribes that were in coastal north Carolina. Um, that I came together to form the lumbee tribe and named ourselves after that river.

[00:07:40.94] spk_1:
Um, and we’re gonna come back to uh, native americans as the, as the original philanthropists. But uh, that, that struck me a lot. I think you, you say, you say that the end of the, at the end of the book is where I, where I caught it. Um, uh, we just have like a minute and a half or so before the break. So just we’re introducing this, we’ve got plenty of time together, wealth. You say divides us, controls us, exploits us. What’s that about?

[00:08:01.84] spk_0:
So the accumulation of wealth. So money in itself is neutral wealth in itself, I say is, is neutral, but it’s the way that wealth has been accumulated in this country that has caused harm when we value when we, you know, fear and were motivated by greed. Um, the acts that can result as a, as a result of that to exploit the land and to exploit people or what that’s what has caused the harm in itself. So, um, the case that I’m going to make in this book that I’m making in this book is that wealth and money can actually be used for the good. If it historically has been used as a negative thing that has caused trauma, we can flip that to use it for something that can actually help repair the harm that has been done. You’ve got seven,

[00:09:10.04] spk_1:
6, 6 steps to that second half of your book. It’s time for a break. Turn to communications. They’ll help you find your voice and get that voice heard in the right places. Places like the Wall Street Journal, the new york Times, the Chronicle of philanthropy, fast Company Market Watch and lots of others you’ve heard me name. They’ll help you find your voice and get it out. Turn to communications, your story is their mission turn hyphen two dot c o. Now back to de colonizing wealth. *** tony-martignetti Uh, that is your indian name. Did I by any chance say that correctly.

[00:09:13.13] spk_0:
I think that’s correct. I’m a little shabby with my Ojibwe these days. You

[00:09:17.72] spk_1:
don’t know your, you know,

[00:09:18.75] spk_0:
you know that sounds, but

[00:09:25.84] spk_1:
that is your indian name. Uh, leading bird, uh, tell the story of how you got that name. Well, welcome back to don’t welcome back to the exploitation and control, don’t we? Yeah, this is a good story, how you got that name.

[00:11:55.54] spk_0:
So my tribe, the lumbee tribe in north Carolina doesn’t have a tradition of naming you are, whatever your mom calls you, that’s your name. Right. Right. So, um, but when I, when I was working in north Carolina and native communities, I went to a conference where there is a medicine man and some, when the medicine man was meeting with folks who wanted time with with him to, to talk or have a session and growing up in north Carolina, my identity as a native has always been quite complicated. We didn’t have these types of practices in my home in Raleigh north Carolina. And so, but I was very curious to meet with this medicine man and to um see what could happen from that encounter. And someone told me if you’re, if you’re really lucky when you meet with the medicine man, they might give you a spiritual name or a native name. Um, and so I met with this guy in the Marriott hotel in denver colorado or this, this native health conference. So it was all uh, tell the story in the book is quite um hilarious and in many ways, but at the end of our session where I was feeling um excited about, you know, the conversation we had but also a little confused and skeptical in some ways because I’ve, you know, had such a colonized ways of thinking. Um he did offer me a native name, Naghani pinochet, which means leading bird. Um, so I was very honored and my first thought was, what kind of bird? Right am I a little tweety bird or am I mighty eagle birds are best? So um he explained to me that I was the type of bird that flies in a V. Formation. Um, and as I when I left I studied these birds and and they’re the leading bird. I’m the leading birds leading bird. I’m the bird that flies in the front of the V. Formation, which is the kind of leader that is often visible but really understand its co dependence and interdependence on the other birds. And so if you watch birds flying in a V. Formation, it’s really like an amazing natural national phenomenon, how how they communicate and fly together. Uh the other thing that’s remarkable about the leading birds type of leadership is that it often will fly to the back of the pack and push another bird forward. So it’s not always the one that’s out front. And um when I, when I learned these characteristics, um I just felt really, um I was really, really happy and content about this name because I do see that’s the type of leadership that I model in my everyday life and I think it’s the type of leadership that’s really important for the nonprofit sector.

[00:12:32.04] spk_1:
You explain how the birds communicate, which I’ve always wondered, uh, they’re, they’re just close enough that they can feel vibrations off each other and micro movements. I think you say off each other, but they’re not so close that they’re gonna bump into each other and, and you know, be injured. But that’s how they, and I guess they’re feeling the breeze off each other and sensing these micro movements of each other. So they’re that close but not so close. They’re gonna be injured, right?

[00:13:00.84] spk_0:
It’s very, it’s very fascinating. It’s like a scientific, uh, you know, gPS built into their bodies. And the other thing I recently heard about these birds, um, is that you don’t ever find one that dies alone. And so, you know, I want to learn research that a little bit more. But I think when they’re when someone is down or you know, there’s an injury or whatever may happen. Uh, they, there’s there’s a certain way that they take care of each other. And so um, you know, it just kind of speaks to our common humanity and are interrelated, you know, being interrelated and

[00:13:21.14] spk_1:
exactly our interdependence. Now this is a, this is an indigenous belief that we are all related and that’s what it makes me think of. The birds also absolutely working so closely together that they feel micro movements. But how explain this this belief that we are, each of one of us related to the, to all the other.

[00:14:34.54] spk_0:
Yeah. So there there is a native belief um all my relations that means um you’re, all of our suffering is mutual, all of our thriving is mutual and uh you know we are, we are interdependent and so it’s a very different mindset or worldview from sort of the american individualistic type of mindset. Um we also have connected to that viewpoint is this idea of seven generations. So not only are we all related, you know, in this room right now and that we’re relatives um and we are related to the land and to the animals around us, but all of the things, all of the decisions and um that we are making today are going to impact future generations. So there’s an idea that I am someone’s ancestor and so what our responsibility to move through the world in a way that is thinking that far forward about our um our young people. And so these are concepts that were taught to me by my family, but also in recent years this book gave me the opportunity to revisit and spend time with indigenous elders to remember these teachings and and to think about how to apply them in my work

[00:14:54.74] spk_1:
and you encourage us to each that each one of us takes responsibility for as you said, were thriving and suffering together. Um what I’m referring to is the each of us takes responsibility for the colonizer virus. Say more about that.

[00:14:55.96] spk_0:
Yeah, so you know, I think are we all responsible?

[00:14:58.94] spk_1:
We’re all

[00:15:11.24] spk_0:
responsible because we’re all affected. Um, I think some folks, when we, you know, we learn about colonization in schools is something that seems pretty normal, right? We um, we think of colonization and the colonizers as heroes like the natural path of progress. Absolutely

[00:15:17.37] spk_1:
way it’s learned,

[00:16:11.34] spk_0:
right? We have holidays, you know, for for Christopher columbus for example. And so but the realities are that colonization um, was something that was terrible that resulted in genocide and all types of exploitation. And uh, that type of history that we have in this country is something that we um, as as the people have not come to terms with, we actually we don’t tell the truth, we don’t face the truth. And so I think we’re still dealing with the consequences. Um, and so the dynamics of colonization which are uh, to divide to control, to exploit, to separate those dynamics. Um, you know, I I refer to them as the colonizing virus, because they they are still in our bodies as as a nation. They show up in our policies, our systems reflect the colonizer virus and in our institutions in the nonprofit sector, and especially in philanthropy, where we are sitting on lots of money, privilege and power.

[00:16:20.24] spk_1:
Uh, these

[00:17:25.54] spk_0:
naturally to your point about us, them organizations go ahead. So, you know, I think the philanthropy, for example, can perpetuate, um, you know, the dynamics of colonization because when you look at um uh where this where this money came from and how we as a sector don’t face the realities of that truth. When you look at ask the question of why this money was held back from public coffers, um that, you know, had it gone into the tax system, it would be supporting the safety net and vulnerable communities. Um And when you look at who gets to allocate, manage and spend it, you see a very um white dominant kind of mindset happening because for example, if we get into the numbers just a little bit um foundation set on $800 billion of assets. That’s a lot of money that has been uh you know, sheltered from taxation. That’s money that would have gone into public education, health care, elder care, um things that we need for the infrastructure of our communities, but that money has been put there with little to no accountability. Um Private foundations are only required by the I. R. S. To uh pay out 5% of their assets. And so then, you know, you’re looking at just a small percentage of money that was intended to be for the public good. Only a small percentage is actually leaving the doors being invested in community. Let’s assume

[00:18:11.04] spk_1:
it’s uh I know there are a lot of Foundations that use that five minimum as their maximum. So that’s so 5% of that would be $40 billion. Uh So the counter is, but there’s $40 billion coming Each year. Could be more, but let’s take the minimum just to be conservative. And you know, we’re trying to preserve this uh this foundation capital for perpetuity. So if, you know, if we if we spent in the next two years, the 800 billion, then we wouldn’t have anything left for future, just future years and other generations were trying to, you know, we want to be around for in perpetuity. The foundations would say,

[00:19:26.24] spk_0:
right, right. And you know, I think I think there is a case to be made for saving some funds for a rainy day in the future. But the truth is that 5%, when Congress had acted that 5% role, Um it actually began at 6%, I believe in 1974. And then in 1976 was lowered to 5%. The reason that Congress had to actually put this legislation forward is because foundations were not paying out any money. And so when you think about the intent of foundations, are they being started to actually benefit the public? Are are wealthy wealthy 1% or whoever corporations starting these foundations just for the sake of having A tax break. And so that that uh IRS minimum payout of 5%. That rule was put in place to force um foundations to actually begin making grants. And so, you know, so it is sort of the other thing to explore if you are with a 95%, that is not leaving the doors. Um, if the intention is really to do good in communities, we have to look at how that 95% is then being invested too, generate more money for future grantmaking And the truth there is that the majority of those funds are tied up and harmful and extract extractive industries, um, that are counterintuitive to the mission of foundation. You make the point

[00:20:20.74] spk_1:
often uh, that often right, Those investments are in our industries that are hurting the very populations that the foundation is explicitly trying to help through its, through its mission. And, and in fact funding um, the uh, something else that was going to ask about the, the way the money is. Um, All right, we’ll come back to it if I think of it. Um, there’s there’s a lot that organizations can gain by hiring people of color indigenous people. What uh, and and very few. You’re, you’re a rare exception. Um, working in, in found doing foundation work. Uh, what’s the, make explicit those uh, those advantages?

[00:20:49.64] spk_0:
Sure. So you’re right. I’m absolutely um an exception. I think when I started in philanthropy, I was one of 10 native Americans that I could find, we kind of found each other. What year was that? Uh, this was in 2005 And we are now, there’s about 25 of us now, the last time I counted. Um, so yeah, there’s, there’s, you know, an amazing opportunity for foundations and I think more and more foundations are understanding to bring folks in uh, 22 foundations that have lived experience

[00:21:12.64] spk_1:
and not only foundations but nonprofits and Ngos doing the groundwork. Absolutely foundations of the funders. And of course some foundations are now actually doing their own groundwork. We’re seeing that emerging, but, but for the nonprofits doing the day to day work

[00:21:15.21] spk_0:
as well

[00:21:16.01] spk_1:
represent the communities that you’re

[00:22:06.94] spk_0:
absolutely, it kind of makes sense, right? And uh, you know, it’s funny because some foundations actually require that of non profits. They ask about the diversity of their staff and their board, but they themselves have no type of, you know, values around diversity of their staff. But you’re, you know, the point is that for sure that any non profit or foundation to, to have folks uh, that that work there who have authentic accountability to community and understand and have been impacted by the issues that you’re trying to solve is going to bring an awareness and um, you know about the problem in a different way. It’s going to create some proximity that I think is gonna just inform strategies. That that makes sense. And I can’t tell you the number of times I’ve been in strategic planning processes and board meetings where decisions were being made and I always carry my mother, my family with me, you know, in spirit, into the room and I hear these decisions are these conversations and I’m thinking like, oh my God, like you know this, you know, this this would not in any way help my mother or my family that still living in poverty. Decision makers disconnected, there’s such a disconnect.

[00:23:12.94] spk_1:
Yeah, um and I I thought of what I was going to ask you about or just comment on the Foundation wise, we do see some Foundation saying that they’re going to spend down their assets. Uh I wouldn’t say it’s a needle moving, but you do hear that from time to time, that there’s a foundation that’s committed now to spending its its assets down, you know, uh was paul Allen, was that uh not paul Allen the Microsoft? I think the Microsoft founder, co founder who recently died, I think his foundation was paul Allen Okay, okay. Uh I was thinking of steve Allen comedy all comic, that’s why I thought, no, it wasn’t him, but it was paul Allen, I think his foundation is one, but there are some, so we do hear some glimmers, but you say in the book a few times people we need to move the needle.

[00:24:15.24] spk_0:
Yeah, I think, I mean, I think deciding to spin down is a very progressive way of thinking about it. There’s so much need now um if we actually release the funds or even if you don’t want to spend down, you can make a decision to pay out more. Um there there’s a lot of amazing work happening um right now that is so under resource that if we could um support and get behind investing money in these various movements and these uh in communities of color which are so marginalized by philanthropy, you know, uh the 5% that is being invested, only 7 to 8% of those dollars are being invested in communities of color. That would make a big difference. And so I think um you know, I think it’s a conversation that the boards of Foundation should think about, what is the value of, you know, why why do we want to stay in perpetuity? Like what is that about a family legacy? Is that really about making a difference in the world? Because in some ways it feels I can see that has been a very selfish type of uh you know, uh way of thinking,

[00:24:33.24] spk_1:
if this was CNN right now, I would I would play a video of you, but I don’t I don’t have that. But in your in your times, uh we have to work on that at talking alternative, we need we need video capture and screens and everything. Uh in your video, in your interview with David Bernstein new York times, uh you said by not investing more in communities of color philanthropy? Venture capital, impact investing in finance are missing out on rich opportunities to learn about solutions.

[00:25:52.34] spk_0:
Yeah. You know, I think that I think of, you know, people of color indigenous folks as being the canaries in the coal mine sometimes when, when policies fail or systems fail, um, we hurt the hardest and uh, but there’s just something so magical about and sense of pride that I have about my community because we are so resilient regardless of um, you know, all of the trauma, the colonization, the um, you know, genocide stolen land, we still remain intact as a people. Um, and so there’s, there’s gotta be something magical about that resilience that I would, if I weren’t native, I would be interested to know like what, when you think about sustainability, you know, we have a corner on sustainability. Um, indigenous peoples around the world are on the frontlines of saving this planet on, you know, um, you know, really fighting for environmental protections. Um, there, there’s so much wisdom and you know, often foundations roll out new theories of changes are changes are see strategies or there’s a new model or theory theory of change that comes up and I’m like, wow, we’ve been doing that in our communities for years. If someone would have asked us, you know, maybe we can get there faster.

[00:26:00.64] spk_1:
Is there still a lumbee community in Robinson robeson county?

[00:26:04.27] spk_0:
Yes, there are, there are about 60,000 enrolled members in the lumbee tribe. The bulk of our community is still in Robertson County

[00:26:12.59] spk_1:
now have a north Carolina driver’s license. Will that, will that get me in? Can I be a member?

[00:26:17.86] spk_0:
You know, we were very inclusive. We, we, we’ll take, we’ll adopt you as an honorary brother, but you have to have a little bit more documentation to get officially enrolled. So it’s, it’s a stretch for an italian american with north Carolina license

[00:27:18.24] spk_1:
player and, uh, driver’s license. All right. Um, you, you talk about, you know, I guess, I mean, we’re skirting around these things, Make it explicit the power imbalance, you know, that, um, minorities are seeking it. And uh, mostly middle aged white guys are, are doling it out. Uh, you know, piecemeal, um, the, the imbalance, you know, the grant, even the, even the word, you know, the granting, it’s like some, uh, I don’t know, it’s like some holy orders has, has bestowed upon you something that’s a gift when, uh, your, your belief is that your thesis in the book is that it’s, it’s a, it’s a right equally held by all,

[00:27:46.44] spk_0:
yeah. You know, I think power and money, A lot of, a lot of this does come down to power and ownership. Um, we are talking in the nonprofit sector right now, a lot about equity, right? And equity is very different from diversity and inclusion. Um, to me, equity really is all about shifting power. And we often think about that from the lens of equality. So we’re going to have the same power, which is a good thing. But to really achieve equity, it’s gonna actually require that some folks who have had power for a long amount of time give up more power to take a

[00:27:54.36] spk_1:
back seat. So that’s not gonna happen. You know, that’s, that’s highly unlikely. Like infant is really small, unlikely.

[00:28:27.24] spk_0:
You know, it’s, it’s a hard thing for people to, uh, to think about. And especially if you have, if you’ve been privileged for so long, um, equity might actually feel like oppression for you, right? Because it’s like, you know, well, I, I, I have less than I’ve had. So, um, but you know, we, I want to think about this through an abundance of my frame. There’s enough, there’s enough resources, enough power to go around. Um, we just have to work together to make sure that we are privileging those who have not been privileged by that problem.

[00:32:43.94] spk_1:
So I love that you, you approach it from a position of abundance and not, not scarcity. It’s time for Tony’s take to gratitude all day. This is coming up just next week. So this is something for folks that are listening to the show very quickly after it’s published. No, wait, what am I saying next week? Yeah, it’s this week. It’s this week september 1st and second. It’s gratitude all day, september 1st and second Wednesday and thursday, it’s online, It’s a live stream, you join and share with the world your gratitude. What are you grateful for health, your family, friends, good drinks, prosperity, uh safety. Uh you know, I’m thinking things that well, I don’t want to share my gratitude, I’m doing that, you’ll, you’ll hear what I’m doing mine, I can’t give you mine now, I can’t do that now. So I’m trying to think of what your gratitude might be. Uh wonderful vacation blossoming flowers over the summer. Uh you got approved for your life insurance policy, you bought your new home, you sold your old home, your kids are starting college, your kids are leaving college, whatever you’re grateful for you get the idea, you join the live stream on Wednesday and thursday the 1st and 2nd and you share it with the world whatever you’re grateful for now, The best time to do this is 7-9 eastern on Wednesday september 1st because that’s the part that I’ll be hosting. See, there are different hosts throughout hosts throughout the 24 hours and I’m the hostess for 7 to 9 p.m. Eastern Wednesday night. The whole thing runs from one p.m. On Wednesday to one pm Thursday. So the best time to share your slot, share your gratitude is my slot because that’s you know, you don’t want to take a chance with with a lackluster host when you can have a lackluster host of your segment. So 79 p. M. That’s, that’s the best time to share your gratitude, although you certainly can do it anytime during the 24 hours. And where do you get all the info for gratitude all day. It’s very simple. You go to gratitude rising dot org Now if you can’t join us because you didn’t listen to the podcast the day or the day after it was published, then just do your own gratitude. You don’t have to share it with the world. Do you? Do you do daily gratitude? You know what that is in the morning when you wake up, you you just, you’re beyond the twilight zone, but you haven’t gotten out of bed yet. A couple of minutes devoted to daily gratitude. Now I don’t do it daily, but I do it often verbalizing, saying them out loud, verbalizing the things that you are grateful for, think through and go into depth about the things I’m grateful for just talking to myself, but saying them out loud. So if you can’t join us for gratitude all day, do your own day gratitude and hopefully daily gratitude that way. But I love the idea of just gratitude, giving thanks and sharing it if you can. But even even saying it out loud is, you know, sharing it with yourself. It makes a difference saying it out loud versus just thinking about it. It does, That’s gratitude and that is Tony’s take two. Now back to de colonizing wealth. Now I want to go back to Edgar Villanueva. Edgar. Villanueva. See, I thought he would pronounce his name. Edgar And I was wrong. And but that’s that’s why I said Edgar. But it’s Edgar. Edgar. A gravel in river. And de colonizing wealth. Welcome back. You didn’t go far.

[00:32:45.10] spk_0:
Thanks for having me. Okay. I’ll still be here. Yes, absolutely.

[00:33:06.44] spk_1:
You haven’t done anything that would lead me to shut your mic off. Um It hasn’t happened, I’ve threatened, but it hasn’t happened. So let’s, let’s start getting uh positive. You know, the second, roughly the second half of your book is seven steps to healing. Um, And uh, I thought you came up like five short. I mean, we have another 12 steps. I mean, if you want to, if you want to share power, you’re gonna have to have, you got to step it up with like 12 steps or, or even 15, you know, you have more than the colonizers. Uh, but but the seven steps are in themselves. They’re they’re pretty radical.

[00:33:33.64] spk_0:
Yeah. You know, it’s funny because I did have some resistance to having seven steps, right? Because it makes it seem like there’s a there’s a quick and easy fix. If I just do these seven things, then we’re done with this and we can move on

[00:33:38.37] spk_1:
prime number. So that

[00:33:56.14] spk_0:
I think that’s that’s unique. I don’t know why, but yeah, so, you know, but I did need to simplify the process in some ways just to help us get our minds around, uh, you know, a process that we can begin. but there is no linear way or a quick way to um, to solve, all these problems or to, to undo what has been done. But there are ways to, to, to move forward and the steps to healing for me where are

[00:34:07.42] spk_1:
listening out for us, just list all seven and then we’ll

[00:34:17.64] spk_0:
talk about, I’m sure. So they’re grieve, apologize, listen, relate, represent, invest and repair. Okay.

[00:34:22.54] spk_1:
Um, so you’ve been thinking about this for a while. I mean this, uh, I just did, I admire though. I admire the thinking that goes into this.

[00:35:30.24] spk_0:
Yeah. So some of it comes from my own personal experience, um, when it kind of coming to terms and with the sector that I’m working in and the disconnection that I felt as a native person in the space and spending time in my community to just re ground myself and my values and um, and kind of acknowledging the wisdom that was in my body and in my community that I could bring to the space. Um, the other parts of it come from, I did lots of interviews with folks who work in nonprofits and philanthropy who were, I think of very forward thinking people in the space activists who are leading movements around the country to get to a place of, you know, what, what, what have you gone through personally to kind of reconcile some of this. Um, and then, you know, a lot of this is also based on an indigenous restorative justice model. So we hear a lot about restorative justice um, in the nonprofit sector. Now, this is a method that’s used in schools and in the criminal justice system to help people deal with things that have gone wrong to kind of get back on the right track. And so this is a model that has come from indigenous communities where we um sit in circle with the offender with someone who has harmed us or done us wrong to get to a place of truth and reconciliation.

[00:35:58.84] spk_1:
So, uh, grieving, uh, you say everybody, I mean because of our inter relatedness where we all need to grieve, including the people of color and indigenous, you know, those who have been oppressed.

[00:37:06.43] spk_0:
Absolutely, we all need to grieve. Um, we need to get to a place where we’re just very clear and honest about the history of this country. What has happened, what the idea of, um, you know, white supremacy, which is not a real thing, right? But why the idea of subscribing to that the harm and the loss that has calls for people of color, but also white people. And uh, you know, I think that’s uh, we it’s pretty clear the trauma and the harm that has been caused a community of color. It’s not so clear. We don’t talk about it very much the loss that uh, the colonization and uh, the idea of white supremacy has actually caused in white communities. But it’s uh, it is, there is a loss there. I talk about it in the book um, of the idea that white people came from from communities where they had cultures and uh tribal ways of, of interacting in many cases um languages and things that were given up in order to assimilate to this idea of being american. And I think now we’re seeing folks feeling a sense of loss about that. That’s why if you see these commercials for these DNA tests are so popular right now because everyone wants to kind of remember where they’re from and they feel connected to that in some way.

[00:37:34.63] spk_1:
Um, and um the the thing you talk about too is uh the orphans orphans, you say that those of us who are descendants of, of the, of the settlers you call us orphans, how’s that

[00:38:54.42] spk_0:
I call them orphans. This is a term apart from some research that has been done on whiteness and it is, it’s kind of speaking to this idea of loss. Again, sort of giving up the culture that maybe from from, from the home country, from where where folks, settlers came from giving up those, those ways of being interacting in community to subscribe to this individualistic way of being in America. And so with that there’s been a lost of sort of that, that mother country um for lots of white folks and a loss of identity because although, you know, I’m not anti american, let me be very clear about that, this is the greatest country in the world. I’m very proud to be a citizen of this country. Um, but there is something about leaving behind and not remembering where you originated from in order to adopt sort of this new culture here. Um you know, and and not um that that makes you feel sort of like an orphan. If you’re not, you have no connection to where your grandparents or from or the language they spoke with, the culture they have. Um and I feel that that’s a loss for many white communities. That is actually a feeling that is shared with communities of color. Um, and if we recognize that loss in that trauma that we have in common, um it opens doors for a different type of conversation about race.

[00:38:58.32] spk_1:
You said a few minutes ago that white supremacy is is not a real not real. Why? Why do you say that? Well, I mean, there’s a white supremacist movement, uh, how are you thinking about it that you say it’s not real?

[00:39:41.42] spk_0:
Um Well, well, the idea that that uh, you know, a certain group of people, white people are superior because of the pigment of their skin is not a real thing. Right? So this wasn’t an ideology that was created um in order to be able to have the types of oppressive movements and systems and policies that have been put in place for many years. And so it is a mindset that has been uh you know, an idea that is not real, but we have built systems and um societal norms around that. You know, growing up I was taught that you know, are sort of the default for me was whiteness, was was better. And so if I were to behave or dress or act in a certain way that appeared to be more white than that was going to be a better thing for me. And so we know that the idea of white supremacy is, you know, the idea of it is not real, but there are very real implications and for how we have adopted that, that belief. All right.

[00:40:11.71] spk_1:
Um and you’re you also encourage uh nonprofits and teams to have a grieving space while we’re talking about, we’re talking about grieve, we just have about a minute before a break, but and then we’ll move on with the seven steps, but what’s a grieving space in an office.

[00:40:54.31] spk_0:
Yeah. So you know, these these steps are our personal, but it can be applied in organizational setting. And so I think especially those of us working in the nonprofit where we’re supporting communities, we need to have space spaces in our in our our work live to be able to talk about bad things that have happened and to grieve that and to feel emotion to be human about it. And so, you know, I share some research in the book and some antidotes of folks who have have done that, and the research shows that there um it’s actually um leads to a much more productive workplace to have moments where we we stopped the work to actually grieve and acknowledge the events are happening, you know, in our communities.

[00:41:33.91] spk_1:
The book is de colonizing wealth, just, just, just get the book, you know, because we can only scratch the surface of it here in an hour. But uh, de colonizing wealth dot com, that’s where you go. I like the idea of the grieving space, you know, uh acknowledge, you know, everything doesn’t go well all the time. It’s impossible. No organization succeeds 100% nothing. So give yourselves time and space to talk about it, acknowledge it, learn from it and and move on rather than it being some cloud over the organization that everybody’s afraid to talk about or something, you know, it’s how how how oppressive is that

[00:41:52.91] spk_0:
very oppressive and in philanthropy is especially because we were sort of carrying around these these secrets of like how this wealth was amassed or secrets that are within these families that um, you know, many people feel bad about. And so we just need to kind of, you know, be truthful and honest about the history and spend time grieving over that so that we can move forward as you said,

[00:42:32.10] spk_1:
and and that was the next step in terms of uh, your next step apologizing recognizing which includes recognizing the source of the foundation money. I mean, you worked for the Reynolds KB is KB. Reynolds Foundation Reynolds tobacco north Carolina. You know that money was raised on the backs of slaves. Um, I’m not going to ask you if the KGB Reynolds Foundation acknowledges that, but that’s an example of what we’re talking about in the, in the step apologizing.

[00:42:35.56] spk_0:
Absolutely no, there was, there was no acknowledgement of that. And uh, chapter one of the book is called my arrival in the plantation because our foundation offices were literally on the former estate or plantation of R. J. Reynolds. And so, uh, really literally and metaphorically I was, I was working there. But no, there was, there was, there was no acknowledgement of that. And I think you see that, you know, in, in north Carolina, recently, the chancellor of the University of North Carolina acknowledged that the history of slaves and building that university and that some of the buildings there named after a former slave owners, what most people of color want. Um, it’s just to be seen and heard and for folks to make that recognition

[00:43:31.70] spk_1:
acknowledge and maybe move to apology. Perhaps that didn’t johns Hopkins University do something similar that, that they had, their founders were uh, johns Hopkins, their founders were slave owners.

[00:43:34.49] spk_0:
I think Georgetown University

[00:43:38.10] spk_1:
Georgetown. Sorry, thank you. Okay. Georgetown, there were pre right. There were priests, uh, priest founders that were slave

[00:44:16.49] spk_0:
owners. That’s right, actually, no. Um a friend of mine who lives in New Orleans as a black woman who is a descendant um and was called to Georgetown to share about her family’s history. And it was a beautiful moment. They set in community together, talking about the history talk acknowledging the contributions of her ancestors. And there’s a big right up in in the paper and you know, this has been a very uh healing I think for the university, but also from for my friend Karen, um who is now having that, you know, that recognition that the contributions of her ancestors, you talk a

[00:44:51.49] spk_1:
good bit about the reconciliation process in South Africa. Um Canada, uh you gotta get the book. I mean, we can’t we can’t tell all these stories. I mean, I know listeners, I know I know you love stories as much as I do, but there’s just not enough time to just get the damn book. Just go to de colonizing wealth dot com, for Pete’s sake. You go right now, if you’re listening live, where are you poughkeepsie? It’s connected. He uh Nottingham Maryland just go to de colonizing wealth dot com. Um okay, listening, you talk about and empathic and generative listening.

[00:46:20.28] spk_0:
Right? So, you know, often um, when we, when we moved through a process like this, we feel bad, we’ve apologized. Um uh, the default sort of like dominant culture way of being is like, okay, I’m done with that. I’m going to move forward. And so, but before you move for an act, you just need to pause to actually listen, Uh, to listen and learn. So to, uh, for, for non profits. You know, I ran a nonprofit, I’ve worked in philanthropy for 14 years. When I asked nonprofits what is the number one thing that you wish funders would do differently? The response is always, I just wish they would listen. Uh, because there’s something about having resources, money, privilege and power when we enter the room, there’s a power dynamic where we automatically feel that we can control the airspace and we have an agenda and the non profits are going to be responsive to what we want. And you know, that often is the case. But the best way to really build a relationship with folks where there is a difference in power and privileges is to actually stop and listen. Put aside your own assumptions and, and try as best you can to put yourself in their shoes to understand their experience and their history. It’s just, it’s just going to make you a better person, uh, feel like listening as a human, right? We all want to be, We all deserve to be heard. And so that is just something that we have to keep reminding folks who have privilege is to, um, to, to stop at times to also listen and to let others be hard put aside the white savior complex. Absolutely. Uh,

[00:46:51.38] spk_1:
listening. We talked about, we talked about that a lot on the show in terms of just donors. And I know you’re next, you’re next step is relating versus being transactional. And that’s, that’s, that’s the beginning of a relationship. As you said. You know, listening, genuine hearing, uh, two whether its donor’s or potential potential grantees. Um, there, there’s a lot to be learned.

[00:46:53.59] spk_0:
It goes back to the

[00:47:08.98] spk_1:
value of bringing, representing the communities that you’re, that you’re serving. Uh, okay. So relation you want us to, uh, you want to relate, let me ask you, you, you, you read, um, how to win friends and influence people. You say dozens of times. You said it doesn’t, I have trouble reading a dozen pages in a book. You’ve read one book dozens of times. Uh, what do you take away time after reading? Uh, the L Carnegie’s book dozens of times.

[00:47:37.08] spk_0:
Well, you know, I still have an original copy from that. I, um, I stole from the library of uh, my mom was a domestic worker and she was caring for frail elderly man. Um, they had this vast library. So I end up with this little book that you stole from an infirm elderly elderly man. I feel terrible about a book. It haunts me to this day. So this is a public, you

[00:47:46.10] spk_1:
didn’t even think to leave like $20 or something

[00:48:26.47] spk_0:
on the table and have it if I had it at that. All right. Um So hopefully this is my my way of giving back, this is my reparations for for that that wrong. But you know, and the one take away from me in that book uh is uh is really kind of connected to relating and listening. Um is when you’re when you’re talking to folks, people just really want to be heard. So mostly you should listen. Um And if you actually just listen more than talk, people are gonna think that you’re a great friend like well Edgar that was such a nice time with you. But even if I didn’t say much and so yeah, it’s really about listening and letting others feel that they are important because they are um you know, we I think people just feel so invisible these days that just by giving people that moment of feeling hurt and connecting with something that they are interested in. Um It’s just gonna really take you much further in building a relationship

[00:48:54.57] spk_1:
and stop the transactional, the transactional thinking. Um You have you you have an example of uh um a like building design, like office design. Kitchens, you’d love to see a kitchen in the center of of offices.

[00:49:31.07] spk_0:
Yeah. You know so sort of like these ideas of like the colonizing virus infects every aspect of our community. So yes, even the way buildings are designed especially buildings that are financial institutions. Think about what banks look like when you walk in and with with all the marble and you know, hard edges, absolutely foundation offices where you have to go through five levels of security to get in as if we’re as if the millions of dollars were in the office. Right? And so we just threw even how we design our offices. And um, you know, the way they appear can be super intimidating for folks who are coming in who need access to resources.

[00:50:45.06] spk_1:
It’s time for a break. Send in blue. It’s an all in one digital marketing platform with tools to build and to end digital campaigns, They look professional, they’re affordable, they keep your campaigns organized. It’s all about digital campaign marketing. Most software. You know, it designed for big companies with big, big enterprise level price tag, sending blue is priced for nonprofits. It’s easy to use and walks you through the steps of building a digital campaign. You want to try out sending blue and get the free month. You go to the listener landing page at tony dot M A slash send in blue. We’ve got boo koo but loads more time for de colonizing wealth. Now we’ve got several more minutes for de colonizing wealth. Again, just go to de colonizing wealth dot com, get the thing, get the book just in terms of designing organizations, uh more egalitarian you’d like to see.

[00:51:35.86] spk_0:
Absolutely. So uh, one of the steps of the book is represent and what you look at the, uh, the demographics of the nonprofit sector and especially in foundations that part of the sector. We still have a long ways to go with diversity, particularly when you look at the board of directors and the ceo positions folks who really hold power in organizations. So what are the, what are the ideas that I put forth in the book? Is that foundations should have a requirement that at least 51% or at least 50% of their boards to reflect the communities they serve. Um, this would drastically change what, you know, shake up what the seats on the bus look like. But this isn’t this, uh, far from what is required of, of many nonprofits. Funders actually are, you know, requiring this, of their nonprofit, that their funding, um, and many government organizations that receive government funding, federal funding have these types of requirements that the folks who sit on the boards must be folks who are benefiting from the services of those nonprofits.

[00:51:49.40] spk_1:
Again, representative? Absolutes, yeah, that’s a, that’s a stretch. 51%.

[00:51:57.36] spk_0:
It’s a stretch. It’s a stretch. But, you know, um, the conversation has, has been zero about it. So I figured, you know, if we put something a bold vision out there to help us imagine what’s possible, maybe we’ll get a little bit further down the road.

[00:52:17.45] spk_1:
And there are some examples you cite the novo Foundation in the book. Uh, they have a women’s building that they’re, they’re repurposing some old warehouse or something to turn into this building and, and the decisions being made by, by women who are going to be using the

[00:52:45.25] spk_0:
building. Absolutely. There’s some great examples of foundations and funds that are um, really, um, putting these values into practice in their work. Novo is, is a foundation that I really appreciate. Jennifer and Peter Buffett, the founders of the Novo Foundation, wrote the forward to my book. And they are folks that you, if you get to know them, you can see that they have done this work. Um, and it shows up in how they give, they are a foundation that absolutely sits in community and listens um, to folks who are impacted by, especially women and girls, which is an issue they really care about and they fund in a way that is responsive to what they really need versus what the foundations agenda might be.

[00:53:06.85] spk_1:
Is it no vote that funds for five years or seven years? It’s guaranteed you cite this in the book, no matter how much trouble you’re having in year 123, you’re going to be funded for five or seven years for their initial commitment.

[00:53:39.05] spk_0:
Right, Right. And, and that type of long term commitment is, uh, you know, something that, that is the best type of funding, you know, folks can be, you can focus on building relationship versus so I’ve got to meet these certain objectives, so I can keep getting this money year after year and so to be relieved of that, that pressure of thinking about where am I gonna, you know, how am I going to pay the salaries next year? Um really allows folks to have the freedom to think about the actual work that they’re doing in communities

[00:53:44.55] spk_1:
and and planning and and can plans that are being

[00:53:47.42] spk_0:
one only 1 or two

[00:53:56.25] spk_1:
years. Um so we kind of mishmash together, you know, relating and representing um investing.

[00:54:44.74] spk_0:
So investing is really a call to philanthropy to think about using all of its resources for um for for the public good, right. And so we are not going to be a sector that achieves equity that that is really moving the needle issues If we’re supporting with the 5% in our right hand, Really good work, you know, mission-related work. But in our left hand we are investing 95% of our resources in um industries and causes that are extractive that are, you know, really canceling out the positive of of our resources. So, you know, there are great foundations like the Nathan Cummings Foundation for example, who just recently declare that 100% of their assets, their entire corpus is going to be used in support of their mission.

[00:54:47.29] spk_1:
Uh Again, other examples in the book and uh we just have about a minute or so before we have to wrap up actually. Um, so talk about your final step, which is

[00:55:28.04] spk_0:
the final step is repair. Um, all of us who are philanthropists are givers and as we’re getting close to the end of this year, we are all philanthropists. I’m supporting, um, nonprofits in our communities. Think about how we can use money as medicine, how can we give in a way that is helping to repair the harm that has been done by colonization in, in, in this country. And so think about looking your personal portfolio. Are you giving to at least one organization of color um, to support grassroots leadership? So reach across, um, and support folks who may not look like you invest in ways that are helping to unite us versus thinking about some of the traditional ways of giving that have not been, uh, you know, along the lines of thinking or exercising these types of values.

[00:55:50.94] spk_1:
Okay, so I’ll give you the last 30 seconds, uh, in the way that the way I learned that natives are the original philanthropists was by what you, what you talk about your mom.

[00:56:13.63] spk_0:
Yes. So, you know, I think a lot of giving, when we look at giving in this country, the biggest philanthropist, philanthropist or folks who are giving the most highest percentage of their income incomes are actually poor people. And so I do talk about my mom in the book, um, who, um, was, uh, you know, is actually very low income and but yet she gave to our community and and how to run a ministry of our church to support Children,

[00:56:18.38] spk_1:
the bus ministry,

[00:56:19.36] spk_0:
the bus ministry.

[00:56:20.24] spk_1:
Just gotta, you gotta get the book,

[00:56:21.23] spk_0:
you got to read the bus ministry and so it’s giving of time treasure and talent, not just resources and so all of us who are caring for our communities in ways that are um you know through love is uh we’re all philanthropists

[00:56:33.73] spk_1:
get the book, go to de colonizing wealth dot com. Edgar Villanueva, thank you so much.

[00:56:37.97] spk_0:
Thank you for having me on tony real pleasure

[00:57:40.83] spk_1:
next week converting followers to donors with Adora drake, if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O. And by sending blue, the only all in one digital marketing platform empowering non profits to grow tony-dot-M.A.-slash-Pursuant in Blue, our creative producer is Claire Meyerhoff to show 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 me next week for nonprofit radio big non profit ideas for the other 95 go out and be great. Mhm Yeah

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the either ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the embarrassment of pem fi gis if you bullied me with the idea that you missed today’s show persuading the wealthy to donate ashley whillans research reveals the language that stimulates giving from your wealthy potential donors and your boards role in executive hiring. Jing takagi are legal contributor and principal of the non-profit and exempt organizations law group walks us through this important board responsibility hyre ing the executive officer that originally aired on july eleven twenty fourteen on tony’s take two the charleston principles we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we b e spelling dot com my pleasure. Now to welcome ashley whillans to the show, she just turned her phd from the university of british columbia. She conducts research with non-profits companies and government. She was a twenty fifteen rising star of behavioral science. In twenty sixteen, she helped start the behavioral insights group. In the british columbia provincial government next month, ashley begins her faculty career as an assistant professor at the harvard business school in negotiations organizations and markets she’s at ashley whillans and i’m very glad to welcome her to non-profit radio welcome, ashley. Thank you so much for having me this morning. Pleasure. Now, there’s. A lot going on in your life. You just got your ph d just last month, right? You just graduated? Yeah. That’s. Right. Uh, something like two weeks ago. I just got my my doctorate. Congratulations, that’s. Outstanding. Because because when we started, when we started emailing your your email signature said phd candidate and now it says ashley whillans phd. Yeah. That’s right. That was the most exciting email change i made recently. Yes. Right. You got to go into preferences signatures and change. Delete the word candidate that’s. Outstanding. Yeah, great. Yeah. Now i see you are not using period’s. Most people do. Ph, period d period. You’re opting against the periods. Is there some kind of ah, that a brevity fetish you have or something? What? Why’s that no periods. Yes. Efficiency, laziness, something like that. Okay, even those two keystrokes, those two period keystrokes. It’s. Too much with the right hand. Too much. Okay. Okay, on dh now, big, big changes coming up you. So you’re you’re in british columbia that you went to university of british columbia. But now you gotta move to cambridge, right? You’re moving tomorrow? Yeah. Moving tomorrow. Uh, morning. Cambridge, massachusetts that’s. Incredible. Um, good luck in the move. Are you are you a canadian originally? Your canadian citizen? I am a canadian. Okay. All right. Now, aren’t you at all concerned about our muslim ban? I know ashley willens. So that’s a suspicious sounding name to me. Is that a muslim? Ashley whillans is that a muslim name? Sounds sounds muslim. No, i i don’t have to worry about it, but i know it is an issue for some of my my friends. So this’s america shortly? Okay, you’re you’re friends, right? It’s affects a lot of people’s friends and that you know where the where the democracy, where everyone is under suspicion. So i did see your head shot and i did not see ah, hey, job on your head shot. So may i hope you’ll get through scrutiny. I don’t know what we’re looking at canadian citizens, how scrupulous were being. I hope you have no trouble coming in. Let’s, get to the substance of sort of self concept and and giving, let me ask, let me start. A lot of people think the wealthy are selfish. Is that so? So i would definitely hesitate against that general idea related to the research that i did. I think it’s, so i think that that wealthy individuals have a lot of personal control and so it’s not that wealthier individuals, on average or selfish, but rather that they and are used to and enjoy having autonomy or personal control over decisions in their daily life. Yeah, that autonomy then and an agency we’re going, we’re going to get to. There was a really interesting study in twenty fifteen of preschoolers, which is related to the work that you did and we’re going to talk about, can you? Can you summarize that for us? That twenty fifteen preschoolers research? Um so i think broadly, this wasn’t my research was that the preschool fighting is that kids from wealthier families actually give less tokens during an economic game in the lab than been children from less wealthy background, so they decide to keep more tokens for themselves, even when the tokens they’re going to go to other children who who couldn’t be there to participate in the study because they were at sick in half because they’re sick in the hospital, right? This study is just one example of many that are sort of proliferating in the social sciences, suggesting that, um, people from wealthier backgrounds tends to give less when one provided with the opportunity, right? And your research finds the way teo overcome what? What? Maybe? Well, it’s, your research points out that it’s really not something innate, but it’s the messaging coming from the charities that is a variable factor that can influence the giving of the wealthy and the less affluent, too. Yes, that’s right. So, really, what our research fight is that the and this is this isn’t necessarily surprising so fund-raising professional, they’re like, of course, you should table your message to your audience, but i think what’s, really. So what we find is that he’s more agenda messages, messages that focus on personal achievement and control are more effective it encouraging giving among those with the greatest capacity or messages that focus on what we can all do together to help the cause are more effective for those with the less capacity give but across our studies of more than thousand working adults from both chicago in vancouver, we don’t find any inherent differences in our studies between those with most the most money in our samples in those with please okay, samples so we don’t see a main effect where people who are wealthy orc are giving much less, and people have less money or giving maurine the content of the earth studies. But rather we find that depending on how the message is frame’s related to charitable giving, the wealthy give more or the left latto give more. Okay, now that sound very it sounds like you’ve said that those few paragraphs a bunch of times in the past couple months or so nastad sounded very, very polished and finished. Have you repeated those words a few times? No, not too much, not too much, but i have thought about this research a lot over the last three years. Yeah, okay. All right, well, it’s there’s a lot there. We’re gonna unpack it, but, um, yeah, i like the bottom line is that it’s not only about the wealthy and it the tailoring a lot of times fundraisers or anybody and non-profit they talk about tailoring a message? They mean used the person’s first name or, you know, address them personally or address them by ah, bye program that they’re interested in or certainly maybe e-giving level where, you know, but we’re we’re talking about cutting it. A different way. Which would be bye affluence. Do i have that on my perverting? Your researcher of kapin basically absolutely right. Okay, okay. We’re gonna go out for our first break. Thank you for telling me. I did not pervert your research. I don’t want to do that. We’re gonna go out for a first for our break. And when we come back, you and i will continue talking about persuading the wealthy and others to donate using the right messaging. Stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the either ninety five percent. Ashley whillans recent phd. We’re talking about her research on messaging and e-giving ah, the different levels of of affluence. Actually, you did this with riel charities. Is that that’s what i gather, right? Yes. That’s, right. So we conducted the research with an organization that focuses on effective plan to be the life you can save on. We’ve also done this with a large private university in the united states. Okay, i guess you’re not at liberty to say the the name of the university is that? Does that part of the agreement? That’s, right? Yeah. Kapin nondisclosure agreement. Okay, now we know that you’re headed to harvard business school, but, you know, that’s just may just be a coincidence. Oh, by the way, what? It wasn’t there, it wasn’t. It wasn’t there. Okay, but where were you going to be? Teaching? I mean, you know, it’s like getting your syllabus together right for your first. Are you going to teaching in the fall? I’m teaching in the second semester, so i’ll be teaching negotiations. I take the class first and then i teach in the second. Semester they make a making a new professor. Sit through the class, see that you understand how the class goes and you get a feel for what the classroom is like. Oh, man, and you get paid for that. You’re on salary while you’re doing that? Yes, falik okay, well, of course you have other responsibilities as well. You’re not just going to one, you know, just taking one class. And they i’ve been sitting on the quad for the they don’t let me off that easy. Okay? Cool. No, it’s. Very good for you. All right. So a charity without a canadian charity, the charity is in the united states. They’re both the both the college and the charity work in the united states. Ok, ok. Was that hard? Is that hard? Teo recruit charities too. Let you mess with their messaging? Yeah, that’s a great question. It definitely took a little bit of collecting initial evidence on the idea first. And i’m also part of the society for philanthropy initiative out of the university of chicago. So it’s run by john list and other economists who are centered at the university of chicago and there’s a conference every year that brings together fund-raising professionals, professionals, leading academics in economics, sociology and psychology. Two begin to think about and talk about using the insights from our fields and put them into practice. So that was a great source of connections for us when we went and tried to find field partners for our research professor john list in chicago, i think he’s been on this show, i’m pretty sure he has i’m i’m gonna go to tony martignetti dot com and search his name, but i’m pretty sure john list has been on. Yeah, that’s great, yeah, he’s a major he’s, one of the leading academic academics in the field of fund-raising so he really started the academic field of philanthropic studies and fund-raising looking at from a behavioral science perspective, his career really took off after he was on non-profit radio. So this is very auspicious for you. I don’t know if you know that this is a watershed, this watershed for you. I don’t know if you’re aware of that. Great, great. Now i have been. But now you are here. Yes, you know, gen shang. Do you know professor gen shang? I don’t know, you know. You’re not well connected, all right? We’ll have to connect you in the university environment. She’s another professor. Now it, uh i think she’s now at cambridge. The other cambridge? Not the not the knockoff. Cambridge. You’re moving to she’s. The original cambridge, i think. Pretty sure. Okay, so all right, so you recruited your charities and then what’s the next step? Yeah. What was next after that? Oh, you got a what we had a discussion about. You know what? Campaigns were upcoming that we might be able to do. Random i control trials. So that’s, where we’ve flip a coin essentially on dh randomly find everyone who’s going to receive a mail out to receive one of the treatments or the other treatment. Andi, that was actually done all by the university alumni office. So they were able to select one set of messages for the group that we randomly assigned in another set of messages for this other group. And then we were able to put these messages into the field and look at donation rates, both participation rates, so likelihood of donating to the campaign. And also the amount that people donated to the campaign. Okay. On dh it took about i think it was in the field for so we were waiting for the results for three or four months on dh. Then we were able to look at whether and how different messages affected different potential donors differently, and the charities had wealth, information or income information about the people who receive these melons right in our field study with the university office we hey, we did a little bit of guessing and well, so we didn’t have individual level wealth data, but we did have a zip code data. We were able to get the average level of well in the neighborhood that individual’s lives. We also knew how much they donated in previous campaigns, which is a pretty good indicator of wealth of someone who gives six, seven, eight thousand dollars to their university alumni office is probably a lot someone who’s wealthier than then another individual who’s giving five, ten, fifty hundred dollars over the last couple of campaigns. So we only that is an index of well, all right. That’s a good that’s. A good proxy. Ah, especially if it’s over over a period. Ah, good period of years or so that’s true. And you used ninety thousand dollars as the cut off between affluent and less affluent, right? So where we got that number is actually so those were from our more tightly controlled experiments in the field where we i went up to adults at different finds museums in vancouver and chicago. And we asked him to participate in a study who provided them with a windfall of money and prevented the opportunity. Donate either in terms of agency or communion is we’ve been kind of talking about and we measure their individual loss. Okay, so that was different. That was different. Fields, scratch that off. Actually, just emerged from our data. So wave randomly assigned everyone in our sample to see either these more achievement focused or these more community focused messages. And then we ran additional analyses looking at you know what? At what point that these messages focused on achievement really seem to be working on. We found that message is focused on achievement. Really seemed to start working at promoting giving around this ninety thousand dollar mark. So that’s, that point actually emerged from the studies that we were conducting. Okay, okay, so that so that was a different set of field research, the the ninety thousand dollar affluent level that was from the university or the or the or the charity mailing? Okay. Okay, well, by the way, what’s, your what’s, your windfall payment to participate in the research at the at the museum’s. What do you what researchers consider a windfall? Yeah. So when paul is money that you didn’t expect to get way, provided all of our participants with a ten dollar when thawed the beginning of the study. But we there’s a couple of things that we do to help people ten dollars that’s a winner money, ten dollars. A windfall. I don’t really like twenty, five hundred or five thousand or something, man. They’re underfunded, you’re badly underfunded payment. You could go for lunch or something or have a coffee. So what we actually do, though, is way. Tell people that’s their payment for participating in our study, and we put it in a foryou envelope on we tell participants to put that payment of money away. So those couple of small, small thing telling them it’s their payment for their effort in our studies and telling them to put it away and just sign for it how people on our studies feel a sense of ownership over the payment because we know that if so, then we can feel a little bit more confident, but the results will generalize to the real world because people are treating that more like their money and left life, you know, something that’s like a payment that belongs to the researchers as opposed to them. You people are pretty tricky like you. You’re really trying to pull the wool over our eyes if we’re if we’re a subject subject, yeah, it helps. It helps us feel more confident in our results if i didn’t and here’s some of our experiments all money, you know, can you make a decision with it? People are going to make a different decision then, if they feel like i’m now asking them tio part with some of the money that they’ve earned in our study, i see very wily ofyou, behavioral scientists. All right. Are you familiar at all with the research of ah, do you know the name’s, sara kiesler and lee sproule? No. Okay, old social scientists from when i went to college. But i thought you might have come across there. They were behavioral social scientists also. But i won’t dwell on there. There, the forefathers, for four founders, foremothers of your of your research, but it’s not important, okay. Okay, so all right, enough of the detail. Now what? Uh, what emerged from the the different messages flush it out for us. So what we found was that messages that focused on achievement encourage generosity among those with the greatest capacity to give so above that ninety thousand threshold that we’re talking about where’s messages focused on community. But we can all do together to help the cause, encourage generosity among those with the least amount of money in our samples. And this was true, as i said before, both when we measured individual level wealth and when participants knew they were in a study. And these findings also emerge when we conducted this research in the field with the university fund-raising office and people didn’t know that they were in a study. So we also thought that these messages focus on achievement promoted e-giving for individuals who were graduates of an elite business school in the united states um, and then that study it increased the amount that that individuals gave in the study. Now what you refer to as the communion message, by the way that’s interesting tries to work communion, huh? Why’d you choose communion instead? Of community. So this is just really a kind of jargon. Ease social. See there’s the trouble right there. Yeah. Jargon. We have jargon jail on a non-profit radio. It was the first problem, right? There’s the problem right there. Okay. Okay. So community is one way you can think about it. That’s totally fine if it’s with a lot of research and our field showing that people from different cultural backgrounds tend to think about their relationship with others in different ways. So in north american cultural context, we tend to be more gentle. We focus on this self as really standing out. Where is in more collectivist culture, such as in east asia? We focus more on fitting in, and our relationships with others are really important. Recently in the social sciences, people have started to draw parallels between these different cultural mindset and the mindset that are so secret with having more or less money. So i used the word agency and communion tow link this broader literature. But really, you can think about this in terms of agency or community that wealthier individuals tend to be more singularly focused and really wanting to stand out. We’re lost wealthy individuals tend, on average to be more focused to their community, so they tend to want to fit in with those around them. You have the gift of of ah, complete explanation and appropriate qualification, which will serve you well as a professor. A ll the professors i’ve interviewed, including john list have those gift detail and qualification were required. I know if you know that, but you’ve. You’ve acquired it through your three year study. Congratulations. All right. So so the message is that you used for the the communion. The message was let’s. Save a life together. That’s one example. Right? And then the for the individual achievement of the agency message he used you equals life saver. Those are those are a couple of examples of messages. Yeah, yes. Okay. And those would have gone out in direct mail is that is that right? There will be mail pieces. So in our initial studies, we had people in our studies read those appeals in the context of an actual experiments. And in the university fund-raising study, those messages went out in direct mail. So those messages were at the very top of what people saw. And at the very bottom, right before they made or messages like that break before they made their donation decision. Okay, okay. So, really, you know, a zeiss ed? The research applies to the affluent as well as the non affluent or less up. However you want to describe it, you want your messaging to be appropriate, and we’re introducing sort of a new variable. I think that or at least one that i have not scene which is messaging by wealth level here. Yes, that’s. Right. So i research really does show that thinking about or knowing something about the socioeconomic status or background of potential donors, i can provide one clue about the types of messages or appeals that might be more effective for for a different different groups. And again, this really fits with what we know in psychology about how well shapes the way we think about ourselves. So we know again, that’s the kind of reiterate we know that lower income individuals on average and we’re always talking about general, is to think about the world in a way that’s, more relational. How can i fit in with my community? How can i make a difference fight by being part of my group where hyre social status hyre hyre more wealthy individuals tend to think about right standing out from the crowd and how they can show their uniqueness or economy in their lives. So i think, knowing just a little bit about how well shapes the way people think about themselves is an important clue as to how we might want to frame charitable giving or messages of round fund-raising to encourage e-giving among both groups, andi, i also think that it’s important, so i think i mean, again, the idea of tailoring messages isn’t new, but i do think that this a gent iq framing this sort of focus on personal achievement or self, you know, control sort of seems teo conflict with the way that we think about charitable giving as something that together we all help an important cause. And so i think it’s important to another kind of important message embedded in this work, but sometimes we need to step beyond encouraging people to do things that have positive outcomes, like give charity or healthy for positive reasons, and instead focus on encouraging people to do positive behavior for reasons. That fit with their pre existing values on goals. I don’t know if it was your new york times op ed with your with your co researchers or was one of the pieces i read, you know, your insight could see you’re concerned about being contrary to the morality of charitable giving and that concept of community, but but i understand your concern, but we can we can help the community by tailoring the message appropriately, the way the way you’re describing, um i wanted to ask where we just have about two minutes left. Ashley so where now is your your research going to be heading? Is there going to be more in the in the fund-raising realm? Lorts yes, so i’m starting a major project now, looking at how we can encourage e-giving early on, so how can we encourage mindsets, associate with generosity and giving for kids? And what and what also our conversations? How did conversations between children and parents shape not on ly the way that kids think about the importance of giving but also shaped parents own behavior, so we want often and still in our children the important values that we care about. And we want to know how conversations about e-giving not only affect the way that children prissy e-giving but also affect care and some behavior, but they’re looking to their kids, they’re trying to instill important values to their families and in that could be reminded about the importance of philanthropy, and this interest really came out of a lot of research we did that didn’t work, trying to change people’s minds about giving or the importance of thinking about contributing back to the community, sort of later on in length that we were serving high net worth donors, individuals with hyre levels of wealth, and we found that some wealthy individuals who are more generous tend to think about their success is being drive from the situation from help from others on dh that that seemed to be powerful component on what afflict e-giving but when we tried to take that insight into the field and leverage it to encourage charitable giving were large and successful, one important question then becomes, how can we encourage this? You know, more communal mind set more community focused way of thinking early on before people become financially successful or go through education. And so have become really interested in my collaborators, and i have become really interested in serious about the rule of conversations, the powerful role of conversations, about e-giving early on, both for kids and for parents. And so those are some of the ideas that i’m going to be blurring of the next several years. Alright, excellent good explained like a true professor on, but i hope you just hope you’re not going to rob our children of their youth. We’re not gonna we’re not gonna do it let’s not go to that extent when as you as you in this children for your research work errantly designing about e-giving game. Okay e fine. And also i’m alright. Parents need not be worried toe have their children participate. All right, we have to leave it there. Actually, whillans congratulations on your new phd. You can. You can follow ashley at ashley whillans. Thank you so much for sharing and being a part of non-profit radio. Actually, thanks so much. And congratulations. Thank you so much for having me. Real pleasure. All right, take care. Your board’s role in executive hiring with jean takagi is coming up first. Pursuant, they’re infographic it is five steps to win at data driven fund-raising this infographic would probably be the on the other end of the spectrum from the type of research that we were just talking about with ashley, because this is going this distill things in, you know, five simple steps, which is not what academic research is, but while still valuable all data driven because, you know, pursuing tell you every week data driven they have, they have this infographic that will help you define your goal and what the most important metrics are and optimizing and tuning fine tuning for best results, learning through infographic, you can learn from academic research you can learn through in infographic because you are a you’re a lifetime lerner, and you’re a flexible learner, so don’t ignore the ends of the spectrum and the infographic and the peer reviewed academic research from the folks at pursuing dot com. You go there and then you click resource is then info graphics. We’ll be spelling supercool spelling bee fundraisers. You need more money for your good work. I know you do throw a spelling bee. Anybody can throw a party generic party well, maybe not. Anybody? I mean, i’ve been to some bad parties, but most anybody could throw a decent party but a spelling bee party that takes it to the next level with live music and dancing that’s a that’s, a true party and fund-raising, of course, for your because your your mission, your good work. Check out the video at we b e spelling dot com, then talk to the ceo it’s that simple. Alex greer now tony steak too. The charleston principles. My video is from charlotte, but the principles are from charleston, and i decided that they share enough common letters. First five teo to do a video inspired by charleston even though i was in charlotte and charlotte, north carolina, nicer town. I’ve been there many overnights and there when i shot the video and i’ve never been to charleston, but i can tell from the pictures charlotte’s nicer, i couldjust north carolina, i can see that i see from the pictures the charleston principles there’s a love that has nothing to do with you should’ve fast forward it best that all right, here’s, what we’re talking about charleston principles right now, it’s all about charity registration the state you know where you got to be properly registered need state where you solicit donations. All that charleston principles have some very good ideas and definitions of solicitation problem is it’s hard to tell which states have adopted them of largely, but i can help you. Check out the video at tony martignetti dot com. And that is tony’s. Take two now. It’s. Time for jean takagi on your boards role in executive hiring jean takagi he’s with us. You know him? He’s, the managing editor, attorney at neo non-profit and exempt organizations law group in san francisco. He edits the very popular non-profit law block dot com on twitter he’s at g tak g ta ke jin takagi welcome back, alt-right onen congratulations on one ninety nine. I’m looking forward to two hundred next week. Cool. Yes. I’m glad you’re gonna be calling in for with us. Thank you very much. Thank you, it’s. Very exciting. Really? One hundred ninety nine shows ago. It’s one hundred ninety nine weeks it’s it’s. Remarkable. We’re talking this week about the board’s role in hiring the executive. And i’ve i understand that there are a lot of executives in transition, i think. So tony and it looks like some surveys have confirmed that it’s certainly been an experience with some of my clients and even on boards i’ve sat on over the last couple years, and there’s, a great group called compass point out in san francisco there, nationally known as one of the most respected non-profit support centers and together with blue avocado, a non-profit online publication, they have a national survey on leadership succession in transition going on just right now. The last time they published the results was in two thousand eleven, and they found that sixty seven percent of current executive anticipated leaving within five years and ten percent. We’re currently actively looking to leave right then, and in two thousand eleven, the economic times weren’t so were so great, so sixty seven percent anticipating leaving within five years that’s a pretty staggering number. So now we’re already three years into that survey into that five year projection. Yeah, and sixty seven percent of two thirds. So if we had held this show off until two thousand sixteen, then it would have been moved. But there’s a new one coming out, you said, yeah, well, they’re they’re just starting the survey online now so you can participate on that. I don’t know the website, but if you, you know google non-profit transition survey executive transition survey, thank you, you’ll get that okay, and its compass point it’s a compass point and blew up a goddamn kottler who you’ve. You’ve mentioned blue vaccaro before i know. All right, so, yeah, two thirds of of ceos were expecting to be in transition within five years and where we’re only three years into it now. So the presumably these people are still looking. What? But boards don’t really spend enough time preparing for this kind of succession, do they? Well, you know, in many cases they don’t, and sometimes, you know, they might stay, they don’t get the chance because their executive director comes up to him and give him two weeks notice. And now, you know, the board may be used to meeting every month or every other month or even every third month, and now all of a sudden they’ve gotta ramp up their efforts and find an executive to come in in two weeks. That’s going to be really tough to do on dh, you know, again, if we say at any given time, two thirds of the non-profit executives are looking to leave their job, you know, it’s very likely that within your board term, you know, you may have an executive transition to manage, and sometimes with very little notice. So that’s that’s? Why? I think succession planning is just really a core duty of non-profit board. Well, how do we let them get away with this two week notice? I mean, the ones i typically see are, you know, the person will stay on until a successor. Is found you that’s, not your experience. Well, you know, you’re really lucky if you if you do get that situation, i think most non-profit executives are hired on at will basis. Meaning that there’s, not a contract to stay there for a given number of years. Either party can conception, rate or terminate the employment relationship at any time. And as the average, you know, employee may give two weeks notice to go on to another job there. Many executives who feel the same way that they, you know, they may feel like they own allegiance to an organization. But another opportunity comes up and it’s not going to be held for them forever. And they may want to move on. Um, and they may feel like what they gave the board really advanced notice that they might be looking for something that they might get terminated. So they may keep that information from the board until the last two weeks. Well, because all right, so that i am way in the dark because i would. I just presumed that executive directors, ceos even if small and midsize shops were not at will. But they were but that they were contract i mean, when i was a lonely back in my days of wage slavery, director of planned e-giving i was in at will employees, which means you can end it like you said, you could end at any time and so can they like, if they don’t like the color of your tie one day they can fire you, you’re at will. But but that that’s typical for for ceos and executive directors. Yeah, i think for smaller non-profits it’s very, very common. Oh, i just always assumed that these were contract positions with termination clause is and no, okay, but, i mean, you know, it’s, your practice, i’m not i’m not disagreeing with you, i’m just saying i’m okay, i’m learning something s o that’s that’s incredibly risky. So it is. It put you in that position of saying, well, i need to replace somebody immediately and i don’t you know, as a board we don’t meet very often can we even convene within the two weeks to start the process going? It’s going to be so much better if you had a plan of what happens in case you know, our executive every doesn’t give two weeks notice, and even if the executive says, you know, in your scenario, maybe a longer notice, maybe, you know, in six months, if they do have a contract at the end of my contract, i don’t plan to renew, you know, i think we should go through the process of looking for for a successor and having a plan or thinking about that plan that have just coming up with something on the fly is going to probably result in a much better choice for selection of a leader in the future and that’s going to be critical and how well the organisation operates and how the beneficiaries of your organization are going to do are they going to get the benefits of a strong organization, or are they going to suffer because the organization can’t do it? You can’t advance to commission as well as it should? No, i mean, you’re you’re calling it on the fly. I would say two weeks notice for an executive director, departing is a crisis, even four weeks notice. Yeah, in many cases, you’re absolutely right. Okay, i’m right about something. Thank you. You’ve got something right today. All right. So, um what do we what do we do, teo, to plan for this? Well, you know, i think the first thing the board has to do is start toe think about the contingencies. So what do we do and and actually want one thought that comes to mind that, uh, that you raised tony is should we get our executive director on an employment contract? If they are and that will employee do we want to walk it in? And they’re sort of pros and cons with that? If you’ve got, like, not the best executive director in the world, terminating somebody on a contract becomes much, much more difficult than if they were at will employees. So, you know, you kind of have to weigh the pros and cons, but, you know, revisiting your current executive director and the employment relationship is maybe step one, and suddenly he was thinking about, well, do you have a really strong job description that really reflects what the board wants of the executive director and the basis on which the board is reviewing the executives performance? And maybe the sort of initial question to ask in that area is do you actually review? The executive director and that the board you absolutely should. You and i have talked about that the board’s is not part of their fiduciary duty to evaluate the performance of the the ceo? Yeah, i think so. I think it’s a core part of meeting their fiduciary duties that really, you know, as a board, if you meet once a month or once every couple of months or whatever. What’s more important, you know, then really selecting the individual who’s going to lead the organization in advancing its mission and its values, and implementing your plans and policies and making sure the organization complies with the law. Taking your leader is probably the most important task that the board has, because the board is delegating management to the to that leader. Yeah, absolutely. And i think it’s often forgot naralo overlooked that individual board members inherently have no power and no authority to do anything so it’s only a group when they meet collectively, can they take aboard action? So for individuals to exercise, you know, powers on behalf of the organization that has to be delegated to them and typically the person responsible for everything is that ceo or the executive director. We’re gonna go out for a break, gene. And when we come back, you now keep talking about the process. The what? What goes into this process, including the job offer. So everybody stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets too. He finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Time. Dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Got to send live listener love let’s. Start in japan with tokyo kiss or a zoo and nagoya. Konnichiwa, seoul, south korea, seoul, some someone south korea, always checking in love that anya haserot. Moscow, russia, mexico city, mexico, ireland. We can’t see your city ireland’s being masked for some reason, but we know you’re there. Welcome, welcome, ireland, and also taipei, taiwan. Ni hao, nobody from china, that’s, funny, nobody from china today, coming back to the u s we got cummings, georgia, in ashburn, virginia. Live listener love to you in georgia and virginia. Okay, gene. So now we’ve let’s say, we’ve learned that our exec is departing and let’s not make it a crisis situation, though let’s say this person is generous enough to give six months notice. So, you know, let’s, not make it a crisis. Where what’s our what’s, our what’s, our first step as the board. Terrific. And i’ll just add, even if you don’t, if you know your executive is not leaving any time soon and i think you should go ahead and start this process anyway. Oh, yeah, clearly we should be. We should have a succession plan in place. Yes, we’ve talked about it, right? Okay, yes, i think the first thing to do is get a committee together so it might include boardmember some outside experts outside with the board. If you don’t have that internal expertise and just getting different perspectives out there, some of your other stakeholders might be really important in what? You know what you want to look for in an executive in the future. So get that committee together first. Get the buy-in of the current executive director bonem so unless it’s going to be, you know, a succession plan for a termination? Yeah, we’re really unhappy with executive director, right? Let’s not get into that. Yeah, let’s get their buy-in and have them help in the process. Especially with your scenario where they’re giving us six months notice and everything is amicable. Let’s, you know, see she who knows better about the organization than the executive director that’s in place right now. So i’m getting there buy-in and help and contribution. I think it is pivotal. Does this committee have to be comprised of hr experts? Why? I think having a least one or two hr experts is going to be really helpful. But i i think it’s more than that. It’s, you need to program people who understand what the executive you know roll is with respect to advancing the program. You need the fund-raising people to know well, what is the going to do with respect to fund-raising perhaps the seeds, the lead fundraiser and some small organizations as well. So we need thio gather a bunch of different people with different perspectives and expertise to figure this out. And i think that’s a very good point to include a t least a programme expert. Now, could this committee include employees, or does it have to be sure you can i absolutely on dh, you know, you might even have have have different subcommittees in there. So eventually this is going to go up to the board. But as the the committee is doing the legwork for determining what you need an executive director and putting together a job description and, you know, perhaps, but the performance evaluation is going to be based on for the future executive director all those things can get, you know, be be aided by the contribution from several areas. Okay, okay, what are your thoughts on hiring a recruiter vs vs? Not well, you know, i think it depends upon what the organization’s resource is our and the organization should understand the marketplaces in a swell hiring two great executive director is the competitive thing, so, you know, if you’ve got a lot of resources and you’re able to you want to allocate an appropriate amount of resource is tio what i think again is making one of your most important decisions of the board? I don’t think you want to do this on the cheap at all. I’m just the same way i didn’t want you to do it on the fly or or or are in a rush matter-ness think you want to invest in this and you don’t have great expertise inside about things, about like, doing job interviews and doing background checks. On the sex thing, you know how to differentiate between one candidate and another when they all look good on paper and when they’re maybe professional interviewees, but they’re not. There may be not great leaders. How do you figure all those things that if you don’t know that on executive search firm could be a great help and it can just open up the marketplace of potential candidates as well? Especially if they, you know, decide to do a regional or even a national search, it really can ramp up hu hu you’re going see in front of you and the quality of the candidates that this election comedian the board eventually will have to choose from. Okay, does the committee now come up with a couple of candidates to bring to the board? Or is it better for the committee to choose one and bring that person to the board? How does this work? You know, i think the committee should be tasked with bringing several candidates up on sometimes it may be a multi tiered process so they might go through two rounds of screening, for example, and and at least let the board see who’s made. The first cut, and then and then, you know, present to the board, the final, perhaps two or three candidates. If you’ve got, you know, ones that are very close and in quality in terms of what the board want in an executive director, i think that’s pivotal. I wanted to add one thing, though. I’ve seen this done before, tony and i don’t really like it and that’s when. If a search committee or search consultant comes up and says, you know, to the board, tell me what you want in a good executive director, everybody you know, spend five minutes, write it down and send it to me, or you take it home and email it to me and tell me what you want. And then the search consultant collates the the the answers and then that’s, you know, the decision about that’s what’s going to be the qualities you’re going to look for. I think this needs a lot of discussion and deliberation and the value of, you know that that thought process and that really difficult thinking and getting all those generative questions out there is going to produce a much better product in terms of what you’re looking for and who you can get and how you’re going to do it. Yeah, you you send this tio use email and, you know, it’s going to get the typical attention that an e mail gets, like a minute or something, you know, it’s it’s going to get short shrift. And your point is that this is critical. It’s it’s, the leader of your organization you want do you want the contributions of the committee to be done in, like, a minute off the top of their head just so they can get the email out there in box? Yeah, definitely. We could talk about board meetings and another show, but put this at the front of the meeting and spend, you know, seventy five percent of your time talking about this. This is really, really important, okay, you have some thoughts about compensation, and we just have a couple minutes left. So let’s let’s say we’ve the board has well, i can’t jump there yet. Who should make the final call among these candidates? Is it the board? Yeah, i think it should be the board that makes the final approval, but they they’re going to put a lot of weight based on what the executive of the search committee, you know, tell them who they’re you know, the recommendation is okay, and i think that toe add one more thing to it is make sure the organization looks good to clean up your paperwork and your programming and even your facilities. Just make sure you’re going to be attractive to the candidate as well, because if you want to attract the best, you better be looking your best as well. Okay, okay. And the with respect to compensation now, we’ve talked about this before. What? What’s excessive. And there should be calms and things like that, right? So it’s really important to make sure that the board or unauthorized board committee one that composed just board members, approved the compensation before it’s offered to the candidate. Even if you don’t know that they’re going accepted or not, once he offers out there that compensation package, total compensation should have been approved by the board. And you want to do it with using the rebuttable presumption of reasonableness procedures unless you know its far below market value. Okay, if you get payed accessibly or if you pay somebody excessively, there could be penalty taxes for everybody. Including the board. Should be careful of that. We have talked about that rebuttable presumption before. Yeah. All right, jean, we have to leave that there. I look forward to talking to you next week on the two hundredth great. Congratulations again. And i look forward to it as well. Thank you, gene. Gene takagi, managing attorney of neo the non-profit and exempt organizations law group, his blog’s non-profit law block dot com, and on twitter. He is at g tak next week. Social change. Anytime, everywhere, part one with our social media contributor, amy sample ward. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com creative producer is clear. Myer half family bullets is the line producer durney mcardle is our am and fm outreach director. The show’s social media is by susan chavez, and this cool music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. 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Nonprofit Radio for January 23, 2015: Five Words To Better Fundraising & Giving Circles

Big Nonprofit Ideas for the Other 95%

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Jen ShangFive Words To Better Fundraising

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Jen Shang is a professor at the Center on Philanthropy at Indiana University. She’s a philanthropic psychologist. Her research found five words that can raise your telemarketing revenue.




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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer with glamour. You alone? Afraid this? If i was forced to filter the concept that you missed today’s show five words to better fund-raising gen shang is a professor at the centre on philanthropy at indiana university. She’s, a philanthropic psychologist. Her research found five words that can raise your telemarketing revenue that originally aired on may eighteenth twenty twelve and giving circles how do you find e-giving circles in your community and connect with them? Maria simple is our prospect research contributor and the prospect finder on tony’s. Take two. I’m a thought leader. We’re sponsored by generosity. Siri’s hosting multi charity five k runs and walks. Here is my interview with professor gen shang from may twenty twelve. Wish with me now is dr gen shang. Hello, jan. How are you? Good. How are you? I’m very well. Jen is an assistant professor at the centre on philanthropy at indiana university. She is a philanthropic psychologist. She’s been published in many journals, including experimental economics, economic journal journal. Of marketing, research and marketing science. Her work has also been covered in the new york times and the chronicle of philanthropy, and she is the author of the book fund-raising principles and practice, which is available at amazon dot com. And i’m very pleased that her research in her work brings to the show welcome, jim. Thank you. We’re talking about five words to better fund-raising what was the research that we’re talking about it? So when we study how prime ing people’s idea of more identity come potentially influence, how they give andi when we say more identity, really, what we mend is how carrying kind, compassionate, helpful and friendly people think they are okay, there that’s interesting their moral identity. Yeah. Okay. That’s the that’s. The research will let, uh, what was specifically how did you conduct the research? So this is when during public radio stations on air front drive. I’m sure your listeners are quite familiar with this form of fund-raising this was bloomington bloomington public radio in indiana, right? Yeah, yeah, that steering our bling on radio on their front drive in ah, november, where they’re deejays kind of inter. Interrupt the programming and say things like, you know, here is that i remember and if you could give us this amount and here’s the thing you give, some people call in, and then half of the people who call in they are asked, you know, how are you, anouar renew a member of the station, and then there are thanked for either becoming or being a member of the station and the other half of the donors when they call in there asked exactly the same question, but when there are thanked there think for being kind and carrying member of the station were becoming a helpful and friendly member of the station. Okay, so what we found is that when people are think with those moral adjectives, then they increase their giving, but this is only significant with female, but not mayo donorsearch okay, let’s, let’s, be very clear. What are the five words that you used in your research is caring, compassionate, in-kind friendly and helpful. Okay, that actually reminds me of the used to be a boy scout. I still have an eagle scout kayman eagle scout that just reminds me of if i didn’t mention i’m an eagle scout. Thiss reminds me of the scout law you didn’t know the boy scout law, probably unless you have boys trustworthy, loyal, helpful, friendly, courteous, kind, obedient, cheerful, thrifty, brave, clean and reverent. So you’ve got you’ve got two or three of those in there. Yeah, that did. You did you derive your your moral adjectives from the boy scout oath? I scott law no law, not the oath. That’s, this is the law. Pardon me. This? Sure. Some off of the participants that participated in the orange inal study where these adjectives war generated they were members of the boy scout. Ok, well, there’s a it could be some overlap, but we don’t know if that’s cause and effect that’s just that could just be coincidental. There were hundreds of people who were asked to list all possible adjectives they can possibly use to describe any moral person. And then we could. And the researchers off that really orange? No study collected the most often used adjectives by most people. Okay, i see. Those are the adjective that’s. How you came up with your caring, compassionate, friendly kind and helpful. Okay, let’s. See, the the research is on ly but only impacts females. Not so. Men are not influenced by the moral adjectives, not the set that we not these five. Hopefully, they’re influenced by the scout law, if their boy scouts, because otherwise, it’s, don’t be a scout if you’re not going. Teo, reverent and helpful and courteous and kind and cheerful, cheerful so. But women are the majority of donors, isn’t that right? Yes. Two thirds ofthe most non-profit donors are female donors. Okay, so so using your research, we can impact two thirds of the giving population. Yeah. Okay, so these people were thanked using one of the moral adjectives, but they hadn’t, but they hadn’t made their gift yet. So what were they thanked for? They were thanks for calling. Uh, as soon as they were called in. As soon as they call in there. Asked whether they want to be a new member of the station or their existing member station. And there are thanked for either becoming a new member or being a member. Okay, so you thank for either being becoming or being a member or you. Thanks for being our becoming a caring, compassionate, etcetera member. O okay, yeah. So do we know whether this applies to written solicitations? Well, we’re we’re currently testing different forms of recon communication. And what we do there is, you know, you mean one of the key things if people were to apply. This technique is not the fact that, you know, they need to write down this five wars, but they need to engage people in thinking about these words, and i think one of the main reasons why our research turned out in the way that it did is because people were asked to answer a question first and that they’re thinking in response to what they think they are already. So when we apply these techniques in return context, what we had to ask people to do is not just to have kind carrying floating everywhere in the letter, but instead only on the renewal forms we want people to say i and then people find their name like gen shang, i wanted to give this much right. And then when i signed my gen shang am fining on those words you’re signing on those words what you mean, like they’re the words are below the below the line where you put your name, the words are actually in the in the box, in the background of that box where i started durney oh, so there’s sort of shaded in the background exact, like a like a watermark. That’s, right? Okay, but this is research you’re just testing this. You don’t have results from from this written written. Test yet? Well, actually, we we dio look at me. I’m way behind. Okay, but the result is that you know, people see exactly the same thing. And half of the people are asked to print their name almost worse. And the other half are asked to sign their name on those words. And we found a marginally statistically significant results. Where if people signed their name, they give more than if they printed their name on those words. Very interesting. But did you also did you also test that against there? Not being any words. Yes, it’s hyre than not having anyone. Okay, definite. Alright, just making that clear. Okay? Yeah. Okay. Yeah, but what’s important there is that when people sign their names, they’re more active in thinking about their identity, who they are. But when they simply print, they don’t think about being both kind and caring compassion. People ask much as if they signed the stamp, their own it and the answer. Those were very interesting. That is very interesting. So, so what’s really driving the effect we think at this point it’s. Not necessarily that non-profit professionals know about those words, but they have to. Think of ways to tap into people’s sense of who they are. And the link those central sons of who they are into those morally, you know, promoted kind of product. What kind of increase in fund-raising did you see in your research? Well, in the first study, it was a ten percent increase in, uh, female donors, um and that’s average give, say about huh? Eighty seven dollars, in the control group where people are simply think and is about one hundred when people think us moral towards okay. And in this direct meaning that we just had it tested it’s about, like, a five percent increase, they’re the average e-giving is much smaller because his christmas appeal so the average amount is, like thirteen pounds and, um, you know, eighteen dollars. But then the effect is about fifty piela it’s about twenty dollars. Okay. And also with women in the only only only an increase for women in the in the writing, or that does that apply to men also in the written form that that that that’s okay, so men are not immoral? No, no. At least not in a written sounds. Yeah, by no means that i think i’m just extrapolated i’m just taking a natural sametz seems like a natural conclusion for your research is that men in conversation are immoral. Well, not that that wouldn’t be how i know i know what i hope not know you’re using more different it’s a very different sense of saying something versus we were just not successful in bringing their own sense of morality to the front, so diplomats make a decision such a diplomatic, academic that’s beautiful, but really mentally moral no, of course, that’s an irrational conclusion, i really i think it is our failure on our part, so what we actually would like to test in the future is to tap into moral values that male might be more likely to engage in, like, responsible loyals strong take leadership pride, yeah, i think you’re i think you’re wasting your time with those just bein sports and cars i think is and booze, i think that’s where you really should be starting, you know, have a little budweiser icon that people sign and watermark that people sign over that will that’s going to get that anheuser busch logo. You know those of this? Where you want to be a corvette? You know, sign your name over this watermark of a corvette that will, i think that’s, where you’re going to see market market change in mark changing giving, we need to take a break right now. Gen shang, assistant professor at the centre on philanthropy at indiana university, is going to stay with me. We’re going to keep talking about five words to better fund-raising stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way professor gen shang is with me. Jenn, you are a philanthropic psychologist. What is that here? Well, it’s, i’m interested in studying why people do philanthropy and what, uh, the doing of philosophy might do to their own life. Nasco what it might do to their own, like how it makes them feel how it makes them feel. How does that help them discover who they are defined their meaning in life and it’s, not a field i’m acquainted with. So how many philanthropic psychologists are there? Well, i only know one of me, but i’m sure they’re so yeah, you had some of these. Have you had some campaign to systematically eliminate all the other philanthropic psychologists? Well, actually, i haven’t done so because i would rather their mohr. Okay, you not the violent academic that’s a maybe you were the the that one percent violence academic, but that’s, not you. No, i was just, um, you know, i was the first graduated philanthropic phd from the canal philanthropy. In that sense, it’s, because the field didn’t exist aren’t annoying. Okay, out of the five people that we graduated already from that program, i was the only one who had a psychology background. Okay, there’s running through your research and you’ve mentioned it just obliquely a few times i want to spend a little time on it is feeling better, feeling better about giving and and reinforcing one’s beliefs about themselves. So say, say so let’s. Talk about that. Yeah. So, for example, in this some more identity e-giving research what we did after we did the experiment on the air it’s we send donorsearch survey and we asked them on the scale one tonight. How? Carrying. Actually, you think you are and then people silk road number like seven. And then we ask them on a scale of one tonight, how ideally would you like to become caring? And then people probably circle my i really, really want to become really, really caring. And then what we did is we calculate the difference between the two each we call more identities discrepancy. And then we link this number to the same person’s contribution history to the same radio station. And what we found is that the more females give the smaller. This gap is between their actual and their ideal morally identity. But this relationship does not exist. For males. So what this means is that the act of giving itself actually can potentially help female donors to rich. They’re more ideals and that’s. Great. Yes. To teo, get closer to what they believe of themselves already. Right? Exactly. Okay, yeah. Um, again, men out. Liars. You know, they don’t care how they feel. They don’t. They don’t have feelings. I don’t know what they’re thinking. They don’t know what they’re not giving that it’s. Unbelievable. What? What a disappointing gender. Well, what they’re thinking, what they’re giving couldn’t really be measured with the set for measurements we have. So i think the next step in my research is trying to find ways where we can find what men are thinking. Right? Well, there’s the cars and sports and booze that you know it’s. Okay, um, let’s. See? So this is academic research that can be immediately applied. And tha the telemarketing part, right? I mean, so is there any reason to think that if if the organization is calling out that there would be any different result? Uh, no, actually, we way are currently conducting any marketing. I don’t have the results yet. Okay, but because we don’t think there’s any reason why it wouldn’t work so you could be calling out and thanking someone for and thank someone for having been a a friendly or kind or helpful donorsearch the past and would you consider giving this year? Is that does that? Does that sound right to you? Yeah. Yeah, but what they need to do is they make sure that thing is somehow linked two people sense of their donation or they’re being a donor and that, i think, needs to be set right before they asked people to give again. Oh, right before okay. All right. Before you right at the beginning of the park. Or, you know, without knowing anything about the donor without asking them to at least answer one question to engage. Ok. Ok. So a little engagement, but then right before the ass. This this thanking right? Using one of the five moral adjectives two out of using to okayo. Excellent. All right, so you have to use two of the five? Yeah. We never has to. Just one because we’d be bilich virality is a complicated constructs he need, you know, multiple kind of ways to get to it. Excellent. Okay, so it’s friendly and kind or whatever. Yeah, any two out of five, you know, to avoid driving, fund-raising okay, and i’m going to say them again. Okay, i understand i’m going to say them again one more time. Caring, compassionate, friendly, kind, helpful. Do not do not go to the scout law, because it will lead you astray. They’ll beam, or that aren’t on the list that then then r this is sort of suggesting that, you know, we should be not so reliant on anecdotes and tales of what good fund-raising is. But try to rely on hard research as much as possible. Yes, definitely. Absolutely. Teo, any coat? Don’t make a piece of research. Okay. Okay. Where can people learn more about your research? Well, they can first search jin xiang on the web, and the first link comes up. Should be my website. All my published papers are on there. Okay, let me let me just tell people you’re last name is spelled s h a n g, right, gen shang. Okay, god, please. And then we my collaborator adrian. Sergeant who is the only chair anywhere on fund-raising we collaborative, lee maintain a public information website and it’s called www dot study fund-raising dot info. Okay, study fund-raising dot info. Exactly. So if if people just go there, we provide updated information about what research is is relevant in what domain. And, you know, we update that pure ops degree, and there we try to change all the academic language to a way that it’s more easily accessible. Gen shang is an assistant professor at the centre on philanthropy at indiana university jen, thank you so much for being a guest. Definitely. Thank you, it’s. Been a real pleasure. Thank you, thank you live. Listen to love. I am a p recorded today, so i can’t send actual live listen lover doing pre recorded live. Listen, love, live listeners. You know who you are, you’re the one’s, listening live, and i’m very, very grateful. Thank you very much for all the listeners and all the country’s checking in today podcast pleasantries to everybody listening every other time on whatever device you are, pleasantries to the ten thousand of you. Have tony’s take two and maria simple are next first generosity siri’s, the host, multi charity five k runs and walks. They have a charity support team, which is a team of people actual people that you talk to. This is not a bad team, but they help you in real time with your fund-raising you call them up and you talk to them on the phone and of course generosity siri’s has ah, online tools, a dashboard and all the management tools that you need online. But there’s this charity support team people you talk to to help you engage all the runners and walkers that you’re going to have helped to motivate them to that they’re asking all their networks, teo sponsor them, which all improves your fund-raising the charity support team generosity siri’s has events coming up in northern new jersey and miami. Talk to dave lynn, pick up the phone, talk he’s the c e o tell him from your your from non-profit radio. You’ll find him at seven one eight five o six. Nine, triple seven and of course, if you prefer, they are on the web. Naturally, everybody is generosity. Siri’s dot com i was dubbed a thought leader last week. Bye causevox the article is six dot leaders you need to follow, and the others are damp. A lotta sashadichter who’s been a guest on non-profit radio ken berger has also been a guest. Susan mcpherson and our own amy sample word, social media contributor here and ceo of inten so two thirds of us have been on and ah, a couple of us regularly are non-profit radio two thirds we got the article is six thought leaders you need to follow and it’s on the blogger at causevox cia, usc vox dot com very grateful to them, and i appreciate their support of non-profit radio they didn’t even know it and they were supporting non-profit radio where ubiquitous that’s tony’s take two for friday, twenty third of january show number three of the year. Maria semple is with me you know her she’s, the prospect finder, a trainer and speaker on prospect research. Our website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now she’s our doi end of dirt cheap and free ideas you can follow her on twitter at maria simple fremery a simple how are you? I’m doing very well. How are you today? Very well to its happy new year for you and me. Because we haven’t talked in the new year. Yes, yes, i’ll tell you, i’m having a little trouble hearing you. Okay, well, trouble hearing me, uh, is it gonna work or you want to call back, or can you hear? Ok, well enough. I can hear you well enough. Okay, well enough will have to suffice. Sorry about that. You’re not on any unusual phone device, are you? Had said or anything? I am on the usual usual. Okay. Okay. I’m on the usual two. I’m here. Okay. All right. Uh, let’s. See about these, uh, e-giving circles. Well, let’s, let’s. Make sure everybody knows. I think i think these air pretty commonly understood, but let’s, make sure just in case what what’s e-giving circle. You know, tony basically e-giving circles really just a philanthropic vehicle where individual donors can pool their money and perhaps other resource is and really decide together where to give that pool of money away, too. So it’s a way for people to, um, to amplify their giving and really feel like even though they don’t consider themselves perhaps to be a major gift donor-centric sables them to feel like they can have a much stronger impact with their dollars in the community, and we could be talking about hundreds of thousands of dollars in grants. This is not like people chipping in five or ten bucks, but some of the giving circle gifts that i saw are really well into six figures. Oh, yes, absolutely. You know, they really do vary in size, but i would say kind of for the most part, they seem to have a minimum what i want to call entry level to be in that circle and the e-giving circles all themselves can decide what that e-giving level will be. But it is definitely, you know, an amount that’s much higher than a five or ten dollars gift level that’s for sure. Yeah, way looking into this and thinking about it makes me think of knitting circles. But it’s ah it’s different than knitting circles where well, they may be knitting things of great value, but just kind of seemed to me like, you know, the entry level would be like we said five or ten dollars. But and then some of the some of the e-giving circles, the people are quite wealthy, and they themselves are donating six figures to the circle. And then the circle is making million dollars grants. Yes, it really is fascinating. I mean, when even, you know, with the research that i did to prepare for this article, um, you know, i was looking at various places like new york times is even written on this back in november of twenty thirteen and so there’s a lot of people just google e-giving circles so they’ll find ah lot of articles have been written not only through the new york times, but the chronicle has had quite a number of articles where they focused but on this idea of e-giving circles. And so i just thought it would make an interesting discussion for ah topic for your show, because, of course, non-profits you know, they need to be aware that the circles exist and how do you come to the attention of the circles? Okay, we’re going. We’re going to come to that. And i know you’re in e-giving circle and we, um, actually i know. So we have a little extra time more than usual today, so we’re going we’ll have a chance to talk about your own experience in your giving circle. I see it looks like these air, mostly for women, not exclusively, but mostly women’s circles. They are very popular amongst women and, you know, of course, because of my own association to a group of women in a giving circle, you know, i really thought that that was just, you know, the predominance of it. But then i came across an article in the chronicle that was only done within the last year, back in july of twenty fourteen, and the article talked about how they’re also very popular amongst minorities and younger donors, so that was intriguing, you know, that goes my knitting circle analogy, right? And, you know, non-profits are forever trying to figure out how do we engage that next level of generation of donors? And how do we engage a younger pool of donors might really be a great way to do that. So you’re s o there are circles of women who are younger and guys who are younger, too. Yeah, okay, we’ll get we’ll get to that. To, um and also these circles are not onl e-giving cash there’s other levels of participation. Yeah, i mean, you know, you can decide how how in depth you want to participate in the circle. Some people would really prefer just to write their check annually and really have very little interaction with the circle. Other people want to be much more engaged in deciding how the funds will be dispersed and again e-giving circles have various ways that they decide how that’s going to happen from perhaps an annual gathering where there’s a vote taken on a very select pool of non-profits that have been filtered out bye, perhaps more of an executive committee of that e-giving circle. Or they might be coming together and meeting quarterly to try and decide on looking to fix certain things that are going wrong in their community and trying to identify well what are their non-profits that are actually addressing these issues and what seek them out and actually contribute to those organizations, and then also in terms of support to the organization, going beyond money, the mentor ship is a possibility volunteering at an organization that the circle is supporting, yes. Absolutely so. So think about, you know, the level of engagement. And perhaps the gift amounts to those circles might increase the more engaged you have that person as a volunteer within the giving circle and perhaps volunteering then for the organizations to whom wth e-giving circle contribute. So there’s, i was reading something about managerial support. Basically the the executive director of ah small non-profit that initially got a grant of fifteen thousand dollars. Then she was going on to a a larger grantcraft petition which got it, which she won for over two hundred thousand dollars and the giving circle that had initially supported her. I was giving her marketing and presentation advice for the for the pitch to the larger foundation. Yes, yes, i saw that same article. I mean, it really is fascinating how the whole thing khun really continue to have this this ripple effect. And you know, when you think about circles and then you think about the ripple effect right of ah, concentric circle. If you if you throw a a pebble into a pond, you can really see how it can have so many different ways of impacting the community and the e-giving circle itself. Yeah. It’s, it’s really interesting people are getting more involved through giving circles than just giving money and and often it’s smaller. Very often, it seems like smaller organizations that can use that extra level of help beyond just cash. Yes, absolutely. All right. Um, well, that’s that’s diving a little bit, too. What a non-profit could be doing tio discover local giving circles well, you know, certainly networking within their own communities. I think we’ve talked about this before on the show in terms of china identify major gift prospects. It’s it’s kind of that same process if you’re not out there and attending perhaps local chamber events and other events, maybe even meet up, look for meet ups where you’re going tohave on meetup dot com where you’re going tohave ah ah gathering of people like minded people around, maybe high tech ventures or real estate investors, things like that, you know, you you might come across somebody who is then, you know, talking about ah particular e-giving circle in the community. So i think you just have to get yourself out in the community and literally in front of and shaking hands with some. Of the people who are probably in these e-giving circles and without getting out there and learning about them, um, it’s going to be more difficult to find them? Of course, you know, we’ll talk during this interview about some ways to find them online as well, but there is just there’s nothing to substitute that getting out there and shaking hands and meeting people to find out who the movers and shakers are don’t think this is an interview. That’s so formal is it’s a conversation? We’re friend okay? Yeah, as our diane of dirt cheap and free, you’re a very big advocate of the local chambers of commerce groups and meetings, right? Yes, absolutely. You know, it’s it’s that that shoestring budget mentality, i suppose, um and, you know, trying to figure out how do you make the most of your time and the resources that you have available to you? Yeah. Okay, on da. All right, so you need to be out in the community. You couldn’t even be asking your existing donor and volunteer base. I mean, start with start with the people. You know, a swell is going to the broader community. But start with people who, you know, are close to the organization already asked them if they know of e-giving circles in the community, whether they remember or not. Yeah, i think this would make a great discussion as part of a board meeting. Or perhaps, why don’t you take a look at some of the websites that we’re going to be discussing today and maybe bookmarking some of them and sending them along to your board and keep volunteers and asking them if they’re aware of any e-giving circle? So not only are you going to keep your antenna up for them, but you’re going to want to, you know, bring this to the attention of of your board, um, so that they’re aware that they should be looking for these. They’re out networking in the community? Yes. Excellent. Okay, what do we have online? Wise online? Why say i found a number of things. So i found out that there was a report called connected teo give. That was done by a new organization called jump start lab. And what they were doing was they were looking to do research about giving circles and in particular, within the jewish community and as a result, they actually launched a website uh, which is called when they make sure i get the name of the website correct. And while maria simple searches for the website, well, ah, we’ll do a little tap dance on dh hope that she finds her notes very quickly on giving circles, and this is connected to give this is a place to find the connected to give report, is that right, maria? Yes, so it is. It is connected to give report, but the website itself and i’m almost there hang on one moment, though it’s called amplifier. Um, so the website is amplifier giving dot or gq, and so if we’ve got any jewish charities who are listening in on this call, this is a web site they’ll definitely want to go to because it hasn’t you have an opportunity not on ly too learn about giving circles, but there are ways to figure out how to be, how to come to the attention of them through this particular website. So again, i think it’s kind of interesting that this has this has come about for the jewish community, and i wouldn’t be surprised if we’re now going to start seeing other web sights. And this again came to my my attention through an article that i found in the chronicle. Okay, but so are you saying that site is devoted to e-giving circles for the jewish non-profits and communities? Yes, exactly. Okay, specifically. All right. Do we have one for the for the catholics? I you know what martignetti martignetti martignetti here. If i was anything, i would e should be guys like i would be eyes or anything for them. I haven’t delved into id. Let’s, let’s put it this way. I haven’t actually come across any articles that deal with this particular topic, but that would be something interesting research whether we have any more secular. Well, i’m sure you have some secular websites. Um, no, that would be the one that i would say would be most secular. But there are a number that have to do more with women’s collective e-giving. In fact, one of them is called the women’s collective e-giving grantmaker sze network. And that website is double u c g n dash network dot org’s. And they are all about women powered philanthropy. And so you actually can go. Too there’s. They actually have a map of the united states, and they actually outline, you know that the thirty eight, they call them independent collective e-giving groups, and they say that they over have over seventy, six hundred women in those particular groups. Okay, that would be an interesting website. Check out and again, that was w, c, g and hyphen, network dot or ge. Okay, let’s. Ah, marie, let’s, go out for a break. I just got a correct you on one thing. Secular, secular means it’s, it’s, not religious. So i was asking if you had other nonreligious ones, which you just get very about that’s. Okay, that’s. Okay, uh, we’ll go out for break maria semple, and i’ll continue our talk on giving circles and also going to hear about her personal experience in one stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. 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As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Oppcoll rob mitchell is going to be a guest next week when we’re talking about thea atlas of giving twenty fourteen fund-raising analysis and their twenty fifteen forecast. So see, the show is the show, it does not just fall together contrary to belief, the things things are actually planned out here, okay? Because it’s not seen mario so morris amore websites for ah, from our doi end of dirt cheap. Okay, sure. So one of the other things that i came across was a report that was done in two thousand seven. Tony, i know one of the questions that you had for me and preparing for this show was, well, exactly how many e-giving circles are there in the united states and or perhaps internationally, and you know what? How much money are they giving away? Um, so i tried to dig deep and hard to find the answer to that, and of course, it was kind of heart to catalogue all of them. But there was a study called more giving together the growth and impact of e-giving circles and shared e-giving and it was released in two thousand seven, and what they said was that as of two thousand six so you can imagine that was a number of years ago. There were four hundred catalog e-giving circles in forty four states, and ah, a lot of them had raised, you know, a lot of money they had raised at that point over eighty eight million dollars since their inception. That was nine. And that was nine years ago. Yeah, cells, i’m quite certain that it has probably grown quite a bit, but one of the sights that i was able to find that actually had giving circles listed by state is called e-giving circles dot or ge so that’s an easy one to remember. Okay? And you can actually look state by state and try and find those particular e-giving circles. So i think it be great for the non-profits listening on this tio two checks us out because not only do they list, um, state by state, but they do have a couple of global e-giving circles listed here as well. Um, a lot of them are actually based in the u s, but they’re e-giving they’re focused on giving is international. Yeah, okay, excellent for international. But but you also want to be paying attention to the ones that maybe in your own, much closer to you in your own community vicinity with e-giving exactly e-giving circle e-giving circles dunaj i’m based in new jersey, for example, and i see that there are three listed here, the one that i’m part of is not even listed on here. So mom it’s the one that i’m part of it not listed on here, you can imagine there are probably, you know, a number of others that aren’t listed here as well. I can’t imagine that i and i know for sure that there are at least there’s mine and another chapter called i think it’s called impact one hundred, based in new jersey that are not even listed on here, so they probably have not even been able to compile every single one of them, even on this website. Either that or you’re living in some kind of a fantasy world, some kind of e-giving circle fantasy world where you imagine these circles around you, but they don’t really exist, and sometimes they overlap. But you wouldn’t know if you were in that fantasy world, so well, i’ll give you the benefit of doubt since i know you will presume that that’s, not the case. I will assume i should say we’ll assume that that’s not the case. Uh, all right. So so it’s even more than they list, but they’re not keeping up. They’re not keeping up to date. You got to get your own circle listed. Well, that that’s? Yeah. That’s part of my purpose. And i came across this research i thought always gotta get are listed here. Um, how would you recommend approaching? And we’ll get a yeah. You know, you could bring in some of your own experience to, but how would you recommend approaching these giving circles? They may and may not have websites or, you know, they don’t have program officers. How do you, uh, how you gonna get in there once you find them? I think. It’s, you know, it depends on the e-giving circle itself. Some might have a more formal website and process maybe even a grant application process for approaching them. Others, if you can at least find out who perhaps some of the people are that are kind of heading up. That e-giving circle. You can go the lincoln route, right? Why not? Try and make a connection with them on lincoln and have that turn into a cup of coffee to discuss you know what your non-profit is doing and letting that giving circle know that their particular mission that they’ve outlined happens to coincide with thie services and programs that your particular non-profit provides. How would you get to the membership? The names? How how is that possible? Well, some of them actually will have website, and then through that they’ll be usually in about us link so so think of it is researching a foundation, for example, where you confined, you know who the contact person is to reach out to if you were going to be submitting a grant application and so forth. But if they don’t have any way to contact through the website, i’m sure you could probably at least find a name of a person connected and again, just google that name, and you’re very likely to come up to, at minimum there lengthen profile, okay? And then this is where the board could be helpful, too. Even if you’re not able to find a name of a member, if you can least find the name. Of the circle, as you suggested earlier, you could float that to your board say, you know not just do you know of any circles in the area, but we’ve identified a couple here’s the ones we can’t find any of the members or here’s a couple member names we did find, you know, can you help us out in any other case? Yeah, yeah, you got a cz you’ve suggested before with with prospect research using using your boards networks? Absolutely. And, you know, one of the other things that i thought would be interesting because one of the reports that i read actually alluded to this is why not have as a non-profit why not launch your own e-giving circle, right? So you probably have somewhat of a form of this already, but this could be another interesting e-giving vehicle for your non-profit so you might be calling it something like a e-giving society right now, and you know it, maybe just changing the language around it. Um, do people want to belong to societies? Where do they want to belong to circles? There’s, there’s definitely a different connotation, i think. And and maybe you want to have both i don’t know, but i think it be kind of interesting for a non-profit to se gi, you know, i’ve done some research, i’m not finding any e-giving circles that we can approach in our community, so, you know, let’s, consider launching our own and coming up with that minimum gift amount that it would take to join that giving circle, and then what are the parameters around? What will membership in that giving circle include if we start this at our organization, i think that could be on effective way to start a new, major gift giving level in the year twenty fifteen for the non-profits on the call, okay? Ah, well, you and i are calling you know, they’re listening all different methods, but i’m, um i’m mincing, i’m being quibbling with you? Um, yeah, now interesting. Ah, okay, you’re kind of conflating what are typically called recognition societies with what we’re talking about giving circles that is that that’s sort of what you’re doing? Yeah, i mean, you could certainly start your own and, you know, try and find out well, what are some of what they’re actually guide? Um, that particular website that i mentioned amplifier they’ve actually got some really terrific resource is on there, even though this is meant for the jewish community. There’s still a lot of great resource is on that site that i came across a lot of great downloads that talk about how to start e-giving circle, what are some of the, you know, guidelines that you want to put around the circle? Here’s a sample letter that you can send out letting people know that e-giving circle has been started, so they did. I would say that that is going to be a really good resource, regardless of whether you’re in the jewish e-giving space, because you’re going to be able to garner a lot of free resource is right there in creating your own giving circle through your non-profit let’s, let’s, talk a little about your own experience what’s the name of your new jersey e-giving circle so i’m part of one that is part of united way of northern new jersey. They have women’s leadership council, and through that we have the leadership e-giving circle, which entails a one thousand dollars annual commitment tooth e-giving circle and like any good major gift level. Ah, uh, donation. You can actually spread that out throughout the year. You can attach it to a credit card and so forth. So it is definitely a way to get people in the circle if you can break it down for them in that way. Because you said and that’s the one part of you said yours is a women’s only circle. Is that right? Yes. That’s correct. Why’s. That why’s that, i suppose, uh, i mean, i was born in new jersey. Suppose i wanted to join that or some other man, but i like to use me as an example. Center of the universe. Um, suppose i wanted to join what? On what basis would you reject me? You know what? We probably wouldn’t reject any man. Now i need it just happens to be the name of of the order. You know, the organization and that that united way it’s set up. They have women’s leadership councils all across the united states. Um, i have not attended any of the events and so forth outside of my own region, but i’m quite certain they probably do have some men connected, you know, at various levels. Um, i know that. We had an event recently where we did have and very much welcomed a man teo, join us in a small event that we had to go and, um all right, well, that’s encouraging, i’m glad i’m glad he was very much welcomed. Also, uh, how does your circle decide what organization organizations it’s going to support each year? So when we launched, it was about it was just under five years ago, we decided that we would focus on getting women more financially stable and an education being a way to do this, but we’re actually partnering up with the local community college here, the raritan valley community college and their educational foundation, so through that were able to help what we’re calling the nontraditional student with some gap funding. So the colleges, perhaps providing the scholarship assistance and so forth, and we’re providing some of the gaps funding needs that that particular student might have that’s going to hamper their ability to complete that educational process. So it’s typically in a lot of cases, it’s, the single mother returning to school for education and looking and has perhaps, you know, want at least one child at home and is looking to yet get some additional funding in place to make that education happens. No might might mean child care or whatever, whatever it takes. Your circle then is only supporting the raritan valley community college well within win women’s leadership council in northern new jersey were connected with a number of community colleges. Also centenary college in north west new jersey. So that’s, the way that were structured is is partnering up with a community college and college is focused around the topic of education, economic, that specific, that specific issue. Now we have just like a minute and a half left or so. How often does your circle meat we meet? Probably on average quarterly throughout the year, and then we stay in touch through email the rest of the time. How do you decide which of the colleges you’re going to make grants to? And we just have about a minute left maria again. It’s very localized here in somerset county were were partnered up with already raritan valley college, so that that was decided pretty early on in the e-giving circle history, okay? And the larger organization is supporting other community college is not your not your individual circle. Okay, right. But circles can decide toe support. Multiple charities. Certainly that’s. Just that’s. Just not the way yours is going. Okay, correct. All right. Thank you very much, maria. Thank you, e-giving circles cool. You’ll find her at maria simple on twitter. And her sight is the prospect finder. Dot com again. Thanks, maria. Thank you. Next week, the atlas of giving as i mentioned the twenty fourteen fund-raising analysis and twenty fifteen forecast. And along with the ceo rob mitchell, we’re gonna have professors paul schervish and doug white. If you missed any part of today’s show, find it at tony martignetti dot com generosity siri’s you know that good things happen when small and midsize charities come together for a fundraising event. Generosity. Siri’s dot com. Our creative producers claire meyerhoff. Sam liebowitz is the line producer show social media is by susan chavez, susan chavez, dot com and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm. So that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.