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Nonprofit Radio for April 19, 2019: Grit: Succeeding As A Woman In Tech & Great Ideas

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Marisa Lopez, Sara Chieco, Tami Lau & Aparna Kothary: Grit: Succeeding As A Woman In Tech
Our panel takes on the common challenges facing women in tech as they share their own stories and reveal lots of strategies for succeeding in this overwhelmingly male-dominated career. They’re Marisa Lopez, Sara Chieco, Tami Lau & Aparna Kothary. (Recorded at the 2019 Nonprofit Technology Conference.)

Graziella Jackson & Marcy Rye: Great Ideas
Also from 19NTC, we get methods for generating strong—even breakthrough—ideas, everyday, with help on how to choose and implement the best ones. Our panel is Graziella Jackson & Marcy Rye.

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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 get slapped with a diagnosis of silicosis if you mentioned the bird brained idea that you missed today’s show grip succeeding as a woman in tech, Our panel takes on the common challenges facing women in tech as they share their own stories and reveal lots of strategies for succeeding in this overwhelmingly male dominated career. They’re Marissa Lopez, Sarah Chico, Tammy Lau and Aparna Kothari that’s recorded at the twenty nineteen non-profit Technology Conference and Great Ideas, also from nineteen ninety Sea. We get methods for generating strong, even breakthrough ideas every day with help on how to choose and implement the best ones. Our panel is God’s piela Jackson and Morsi ry. I’m Tony Steak to thank you. We’re sponsored by pursuing full service fund-raising, data driven and technology enabled Tony dahna slash pursuing by where you see Oppa is guiding you beyond the numbers regular cps dot com by tell us turning credit card processing into your passive revenue stream. Tony dahna slash tony tell us, and by text to give mobile donations made easy Text. NPR to four four four nine nine nine Here is grit succeeding as a woman in Tech. Welcome to Tony martignetti non-profit Radio coverage of nineteen ninety Sea. That’s the non-profit technology Conference coming to you from Portland, Oregon, at the Convention Center. This interview, like all our nineteen ninety si interviews, is brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact. This topic is grit. Succeeding as a woman in tech panel is all tech leadership. Women beginning with Closer to me is Marissa Lopez. She’s director of account management, presents product group, then. Sarah Chico is director of technology. Social Impact of Presidents Prat Presence Product Group. Tommy Lau is senior self sales force. Energy engineer Tommy Lau is a senior sales force engineer. Social Impact Presents product group and Aparna Qatari is director of technology operations, a global citizen year. Technology. Women Welcome. Thank you. Thank you. Thank you. Technology leadership with women. Welcome. That’s what way women in Texas. They’re succeeding as a woman in tech. This’s not. This is not a panel of lackluster professionals. A panel of successful professionals Important to make the difference makes a distinction. All right, um, let’s talk down the end there. A partner. Thank you for sharing Tammy in a partner. Thank you for sharing Mike’s. The panel is so big, but I didn’t want to exclude anybody, So let’s start with a partner, you know, Give us Give us the headline. Give us the headline in the lead. What is it? What does it take to be, uh, to remain as a successful woman in tech not to get there We’ll get we’LL get to the get there But what does it take to remain st Stay, Stay as successful as you have been I think because you know where you are, right? I think we’Ll probably have slightly different answers with this, but probably with an underlying theme of community and finding a community that you resonate with that you could be comfortable with. One of those communities for us is amplifying. We are working with people with underrepresented voices in tech and so we have in person groups, online groups. But the fact of having a group of people who you can be yourself within share yer challenges with I think something about being an underrepresented voice and tigers when you’re in the workplace. You sometimes don’t want to show that you don’t understand something. Don’t know something are are kind of not faltering but are struggling a little bit. And so it’s been really nice to have a community of people where you can show those struggles, get support, get riel. Resource is without judgment, without judgment, with pretense. So that has to me that has been kind of a game changer. Tammy, would you want to add anything to the community? Sense of the importance of community? Yeah, absolutely. I think I wholeheartedly agree with what partner said. Just finding this community specifically amplified. But other women in tech communities as well has really made my life as a woman in tech so much easier, so much more fulfilling and has really helped me to get to where I am today. Andi organization is amplify. Is that right? Yes, amplify were amplified out, or ge amplified dot org’s okay there. Pointing to Marissa was where assuring the amplify shirt. But everybody doesn’t have the advantage of the video. Yeah, most of our audience is podcast, right? So So what’s that make sure? Amplify. It says amplifying. Yeah, that’s right. We are amplified out. Organs are website in the name of the group. Example. Five. Okay. Okay. Um so, Sara, let’s let’s get you in on the headline. Anything more than community? Uh, probably. I think perseverance and hard work and diligence are are kind of traits that I feel I’ve had to exhibit and had to be strong at in order to succeed and continue succeeding more, though more so than male counterparts, do you feel on the persevere inside, Absolutely absent, really persevering over what persevering over the challenges that come as being a woman in technology, in having managers that don’t understand necessarily how to relate to you or how to speak to you properly, or how to kind of bring out the best in you being having to do that on your own essentially and kind of overlooking, you know, various slights and or obstacles that are put in your way because you’re a woman and not similar to your male counterparts. What are some of those obstacles? Pay disparity, promotion disparity? You know, I was once told, yes, it’s true that you’re better than your male counterparts. And yes, it’s true that they all are making more than you. But it would just be too hard to re calculate the pay scale at this point in time. So we’re just going to leave it as is when this is done. That’s your trouble line. Herbal example. Yeah, too much trouble. It’s just one minor example, but it’s been like that. I have a master’s degree in computer science. I’ve been in Tech since the nineties, and it’s gotten better, but it’s still definitely not all the way better. Okay, because there is a stereotype that people are guys. Yes, guys become computer scientists. Yes, I was a graduate teaching fellow and out of a class of one hundred twenty six students, one was a woman. Reza. Yes. What do you want to say to introduce this? What do you want with the headliner? So what comes to mind for me is the title of the session, and so it’s it’s really what Sarah said around perseverance like to be the word grit, little shorter little fun, more fun and a little more edgy, but really is about the same thing, right? So to be gritty. I mean, if you think about Grigg, you’re thinking about, like, a piece of sand in your eye you’re thinking about, like, you know, biting your tongue. You’re thinking about surviving something they, you know you’d rather just bail out on. I think all of that, really. You know, they’re analogies for the experience of being a woman in technology. Um, some of the common challenges other. Certainly. Sarah listed a couple of poignant and illegal leased. The pain started challenges, Uh, other challenges. Are you willing to open up to any personal I mean, get personal, But what’s happened to you personally as a professional, uh, that I don’t feel comfortable talking about on this radio cast, but I will say that toe piggyback on what they all were saying about community, I think one of the big challenges is also just around being vulnerable and not being able to be vulnerable in the workplace. And that is one of the reasons we need our community. The vulnerability aspect. Yeah. All right. All right. Okay. Anybody wantto respond to what I you know? Like what? What you faced Shuriken in general. So as you mentioned Yes, the stereotype of programmers and developers. Being men is a constant challenge. I’m fighting whenever I’m in a space with other developers. I always have to to feel like I have to prove that I am also a programmer. And over that, yes, I do belong there. Yes, I don’t look like you. Yes, I do indeed. Write code, you know, so that constant mental energy of having to prove myself and altum to convince others I belong, you know? So there’s that that costs to my tio, my energy and my time that there’s that men don’t have to do, don’t have to expend Yeah, partner, I think for me I think a lot about the role of assumptions, both assumptions that are placed on us. But once that we have placed on ourselves just based on how way have been raised in a society as such. And so I think about how we were talking about how your first job out of college, that salary really sets you on a path of, you know, Sal er, promotions and salary raises and how you start off when I think about the wage gap. We’re starting off at a disadvantage for no reason other than our gender perceived gender. And I just get the assumptions role of has really made it made it more challenging, but also made it harder. Tio Excavate what the challenges for? Because it’s so ingrained in my own. Have you, uh have you done your session yet tonight? Coming up. Okay, so now I know a lot of what you’re gonna do is spend time listening to with stories are coming from the audience. Okay. Are you not? Yeah, I thought you were some but we’re also going to talk about our stories. OK? Yeah. We’ll be telling stories. Okay. Uh I guess in more detail. Alright, Thin. You want thirteen thousand strangers to here? Ok, I understand. It’s not a perfectly safe space. It’s time for a break. Pursuant. The art of first impressions. How to combine strategy analytics and creative to captivate new donors and keep them coming back That is there a book on dahna acquisition and how to make a smashing first impression. You’LL find it at the listener landing page which, as always, is that Tony dahna may slash pursuant with the capital P for please let’s do the live love live love goes out. I don’t know where you are because we’re pre recorded, But you’re listening live. And I love that you are. It seems like strips that I love you. I love that year. I hardly know you. I don’t know you at all. So I love that you are listening and the live love goes out. Let’s just Let’s just keep it at that. Let’s not get carried away. And the podcast Pleasantries. Of course. The pleasantries have to come on the heels of the love first love. Then the pleasantries tow our podcast audience. Thank you for listening via podcast pleasantries. So from here we go back to Marissa Lopez, Sarah Chico, Tammy Lau and a partner Kothari. You think I could say all those names? Here they are. We’re not quite halfway, but let’s move to the positive. Okay, Okay. I’m gonna put you on the spot. Although you did say you’re willing, but yeah, I think we’ve We’ve covered the challenge is sufficiently. I think I think the guys there’s a lot more to talk about. Guys, we’re listening, Tio. All right, Go ahead. Teresa. You wanted Teo won’t do one more. Well, I just think. I think the pay in salary is actually really huge and really a big deal and really a really problem. And it it goes deeper than the workplace. I mean, when you’re getting played last year, disadvantage of the world, your children at our disadvantage. Some people are a disadvantage to their partner. I mean, that’s like a huge, huge power issue that women have to deal with. I say I would say myself specifically I was. I kayman attack about a quarter way through my career and I was severely underpaid. I didn’t know that I should be getting paid more. There wasn’t a lot of salary studies out of the time, and I didn’t come from a tech background. I wasn’t part of the network. The good old Boys network for folks know how much people are getting paid so again without that community, that network in that background, I got underpaid for many, many years and I will never be able to make that up, you know, like Aparna said, like you can’t make up for being underpaid early in your career affects your the rest of your life. Yeah, home holds you back and that’s it’s all based on the beginning. All right. You want to Sara? Sure. I can give you an example. So I worked at a start up in San Francisco down your South Park maybe almost twenty years ago. And though it was, you know who’d strap warehouse, whatever. And it was just it was one person who kind of ran the office and the company at operations. And then there were five software engineers and I was the only woman in the company, and I didn’t often open. We didn’t have, You know, anybody who opened the door had kind of an office role. Occasionally I did. Mostly, I didn’t. But whenever I would get up to answer the door, sure enough, the guy who was standing at the door would ask me to get him coffee. Never once did any of my male counterparts get asked to bring coffee too, you know, I mean, it’s just little things like that that happened throughout your career. Kind of perpetually. But I don’t even drink coffee, nor do I know how to make it. So you know, I know I do know how to make it, but I don’t like you drinking? That’s irrelevant to the boy. Almost. Why were you hired in that company? Uh, because I was a good software engineer. So they so they were open. They recognized your your professional talent. But then it was the visitors who ask this now. I don’t know. I’m sorry. These air. Oh, that’s right. You were opening the door of the visitor’s presuming that you’re the office secretary. I’m the secretary, makes the coffee. Women and minorities will deal with micro questions like that every single day. I will tell you every single day in the workplace, and it is very exhausting. And I I think that that is part of the reason that folks with underrepresented voices do not get promoted to leadership is they don’t have the additional band, wants to do all the networking and all the snoozing and all the extra work. Sometimes and all the things. All the things you have to do to move up the ladder because they’re already being overburdened with all these little aggressions. And it is every day still Okay, I see. Let’s let’s let’s talk about let’s talk about overcoming, okay? Overcoming these obstacles and challenges. Um, Tammy Tammy, you have Ah, kick us off the first first tip. I mean, the whole community’s been said so check out, amplify if you’re if you’re among the oppressed. Well, I guess all female. So if you are, if you are the oppressed that we’re talking about, check out, amplify amplify dot or ge is that we are amplified dot org’s okay for under represented folks. Okay. Underrepresented in any in any respect. Okay. In tech. Okay. Exactly. So strategies. Tammy Teacher. So I think I’m going back to the issue I talked about which was the mental energy of explaining yourself. Is that yes. Take the opportunity to explain you know the issues and to explain your story and to try to educate people using the venues that you have, but sometimes just say no. Just walk away and save that energy for another fight. So you don’t have to fight every battle, make it fight. It were accounts, so that’s that’s made him okay. Um go ahead apartment. Have a real simple find a mentor and be a mentor. Yeah, I hear that commonly, for women especially needing to support each other Umm, how about when you’re you’re getting started in your career, is there? Is there anything unique too? To suppose u s o Unlike Sarah, Suppose you are aware that you’re being grossly underpaid. You know who was who was underwear? Who was away? That Morris Resa unaware that you were grossly underpaid. Suppose you are aware. Uh, you go to your boss. Let’s assume that that’s Ah, guy. Worst case scenario. Uh, all the women can be difficult to eye, right? It’s not. It’s not only men, although I’m not gonna let me off the hook. But women can be difficult to women also, let’s assume, let’s assume it’s a male supervisor. You know, you’re being terribly underpaid, but you’re new in your career. Maybe you’re just a year or two out of school, and this has come become aware to you. You become aware of it. Uh, who wants to? What do you What do you think? What? You said you can stay a couple of things so that we could move on. So so once someone else’s dancer. But I would say one thing. First of all, don’t be afraid to go look at a different top if they’re not going to give you a raise at your job. You do not have to stay. If there was a lot of opportunity for smart people up and hardworking people and that is a really thing. And I feel like maybe my generation or maybe who am or maybe who I was raised always like. You have to stick with this and you have to make it work or whatever, but you actually don’t. So that’s one thing. Don’t be afraid to go somewhere else, that sort of do it all the time. Two. I really believe in accomplices and acts in accomplices, meaning like allies that could be male allies that could be other co workers. I could be your friends, but I think it is important to find people that you can trust that can help toe advocate for you. Yeah, and sometimes it’s like Tammy. Wising sometimes is not the fight pick. It’s not the battle Tau Tau battle against, but sometimes someone else can do it for you. And you could either call them in and you could establish that relationship so they could do it. Okay, help from others. Anybody else for the early first couple of years of work, uh, strategies for that For that phase of career. I am pretty far removed from that phase of my career at this point. So why would you remember? Because you were mentoring somebody who right who is in that? Well, I was underpaid when I was in that phase, and I wound up having to have other job offers in hand twice to get raises, because both times they claimed there was not any additional money, which was not true. And then when I, as Marissa said, you have to be willing to look elsewhere. One thing I would recommend not doing is don’t threaten to quit somewhere if you’re not actually really ready to leave and have another good opportunity. That’s possible because I think idle threats are probably not together, completely counterproductive. But so I did actually have other job offers in hand and got matching raises twice and then left when I felt like what I wanted to do. There was done because I was never going to stay in a place that didn’t value my worth. So as a as a you know, I was a director of technology. I managed about ten people now and I always bring people in at what I feel is a is a higher than you. No base salary, because I want people starting off on the right foot. And I want people happy with what they’re making and not feeling like they’re already behind the eight ball to start. You know, a lot of times people kind of like negotiate down with you when you’re doing your initial salary negotiations. And I just don’t believe in doing that. Tammy three of you are with Presidents Product Group, so we may as well disclosed. What? What’s the work of President’s presence? Product group? Sure. So, actually, I was with a non-profit until about six weeks ago. And you’re the only one. You have No one there. Yeah, masking the newest employee. All right, Will you still know? You still know what they do. So what do they do? S o? We build digital products, whether that’s mobile APS o our products on sales force. And specifically our team works with social impact ordered. So non-profits be corporation. Is anybody making a difference in the world building self source products for them? Because you have seen your sales force engineer Yes, you’re correct. Okay. Okay. Uh, all right. Let’s Let’s progress in our career were beyond the first two to three years. Um, for any for any phase of any phase of career. What are apart? You haven’t spoken for a while. What? What is some strategy would give us another strategy for coping overcoming these obstacles. I mean, I think I go back to what I said about being a mentor. I think having a mentor outside of your organisation, but in your industry, because I think often what we do is we tie our salary to ourselves. To our sense, our self worth. Really, this is what we are worth in the work place. This is what we should be paid and that I guess it’s fine. And without having someone to see toe like, understand the industry and understand the work that you’re doing and understand what comparison’s across the industry, I think oftentimes we’re just way are not aware. We’ve convinced ourselves like Oh, yeah, way always justified, right? I’m only fears into my career. This seems like an appropriate salary, because this is what they’ve given me. So I just I think that like building you’re what? I’ve heard someone call like your own board of advisors. We’re kind of your own council of advisers. Teo, give you advice. I think I need to work on that. But I keep keeps coming back to me as a strategy. Okay. And as you said earlier, also, when you are more senior, be willing to be a mentor, seek a mentor and be a mentor. Yeah, All right. We still have lots of time together, right? Go ahead. What else we’re doing? Well, I have something that was really hard for me. That I have learned to do is shamelessly is to toot my own horn. Publicized things on social media linked in I mean linked in this huge, you should be putting updates on lengthen. You should be putting like articles. You should be putting events. You’re going, Tio, that is actually really important. And I always thought that it was more like the work that I am doing for this company and if I am doing my job really well, but actually, publicizing that, especially in this day and age, is actually really important in whatever your networks are. So I think that is a piece of advice that applies to any stage of the A career, but particularly mid career and think it’s easy to get lost in the actual have your head down and focus on what you’re doing. But you need to talk about it and you need to get up in person and you need to write block post and nobody really has time for that. But it actually makes a huge difference. The quality, not just what you’re making or the opportunities, but actually the quality of your career experience used on DH. Your point about Lincoln well taken before that, you said tooting your own horn. Well, how do you do that? You go into your How do you do that with your with your boss with like like, Quarterly? Is that you? You, uh, do you rely on the annual or the semi annual performance review to do that? Or there are other times you’re doing it? Yes, so that proactively, that’s a fair question, I think for me personally, the closer I am with someone, the harder it is. Tio toot, my own horn, so to speak. It’s easier to do it more publicly in generically, but I think that I need to do that a lot more, and it just comes down to communication. You win a big deal. You have a great conversation with a client. You call him, you text them, you slack them. You sent him an email, whatever kind of way you mentioned it during a sales meeting, you mentioned it. Turn whatever meeting you’re having being vocal and meetings again. An area that I need to work on and sayings what’s going on. Hey, I had this great day or even I met this great connection that would be really beneficial to our company. Whatever it is, that’s positive talking about it, you know, not holding it in latto things. Nobody knows unless you say it. This is the This is the great panel. And a couple of you have already said I need to be better at this, you know? But it’s hard. It’s hard to actually take the take the steps on. And it’s you know, it’s probably exhausting, too, starting at a disadvantage, but But you’re the great panel and and you’re even saying you know, I need to be I need to be better at this for myself. But consciousnesses know that women are very self critical of themselves. Yeah, that’s true. Wasting no more time. I’m, uh Are there other subjects you’re going to cover that weren’t Maybe we’re not in your session description, which is what I got my notes from. I saw the common challenges. I know we did that personal challenges from the audiences and talk about your own and then strategies for overcoming obstacles. Is there more that you’re doing? Don’t hold back on non-profit radio listeners. Well, like we’re saying, I think we’re going to dive a little bit deeper into our story. So I think everybody here has a really interesting story of how they got to this point. Three of the four of us started off in the nonprofit sector. Part is still in the nonprofit sector. Tammy just crossed over to the dark side. Um, Tammy also comes from an environmental background. I come from a background in conservation. So Sarah’s actually the only one on this panel that came from a real computer science background. Yet we’re all in technology, so I think there’s some interesting points within that. Okay. Yeah. You want to flush some of them out there. Go ahead. Yeah. So I will say, coming from a non-profit background. And we’ve talked about this amongst ourselves again. Sort of the culture of tech. Just so you have glitter eye shadow. That’s right. Just your glasses. Where I didn’t notice it. Even though you’re sitting there like it, it’s Ah, striking. Yeah, Thank you. I just I only because I was lifting up until now. Your eyeglasses covering here? Well, they just write out the eye shadow. Yeah, you could show it off your for those who don’t have the benefit of video, they’re not going to see that. So Marissa has Yes, literally. I’ve been dreamforce twelve or thirteen times. I actually don’t know. In Dream Force is the global sales worth extravaganza, right? And so, you know, like maybe eleven, twelve years into it. You kind of have to like, you really, really have to have fun with it or else you are not happy. So I was going to just bring the glitter for the evenings out, but I figured I could just wear it anywhere. And then I just realized I could wear it to other conferences to nobody here knows me and knows whether I worked litter all the time aren’t hot. All right, So you were flushing something out? Yeah, the difference backgrounds that you bring to today. So I brought you to non-profit, Released lives or culminating this moment Don’t radio. That’s right. And so I would say that like for younger generations So it might not be applicable if you’re a millennial or if your generation z but for my generation sales lorts and exist. When I went to college, the Internet barely existed. I definitely didn’t use a window in high school. You know, a lot of this stuff is new, and so there’s this term of accidental techie that folks like to take on, but I actually think that that term should not be used right. And folks like myself that come from the non-profit backgrounds are usedto lower pays and usedto working for the mission rather than for the money. I also have this. This might applied to folks that are listening to non-profit radio like inclination that once you go into the tech space, you still have to stay at the non-profit salaries. You’re still working for a mission. And so I think that and the culture is frankly grittier. Once you get into the space and I would say it sze rougher. It’s more fast paced. It’s more masculine. And from my experience, then the non-profit fate space, which is often more feminine and so that cultural change for me was really challenging. And I think it can be for a lot of people. And I think it’s also very normal to cross over from one sector into tech because so many people are working attacked. There’s so much need for that. And there’s need for folks intact and people getting poached in to check all of the time. So there is this transitional, a thing that can happen that some of us have experience that can be fairly challenging. Yeah, and Tio Tio, I think, as someone without a tech background who’s now a tech, and this happens to some extent to everybody. But that feeling imposter syndrome can be much stronger when you don’t have a tech background and you’re surrounded by other people who you feel like, Oh my God, Everyone knows what they’re doing. I don’t know what I’m doing. I’m a fraud. I shouldn’t be here that could just make it really hard coming from a different background into the space and then being underrepresented person on top of that. So I got to imagine that in any phase of our life we imitate and sort of we look at other people where social people are social, right by nature. And so when you look up and you see that only three percent of the CEOs in the tech space or Latino you assume that you don’t belong in leadership. It’s just a natural human assumption. So there’s a very big disparity and leadership that we’re also dealing with here. OK, we’ve got about a minute or so left. Uh, Sarah, a partner. You haven’t spoken most recently. Uh, somebody want toe, give us sort of a wrap up and optimism. Uh, either one of you. I tell you what. A partner. You I let you open. I should session say, like you opened. I asked youto open. I did ask you, uh, Sarah, do you feel comfortable with Cem Porting words, Some parting words? Yeah, I think that, you know, it’s I mean, it may sound cheesy, but, you know, you should do what you are drawn to do and what makes you feel good doing it. And if that’s being in technology, whether you’re under represented or not, you know, go forth and be strong and doing it. Look to your mentors. Look to your community. Don’t be afraid. Women. A lot of times they’re really afraid to ask for help because they feel like it makes them seem weak. Do not be afraid to ask for help. You know, ask for help along the way. It’s actually it’s a really great trait to be able to do that, and I think it’s also well respected. So I would say, You know, go forth. Don’t be put off by the fact that it is more difficult. This is the great panel. We gotta leave it. There they are. Marissa Lopez, director of account management at Presence Product Group. Sarah Chico, director of technology Social Impact Presents Product group. Tommy Lau, Senior Sales Force Engineers, Social Impact Presents Product Group and Aparna Kothari, director of technology operations at Global Citizen year. Thank you very much of each of you. Thanks for telling so much. This is Tony martignetti non-profit radio coverage of the nineteen twenty nineteen non non-profit technology conference, and this is brought to you by our partners and act blue Free fund-raising Tools to help non-profits Macon Impact Thanks so much for being with us. We need to take a break. Wagner, CPS. They’ve got a free webinar It was on April sixteenth. That was a few days ago, but you watch the archive. Of course, it’s tips and tricks for your nine ninety. The best part. You’ve heard me say it. Using your nine ninety as a PR tool is a marketing promotion tool. So many people are reading it because it’s so widely available. Ubiquitous. You might say that you may as well not just satisfy the I. R. S because they don’t care what your right and how you used these sections. As long as the numbers all add up, uh, use it as a marketing tool because it’s so widely read by potential donors. Watch the archive of the Webinar Goto wagner cps dot com click seminars. I wish you could click webinars, but you can’t quick seminars. Then go to April. Now, Time for Tony. Take two. Thank you. Um, thanks. Thanks for listening. Thanks for supporting non-profit Radio however you do if you are subscribed on YouTube. Thank you very much. Twitter. Following their joining there, I’d like to say I don’t really like to turn followers some messiah. Uh, no. You’re joined me. You joined me on Twitter. Thank you for doing that. You’re an insider. You get the insider alerts. You got the access to the insider videos. Thank you for doing that. Whatever you do. Uh, what else? Facebook. Oh, yeah. Facebook were still there? A cz disenchanted as I often am with Facebook. Yes. Were there along with four billion other people. So, uh, thank you. Your your fan on Facebook. Thanks for doing that. You shared non-profit radio you shared with your colleagues to share it with your board. Thanks for doing that. Whatever you do. Thank you. Thank you for being with non-profit radio. Now let’s go to our panel for great ideas. Welcome to Tony martignetti non-profit radio coverage of nineteen. Auntie Si. You know what that is? It’s the twenty nineteen non-profit technology Conference. We’re kicking off our coverage right now. This is our first interview of many, many thirty seven to be exact on DH this interview, like all of ours. At nineteen. NTC is brought to you by our partners at Act Blue Free fund-raising Tools to help non-profits make an impact. Kicking off with me, our gods piela Jackson seated next to me. She’s CEO of Echo and Company and Marcy Ride. Marcy is founder and principal of wire media Ladies. Welcome. Thank you. Pleasure. What chorus? Eleven. And your topic is staying sharp. How to create an implement. Great ideas. Yes. Okay, uh, let’s start at the end. More. See? What? What do you feel like? Non-profits could do better around, I guess. Problem solving and idea eating. I think one thing that’s important is getting everyone involved in the whole process on DH have it not necessarily coming top down, but getting all kinds of input coming in. Okay, Stay close to you. Might remember. Stay close to me. Okay? Andi, I’m sure you know, subsumed in that is getting the right people involved. Yes. Identify who they are. Okay, uh, got piela anything. You want to kick us off? Yeah. I think when we’ve been working on projects where innovation is the core of the project, a lot of times, what we encounter is that culture is a barrier to being able to drive innovation forward. And a part of that is because non-profits in particular, have cultures where there’s scarce. Resource is, there’s not a lot of time. A lot of the staff is very overworked. And so the idea of getting together and creating space actually create and innovate is very scary. Because if you don’t get the right answer first, then you might actually exhaust all your resource is you might actually not be able to go on to the next idea. Everybody’s tired of the process And okay, so we’re gonna talk about culture now. This was originally presented at the Harvard University Digital Innovation Academy. Wass by the two of you Just bite me first. Are you okay? In the true spirit of ideas, this is a pilot. Yes, awesome. And also, in the true spirit of Tony martignetti non-profit radio, which is big non-profit ideas for the other ninety five percent. So if you want the ideas that emanated from Harvard metoo listening to non-profit radio and here’s the proof. All right, um, you, uh let’s take what you’ve got you what you want to encourage strong, strong ideas like every day. This is not just for your strategic plan or something like that. This is every day, pre idea creation. So how do we start to make this culture shift? Thinking about breakthrough ideas every single day? Yeah, yeah, I think the most important thing is that ideas don’t come from a predetermined spaces or predetermined settings. So a lot of times, what you need first in order to come up with new ideas, is a spirit of play in a spirit of spontaneity and often times when we’re in meetings, we have laptops were sitting around a table. Everybody’s in a setting where they’re afraid of being the one, not saying the right thing. And there isn’t a spirit of embracing mistakes. And it’s embracing attempts as much as you have embraced successes. But we really need to shift your setting, whether that’s being up on your feet, it’s changing. The environment is going outside, and you really need to bring in a spirit of play and equal contribution to the table in order to just even start. Okay, this all sounds sounds very good, but how do we convinced our CEO that playtime is eyes really question that playtime is appropriate for our idea. Generation? Yeah, it has to be structured and has to be intentionally set to a goal. So normally, when you’re creating this environment, what you’re trying to do is separate the creation of ideas from the refinement of ideas and picking the one that actually can go forward with limited resource is budget and people. And when you actually see ideas constrained and started inside of organizations that they haven’t done enough prep work, enough research to actually ground the session, you’re going to be having an ideation. And then you’ve also tried to create ideas and edit ideas at the same time, which ends up with too much dress. So, Marcie, I mean, when I was in college, I learned this as brainstorming right on DH the first, the first step in brainstorming was nothing was disallowed. Everything ridiculous. Wild but insane was was not labeled as such. It was written on the board. Is that is that an outdated, uh, brainstorming dead? Now, Marcie, you were just calling it a breakthrough idea generation or what? I think the idea of brainstorming in a group is may be dead and time to move past it. I know that we’ve had some success where people are are individually coming up with ideas. And then they worked together as a group to organize and come to consensus on them. And that works pretty effectively. Okay, okay, yeah, yeah. One thing, too, is a brainstorming in the method a lot of people use. It really don’t doesn’t allow people of different types of thinking and different learning styles actually contribute equally. Why’s that? Oftentimes it’s a group of people, and there are questions put out to the room. And then there’s a sort of ad hoc responses to questions. But a lot of people don’t answer well. They need to take time to reflect. They need to have structured activities, to think, to frame their thoughts and then be able to contribute it back to the group. So what end of happening is people who are really good at responding quickly, who are more extroverted and who are better at thinking out loud, dominate the setting and the people who are actually more cautious and they’re thinking and reasoned. And maybe it’s quieter. Researchers don’t have space, but often times have the best ideas, okay, and so you really have to structure your setting. So how do we do? Martin? Marcie, can you start? Give us some tips. How do we structure this to empower everyone equally? I mean, there’s there’s different ways to do it The way loud on non-profit radio when I was what I was thinking of earlier and sort of referring to earlier is something that we do with branding. Exercise is where it’s pretty simple, but everyone has time to write down their ideas on sticky notes. For example, if they’re trying to figure out, you know, how do they come to consensus on what the personality of the brand should be like? And so they have time on their own to come up with ideas in their own way, and then they and the next phase is they get together as a group, and they work together to figure out how to organize these ideas into categories and which categories are the most important and in the process of doing it, they have conversations about why they’re making those decisions, and it’s really effective in getting to consensus with the whole group that includes often like the CEOs down to the the marketing assistant. Some of the audience. Sometimes it works really well. Okay, um, stick with you, Marcy. Had you mentioned the CEO? How do we get our CEO onboard with this is culture change. What would you say? Way? Tell listeners to say what one of my favorite sort of go twos is. There’s a psychologist called me. Holly Chick sent me. I and don’t ask me to spell it, but he way, having asked you to say it a second time, he came up with the concept that’s called Flow. And it’s the idea of being so fully engaged in something that time passes freely. You don’t notice the passage of time on DH, you do it very. You do your activity very well because you’re completely engaged in in the moment on DH. Then there’s information. There’s data somewhere that shows that you could be more effective. When you’re in a state of float, you get more done. You do better work. All right. What if our CEO says sounds very metaphysical, but how are we going? Toe You wanted me to give you want You want me to get our team into a flow. What do I need to do? What we need to do? Well, I think that’s what God Cielo was recovering Teo earlier about having a structured format that gets them there, and that puts them in the moment. Okay, if you can also drive if you can drive that conversation towards operational efficiencies. So what actually happens when you make this culture shift is teams are happier. They feel more productive. They’ve created space to come up with better ideas. They also embed research into the process that we didn’t really talk about. How you prime yourself for the session before you start. But the idea is to go out to your audience, understand the mission, understand the people you’re serving, actually get input from them so staff can be representative representatives of the end constituent in the room. What actually happens is staff tends to get way more re engaged in the purpose of the organization and the mission, and, uh, and then they start putting in more qualitative hours during the workday. So it’s not showing up in just doing the usual work, which is very important. It’s creating space to do work better and being really connected to how you actually scale the mission a little bit more and you can actually map it. Tio outcomes that looked like revenue looks like costs. It looks like decreased costs and recruiting staff and keeping staff. It looks like decreasing the amount of time that is spent to get better ideas. And then it’s actually having a spirit of trying a lot of things. Picking the best ones, replicating them, maturing them and turning them into programs so the organization itself can grow in a non haphazard way can grow very intentionally around the efforts. All right, I got to take a break. Tell us the passive revenue stream. You want fifty percent of the fee. When cos you refer process their credit and debit card transactions with Tell us and all that fifty percent of those tiny fees it adds up. That’s the long tail of passive revenue. You don’t work for it. That’s passive. Get passive right passivity. The passivity of the revenue. The Explainer video is that Tony dahna slash Tony Tell us, watch it, then have the company’s watch it, then make your ask. Would they switch to tell us and then tell us we’LL we’LL work with them, right? You go to Tony dahna slash Tony Tell us now Back to Gutsy Ella Jackson and Marcy Ry Way. If we’ve made the case on DH, we’ve we’ve had our first. This’s not just like a single session. It doesn’t sound like you know, you said some people function very well in one hour setting. They think rapidly, and other people need Teo. Be more considerate. So we’re talking about something that’s not just a one, a one off ideation session, and then we moved to the next step or something. You know, we start going down. It’s a longer term. Yeah, Usually the cycle is a research and prepare. Then idee eight. Then concept test concepts figure out which ones are the best. Replicate those and then a couple times, and then the ones that prove themselves than mature them and continuously start that cycle over again. That can be a sprint in a matter of two weeks. Or it could be a longer term programme in a matter of months or a year just depends on the complexity of the problem that you’re trying to solve. Okay, and then eventually the goal is that this becomes very natural. And so that that then you are doing this in every day, decision making. But it’s happening obviously more, more rapidly. We can spend two weeks on every decision. Yeah, and then the other thing that is very beneficial for a leader is a part of the process. Is teaching staff to learn how to pitch their best ideas to leadership in a way that leadership can then go pitch that to board members and thunders and things like that. And so you actually want at the end of it, you want to go knothole process so you can prove your pilot. You can pitch it to the executives, they could go pitch it to the board, and it’s founded in research. So when the board is arguing about the marriage of that or questioning the merits of that, they’re arguing with numbers and evidence and not with people and ideas. So you do want to push out of the ideas phase into evidence, but the process allows you to do that better. Okay? What brought you to this work? Initially? A good question. It only took me twenty twelve minutes e-giving dancing question out. I’LL try harder next time. It’s marrieds are getting So I started in journalism when newspapers were falling apart. Somebody said, Who wants to learn? HTML and I did, and I ended up in technology. But I ended up in technology doing big Web strategy for organizations that had thousands of people, lots of micro sites. They kind of had homegrown technologies. Everybody had their own budget. All of the technologies were decentralized, and people were had an appetite to consolidate all of that. And I started in organizations trying to do it from a Strat from a consulting perspective. And it didn’t work because you have so much change embedded in the process that if you don’t do the work to get people excited about process and excited about the ideas, they’re not going to be able to understand or commit to the amount of change that you’re asking them to go through. And so I just got really excited in that I studied design thinking, which, uh, it’s a It’s a way of solving unknown problems, using a lot of co design with people who are going to be the end beneficiaries of the solution and it’s actually built on improv. So the the for the, um, the art form of improv has a central concept. And yes, and exactly why do I have done in problem taking improv classes? And I use it in my stand up comedy? Yes. And you surrender or fishes? Yeah. Alright. And so it was just and I’m involved. I’m on the board of Washington Improv Theater in D. C. I’m very close to that work. And I could mind at UCB Upright Citizens. Yeah, And in these working Alan Alda actually created a organization. I think it’s called the Center for Compassionate Communication. We goes into mostly scientific organizations, teaches them improv and completely sort of read, helps them re imagine the way they communicate with each other and the way they communicate externally. Kruckel mostly. What drew you to this work? What drew me to it? Yeah, it’s kind of the opposite track. I guess I started working more with smaller organizations that had few numbers of people that needed to do a lot with a little on DH. So it was starting to think about how can we get there pretty quickly and then, you know, my background is more designed, technology oriented. So I kayman things from that perspective and started seeing that some. You know, some of the problems pretzel is talking about where change management issues on the on their staffing side and how their processes were creating problems for the project we were doing. And that got me interested in trying to fix it. Yeah. Okay. And so you apply this for your clients? A wider media, Okay? No, the ones that are willing, the ones that are willing. Okay. Okay, um see, choosing implement. So let’s talk about choice now choosing, choosing the options that we’re goingto way. Just choose one. First of all, we’re really choosing one of the many or we’re choosing half a dozen. How do you know who knows best this? I mean, that’s where I think pitching, pitching it is important and making a case for who is going to serve, what the outcome is going to be and why the commitment of resource is worth the eyes worth the investment. And so I can I think it just depends on the problem you’re solving and whether or not you want to try different things in different context to be able to compare them. There’s a lot of different types of research that you can do in our field. We kind of break it down before the first one is explorations. If you’re just trying to explore a concept, you do kind of many things that you, Khun, see how people would solve problems in their own world in their own words. And then the second one is, once you’re kind of headed in a direction, you do assessment testing, and that’s kind of figure out. You come up with a concept, and how close did you get it actually solving things the way that they that someone might want it to be solved, and then it just gets more formal from there. Once you have a finished design, you test that once it’s live and in production, you test that. So it really depends when you’re in this exploration phase. You wantto do the right amount of exploration to hit the appropriate audiences. We always do and use their definition first. It’s like there’s no point in doing anything unless we design for the people who are going to be using it, and that could be fifty different types of audience groups that could be too. And so that kind of dictates the how much work you do in that, um, who can give me Marcie, Can you give me some examples of problems that were that you’ve seen your client’s solve using this method? What types of decisions are we talking about? Well, I mentioned earlier, like coming up with branding characteristics for a new brand or something. Another one might be So something we’re working on now actually is women organization has lots of different kinds of information that they want to share with the world. And they want to put that on a website or some kind of application. How do you structure that? So that the people that need that information can quickly and easily find what they need, you know, and you couldn’t think of a million different ways to organize data or content like that. But doing the right kinds of testing at the right time really helps you with the audience focus, right? Really helps you make sure that you know the person who needs the particular piece of information gets it quickly and easily. Yeah. Um, you said in your session description that the best ideas are often undiscovered. Why why is that? Is that because, Well, you explain me. What? Why why do you say that? Um, well, we see it in different ways in different organizations. But my my general sends is that the people who carry some of the best ideas because they were the closest to the people that are being served aren’t in the room. When ideas are being created on and you don’t you don’t necessarily know by instinct. Who in your organization has the best ideas? I think the best thing you can do is an executive is go ask around for who kind of is the most pioneering who’s willing to drive things forward, who’s really good at people and marshaling resources towards a common end who’s really good at just guarding that. The innovation aligns to the mission. You have to have all the four types of those people to be able to get to a good idea, and oftentimes you’re just leaning on leaders to come up with a Biggins up inspiring idea or your leading on on leaning on staff or overworked a busy and they don’t have time. We use a formula where we kind of look at the amount of time that staff members are spending on different types of ideas. There’s bread and butter ideas that’s like your daily to do list. I always say that that’s like a goldfish. It’Ll grow to the size of the pond, so if you have a million hours, your to do list will grow to a million hours. The second type is building boost ideas, and so it’s creating a little bit of space to do something that requires a little more coordination, a little more effort. And from that, you often times can get what the third category is, which is breakthrough ideas. And that’s like big ideas. You spend a lot of time developing and nurturing, and most organizations are just stuck in bread and butter. And so there’s not enough intentional time carved out for the other two types. Time for our last break text to give Diversify your revenue by adding mobile giving. It’s not on ly for disasters. It’s not only for small dollar. Donations is not only through the phone company lots of misconceptions. You can allay those you can. That’s the Lei is more for fears. You can slay those misconceptions you can. Ah, eliminate. Seems kind of easy, but you can’t eliminate the misconceptions. You do that by texting NPR November Papa Romeo to four, four, four, nine, nine, nine Just do it and the misconceptions will die. We’ve got several more minutes for great ideas with Nazi Ella Jackson and Marcie Ross marchenese doing doing a lot of nada. Anything you want to add. What? I mean she’s right. Yeah, yeah, yeah. Okay, Information. Affirmation is a part of the process where it fits in rewarding people for being courageous and putting an idea out there that they’re hesitant about because the bad ones are as good as the good ones. The bad ones prime you for a better one. So it’s funny. I spoke on a panel two high school girls in stem on Monday before I came here, and they asked us a question. What will we go back and tell ourselves in high school? And mine was Don’t measure your don’t measure yourself to the success. Measure yourself to the attempts because we’re hardwired to learn from mistakes and failure, and sometimes we just get obsessed with what success looks like. But it’s better for us to try a lot of things and write things. And eventually we’LL we’LL hit a couple that are really good. I should have asked you, Is there a client story or two you want to share? Yeah, I’LL try to share one short red quickly So way work with organization in Washington, D. C. Called the Newseum. They’re pretty well know. Yeah, so they focus on their mission is to advance media literacy and education about our First Amendment freedoms. And years ago in twenty fifteen, they indigenous to just kind of redesign. A very simple website had about ten lesson plans and some PDS and some videos and way got in there with them. We did some ideas, ideas, princessa sessions, and we asked them why what teachers were looking for. And teachers were really preoccupied with not being able to teach current events in the classroom with curriculum that helped him deal with sensitive subjects and then with the materials to help them teach it. And so we started doing a ton of exploration, and we realize that the museum was sitting on this goldmine of thousands of artifacts that had to do with historical references to politics and media and also contemporary references. And when we went to talk to teachers, we realized that we needed to not redesign the thing that we were hired to redesign. We needed to create a completely new platform that was one hundred percent dedicated. Teo serving media literacy curriculum teachers in the classroom. So they making all these resources available to them for free indexing. Okay, Yeah. Driving. Yeah. So we pause that project way. We created a platform and a brand. So before they were just a department and then they were the Newseum. Ed, Uh, they ended up getting a major funder commitment for five years to be able to build this platform that’s still growing. And they went from eight hundred users to one hundred thousand users in about three years. How did the breakthrough process contribute to that exponential growth in usually So there was like a very cinematic moment where I walked down a hallway with something on a sticky note. It was like we need to do this, and honestly, they have. They had a vice president of education, and I think she was a director at the time. She is exceptional at pitching ideas and leading her team. And she took that idea on the sticky note. I think, to the CEO of the Newseum and said, We need to do this This is central to our mission. If we don’t do this, somebody else will do it. We’re going to miss the opportunity. I will lead it protects her effort into it. I will find my own funding for it. I just need your support. I need to be at the executive table to have conversations about this. I need to be ableto talk to the board and understand their support in this. And they did. That kind of shifted the department. She ended up sitting thie executive on the executive team and she really did. She was a visionary and she drove it forward, including this decision making process. Yeah, including this decision making process. So we launched a like what we kind of call the beta of that platform and twenty fifteen didn’t have enough resource is and we knew that we were to achieve what we needed to We needed a road map. We wrote that so she could go get funding. And then we actually relaunched it this year, a major version release again with a lot more committed funding. And so it’s it’s growing from there. I hope it around for a very long time. Um, Marcy, how can we be sure that the idea that is going to be implemented remains intact through this through this? I don’t wanna call a tortuous process, but through this through this process, like, how do you ensure that you stay true to the idea that with the solution that was chosen through implementation, I think that comes down, Teo, the idea of having a structure and a specific process that you go through and you stick to it and you don’t let you know random outside ideas come in and derail that you stick to the formula that you’ve decided to use from the start. Um, we still have another, like, two minutes or so together. What, uh, what more can you say about you? Have a ninety minute. How long of the sessions on our or ninety minutes? Fifteen. Okay. Somewhere in the middle. So you got You got seventy five minutes on this topic. What? What can we say for another couple minutes? Yes. Oh, I am going to be fun. Yeah, so? So majority of the session is going to be a game, and I feel like that’s really important because you have to be able to bring a spirit of play and fun into it. Okay? And it’s going to be a man activity that helps you figure out you have a listener’s listeners can’t be on the game. Okay, so what else can we talk about this topic that listeners can benefit from? So it’s based on a model where there are four types of ideas and you can think of it as a ladder and you have to run your idea of the ladder. And the first question is, Is it useful? Is your idea useful is something that you can move forward If it if it’s yes, then you go to the second question. And that is, uh, is it rare? Is it valuable or is it rare? And then, if you get it, if it’s no, you’re you’re filtering out your ideas. If you get a yes on the next is is it difficult or costly to replicate? Can you only do it because there’s something about you and your resource is where you can achieve it. And if you get yes, you go to the last one. Which is is it designed for lasting value? And those air Four questions you can ask about every single idea. And what you’re trying to do is weed out the ones that don’t hit all four questions. Yeah, would you say Yeah. Yeah. And then the ideas, Teo, the idea is to present your idea to Piers or to other people involved and get their input on whether or not you’re asking them those questions. You’re not asking it of yourself. You’re asking the other people you’re working with. You’re asking this team right in each of these four questions. Okay? Yeah. And then what? Do you have a minute or so That what happens if multiple ideas? Well, then do. Then you start to co implement, right? Yeah. Move them all through the process. Yeah. Here, you pick one that seems to have the most merit. You’re going forward with that one? Yeah. It is kind of like the U size, the decision to the organization, But I think just going through that exercise will get you either a stack of all those really lasting value ideas or not. Okay, well, don’t leave it there. Thank you very much for naming my pleasure. They are gods piela Jackson, CEO of echoing company on Marcy RAI, founder and principal of Wire Media. You’re listening to Tony martignetti non-profit radio coverage of nineteen ninety seethe uh twenty nineteen non-profit Technology conference in Portland, Oregon, on this interview Like all our nineteen ninety seon reviews brought to you by our partners at Act Blue Free fund-raising tools to help non-profits make an impact. Thanks so much for being with us next week. Maria Semple returns. If you missed any part of today’s show, I beseech you find it on tony. Martignetti dot com were sponsored by pursuing online tools for small and midsize non-profits, Data driven and technology enabled Tony dahna slash pursuant capital P by Wagner’s Deepa is guiding you beyond the numbers. Gregor cps dot com by tell us credit card in payment processing your passive revenue stream tourney dahna slash tony tell us and by text to give mobile donations made easy text NPR to four four four nine nine nine our creative producers. Claire Meyerhoff. Sam Liebowitz is the line producer. Shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scots. Dine with me next week for non-profit radio. Big non-profit Ideas for the other ninety five percent Go out and be great lorts You’re listening to the Talking Alternate network e-giving Wait, you’re listening to the Talking Alternative Network? Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, I’m nor in Sumpter potentially ater. Tune in every Tuesday at nine to ten p. M. Eastern time and listen for new ideas on my show yawned potential Live life your way on talk radio dot N Y c Hey, all you crazy listeners looking to boost your business. 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Nonprofit Radio, January 6, 2012: Three NextGen:Charity Interviews & Your 2012 Prospect Plan

Big Nonprofit Ideas for the Other 95%

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Abby Falik, Charles Best, and Wali Collins: Three NextGen:Charity Interviews

Abby Falik
Abby Falik is the CEO of Global Citizen Year and she has thoughts about innovation and leadership for social change.



Charles Best
Charles Best is the Founder and CEO of DonorsChoose.org and we talk about connecting donors to the causes they support.



Wali Collins
Wali Collins is an author and a stand-up comic, and he wants you to live a regretless life.



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Maria Semple: Your 2012 Prospect Plan

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Hello and welcome to tony martignetti non-profit radio for friday, january sixth, two thousand eleven i’m your aptly named host. We’re always talking about big non-profit ideas for the other ninety five percent. I hope you had a terrific new year’s celebration last week. Were you with me? You could not have been. There wasn’t a show last week, so don’t say yes because you were not here last week. There was no show last week, but two weeks ago on december twenty third certainly you were here. But to refresh your recollection since it’s been so long on december twenty third, i had two interviews from national philanthropy day at the westchester county chapter of the association of fund-raising professionals. First, it was linked in lovers jerry stengel, principle of venture near mark halpert, principle of your best interest and maria simple, who we all know and beyond later today showed their love of linked in for research, branding donorsearch volunteermatch judgment, recruiting board members and more. The second interview was your board can fundraise dennis miller. Principle of dennis c miller associates helped you motivate your board for fund-raising with training, proper expectations, meaningful experiences, leadership and mohr. This week, i have three next-gen charity interviews for you all pre recorded at that conference, abby falik is the ceo of global citizen year, and she has thoughts about innovation and leadership. Charles best is the ceo of donors choose dot org’s where teachers post their classroom needs and donors support those needs, and he and i talk about connecting donors to the causes that they support. And wally collins is an author and a stand up comic who wants you to live a regret list life second half of the show will be with maria simple, the prospect finder, our regular prospect research contributor on your twenty twelve prospect plan. She’ll help you devise a sensible and execute herbal plan for your prospect research for the new year on tony’s take two at roughly thirty two minutes after the hour. My block this week is share my optimism for twenty twelve i’m always optimistic at the beginning of a new year i can’t help it, and i’ll talk a little about that we’re live tweeting the show today. Use hashtag non-profit radio to join that conversation on twitter. This show is supported by g grace corporate real estate. Services, and i’m grateful to them for their support. Right now, we’ll take a break, and we’ll come back with these three next-gen charity interviews. The first will be abby falik. So stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help yu wei take the nasco, stay out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Bilich dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Metoo welcome to tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven we’re at the tribeca performing arts center in downtown new york city with me now is abby falik, founder of global citizen year she’s been an invited speaker at the clinton go global initiative and also the aspen ideas festival and, ah, we’re going to share have her share some of her thoughts about innovation, as she did here at the at the conference. Abby falik welcome to the show, thanks so much. Tony it’s, great to be here. It’s a pleasure to have you thank you for sitting down for an interview on a very busy day. Um, so our audience is small and midsize. Non-profits but they and i think sometimes they don’t think innovatively i think sometimes there’s sort of stuck in the trees. What? What was your start with your your general message on innovation and creating social change? So i think if we’re all paying attention, there are opportunities beyond what’s, immediately apparent, and sometimes it requires us, as i shared my talk this morning, to step out of our daily routine sometimes to immerse ourselves and foreign cultures or contexts to see things he’s from a different vantage, but that innovation doesn’t need to mean necessarily starting your own business from scratch or starting a new enterprise or being an entrepreneur. Innovation can happen within organizations innovation can be a simple as changing the way you talk about your organization publicly, the way you do your fund-raising the way you’ve structured your online platforms, so the innovation really has to be inspired by the leader. So how does a leader inspire themselves and everybody working with them? Teo to think innovatively and creatively, i think the role of a leader is to envision something that doesn’t yet exist to see the future in a way that is compelling and clarifying on inspired to others. And when you can see that and paint that picture, as i’ve been able to do now with global citizen here, others begin to fall into step, and they and they follow along because they believe in what you’re all working toward. And how do you translate that to your own hiring so that you’re hiring people who are going to be open minded to this and and bright thinkers on their own? How do? You make sure that you’re getting the right people working for you, which is absolutely a challenge because otherwise you’ll be up there thinking great thoughts and no one’s, no one’s following, particularly in the early stage, you need other people who think creatively andare wired as entrepreneurs as well, because to get from xero to anything requires that every body is an engine, everybody can see something that doesn’t yet exist and instinctively reach out to find the resource is needed to apply them toward bringing something toe life. S so so i have found that it is often young people who see themselves as less constrained. Millennials tend to have a knack for believing they can run through walls and make things happen. And so surrounding myself with a creative young team of people who say, see the bigger vision and then are comfortable building the plane well, flying it all right now global citizen year is a non-profit so there’s a that right that’s five oh one c three were five oh one c three. I’d like to say that non-profit is our tax status and not our management style. Okay, excellent. All right, so you’re what’s. The status means is that you do have a board and what do you do for around bored with croup, mint teo, bring people who will be equally inspired? I would say similarly, on a founding board or particular, not so young, no people who are more seasoned business savvy who can help guide me because they have the muscle memory themselves of having built new organizations or are currently leading other organizations. So looking for people on the board who are older and wiser on dh can, you know, essentially be my my personal adviser’s mentors on dh allies in being able to be credible on strategic in in how we grow, alright on dh, how about for yourself? How do you make sure that you’re not bogged down in day to day management? Have it’s very seductive to deal with administration rather than, you know, broader thinking the way you described. What do you do with your recommendation for that ceo? That executive director who is in the trench trenches every day? Yeah, absolutely. I think i am fortunate that i’m wired in a way that inclines me toward the xx external parts of the role, so i love more than anything, sharing my vision and giving other people an opportunity to get involved, whether it’s funders, supporters, allies in in reimagining how young people learn about themselves in the world. And starting with that as the basic premise, i have tried to build a team of others who compliment my skills and who are equally passionate about the set of things that i am not a skilled at on dh shouldn’t be the one to be doing so have recently hired a phenomenal vp of operations who takes the other side of the house, and she takes it as seriously and as strategically as i do with the work i do externally, ok, but that requires terrific insight into your own shortcomings. That’s very cool, right? You have to know where your shortcomings lives. You hyre so a lot of introspection, right? Indeed. And early on, somebody i know and respect very, very dearly suggested that i keep a journal about the things i do everyday that give me energy and the things i do that actually deplete my energy. And that from that list, i could describe a job description that would, over time. Move me. Toward the things that really do get me revved, and from which i derived more and more energy and enthusiasm. And so my pa primary objective is leveraging myself into the role where i am at my best, playing my right roll and surrounding myself by people who are much smarter and more talented than i am in a certain set of other things. Innovation in leadership. Is there anything, anything you want to leave people with? Um i think in the not-for-profits sector, we can often constrain ourselves by thinking too small and even in a you know, particularly in a down economy, there could be a sense of thinking within constraints, and i would just encourage everybody out there to continue dreaming because we’re the ones who need to drive social impact missions forward. Abby falik thank you very much. It’s been a real pleasure. Abby falik is the founder of global citizen year and these kinds of thoughts or we’ll get we’ll get you invited to the clinton global initiative, aspen ideas festival and other places where thought leaders are this is tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven would be falik thank you again very much. Thank you, tony, my interview with that be falik i think she had some outstanding thoughts insights into leadership for social change we’re gonna take a break now, and when we return, we’ll have my interview from the same nextgencharity conference with charles best president, ceo actually of donors choose dot or ge and then wally collins, author and stand up comics, so stay with me. Yeah, you’re listening to the talking alternative network. Duitz no. Durney are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two way mate. People happy. Bilich hyre hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Dahna welcome to tony martignetti non-profit radio coverage of the nextgencharity conference, where in lower manhattan at the tribeca performing arts center and my guest now is charles best charles leeds donors choose dot or ge, where public school teachers post classroom project requests and donors comm pic the projects that they want to support the site has been selected most likely to make the world a better place by the techcrunch community. And in two thousand nine and two thousand ten, fortune magazine named charles in as one of their forty under forty list of businesses. Hottest rising stars. Charles best welcome to the show. Thanks, tony. Clyde, to be a pleasure to have you. Thank you. Um, so using a site you’re connecting donors with projects that they never witness live, how do you help make that connection? How do you get out of the donors feel connected to the work that they’re supporting? Well, we really feel that hardworking teachers out on the front lines have almost a tent up expertise and imagination that’s just waiting to be unleashed. And donors to dot org’s endeavors to unleash that frontline expertise and to generate classroom project requests that may often be better targeted and more innovative than big top down solutions designed by someone who’s ah, hyre up ok, so you want the so the teachers themselves are describing the project and what the impact will be for their for their students. That’s, exactly right there, about twenty five thousand classroom project requests seeking funding at any point in time on donors choose dot organ those projects all submitted by what we call frontline educators, mostly classroom teachers, but could also be a guidance counselor coach library in those projects really are ah, window into both the unmet needs of students and the innovative potential of dedicated teachers. And how do you manage the donor relationship so that donors feel a connection again with the project there most likely never going to see live? They’re not going to meet the students who who benefits from it, who get that impact. How do you manage that? That donor relationship with the projects? Well, even a donor who gives one dollar to a classroom project on donors tuesday dog will get photographs of the project in action. Thank you. Note from the teacher and impact report from the teacher. A couple. Months into the project talking aboutthe student learning that’s taking place, they’ll be able to see a cost report showing how every dollar on the project was spent. And if the donor gave fifty dollars, a more, they would also get physical. Student thank you letters from the classroom. It’s, it’s really rich feedback. It has a lot of our donors feeling like they got more out of the experience out of the exchange than the recipient and it’s it’s kind of our secret sauce and say a little more about the impact report. What what do you encourage teachers to include in that as their writing that for their donors? Because there is so much in the charitable community about impact? Absolutely well, the impact report, the impact letter that we asked the teacher to write to their donors is not filled with jargon. In fact, it might not even pass muster with a foundation program officer, but it is plain spoken from the heart, uh, description of the student learning that’s taken place as a result of their project being funded. And so it sounds like you’re working very hard. Teo have that relationship, even though this is all web based with base e-giving have of relationship between that the donor, a teacher in the classroom where the project is, and the students, because you said that they get pictures from the students as well. Our thank you notes for a fifty dollar arm or gift. That’s exactly right? Yeah, we see a donation to a class a project on our site, not as an end unto itself, but as a first step on a path that will be toward fulfill edged engagement with public school classrooms and low income communities. And key to that is the ability of the donor to write a message to the classroom, telling them why they picked their project, and the teacher khun message right back, even outside of the photos and teacher. Thank you note and teacher impact report and student thank you letters which are ah, part of the process. So now this is significant because the donor’s air having contact directly with the people who are the children that are that are enjoying the outcomes, the impact of their of their gift, and that’s quite unusual, and most charitable work. I mean, there aren’t a lot of donors meeting the people who are enjoying the benefits of that of the agencies or the organizations work that’s absolutely right, it’s not a face to face interaction, but i think it it feels almost just about as as vivid and rewarding and meaningful as a face to face interaction. Tell me a little about the donor reactions that you get after after the the process is completed, and i’m sure you’ve got multiple lots of people who come back, make repeat gift tell me, share some of the feedback that you’ve gotten from donors when they’ve had that close connection with with the classroom. Well, we often hear from donors when they get especially funny or especially emotional letters from students, which which could be a student making a funny reference to recess and how they yearn for it all day long. Or it could be a student talking about the fact that this is the first time anyone’s given them a book. Bonem and and that’s, what? What prompts a good number of our donors toe say that they feel like they got as much out of the exchange as the classroom they were looking to help and what’s the percentage of donors who make a repeat repeat gift you know, the percent of donors who make a repeat gift is excellent if you look at year to year three year for going from year of acquisition the first year that they give to year too, are they giving one year later? It’s actually only one in five of donors who acquired in a given year who then will give again in year two, but if they’re giving in year two there’s a ninety percent chance they’ll be giving in year three, four, five, six and you i’m gonna guess you. Ah, you see this as something that other non-profits should take on is the relationship between the people who are enjoying the benefits of the work and the people who have enabled that work to take place. Don’t you say a little about that for the audience? Absolutely well, you said it well, but we do see the interactions on our site as the basis for yeah, riel correspondents, if not actual relationships between the donors and the classrooms that they’re looking to help and and we hope that this means that donorsearch e donors to settle argast is a lot more than a web site where they’re gonna transact a contribution. Are there many donors that have seen the the classroom’s face-to-face we know it happens, it doesn’t happen is part of our process, but but we hear all the time from teachers who, whether it’s, the teacher or the donorsearch how they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gifts that’s fabulous. They just needed that much more they needed teo for probably for ninety nine and a half percent of the donors, the correspondents, the way you described it is sufficient that’s, right? But for that, uh, half a percent or whatever, i would just say nice. Yeah, but that half a per cent they just needed that closer connection. Totally, yeah, totally, but for the other ninety nine and a half, you’ve got it worked out, and i think the message is is clear for for our audience that that connection is crucial between the donor and the and the and the i don’t like to call them service for the people who are benefiting, uh, and i don’t see much. Of it, yeah, yeah, yeah. All right. Thank you, tony. My pleasure, charles best is leader of donors choose dot or ge and this is tony martignetti non-profit radio coverage of the next-gen charity conference two thousand eleven. Welcome to tony martignetti non-profit radio coverage of the next-gen charity two thousand eleven conference. We’re at the tribeca performing arts center in new york city. And my guest right now is wally collins. Hey, while he was the opener, welcome. Well, thank you for welcoming me. He was the opener and he’s also going to speaking later. Here it next-gen was a comedian and author. His stand up comedy credits include being on nbc, cbs, abc, lots of other acronyms and cc comedy central. But he’s, also an author, not only stand up comic but also an author, and this is his book. I know you can see it and i’m going to let wally pronounce it as you’re looking at it. How do you pronounce the title? This book it’s called the you never know book of encouragement that’s right? The word is you never know and the subtitle underneath the door is living a regret lous life, right, love that so? We’re talking to small and mid sized charities. Um, how does your work overlapped with charitable work? Well, actually, the whole idea behind you never know. It’s. Not charitable, but it’s motivating. Okay. And charities need motivation. There’s donor’s need motivation. Exactly. Big overlap. Exactly. And the the producers here has asked me to speak to help motivate people to help live their dreams, call for the their goals and desires. And exactly what i did. I was an architect before i got into comedy, and my mom asked me if you could be anything. What would it be? A sin not to be an actor. Now, she’s confused why you’re not going to be an actor. So i told all from springfield, massachusetts. No one famous ever came from springfield, massachusetts. And she says, well, you never know. So it kind of, like, spark mean like, oh, wow. So i pursued comedy and i just kept that mantra in my head. You never know. You never know. And with that, i was one original holst on comedy central show. In fact, i was the black first black holes on comedy central. And when your when it was that nine hundred ninety one and so i kept that mantra in my head, i said, you know, i can go for anything because i don’t want any regrets, and the whole point of you never know is that i don’t want to be that person on my death but saying, i always wondered what it was like, i always want to know i’m always curious about what if what if i had, i regret not having exactly, and sometimes we would do it, like end of the day, like, you know, going to hello to that girl to that guy or how combine to make that phone call, how come i can’t get to that charity, you know? So how come i didn’t donate? I should have donated, you know? So i want people to live in regret this life, because that is the key to happiness, it’s not about, you know, the result or succeeding our failings, the fact of trying and i realized that that once you try and then you’re in the trying that’s, what happiness is like, the example i give is that when you go on a journey, it’s a long journey and when you get to the place, you need to get to see a friend of family. The first thing to say to you is how was your trip? You know, it’s about the journey is about to try. So i realize that. And so i wrote this book there’s fifty two encouragements. And the each encouragement is to inspire you to go through any kind of door. Any kind of problem in-kind obstacles. All right, so there are fifty two of them. One a week is that they’re with your own mended. Oh, yeah, coincident that was no, no, i actually i want to do one a week and let let that be your mantra. Let that be a motivator for the week and people who read him all the way through some people read about random, you know, and it’s it’s, it’s really cool. Because it’s getting great reviews and people are gay. Give his gifts now to friends and family. Can we talk about a few of the way? We want people to live a regret lis like exactly. We want them to be motivated not only in their work, right? I mean, what does for work and all. Aspects of life. Exactly. Personal life. Your work. Exactly. Relationships, you know, losing weight, anything into your health. The book talks about, you know, it’s good inspires you about but your health, we’re gonna go. So can i, uh, not a challenge. I’m no. Now go ahead and pick out the ones that i think a little interesting. Maybe you will find something provocative. I don’t know, but okay, i don’t know. Well, let’s. See? Listen and learn. Well, that’s. What? Your lesson around. Listen and learn. Listen and learn. You can learn a lot about a person if you just shut. See that the person talk and i don’t. I can learn so much about your guy would just keep quiet if i would just ask you some decent, open ended questions that i would learn so much more than is in this bio or something. Because people know comedian and author and that’s what i understood. But it’s, just if i would shut that trap, i could learn so much more about you much, much deeper than the book or any bio would reveal or anything like that right now. That’s. True. Exactly. I was quiet and listen. To what i learned about you, that’s, the whole point of listening learning is that you do learn a lot about a person, just let them talk and not necessarily agree disagree what they say, but just not your head from time to time to say i am listening to you and you really learn about their values, their views there, big city personality so that’s part was one of the encouragements just just listen and learn about someone, just listen, and i’m going to drive that directly to the the non-profits that were talking to in terms of listening and learning from your donors, they’ll tell you so much about why they give to your charity what it is that is special in there lives about your work, right? And when you can key on those things that you know, move them to give, then you’ve got a sweet spot and you you’ve got a method of justin simple helping them to give just that simple. Excellent well, alright, way, no there’s intersection we’re exploring, finding, picking out, then go ahead and shuffle through the a fish life with a fish life about well, it’s basically like a metaphor. You look at fish in an aquarium and their content. But they’re in an aquarium and the way we think a lot of people think is that, you know, they’re content where they are. And so i’m going to live the rest your life, living as a fish in an aquarium. Or do you really want to go through that door? Because the logo for you never know is a door it’s, a partly open door, that’s, possibilities, opportunities. So are you going? Allow yourself, just basically get into the united state of mind and brought and brought in your your world to a beautiful sea of possibilities and opportunities. No commentary e very well said, right? And i think it’s a terrific metaphor also dahna arika head it’s no, this is a great one. This is an uplifting let’s. Celebrate good times right now. That’s pretty much it for today. Everyone, we have a habit of holding onto champagne. We have a habit of you know, now i’m not gonna wear tuxedos with something special happens, you know? But i realized that and it’s kind of fun. I do. From time to time i put in my tuxedo, my wife, we we put it on and you know, we’ll just celebrate that day. We’ll celebrate tuesday, all right? At home, where you go out on your talk, we go on your evening attire, we go out and and we go out and celebrate and people looking like what you celebrate, like celebrating tuesday like and they can’t say that something like oh, yeah, you know, celebrated don’t wait, celebrate today and take the time to recognize what in your life merits celebration and there’s so much and one of the encouragements called take inventory and in order for you to basically receive things in your life that you want appreciate the things that you have already, and we take him for granted, you know, the simple things like the breath in our lungs, in the fact that we can, you know, we can listen, we can hear those simple things we take for granted as we have them all day we have every day. So if you take inventory of all the things that you have, then the other things that you want to receive or things that you want to think you want to achieve a lot easier don’t stereotype standup comics bourelly has some terrific thoughts that i think apply t the charitable sector, and certainly well beyond his book is the you never no book of encouragements, there’s, the door opportunity and below that live a regret list life, right? And while he collins is a comedian and author, and again, he stand up comic credits, all kinds of nbc, cbs, abc, etcetera and well, here, i want to thank you very much for being my first guest at next-gen thank you for having really appreciated my pleasure. This is tony martignetti non-profit radio coverage of the next-gen charity two thousand eleven conference where the tribeca performing arts center in new york city while he thank you again, you’re welcome my interview with while the collins and i want to let you know how you spell his name is w ay l ay while the and his book that you never know, book of encouragements, that first word is spelled, why apostrophe and e v a n o, you never know, and you can always find him. Of course, by just googling his name. We’ll take a break when we return. Tony’s, take two and then maria simple on your prospect plan for two thousand twelve. So stay with me. You didn’t even think that shooting, getting, thinking things, you’re listening to the talking alternative network, waiting to get anything. E-giving you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic readings. Learn how to tune into your intuition, to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. No. Durney welcome back to the show. Time for tony’s take two at roughly thirty two minutes after the hour. My block this week is share my optimism for twenty twelve i can’t help it a tte the beginning of every year. I am optimistic about what’s coming even in january of last year, two thousand ten, early deep in our recession, i was still looking forward to what was coming in two thousand ten i always feel that way, and i’ve hardly ever been disappointed about that. Um, that was last year. Well, in two thousand ten, deep in our recession. Oh, two thousand eleven was our recession. We’re deep in our recession. Even the year before that. Sam is prompting me. It doesn’t matter what year was we’re talking about, sam. I was i was still optimistic. Um, so this year, what i’m looking forward to is among many other things that you see on the block is expanding the reach of the show on itunes. If you’re listening on itunes, you’re one of roughly a thousand a little more than a thousand people listening each week to the podcast on itunes hope to expand that and also due maybe. One or two more conferences than i did last year where were on the exhibit floor like the nextgencharity conference that you heard three interviews from today on there’s other stuff coming up, so i hope you’ll take a look at that. And also, i hope even more important, in that you’ll share with me what you’re optimistic about their only already. Some comments on the block. Please add yours. You’ll find my blogging mpg a dv dot com and that is tony’s take two for friday, january sixth, the first year first show of the new year maria semple is with me maria, how are you doing? Hello, tony! Happy new year! Thank you very much. Happy new year. Maria is the prospect finder she’s an experienced trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donorsearch prospects now again welcome maria. We’re talking about your prospect plan in two thousand twelve that’s right? I thought it would be a great way to kick off our first show together of twenty twelve so i’ve got some great tips to share and i know that you had done a a bit of a survey prior to this show is, well, do we have any results on that? Sure, we do. Look at the she leads right into the survey. That’s. Cool. Um, we’re going to be talking a little about donordigital bases, so the i’ll share one of the questions, which was, do you have a computer based fund-raising and donor management database, and about eighty nine percent of respondents do have a computer based, and then roughly eleven percent do not. So what is your advice around a. A computer based okay, great. Well, actually, i’m delighted to hear that the statistics were as high as they were in terms of organizations that are using one. Um, i hope that those that are using one or are thinking about selecting one, um, do a little bit of homework in advance, and there are some great websites to be able to help them do that. Um, as a prospect researcher, right? Or a fundraiser? Oh, our executive director of a nonprofit organization it’s really important that all those meetings that you have with prospect, all of those touchpoint whether they be through email marketing through, uh, letters that are sent out, annual appeal, etcetera, that all of that is somehow captured and recorded into some sort of a system, and there are wonderful systems out there now to do some advanced research on what to use what to look for. A couple of websites. I want to point your listeners toward, uh, idealware idea l w a r e idealware dot or ge is actually a web site that is, uh, themselves a non-profit that they helped non-profits makes smart software decisions. Um, and they actually have a page on their site. Talking about how to choose software. Uh, they have one that i noticed that was published june twenty eleven. A consumer’s guide to low cost. We have a live seminar coming up january twenty sixth of this month on choosing a low cost, so definitely anybody thinking about this for this coming year might want to check out idealware dot or ge? Um, another great site is tech soup, and this probably won you maybe even touched upon in the past on some of your shows. Tony uh, tech soup dot or ge t ch soup dot org’s great site to help non-profits so forth and you can actually get, uh, low cost and sometimes free technology through them. So both those sites would be great for doing some research and trying to figure out which system would be better. And we’ve also had scott koegler our regular tech contributor, i’m talking about don’t management software several shows ago, but it was it was on a cloud based discussion that we were having, you know, and maria, i think a lot of people just think of the one big player they think of blackbaud and razor’s edge, which is many tens of thousands of dollars to get into, and and i think a lot of non-profits don’t realize that there are enormous numbers of alternatives. Teo razor’s edge. Yeah. There are actually an interesting that you mentioned blackbaud because one of their divisions is e tapestry, tapestry, dot com. They used to be a standalone company and were absorbed a few years back. However, they are one of those cloud based type systems that you just happen to refer to, um, and also very low of low cost entry point, etcetera. So that might be something to think about. I am a stand of using something that is cloud based. I like the fact that the system is, uh, all of your donor information is not actually housed in your office. In terms of in case there’s a fire or a break in or a flood, you know, there’s so many things that could disrupt your ability to just pick up and proceed your fund-raising program. Sam wants whatever the tragedy is, you know, has has passed. Maria, let me let me interject there from the prospect research perspective. What else do you want to see in a donor management system? I want to see something that is very easy to use from a staff standpoint as well as a board standpoint. So the simpler the system, i think the better if they can’t. If a boardmember can have a a meeting with a donor or a donor prospect, let’s say they have a dinner meeting, and then they’re able to go home right afterwards, log into the system. Uh, password protected system, obviously, and record the contents of the high points of the conversation. That’s going to be extremely useful to get with, you know, like a contact report. Dahna filed right away while it’s still fresh in their mind. So i think that’s something that’s easy enough for both staff and board. Teo use obviously password protected and it’s my understanding that you can even have, you know, certain levels of information accessible as well to various people. So something that’s easy to use, easy to produce reports if you can have something that will integrate with sending out email marketing, uh, obviously something that’s going to integrate with the mail merge system of some sort that so that you can do all of your mailings right from that system and capture the information. I love that you mentioned the contact report because that is such a wealth of information when and critical. Information so that when volunteers like boardmember turnover and ceos and fund-raising director’s turnover, the institutional knowledge isn’t lost, its preserved it’s it’s critical because the donor and the volunteers, they remember those conversations, but as staff in the non-profit turns over the non-profit could lose that valuable information if it’s not preserved, right? Absolutely. It’s it is it’s very important, tony. And i know even in your work that you do with plan giving. I mean, imagine, you know, you walk into an organ is ization that has had some what of a decent say, major gift program in place? Um and then they want to introduce ah, more integrated plan getting component and then staff changes. And suddenly you have no idea what conversations have potentially taken place in the past about plan giving. You had captured somewhere it becomes embarrassing to the organization. Yeah, absolutely. You know, because the donor is going to expect that that his wishes, his concerns, his or her concerns were captured somewhere. And it doesn’t matter who he’s talking to with the organization. If it’s a new face, that new face should be well aware what that donor’s intent is for the future and you have some advice around from prospecting within, which is sort of what you’re leading to. It doesn’t have to be leading to a planned gift, but mining that database in your two thousand twelve plan, right? Something that they may want to focus on for this first month or two the year why not take a look at who your top ten gift were in the past year? Okay, whatever that that gives level is for your organization and then taken also take a separate look at what the top ten prospects have been for your organization in terms of lifetime giving. So here we’re talking about individuals ok, way we’ll get the institutions shortly, right? So what? What i’m hoping is that by being able to identify those those people, there may be some cross over there you may want extended even to top twenty, depending on the size of your organisation, but then you’ll have perhaps a nice pool of people that you can begin to think about a great cultivation plan on start putting something on the calendar, maybe a nice cultivation event coming up in the next safe um, it’s beginning of the next quarter, right? So come up with the names what the plan is gonna look like for cultivating these individuals. What the event will look like whether it should be it. You’re home someone’s home at your organization, you know? And you know, morning evening, whatever seems to be the right fit for your organization. Or maybe try both. And, uh, think about a way to cultivate those donors and elevate their gift further. So that’s a bit of reactive and proactive prospecting really combined. Let me define that. I know you don’t like jargon, ok, i was she cussed me out. You’ve been on the show enough times. I could tell exactly as she had the spurs raj and the jailers keys jingling in the background. So reactive research. You have names of individuals, you need to know more information about them. So you have no names and you need to know more about those individuals. Ok, proactive is when you’re proactively trying to come up with a completely new individuals. Ok, so the great thing about a cultivation event is even though you have individuals who are giving to you, why not encourage them to bring a friend? Bring a new person to the table who would also benefit from knowing about your organization? Maria. One of the poll questions was. How would you describe your prospect, research, proactive research, proactive, reactive or a combination? About twenty two percent said proactive, about twenty two percent said reactive, and about fifty six percent said some combination of proactive and reactive, which is what we were just talking about. We’re going to take a break right now and maria simple, of course, the prospect finding will stay with me, and we’ll continue talking about your prospect research plan for two thousand twelve. So i hope you’ll stay with us. Dafs you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing time? Duitz a deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah, zoho. Maria simple and i are talking about your prospect plan for two thousand twelve and i learned that we have a listener in dhaka, bangladesh. I think i know who that is. Hello. Hello, daka. Good, good. Tio, have you with us as well as there are a couple listeners in the u s also, but we should recognize our bangladesh listener. Um, maria. So we’ve talk about proactive versus reactive. What about doing some more proactive research outside of your own database? Okay, so one thing i want to make sure i set aside some time to talk about is setting up alerts. Tohave information pushed to you. Let’s. Get some of this put on autopilot for twenty twelve. Uh, let me talk about some ways to do this. If you, uh, go to google, set up a free google account, you can set up an alert, a google alert on whatever you want. That means that every day google is going to go out on the web and scour it for information related to that word or that phrase, uh, that you’re going to want to have them look for on a daily basis and they will push that information out to you so let’s google do that legwork put push the information to you and you can take a look at the search results as appropriate. Maria, how do you set those? How do you set up alerts in google? You go into google and then there is a spot where it’s one of the options going across the top. It’s not if it’s not there, they’ve moved it. Look under the more tab, and then you’ll be able to find how to set up alert. What i would suggest is, again maybe sticking with your top ten donors set up an alert on their name. Okay. Ah, and this would be a good way to find new information that might that might come up on those donors. Uh, we’re proactively if there are potential donor prospects that you would proactively like to find out more information about, um, somebody that you’re thinking about incorporating into your fund-raising plan at some point in the near future, why not start having google gathered some information and push it over to you? Also, your organisation’s name? Just a great way to keep tabs on how your organization maybe mentioned. Out on the web. Uh, newspapers have alerts that you can set up and, well, okay on, we’re still in the free category, right? We’re talking about free resource is yeah, this is all free. In fact, one of the newspapers that i like to have information pushed from happens to be my statewide business publication, and gabe is, and they actually push news headlines to me. So this is a great way for non-profits to proactively stay on top of what’s going on in their business community in their state, okay? And then have an opportunity to take a look at some of those business headlines and i’ll bet you they’re going to be some gems of information in there on some companies and business owners that they had no idea we were right in their own backyards that are actually very successful while we’re talking about alerts, how do you get the alerts? They you actually set it up so that you indicate what pieces? Well, on the business publication, they just send you business alerts related news going on in your buy-in email you mean that’s a particular email it to you right on google they e mail you the search results on whatever the phrase is that you’re interested in in researching. And i think a lot of these alerts to you can set the frequency whether you want your alerts daily or weekly or something like that. Yeah, yeah, absolutely. On google, i happen to have alert set up to be sent to me daily on certain phrases that i’m interested in keeping tabs on prospect research, high net worth things of that nature, another source that actually is foundation related. So this will help us to segway into what we want to look at in the foundation world as well for our twenty twelve prospecting plan. Ah there’s a source called foundation search dot com that is one of the foundation research sites, right? But one of the things that you could do with them is set up a free email alert. When new foundations are registered in your state, you will be emailed and alert indicating that a new foundation’s been registered. So this is a great way again. This is a pro active measure on your part. Stay on top of new foundations. New family, foundation’s being registered thiss would potentially give you an opportunity to get in the door a little bit sooner than maybe one of the other non-profits state and that you are elegant was foundation search dot or ge dot com dot com foundation search dot com excellent. All these free resource is, you know, one of the whole class went out, that one is actually a fee based. I didn’t want to leave out only because they do have that alert service within the foundation community, which sometimes non-profits are really looking for that extra edge. One of the poll questions was do you know that there are lots of free resource is for prospect research, and only twenty two percent of people said yes, and the other seventy eight percent said no, i better listen to the show. So i hope that they are doing that because we’re just maria has just given you three or so free resource is that looks like about another free prospect research tool site for your twenty twelve plan and just about a minute and a half, we have left. Okay, well, i have a bunch of them aggregated actually in a free down. Tell us where where do we get the dunlop found my website and it is a free resource called going beyond google to research your prospects so that one has a number of resource is in it. But one that i thought i would highlight. Let me before you go before you go further, let me just remind people that your site is the prospect finder dot com. Right. Okay, go ahead, plea. And what you can do is one of the resource is that i was thinking about the great toe highlight because it’ll help point you in the direction of both businesses on business. Bonem maria, we just have about a minute left. Okay? It’s reference yusa you can get it free through your local libraries. Could do it search based on your criteria, the types of businesses you’re looking for on again, this is a great way something for you to do proactively first quarter of this year and figure out a way to implement and integrate these new businesses that you find a small, medium, successful businesses in your communities. I hope that seventy eight percent that didn’t know about the free resource is are listening. Maria simple is the prospect finder. Her book is panning for gold. Find your best donor prospects now and she’s our regular prospect research contributor maria, thanks so much for being on again. Thank you so much. Happy new year, everyone. Thank you. We’ll talk to you in february. I want to thank maria simple and also abby falik charles best. And while he collins for sitting down with me in a very busy day at the next-gen charity conference and my thanks also to the leaders of the next-gen charity conference next week, podcasting primer john federico, principle of the new rules and our remote producer for this show will be with me if if you’re not listening to this show on friday, january sixth, which those of you who are now with me are doing, but for the thousand or so people after today, you already know what podcasting is because you’re listening to one, but john is gonna have is going to explain how to do podcasting as outreach for your non-profit how to get started with budget and gear and content and format and strategies. Maybe you will start your own internet radio show, but don’t call it twenty martignetti non-profit radio. That name’s taken scott koegler will also be with me next week, he’s, our regular tech contributor and the editor of non-profit technology news, and we’ll be talking about twitter organization pages what are they? Should you jump in? And if so, how should you get started? Keep up with what’s coming up on the show. Sign up for our insider email alerts on the facebook page. If you like the show like us on facebook, click that button you know you can listen live our archive archive go to non-profit radio dot net non-profit radio dot net that will take you to our itunes. Paige subscribed there and listen anytime on twitter. You can follow me! Use the show’s hashtag use it with impunity that hashtag is non-profit radio we’re gonna have a guest tweeter next week guest live twitter next week is going to be dan blakemore. This show is sponsored by g grace and company. If you’re worried about the rising costs of rents for your organization or need to capitalize on real estate, you’re non-profit owns gee grayson company provides you and you’re bored with analysis, so real estate decisions are made with transparency and thoroughness. George grace has been advising non-profits on their real estate decisions for over twenty five years. G grace dot com, or eight eight eight seven four seven two two three, seven. Creative producer for tony martignetti non-profit radio is claire meyerhoff. Janice taylor is our line producer shows social media is by regina walton, of organic social media and the remote producer, and my guest next week of the show is john federico of the new rules. I help people with me next friday, one, two, two p, m eastern on talking alternative broadcasting, where you’ll always find us at talking alternative dot com. Oppcoll i didn’t think that shooting the ending. You’re listening to the talking alternate network. 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