Tag Archives: Jen Frazier

Nonprofit Radio for April 13, 2026: Responsible AI Adoption & Ethically Using AI

 

Jen Frazier, Kate Dreyfuss & Ben Freda: Responsible AI Adoption

We continue our coverage of the 2026 Nonprofit Technology Conference (26NTC), with a panel that helps you find the low-hanging fruit for AI at your nonprofit. They share their 5-Step framework for deploying AI in small, thoughtful steps. They’re Jen Frazier, from Firefly Partners; Kate Dreyfuss at New Music USA; and, Ben Freda with BFC Digital.

 

Chris Rosica & Bethany Friedlander: Ethically Using AI

Chris Rosica and Bethany Friedlander share 5 strategies to create compelling web and social content with AI, keeping in sight ethics and risks: Ideation; targeting; optimization; repurposing; and, staying human. Chris is from Rosica Communications and Bethany is at New Bridge Cleveland.

 

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And welcome to Tony Martignetti Nonprofit Radio. Big nonprofit ideas for the other 95%. I’m your aptly named host, and I’m the pod father of your favorite hebdominal podcast. Oh, I’m glad you’re with us. I’d be forced to endure the pain of ende or Titus if you inflamed me with the idea that you missed this week’s show. Here’s our associate producer, Kate, with what’s up. Hey Tony, I’m on it. Responsible AI adoption. We continue our coverage of the 2026 nonprofit Technology conference with a panel that helps you find the low-hanging fruit for AI at your nonprofit. They share their five-step framework for deploying AI in small, thoughtful steps. They are Jen Frazier from Firefly Partners, Kate Dreyfus at New Music USA and Ben Freda with BFC Digital. Then Ethically using AI. Chris Rossica and Bethany Friedlander share 5 strategies to create compelling web and social content with AI, keeping in sight ethics and risks, ideation, targeting, optimization, repurposing, and staying human. Chris is from Rossica Communications, and Bethany is at New Bridge, Cleveland. On Tony’s take 2. Tales from the gym. Meet chatty Sam. Here is responsible AI adoption. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. You know that that’s the 2026 nonprofit technology conference that all these smart tech folks and and tech users, this is not strictly a conference for tech employees, tech tech professionals. This is also for all professionals who use technology. So unless you’re still using index cards as a CRM, you are using technology. odds are. You’re using Microsoft 360 most likely, so 365, 365 or 360? 365, 365. It’s all it’s every day of the year, Tony, every day. Well, it could have been 360 degrees. I did take 5 days off. All right, yelling. It could have been 360 degrees, degrees of a compass. I was a Boy Scout. Now you’re mocking the Boy Scouts. I am. We haven’t even, we haven’t even introduced, all right, I’m gonna, I’m shutting our mic off. That’s it, we, we now have two panelists instead of three. All right, so we’re at the 2026 nonprofit technology conference in Detroit at Huntington Place. With me now were going to be Jen Frazier. She’s no longer, but she’s she’s no longer a guest, but she’s still CEO and founder of Firefly Partners. Also Kate Dreyfus, director of communications at New Music USA, and Ben Freda, president at BFC Digital, almost like BFD should have been BFD Digital. Big fucking deal. That’s right, VFC, man. Whatever. There’s still time to change it. I mean, he changes that stuff all the time, so, alright, uh, and their topic is low hanging fruit, clearing a path for responsible AI adoption. At your organization I I I trimmed off at your organization. I think that’s understood, but low hanging fruit, clearing a path for responsible AI adoption. um, Jen, you’re you’re the best person I think to give it just an overview of the topic, please, please, yeah, so I think right now obviously lots of folks are excited and a little bit overwhelmed by. Sort of the idea of AI and what can I do with this amazing kind of new technology that has come roaring into our lives and so what we wanna do is just give a quick overview for folks about how to take some of the overwhelm and to really just boil it down to some pretty concrete simple steps to get started so we have a. A nice 5 step framework that um Ben and I, well Ben really developed and Ben and I’ve been using with organizations to sort of help them just really take all these ideas and all the sort of hype all the crazy and boil it down and get simple and get clear within. Inside your organization and take some concrete steps because there’s so much that is possible and so we really just wanna make sure that people are like how do I get out of like you know I’m in I’m paralyzed with the overwhelmed and get out of that space and really start taking some steps forward. All right, thank you. We’re gonna turn to uh Ben then since. We have a 5 step. We have a 5 step framework. We got a step by step roadmap, and then, uh, Kate will figure out, we’ll see how you, so it looks like 2 consultants and a and a client. Is that, is that essentially the, OK, OK. The client, the client is flanked. She’s a bit, um, she’s flanked. She can’t get out the center of the universe. Kate is sitting in the middle between Jen and Ben. Oh, Jen and Ben. Oh, I just, I just that it all works out. All right. Uh, alright, so Ben, why don’t you wanna acquaint us? Why don’t you just like take off the five steps and then. We have we have time to go into, but just tick off our five step framework for AI adoption, uh, that, that is a low hanging fruit, the low hanging fruit, that’s what we’re focused on. So we’re, you know, so many of our clients ask us how do we start, right? Because they’ve heard all about this AI stuff. How do you start? And so we’re trying to give people a real simple sort of process to follow, just the simple stuff. We’re not asking people to do big projects. We just want them to dive in to start to feel like they can get some workflow improvements, some efficiencies. So there’s really 5 things you gotta do. Gotta do them real quick. Let me see if I can remember them. If I can’t, Kate has done this in her real organization for in real life. So rather than it being all theoretical, she can give us the real down low, but that noise is Ben slamming his hand on the table for emphasis. We have to admonish Ben, stop, stop doing that. I like to add a lot of extra junk noise. I’m usually doing this that’s quiet, so yeah, she shakes her hands. I just hands by her head. That’s fine. That’s a lot of fuzz. OK, 5 steps ready. So I can do it. Number 1, learn. Spend 2 hours getting all your staff up to speed on the basic, uh, basics of what AI is, what it’s good for, what it’s not good for, OK. Number 2, jam sessions. Just brainstorm with people about their own jobs, not about AI, but about their own jobs. What do they hate doing? What’s annoying? What. Makes them groan when they think they have to do it, right? Step 3, toss every idea you’ve heard into a big list. So, step 3, big list. Step 4, prioritize, right? So, look at everything on that list, figure out what’s high effort, low impact versus high impact, low effort. Prioritize according to that. Step 5, pick your top 23 things and write up a 1-page description of it. Blueprint, what is it good for? Why are you doing it? What might the technology be involved? What, what technology might be involved in doing it, then you run with the top 23. That’s it. OK, all right, we’re gonna turn to Kate. What, what, what was uh new music USA facing before the, the innovation that uh that uh BFD go with it. I love it. I love it that BFC and uh and Firefly brought to you to the new music. Sure, so New Music USA, we are a national. Nonprofit organization that focuses primarily on grant making for musicians and arts organizations and we’re a team of 10 people do grant making to individuals, yes, individuals, ensembles, venues, and we also provide mentorship opportunities as well. So where we were, uh, I think some of our team was using tools like chat GPT on their own but without any guidelines or real understanding of how to use it. And our connection with BFC is they helped us build our website about five years ago and BFT BFT, yeah, as of now, as of now it’s over, but um I’ve been, I’ve been working with Ben and his team since I joined the organization in 2023 and uh Ben and I were just chatting about. AI in general and he offered a training for our organization back in the fall of 2024 so we all got together and just had a learning session with Ben about what large language models are and how they work and I think in the beginning we were all quite intimidated and we just didn’t know where to start. We know that these tools are important and that. Everybody is going to be using them and everyone is starting to use them now, but it’s, it’s hard to know where to start, especially if you are, you know, a team of 10 with lots of competing priorities and tasks. It can feel overwhelming so that’s, that’s where we started just, yeah, let’s start with, uh, with the, the first step in the framework. Let’s stick with you, the, the brainstorming. Uh, how did, everybody, everybody did everybody contribute? Was it so, so, uh, Ben and I worked together to basically decide which members of our team would make the most sense to, to brainstorm with. So we chose myself, director of communications, we chose my colleague Nathan, who’s our communications associate who manages our social media, and we chose our development manager Valerie, who does all of our institutional grant writing. And these were the 3 people we felt could. Identify tasks that are repetitive that require grunt work where simple AI tools could help just alleviate some of the the burden of repetitive tasks simple tasks very simple because we’re after low hanging fruit here yes we’re and we’re not trying to replace anybody’s jobs we’re trying to just cut back on repetitive tasks that take a lot of time. OK, uh, so Jen, um. Jam session number 2, step number 2 in the framework is, uh, I believe is that the jam sessions or that’s jam sessions. That’s right, jam sessions. So after brainstorming, then jam sessions. What, what’s, what’s the difference between a brainstorming session and the? I mean, that’s basically the same except for jam you’re eating, obviously. No, I’m just kidding. Um, did I, did I mix up the framework? Step one is step one’s learn, learn. Oh learn. Oh, see, well, you’re all suffering with a lackluster host and Kate, Kate, Kate was too polite to say. You’re wrong. Uh, step, step one is not brainstorm. All right. Step one is learn. So step one, alright, so, OK, they did the learning. She said they, they talked to Ben. They got some training. That was the biggest thing like what is this and what does it do and what does it not do? Once you have that framework, then you can have your jam session because then you’re like, oh, OK, these ideas are percolating. But to Ben’s point. You’re not immediately diving into OK how is all that stuff I just learned gonna help me you actually stop and come back and go, what’s going on in my job? What do I hate doing? What are the things that I take like this this sort of grunt work, the repetitive task what’s stuff that I’m like oh my god, I hate sitting down with a blank slate looking at. Um, emails I need to go right back to all my grantees. I know they’re gonna be, it’s the same stuff every time, but it takes me a while to find everybody, do the things, write the note to everybody, whatever. I have to go research. I have to go dig through papers. I do whatever that’s like a lot of just sort of like, uh, I hate that part of my job. So you don’t even really get into like, can AII help me with this yet? Like Ben said, you’re just really like, let’s talk to everybody about their jobs. So the jam sessions are more about like, hey, let’s just actually talk about your day to day and what’s the stuff that’s sort of is a drag. That’s your jam session. I know it doesn’t sound like a jam session, but it is because it’s, it’s also very cathartic because you get to like talk it out with your, with your teammates and be like, Oh, this is kind of a drag, and you’re like, Oh dang, OK, great, I can help with that. But let’s not get to that yet. Let’s just say, tell me what you actually literally don’t love about your job. Just get it out. It’s good therapy. It’s get it out, and then you can be like, Great, I could probably help you with that. OK. And, and it’s new Music USA, so a jam session is, is appropriate. It could be even every day. Alright, um, OK, so now we have our big list. We’ll go back to Ben, back to Ben on the end. Um, what, what’s, what’s our big list, uh, step look like? So big list, there’s the normal way of doing this and then there’s the technologically you get like an A plus way if you do it, which is to use AI to help you. With you, OK, we don’t even wanna go there necessarily normal. The normal, the normal way is to listen to, to people in jam sessions and any time an idea comes up, hey, I wish, I, I hate, like Jen, you know, like Jen said, I hate writing emails to all my grantees because they’re all the same. There’s there’s a little bit different thing in each one, which is kind of annoying. You write that down, that’s all. Write it down and make a list and so as you do that by the time you’ve done these jam sessions you’ve hopefully got a list of, you know, 1520 things on it. So that’s the base, that’s the normal way, OK? If you want an A plus in AI stuff, OK, OK, the AI version would be to go to, you know, a quad or something like that. Record all the meetings, by the way, that’s the key. So record the jam sessions, then you download the transcript, right? And you’ve got all the words in the transcript, and that’s all these AI tools work on. They just work on words. So you’ve got all the words in the transcript. You take the transcript, dump, dump it into cloud or JJBT, whichever one you wanna use, doesn’t matter which one, and you say. Hey, I’m doing a jam session, and the purpose of this jam session is to find everyone’s grunt work, right? The things they hate doing, the repetitive, the road stuff that maybe AI might help with, and can you read through these transcripts and pick out ideas that you find? There you go. So you could do it the computer and the AA plus plus plus way is to do it both ways and then combine them and compare, yeah, compare and combine. OK. Do we know yet whether all the items on our On our, on our, uh, big list are are AI achievable? We do not know. We do not know, and a lot of times they won’t be exactly. So that’s what the next, so then you go on to the next step, right, the prioritized step. So I don’t want to skip ahead on my steps. OK. Where, where is there anything more you want to say about, uh, about step three? The, the, the big list? No, I don’t think so. I mean, we covered the big list, list, how, how, how many items do you remember? What, what was your, so, or between, so, so Ben met individually with me and my two colleagues, and between the three of us we came up with a list of 15 possible use cases. Give us a couple of examples of. Sure, uh, well, the easiest one is an AI note taker, um, but things like, so we publicize our grantees on our website to do that we have to create a lot of profiles for each grantee, so like 150 profiles per year in WordPress, so very simple repetitive task that takes a lot of time, that’s one, an AI writing partner for social media strategy is another example. Let’s see what else one more if you can think of one, sure, uh, a knowledge base for grant metrics. So basically loading all of our existing grants into cloud and then making it easier for our grant writer to find metrics from past grants and update them just to save a lot of time. OK, all right, cool, uh, now we’re prioritizing Jen. Why, why don’t you, uh, lead us through this, I think that, you know, honestly that’s a big one where you, I mean, again, the list that you’re making usually isn’t like, well I’m gonna do this in cloude or I’m gonna do this in whatever you just say like I really hate it when you’re, you’re. She’s already gone through all the steps, but when you’re first doing it, you’re usually just saying, God, I really, I need to, I need to go back through all of our past grant applications or I wish I could go back through all my past, you know, applications and pull really great information out of that. God, I wish there was a way to do that. Then you figure out that AI could do that so like we said, there’s usually a list of things you have to go through them and figure out which ones are actually going to be kind of the most AI. Friendly, you know, like these are gonna be the achievable, but back to Ben’s point, you’re literally looking at like high impact, low effort, so you have your think of a little grid. You’re like impact over here and effort over here and one is X and one is Y, right? So you’re looking at high end so you then as a group you kind of map them out and you go how many people in the org will be impacted if we implement this solution that’s gonna be a high impact solution and it’s actually not gonna be that hard obviously rolling out. AI note taker is like the lowest effort thing you could possibly do, and it will have a huge impact on everybody in the entire organization if you roll it out properly so that’s the easy like boom boom it’s it’s a it’s a double win, you know if you go, I wanna create some fairly complicated custom, you know, thing or whatever you’re like oh that’s a high effort and it’s only really gonna impact maybe one or two people on the team. We’re gonna put that in the let’s get to that later list so that’s where you, you make a grid and you put you plot all 15 things out on that grid with some maybe some help from then your consultants because that you’re like I don’t know how difficult this is to implement and so that’s where really the. The folks who’ve been doing this work can kind of jump in and be like, oh, that’s actually a pretty high effort. It’s not, uh, I know all the, all the marketing says it’s really easy, but actually that’s gonna take a little bit more time than some of these others. So helping a group sort of sift those things onto the grid, it’s easy to sort of pick out the top 23 if you’re ambitious, maybe 4, of those high impact, low effort. How long is this 5 step, uh, framework take to work through at an organization that has like New Music USA 10, you said 1010 employees. OK, so how long did it take you? Well, it’s still very much in progress. I mean, you know, like, like everything, it’s a matter of, uh, prioritization so I mean. You start then, when did we start? Was it we really started in earnest in the fall, right? Yeah, so it’s been 8 months or so, yeah, roughly 6 months, yeah, I would say about 6, yeah, yeah, maybe even less. And now you’re at the point where you’ve got your list, yes, so we are now starting the implementation phase. We, we have our, our top 4 that I alluded to, and we’re gonna start with implementing 2 of those 4. OK, so you’re at the top 2 to 3, uh, and the blueprint. You’re in the blueprint phase. What’s, what’s this blueprint all about, uh, Ben? Well, the blueprint blueprint is supposed to be more detail on each idea, and you want to capture, uh, what you’re what you’re trying to replace. So what is the pain point that you’re trying to replace? So what is the thing that people hate doing? That AI is gonna do, um, how’s it gonna do it for you and hopefully a little bit about how it’s gonna be implemented again, you might need some contractor help or, you know, do some research on this, but a lot of times it’s gonna be, hey, we just have a custom prompt that we’re gonna put into a cloud. Other times it might be, hey, we need to connect Zapier with in a. AI system or something like that. Um, but you just want a page or two on each idea and the reason you want that is so that you can take it and hand it to somebody to implement for you. So it’s either maybe somebody on your team or in your organization or it’s somebody you need to hire from outside, um, but it’s like at least a sort of a concrete, you know, not just what this why this exists and what it’s gonna do. But a little bit about how, how it should be done as well and if I may add, I think the blueprint is also very helpful if you’re in a position where you need to get leadership buy-in for implementing such a tool. Nonprofits are slow to adopt to new technologies which is, uh, and I mean arts nonprofits I think are even slower in many cases. So, um, you know, having this blueprint was extremely helpful. I was able to send it to our CEO and say. These are 4 tasks that we can undertake. This is how much time it’s going to take to implement them and how much time it could save us in the long run. yeah, yeah, exactly, and, uh, metrics like this are so important and the blueprint really helped establish those and helped me get leadership buy-in so and then it’s uh implementation. OK, OK, um, you’re gonna talk some about ethical issues around AI, I believe that’s what, that’s what you’re, uh, responsible adoption, there’s a little bit of responsible adoption, yeah, flesh that out for us. I mean, essentially we, there’s, I think we kind of because we only have a 30 minute session we can’t touch on everything, but we do talk about, um, at the beginning a little bit of just about again like backing up to saying like we understand. There are a lot of considerations to go into using these technologies um there’s a lot of um focus right now on the environmental impacts of data centers and things like that so um and. The politics or the. Ideologies of the folks who run the various uh companies that do um the large language models that we’re using right now, the generative AI that most folks are using, so mostly we just wanna bring um some of those ideas, uh, to the fore. We don’t have a lot of time in our session to talk about it, but we can do a whole other, I mean, I’m sure there are other sessions at the NTC this year about the ethics, um, around. Using the tools so it’s also there’s a lot of thoughts about like uh what does it still mean to be the original creator of something? What does it mean now when all the ideas of all of humanity are basically in a giant robot machine and it’s you can spit it back out of you so there’s all these different sort of ethical theoretical ideological considerations, environmental, all these things and it’s just important for us to help people understand. In the learning part we very much say go to some learnings that actually really dig into some of these things if you don’t know about these things already you should educate yourself and then. Like in a session I had on my untangled a couple weeks ago, it was like talk about these things as a group inside your organization. She drops the name I did the podcast. I did, but she did it so obliquely that it’s, probably not even noticed. I just called it out, of course, but man, it’s called, it’s called Untangled. Brian Miller and I were talking about exactly these things to do before you get going, which is to say as an. Organization, where are we with our values and what kind of, um, you know, organizations do we want to work with whether it’s the AI tool or the vendor that you know prints our posters or whatever we need to think about that as an organization you probably already have those conversations about other vendors or other folks you wanna partner with your AI tools are no different, so it’s like how do we want to take our ethics and our values and make a values aligned decision about what tools. We’re going to use and how we’re going to use them as an organization. I like your analogy about working with other partners, consultants, partnering with other nonprofits. I mean you would, you would consider their, their values. You would, uh, you should do the same here. This is, this is a partner. That’s, that’s, that’s a great analogy. And let me, let me add one thing about our framework. We’re about to wrap up now. I want to thank Jen Frazier, Ken, no. I got him. He’s got him. He got him. He’s like, wait, what? I was like, Oh, my mic’s off. I think I turned it off. It happens every time. Please, please, um, so framework wise, by the way, you can actually download our framework from our session notes from our session if you want. We have a little framework handout. Ethics is captured in part 5, OK, which is the blueprint and execution phase. As you do that, you want to, every time you implement a new tool, you wanna update. This thing which you should have called an AI use policy for your organization and so the process of creating one of those should hopefully capture your ethical stance on this stuff you should consider what you wanna use, what you don’t wanna use and put that into your AI use case or AI use policy. Every time you finish, you hit, you know, step 5 and you start executing on your ideas, you wanna go back to the AIU’s policy and add whatever tool that you’ve created or adjust what you have in that policy to reflect the tool that you have adopted or the thing that you’ve created. Can we spend a couple of minutes on the environmental impact? I mean. The environmental impact is unavoidable as soon as you start entering prompts and then massive data centers are churning through your prompt and going through their quadrillions of bits of data and so the the. The environmental impact is unavoidable from, from, from the get-go. If, if you are uh aligned with. The, uh, you know, sort of climate change mindset and that climate change is a is a is an issue for your, for your nonprofit, even if it’s not your work, but it’s part of your values, then, then you have a, you have an unavoidable. How do you reconcile that conundrum that you do that’s uh, you know, a dissonance. Yeah, so, so this is how I think about it. Everybody should think about it in their own way, do their own research, figure out, which is a terrible phrase to use, but do research, figure out how you feel about it. So. The way I think about it is there are environmental trade-offs about everything we do, so drive a car, right? You should probably if you can take the bus, take public transit, not contribute to climate change, right? But there are good things about cars. There are ambulances, for instance, which can take people to a hospital, so it depends on. What you’re using it for, right? So do you wanna use AI to write yourself jokes to make you laugh before bed? Probably not. Are you using AI to change the world in a better way, uh, and that’s gonna be super impactful then you know you wanna think about it. The other thing to think about is the context of the environmental, the actual, you know, the actual data about what. How, how the, the data centers impact the environment is a bit opaque. That’s I think the biggest problem with using these tools is that we actually don’t really know how much energy they use and how much water they use. It’s hard to extract that information from the, you know, the systems that are in place. On the other hand, we do know that Google’s largest data center last year. Used as much water as the average golf course in the United States. That’s the golf course. So what’s more useful? What’s more you know, what contributes more to the world? I would argue, you know, a data center, but maybe not, you know, it depends on your perspective. If you’re a golfer, maybe not, but it’s, I think about all the golf courses on the planet and the. Places also where golf courses are. Let’s go with Palm Springs or Arizona. Same thing. It’s like ridiculous amounts of water that goes into a very luxurious, I think, um, elite elitist, yeah, elitist sport that’s very expensive, blah blah blah. So there’s that, there’s, um, the environmental impacts generally right now are, um. Water consumption is the biggest thing and obviously um but there’s other impacts about like where are they building the data centers who are who’s actually staffing the data centers what people are what folks what’s happening in that community a lot of folks are actually fighting. The building of data centers in their local communities and things like that. So there’s, you have to kind of like dig into it. But to Ben’s point, it’s very hard to find this information. They like to hide it from you as much as they can, but there are different ways. So I’ll just drop another name. There’s an organization here called Change Agent, which is an open source, uh, based and very, uh, uh, an AI tool that’s just like, uh, Chach BT or Cloud, but. They’re built from and within the social sector so shout out to those guys they will give you a rundown of how they are combating the environmental impacts of the data centers that they’re using to process their stuff and so they do a lot of carbon offsets they they do a lot of work internally as an organization to already think about this and combat that so they’re again because they’re from the space they’re already thinking about this and they’re like hey. We know this is a problem we have ethical problems with it, but yet we also see huge benefits from organizations being able to use these tools, so they’re a good one to also just look at if you’re considering AI tools. And Kate, I’m gonna give you the closing word, but how did the New Music USA reconcile the the environmental impact with the, the return on investment that you that it expects to enjoy from. I think using the uh yeah picking up the low hanging fruit with AI sure I mean I think the way we’re thinking about it is more in terms of you know these tools are here and are going to be broadly used and adopted by most organizations and most people so our take on it has been how do we learn to use these tools that are here as responsibly as we can use them. All right, perfect way to start. That’s, uh, to end. That’s uh Kate Dreyfus, director of communications at New Music USA. With Kate is Jen Frazier, CEO and founder at Firefly Partners, and Ben Freda, president of BFC Open Peren BFD Close Peren Digital, whichever you prefer. Now, the name of the company is BFC Digital. Ben Freda. All right, Jen, Kate, Ben, thank you very much. Thank you and thank you for being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. It’s time for Tony’s take 2. Thank you, Kate. We have a new character in our ensemble at the gym. Community gym that I go to. Uh, this is Sam. Now, Sam, uh, is the gentleman who invited me to sign Jerry’s birthday card. Remember Jerry, who I don’t know, but I recognized him when Sam told me where he sits because he sits at the same bike every single time and he’s turned 91. I signed his card. That was Sam who invited me to do that, not because Sam knows my name, but just because he sees me a lot. So, he invited me to sign. Sam is, uh, Sam is interesting. He’s very. Uh, talkative. Um, he’s, he’s, I think he’s north of 80. He’s got a, this great shock of white hair, all pure white hair, slender, tall. I believe he was in the military. I think I’ve heard him say through the years that I’ve been going, I, I, I, he was in the military. You may have even flown, like a navy, maybe a navy pilot or something, a navy flyer, not necessarily pilot, it could be backseat, some aircraft, but Um, I have to, I have to get a little more bearing on, on Sam. So I just, but I just learned his name. That’s why I’m introducing you to him. I didn’t know who he was, but I heard, uh, him introduce himself to someone else. Yeah, he’s, he’s, he’s chatty. Um, like, he walks around to the different stations and different machines and people and, I don’t know if he’s interrupting, but he’s, he’s imposing. You know, he wants to talk about, he talks about sports, he talks about politics. Uh, he talks about, uh, town stuff, like, you know, events that are coming up, you know, like we had, uh, we had, uh, Saint Patrick’s Day last month, festival, things like that. But he’s, he goes around and he’s, uh, he, he, he is slender, but it’s not because he works out a lot because he’s, he does more walking in the, in the fitness center than he does actually working out at machines or weights or anything. Uh, he’s, um, He, uh, he, he likes to, he likes to tell stories and talk to people. So. That’s Chatty Sam, very nice guy. Well, if you can put aside the food aside the fact that he’s imposing on everyone’s workouts. He doesn’t impose on mine. Uh, and because I’m on the elliptical, or I’m down on the floor and I’m panting as I’m doing my planks and so, plus you’d have to bend down to talk to me. So I’m inconvenient. But, uh, he talks to a lot of people, unless you’re, I noticed, unless you’re on the treadmill, the treadmill, he, uh, he avoids. But if you’re at any of the machines, or even on the bikes, He comes over for a chat. It’s a little much, a little much, uh, I believe. That’s Chatty Sam. And that’s Tony’s take too. Kate So do we know if the guy ever got his birthday card? Oh, Jerry did get his birthday card. Yes, but it was about. 2 weeks late, because he didn’t come in at the same time Sam was coming in with the card. So by the time they got together, it was about 2 weeks after. Uh, Jerry’s birthday. It’s still the thought that counts. Absolutely, absolutely. And he’s probably still, I’m sure Jerry’s still scratching his head. It keeps him up at night. Who’s the person who signed Jim Rat? Who could that be? Who’s Jim Rat? We’ve got just about a butt load more time. Here is ethically using AI. Welcome back to Tony Martignetti nonprofit radio coverage of 26 NTC. That’s the 2026 nonprofit Technology conference. We are all gathered, all these technologists and technology users in, uh, Detroit, Michigan. With me now are Chris Rossica, CEO and president at Rossica Communications, and Bethany Friedlander, president and CEO at New Bridge Cleveland. Chris, Bethany, welcome. Thanks, Tony. Thank you. Pleasure. Have you both. Your session topic is 5 tips for ethically using AI to develop compelling website and social content. Chris, I’m gonna ask you to just give us a high level overview to start us off. Sure. Our room was pretty packed with mainly nonprofit executives who were really based on the title of our topic looking for ideas and how they could use AI to generate content uh whether it’s for their for an article or a blog, how to repurpose that content for social media. Also, how to leverage earned media coverage, say, um. An interview with Bethany Friedlander from Newbridge and take that interview and turn it into say an e-newsletter for stakeholders so it was really about utilizing AI in ethical ways of course but utilizing it to really integrate. And diversify marketing communications so it’s less taxing on staff to do that work and it makes it more feasible to do the work that in the past may not have been a priority based on. Resources resource limitations and lack of qualified personnel to, to do that work. All right, thank you. That’s ideal. Thank you for that, um. Now, uh, Bethany, are you a, a client of Rossica Communications? Is that the relationship here, client and consultant? Yes, we actually met at South by Southwest EDU. We sat next to each other at a breakfast and have developed a really strong relationship, um, primarily working on elevating the story of New Bridge Cleveland. We’re a smaller nonprofit. Uh, and so, uh, looking to frame that story, how do you become not a nice to fund but a must fund, and how do you do that, particularly bringing national money into Cleveland, which is not a place where a lot of national money finds its way actually we have a very robust local philanthropy but not nationally. OK, and, uh, before working with, uh, with Chris and Rossica, what, what, what was your experience, if, if any, with artificial intelligence using. I think we were probably in the same place a lot of nonprofits are, which was, is this cheating, right? We’ve, we answered the same grants 15 years in a row with the same questions. They’ve never changed the application. Um, is it cheating to use AI? And I would say no, we have our own blinders on about the language we use to discuss ourselves, and I think it’s important to have an opportunity to have that looked at, challenged, and improved. OK, um, Chris, why don’t you, uh, walk us through, you have. You have 5 strategies of uh of uh ethically using AI for web and and social content. Can you talk can you just tick those off and then we’ll talk through? Sure, sure. So the ways that you can use AI include positioning and messaging. And help frame to frame the story. Uh, the second is for repurposing. Content for stakeholder communications. Uh, the third way or that you can utilize AI is to help you expand your website content, and that includes articles, thought leadership articles on your site. The 4th is to utilize these tools to help you. Be more searchable online. So AI search today, Tony is huge and. Many nonprofits were struggling, are struggling or still struggling with search engine optimization. Now you have AI search and how do you rank, how do you rank in AI search? So that was another key topic we spoke on and then the last is really creating your brand persona and how do you stand apart? How do you differentiate your organization? OK, OK. Um, around the, uh, the, the ideation, you know, thinking about the brainstorming, how you might have started using AI at, at, at New Bridge Cleveland, Bethany, what did you, was there a brainstorming session or, or meetings or like how did you decide where, where the, the. The best use cases would, would be to begin. Uh, so a number. So first of all. So, a lot of different opportunities, right? So one of the biggest for me was how do you choose character limitations and grants. So you can write the most eloquent answer in the world and if it doesn’t fit within 250 characters, so it’s fantastic as a tool to take you and edit as an editor. Also, to, um, help you brainstorm, so the opposite, right? So sometimes I know exactly what I wanna say and I’m not saying it in a few enough characters and sometimes I don’t know what I wanna say at all and so I can start in a very casual way throwing ideas and and I and words into into AI and then getting back the brainstorming that then I can then further refine. Chris, any, any thoughts on this ideation phase? I think that. Having AI really get to know you and what you’re all about is critical and Bethany’s done a great job of doing that, of educating the AI of prompting it, of having it really explore what her brand is all about. Most websites today aren’t up to date with people’s messaging. Why? Because all organizations evolve. All nonprofits are, are evolving. The landscape is very it’s challenging right now because federal funding has been cut across the board. And how do you stand apart and diversify your funding mix, right? And that’s one of the things that New Bridge has done a great job with it’s. Really giving AI all of the information and they’ve also updated the website too recently with very current messaging um again many fall behind in that area, not just nonprofits but across the board corporations too as well so that’s something that I’ve seen really pay dividends to Newbridge and Bethany I’m sure has a lot. To say about how she works to inform the AI and really let it get to know her. So I throw every email that I write into it with the quote uh with the prompt of make this better. I may or may not use the change, but every time I do that it’s learning my language. It’s learning my phraseology so that then when I ask it to create something new, it’s creating it more and more frequently and tighter and tighter closer to my own voice. We’re also a fairly complicated nonprofit in terms of how we do the work, and that’s been a challenge since our inception to explain to funders and so. Allowing, uh, myself to engage in a dialogue with AI to say which parts of this are the most resonant with the uh with the with the audience that I’m trying to get to and not. And understanding that it really only matters that it’s heard, it doesn’t matter what I’m necessarily prioritizing, so letting it do some of that work for me and acknowledging that I may not be the best lens, we’re very close to our work. I don’t think there’s a nonprofit here who isn’t deeply passionate about their mission, deeply resonant. That can be a huge limitation to your success because it puts huge blinders on you and the language you use to describe your work. That’s interesting, yeah, yeah, um, when you’re, uh, when you’re uploading everything, including your emails, are, are you, you, you’re doing this to a, to a learning base that is unique to, uh, to Newbridge? It’s not, this is not in the public domain, right? Well, and that’s a funny question because I am giving it a tremendous amount of power and information that it can use then to improve other nonprofits, right? But I think it’s still worth it to have that refinement. To, um, and I would say now, uh, I would say about 85% of what it writes. I clearly hear my own voice. I, I no longer question it does not seem like a foreign entity, but that’s also because I have my own account. I don’t let anyone else use my account, so it’s only getting input from me. It’s not getting input from the entire organization. OK, OK, but, but it is one of the public models. Yes, it is, it is. OK, and so that doesn’t, I mean, every email, maybe not every email literally, but you know if it’s 95% of your emails or even 75% of your emails, that that doesn’t bother you that. That they’re now in the, is it right to say they’re in the public domain? Well, they’re they’re they’re in the domain that that this large language model which what what do you use? chat, OK, that chat is learning from that doesn’t, I mean that that doesn’t trouble you. It does. I suppose suppose somebody does a prompt write me an email in Debbie Friedlander’s tone to. To uh have her director of finance write a check for $50,000 to, to my company. I mean, yeah, no, I think it’s a fair question, and we had a great audience member who wouldn’t talk about like the ethics of all of this, and I think it’s incredibly important. I think where my head’s at right now is a 15 person staff. With a $2.5 million dollar budget that has to be raised like clockwork starting July 1st of every year and right now the benefits outweigh the liabilities, I care deeply about my participants and making sure that no private information about my participants is ever included in those emails. I would never do that. Uh, I would also never put an email in that had any private information about a funder or an arrangement with a funder, but if we’re talking about, um, you know, conversational emails where I’m talking about Newbridge and. Every day I have 10 opportunities to describe the organization. They don’t all land equally and so being able to run it through that and recognizing. I think it’s elevated the language and I mean my proof is, is that it’s elevated our status in Cleveland. It’s it’s increased the number of tables that we’re sitting at. It’s increasing the number of dialogues we’re participating in, and I think ultimately that pays off. That’s interesting. So you, you, you’re seeing those kinds of outcomes, prominence in the city, absolutely. Being a thought leader and I mean you can only be a thought leader if your thoughts are well organized and I don’t know that that’s something that naturally we all do particularly well and heard and heard and heard otherwise you you if your thoughts are well organized and nobody reads them, that’s called a diary you know. It’s not what you’re aspiring to, right, uh, OK, no, but you’re right, there’s risk and there’s, and you are enriching something that you’re never gonna get back, so you have to hope that your returns coming in another way, and I think right now benefits outweigh liabilities. I, I can’t say that that’s gonna be true forever, OK. Uh, Chris, say something about the, the AEO I call AEO, artificial engine optimization. You, you said earlier a lot of nonprofits are still working on SEO, but that, that really has been, uh, overtaken. Uh, it’s almost an anachronism now because of the, because the artificial engine, the AI engines are generating summaries that don’t, don’t lead to your website. How do we overcome this? Well, certainly their new environment. There are a lot of It’s pretty simple and straightforward ways of understanding how AI works. And it’s not really reverse engineering either. You can look at who is ranking for certain key phrases so if you put in workforce development, healthcare workforce development organization in Cleveland. We better come up first. You better come up first. Exactly. This relationship is not working otherwise. Exactly. You’ve been admonished. Yeah. So if You put in a cer a certain key phrase depending on where you’re located and. The service. The geographic surface area that you’re serving, right? You can be a national organization most of the time though, national organizations have a local presence, right? So the very the telltale signs are, you know, are you ranking in AI search results and if not. Look, scroll down and then you’ll see people who are searching AI also ask and then you’ll see some additional key points. So you’ll know the important, that you’ll know the ways people are searching in AI for answers. After you understand that, then it’s time to modify your website and the content on your website to create. Summaries, really succinct summaries and Q&A’s or FAQs that address those questions that are being asked on a regular basis. So that’s, these are just some very basic, uh, ways of beginning to appear in AI search results. There are some other things that are a little bit more technical. So if any of your listeners have questions about that, we’re very transparent and very willing to share with them those specifics so if they have a web developer that’s part time or an agent, a company that’s working for them, we can steer them in the right direction and let them know what they need to do so they rank in AI search responses. OK, OK, um. Bethany, how about, uh, expanded web content? You, I guess this is a, this is generating website content for you as well as social, right, as well as social content. Yeah, so before we met, Chris, we had no social media presence. I just didn’t have anybody. I feel, well, let me take a step back. I think it’s really important if you’re gonna add anything to your organization you need. To be doing it consistently, so having, you know, a Twitter account if you’re tweeting tweeting or Xingxing I guess Xing once a month is is irrelevant so I never had the staff to do it. Chris has showed us how we can take content that we put in one place and use it in multiple other places in a really simple way and so we’ve greatly expanded our footprint and I think um it’s really about. It’s not, it’s not about eliminating work, it’s about doing work smarter. And so I think we were in the phase of just we can’t, and now it’s we can and we can do that smarter. And is that AI related? It is. So explain how you took, you can take like one of my articles and then so Bethany was featured on Medium or Authority Magazine’s Medium platform. Millions of people have exposure to that, but how do you know if the right people are. You know, tuning into the website and seeing Bethany’s uh bylined article or op ed piece. So what we did is took use utilizing AI took that interview with Authority magazine, turned it into a blog post that went on to New Bridge’s website, turned it into a LinkedIn social post, uh, all in an automated fashion that saved so much time, and there’s no. It’s in the, the information. The article was in the public domain to begin with. It’s on Medium.com. So I understand the question you asked earlier, Tony, about sensitivity and do you really want to give it confidential information and 99%, I mean, almost all of what we do is not that at all. We’re, we’re, we’re very wary of doing that and I concur. I get the sense that you feel you, you have some concerns about that. And we have the same concerns. I know Newbridge does too, but in this area. That article. Now it’s turned into all this content for different channels and it’s all unique content. Same holds true not only for the earned media coverage, but for an article, a thought leadership article that is written for the Newbridge website, that can be turned into a media pitch. Well that can be turned into a um into social posts for all your social channels and then we use AI on an ongoing basis to take one social post that we write and turn it into social posts for all of uh nonprofits channels um so it’s unique content but it’s still conveying the same message. You, you had your session already, right? Yeah. So what are some of the questions you got that struck you that are memorable? So we, we asked them a question which was to put, uh, a simple question into whatever uh AI they’re using, which is what movie star is my organization and. Um, and I do that and I talk about that because it allows you to see how you’re being seen. It’s the language you’re using. So interestingly enough, overwhelmingly in the room, everybody got Tom Hanks, and the, and the inclination was, oh, then AI is not that smart, it only has one actor, and my response is no, that’s because we’re all talking about our organizations in the same way. We’re all talking about ourselves as kind, good people. Now, interestingly enough, Newbridge doesn’t come up that way. Newbridge comes up as Viola Davis, and that’s partly because we talk a lot about trauma, resiliency, and grit. And if you wanna talk about somebody who embodies that, Viola Davis really embodies that. So my suggestion to people is if you don’t like what you’re getting back, then think about how you’re talking about yourself because we’re really much more complex than just being good. By the way, Rossica Communications is George Clooney, so which, which was a shocker, by the way. Clooney. OK, now I’m thinking of Alec Baldwin. Yeah, I was thinking of the personal side of Alec Baldwin. No, George Clooney. Now that, yeah, so are you happy with that? or very happy, yeah, OK, yeah, great under pressure. He always seems to be great under pressure. His persona, right? His acting persona, very consistent. You can rely on him, yeah, those types of attributes, yeah, does similar kinds of roles too. Yes, right, OK, leading man, very good. OK, uh, what’s, what’s another question you got that might be interesting folks? So we also ask, uh, what’s something about my organization that’s confusing or might be misunderstood by funders. Again, something that you may not see, it may be a huge blind spot for you, but can help you with clarity and then also what is the number one thing we could be renowned for? What can we be world best at? So I think. Um, asking it those questions, it’s not, I mean, it, it’s not foolproof, but it does give you a sense of how somebody who’s not with you every day might respond to you, think about you, and what they might be left with is an impression. If it’s not the impression you want them to be left with, change the language you’re using. Yeah, Tony, we always say perception is reality. And how are you effectively. Demonstrating the value you bring to the stakeholders that you serve and if you’re not differentiating your organization and if you’re not. Saying things that truly resonate with those stakeholder groups, then you’re missing a huge opportunity to, to improve communications in order to serve more people that you’re looking to serve. How about we leave it there. All right, thanks. That’s Chris Rossico, CEO and president at Rossico Communications, and Bethany Friedlander, president and CEO at New Bridge Cleveland. Chris, Bethany, thank you very much. Thank you. Thanks for being with us and thank you for being with Tony Martignetti nonprofit radio coverage of the 2026 nonprofit Technology conference. Next week, we’ve got more on AI from 26 NTC with AI for the rest of us, and your AI acceptable use policy. If you missed any part of this week’s show, I beseech you, find it at Tony Martignetti.com. Our creative producer is Claire Meyerhoff. I’m your associate producer Kate Martinetti. The show social media is by Susan Chavez. Mark Silverman is our web guy, and this music is by Scott Stein. Thank you for that affirmation, Scotty. Be with us next week for nonprofit radio. Big nonprofit ideas for the other 95%. Go out and be great. OK, um, a little note here. We, when you, we’ve got more, the way you said more made it sound like it’s, it’s too much. It was, it lost the effect that we’ve got, like, we’ve got more. All right, you didn’t, I’m I’m exaggerating. You didn’t do it that much, but just, we’ve got more on AI. Please, just do next week for me. Next week, we’ve got more on AI from 26 NTC with AI for the rest of us, and your AI acceptable use policy.

Nonprofit Radio for September 28, 2020: End Of Year Fundraising

My Guest:

Jen Frazier: End Of Year Fundraising

Jen Frazier talks you through. What do you want in your workplan? How does the pandemic impact your strategy? It’s a comprehensive convo for your 4th quarter. She’s founder of Firefly Partners.

 

 

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Board relations. Fundraising. Volunteer management. Prospect research. Legal compliance. Accounting. Finance. Investments. Donor relations. Public relations. Marketing. Technology. Social media.

Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.

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[00:02:04.74] spk_1:
Hello and welcome to tony-martignetti non profit radio big non profit ideas for the other 95% on your aptly named host. Oh, I’m glad you’re with me. I’d suffer the embarrassment of or a facial granuloma if I came to learn that you missed today’s show. End of year fundraising in Fraser talks you through end of your fundraising. What do you want in your work plan? How does the pandemic impact your strategy? It’s a comprehensive convo for your fourth quarter. She’s founder of Firefly. Partners on tony Stick to Planned Giving accelerator were sponsored by turn to communications, PR and content for nonprofits. Your story is their mission. Turn hyphen two dot ceo and by dot drives raise more money, changed more lives. Tony-dot-M.A.-slash-Pursuant a free month. My pleasure. Thio Invite for the first time to the show, Jen Fraser. She founded Fire Fire Fire Fly Partners in 2007 and has more than 20 years of experience in the nonprofit sector. She’s been at Planned Parenthood Federation of America and part of the team that planned and executed the march for women’s lives in 2004. Ah, high point in her career, she lives in Boulder, Colorado, with her two kids and gets around mostly by bike. Jen has a knack for putting things together, from project budgets and puzzles to Ikea furniture. The company is that Firefly partners dot com, and she’s at Jenna T. Firefly like Rufus T. Firefly, who knows that movie reference? Rufus T. Firefly. But she’s Jenna T. Firefly with one end. Yeah, T Firefly. Welcome to the show.

[00:02:20.24] spk_0:
Thank you so much. Great to be here. And yeah, it’s just it’s Jen at Firefly. So it’s done up. It’s It’s just Jan with one in at 80 Firefly or Twitter. Not genital.

[00:02:20.93] spk_1:
Your Twitter, your Twitter.

[00:02:23.02] spk_0:
It’s Jen at Firefly. Partner Janet Firefly is my Twitter, but it’s not Jenna T. It’s Jen at sea. It’s eight.

[00:02:30.95] spk_1:
Okay, look, look back at the email that you sent me on you said Gente Firefly. So I immediately thought of Rufus T. Firefly.

[00:02:40.24] spk_0:
Well, I like it. I like the reference to so that’s okay with me.

[00:02:49.04] spk_1:
It’s old Groucho Marx, but it doesn’t, but it’s it’s totally inapt because that’s not your Twitter. So your Twitter is

[00:02:58.44] spk_0:
Gen. At Firefly Gen. At Firefly. Yeah. Oh, well, I know I just Okay, Right

[00:03:16.27] spk_1:
now, we’re I’m quibbling. No, it could be Jenna t Firefly. Or it could be Jen at Firefly. Alright, so no. So your email was not incorrect. All right, so I take that part back. Your email was not incorrect. It’s just how we’re reading letters. E n a t I read. Oh, I read Jenna T Firefly and you read it, Jen, at Firefly, Your middle initial is not Is your middle initial by t By any chance?

[00:03:29.71] spk_0:
It is not.

[00:03:30.78] spk_1:
Because then I would’ve had a big score. All right? It’s not all right. Alright, so All right, so Alright, alright. I do apologize for saying your email was incorrect. That’s not true. It’s okay. Jenna T Firefly or Jen at Firefly. I’m sure you’re gonna get a ton of new followers now because we

[00:03:49.57] spk_0:
just wait. I gotta go. Look this up. Get this

[00:04:12.44] spk_1:
into the ground now. Yeah, OK, but I like the Rufus t Firefly reference to, so All right, I’ve got some construction going on here. You may very well here. There you go. There’s banging. You might hear some cutting banging, uh, crow borrowing crow. Barring my deck is being replaced. And, uh, you know when when you can have a contractors who works, you don’t tell them and send them off the job.

[00:04:18.91] spk_0:
No, you do not. You know, they show up, you put them to work.

[00:04:40.44] spk_1:
That’s right. And they continue working. And I don’t You don’t You don’t stop the working contractors so we’ll persevere. Uh, it’s just like in the background. But that’s the that’s the construction noise is on my side. In case yes, there is there wondering. Um, all right, end of your fundraising. What do we have Thio Do you have to keep in mind, like overview first and we’ve got plenty of time to spend on some details?

[00:06:01.64] spk_0:
Yeah, it’s obviously that time of year. Um, it’s ah, it’s a particularly crazy time of Europe, but we can’t can’t stop the end of your fundraising. For most, you know, non profit sits the bread and butter moment for most org’s. Um, I would say what we’re hearing and what we’re seeing from a lot of clients, which we’ll talk about in more detail, is certainly the Should we do it? How do we do it this year? Super crazy? I would say Absolutely. Yes, yes and yes, very enthusiastically. You have to ask on Dhe. You can’t be afraid. Can’t be shying away from it. But I’d say the biggest piece that’s different this year. Um, it’s sort of the contextualizing and sort of the way you’re going to go about your messaging. Um, obviously, people know kind of the fundamentals, generally speaking. But I would say the biggest mistake we see nonprofits do is you sort of have, like, not that much messaging. It’s a little bit cold. And then suddenly you’re like, Boom, boom, boom, boom, boom. You just, like, go straight in to the asks, like right away. And you hammer your supporters, um, which you know, might work OK in some years. But I’d say this year it’s certainly worth thinking about sort of again, like the context, the ways in which you’re approaching that messaging, but certainly try to mix it up also a little this year. Maybe not. Just go straight with just hard core messaging, messaging, messaging. Ask ask ass. We’re gonna talk about some of the ways you can kinda add a little bit, um, into your typical end of your messaging for folks who have only ever done sort of just straight like, Oh, well, I’m going to do a couple of things around giving Tuesday and then I’m gonna just hammer the last week of December or something like that. I would encourage you toe start now and start planning earlier and start thinking about some different messaging, arcs and timing to just provide your list a little more relief on dhe to sort of stand out in different ways because it’s gonna be Yeah, I think looking for some of the few fewer dollars it might be around this year. It’s gonna be more important ever than sort of like really refining and honing messaging that you go into the end of your with

[00:07:13.72] spk_1:
it. Sounds like some of what you’re suggesting is a little softer compassion. Maybe absolutely no,

[00:08:46.24] spk_0:
that I think you’re right on it. Za compassion space. I think that, you know, really key components that folks would you typically dio and definitely should try to dio, maybe even more so. It’s not just sort of the typical sort of Hey, look at all the great things we’ve accomplished this year, which is always a real key piece of any end of your look at the great things that you know we’ve accomplished together. I think some of the big pieces years also messaging and we standpoint from your non profit to your supporters, even if they haven’t been that responsible, been, um, real active in giving this year because it’s been a little bit of ah, anomaly for everyone still really contextualizing. It is we, but also really recognizing that everybody is in the same boat right now, and everybody is in a obviously very uncertain, unknown, probably economically challenged position. But that doesn’t change the work that you’re doing the organization and the critical nature of the support that folks can give to really help. You know, diseases don’t stop in a pandemic. We obviously get worse there. You know, the environment obviously isn’t getting any better. All whatever your cause might be. It’s still critical work. It was critical before. It’s still critical. Don’t try to downplay sort of the need to stone message about the importance of the work you’re doing, but obviously be very compassion. Leading I think with the messaging is probably one of the more little things in the context of this and saying you’re Yeah, I

[00:08:49.94] spk_1:
understand. What are some of the pieces that you feel belong in your end of year work plan

[00:08:57.04] spk_0:
in the work plan? So I think some of the things that folks are kind of experimenting with even more so this year is ways to make your messaging connect with your folks. So some of the suggestions I’ve heard from people that were incorporating with some folks is even just doing small video snippets that you might embed or drive You can either embedded in the messages themselves that you’re sending or have links. You know, just just have ah, still of the video that links to the embed on your site. Things like that from your either from your executive directors, maybe, or some of your program people, or even most effectively, some of your he volunteers that you might have, or donors that have been long time supporters of the organization, um, to really bring again that message and bring that face to face element into your messaging when obviously we’re all in a very disconnected distanced world right now, bringing the face of the organization so I can not just the team members by folks who are out there doing your work. If you had the opportunity to host or do some virtual event work, or maybe did your gala remotely this year providing snippets there again and or links back to that on your website so that people can, you know, kind of review if they weren’t able to attend the you know that live version of it you know, China showing some of that work and again showing some of that interactivity that you are incorporating. Um, and if you didn’t have the opportunity to do that this year, you could even right now incorporate um opportunities first with live fundraising, even during your end of your campaign, I know it’s gonna be a busy month for folks, but especially early in the month, you could hold a little virtual fundraising event a ZX part of your end of your If you’re feeling

[00:10:58.56] spk_1:
early in which month

[00:11:01.24] spk_0:
early in December. Sorry, it’s sort of in the heavy. Giving somewhere either around giving Tuesday at the beginning of the month or somewhere that you find is a strategic moment for you, probably not as it gets closer to the end of the month because there’s just too much going on. So it’s a either leading up to or right around or immediately after. Um, you could do it. Thank you. Virtual kind of giving an opportunity. Thanks for all the work that we’ve done this year. Help us. You know, with a big push and end of your there are lots of different ways you can sort of incorporate that messaging into your into our potential. Like many live event, even in the December time frame that really draw enthusiasm into

[00:11:50.84] spk_1:
your I have a couple of a couple of questions around. What you just asked, What were you just talking about? The video snippets. Might we put those what, on a like a fundraising landing page?

[00:12:12.14] spk_0:
Yes. Yes. I mean, you could certainly obviously host them in the m e o or YouTube, but you embed them on a landing page, that right there as they’re watching it, they have the opportunity to give right at them, motivated the You can bend them and bend them right on your donation form for sure. And they can play right there as your and then they could give right at that moment. That’s your best case scenario. Don’t Don’t make people click too many times. You’ll lose them, obviously. Or don’t just send them to you. A video off YouTube. That doesn’t provide them the opportunity to give

[00:12:32.17] spk_1:
that a call to action. Right. Andi, we’re talking End of your fundraising. So that called action is make a gift,

[00:12:38.26] spk_0:
Make a gift and yeah,

[00:12:40.48] spk_1:
mentioned fundraising, Many events. They’re a little more about that flesh. Shut out. What do these look like? How do we promote them? How do we get folks to come to them?

[00:14:50.34] spk_0:
Yeah, I mean, just like obviously, with any event now in the in the virtual space, you can do it just as easily as this. Like you can hold a zoom call. You can provide folks links. Obviously. Zoom in any of these, you know, virtual. You know, Dylan, you want to provide security so that you’re not going to get spammed or you have too many other folks coming in. But if you send it out to your list or a segment after your list, you can also find this is an opportunity to say, Hey, my already active donors, I would like those folks to come to a special event. You could also make it sort of like a V i p kind of event or things like that, for for segments of your lips, like you’re high level donors or things like that, we could make it more personalized setting where smaller groups are coming together and having the opportunity to interact with each other. Lots of times, we we suggest, folks. Then hold a zoom in a conference style where you’re presenting and your attendees air and sort of listen Onley mode and you’re presenting content. And so the important pieces there are, you know, think about the message and you wanna put forth you obviously right, a full script. You’re doing lots of promotion again if you’re doing it in a very segmented way, you’re targeting those messages only just a smaller subsets of your list, or you could make it more broad, but you’re going to provide a secure log in for folks you’re going to then say, Who’s gonna be on that? Maybe maybe it’s just a now or two of, you know, thinking again. Highlights of the year. We want to really think you know folks who’ve turned out for us. We want to show some of the results. You’re putting together a little script, and you’re obviously building a message there of motivation, care, compassion, connection with your, you know, with your supporters and and providing throughout opportunities where you’re showing a link to give opportunities where you can again, like in bed. Some of these videos, later on a landing page of people weren’t able to attend and alive instance. And it’s all about compassion, first connection, understanding the importance of the work that you’re doing and just doubling down on the mission of your organization that work again. It’s still is still critical, but it’s really important to sort of just draft a script. Make sure you have, like if you’re gonna have key guests come in, you have them all and sort of that they’re in presenter mode. And so if you’re passing the baton, everybody knows when they’re speaking what they’re speaking about. You kind of drafted that all ahead of time and, you know, you could do run through. I highly recommend doing doing run throughs before you actually show up for a live event so that everybody knows sort of the cues and handoffs and all that and what’s gonna come next. And oftentimes people will put live, you know, snippets in the middle of prerecorded content, which helps sort of take the pressure off of, you know, needing to be live and speaking for the whole whole time. But usually an hour or two is plenty, and that’s all people really have to give, you know, a lot of times to attend some of these live events. I think people feel like they need to come up with, like, tons of content and tons of time. But mostly, we say, keep it short and sweet.

[00:16:43.65] spk_1:
It’s time for a break. Turn to communications. Just this week, a friend got an extensive quote in Business Insider magazine. I asked him how he landed it. He had a relationship with the journalist the writer called him when he needed someone with recruiting expertise. Turn to will help you build journalist relationships like that so that journalists call you. That’s how solid the relationships are. Turn to specializes in working with nonprofits. One of the partners, Peter Panda Pento, was an editor at the Chronicle of Philanthropy. They’re at turn hyphen two dot c o. Now back to end of year fundraising. I’m hearing folks are mhm. I don’t know if burned out is too strong, not burned out with it without, But I’ll use it getting burned out with screen time.

[00:17:50.74] spk_0:
Oh, yeah, you don’t Your everybody right now is and I just call it zoom fatigue. Even if you’re not using Zoom gonna hang out whatever urine screen fatigue, screen fatigue. So I would say the other piece there is sort of make it fun, you know, make it like, interesting. And like people have been having I’ve seen really fun like little parties where people are, you know, encouraging other people to sort of show up, dressed up like have your like, maybe make it a virtual holiday party and giving that kind of thing and sort of like, you know, you’re not doing a lot of going out right now anyway, so go out, but stay in and sort of like, make it, um, make it fun as you can and make it sort of party like or really again, it’s It’s a good opportunity to really think and be in a space of gratitude for the folks that have continued to show up for your organization through obviously, what’s very topsy turvy kind of year and just again reemphasize the work that you’re doing and it is to continue it.

[00:18:08.44] spk_1:
So let’s talk about the pandemic because that’s obviously still in full bloom and will be through the end of this year. We’re talking end of your fundraising s. Oh, you did mention being mawr compassionate. Softer What other? What other advice are you giving around messaging?

[00:18:16.94] spk_0:
So I think it’s an interesting thing right now as you’re planning this, if you think about hosting either just the message you’re going to do in your emails or if you’re going to do some of these sort of adding video content or even go to live, think about the timing and which is gonna happen to us. You’re going to do this messaging in what is probably gonna be a really extra hard time, because we’ve had maybe a little bit of a respite over the summer where you’ve actually been able to go outside and you’re your mental space is probably okay right now. But really be thinking about were months into then winter and really being enclosed, and it’s gonna be a double down. I’m a little.

[00:18:55.59] spk_1:
We’re talking about doing something in late November or early December,

[00:18:59.16] spk_0:
like think about what? That’s going

[00:19:00.66] spk_1:
to full month. So it’s full all of October and all of November away,

[00:19:52.14] spk_0:
right? So you’re already like, you’re like, I’m I’m, you know, feeling even, maybe a little bit. Like I think this is gonna be a hard winter for a lot of folks just because of, well, who knows what’s gonna happen? The election, that whole You know, what not, but because the pandemic isn’t going away and I think it’s probably going to see a bit of a surge again, as we do with, like, most flu like, it’s just one of those things you kind of just be really cognizant of, like how to think about again, my personalization. And again, this is where you could take take your your segmenting with your list very seriously and kind of say okay, great thes air folks that I’m gonna go maybe a little bit softer with my message, you know, because maybe they have been on my list that haven’t been as active. Think about ways you can sort of take your key mission elements and, you know, just maybe try toe, tweak it in a bit. Maybe that you haven’t before or just think about ways you can serve again, like personalized it or keep it, um, you know, try new hooks. Try new ways to help people think about the ways in which your work Think about what’s been happening with the organization over the course of the year during the pandemic and how you maybe have had thio toe alter what you do a little bit or tweak it a little bit because of the, you know, distanced space were in and really, you know, to find that a little bit better for folks or help people make the connection. Sometimes, obviously, people aren’t seeing maybe how your work is tied or has been affected by the pandemic. Highlight some of those things because I think

[00:20:37.55] spk_1:
vulnerability like, don’t be afraid to be vulnerable.

[00:21:11.04] spk_0:
Absolutely, absolutely, like differentiate your messaging by. Here’s how we’ve been impacted. We’re right here with you were having struggles to don’t over downplay like doomsday and messaging, but sort of just be up. Be honest. We all been like we’ve been struggling. This has been a hard year for everybody. Here’s how it’s impacted us and put that out there because I think one of the things that’s been most helpful or multiple most interesting for us. Working with org’s is that vulnerable space. The don’t try to put on the sheen of Like Everything’s fine. It’s all gonna be OK. It’s OK to sort of say, you know that you’re worried and and the impact that is actually having on your work or how you had to

[00:21:24.25] spk_1:
appreciate that That that honesty absolutely openness again vulnerability.

[00:21:29.64] spk_0:
Its key. I think so. The compassion with you know, the this key. But I think the vulnerability is probably even a better word. Thio

[00:21:36.97] spk_1:
genuine. It shows that you’re genuine, sincere, absolutely human,

[00:21:41.55] spk_0:
E I mean, that’s

[00:21:43.29] spk_1:
lose our humanity over

[00:21:44.49] spk_0:
this. This is the space where the humanity I feel like actually Muchas there zoom fatigue. It actually, for me is help sort of bring a lot of humanness into people that I’ve had a very professional relationship with in the past, where you’ve actually been like Oh, you know, my kids were running through or, you know X is happening you’ve got contractors in your house, you This is it. This is life. This is who we are and really leading with that human to human connection. We see people in

[00:22:13.08] spk_1:
their kitchens. Absolutely. I saw someone in a in a bedroom because the kids were out in the other. The other parts of the house. I think that’s why should. She was in her

[00:22:49.34] spk_0:
best, like everyone’s trying. And so you’re like carving out your own. You’re trying to carve out a space to do your work. Be a partner, be a parent with all the different, be a daughter’s. You’ve got multi generations and houses. You’ve got all sorts of things happening, and it’s it’s showing in a way right now, which I think is actually quite beautiful on Dhe. I think if organizations can really lead with that space, I think that’s where people feel. The connection is what drives people to give. I mean more than sort of like Certainly it’s the impact that organization, but it’s like the people doing the messaging connect with the people who are, you know, driven to give. That’s you’ve got those key emotional moments that drive the giving and so trying to find those and again leading with that humanness vulnerability. It’s critical, critical right now more than anything, and people are starving for riel connection. And not just these sort of like Okay, great here these Polish, you know, webinars and hear all these great glassy materials. It’s like actually, we really, like yearn for the person connection that human connection is critical. So I would say, Definitely lead with that.

[00:23:39.04] spk_1:
I’ve always thought you know you just because you just referred to glossy pieces. I’ve always thought that sincerity Trump’s production values

[00:23:47.84] spk_0:
I don’t

[00:24:06.22] spk_1:
have toe have pro mix and lighting and pro video someone sincere with a with a phone in their hand, shooting themselves for 30 60 90 seconds with a heart felt thank you. Or here’s our need type message that I think that trumps all the whatever.

[00:24:31.64] spk_0:
I think that’s actually a good sort of also like kind of lesson or take away is like, don’t be afraid to try some of these things because you don’t have the right equipment or you don’t know what you’re doing, or it’s gonna feel like you’re gonna mess up well, good do. And don’t worry about having out like the best microphone or the lighting isn’t right or you’re gonna Look, you don’t have, like, look perfect. You know, you’re what, like, this is absolutely time. Just let all that stuff go. I think maybe before you’d have been maybe trying to be, like, put together a more polished video piece or something like that and have to have higher production team or something like that to do it. And I think a lot of times in the past you have folks would be really afraid to be like I can’t do like a video piece like, I I don’t I can’t afford to do that or whatever we get. You can, because you just have your you zoom or your Google meat or whatever, do it yourself or your phone exactly like you can do it. And it’s still with that connection that is going to drive people to give the glossy production piece like Not that you can’t. There isn’t a space for doing that at some point, but it’s not critical. It’s certainly not needed, and I think it doesn’t resonate as well,

[00:25:14.04] spk_1:
so you could have ah piece from your CEO or executive director? Totally. We’re talking about embedding email before embedding video email before, it could be something simple like that,

[00:25:23.54] spk_0:
Absolutely. And I honestly think that, like one of the things we’ve been trying to do a firefly is actually, I love executive directors. You’re amazing. You’re keeping it all together and you run all that stuff. But honestly, it’s the highlighting of the more of the front line staff. And the people like doing the dirty work. Sometimes you just want to be like those of the stories that, actually again, sometimes are told is often. And there’s sort of these bigger, yeah, kind of impact pieces. But if you just talk about you know Jane Smith, why is she does the work that she does? Why is she motivated? Even, you know, like, why does she show up every day and do the work that your organization,

[00:25:58.89] spk_1:
how your gift, how your gift helps me Jane do that work

[00:26:10.64] spk_0:
right? Exactly like that’s like, Yeah, I mean, I’ve had we’ve had some of the most amazing conversations with folks who are just why they’re motivated to do the work that they do every day at your organization is probably some of the most compelling content that you have, in addition to, obviously, the real life story of the impact you know, getting into and again like, maybe that’s the other pieces you’re highlighting if you have ah, direct impact type of organization, a story right from, you know, some family that’s been impacted by the work that you do, and they could tell their story. It’s again that getting as personal and real right now as possible is the motivator. Toe giving, I think the connection there.

[00:26:46.94] spk_1:
What about giving folks options? How much to give?

[00:28:41.24] spk_0:
Yeah. And again, this is again depending on how much data you have, your systems and how well you can segment, I’d say one of the biggest mistakes we also see people doing is not segmenting and giving folks, uh, different giving levels. Um, if someone has given, you know, $50 before, certainly starting them at 100 or something like motivate them like push them to go higher. Someone’s already given you 250 bucks. Start them, you know, with the form that says 500. I mean, like, really sort of try toe, motivate something, but you don’t want to give somebody, Obviously the $50 donor. Don’t drive them to the $500 form. So you do need to have a little bit of that segmentation. So this education and if you can’t or don’t know how to do dynamic gift arrays on your form based on, you know, don’t be afraid to even just say I’m going to create two or three forms and I’m gonna segment and send people toe for, maybe, or see if you can’t do in a dynamic format, don’t be afraid to at least try and give folks those different options. It is. There’s a million statistics out there about when you drive someone to a form that is higher, giving levels they will give more. They will. I mean, they just will. So go there, Get you know, mind your data. Find a way. Do whatever tools you have, find a way toe pull out and segment. You’re either non donors and drive them into at least an entry level of, you know, $25 starting going up or your mid level and your high level and drive them to the appropriate forms with the right giving levels don’t just sort of send them to that one generic form. You will see that a result with just a little bit of extra work to segment, um, and drive to the appropriate form.

[00:28:42.91] spk_1:
Absolutely. What about asking to make it monthly?

[00:30:06.74] spk_0:
Yeah, this is a moment where I think there’s always a little bit of tension for folks. Certainly, we want to just get the gift. Um, if you’ve got folks who and like, you know, there’s different, different times of the year that I think you could try to do one time to sustainer campaigns. Some argue very much. The end of your isn’t the time to try toe to do that because you’re just trying again, like get these, you know, mortgage gifts at the end of the year. But I find that if you could move into the that, the mid mid level donors that have been consistently will give, like a gift here, a gift there. This is a perfectly good time. Thio sort of turn it into sustain Ear’s for the following year. Again, if somebody is even giving you into the hundreds or thousands of dollars before do the math or again If you have the abilities with your tools toe, have it do it dynamically for you. Make it just so that that they become a recurring giver. They’re obviously going to get Mawr, but it feels like less impactful for them every month. Oh, you’re just going to give $20 a month? Oh, and you know what that’s gonna be because they’ve only given you. Maybe they’ve given you 100 $50 before as a one time gift or a couple $100. But if you turn it into that Oh, if you could just give us $25 a month, that’s equal to you know, three coffees or whatever. Um, obviously, we all know that the how the math works. So But I would say, Don’t try to take your you know, if somebody’s Onley giving you once before or those types of done again, it’s all about the data that you can collect a one time donor on Lee. Obviously, they’re gonna be less likely to just suddenly turn into a sustainer. But those folks who have given you a gift here and a gift there, or they give you every time it end of year. But that’s the only time they give those air really key people to sort of zero in on and say those air critical and more likely to turn into sustain er’s attend

[00:30:39.10] spk_1:
up here. So you do it for the right folks. And then it’s not likely that you’ll see a reduced end of your performance by asking, Would you like to make it monthly?

[00:30:50.94] spk_0:
Yeah, I mean, I think that’s your again. They have to look at your different data points. So if you say well, they would have given me $250 as a one time gift it in a year. But now I’ve turned them into a you know, a $40 month sustainer. Obviously you’re getting you’re getting $40 rather than 250 at end of year. But obviously the impact for your organization is much greater. Oh, yeah, you have to sort of. You have to look at the data carefully so you don’t just go about. My overall gifts might have decreased slightly, but my overall long lasting impact of the organization has certainly gone up.

[00:32:57.64] spk_1:
It’s time for tony stick to planned giving accelerator. I told you last week we extended the first class. So the first class is gonna start January 1st 2021. This is a brain dump. Everything I know about how to start and grow your plan giving program, I am going to teach to plan giving accelerator members. You want to get your plan giving program started in 2021. You’ve heard me talk about this so many times on I’m not done. By the way. Uh, if you don’t have a plan giving fundraising program, you can start in 2021. You don’t need a lot of money. You don’t need expertise. This is not only for your wealthy donors. It’s not gonna hurt your other forms of fundraising. All these air myths that people use to make a plan giving this black box this complex thing that they don’t think they can do on their own. You can. I’m gonna teach you how become a member of planned giving accelerator. You got to get everything I know about how to get this program started in 2021. All the information you need more detail and how to join is that planned giving accelerator dot com. I hope you’re going to join me, that is, tony. Stick to Let’s return, shall we to end of year fundraising with Jen Fraser. Just the importance of segmentation a couple of times.

[00:34:21.14] spk_0:
Yeah, it’s critical, and I know that we work with a lot of organizations, and that’s a burden or a barrier. It’s like this. There’s a There’s a level of effort there, that a lot of work. They’re still just sort of sending the same message. So their whole list and, you know, you get mixed results with that, I’d say not Not effective, you know, really, Overall is a strategy. So even simple segmentation that was like, You’ve never given before you’ve given once or you’ve given multiple times like almost every tool out there can allow you to segment. At least that was, you know, those kind of big buckets, Um, and in the messaging that you’re sending, obviously is a lot more of a gratitude stance, even with non donors. Just thanks for being a part of our community and that sort of stuff. You can still find ways toe. Thank people for being on your list the type of gratitude that you then put to a previous donor is much greater. So you can certainly be like Thank you for this. Think if you’re a lifetime giving amount, Thank you for, you know, also, um if they if you also know they’ve done other things, they volunteer. They’ve come to events like again. The more data you can find out about and the more personalized those messages can become, the better. You know, the stronger the connection you’re gonna make with that individual on the receiving end of that, the more they’re going to be motivated to go. Oh, they this organization cares. They’re paying attention. They know that I’m involved. They know what I dio and they care.

[00:34:36.16] spk_1:
They’re acknowledging there, thanking their grateful thinking before right?

[00:34:39.56] spk_0:
Not

[00:34:59.84] spk_1:
gratitude. Yeah, there’s back to humanity. Gratitude, gratitude, compassion, humanity. All those things really should often be in our fundraising or always be always be not just often always be in our fundraising, but like I hear so many times we will each heard 1000 times in the past six months so much more now because of the pandemic, because folks aer isolated, reach out and be that much more humane.

[00:35:10.68] spk_0:
Compassionate? What The compassion

[00:35:14.49] spk_1:
heartfelt, but I can’t think of any other adjectives.

[00:37:15.73] spk_0:
Well, those were all perfect on. That’s like, you know, and I would suggest that you do some sit down, you know, even just your team or you can, you know, get some messaging help from folks or whatever, but just sit and marinate in that space for a minute. Like, really think about your messaging. Really think about being in that compassion and vulnerable all those operatives you just listed in that space and thinking, What do I want to hear? You know, from organized Because obviously everybody that works and non profit almost I would say 100% of them give. It’s not their non profits. So think about what motivates you when you receive a message and, you know, really kind of double down on that and say, Gosh, alright, and spend the time if you can. Um, you know, if you’re starting now very much like, what can we do? How can we pull the data out? How can we learn more? How could we segment better? Um, and taking that time, we’ll have, um, really, really big impact on the outcomes that you’ll see in the giving space in the giving time because it’s a again, the more personalized, the better that connection, the deeper and the more you can you not be in a space of gratitude, I think is critical. Um, and it doesn’t have to be this huge burden so it can. Even even simple segments can make a big difference and taking people have given over. You know, you have to look at your giving and figure out where your thresholds or I won’t and say, Oh, these are the exact dollar amounts where you want a segment. But you look at your overall giving and you find where those breaking points are and where you really like, have a smaller again. How do you really, really, really pamper some of those high dollar donors and really show how much you care? What can you get back to them? Are there things that you can actually physically get back? Are you Are you sending gifts back or what? Do you? Are you sending stuff in the mail? What is it that helps really differentiate and show those folks, um, you know that you care in your

[00:37:22.94] spk_1:
That’s where a personalized video could be outstanding, like a or one of the other companies that does that, you know, Right? Snippets. 30 seconds a minute on the fly. You You’re walking Well, I walk on the beach, You’re walking on the beach. That’s the first thing I think of. But you’re walking on the sidewalk. Wherever you are. You can shoot a quick video to thank someone for a gift that just came in.

[00:39:01.72] spk_0:
Ah, 100%. That’s actually profit one. I didn’t actually talk about that. It’s That’s the follow up and the next steps. So you know, you get the gift. Amazing. What does that immediate auto think? Look like? I think a great opportunity. There is also. Yeah, Do maybe a video there or again. That’s that, Like viral piece, obviously. Then how can we help you really be motivated to just tell a couple of their friends about the work that we’re doing? Maybe they’re not even on our list. Maybe they’re not obviously gonna get incorporated into your end of your giving. But how can we then take this as an opportunity to grow your just overall this size? And then just to double down on that anybody that’s new, that’s coming into your list during this as a space. How are you welcoming them into your organization? IDEO personalized quick videos from again BDs or other staff? Or again, like the folks who are impacted by your work. Those all really bring a new person onto your list s so much more deeply, quickly. And then if they come in and they’re new, understanding that segment if they come in new in the in the next, you know 90 days how your messaging them and welcoming them and easing them into, you know, a gift. Ask like you don’t again like First Message like Out of the Gate. Even though it’s end of year, it’s suppressing the right folks to as well, a segmenting the right folks to the right message to. So there are. There are several different streams that happened in there, and certainly these tools that have really great marketing automation set up make it that much easier for folks You’re not, and they’re trying to do like a ton of like, re segmenting and re personalizing and data manually work on the automation pieces, understanding when folks are coming in and the different ways they’re coming in. And if they do that first gas, what’s the next? What’s the next and next? And

[00:39:30.44] spk_1:
so are there some tools that you like that you can

[00:41:30.91] spk_0:
recommend? You know, pretty much all the tools Right now, I think male Champ has good stuff for folks were just looking for a pretty, you know, good industry point for messaging. We use all use the market animation that’s involved, the every action and engaging network tools are great because then they just high right into those you know, donation forums that you make as well in the system. Obviously, um, even illuminate There’s great messaging automation. There’s so many email marketing tools out there, but those are the ones we work in the most. I would say that we find the majority of our clients, um, in and I’ve really Then, you know, I’m surprised I’m not surprised. It it feels like a lot and then be like, Oh, I gotta, you know, turn and, like turn into a data scientist almost to figure out how to, like, really do effective segmenting and messaging. But there are some simple automation is you can set up in these tools to really help take the burden off of you as well. And you can set a bunch of this stuff up, obviously a lot of time. So when the frantic nous of the like giving Tuesday to end of Your madness happens, most of those were already set and you have the message in there. Obviously, it’s not like a big surprise right now. You should have two sets of messages going on right now. Outcome A from the election and outcome. Be like Just do yourself a favor and right both sets now because you don’t wanna have to be scrambling. So many people in 2016 had all their yea Hillary messages already written. I hadn’t even thought that it would go the other way and let were literally scrambling. I don’t want to think about the other outcome, but unfortunately we have to say that’s a possibility. So do yourself a favor and just be ready with, you know, both both sets of messaging ahead of time so you can, you know, push the right one forward and you’re not scrambling at that moment to come up with the right messaging in that. What could be pretty devastating outcome.

[00:41:33.36] spk_1:
So so one letter has a picture of rays of sunshine. Another one. Another one has a dumpster fire

[00:41:40.26] spk_0:
on even then,

[00:41:42.23] spk_1:
conflagration in

[00:41:43.25] spk_0:
a sea. Hard as that is, it is challenging. And as it is, trying not to be overly doomsday if that with a bad outcome on the election end of your giving this again still gonna happen and still critical, and it actually might be even. Sadly, it’s sometimes the bad outcomes or more motivator. But either don’t try to capitalize it on too much and don’t try to be too dooms days. You kind of have to weave, and they’re in the middle between not like the world is on fire and we’re dying. We have to give and, you know, organizations or

[00:42:14.95] spk_1:
and let’s be egalitarian because I I don’t do politics on plan Giving that profit on non profit radio. Maybe doomsday scenario for you is a Biden,

[00:42:24.90] spk_0:
Absolutely. I mean, absolutely, that’s what they either outcome. You have to be ready with how your organization is kind of position, either outcome, So you have to start it just be like whatever that means for your organization. The outcome will obviously have a big impact. So just be ready with both sets. That’s Yeah, keeping it, you know, keeping it neutral. Just be ready in whatever that looks like for your

[00:42:50.20] spk_1:
order testing. Testing? How do we know if we’re doing these things correctly? How do we test different outcomes? What should

[00:45:26.99] spk_0:
we be testing? There is a lot, you know that you can still dio I’d say probably one of the most critical is, um, you know, in the midst of it, you could test subject lines because that’s obviously the first thing that’s gonna motivate somebody to get to hope it. And obviously, then there’s the subject line. Testing Almost every tool obviously has a B testing. And in the midst of it, you can send out and again when you are making your plan and your campaign calendar for the year, you build in some time for some testing and almost all these tools within take the winter and push push the winter to the fullest. Um, the other big one is, um, testing your landing pages and or you’re giving pages. So if you’re not familiar with something like Google optimized or something like that, take the opportunity now ahead of time and put a form A and form be could be things like one column or two column or one step or multi step different language. Different fields that you show that air default or required. There’s lots of different ways you could test and optimize your form again. Maybe you could start testing and seeing how a form with a video or without how those air resonating even ahead of time and take that information and put that into the equation of saying, Okay, great, you know, with our list, because every list an audience does perform a little bit differently. You can obviously go look and see what industry trends air showing. Um, there’s been big swings of, like, the one step form or the multi step form or the whatever, but you can try some of those, but I find that actually, what’s even more than the one step of the multi stuff? You could kind of get that down, but then within that you’ve got messaging in a tree fields on dhe, just overall. Um, you know all those conversion rates, you see what’s happening for, like abandonment rates and that sort of stuff. So looking to see which of those air happening on your form, so and then you know, beyond the subject line, Um, the message, content and layout itself. You could test, you know, more of a. I think we always, you know, we tend to move towards less content is better, But again, every every list performed a little differently. So just think about like Mawr images, fewer images, less words, more words in your messages themselves. You contest that now you know, do a lot of baby against that and then the follow up again, like we just talked about through that immediate think once you do get a conversion, what what’s the best thing to put in that next message? Should it be, tell friends, should it be like test that like what? What’s pressing for people? Once they do make a gift or do do a particular action? Always test that the next action, because that’s the most critical moment in the life cycle. With that, with that, you know, supporter, they’re already there. They’re motivated. You’ve got their attention. What’s that? Next thing you’re asking is you test that for

[00:46:30.28] spk_1:
sure. Time for our last break. Dot drives dot drives Engagement dot drives relationships dot drives is the simplest donor pipeline fundraising tool. If you want to move the needle on your prospect and donor relationships, get the free demo for you because you’re a listener. There’s also a free month. It’s all at the listener landing page we’ve got but loads more time for end of year fundraising. General, we’re testing some of these things like subject line or videos, message content. What’s the minimum size test like if you’re sending If your segment is 25 people,

[00:46:42.68] spk_0:
well, then you’re

[00:46:44.87] spk_1:
what What makes a legitimate test?

[00:46:47.71] spk_0:
I mean, I was a Yeah, depending on the size of your list, Um, I would like to get 10% you know, 5 to 10% at least of your list as a test. But, you know, you would like to ideally have, you know, again, depending on the size of your list, if you’re only gonna have under 100 or something like that, any any segment. Generally speaking, you’re not gonna have statistically significant amounts in there. Let’s say you have, but that’s okay. I mean, I would still say test But you have to know that there are There’s a break off point where you’re not going toe have, like, really statistically significant data. But you’re going to say, Hey, this this is the data I’ve got. I’m gonna run with it even if it wouldn’t pass the stats test, you know, test are

[00:47:32.22] spk_1:
it’s worth testing. Even a segment

[00:47:35.23] spk_0:
of sizes. Small. I would test, but I would say try to take a least a 5% sample. Um, I like a 10. You know, at least a 10% sample of your list and do run out side by side and then give it. You know, I would like to also give it. I give it 12 hours, you know, to look through like, how often people open 2012 to 24 hours before you then blast the winner to the remainder of the list

[00:48:01.36] spk_1:
for the other 90 to 95%. Yeah, okay. But you prefer 10% test.

[00:48:06.09] spk_0:
I mean, I would say you want again. Then like have a 5% getting a 5% right. 10% of your list, get a B, and then they get the winner to the remaining 90

[00:48:21.27] spk_1:
percent remaining. 90%? Yeah. All right. We got some time left. What? What? Haven’t asked about what? Haven’t you talked about that?

[00:48:26.37] spk_0:
You know, I would say, You know, I think there’s a lot of content in here. Maybe just sort of like a quick recap of sort of the Yeah, well,

[00:48:35.52] spk_1:
radio is jam packed with information that

[00:48:39.99] spk_0:
people like. Well, I’m talking. Well,

[00:48:41.54] spk_1:
they that’s podcast is ideal. Go back. Listen again.

[00:48:44.97] spk_0:
Listen again. You can always go back and

[00:48:47.10] spk_1:
take notes for your office to have discussions. Uh,

[00:48:54.91] spk_0:
tomorrow Tomorrow. It’s already remember September

[00:48:55.45] spk_1:
releasing this the week of September 28th

[00:48:58.33] spk_0:
grade. So fourth quarter is a week away. Yeah, I would say also, I was just pointing. Maybe a couple of resource is for people. If people are not familiar with the M N R benchmarks study that comes out every year and are seminar, so their website

[00:49:17.10] spk_1:
Hold on, hold on. Are you saying the letters m and r like Mike November Romeo or M

[00:49:26.17] spk_0:
and R and are

[00:49:26.84] spk_1:
thank you

[00:50:21.76] spk_0:
like Mike and Ross eso my NMR. But their website is m r s dot com, because it’s m and our Strategic Service’s, but it’s M R s s dot com. They have a benchmarks study that they put out every year. That is like a data playhouse, like they have. They get data from not just their clients. They put out these big, huge surveys and they bring in all this data and they analyze giving trends to the million degree, their charts and graphs and data and insights and all these things that you could go in. Look for your particular verticals. You can look for your list size. You can look for outcomes. They look at all sorts of factors along the giving spectrum and sort of say, here are basically industry trends across all these non profit. So if you’re looking for, you know, advice, like, what are other people seeing what air? You know, folks, you know, best practices that they’ve seen that great results. It is chock full of data in there. I mean, there are a million of these, like my favorite ones come from seminar. I think black would actually puts out a great um, it’s again like a giving guide. Neon serum has a great giving guide There, just lots of, um industry kind of stalwarts in the in the space that have these guys where you could go read and get information and sort of kind of, you know, put more arsenal into your I don’t like to use military or, you know, gun references, but it’s like putting more information into your tool belt. I’m saying, Great, I’ve got more tools. I’ve got more data and more thoughts about how I’m going to structure my end of your campaign to make it successful.

[00:51:14.27] spk_1:
Non neon C R m A ZX Well, as blackboard

[00:51:18.98] spk_0:
black bodies have one good ones

[00:51:21.34] spk_1:
s dot com

[00:51:28.06] spk_0:
like those are the three biggies. I would probably throw out there, um and really thought

[00:51:29.99] spk_1:
the platforms that you mentioned for email or and segmentation and personalization you mentioned mail chimp, Was it every action illuminate is that the

[00:51:54.27] spk_0:
41 illuminate illuminate engaging networks every action, you know, those were sort of the big ones that we have again. And also then I just mentioned neon neon is a great platform as well. Platform. So there are several, um, you know

[00:51:59.33] spk_1:
e take you off your Oh, no, you wrap up, but

[00:52:43.70] spk_0:
no, no, no. Those are good. I was gonna say that one’s r e just hammering home sort of again like that. The vulnerability and humanity and the messaging. I would say, if anything, just don’t use your standard messaging this year. That’s probably my biggest take away is really take a look at your messaging, your vulnerability, your positioning shiny impact being and that kind of, oh, bananas vulnerable self testing. Why you can at this point, um, make the time to do some testing. There’s nothing worse than also, then sitting out great messages and having them land on really kind of non high conversion landing pages. I guess the biggest thing I haven’t mentioned yet, which I’ll really throw it is mobile, mobile, mobile.

[00:52:52.30] spk_1:
Of course, it’s like it’s very you need to be mobile optimized by now,

[00:52:59.23] spk_0:
it bears repeating please. Almost. It’s like really start with your forms on a website on a phone, like something

[00:53:05.21] spk_1:
like 75% of emails or opened on a mobile device.

[00:53:08.41] spk_0:
At least I think that number every time I see one, it just keeps going

[00:53:12.38] spk_1:
going up. Maybe tonight

[00:54:54.34] spk_0:
eso your email and that landing page. Like those two pieces, I can’t stress enough because you’re gonna ask You’re gonna do video. Make sure that video, you know, everything is all former. Just test the heck out of everything like you really need to be like and as much as you can you can you use like, an email on acid to test on multiple platforms. So in multiple devices, because you know, email on acid as a tool that lets you as a non profit push your message and and those landing pages and, well, the emails on email and acid Google after my different operating systems. But a email on acid will show you what your email looks like on an iPhone 10 on iPhone six on an android, this on a galaxy, blah, blah, blah. And then you can say, Oh, because it looks amazing on your iPhone, but looks like garbage, you know, on the Samsung. Well, you know, you have thio look across all the devices and then you go Or are they reading this in Gmail? Are they reading this and outlook? Are they reading this and whatever So it’s email clients and vices. Let me tell you, that alone will keep you busy. Just testing on acid. Yeah. Email on acid. I mean, really, it’s crazy the amount of information that you see, and then you have to go back into the code and tweet like what has been quite a bit of this time. Like when you change your design, you change your layout, radio, you have to take it. You have to take into account the operating system and the device that somebody, the email client and then the device that somebody is looking because, um, it’s a crazy world there. That’s that’s probably the hardest part of making sure your emails look well. The landing pages are less taxing, but still take into account the operating system and the device.

[00:55:14.74] spk_1:
All right. Thank you. I wanna ask. I want to close by asking you what? What fun thing you have put together lately? You said you’d like to put together planning budgets. Ikea furniture. What have you done? Fun put together.

[00:55:20.44] spk_0:
I’m actually right now in the midst of redesigning my kitchen so that

[00:55:24.76] spk_1:
you have big contractors stuff going on.

[00:55:27.34] spk_0:
Well, I’m in the planning phase.

[00:55:29.32] spk_1:
Design you design. Okay, I’ve

[00:55:31.04] spk_0:
got a phase one right now where I’m gonna be heading to Ikea pretty soon and doing a pantry and sort of a built in area around my refrigerator. That’s my That’s my next one project and having answered, that’s my face one. So that’s just sort of blend a little bit with some of the existing kitchen before I can then carry that piece forwarding to the other cabinets and things like that.

[00:55:53.49] spk_1:
You ever looked to Container Store for organization stuff? Container store?

[00:55:58.94] spk_0:
I do love that. I kind of get lost in the madness of the container store because I love organizing, like in compartments and things like that. One of my favorite.

[00:56:08.21] spk_1:
Work it into your kitchen. I could door hanger or something.

[00:56:11.63] spk_0:
E I’ll see. Yes, it’s combination. If you have the E. K. F writes the structure and then in the container store gives you like all those storage options. But

[00:57:23.63] spk_1:
like all right, thank you very much. Jen. The company is that firefly partners dot com And she is, of course, at Jen at Firefly. Yeah, not Jenna T. Firefly. Next week, more from 20 NTC. Most likely if you missed any part of today’s show, I beseech you, find it on tony-martignetti dot com were sponsored by turn to communications, PR and content for nonprofits, your story is their mission. Turn hyphen two dot ceo and by dot drives raise more money changed more lives for a free demo and a free first month. Our creative producer is Claire Meyerhoff shows Social Media is by Susan Chavez. Mark Silverman is our Web guy, and this music is by Scott Stein It with me next week for non profit radio big non profit ideas for the other 95% Go out and be

[00:57:27.33] spk_0:
great. Thank you, Thank you so much.