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Nonprofit Radio for July 20, 2018: LinkedIn Marketing

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My Guest:

Marc Halpert: LinkedIn Marketing

Marc Halpert returns with ideas from his new book, “You, Us, Them,” for promoting yourself and your nonprofit and attracting the people you need.

 

 

 

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Duitz hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host this’s show number three, ninety nine next week is four hundred win a brand new studio, so we’re welcoming well, welcome us to the show i get to the studio first time in the studio with and we’ve got a wonderful in studio guest as well to inaugurate the new studio experience, and i’m glad you’re with me for it. I’d get slapped with a diagnosis of brick, your radio prayer itis if you unnerved me with the idea that you missed today’s show linked in marketing, mark halpert returns with ideas from his new book, you, us, them for promoting yourself and your non-profit and attracting the people you need durney steak to be part of our four hundredth show next week we’re sponsored by pursuant full service fund-raising data driven and technology enabled tony dahna em a slash pursuant by wagner, cpas guiding you beyond the numbers wagner, cps dot com and by tell us turning credit card processing into your passive revenue stream. Tony dahna em a slash tony tell us my pleasure to welcome back marc halpert to the to the show and to the studio he is owner of connect to collaborate. He spreads his length in and networking evangelism to help others better explain their brand positioning on linkedin. He’s a linking trainer, speaker and coach. His book is you us, them linked in mark i’ve to take a breath before this you, us, them linked in marketing concepts for non-profit professionals who really want to make a difference longer than the book you’ll find him at connect to collaborate dot com and that’s with a number two. And at mark helper and that’s marked with a c so it could also be read at march albert like he was related to her about the jazz. Do you want to on jess? But no he’s at mark helper. Welcome back to the studio and the show. Mark alpert. Thank you. Somewhat. What a pleasure. Come a little closer to the microphone. To that house are our listeners. Can all hear you very well. And you call me anything you want. March alpert more job and have more children. Many things. Okay. More jumper did not among the worst of the moster and i’m glad you took that big breath to read the subtitle it’s a long one, but xero search engine optimization and marketing, i presume it’s jealousy which you’re about to assume that these words are important now i s o you have been on the show. You were the first time on the show was december twenty third, two thousand eleven so you were near beginning. We start in two thousand ten. But you were pretty close to the beginning. Oh, and you have been squawking about linked in since then. Squawking? Yes, you are. You’re the eyes vandalizing. Okay, evangelizing is one way of describing it on dh. You’re on again in twenty thirteen. And you talked about linked in for hiring right specifically just for hiring. What? What? What is your? What is your obsession with with lengthen? It is the tool that it’s a power tool. And if you don’t know how to use a power tool correctly, you can get hurt very badly or get very bad results. I was in the emergency room first time i used the phillips head screwdriver i zoned out and now you know so you can’t drive a nail with a screwdriver and if you really want to make a difference, then understand oppcoll how to approach the business community as a non-profit professional and really get between their eyes. This is the tool that will get you there, but you just don’t do a lousy job of it. You do it the right way. That’s what this book does and you feel that non-profits who were focused on them are largely doing a lousy job that most of the ones i see a doing a poor job, they don’t think like a business, they don’t market it like a business. They would like to see more revenue come in, but they don’t think cash flow that’s a business concept that a lot of non-profits just don’t get so then i teach them a little bit about how to approach people who want to help, whether it’s financial help, whether it’s expertise or any sort of other assistance and how to find the right people to put around you to support you and that’s the u us them concept you i teach you individually as a non-profit professional what you need to be doing properly on linked in, if you cannot tell your own story. No one is going to tell it for you, or they might, and you won’t like what you see us is everybody collectively has a great linked in profile because they have each done the you part and you are in your organization organization, and that includes everybody from the e d down, and it also includes a board of directors. By the way, the board of directors needs to be the exemplary forces behind what makes the non-profit amazing. But when a donor looks at a non-profit and they see a disparate group of personalities all talking about weird stuff and all over the place, they get the position that the impression that i’ll look someplace else, i want to go someplace where they really have their acting looks disjointed, okay? And then them and them is everybody you haven’t touched yet or are in the process of approaching, cajoling, having them either part with their expertise, their money, their time, however you’re trying to get them involved, okay, us, then we’ll talk about who the who’s more specifically, who’s involved who’s, including the us is and the them’s as well, say little more. About this non-profits not thinking enough like business is not necessarily limited toe linked in, but that theme runs to the book way want to do this as a business? We need to be thinking about lincoln as a business would, as you said, it’s a little more about what you wish non-profit it would be more attentive, too. Okay, let’s start with the premise that non-profits are some of the largest industries industry groups in most countries at this point, especially the united states, so it is in itself a business force that must be reckoned with. It employs a very large number of people it operates and very many in many different ways, with different vendors with different services that it needs to understand but like most non-profits life, you send a donation in the old days, you mail the donation to a very large, medical oriented non-profit it took them six months to almost a year to send you a thank you note those types of disjointed messages that non-profits typically are involved with these days, their emails air disjointed, there’s, not any sort of organized marketing push. They’re all over the place they’re trying to do. The shotgun method to gather as many people as they possibly can they’re not thinking in the strong central voice like businesses think to market their services for their product. The cash flow issue is hugely important. Cash flow is what makes the organization run, whether it’s a for-profit or non-profit business, if there’s not enough money coming in, god knows it’s easy enough for the money to go out, then you have a disjointed issue i nova non-profit that everybody took an eight percent a salary cut this year came out of nowhere because they just weren’t pulling in enough revenue. The concept but talked behind this book is how do you approach the people who have the high net worth the business community who wants to donate money or services or expertise to benefit the non-profit how do you approach them and market your organisations mission beyond all the other competing missions and those people are on non-profit arlington, they should be many year altum have just a very poor resume looking linked in profile, they’ve done very little to make themselves stand out. No one will give money to somebody who doesn’t stand out i mean the’s. High net worth and well connected business people there’s you’re confident they’re unlinked. If you’re not, if you’re in business and you’re not on linked in these days, you don’t exist. That’s the fact and you may have a lousy profile, but you at least have a presence. You the non-profit people listening need to understand that you can march you khun look at linked in as a database and pol names and associations, and understand who knows whom to approach people that you want to use as the fulcrum that’s where you get the benefit of lincoln. All right, it’s time for a break. Go ahead. Published this month is pursuing e-giving outlook. They took the latest fund-raising reports boiled them down to the takeaways that you need in a concise content paper. The work is done for you. You can also watch the archive of their related webinar. You continue seeing video. Both are on the listener landing page which is at tony that m a slash pursuant with capital p for pursuing on doll sofer, please. Now, back to linked in marketing. Okay, thank you for being more precise and going deeper about the business orientation that that i think is essential also and and often lacking go just actually lacking a bit deep. Ok, then i won’t talk about your book, okay? So and in the book and i just go ahead, i’ve been called many things, like i said, um, there is a competition amongst non-profits for the attention span of the donor and for the money of the donor and today’s world just think about how your attention is being drawn to its political activities that you want to donate to that are very important to you, and maybe the animal rights or some other human rights or some other organization will take a step back in your mental acuity and your mental attention because something else is competing with you. The competition is absolutely huge non-profits don’t understand that they compete with other non-profits often they’re in the same building or they’re down the hall or there across the country, around the world and for profits understand the competition factor very, very well, and they slay themselves to make themselves more competitive. The concept in the book is written. I wrote many pages on the fact that you have to understand what makes you unique? Why you do what you do not explain what you do or who you do it for. But were is the gut the fire in your belly? All right. Why is that importance? And kalu bring other people into your mission. Then you engage with them. Okay, there’s, the competition let’s talk about ok. And that that’s actually an ideal segway to the you. Because you do talk about being what makes you unique. You refer to a simon. Is it cynic, cynics and sinek? Cynic? Yeah. His mantra is that we react to why cos do what they do, not what they do and he likes to use. Apple is an example of organs of a company that devoted to beautiful design and empowerment on dh. Even though it’s a multi billion dollar company you know, occupying sort of a fringe niche at least initially. And they like to play on that. So that’s, some of the why and why they’ve got such loyal like me. Apple’s users. So okay, so what? How do we use? Linked in to show how and why we do what we do, what drives us? What makes us unique? All right. Step back, simon cynic for those people who are not familiar with him, he has a book start with why? And he also has amazing ted talk that you can find on youtube. So those there for people who are s i c k e k, right? For those who were not familiar, you really need to absorb the concepts in simon cynics book or ted talk books or ted talk. He also uses people like nelson mandela, martin luther king, john f kennedy as examples as role models beyond apple. But for people who were trying to convey a a a a mission or a concept that people weren’t understanding at the time and the if they talked about what, what, what, what, what no one would buy-in when they talk about why it is central to our existence as a people or as a organization or is their mission, then people buy in, they see it on it in a more gut and mental level combined and that’s. What makes this more interesting for people too? Give more attention to something they’re not familiar with that makes you unique. That’s what way have we each have a story? Of perspective that brought us to the work we’re doing that’s, the uniqueness you want us to bring out and it’s the during one of our career. That brings us to where we are today many people in the nonprofit sector your career, but here you are non-profit radio, the culmination of your life to deal today as it is that i met you and we’ve worked together and those types of things i did not go to graduate school to go write two books and to be involved in non-profit i never thought that would happen, but my life has led me there. I need to tell that story. I have told that story on my linked in profile about what makes me go. Why i exceed expectations. One of my mantra is why i do what i do not what do i do? Because that’s a resume and that’s not interesting, but when i express in colorful, rich words using power verbs and if you need to find power rubes go google one hundred eighty five powerthru herbs, you’ll find a million power verbs out there use really intelligent language to convey where you’re coming from, where you came from in the past makes you who you are today so who you are today indicates where you’re going in the future don’t put your resume on linkedin tell your story that’s the what? Not the why? All right, so where do we do so now this? I’m not sure what it’s called, but the preview below your lincoln photograph where you just have one hundred twenty characters that what is that called candy on the headline that’s weighing one hundred twenty characters there? Yeah, it’s a challenge? Yeah, it’s probably the hardest going teo do a couple of sections, but that’s the toughest thing it’s the hardest thing because you have to collapse in my case like thirty five years of experience into one hundred twenty characters and that’s a challenge, four characters per year? No, not even not even even i wouldn’t even do that when i was around when i didn’t have a lot to sustain thirty, but the concept is you do not put something like director of development at x ray xero torque that doesn’t tell the person what they’re about to read it’s like the headline on the newspaper that’s you got it. Capture them to say that at the other end of the spectrum can we do we have to? Does everyone have to use the word passionate? I’m getting tired, seeing passionate, passionate, passionate and geek, passionate and geek thinking. It’s not a word i overused well, no, i wouldn’t use it for you experience. You know, there are other words to use that one hundred eighty five power verbs. Yeah, just find what makes you tick. Ask your colleagues, ask your friends, ask your entourage. How would you explain me? Or i’ve written this? Does it adequately explain that’s? Good. Ask them for their honest opinion and they’re with a really honest they’ll say, tony, this stinks or tony, you’re right, you’re almost there. You need to develop this, that of the other so that’s the headline on the newspaper they will not read beyond the headline unless you capture their attention at the headline the next section underneath it. If i could just further is what’s called your summer memory. Your summary is the lead paragraph of the newspaper article. This you have it’s wide open and you have a lot more characters working. Thousand powerthru thousand ok, that’s. For some people, that’s not enough for some people that’s a way to this’s where you use complete sentences is that start with the pronoun? I imagine that it’s just like me talking to you as i’m reading your linkedin profile, you’re speaking to somebody don’t make it look like a ready. I don’t like the personal pages that read like a wee a corporate, they read like a corporate paige, but it’s the personal pain or mr halpert, those this that’s really strange or, you know, he or she does that you’re talking to somebody you’re trying to make them want to engage with you, why push them off first and talk about and your summary the summation of what you do today and where you’re going in your future? This is not fun, it is not easy to write. We were all taught, many of us were taught not to talk about ourselves. So for some people, this is like pulling every tooth out of their head. You know, that’s why i’m a coach, i teach people how to do this as a coach to draw them out, get them out from under themselves as i like to say because most people are just stuck, they don’t know what to say, then you move farther down the linked in profile, and so so experiences next-gen experienced. So you’ve got this very short headline. You’ve got this elevator pitch type of summary, and then you talk about your experience, not in terms of what you accomplished at every job in every job you’ve ever had. But what are the main themes that brings you to where you are today? What does some of the things you learn that you have in your back and your pocket back pocket that you bring to the table is your value proposition. Where did you come from? The summation of your past experience makes you an engaged, understandable, great person to work with you today. My linkedin profile sucks. I was going to talk to you about that. But that’s ok. Really? Did you look at my yeah, of course i look, i look everybody’s. I mean the other conversation. Okay, um and mark this private coaching. So you do. Lincoln coaching. I mentioned private coaching is the most enjoyable of all the work i do. Okay, if you want help with your linked in profile, and i do that international pact with this, you know? Yeah, that’s, right. A team for god’s. Easy. All right, so you clearly don’t make it your resume. The experience section should be a lot more than a title organization and dates. I mean, that should be there in person. But you, you want the summation, this interesting, everything that brought you to to the value that you now contribute. Exactly. Yeah, and why you, in case you think i’m gonna take a lot of time. No one said this is easy or fun. Yeah, i said that. You said that in the book a few times. Yeah, all right, all right. Next after experience comes skills what for most people, yes. Okay, skills are things that you can actually improve upon. So don’t tell me that your skill is management that’s a big textbook on your spoke stand. Yeah, tell me that one of your skills is non-profit divestment management or because i’m george in jail. I put you in jail for that that’s okay non-profit divestment management. What is that? That is when people are working in non-profits to either divest some of their assets or to break their not large non-profit into pieces, these air skills, these things that are not easy, todo that’s donor-centric acquisition is a skill uh, sure, all any of this. If you don’t know what your skills are, look and see what your competitors skills are pretty quickly. Figure out what your skills are and go one better than your competitors and write your skills in terms of things you do on a regular basis every day. Keep a pad by your phone as you’re performing those skills, write it down because you don’t even realize you’re doing it is you’re doing it. I tell people to record their phone calls just on their end and then hear themselves back so the thing’s they’re asking people to do the things that we’re working with people to do thes air actual skills that we have that there are so innate and us we don’t even know it. But if you don’t tell people what you’re skills are, no one will ever know you have that skill and the other thing that’s really important about skills in addition to headline in addition to summary, you know, is that these air searchable terms on link, then so somebody’s looking to find somebody like you? They will use certain searchable skills in the search. They confined you on a shorter list. They can engage with you and find out are you the right to employees or you the right consultant? Is this something that you want to do on a board basis? Probono whatever that is. Okay, so this is just a big old database at the end of the day. Yeah, all right. Recording your calls. That sounds a little creepy. Using just one side. One side sabelo just to record my own. You want it? You want to play back? What? I saito clients. Potential clients. Exactly the sort of guests potential guests me coming back to this and listening to myself recording with you. I like to hear how i come across. Yeah, i like to see myself in a video and i want to talk about video as well. That’s a really important things. Very easy. Tio toe lincoln how do you come across how you viewed by others? It’s an out of body experience for most individuals, they can’t stand video, they can’t stand audio recordings of themselves work on that. This is a really important aspect. We’re due in twenty eighteen let’s do video since you mentioned it because i want to talk also about the head shot in the background, that banner, but video. Where do you get video into lengthen your linked in profile there two sections where you can add video? You can add it to your summary, just below it. How do you do that? There’s? A little, but the little so you’re insecure in editing. Now your head in your summary is summary, and it says advil eo click. You can either talk that’s. What says yes that’s just to warn you and you can either add it from your hard drive if you have it, download on your computer or were you going at it from the web? Easy. Best way to do it is to do it off of the youtube. So take whatever video you have. Put it on youtube channel. Pull it down over youtube. Channel in tow. Linked. It works like a dream every single time. In summary. In sodom editing the summary, i click the pencil. So it’s azad video. Yeah. All right. I’m gonna hold you. Okay? Where else you said there’s? Two sections. Where else, in your experience, each experience, various job you have. If you have video from that job, you can add a video pertinent to that job. Same thing at video. Take it off you two. My throat on their wellington sucks. I have hundreds of videos. You well, you ought to put him on now. Don’t go crazy. A lot of people for too much video get into video stagnation. But, you know, you don’t think every job should have a little video now. The most recent ones, i suppose. Yeah, and i keep rotating. I just did three videos for the cf a society. Here in new york, they came back to me. It really is a certified financial analysts. It was about finding job’s about what to do if you’ve been recently published. How do you put it on linked in what to do if you want to be a thought leader, how you can pull my other people’s articles and give your opinions on it and what to do and link tio the’s air three little video snippets i threw him up on my youtube channel, i pulled him down to my linked in profile under my job is a linked in trainer and evangelists, and they worked really, really well. Head shot headshot what’s your advice around that that’s, the little circle so what we see is the little circle. First of all, get a professional headshot. Do not do a iphone this’s those terrible you could tell them immediately don’t do a headshot anymore with a white background behind you, it just looks old. It was an older style. Put something with a scene or some suits if you’re an attorney or if you’re in a non-profit put something for the cause. It’s behind you on animal if you’re an animal rights have you know the animal? A picture of the animal behind and the banner you raise banner banner schnoll banner is blank your bandit on humiliated. I can’t even have a continuous conversation with this. This is great! My cough! I i’m humiliated. All right. What do you do with the banner? That’s? A big space. A big space it’s. Almost fourteen hundred pixels by six hundred pixels. You put an immediate image of what you do. You want to do you on radio like i’m looking at you right now. You in front of the microphones. You are? That is easy. I have done a mosaic of various photos of me in various aspects of what i do. It’s my headshot, though my little michel circle is me. If it’s a close up, though, i could do something broader. Do broader? Absolutely. You should do that with your speaking. I could have me there. You know a montage i think you mentioned in the book. Well, that’s. What i instead of instead of one one image for the batter, i could do a montage or a little more pieces from it. If it’s ah, thumbnails from your various videos we were talking about video before. Easy to do if you really can’t do this yourself, folks go to canvass, see envy a dot com and search for linked in banner could be easier going one. Drop it in dunaj okay, i don’t like people who go lazy on me, tony. No, no, no. I want you to do one the ten for you. Canvass. See? A well, i have a way of social manager. I think i could pull something you could’ve said. But all right, can va va dot com dot com for others for other people who need candidate comes asking for a friend. Alright, this’s. Excellent, excellent advice. But i mean, we’re going to get many gritty, and i’m focusing a lot on you because this is the basis of it. And then we moved to the organization and them, you know, that’s attracting. If you optimize the you end us, then the them is going to be there going. People are going to be finding you and and recognizing the value of your organizations, right? You’re going to do a great job. And that’s exactly what wallace about exactly. I read it. I know i just tries i’m disappointed in you surprised i’m disappointed at your shot. I don’t think i throw this thing together. I read it last night, but it could have been this morning. I don’t care the image i want a girl to take away from this part of the conversation is that many people in the non-profit community did not start in the non-profit community. This could be our anybody, hardly anybody. Millennials now are studying and becoming non-profit professionals from school and go into non-profits whole new environment, right? But many of us you were an attorney, i was a corporate finance guy. The journey is amazing how we got interested in all this stuff. This is what the story you have to tell in you. This is where i have come to, and this is where i have come from, and this is why i can offer you. So this is the past to the present, to the future orientation that you have to tell in new york. I’m not ready to move to the us, though. That was a very nice summation for the fact that i’m not ready for you to move to the oh, yeah, no, because the recommendation section. Okay, you have some advice on recommendations e-giving them soliciting them. Let’s talk about that. What’s your advice there, right? Let’s, take a step back to skills. People can endorse you for skills. That means they can come to your skill and they can click. Yes, i know tony has that skill, right? Many people think they’re doing you a really big favour with the endorse you for every single skill you have of which is not those they’re playing perfunctory skills. Well, when you improve your skills on your profile, then people will come to your skill section and say, yeah, tony really has that skill. Yeah. People you can weed out the people don’t really know you have this good. Why given image that people know you have that skill when they really don’t? And they could only because embarrassment when people really want to put words on paper or electrons, they want to write you. You want a recommendation? You’ve done some really great work for somebody. They call you up and they say, tony, great job really appreciate you save there. But thank you and that’s the time you say to them on the phone it’s my pleasure. I’m going to ask you two, please write a recommendation for me on lengthen. I’ll start the whole process with ewan lincoln. Of course it presumes you’re connected on link there i’ll tell you along the lines of what i’d like to include you send it to that person for their recommendation. Humans being humans not having a lot of time being a little bit lazy, basically going to get back what you asked for asking for recommendation with the right wording in the recommendation ensures your success in getting back a recommendation if you just say the somebody hey, write me a recommendation. You’re going get garbage back. Mark is a really great guy. Mark did a really good job here, but we live that’s boring. That’s not good stuff. You want somebody to use an anecdote, a situation where yeoman work really great work was done. And you were the one who did it. And someone else a pining about how well you did. That is really, really valuable. Yeah. Uh, there’s so much of that throughout the web. Recommendations from yelp too. Latto linked in. All right. And content fresh. We just have about a minute before break. We gotta keep our content fresh, always rotating videos. What else can we do? Well, we can post about our work. Well, that’s, what i did, i’m posting yesterday, and i’m going to be on tony martignetti is radio show. And i commented and you did, and i appreciate that. And tomorrow, on top of on monday when this is actually recorded, hey, if you’re honest, you know i want you to have a look. You have a listen in that type of thing. There are so many ways i read an article that i really want to share with other people you’re selling, plop it out there and share it. You tell in the comments, why it’s important? Because if you’re a thought leader and people believe in what you’re talking about, then you telling them to read this article will make them want to read the article. All right, you take a break, regular cps. Now i’m getting personal about wagner. You eat huge tomb. He’s a partner there. He’s. Been a guest here. Check out the firm, then talk to eat. Why? I talked to a very good guy. No pressure. I wouldn’t have it. Why wouldn’t allow it if he was high pressure? He’s not. He’ll explain how wagner can help you with all the stuff that cps do and how they go beyond the numbers. Tete, check out regular cpas. Dot com now, tony state too. Next week is our four hundred show. I want you to be a part of it in line with what mark and i are talking about actually sharing your unique story. I want you to share your story of how you got into non-profit worked like we’re saying nobody. Well, very few people now. I grew up planning this as a career. What got you in? I’m going to read the top two stories on air, so you will be part of the four hundredth show. You will live forever in the non-profit radio archive. Plus, you win a bag of pure coffee. Are four hundred, show sponsor cure a coffee. So my video explaining all this is at twenty martignetti dot com where you can comment to leave your story there. Share it there, and it’ll be part of our four hundredth show. Um, you can you can hit me on linkedin too, if you like. Share your story. Let me know how you got into non-profits now go back to mark alpert and linked in marketing. Okay, we’re going to live. Listen, love, but not right now, okay? All right, s i wanted your yes, i wanted you advice on practices for recommendations. Thank you. Okay. Taking back charge of the show now. Now we’ll move, teo. But already we move. I’m ready, but i’m not ready for you now. Ok, i’m ready. You’re ready? I’m ready. It doesn’t matter. Let’s, go. We’ll go though we’re going. All right. Who are the us? Is you mentioned? The executive director needs to be optimized linked in. So all this all this you advice we just talked about applies to who each individual in organization that has a public face. If you touch the public, you should have a great linked in profile for and on behalf of your organization. Because one loose link in the chain makes the change terrible week. Yeah, it’s only strong as the weakest link. All right, so on ly, if you’re public facing, i mean, you could be. It could be a back, you’ll be data administrator or something that most people have one, anyway, should let’s concentrate on the with the public face let’s, be sure that the public is seeing the organization at its best that this story’s air consistent the examples that people are citing are consistent, but they’re using their own words their own intonation in showing what they want to show about themselves, often in non-profit e of people have been there for a long time. They’ve all come through the door, you know, through the grasses together they’ve grown up together. This becomes something that they can talk about individually, what they’ve learned and how they developed in the organization, all within the mission of the organization. But if you have one really great linked in profile and you have several orm or really poor linkedin profiles, an individual can look at everybody in that organizations linked in profile and see that it’s disjointed. When it’s disjointed, they lose faith, they lose faith, they lose interest and they probably are going to donate whatever you’re looking for them to donate that’s the us. The book has three case studies with family centers wave and why and unicef wave what is it? Waving? Waive any it’s, not wave. And why no nights not only to your down your work, you know, v and why that’s wave and why waving me so even direct too. But i mean half of my friends and wave me there’s going to be leaving? Why? There are only listening. I’m color i thought the senate and eunice if i don’t want to cut off, i said yourself united nation international children emergency fund everyone knows that very all right on one of them, one or two of them the you profile, the communications, marketing people there. Or that you are asking them questions and profiling the organization and how it uses linked in smartly one or two of them says said that they provide content four individuals to use on their their personal pages, i think optionally and no, nobody mandated it. But they like that out of shared drive of content that you can put in your in your personal page. So that’s, one way of we’re gonna be optimized and having a consistent message exactly right works really, really well, a lot of for-profit ce do. This is well, their managers in the organization that read articles or know what’s going on in the company and their articles that are written about people in the company and it helps keep the met, the message organized. And then when there’s a hot topic that comes up in the industry or in the non-profit little world, they can pull that article really quickly, send it out to the various people who are using leaked in on an effective basis, and have them push that article out with an introduction of personalized introduction in their own words saying, this is what we do. This is why we do it. Unicef there’s a crisis anywhere in the world any day of the of the year. They have a shared organizational effort to send out material so that people don’t have to recreate the wheel. It doesn’t make sense. Okay, so that’s one it’s simple. One method is simple. Starting content. I know what it was about. Wave at it spelled w v. And why? And the why is not capital. But i just assumed that that was a misprint. A typographical error in my book. Come now. Yeah. There were a couple money. No. But i thought that was one i thought this way. I thought the end was supposed be capitalized. I just assumed you typed it. Wrong way. Vinnie is a very i know and elder elder’s center for people who are multiple centers across the spectrum from assisted living to five star nursing care really read waving and i guess i owe him that much i know you are since i thought they were waving. Why i owe them that much of a shout out. Okay? Damn hyre you mentioned onboarding or maybe it’s in the case studies onboarding new employees making sure that they follow the the the organization page. Andi also, i think it’s in one case studies orienting them about what we what are expectations are around your personal linked in now that you work for us if we start talking about that, i don’t think any of your clothes i think that’s very common. It’s joining the club, it’s toeing the line. This is what we do. This is how we communicate with the world. This is what we’d like you to understand, but if you can’t communicate it yet, you’re too new. Learn it, learn it. From one source, instead of having it from disparate sources. So it’s great for onboarding it’s great for bringing in a new boardmember it’s great for bringing in having the new executive director understand from the outside, only great you’re saying it is essential you want us for new on new employees knew our new volunteers. It makes perf boardmember zoho doesn’t make sense. Every organization needs tto have it’s company profile pages of what linked in calls there it’s, a micro website just for the organization so you you can be a part of and follow and organizations company profile page and the company of the organization can communicate through that profile page any news that they have any new project they’re working on whatever there the volunteer appreciation day is with pictures and videos and all that, and everybody who follows that organizations company profile page gets that message through linked in so it’s just yet another way to reinforce the marketing and the branding of the organization of the central let’s talk about the profile, the company profile page now the non-profit paige, we’re talking about the individual what you could do to optimize all yours all your individual ones for the company page. Obviously, we talked about following sharing it you want you want staff and volunteers in boardmember to share the non-profit paid absolutely. You can share the earl of the non-profit page. You could put it in your signature of your email. See what we’re doing today at our organization’s linked in company profile page. Any business person is going to recognize that’s another place to get information on the organization. Ultimately, you’re trying to reinforce a consistent message in the us through the company profile pages one tool or just having fairly consistent messaging for each individual as a well, we want to bump bonem can’t hurt to send it twice in one item i want optimize our our corporate page. Is it called the corporate page? Goodcompany probono latto we want to optimize our company, the profile page are numbered, but we also want all the individuals right optimized so i want the ah ha moment when an individual who was outside your organization reads and sees that there’s a consistent, organized message. Why? Because so few non-profits do this, you’ll stand stand out exactly right let’s, let’s more about the company. Profile page employees can contribute to it. They can you can empower employees tio to make contributions and, you know, depending on what you may not have a marketing communications staff. Duvette but you’re encouraging individual employees to contribute, but you want to have one adamant in the organization be responsible for the company profile coming to consider one boy, but he’s got all right. Somebody should vet it has to be done that way. Okay, okay, but it becomes something that people can point to and be proud of and that’s really, and you want to see fresh content on there just like you do on the company facebook. But you know, the organization facebook page, your link things, your twitter stream, of course, fresh content, family centers, those that wave and he does that you mean stuff? Does that that’s why i really chose these three? Because they do the very best off almost everything they should be doing on linked in these are not the first two are not large organizations, of course unicef is immense, but they doing the two small organisations, they’re doing every bit as good a job with just one person being responsible. For all the outbound marketing and branding, using lincoln is just one tool. In doing that they use facebook, they used twitter charge they use instagram, but they’re using linked in to communicate with the corporate sector. That’s where the high net worth individuals are going to give the big bucks or give the great expertise that they’re looking for that they need you in the organs and your friends is that when a cz these people are doing their research, they’re going to look for you on linkedin exactly because they’re using linked in all day, every day anyway in their office. That’s what business people use all the time just just a nout growth of using yeah, you know, i don’t know if that’s widely known among non-profits that people in the corporate sector are using linkedin routinely. Yes, yeah, that when they come in in the warning, they turn on their e mail, they turn on their internet and they go to rightto link todo many of them. They want to see it getting any messages through linkedin if they’re looking for a job if they’re looking for it, even if you’re not looking, yeah it’s, it’s there, it’s a tool it’s, a communications medium that business people used to speak to other business people, they’re vetting uh, vendors, they’re looking at consultants, they’re seeing who knows whom and how they can get to that next person that they want to influence. This is the tool, i don’t think that’s, widely known in the non-profit community that the corporate community is using linking so widely, yeah, that’s, that’s the premise of this book that if you want to get to the high net worth big giver, you gotta talk the language, the high net worth big givers using all the time you have to be where they are. Of course not don’t make them think too hard don’t make them work too hard, put it on, linked in over there already there in any way and that’s common sense, unfortunately not appreciate. Well, yeah, but we’ve had we’ve had social media guests say you’ve got to go where, where your constituents way audiences are not where you want them to be, right? So your point is and it’s not only high net worth donors, but maybe you know this could applied any major donor new, new major. Donor looking at the organization. That they’re going to do research on you on linked in there, they’re less likely to go to your twitter stream then they are just like for your for your facebook because they use that at different times of the day. Lincoln is open business hours, primarily it’s open twenty four seven, of course, but it’s used by people on their screen while they’re sitting in business. You’re going to them. You’re seeing the usage statistics. I mean, you see that it’s tze predominately a nine to five. There are times when it is busier than others. It takes it it’s quieter saturday and sundays. Yeah, but it’s clear it wasn’t clear, not really. Nine to five monday through friday, depending on the time zone people are in, right? Yeah, there’s, there’s a lot of use and people are learning how to use linked in for purposes it wasn’t intended, which is good because they’re using creative ways to engage with each other. Who’s going to a meeting? I’m going to a networking event. Who’s gonna be there. Who do i want to meet? Who’s part of this organization doing this, of course, is not aspirational know there’s going on. This is going on. This is absolute this’s, and the better your linked in profile is, the more apt ur or possible it is that you’re going to meet somebody good, and you’re going to find somebody good to meet. So you want to have this all optimized, you know, as you’re approaching new potential volunteers a cz you’re approaching, we haven’t gotten to them yet, but corporate sponsors also local businesses. I’ve got i’ve got a i’ve got a vendor coming in this afternoon. I don’t know a thing about this person or what the organization does. Somebody said you need to see them or give ref averted onto me. They’ve got a product to seem interesting. I want to know more about them before they actually walk yet. So you do your research up front, you could have a much better conversation during that sales call and get to the nitty gray. You know what they’re about? They’ve probably read your linked in profile to at the non-profit level. They know what you’re all about, it’s all about sale that part i understand, right? It’s, the business it’s the business people using lincoln so so commonly that i don’t like i said, i don’t think it’s so widely known. All right, all right. We have, like just a minute or so men and a half before the break. You talk about something i was not aware of in the company profile page. A showcase showcase. Sub page. Yes. What is this? My book is a showcase sub page on my company profile page. I can take a product or service and i could give it extra extra notoriety on my linked in profile company profile page. And you can see just about that little last. How do we create a sub sub showcase? Okay, the admin on the company profile page is the one who lords over the right. Okay, spaces, you should guard. They goto says, creates showcase page bank it’s done. Says where on the company profile page on the admin is paige. Oh, head men see a different aspect of the company profile pictures. Got everybody else is okay. All right. So look for the showcase some page and you can put all kinds of content in their absolute video to video audio. Yes. Pdf. Slide deck you anything you want? You spend a couple. Of pages talking about all the different formats from everything you mentioned to png die what people don’t know they don’t have dozens of formats that lincoln will accept if you don’t have a visually interesting linked in profile, you know people walk away that’s the concept okay? Gonna take a break this time for tell us i have a new tell us moughniyah ll and this one is from a company talking about companies tell us has allowed my business to support my favorite charity without even feeling the pinch of writing a check. I am donating money every month that i would have spent on credit card processing anyway. And quote, you heard me say it. Fifty percent of the company fees go to the non-profit each month that’s what you get when you refer cos to tell us a long stream of passive revenue check out the video at tony dahna em a slash tony. Tell us now, it’s. Time for the love that’s, the liveliest in love, of course and it’s going out. And we started right here in the u s of a wilmington, north carolina live loves to you swan’s, borrow north. Carol, look. At north carolina chicken in since i moved there so wise about north carolina wilmington, north carolina live listeners love to you multiple new york, new york even though i moved, they don’t mind that low new york, new york love it live love to you also nashua, new hampshire and tampa, florida, is that i don’t know that might be a congressional candidate in nashua, new hampshire. I don’t know, but live love to national new hampshire, irrespective of who it is irrespective. And you’re a good nose regard irregardless no, regardless regardless, not irregardless, right, regardless of the respective that’s. How it works national new hampshire in tampa, florida live love to you, let’s! Go abroad. We got berlin, germany. Good dog. Oh, we’re going abroad again! Staten island! No! Take that back. Staten island live love to you and brooklyn too. We got it. We got three out of five boroughs checking in where’s, bronx and queens. Not today. All right, they suck live love to staten island in brooklyn. Thank you so much. And let’s, go abroad again. Konya. I hope i said that right in turkey. Turkey, you’re on my mind a lot. A lot. Of political unrest and seems to me dictatorship going on live love to turkey the podcast pleasantries that’s where the vast majority of our over thirteen thousand listeners are are positioned on the podcast. So pleasantries to the podcast audience whatever device whatever time thank you for being with us. Pleasantries to you and the affiliate affections go out to our am and fm affiliate stations. The terrestrials throughout the country. Terrestrial radio is going nowhere. You stay with it. Don’t it’s such a personal and close medium. I am fm radio. Thank you for being with us. Thank you to your stations. Your station speaking to you right now you thank you for your station, for hosting us and to you for listening on am or fn affections to the affiliate listens now let’s, go back. Tio linked in marketing with with mark halpert. And i think we’ve, uh i feel like we’ve exhausted the us. Maybe we’ll come back. We’ll see how the timing goes. But thank you for that showcase explanation. Never heard of these things. Showcase some pages. The thing about lincoln hey, it’s, hard to use. B it’s confusing. It is. It is hard, it’s. Confusing, a lot of people get very messed up. You’re gonna figure out how to use well, my job is to make it easier, simpler, more intelligent to use. And there are all these little nooks and crannies that people don’t know about. So i blawg every business day about a nuclear cranny. Alright, richard block my blood is connect the number to collaborate. Dot com yeah, you go to lincoln nuggets on that page and you can subscribe for free. You get something every morning at eight a, m eastern time every single business day. It’s if it’s not something new, i’ve got three good new things that came out for monday, tuesday, wednesday, coming up next week. And then i also talk about things in my life for other people’s lives that are linked in oriented, this always a linked in twist to what i write about. Okay, that’s, we get the good stuff. Well, the good stuff is here and non-profit radio we’re talking about almost holdout on non-profit radio listeners, almost this good stuff. You don’t do it every business that no, but they’re getting good stuff from you right now for analysis so much the better all right. Don’t hold out on non-profit idealist. I should never i won’t have it okay to them. S o basically, your premise is that thes people who are potential volunteers, board members, donors, advocates and one way or another, supporters generally are going to be using if they’re in the business world going to using linked in tow. Look at you two reach to do their due diligence. And obviously, it’s got to be optimized the way we’ve talked about individually and organizationally. All right, this is so this is their first impression. They may very well be their first impression of you. Gotta be strong. Don’t make it there only impression. Yeah. Keep the oppressions consistent and regular and tell your story. The more people see things, the more they remember them. They’re not gonna remember any of you want to get to the why? How always, why always why? Why should i want to help you? You talk about some other them’s in the book that i haven’t rattled off yet. Listen, rattle off a few yourself. Well, i just happen to have the book right in front of me and that’s. Why, you let’s talk? About some them we talked about donors, we talked about corporate sponsors, corporate sponsors are huge, you know they’re going to definitely big money. They’re based on what you’re saying oversignt competition back to my competition comments, you have to show the business that is going to be a corporate sponsor on linked in which is a medium they understand where your value is and how they can be a part of making the world a better place. You have something in a book called cooperative in court. Is that is that a misprint? I’ll be the one dish, my world, my word, it’s, a portmanteau oh, it’s a portmanteau you’re doing that there was a misprint again, like, wait, you’re even new york. Yeah, coop oppcoll hour to swap a tours, tours the has the noun of the challenge and warm of the adjective cooper cooper. What is it? Coop petition competition petition is cooperative you as an individual in the non-profit working with in a community of non-profit professionals, other people on a collaborative basis, though you may compete for the same donordigital. And this is a really important thing. Is there’s a very there’s a lot of comment that bill broker makes in the case study about family centers about how they’re working on community aspects and working with other organisations in the community the’s, air cooperative action players with bill and so, as if we work together, we could do things better, and then we have to understand who our competition is and how to approach them and that’s the premise of the chapter on coop petition so does so does coop it? Er begin as a competitive er and then you coop them into being a cop it er it’s a process, because if i’m to go up there, if i am to coop, if i’m competing with somebody, my guard is up, i’m not really ready to collaborate until i understand how they can help me and i can help them, but mostly how they can help mei that’s human nature when i see in their linked in profile that they are actually doing something that resonates with me, though they may compete for donorsearch vollers, we can do things better and that’s people that most people don’t even. Recognize as people that that could be assistant helpful. I want to flush that with a little more. Okay, yeah, that seems like, uh, i mean, you have to be very gentle about how you start, recommend a or offering teo cooperate with competitors dahna business all the time. Yeah, not really done in non-profit i know another business concept they bring from my experience and from what i’m seeing in the market to bring to non-profits so just help make things a little bit more intellectually interesting. How might you initially approach? Ah, competitors to tryto coop them into a being a coop it er first i search for them on linked in using keywords, we talked about keywords before search engine optimization. Keywords are your skills and words that you use in your headline your summary and you experience. I would make a short list of the people in my general area if you are in a geographic mode and you khun see and read their profile and understand where there are overlapping areas of interest were there overlapping connections. The people you both know with their overlapping areas ofthe need because we’re all talking are not lincoln. Profiles about the things we want to do to make the world a better place. And then you can approach them. You, khun, send them a request to connect. You can call them up on the phone. You can have coffee with him. You connect with them if they were deserving of your connection. You just don’t connect anything that moves. Because that’s just not a good thing to do. And then you continue to send the material. Hey, tony, we talked to coffee about this, that of the other here’s, an article i just came across. What do you think? And the more you send to me and i send to you the stronger our allegiance becomes to each other, even though we’re competitors were able to collaborate on certain areas. And we build trust between us. And this is unique to some people have never even thought of doing this before, because we’re all hunkered down in their nine to five. But there’s a greater need for not want non-profit professionals to be professional with each other and to help each other along the way. It’s a tremendous effort. All right, i made you tigress twice. That’s. Why? I asked you, but we’re coming back to it. I keep a mental map of where we’re headed, so you’re going to listen more them’s. Okay, so more talk about people who make decisions on grants. You know, we haven’t talked about foundations, of course foundations. They’re certainly going toe look atyou. Think then it’s probably not probably not enough of them actually asking. What is your linked in profile, earl on the grant application, but there’s probably going to be some of them were going to take another look. Well, even if they look, they look well, be looking well within their right to go beyond the four corners of the applications, right? And if they are corporate oriented, they’re gonna be looking or they come from the corporate world into the non-profit well, they’re going to be looking, um, plan e-giving you know, a lot of attorneys and a little about that. I know you do. You know, a lot of attorneys who work with givers, they want to show givers who are typically might be corporate people. They might have retired from a great corporate career, how this all works name one more and then we got to wrap it up, how about the press? Linkedin is god’s gift to the press because when they need something fast, they’re looking and if your profiles great, you’re going to get more press, better press and you’re going to get a story if you can convince somebody why you have something to say. Mork alpert, the owner of connect to collaborate at connect the number to collaborate dot com the book is you us, them linked in marketing concepts for non-profit professionals who really want to make a difference, thanks so much more helpers are available on amazon, in paper and in kindle. I just had to throw that and thank you for having me. You’re well, good to have you back next week. It’s the four hundred show live music giveaways share your story to be part of our eighth anniversary show share it on linked in or at twenty martignetti dot com. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com were supported by pursuant online tools for small and midsize non-profits data driven and technology enabled tony dahna slash pursuant capital p wagner ciba is guiding you. Beyond the numbers. Wagner, cps, dot com and by tello’s, credit card and payment processing, your passive revenue stream. Tony dahna slash tony tello’s, our creative producers, claire meyerhoff. She’ll be on the show live next week. Sam labor, which is the line producer. The show’s social media, is by susan chavez. On our music is by scott stein. You’ll also be on the show in the studio with his with his eighty eight next week. You with me next week for non-profit radio the four hundred show. Big non-profit ideas for the other ninety five percent. Go out and be green. Duitz you’re listening to the talking alternative network. E-giving nothing. You’re listening to the talking alternative net. Are you stuck in a rut? Negative thoughts, feelings and conversations got you down. Hi, i’m nor in center of attention, tuning every tuesday at nine to ten p m eastern time, and listen for new ideas on my show. Beyond potential live life your way on talk radio dot n y c schnoll. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah. Are you into comics, movies and pop culture at large? What about music and tv? Then you’re in for a treat. This is michael dulled, your host on talking alternative dot com. I’ve been professionally writing comic books, screenplays and music articles from fifteen years. Catch my show secrets of the sire at its new prime time slot. 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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be forced to suffer the pain of sal pin jim fractious if i had to listen to you say that you missed today’s show news from accounting. There are revised accounting rules you need to know and you huge tomb walks us through. Don’t worry, we will keep it lively and interesting. Heat is a partner at wagner, cps and linked in latest lincoln got a facelift plus operational changes, especially in search what do all the updates mean for your prospecting? Maria simple knows she’s, our prospect research contributor and the prospect finder on tony’s take two end of the hair. We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com my pleasure to welcome back, eat huge tomb. He is a partner at the wagner cpas. He works exclusively with tax exempt organizations and oversees the firm’s form nine ninety nationwide preparation practice and manages the new york city office eats niche is tax exempt, financial and compliance. Auditing the firm is that wagner, cpas, dot com and at wagner cps. Welcome back to studio. Thank you. Thank you for your pleasure. Now the firm is in madison, wisconsin. You’re managing the new york city office. So you spend a lot of time here in new york, are you? Ah. Are you trying to evade the law? No, you’re not. You’re not under surveillance or anything, or one step ahead of the law, you know? Yeah, i spent. I spent my time between new york and wisconsin. Okay, clear. But for all good reasons for all good, nothing to various are really okay. Like, okay, so okay, now you have after your name. Three designations, two of which i get sepa an mba. Cf is the third one. What is this? What is the c f d? Just assert fight fraud examiners. So be get into sometimes some fraud examinations. Ok, do some work around, like, litigation support? Are you involved in all withy the allegation of millions of fraudulent voters in our election of your involvement on those, you don’t have a quaint that okay, so c f e. I know cfcs chlorofluorocarbons, but that’s, not you. You know, you know, you’re not a guest. That’s not, you know, full gas. All right. Cf. So we have these changes that have come from faz be the financial accounting standards board. Right? All right. So before we get to changes, what is this fast? B what is this thing? The fast b is the governing body that basically sets the accounting standards. Ah, who are then can we name them where they exist? Who are they? Where are they? Well, there are real people. There are people. Okay? They have committees, and they have task forces, so they’re very involved and very, really so ok. Are they are they? Where do they sit? What we’re like? Is there a fast b office somewhere and washington d c or i think they have? Ah, i’m not exactly sure what main offices i apologized neo-sage years yet they have their members on around the country and sometimes, like their committees, meet off on their own experts. But they also have, like employees and other other okay, they’re not elected. This is not elected organization like the u s accountant and pepe, do you vote for the fast b do you vote for fast be members? People do i don’t you don’t vote, you don’t have a vote, you know, maybe they’re not voted. I don’t know. I’m sure. I figured it was just fast. B i was your fast b thing. It reminds me of his, uh, m p ay the motion picture association america. These people who rate movies like pg or an r seventeen and you are not in our butt pt seventeen. I don’t know who they are, but they have a lot of a lot of sway cause of a movie is our vs pg you know, that has a smaller audience in a big around. So, uh, all these all these organisms shadow like shadow government. Faz be mpa. I’m very suspicious. All right? Don’t be suspicious there. Really trust the people. You trust those people. They’re good people, and they do out off work for our industry. Okay, i know this stuff is important. Yes. What comes down from in terms of accounting standards is important. It affects us more than i think. Most people realize your accounting standards. All right. So we have some changes for non-profit round non-profits i would i gather is this is teo to make information more useful for, like, donors grant towards what do we what do i have there? General purpose behind these changes? Correct? Yeah, basically, the latest update from fast b is on this presentation of financial statements for not-for-profits that’s the one that i would liketo ah, space talk about in this show, financial statements are and, ah, basically they’re looking for ways to make the financial statement mohr user friendly, transparent grantspace and useful tow the reasons off the financial state organs and basically the project started tow, clarify certain misunderstandings and latto make the financial statements more useful in terms ofthe, like assessing tilly, could it be off organizations are you are really specific things about have to present of expenses by function and things like that? Ok, ok, so we’re trying to make these a cent more transparent because we know that people donors are becoming more sophisticated about where they’re going to give, looking for transparency, looking more for outcomes. Now i don’t know that i mean outcomes, they’re not part of the financial statement, but donors or more savvy, basically, i think a lot of this comes from guidestar, charity navigator, better business bureau wise giving alliance, you know, all encouraging donors to be smarter. All right, so so we know that donorsearch paying more attention to numbers on, and they’re also trying to make it more clear for the board members also. Okay, so this is supposed to help boardmember sze also right. Okay. Um, now you mentioned financial statements. What the one i’m going to start with those endowments. Okay, now everybody can understand that this is it’s complex, but we’re not gonna make it dull. And there’s mohr detail here. Me now asterisk, asterisk underlying bold there’s mohr detail to these changes than we can cover yet and i in twenty five minutes or even if he’d stayed for an hour, but i don’t want to do for accounting for an hour, so we’re going to acquaint you with the high level and not all the high level because there’s, just too many changes your c, p a and your auditor, they’re the ones who need to know about these changes. And so we’re going to talk a little about some of the changes the biggest changes, and then we’re going to get into when you need to put these changes into effect, whether you now or you wait until it required. We’re gonna get to that part, right? So we just have, like, a minute and a half or so before first break. All right, so just endowments. Now i’m going to give the non accountant definition of account endowment? Not that i don’t trust you, but i’m going to make it simple. It’s basically, your savings account. You only spend income or a portion of the income each year. And when you invade the principal of this quote savings account, um, you may need to get permission sometimes from a state. Or maybe from the donor. It’s a big deal to invade the principle of endowment. So this is long term, like perpetual funds, and you’re only spending the income or a portion of the income that you earn each year. Would you be willing to accept that peopling definition? That mostly? Yes. Okay. All right. So we have. All right. What? What refined my definition of endowment. Basically, the only thing i would add would be the ah, the use. Is not like legally, ah there’s, some recent changes in the law recently and day, a lot of you to spend fundez even though you go under the main principle so even invading the principal right, you can be the underwater endowment for its eggs, a colored exactly that’s, what we’re gonna get to underwater endowments will define it, and then we’ll talk about it right after this break you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the other ninety five percent. I feel like doing some live listener love we got so many, i’m going to spread out a bit, so i’m going to start with new york, new york, right where i’m sitting on west seventy second street multiple looked like a half a dozen or so in new york city love it live listen love to you! Tampa, florida, dallas, texas college station, texas woodbridge, new jersey live listener love oh, we got another one. Queens, woodhaven, new york, lovett lots of new yorkers checking in and new jersey to live listener love to you. Um go abroad germany. Guten tag seoul, south korea so so generous. Multiple multiple soul as always annual haserot comes a ham nida and we have a new country checking in mongolia. Looks like ulan bator, mongolia. Welcome live listed her love to you and the podcast pleasantries and the affiliate affections. They’re always coming. Stand by. Okay, eat. What is underwater? Endowment, basically and underwater endowment is a endowment that has lost value. So basically, just to give you an example, if there’s an endowment for a million dollars and it’s getting invested in the market and the market turns out and now the endowment is worth nine hundred, investment is worth nine hundred eighty thousand. Yeah, so the twenty thousand is considered to be underwater. Basically, in this case, usually it’s temporary. Because more market is supposed to go up in the long run, right, but depending on the timing, especially in the beginning, in like younger organization just starting an endowment. It’s it’s not very uncommon. And ah, basically, the new changes is is going to eliminate some off the confusion. Ok, in this, in this case. But before i talk about underwater endowments, i want to mention, like, the biggest change which i really like because it’s more clarified in the standard speeches, the net assets classifications you insist on to your being anarchist. You insist on talking about net assets first before endowment way. We have to go that way. Because it’s kind of like a subset off. This changes a subset in the net. Asset classifications. Ok, would be would be better if we do this. Okay. All right. So what about net assets? You gotta you gotta define this for us, right? The net assets. Are basically the organization’s net bird s o the balance sheet. The assets are about organization. I said equal liability is plus the owners equity. Exactly. Zoho neo-sage okay, so net assets are almost a kitty got in that example. So the net assets currently are classified into three three types. Unrestricted that asset, temporal restricted net assets and permanent restricted net asset. Okay, so the biggest change here is now you will have two types ofthe net assets. One it’s going to be called net assets. We dot dahna restrictions, which is be cool and off the current unrestricted net assets and net assets with dahna restrictions, which will yeah, include temporal restricted and permanently sticking that has its okay, so it’s so we’re now it z i see is more donor-centric it’s with donorsearch restrictions and without dahna restrictions that’s it that’s two classifications stead of three on its based on whether the donor has imposed restrictions on right now, the money’s gonna be spent, right? Basically, the good thing about this is this is pretty clear because it was confusing, like temporal, restricted by definition, it has to come from the donor but it’s confusing to some. People, because they were thinking the borg and restricted funds. Well, by definition, they can’t. But with this new of titles it’s going to be clear that it’s donor-centric shin’s. Okay, i see. And this would, of course, be, uh, usually are backed up. If it’s going to be a donor restrictions there’s typically a writing. I guess it depends on the size of the gift. I mean, i might give up just a fifty dollar gift and say it’s designated for a specific program. I wanted to go to the lunch soup kitchen that you run. Okay, that no writing for that, but that would be both. Restrictions were dahna restriction that acid don’t restrict right on. But if i do a half million dollar gift, they’re certainly going to be ah, writing or a contract, it is going to lay out the restrictions. Right? Okay. Oh, that’s. Easy, that’s. Easy. Why did i fail accounting? And when i was in carnegie mellon, all i learned is assets equals liabilities. Put sonar equity. I lasted like, three days, and i got i even i even got stuck with the textbook. I couldn’t return the book. Ah, all right, but i got that for all right. So that’s that’s easy now. So one off the things that this underwater endowments they counting for that is changing, too. In the past, the underwater portion was included with unrestricted net asset. And that was creating confusion because some organisations were thinking, although do we have to pay back? Or do we have to cover those losses and the law? Say’s, you don’t have to but now it is nufer change the loss will be included in the ah net assets with dahna restrictions peaches connect to be more ah, i think it’s a better street yeah, this is going to be in line with the law again. Donor-centric too, because site someone else creates an endowed fund that your non-profit that is that is wrist restrictions. Nobody gives an endowment for general purposes. So all right, that makes sense. But you’re saying in the past or i guess currently now it’s confusing where that underwater port should have been reported. But now that it has been reported as unrestricted, which was kind ofthe misleading, right there were restrictions. Okay, okay. All right. So anything more about underwater endowments? That is that’s that’s. That’s! That’s! That’s! Good. Cool. I’m not intimidated, but even i fail. You don’t want to get technical, so i don’t i don’t know, because then i will be intimidated. I mean, that was accounting for poets that i took. So you know where i’m standing, but happy to dio i want i want to talk about this because it’s important for non-profits um okay, what else do we have? Ah, what else? Give me another change throughout. Another change that significant, i think the one off the changes which another one that i like, which is going to be making the financial statements more clear. So you approve of the fast be this fast be changes most ofthe time. Yes, i like i like i like i collect them. I think i like most ofthe them. So one off the disclosures again toe avoid aa or eliminate or minimized the confusion. Ah, is ah, the organization’s liquidity. So currently there are no requirements to disclose liquidity, oft organization and ah, it’s kind of confusing because ben, the readers off the financials see unrestricted net assets. They may think that that money, i mean, then that number is ah, basic. The available free cash for cash little not because it can be if there’s a building like say, we’re tapped a million in the books yeah, it’s going to be ifit’s going to be rich effected in the unrestricted net assets, but that building is not readily convert. Okay, so there’s gonna be some something’s in the liquidity is something that people look at when they’re considering investing in stocks. They’ll look at free cash that the corporation has, um, so now we’re going to be able to make the same sort of analysis and analogous now analysis for non-profits yes, because it’s going to be required to non-profits will be required the basically disclose some qualitative information about how they manage its liquidity, and they could in this case will be defined to meet their cash need in the next twelve months, written within the next year. So there’s going to be qualitative information about that? In addition, there’s gonna be some qualitative, informing quantitative information? Ah, basically listing their financial assets, that’s going to be ready for general expenditures in the next year, so basically looking at those disclosures, the readers off the financial spill assess the organizations needs ah, liquidity, much better and liquor that they may be affected by restrictions from donors. You are south. Impose restrictions from the board. Okay. Let’s, let’s, unpack something here. The liquidity for twelve months now. So, i mean, suppose you only have six months of operational expenses that our liquid so you don’t have a year, but that it will still be disclosed. The old somebody can tell that you don’t have enough cash to get you through the year. Well, ah, basically a quiz is this is going to be disclosed as off the organization’s here. And so you gotta keep in mind that the organization hopefully bills keep getting income right here. Small eyes off today this’s once available for next year’s expenditures it’s going to be available as off that date available for for the next year, our shoretz or may or may not be thiss like equal to the one year’s worth of experience. Kayman up, right? I mean, it’s sort of a bad situation. If you don’t have enough liquidity to get you is like a year is that is that sort of a standard. That is a minimum that an organization should have. That’s going to be the standard for which these footnotes or disclosures bilich what do you think? I mean, is it necessary to have a year’s cash to be to be comfortable? Or is that really nice tohave about it? It’s really it’s very hard. So most off the non-profits they do not have that reserve and some off the lock yvonne’s about this wedding. Don’t you see more typically, like horrifically? If i didn’t have a cash reserve, what would i would like to be a minimum that you would advise me, tio tio, achieve basically most organizations, if they have ah, like three months off oken spence is in liquid essence. That’s, that’s, that’s. Pretty good. Okay, again, understanding more cash is going to coming in, but from day to day you’re recommending like a minimum wage at a minimum of all the income. All the case stops today. How long we can live for three months minimum you that that might be that’s what we see typically in, like really mid sized to smaller non-profit that’s our sweet spot, small and midsize. Exactly lots of colleges and hospitals, or mid sized, but some have more some have less. But if you have less than three months, it’s, not like you’re like in big trouble, but i would advise not-for-profits toe, build some reserves, okay, or for rate to get that three month party. Okay, rico, this is valuable. Um, all right, so so i like the fact that people will be able to make a comparison that i know a lot of investors make stocks in cos when they’re when they’re looking, whether a new investor not okay, what else? Throw, throw something else. That’s new everything that neil is. Ah, another disclosure requirement on functional expenses. So current the there’s two different standards, so for no voluntary health and benefit organizations that’s one type of a non-profit basically, they are required to disclose their record includes state, no functional expenses in their financial statements. Speech this basically this what you see on the nineties, the natural category and function so line item, natural expense category would be like wages, ok, in a functional category with bilich program or management general. Okay, so right now, those type of organization required to have that all other organizations, all they have to disclose is the total program expense his management general fund-raising i thought they’re not required toe put, like sailor expenses in their financial statements. So what this changes bringing is ah, basically all organizations either in a statement or a footnote disclosure, they’ll have to be disclosing like a nature and by function all their expenses. So it’s going to be ah more standard throughout when when you, when a reader off the financial looks at two different organisations, they’ll see this information either in the form of a statement or a food, not disclosure, but i’m going to be there. It sounds like a footnote you mentioned footnotes of budget and it sounds like footnotes are important, but most are very there. We should read the footnote. I had a law professor who used to advise you always read the footnotes and a fact on a law exam. One of our exam questions. You didn’t read the footnote. You were going to go astray in your analys sis. So the footnotes important. Take it. Take it from heat and a little for me because i know less about this thing. But not too many people read. No, i said i love the footnotes. Yeah, and i you know what bothers me when i see i read a text and i see a dagger or like a double dagger. I’m the one who’s looking on the and a lot of times i see this on food, food, packaging, where’s the foot i see a double dagger after after your word. Nutritious or something. Or minerals but where’s, the there’s. No explanation. You turn the package upside down and the double daggers aren’t to find anywhere. So i mean that’s different than financial statements. I realize that. But as a footnote meter, you know, that’s annoying. What? Take the double daggers. Off its’s erroneous double daggers. I don’t like that. So you’re doing doesn’t change with the ah, with this new standards ah, back to business now on me. Okay, the requirement will be the description off the methods have the organization allocates expenses, which is important, in my opinion because it’s going to require organizations to think more about how they locate expect they’re there. They’re gonna have to disclose how they do it. So how are we doing it now? What’s the current rule on expenses are important. I mean that’s everything right? Expenses are everything from rent two insurance, two wages to program expenses. These are all okay. What’s what’s the problem with the current method of expense reporting there’s really? I wouldn’t call it a problem. But there’s, some different from it has be disagrees with you. I get fat city or the fast burn don’t agree they’re they’re emphasizing switches, which is a good thing. But ah, i don’t see there’s a problem, but we see different matters used by different organizations and ah, this paid the reader off the financial statements bill know what method they use? Because these are mostly like estimates which we called significant estimates and ah, and they’ll be disclosing the basis is off these estimates, which is going to give more information to the rehearsals, were basically standardizing the method of of expense reporting. Is that basically what we’re doing? In-kind off. But if even if you’re not standardizing, we are basically making organizations disclose off treyz baron, more transparency give more information have have their doing this okay again, more donors friendly, more user friendly. Okay, okay. Um, let’s deviate a little bit in terms of implementation of thes rules. Now they’re they’re required by required to start using these by when basic the ah the requirement is that for counter your organization’s it’s going to be two thousand eighteen so they’ll be required in their december thirty first, two thousand eighteen financial statements and for fiscal years it’s going to be two thousand nineteen. So if the organization is a junior and it’s going to be for the year ending june thirty two thousand nineteen. Okay, that’s what’s required. Spend it’s quiet. But you can do it earlier. Yes way. Only about a minute left. Believe it or not. So in a minute or so what is there? Any advantage to doing it earlier than you then required? Well, the one advantage would be there more accounting standards updates coming, which is one of them is a revenant. Records face-to-face tio let’s not get into that, but it’s coming face to is coming later. But there are latto one like big ones. Fundez the leases on the other one is revenue recognition between pick some off the non-profits. So the advantage off that would be ah durney implementation would be that you don’t have toe implement everything, like very close, so you can government it’s now and implement other ones in two years. But i haven’t seen any organizations that have been building to implement early, yet not embracing the change about your client’s. Yeah, assuming that this scott issued in august off two thousand sixteen, they’re pretty naive standards. All right, we’re gonna leave it there. You thank you. I had, you know what i had ready for you is, uh the keys to jog in jail, but i didn’t need them see so outstanding. Excellent. Excellent. Put those keys away for another time. And another guest you duitz doom partner wagner cpas. You’ll find them at wagner, cps, dot com and at wagner cps. Thank you very much. Thank you for tony. My pleasure. We’ve got more coming up, and that is with maria simple and that is linked in latest first pursuant, do you want to start a sustainers e-giving program or fine tune your existing program monthly giving raises money and builds strong relationships? I think we all know that because they’re giving month after month and lots of opportunities to thank them or you. Although you’re not supposed to say thank you every month. That’s bad, but it builds relationships. Um, they have a stat that a ten percent increase in donorsearch retention can equal a two hundred percent increase in donor. So i think this is it’s worth looking at. And you want to do your sustainers program, right? So that you get the maximum value out of it. This is the free webinar coming up is sustained, e-giving decoded and it is on february fourteenth. Valentine’s day so you can get the love from your donors sustaining, giving, decoded ah, you’ll find it at pursuant dot com to register, click on resource is and then webinars. Oh, in a footnote i gotta put in i get a double dagger footnote for you that this may also be helpful to you if you need to convince your ceo or you’re bored to start or expand your recurring giving program double dagger, see, i defined my double deckers i don’t like i don’t like errant double daggers, we’ll be spelling. Have you seen the video from their spelling bee for help for children? One guy in the video says best spelling bee i’ve been to in a long time somebody else. Ah lot of great spellers, great band. We had a blast there’s a couple that says we would definitely come back to we’d be spelling this is not your seventh grade spelling bee. Check out the video, it’s that we be e spelling dot com now, tony steak too. The deed is done. My long hair has been cut video of the ceremonial cutting. You will find it at tony martignetti dot com it’s gotten a decent number of hits you’ll be pat, my stylist, the artist. And you watch my river of curls flow down by purple gown onto the floor. Tragic but it’s done what’s done is done. We can’t you can’t. You can never go back. But you do have the opportunity to bear witness to this history it’s at tony martignetti dot com. And that is tony’s take two maria semple. Everybody knows who she is. She she she needs no introduction. She she deserves an introduction. Certainly, but it’s it’s not necessary. You know that she’s the prospect. Find her she’s a trainer and speaker on prospect research that her website is the prospect finder dot com that her latest book is magnify your business tips, tools and strategies for growing your business or you’re not non-profit uh, you know, whereas our diet of dirt cheap and free and you’ll find her on twitter at maria simple, real simple. Welcome back. Thank you so much, tony. Great to be here. That’s. A pleasure, it’s. A pleasure. Thank you. Um, let’s see, linked in. Lincoln has some changes for us. What’s going on over there, you know, you know the one thing about social media that you can count on as if there’s always going to be something changing, right? So lincoln is no exception to that, and they have kind of rolled out a whole new look and feel, if you will, and with that, they’ve rolled out a bunch of changes, especially to an area i’ve always loved on linked in, which is the advanced search feature. So if you haven’t had the change yet, if you’ve not linked, log into your lincoln profile in awhile on you go in there today and it looks the same and feels the same as it always did. Then you have not been migrated over to the new platform yet. It’s weird, i mean, i’m still on the old platform, but i’ve had it experience with using it through some of my clients that i consult with on their linked in profile, so i kind of seen both side by side, all right? So everybody is not converted over that, right that’s reassuring to me, it’s, an immigration prophecy, the immigration problems there throughout the country. It’s an immigration migration problem because i went because i went to you know, i’m prepping, prepping for this, but believe it or not, i mean, i do prepare for the show and i don’t see any difference in mind. So i was thinking these are pretty subtle changes, but maria says she wants to talk about them. I don’t see any changes. Okay, so i am a non immigrant. I’m not immigrants that i don’t have a card or anything. I’m non for the new i’m non status, non citizen status for the new lincoln change, okay, right, right, that’s, right? But, you know, soon i think it’s going to happen for all of us. So you know, if you still have that i’m going to say old look and field here platform, i would say some of the tips that we’re going to talk about today in terms of prospecting. Anyway, you would really want to hop on board and take advantage of using the advanced search feature right away because it will soon disappear in terms of really the refinement that you’re going to be able to do with your your searching, they’re going to make that the base and i know you like me talking about free and dirt cheap, but i did. Think it was an important topic for at least to talk about, you know, what can you still do for free? And what will you need to pay for? What will it cost? Charlie ford? So this is an urgent urgent topic if you are on the old platform of you’ve been non immigrated over, forcibly, then do a lot of advanced searches now we’re going to talk about what changing but do them now while you still can for free. Yeah, yeah. Okay, hunker down this weekend. Yeah, right. Okay, so you know it, sze classic with with the social media platforms that they they give you something for nothing and it’s robust, and then they start charging for it once you’re accustomed to it. Same thing with facebook making the organic reach of pages so difficulty, tio have decent numbers on to encourage you, teo, to buy tow to boost your butcher post, which costs money. Yeah, well, you know, these companies do have shareholders to respond to what they have to make some money. Whatever. Okay, uh, i’m doing a lot of grassing today. I know. I know. A suspect of faz b and m piela i’m on edge, on edge. Okay, what’s changed. Go ahead, give us the bad news. What? What? What are we gonna have to pay for, or maybe you already have to pay for. Okay, so the searching that you used to be able to do one of the things i always loved twas being able to really refine a search. So let’s say, i’m looking for a state planning attorneys that are within a, you know, ten to one hundred mile radius of my zip code who are also interest buy-in volunteering or serving is a boardmember at a non-profit that search to that level of refinement in terms of the zip code and the radius around a zip code that is gone, you now need to pay to use length in if you want to use that level of refinement. So now, if i want to search for an estate planning attorney interested in volunteering or boardmember ship, i can limit it to the greater new york city area, for example, or the greater chicago area. You know, those larger you know how when we’re setting up arlington profiles, we get listselect you know that we’re in the greater new york city area for folks like you and i, so you will now only be able to refine it geographically to that degree, and now so many of your listeners really serve a very you know, specific geographic scope. I always thought that that search feature was going to be awesome, you know, now you can’t really refine it is much unless you want to pay to use lengthen. So are you saying wait, hold on. So you’re saying, are you saying greater new york is is you can’t get any narrower than that under the new service? Back-up correct, but you can get, but you can’t get more refined currently, you can get more refined if you’re still under the old form, right? So how much can you refine it by, like, zip code? Or you could go by zip code? I could have searched for a state planning attorney within ten miles of my coat and now greater new york city area. It requires a double dagger. What? How do you define greater new york city? I mean, that could include philadelphia, for god sake or or close to philadelphia. Yeah, man. Yeah. So, unfortunately, you’re going to have to pay to refine it if you want it, you know, and any more refined than that. So i was sorely disappointed that that particular functionality went away, however, they still for free left the functionality in of searching for people who have a non-profit interest of either skilled volunteering or burt board service. So, you know, if he ah all’s not lost is what i’m saying, okay, so i still think the fact that they left that capacity there for a non-profit executive to use linked into search for people who are within, say, the greater new york city area interested in volunteering for, for, you know, their organizations, you know, somebody has, um, i think, taking the step of putting on their own personal lincoln profiles and raise their hand and said, yeah, i’m interested in volunteering or i’m interested in board service, i still think it’s going to be valuable, to be able to proactively go in and identify who some of these people are, right? But you have to sift through so many more because you can no longer define it to within ten miles of my zip code, right? Right. So you know, you may come up with several hundred people in the search results, as opposed to maybe a more manageable list of, you know, say, i don’t know forty or fifty people that might have come up if you were really refining it to a ten mile radius, so, you know, a little bit more sifting, ah, little bit more digging that you’re going to have to do once you get that list, but it’s still could be valuable, you know, might be something that you can have on an intern do. Um, so i know it feels like, you know, summer is forever away, but, you know, you’ve got spring break coming up for college students, and so maybe this is something you can set up for as a nice small project for a college intern, okay? There’s a there’s, a there’s, a dirt cheap or free idea? Thank you always. See, i’m glad you’re on today because you’re you and eat your finding the bright spots when i’m feeling very grassy, i don’t know why. Um okay, uh, what i was gonna ask about the oh, so what? What about people’s industry? If you’re trying to find some a particular industry that someone is in. Is that that’s still that’s still free? Yes. You can still refine buy-in district? Yes. You can do that school. All right. What about ah, company current company. Past company? Yes, you can still refined by current and past company as well. So if you really want to refine it that way, you can do that. Do you know what school they went to? Also in terms of the universe. So if you want to try and find, you know ah, alum who? You know, you went toe to college with the same university or something. And you think that, you know, maybe you’d at least have an affinity, a reason to connect with that person because you went to the same school, you know that. That could be an opportunity there. What? Do you know what the cost is? If somebody wants to take on the pro version is, like fifty bucks a month or so? Yes. So there’s, uh, there’s a version that is called sales navigator and that’s. Probably the version that that the non-profits they’re going to want to use ad so you can either lock in for sixty for ninety. Nine a month if you lock in for a year, or you can go month to month at seventy nine ninety nine a month, um, and that, of course, you can just use it for the months that you want. Now, here’s here’s. The beauty of it, though you can use it for free for thirty days, so they will let you have a trial, if you will, for thirty days. So again, if you have been migrated over and you want to at least give the new platform a try, i highly recommend you at least try it for free for thirty days. Okay? And again, if you haven’t been migrated over yet, get get to it. Do your do your searches. Yeah, okay, what? What else can you tell us? You’re gonna have to start paying for that that’s free now. Well, um, let’s see what else? One of the things that they are giving access to, i will say, which could be pretty valuable for non-profits who want to make sure that their folks, you know, have access to some good training and so forth, but can’t really pay to send them to a lot of conferences and what not with the premium level services you have access to things, something called lincoln learning and lincoln salary, so i think lincoln learning where they boast that they have over nine thousand courses available, i think that could be a pretty interesting value proposition for a lot of non-profits who want to make sure that folks say, you know, trained on various, maybe technical things and so forth, those nine thousand are specifically for non-profits those air non-profit topics? No, no, they’re not i mean, they’re across the board. I mean, i would imagine if you need to learn how to use excel better or, you know, you want to learn more about, you know, how to use facebook marketing or things like that? Those are the types of, you know, online courses, if you will, that you’re going tohave available. Now, i’ve not tested any of them. You know, i i i don’t, you know, i can’t talk about, you know, they’re they’re quality and so forth. But i thought that was kind of interesting that they did, you know, have that as a perk, teo, to premium. Well, of course, they’re not going to be as valuable as the seminars that maria simple does throughout the country. Prospect research. All right, let’s, let’s, go out, take a break, and marie and i’m going to keep talking about these, the linked in latest, which i’m not liking, but we have to keep talking about it. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals too short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Are we gonna do more live? Lister eleven the first person i want to shit out out is something else from wagner, who i met with you eat it wasn’t in the studio today, but chris, chris rowe, you ask for a shoutout, sometimes i don’t give him just cause you asked, but i’ve given it to you live with her love to you, andi let’s, go let’s, continue to go abroad. Um, we got something else from mongolia, so originally we had ulan bator, mongolia, and now we’ve got sue betar, mongolia, so i don’t know if you two are connected by phone and the person in ulan bator contacted his or her friend in su betar, mongolia, and told him you gotta be listening. It’s tony monday non-profit radio, which which i think is a very worthwhile reason to make a phone call, but either way, whether you know each other or not live listen, i’d love to you. Germany is with us more multiple, more germany, guten tag uk is with us. Is it in england? We know is it? Uh we don’t know, we don’t even know which is which of the was therefore countries it. Could be whales or ireland or scotland, or it could be england. But the uk is with us, maybe it’s, someone welch. I don’t know now if it’s someone english and i just called them welch that’s, very bad, so i’m not getting into it live. Listen, love to the person or people listening in the united kingdom. Let’s, leave it there. And the podcast pleasantries have to come over twelve thousand. Now, over twelve thousand listeners on your own schedule. I love it. It’s it’s, twenty seventeen is all about. Listen at your leisure, benj, listen or do it in drops live. Listen to our podcast pleasantries to the over twelve thousand of you and the affiliate affections to r kayman fm listeners throughout the country. So glad that you are with us. Please let your station know that you listen to non-profit radio that will help us a lot and help them affiliate affections to our am and fm affiliate listeners. Very simple. Um, we were goingto yes. Okay, so let’s continue with what’s. Ah, what you got to pay for news now or soon? That that used to be free. Okay. Well, let’s, let’s, talk about what? Some of the good freebies air still there because sound like i think i might have depressed you in that first segment there. I want to make sure i looked into it. Might be my short hair. It might be this hair cut. I don’t know what it is. You know, it’s, i walked in this way. I don’t know why go. Ahead, yeah, we wouldn’t leave you in your listeners on a good note, let’s talk about some of the stuff you can still do for free that i think are pretty awesome, so they and i’m going to give you a website, and i’ll also put it on your facebook page. But it’s non-profit dot length in dot com forward slash development, right? So you know what they were? I want to focus a little bit more on how to elevate their their pages entitled how to elevate your fundraising efforts with lincoln, so they give you some some tips and ideas on that particular page, as you know how non-profits can use this for fund-raising for development, one of the things they provide is a free webinar that you can watch to learn how to use lincoln better for fund-raising so again, that is still free, and i think it would be well worth while at least checking that out and see what additional tips you might be able to get on. How to use lengthened for fund-raising okay, i’ll just put that in my takeaway is okay non-profit derelict in dot com slash development, okay? And i yeah. I did want to point out that that that domain is still available that non-profit doubt linked in dot com there’s still a lot of good stuff there. Yes, there is. Yes, absolutely so there’s, some good stuff there. So it’s a bad still there, that’s still free they what? When i was poking around that area, one of the things that i did find is that they give an email address, that they say that you can the email them to see if you qualify for discounts. Now i don’t know what that means to see if you qualify for discounts of the non-profit um and then on and the e mail address that they give is non-profit solutions at lincoln dot com and i i i don’t know what the qualifications are. I don’t know if it’s by size of budget, i don’t know, i don’t know, i have no idea, i don’t know anybody who approach them with this, but i figured since i was preparing for the show and i came across that e mail address that dear listeners might want to know about that, they also say that they have a lincoln fund-raising specialist who’s. Available and there’s a form that you fill out and hit send, i guess. And then somebody from lincoln reaches out to you. So that might be worth pursuing something. What? You know, maybe they’re going to give you some free ideas about how to use linked in better and so on. And so for non-profit fund-raising specialist. Yeah. That’s what they call it. I know where you found that on non-profit darlington dot com. Yeah, for its development is where you found that non-profit fund-raising specialist form that you submit? Yeah. Yeah, because they have. They have a link at the very bottom that says, talk with our non-profit specialists. And so when i click clicked on that, i noticed that they have ah, form that you can fill out. And then somebody gets back to you that we should try to get somebody on from lincoln. How about that? There you go. That was that the form and say, hey, i’m learning a radio show. Come on and talk to me. Well, that’s, one way to do it so that’s. A rather simple minded way. It certainly will get the job done. I prefer to be a lot. More sophisticated than that, but okay, i’ll take that one under advisement. Do that without specialist or specialists. Was it a plural specialists? They just say that they have a lincoln fund-raising specialist available for just one person serving a well, i don’t know one point. Two million of us. Ok, it’s hard, it’s. Hard to say. I mean, i don’t know how you know how much they still have in terms of staffing available that they have dedicated to the non profit sector. That would be really interesting question to ask now, did you say a non-profit fundez specialist or the non-profit reasonscall esha list? That article is very important a versus the did you catch that chance? Okay, let’s say that speaks to a link in a ok, so that religion fundrasing specialist who could help you find the right fund-raising solution for your non-profit okay is very important a versus d because okay, so the a of course it could mean they only have one and they just making it sound like they have multiple but that’s another conspiracy don’t okay spirit. Very grassy today, very graphic sexual it’s a short hair i don’t know i’m set off today. I don’t know why. Okay, let’s, get you back in here. Tony welchlin articles. A very important article arguing articles are very important. Geever city, i think. But there is one more thing i did want to focus on that you can still do for free on linkedin, even with the new search feature. So when you have that that search box that’s at the top of the page now they do allow you to run bully in searches. Now you’re going to put me in jargon, geo bully. And everybody knows boolean is good, kendo and or and not okay, so a little feedback. All right, so is that something new? Bully in search? Well, it’s it’s taught their you know, their they’ve given you some, you know, instructions on how you can actually run those searches in terms of how to use you know the word not or and you know how to use the parentheses, teo, filter down your searches. So again, you know, it could be a way for you, teo, to take advantage of what still available for free one. One of the things that i found was interesting, though, is that you? Can’t use like like we can you do on google when we’re running searches, you cannot use the plus sign or the minus sign. So you must use the word and instead of the plus sign and you must use the word not in place of the a minus sign. Okay, that’s it. We’re going very grandeur now, boy. Okay, i know that. Yeah, yeah, pretty pretty important. Is this going away in a new in the newer version is the is the is the boolean search going away? No, no. It’s there. It’s still there? Okay. That’s. Why? I want to make sure we covered it because it is there also those those operators not. And or they must be in upper case letters if you’re going to use that. So that that’s important? A cz? Well, ok, ok. And they’re not supporting any type of wild card searches. Sometimes if you only knew, say part of the word you used to be able to put an asterisk at the end. Well, you can normally and boolean searches, but apparently on their platform they are not doing a wild cards search. So let’s say you were looking for the word ah, fundraiser or fund-raising you normally would have been able to put in f u n d e r a f asterisk so that it would complete the word in any way. But now you can’t do that on this particular bullying search. But, you know, i did want to let people know that that is available. You could just do fund-raising capital o capital our fundraiser and that would cover. All right, we got to leave it there. Maria simple. Thank you so much. Thank you for keeping us on our toes and linked in excellent, you’ll find maria. You’ll find maria at the prospect finder dot com and also at maria simple next week don’t burn out in twenty seventeen and personalized video if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com our creative producers claire meyerhoff sam liebowitz is the line producer. I’m working on hiring a new am and fm outreach director and i mistakenly had gavin in the credits last week after i said goodbye on january first, but gavin, if you don’t, if you don’t leave, we can start missing, so please i’m a damn idiot intern alright, social so media is by susan chavez on our music is by scott stein he’s going to be singing shortly and i’m going to talk over him, so saying, bring him down if you start to happen your turn you with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great you can’t take my own advice what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles? Best founded donors choose dot or ge somehow they’ve gotten in touch. Kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah. You know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow. And savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be stricken with calla boma if i saw that you missed today’s show linked in volunteermatch it place. Allison dorsey is the social impact manager at linked in she wants you to understand the value of their volunteermatch it place and how to use it and stop talking at me. Vicky jones and christine hughes will help you avoid common problems and improve your internal communications between people and departments. Christine is director of individual giving and external relations at westchester medical center foundation, and vicky is planned giving officer at weill cornell medical college that was recorded at fund-raising day twenty fourteen and both segments today are from the november seventh twenty fourteen show. And for that reason, you’re going to hear some live listener love that is spurious and erroneous because i didn’t quite give sam the show information about which one we’re going to use in time and it just it gets all complicated. You you really you don’t want to know how the sausage gets made just suffice to say today’s sausage has a little bit of trichinosis, so just a couple of cells, so make sure you wash your hands thoroughly after. After touching the rock show on tony’s, take two my charity registration webinar we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers. We be spelling dot com here is alison dorsey from that november seven twenty fourteen show i’m very pleased to welcome from california. Allison dorsey she’s, the social impact manager at lincoln, helping linked in members connect with non-profit opportunities. She also works with non-profits to build their brands and identify talent, and she leads lengthens veterans initiative on twitter follow-up at linkedin for good that’s the number four and, of course, the arabic number four don’t use the roman ivy linked in arabic number four good ilsen dorsey, welcome to the show. Thanks so much for having me, tony. I’m glad you’re in from california san matteo, is that right? Yeah, we’re in mount view it’s great to be in new york, a mountain view we’ll get sent matteo from i’m from near sama. Tasks okay. Are you one of the got to know? Are you one of the aipo billionaire? If only now i’m not going after that? We don’t have a billionaire on the show now. Not today. Unfortunately, both of us. Yeah. Okay. Um, what’s it like working there. I mean, that’s a pretty high energy place. Yeah. World famous world known. I don’t know how many members there are, but ten lines. Yeah, over three hundred twenty million. Two hundred twenty million. Okay, hundreds of millions what’s it like working in a place like that. It’s exciting, i think it’s a lot like you see about silicon valley fun culture. You know, we have the ping pong tables and all the people running around having a good time and it’s also a lot of people working really hard and we get, you know, there’s always the profiles of the super genius engineers who are creating the tools. And we definitely have that. Yeah, okay, they barefoot in the winter time. California that’s. It doesn’t matter that sometimes they are, but doesn’t get that. I went to carnegie mellon. Where were computer science majors? And they were they’d be barefoot or they’d be flip flops or even barefoot in the winter? Not in the snow, but that’s. Pittsburgh personally had to stay inside. Yeah, i guess they yeah. There’s. Just shuttling between their dorm and the computer. Science, but still barefoot in the winter. Yeah, but yeah. That’s. The stereotype exists for a reason. One of my very favorite co workers, this guy matthew shop, is our hacker and residents and he’s very famous for wearing flip flops all year round. Yes. Does he wear the holiday parties like family events? Everything okay? Um, what’s going on there anything before we talk about the volunteer marketplace? Anything like insider and he anything coming up exciting you can share. I think the biggest excitement right now is the content platform. You know, we have this influence or platform that you’ve probably seen where? It’s, about three hundred incredibly famous people who do their writing on lengthen now. And we opened that upto all members, and so i can now write blog’s on lengthen. You can write logs on lengthen, and they get much more attention than they probably. What if we were doing it on a stand alone website? So content on linked it. Has been a big new thing for us. Okay, cool. Now you mention the influence of some people. Our designate? Yeah, i’ve seen that on some some profiles, i think designated influence. So you’re talking about used to be on ly there were three hundred or so. Right. Right. Good block. Okay, okay. Um now when it goes over five always wondered about this when it when it goes over five hundred, you have more than five hundred connections. Right? Then it just has five hundred plus. But there are people who have tens of thousands, but they only still say five hundred plus why is that? I think it’s because we don’t want to create a competition for having the most connections that your lincoln connection should be people you really know. And if we show on your profile exactly how many you have, we might have people just trying to compete to have the most, which would be a really valuable use of lincoln’s, which conan o’brien did it want famously in the nonprofit sector? Because he shouted out beth cantor! Yeah, i remember that because that was a great red hat. That’s, right and profile he had her hurry at her profile picture on the on his show, saying that he would he was lamenting that he didn’t have as many followers as beth, who had three hundred thousand or something like that. Yeah, i think it was in the three hundred thousands, and he made fun of her saying if he wore a red hat more and she came back saying instead of focusing on my red hat, how about you shout out? I think it was giving tuesday last year, right? But he didn’t he didn’t invite i think i’ve still got a lot of attention, though, for bath and giving tuesday, so you know, he still helped in his way. Yeah, beth beth was more informed. Beth was was more valuable, though, but he brought attention certainly linked in yeah, yeah e-giving tuesday’s doing very well later in december, going henry tim’s on he’s the founder is the executive director of ninety second street y here, our city, but also credited for being the founder of e-giving tuesday, yeah, i’m a big fan of henry’s and what they’re doing e-giving tio okay, so he’ll do a recap for us in in december, great, but we have you here to talk about the volunteer marketplace. What is this, and why is it valuable for non-profits so the volunteer marketplace is how non-profits can recruit skilled volunteers and board members on lengthen and it’s valuable because linked into the largest global network of professionals in the world, and eighty two percent of them want to volunteer their skills, which is really remarkable if you think about that. Yeah, so the vast majority of people globally are saying we want a volunteer, we just need to find a place to do it, and so we’re working with non-profits now to post volunteer opportunities and their board positions on lengthen and connect those with members so it’s the same system as we use for jobs, they are essentially job postings on lengthen. We just offer them to non-profits at either an extremely heavy discount or for free. Okay, where will non-profits find volunteermatch kit place? So at non-profit dot lengthen dot com all of the resources for non-profits air there, as well as links to post opportunities on the marketplace. Okay, and we’re going to talk about some of the resources i was clicking through. There’s some good. Stuff in there. Um, why? Why are we still called? Cos provoc way get that thing, i think it’s really just about having one tool that everyone uses. I get this question all the time, people saying, hey, why do i have to have a company page on dh? But we’re going non-profit dot lengthen dot com, right, right, but it’s so much we can provide so much more value as a company by using the tools we already have than building new tools for non-profits so we give non-profits company pages, we give them job postings instead of re creating tools that are just non-profit pages and have it be the same thing? Yeah, i mean, but like, just on the screens, couldn’t we just say non-profit name instead of company name? Could we could we do that? Yeah, yeah, i understand that. I mean, we we definitely know it’s. Ah, something that non-profits would prefer we’re working on the clerks. Um, yeah. It’s like, you know, we’re trying to be we are different. Yeah, non-profits are different. Andi. I know i’m not the first person to mention it, but okay, so you go to non-profit that linked in dot com and then you click volunteer opportunities. Is that right? So on non-profit darlington dot com there are a few different pages. One of them is fine volunteers, and that talks a lot about posting and searching there’s another tab for finding board members, and that really focuses first on searching because we also offer non-profits of free premium subscription that enables greater search visibility specifically to find board members. That’s the board connect you’re talking about okay, okay? And we have talked about that on the show, and you and i may have a chance to talk more about that bmc argast got boardmember connect, okay, but for posting the volunteer opportunities you click, click post volunteer opportunities, right? Right. So when you’re on non-profit, darling, do not come and you click any of those post links they send you right into the job posting flow just with a discount code there so that you get the discount. Oppcoll yeah, ninety percent discount is that right? Yeah, but actually i really want to offer all of the listeners to the show free volunteer postings, and so we will have a new option available where if you email volunteermatch murcott place at lincoln dot com and you say that you are listening to tony’s show today, we will send you a free posting code to be able to try out the volunteer marketplace. Okay, we have to say this again. You email volunteermatch kit place at linkedin dot com. Is that right? Yes. That’s. Right. Ok. And just and mentioned non-profit radio. Exactly. Okay, and this will be a test to see. Ah, you know what kind of ligeti this show’s got? Um that’ll be interesting because sometimes podcast listeners it’s a little tough to get feedback from them. I don’t know if you’re aware of this, but i know they’re out there because i see the download statistics, but to try to survey them, get them to feedback. Um, it’s it’s difficult, you know, i’m not trying make apologies, but i’m just letting you know now i can understand that i think they kind of do their podcast listening all in one stream of things like that, right? Or they’re driving while podcast is on, and so they’re not in front of their computer to e mail me write for them the third out of five that they listen to we got to take a break, alison and i’ll keep talking about the volunteer marketplace. Stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s do live listener love in the us? We’ve got multiple live listeners, but they’re yours. They’re masked. I don’t know, we don’t know even what state it is, i don’t and i don’t know why they’re mask that’s unusual but live listener love to our unidentified us listeners, and in japan we’ve got listeners tokyo, chiba and yokohama. Konnichi juana is more live listener love coming. Allison dorsey, thank you again for that generous offer, you’re welcome for non-profit radio listeners were so thrilled offering, but we’re looking for more people to try out the volunteer marketplace and get to connect with lengthened members looking to serve okay, three hundred twenty million and eighty six percent one of volunteers they are, yeah, metoo doesn’t wanna volunteer, and seventy eight percent want to be on a non-profit board it’s also pretty remarkable that is that’s outstanding and board connect. I hope we have time to talk about that. But we have covered that on another show before. Um okay, what are i mean, that’s? Another little thing? Yeah. It’s called it’s called job not volunteer opportunity. Right, so look for jobs don’t look for the window don’t look for the place to enter the volunteer opportunity will be called job well when you’re on non-profit darlington dot com it’ll say volunteer opportunity when you click over yet puts you into the job posting flow, and then when we send it to members that comes through in two ways. One lift your aa member who’s looking to volunteer, and you see all of your job recommendations from lengthen your right, they’re listed as jobs. The volunteer positions are mixed in with those based on your skills and interesting experience where we think you’d like to volunteer. And then if you are one of the members, think around six million now, something like that. Members who have added the volunteering causes field to your profile. We know that you have an extra interest in social causes, so we send you separate emails of just volunteer opportunities. Ok? We’re going to talk about that because i know you want you want non-profits to encourage their volunteers toe add that time were going absolutely. Get that. Okay. Um, what is cem cem common volunteer opportunities that you see, i think our most successful campaign so far has been around social impact managers. Sorry, social media managers. We see this all the time, especially on linked in, you know, a non-profit joints linked in, they set up a new company page, and now they need someone to help them manage that company page and post the right content and get more followers. And so that’s, our most common is people saying, okay, i need a volunteer to be my social media manager and also managed those those lesser twitter a secondary second responsibilities from social media yeah, way focus a fair amount on this show. Amy sample ward is the ceo of intend the non-profit technology and i heard her show with you last week. Yeah, she’s on every month talking she’s, our social media contributor is i know that that is a big difficulty. Big challenge for non-profits first deciding where to be you have to consider your resource is time and especially time and my right where to be and then how to keep that active what’s your advice around keeping the company page for a non-profit active what should we be doing? Yeah, i think the best thing to do is to distribute that responsibility so it’s good to have a social media manager who keeps track of everything and make sure that there’s enough content and that its content that’s engaging the followers. But it’s also really helpful tohave multiple people in the organization keeping this top of mind and either posting information themselves or funneling that information to that social media manager for them to post then the other thing is to post different types of content, you know, maybe a graph speaks to me, and i like to see data in that way, and maybe a video speaks to you, so having that variety of content forms so that different types of people can stay engaged with paige, we have to remember to there are lot of non-profits small and midsize that don’t have a social media manager, right? Maybe they have a volunteer if they’re lucky, but a lot of times it’s falling to the earth, person in charge of fundraising, director, development a lot of times, even smaller organizations, it could be falling on the executive director, right? So empowering others, including at those smaller organizations, the volunteers absolutely you encouraging an empowering feeding content? Right? Yeah. And i also think that it’s a great role for a volunteer tohave who’s. Not looking for a big commitment. If you say please post into my group around my company page every monday. You know, giving a really small role, teo, someone who wants to be involved with your organisation but doesn’t necessarily want to commit to being your overall social media manager. You mentioned opening up blogging now is that is that possible on the company pages so it’s on your individual account. So you posted and it links to your profile. And then what we see a lot of non-profits do is then post links to those on their company page. So if their executive director rhoda blogged, then they would link to it on the company page and is video a possibility there, too? Yes. Okay. In the volunteer opportunity section, i mentioned there’s a lot of resources. You got something from some advice from catching fire? Yeah. How to do the best. Ah, profile. Best volunteer opportunities. Profile. Yeah. There’s other resource is there? Yeah, absolutely. So catching fire provided a lot of those sample descriptions of skilled volunteer opportunities and they’ve been a really great partner of ours on the volunteer side and then bored source created sample postings on the board side because non-profits air frequently posting both board openings and volunteer partings. So those templates around there, and then we also have just kind of advice there, so separate from here is the template description is here’s how to make sure you’re representing yourself well on linked in, you want to have a strong company page so that when you write your volunteered job description, you’re linking over to that company page, and you’re keeping one centralized brand on lengthen. So a lot of those recommendations are on that site. The catch a fire ceo has been on the show. I know that, you know that too fantastic and following the show. Oh, yeah, cool. Not just saying that i don’t know what you really did. Look. Okay, let’s, talk about the this is interesting. The those profiles company profile pages for non-profits advice about keeping those up to date. I mean, aside from what you already mentioned and advice about maybe creating one if you don’t have one. Yeah, so that actually we got a lot of questions around. Should i have a profile for my organization? And yes, you absolutely should, but it should be a company page, so you don’t set up a separate account like a person instead, within your individual must take a lot of people make the page, they make a personal page because maybe company confuses them or you just don’t know, ok, but it should be, and i think it feels a little different to do it within your personal account, and so sometimes that throws people off. So once you’re within your personal account on the top of langton, there is a tab that says interests within that tab is the option for cos you follow, and when you’re looking at your list of companies you follow for other company pages, there’s also the option to create your own company page so that’s where you would do it, and then you would be the administrator of that company page. Okay, and how about advice on setting those up? Yes, so the setup process actually only takes about five minutes. You’re going to probably paste in information that you already have on your website about your mission and your values and your programs. And then i think images air really important. So usually i recommend tohave your logo be thie image that’s associated with that page whenever anyone links to it. And then you’ll also have the opportunity for a background image. So there i think it makes sense. Tohave, you know, smiling faces of the people you serve have it be really programmatic image and then post updates. That’s the best thing you could do is post updates there all the time. And i think a little known fact about most social networks is that the majority of actions taken on linked in our one member copying another member. So tony posts on update about non-profit who he follows, and then i go follow that company paid, too, because i trust tony and his instincts on which non-profits have content i’d want to see. So if you are just getting your company page going and you want more followers ah, great thing to do is to send the link to your company page out to your board, your volunteers, your other supporters and ask all of them to follow it. And then when they take that action and follow it, it will be shared with their network so everyone they know we’ll find out about your organization, okay? And that’s how your stream gets propagated out. Exactly. Okay, your page gets gets noticed. Okay, um, let’s see? Well, uh, you were encouraging. We also want to encourage hyre employees and our volunteers to take actions around our company page right kapin okay, we’ll start with the employees. What should they be doing? So your employees should to start with have strong linked in profile, so that that means is they have a photo. They have a summary. They have their experiences listed, and within their experiences they’ve listed you as their employer, and they’ve linked to your company page when they do that, so they’re selecting your name exactly as you have it on the company paid and then on your company page, it will show who all of your employees are. So those brands are linked, and they could also put the name of your organization within the list of organizations they support which just shows that they believe in your mission is organizations who support. Is that something you have to add or that’s by default on a profile? So that is within the volunteering causes field so you can choose to add that field, and when you’re setting up that field, you’ll be asked about thie organizations you support the cause you care about the ways in which you volunteer and how you’d like to volunteer in the future, and that one is really interesting to us or how you’d like to give of your time and talent. It’s actually, the first time we’ve asked a question on the profile so it’s, the first ford looking party, your profile where you get to eighty two percent so that’s from survey. So this new check box that says, how would you like to give your time and talent? You can check skilled volunteering or board service that has, i think around three million people who have checked that and it’s growing really rapidly every week, and so that’s part of why we’re so focused on getting mohr volunteer opportunities up on lengthen is to feed the demand from those professionals who are saying, hey, linked in, i’d like to serve you asked me if i would, and so now we’re we want to be ableto answer them and give them the right opportunities for them to fill in let’s, go to volunteers. What wish? What should be encouraged should we be encouraging our volunteers to do teo show their allegiance to the organization? So within that same section, they should be putting you on organizations they support, and they should be listing their volunteer experience within that field and again, linking over to your company paid so everyone knows that they’re volunteermatch your organization, and then they should be the most active proponents of your company page. They should be sharing your updates out with their network so their network knows that they care about this, and they’re keeping your mission and programs top of mind for all of the people that they know. And how does that how do they share? So when you post an update it they’ll see that on your company page. Yeah, and there’s just a share button on the update so they’ll share it out with their network. Any any unusual, weird volunteer opportunities that you’ve seen way see so many great ones. I don’t know if this is weird, but we our favorite story lately has been one warm our love story. They’re amazing. So one warm coat, i think, goes to that point of what you’re saying, you know, some small organizations don’t have a social media manager and might think that they don’t have time to do these things. And one warm coat is an all volunteer run organization where their board share sherry would has been so forward leading on all new tools. So when we launch boardmember connect, she joined it right away to use premium search to find boardmember sze. Then when we started testing out two years ago, what would it look like if we were to have volunteered board postings on lengthen? She volunteered to test those out, and then she found two new board members through these postings, and one was in seattle and was in texas. And this is ah, nationwide organization. So people aren’t in touch all the time, and she realized, you know, i really want to be able teo build community among my board members have a brain trust so that we can really set the strategic plan the next three, five years. And so let’s have a retreat and let’s get some volunteers who could be strategic planning consultants. Teo, facilitate those discussions managed the retreat really get us tto plan by the end. So she posted on linked in again. And she found this strategic planning consultant who said she would love teo volunteer her time during that weekend, and that she also want to bring in a friend of hers because he thought it needed to planner’s so they were amazing. They facilitated this whole retrieve they actually filmed themselves saying thank you for the opportunity and senate and dust, which was pretty cute. And, you know, sherry would the director of one warm coat, the chairwoman, one warm coat, one warm coat they collected and distributed four million coach last year. And it’s all volunteers. So i feel like if sheri and her volunteers have enough time to find a volunteer to manage their social media, really everyone khun take that opportunity because it doesn’t have to be you. It could be someone else who wants to volunteer their time. We have a couple of minutes let’s talk about the boardmember connect is the way of finding boardmember sze let’s, let’s remind listeners because its been many months or maybe even over a year since i’ve we’ve talked about this, and actually we have some updates since then. So one very exciting change on lengthen is that there’s a non-profit interest search fassett, this is a free search fast it available in everyone. Search experience on lengthen, and it allows you to identify those specific members that i was talking about who have checked the box, saying that they want to do skilled volunteering or serve on a non-profit board. So if you wanted to find someone in new york who has finance expertise and who is passionate about education and who wants to be on a board, you could select all of those facets within lincoln, search and find the hundred or two hundred or three hundred people that meet that criteria outstanding. Yeah, it allows you to tape a powerful, sir. Absolutely. You know, you could go from the three hundred and twenty six million lengthened members to drop down there going. Oh, yeah, all the time. But you could go from this huge pool where the huge pool is not really useful in and of itself. It’s. Only useful when we can take that pool down, teo the hundred or so that are exact members are going to talk to you. Okay, um, what do you love about the work? You do it, lincoln. I love the non-profits they’re using the tools we feel so lucky to get individual stories sent in all the time i managed our email aliases. So, like, i was saying, you can email volunteer marketplace that lengthen dot com that inbox gets so many great inbounds from non-profits saying, you know, i needed a logo and i knew i didn’t have money to pay for a logo, and then i found this volunteer on linkedin and here, check out the logo he designed for me. It’s so rewarding to hear how it’s actually working outstanding and the offer again is for ah, for free posting of volunteer opportunity, you email volunteermatch marketplace at lincoln dot com ilsen dorsey, it sounds like you’re going to be the one who sees the emails. I will, and then i’ll send you your free posting codes, okay? And mentioned non-profit radio, of course, in that important email. Thank you very much for being against. Yeah, thank you so much for having me. And i’m glad it worked. My pleasure. I’m glad it. Worked out that you’d come in the studio and you can find them again on twitter, follow at linked in four arabic number for good that linked in for good allison dorsey, thank you again. Yeah, thanks, tony. My pleasure, tony steak too, and stop talking at me are coming up first. Pursuant they’ve got another free resource for you it’s the donor pipeline report card it’ll help you evaluate the health of your pipeline spot possible weaknesses and you’re donorsearch i plein and help you spot areas of greatest opportunity it’s an infographic you’ll find it at pursuant dot com under resource is check that one out. We’ll be spelling spelling bees for non-profit fund-raising they’re not like the spelling bees that you are accustomed to through your years. They have live music and dancing and stand up comedy, and of course they’re raising money for your charity, and they weave spelling in there. Also take a look at the video ideal events for millennials the video is that we be ea spelling dot com now tony steak too! I’ve got a webinar coming up it is charity registration demystified it’s hosted by rally up, which isn’t all in one fund-raising platform rally up dot com i’m going to explain in plain language what this charity registration morass is all about so that you can get your organization properly registered in each state where you are soliciting donations like, why do you need to comply? What’s, what happens if you don’t? And how do you register and how to exemptions, work and one of the forms? And i’ll be taking questions, of course. Get those questions answered from you, it’s on october twenty fifth, it’s at one thirty eastern it’s free free webinar my video with a link to register for the webinar is at tony martignetti dot com. And that is tony’s take two now for quick, non spurious real time live listen, love podcast pleasantries and affiliate affections you know that all three of those go out last week i felt bad gave it a little short shrift. We ran out of time. I hate that it cost me nausea and wolber rig mus last week after that happened. So the live listener love the podcast pleasantries and the affiliate affections are going out to you. Here are vicky jones and christine use stop talking at me. Welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen or in times square. New york city at the marriott marquis hotel. And with me now, are you, christine use and vicky jones. Christine is director of individual giving and external relations at the westchester medical center foundation. And vicky jones is planned giving officer weill cornell medical college. Ladies welcome. Thank you. Thank you, tony. Thank you for inviting your welcome. Glad to have you. Thank you very much. Your seminar topic is it’s all about communication. Vicki. Let’s, let’s. Start with you. Why? Let’s make it explicit? Why is communication so important? Well, it’s, especially important in the world of flynn of playing e-giving for many reasons, your donor may no longer be able to help you realize how the gift is to be allocated when the gift actually comes in. So communications and understanding that donor’s intent documenting that gift is very, very important. And, christine, what do we see non-profits not doing so well around communication? Well, i think communication is the key to relationship building. And i think that is really the basis for our line of work. Weigh have tio you. Know, build, strong, concise and really just heartfelt relationships and without good communication skills, you can’t do that. So and, you know, we’re we’re focusing on internal communication is that you’re focusing on the but in the office, correct. So in order to i think to have a strong outreach, you need a very strong to build a very strong infrastructure within the organization and that’s all based on communication and relationships. Okay, where do we get started with this? So take it. So so for me, i know we don’t we don’t do like volleyball. You talk for a few minutes, a few minutes, he took great. So i know for me a lot of times the challenge has been to build internal communications, internal relationships, and one of the i think i think the best way to start is just getting off your chair in your office and going around visiting the other departments that you need to work closely with developing strong relationships, inviting them out to lunch, making sure that you’re all on the same page, figuring out how you can help each other, how you can work together and i think it’s a lot of fun and one of the results i’ve had and i’m sure vicky would agree is, you know, when you leave in an organization you leave with all of those wonderful network, you know, that wonderful network and all those those contacts. Zoho so it’s, uh, not always necessary to just send an email to a colleague who maybe in the office next door cubicle down the hall we can actually get up on go talk to them? Absolutely yeah, email, email is so misrepresented or miss spread in many cases, people will read a tone into something that may not even be there. So i think that when you have communicated face-to-face is a good idea, and then just really saying it was great talking with you, i think this is a great plan and just reiterating what you decided to do based on those communications closer, very important and yeah, email texting i mean, haven’t we sort of lost the the art of face-to-face on dh, the joy of face-to-face i mean, isn’t it for me? I’m so much more pleasurable to have a conversation where i can see the person now a lot of times, it’s not feasible. But when it is when it’s just a walk down the hall, vicky, i mean, shouldn’t we take the walk? Oh, yeah, i think the walk. We have a lovely deep bass voice. Have you a radio trained or opera singer? I think i’m just coming back from either bronchitis or pneumonia, so i just got me on a good day. I got it perfectly. Uh, okay. Let’s, let’s, let’s, let’s. Go back. Christine, what are some strategies were beyond? You know what we talked about so far? And we have a good amount of time together. What else should be paying attention to internally? Well, i’ll just give you some examples of what i’ve done. And it’s been it’s been fairly successful so far. But, you know, basically again identifying the key department that you need to work with, figuring out how you can work together and making it attractive for them. So for instance, you know, just skip over. I know i’m in the world of health care, but in the world of education, admissions and advancement, if they can team up together, they can work together to pair alumni and incoming students and prospective parents and it’s. The most magical thing in the world and it’s so easy to dio but it’s just again, it’s just forming that relationship and we all know here that when relationships, they’re going arrive of the reason usually is because of communication, communication, breakdowns, miscommunication. So if we can really work on those skills and be very proactive, which i think is what we’re talking about, i think we can really change the landscape again building that internal network building the internal structure really speaks volume when you step outside of that institution and go out into the community and start spreading the good word about that institution. If you’ve got a strong network inside, it is amazing what you can do. You know, tony, one of the wonderful things about working at weill cornell medical college for thirteen years is that i’ve built a lot of relationships, not only with my donors, several physicians and faculty of the universe with the medical college, and we also because in dealing with playing, giving, you have to work with your director of operations. You have to also, in my particular case, work with cornell university’s, department of gift in trust, administration and when you work with somebody and in that function in so many different ways, you’re able to identify this, this is a problem, how are we going to be able to stop this from happening or re occurring in cannes? Come on, what are the steps that we can ensure that this one market and you have that relationship history so that you’re not only going to your colleagues when there’s a problem, but you have a long history of working together around problems, and i didn’t very smooth times that when a problem does develop, you’ve got that history behind treyz next-gen one of my favorite things to do, too. And now speaking more towards the medical side of it is just taking doctor’s out to coffee and identifying identifying what it is. They’re funding opportunities are what their hopes and dreams are. And then when you sit down and talk to donors and their expression, a certain wish to be apart, you know, have a philanthropic foot print at yours institution it’s really wonderful because you have all this knowledge in your head about the doctors and the researchers and what it is they want. Teo moved forward. With so i think a lot of what we’re talking about is just consciousness. You have to be conscious of deepening relationship, getting up from your chair, going to talk to colleagues, going to lunch with colleagues, it seems, you know so basic, but we’ve lost we’ve lost consciousness, i think about a lot of these things, tony, one of the things i’ve been working on in the past year is to try and break down the silos in playing e-giving there are many gift officers that i worked closely with that we’ll work together in meeting with a donor and discussing dinner situation with the donor on the telephone and meet with them together, and what i tried to do is i try to make sure that my colleague gets a shout out when any kind of playing gift happens, even if it comes through the annual phone let’s they perhaps somebody passed way. All right, this i always look at the donors giving history, and then i’ll say so and so passed away just received two hundred fifty thousand dollars through there, a state plan towards cancer research they gave for years to doctor and morris breast cancer. Research and i help the people that have been working in building the program know that they’ve been successful in a way they’re not maybe realizing so it’s, you know, it’s, it helps them build their understanding of playing, giving and make them a little more secure with concern. Among a lot of fundraisers is that if i give credit elsewhere, then i i’ve diminished my contribution to the to the to the gift you’re a plan to give the officer and you’re giving credit to the annual fund. A lot of people would think that, well, you know, now now my my vice president or directed development may not appreciate my role in that in that gift. How do we overcome that thinking what i try to do is they try and save this is, you know, i laugh and i told people i don’t get paid commission, so it really doesn’t matter, but what i want to do is to show a serious building relationships of working with gift officers, working in collaboration, you know, we’re trying to say that as gift officers, major gift officers working with our donors, we want to be able to tell them. Yes, i have thought about maybe, including will. I want my gift officers to work with me on a one to one level so that they can hear me saying to the donor, oh, i’m sorry. I have to ask to stay a couple of questions. I hope they’re not too sensitive, and that reassures the gift officers and understanding and feeling a little more comfortable themselves in approaching this questions. So as far as getting credit are, we’re working towards making metrics for our major gift officers and principal gift officers that they work her assist on a plank after two or three within a quarter. But where is beginning to incorporating that by incorporating that, we’re encouraging people to work together. More clap, christine is there. Is there another thought that you might have around? Measuring employees methods of collaboration so that it sort of becomes part of their their formal evaluation process. Well, one of my experiences just recently, too, has been that when you collaborate, it really inspires you to think outside of the box so normally funding sources that everyone thinks about, you know, again, we’re all sort of going after those individual donors, you know, corpse and found things like that. And recently, just sitting in a meeting and i heard a doctor give a presentation, and it reminded me of the research that was going on at a pharmaceutical company, not too far away from where we’re located. So it’s sort of opened up my creative juices, teo, maybe start talking, having talks with that pharmaceutical company to underwrite some of the research that we were doing. That really was a great match. And so i was able to work with the doctor, other team members. So we have team members on our development staff at our corpse and founds the, you know, corporate relations. So we were able to really pull in my individual giving experience with corpse and found with the doctor in the researcher and then the senior staff. And it was it was. It was an incredible collaboration, and it’s been very successful. So i love the way that vicky talks to collaboration and how important it is and how it’s being measured. But what i think the part that really astounds me is the amount of just ingenuity that is a result of, you know, innovativeness, that’s, a result of that collaboration. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Yeah. I think you’re doing a lot of nodding. Oh, yeah, yeah. That’s what i love about playing giving its i used to joke around with one of my former directors and i said, it’s kind of like mcdonalds too. You want deal number one don’t number to remember three it’s like once you get together with your donor and you’re talking about what are they interested in? Then you start thinking there’s a project and you know, how much money do they think they could do? Do they realize they could stretch it out over five years? Do they realize that they might be able to create a chair? Believe trust that could provide a income for their child and at the same time provide a societal gift to the medical college? You know, those air, the exciting things, and i think that when everybody starts talking about possibilities that’s, what’s amazing that deal one, two and three also reminds me of monty hall let’s make a deal. I was i was on let’s make a deal in my early twenties, like a deal. What was your costume? I’ve had a green cut out a piece of carpet and my sign said, monty, don’t be a jerk. Let’s. Make a deal. Don’t be a girl. There’s a there’s a deal and let’s make a deal. You don’t say let’s. Make a deal. Did you let’s make a deal? Oh, you did, d i don’t know don’t know. Don’t be a girl, let’s make a deal. Correct. Did monty pick you? I did get picked by you. Did you? Did you indeed a rubber band or a paper clip or something? That he was? I’ll give five dollars for the next rumor mill. I was offered door number one, two and three. And how did you do? I did. Well, i walked away with twenty five thousand dollars. Oh, my goodness. No kidding. That’s well and yeah, that’s. Outstanding. Yeah, about it in a box in new york candy bars. Go figure it’s better than a case of canned squid behind door number three. You got the song? So that was the big deal. You want the big deal? You know, it was more the first deal of the day. Oh, it wasn’t even the deal. Did he ask you if you wanted to trade your oh, yeah, traded every door. But you didn’t. You didn’t trade, you know, i think that’s where i got my first experience. And looking at playing, giving, like, do i really want to do this? Or how about that, eh? So you held on. You held on to your twenty five thousand dollar deal, has spent it quickly. How cool! Glad i mentioned it, by the way. You know, the lights overhead lights went out martignetti non-profit radio with casey crown, the lights are our lights never damn way. Go right through. That doesn’t matter here, uh, bring on the earthquake. No earthquake coming now don’t don’t. Okay, what else? Communications your seminar description. It’s all about communication. You mentioned events. Things can go wrong. Miscommunications around events. Somebody have a story about that or something admonition or something like a bout of each one of us are doing as a certain topic. I’m sure that both christine and i could talk about snappers and events, a lot of them, but we’re actually today i’m the one i’m going to be talking with. The workshop i’m goingto be leading is called dahna a donor disease in a doctor on what we’re going to be doing this. We’re gonna be talking about how a donor came and decided he wanted to support huntington’s research and he wanted to be with one of our top physicians that was doing research in that department. And then we’re going to talk about communications that happened involving that deal of you know what? He wanted to find and this makes the snafu who’s with this started with the fact that he was talking with the director of playing giving at new york presbyterian hospital. Many of you and our donors also were confused as to what’s new york presbyterian hospital while cornell medical center. Well, talk about communications mean, now, that’s not your department is branding and marketing, but that is that is there absolutely right? That is critical. There’s a lot of misunderstanding just in the general population of new york city. Where the heck newyork presbyterian, weill cornell and begin well, it’s a wonderful partnership, but what happens is when we’re working with their donors, we really have to listen to what they’re talking about supporting in this particular case, the the donor met with the director of playing, giving and the head of the department, and they did a little walk through, and the doctor discussed the kind of research he was doing on the donor was in love with everything that was going on and said, this is great, i want include something in my estate plan. I want to find an assistant professorship or maybe a full professorship. And at that point, the director of playing e-giving for new york presbyterian hospital went, i’m gonna have to give you to the medical college because the professorships air with college, because so so we have a collaborative work. Exactly. So he introduced me to the diner, and we put together a suggested request language for the the donor to help achieve his goal. Okay, in a collaboration, well, you know, actually, we could he handed it off to me because you can’t after that point wants to realize with gift is really going to benefit another organization, you know, you know, it’s professional e-giving professionals, we all have unethical standard. We have toe here too. And so, you know, knowing that professorship was, you know, through the medical college, he knew he couldn’t facilitate the gift any kindly directed the donor in the right direction. Christine, what is what are you sharing? So basically, i’m talking about something that mickey mentioned earlier about the silo ing and give you a quick example in the educational arena that i used to work in. And just, you know, just this morning i had a a meeting with a donor i had been trying to get a meeting with for nine months, and the key to the meeting was the chaplaincy at the hospital chaplain, one of the chaplains of the hospital, she this particular dahna was very connected to him personally, and it was because of that relationship, and i was able to get the meaning and working with him in collaboration. So here i am fundraiser working with chaplin, teo teo, just educate the donor, thank the donor for their gift and then to educate the donor on the programs that are coming up to see if there was anything she’d be interested in funding in the future and, you know, it’s like magic, i think you know, vicky would agree. It’s it’s, amazing when you have those internal relationships and those collaborations, the strength of your meeting is phenomenal, and i think that really shines through to the donor. So you’re really presenting a well unified well, educate, you know, you’re you’re well educated, your unified and i think it just presents a great picture to the donor and you feel the key to those relationships is communication. Absolutely so i’m one teo always get up from my chair. And, you know, walk to somebody’s office or walk around the hospital or, you know, go and visit a physician, i think the best place to have those informal meetings in the cafeteria and the coffee shop and those air sometimes some of my best meetings internally just catching up with people, finding out how they’re doing, you know, finding out what they did on the weekend and and all that time you’re building those great, trusting relationships internally, look, you’ll be doing a lot of nodding, yeah, because it’s that’s a wonderful thing i love is that love building relations it’s just it’s always i’ve always been a people person, you know? In addition to being fine getting officer welcomed a medical college, i’m also the president of the philanthropic planning group of greater new york, and what i really like about that organization is the closeness of the relationship between playing, giving people throughout the entire community. Um, you know, it’s, it’s, great tohave relationships that build over the years, one of the things that we know by staffing donors and since i’ve been there for thirteen years, it’s really quite unusual in the non for-profit world is that unfortunately, i’ve seen some of my gifts become realized, but i’ve developed relationships with my donors who at one time wanted to make a gift for cancer research because they knew somebody who had cancer. And then what happened is they learned about stem cell or the geo gnome, and they’re so excited about the science that’s happening today they’re like, oh, thank you. Tell me more about this what’s going on with that, and they wanted that, you know, our donors really want to know more about basic science and about what are we doing and how you’re curing diseases? And what do you mean some forms of lin former now curable? They’re very excited they have this huge, you know, diversion of interest. Now what’s the lesson in communications, you have to keep fluid, because usually what happens in the medical institution? Our gift officers work in either neural cancer. They work in pods, surgery, breaking down those silos right your earlier in christine’s. Exactly, because even though you’re you have a cancer donor-centric might change, but it’s building the relationship with a donor that you’re able to really truly understand, you got to get outside your own world. Exactly. Ladies, we have to leave it there. Thank you very much. Thanks, danny. My pleasure. Christine hughes, director of individual giving, an external relations at westchester medical center foundation and vicky jones, planned e-giving officer for weill cornell medical college. Thanks again. Thanks. Thanks much pleasure listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. Next week. Have i ever let you down? I won’t. Again. Professor eugene fram returns with his new book going for impact the non-profit director’s essential guide book. If you missed any part of today’s show, find it on tony martignetti dot com, i beseech you, responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers. We be spelling dot com. Our creative producers. Claire miree half sam liebowitz is a line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez. And this great music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of offline as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for November 7, 2014: LinkedIn Volunteer Marketplace & Stop Talking At Me!

Big Nonprofit Ideas for the Other 95%

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Alison DorseyAlison Dorsey is the social impact manager at LinkedIn. She wants you to understand the value of their Volunteer Marketplace and how to use it.

 

 

 

 

Vikki Jones (l) & Christine Hughes at Fundraising Day 2014
Vikki Jones (l) & Christine Hughes at Fundraising Day 2014

Vikki Jones & Christine Hughes: Stop Talking At Me! 

Vikki Jones and Christine Hughes will help you avoid common problems and improve your internal communications between people and departments. Christine is director of individual giving and external relations at Westchester Medical Center Foundation and Vikki is planned giving officer at Weill Cornell Medical College. (Recorded at Fundraising Day 2014) 

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and i’m glad you’re with me. I’d catch a rhinovirus if i came to learn that you missed today’s show linked in volunteermatch kit place. Allison dorsey is the social impact manager at linked in she wants you to understand the value of their volunteermatch kit place and how to use it and stop talking at me. Vicky jones and christine hughes will help you avoid common problems and improve your internal communications between people and departments. Christine is director of individual giving and external relations at westchester medical center foundation, and vicky is a planned e-giving officer at weill cornell medical college and that was recorded at fund-raising day this past june on tony’s take two between the guests where’s the coolest airport we’re sponsored by generosity siri’s hosting multi charity five k runs and walks i’m seeing this sunday’s run here in new york city. I’m very pleased to welcome from california, allison dorsey she’s, the social impact manager at lincoln, helping linked in members connect with non-profit opportunities, she also works with non-profits to build. Their brands and identify talent, and she leads link things veterans initiative on twitter follow-up at linked in for good that’s the number four and, of course, the arabic number four don’t use the roman ivy linked in arabic number four good ilsen dorsey, welcome to the show. Thanks so much for having me, tony. I’m glad you’re in from california. San matteo, is that right? Yeah, we’re in mount view. It’s great to be in new york. A mountain view. We’ll get sent matteo from i’m from near sama tasks. Okay, um, are you one of the got to know? Are you one of the aipo billionaire? If only now i’m not going after that. We don’t have a billionaire on the show now. Not today. Unfortunately, both of us. Yeah. Okay. What’s it like working there. I mean that’s. A pretty high energy place. Yeah. World famous world known. I don’t know how many members there are, but zoho lines. Yeah. Over three hundred twenty million. Two hundred twenty million. Okay, hundreds of millions what’s it like working in a place like that. It’s. Exciting, i think it’s a lot like you see about silicon valley fun culture. You know, we have the ping pong tables and all the people running around having a good time and it’s also a lot of people working really hard, and we get, you know, there’s always the profiles of the super genius engineers who are creating the tools, and we definitely have that. Yeah, okay, barefoot in the winter time, california that’s it doesn’t matter that sometimes they are, but doesn’t get that. I went to carnegie mellon where were computer science majors and they were they’d be barefoot, or they’d be flip flops or even barefoot in the winter, not in the snow, but that’s. Pittsburgh personally had to stay inside. Yeah, i guess they yeah. There’s. Just shuttling between their dorm and the computer. Science, but still barefoot in the winter. Yeah, but yeah. That’s. The stereotype exists for a reason. One of my very favorite co workers, the sky matthew shop, is our hacker and residents and he’s. Very famous for wearing flip flops all year round. Yes. Does he wear the holiday parties like family events? Everything okay? Um, what’s going on there? Anything before we talk about the volunteer marketplace? Anything like insider and he anything? Coming up exciting. You can show i think the biggest excitement right now is the content platform. You know, we have this influence or platform that you’ve probably seen where? It’s, about three hundred incredibly famous people who do their writing on lengthen now. And we opened that upto all members, and so i can now write blog’s on lengthen. You can write logs on lengthen, and they get much more attention than they probably. What if we were doing it on a standalone website? So content on like there has been a big new thing for us. Okay, cool. Now you mention the influencers. Some people are designate. Yeah, i’ve seen that on some some profiles, i think designated in-kind shimatsu you’re talking about used to be on ly there were three hundred or so. Right. Right. Good block. Okay, okay. Um now when it goes over five always wondered about this. When it when it goes over five hundred, you have more than five hundred connections. Right? Then it just has five hundred plus. But there are people who have tens of thousands, but they only still say five hundred. Plus why is that? I think it’s because we don’t want to create a competition for having the most connections that your lincoln connection should be people you really know, and if we show on your profile exactly how many you have, we might have people just trying to compete to have the most, which would be a really valuable use of lincoln’s, which conan o’brien did it want famously in the nonprofit sector because he shouted out beth cantor! Yeah, i remember that, right? Because that was a great red hat that’s, right and profile. He had her hurry at her profile picture on on his show, saying that he would he was lamenting that he didn’t have as many followers as beth, who had three hundred thousand or something like that. Yeah, i think it was in the three hundred thousands and he made fun of her saying if he wore a red hat more than and she came back saying instead of focusing on my red hat, how about you shout out? I think it was giving tuesday last year, right? But he didn’t. He didn’t invite. I think it still got a lot of attention, though, for bath and giving tuesday, so, you know he still helped in his way. Yeah. Beth beth was more informed. Beth was more valuable, though, but he brought attention. Certainly linked in. Yeah, yeah. E-giving tuesday’s doing very well later in december going henry tim’s on he’s. The founder is the executive director of ninety second street y here our city, but also credited for being the founder of e-giving tuesday. Yeah, i’m a big fan of henry’s and what they’re doing e-giving tio so he’ll do a recap for us in in december. Great, but we have you here to talk about the volunteer marketplace. What is this, and why is it valuable for non-profits? So the volunteer marketplace is how non-profits can recruit skilled volunteers and board members on lengthen and it’s valuable because linked into the largest global network of professionals in the world and eighty two percent of them want to volunteer their skills, which is really remarkable if you think about that. Yeah, so the vast majority of people globally are saying we want to volunteer, we just need to find a place to do it. And so we’re working with non-profits now to post volunteer opportunities and their board positions on lengthen. And connect those with members so it’s the same system as we use for jobs. They are essentially job postings on lengthen. We just offer them to non-profits at either an extremely heavy discount or for free. Okay, where will non-profits find volunteermatch kit place? So at non-profit dot linked in dot com all of the resource is for non-profits air there, as well as links to post opportunities on the marketplace. And we’re going to talk about some resources i was clicking through there’s, some good stuff in there. Um, why? Why are we still called? Cos provoc way get that thing i think it’s really just about having one tool that everyone uses. I get this question all the time, people saying, hey, why do i have to have a company page on dh? But we’re non-profit dot linked in dot com, right? Right. But it’s so much we can provide so much more value as a company by using the tools we already have than building new tools for non-profits so we give non-profits company pages, we give them job postings instead of re creating tools that are just non-profit pages and have it be the same. Thing? Yeah, i mean, but, like, just on the screens, couldn’t we just say non-profit name instead of company name? Could we could we do that? Yeah. Yeah, i understand that. I mean, we we definitely know it’s. Ah, something that non-profits would prefer we’re working on. It works. Um, yeah. It’s like, you know, we’re trying to be we are different. Yeah, non-profits are different, andi. I know i’m not the first person to mention it, but okay, so you go to non-profit that linked in dot com and then you click volunteer opportunities. Is that right? So on non-profit darlington dot com there are a few different pages. One of them is fine volunteers. And that talks a lot about posting and searching. There’s another tab for finding board members. And that really focuses first on searching because we also offer non-profits of free premium subscription that enables greater search visibility specifically to find board members. That’s the board connect you’re talking about okay, okay. And we have talked about that on the show, and you and i may have a chance to talk more about that. Bmc argast got boardmember connect. Yeah. Okay. Um, but for posting the volunteer opportunities you click click post volunteer opportunities, right? Right. So when you’re on non-profit darling, do not come and you click any of those post links they send you right into the job posting flow just with a discount code there so that you get the discount. Yeah, ninety percent discount. Is that right? Yeah, but actually, i really want to offer all of the listeners to the show free volunteer postings. And so we will have a new option available where if you email volunteermatch murcott place at lincoln dot com and you say that you are listening to tony’s show today, we will send you a free posting code to be able to try out the volunteer marketplace. Okay, we have to say this again. You email volunteermatch kit place at linkedin dot com. Is that right? Yes. That’s. Right. Ok. And just and mentioned non-profit radio. Exactly. Okay, and this will be a test to see. Ah, you know what kind of validity this show’s got? Um that’ll be interesting because sometimes podcast listeners it’s a little tough to get feedback from them. I don’t know if you’re aware of this, but i know they’re out there because i see the download statistics, but to try to survey them, get them to feedback. It’s, it’s difficult, you know, i’m not trying make apologies, but i’m just letting you know now i can understand that i think they kind of do their podcast listening all in one stream of things like that, right? Or they’re driving while podcast is on, and so they’re not in front of their computer to e mail me write for them the third out of five that they listen to the way we got to take a break, alison and i’ll keep talking about the volunteer marketplace. Stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end. Thousands of listeners have subscribed on itunes. You can also learn. Maura, the chronicle website. Philanthropy. Dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent let’s do live listener love in the us? We’ve got multiple live listeners, but they’re yours. They’re masked. I don’t know, we don’t know even what state it is, i don’t, and i don’t know why they’re mask that’s unusual but live listener love to our unidentified us listeners, and in japan we’ve got listeners tokyo, chiba and yokohama. Konnichi wa is more live listener love coming. Allison dorsey, thank you again for that generous offer, you’re welcome for non-profit radio listeners were so thrilled offering, but we’re looking for more people to try out the volunteer marketplace and get to connect with lengthened members looking to serve okay, three hundred twenty million and eighty six percent one of volunteers, you say? Oh, are you having? Yeah, metoo doesn’t want a volunteer and seventy eight percent want to be in a non-profit board just also pretty remarkable that is that’s, outstanding and bored connect. I hope we have time to talk about that, but we have covered that on another show before um okay, what are ah, i mean that’s. Another whole thing? Yeah. It’s called it’s called. Job not volunteer opportunity, right? So look for jobs. Don’t look for the window. Don’t look for the place to enter the volunteer opportunity will be called job well, when you’re on non-profit darlington dot com it’ll say volunteer opportunity when you click over yet, puts you into the job posting flow, and then when we send it to members that comes through in two ways one if life your aa member who’s looking to volunteer and you see all of your job recommendations from lengthen your right, they’re listed as jobs. The volunteer positions are mixed in with those based on your skills and interesting experience where we think you’d like to volunteer. And then if you are one of the members, think around six million now, something like that. Members who have added the volunteering causes field to your profile. We know that you have an extra interest in social causes, so we send you separate emails of just volunteer opportunities. Ok? We’re going to talk about that because i know you want you want non-profits to encourage, they’re volunteers toe add that tab were going absolutely get that. Okay. Um, what is cem cem? Common volunteer opportunities. That you see, i think our most successful campaign so far has been around social impact managers. Sorry, social media managers. We see this all the time, especially on linked in, you know, a non-profit joints linked in, they set up a new company page, and now they need someone to help them manage that company page and post the right content and get more followers. And so that’s, our most common is people saying, okay, i need a volunteer to be my social media manager and also manage those those lesser twitter a secondary second responsibilities from social media. Yeah, way focus a fair amount on this show. Amy sample ward is the ceo of intend the non-profit technology and i heard her show with you last week. Yeah, she’s on every month talking she’s, our social media contributor is i know that that is a big difficulty. Big challenge for non-profits first deciding where to be you have to consider your resource is time and especially time and my right where to be and then how to keep that active what’s your advice around keeping the company page for a non-profit active what should we be doing? Yeah. I think the best thing to do is to distribute that responsibility so it’s good to have a social media manager who keeps track of everything and make sure that there’s enough content and that its content that’s engaging the followers, but it’s also really helpful tohave multiple people in the organization keeping this top of mind and either posting information themselves or funneling that information to that social media manager for them to post then the other thing is to post different types of content, you know, maybe a graph speaks to me, and i like to see data in that way, and maybe a video speaks to you, so having that variety of content forms so that different types of people can stay engaged with paige, we have to remember to there are lot of non-profits small and midsize that don’t have a social media manager, right? Maybe they have a volunteer if they’re lucky, but a lot of times it’s falling to the person in charge of fundraising, director, development a lot of times, even smaller organizations, it could be falling on the executive director, right? So empowering others, including at those smaller organizations, the volunteers? Absolutely. Hating you? Encouraging an empowering feeding content, right? Yeah. And i also think that it’s a great role for a volunteer tohave who’s. Not looking for a big commitment. If you say please post into my group around my company page every monday. You know, giving a really small role, teo, someone who wants to be involved with your organisation but doesn’t necessarily want to commit to being your overall social media manager. You mentioned opening up blogging now is that is that possible on the company pages so it’s on your individual account. So you posted and it links to your profile. And then what we see a lot of non-profits do is then post links to those on their company page. So if their executive director rhoda blogged, then they would link to it on the company page and is video of possibility there, too? Yes. Okay. In the volunteer opportunity section, i mentioned there’s. A lot of resource is you got something from some advice from catching fire? Yeah. How to do the best profile. Best volunteer opportunities. Profile. Yeah. There’s. Other resource is there? Yeah, absolutely. So catching fire provided a lot of those sample descriptions. Of skilled volunteer opportunities, and they’ve been a really great partner of ours on the volunteer side and then bored source created sample postings on the board side because non-profits are frequently posting both board openings and volunteer partings. So those templates around there and then we also have just kind of advice there, so separate from here is the template description is here’s how to make sure you’re representing yourself well on linked in, you want to have a strong company page so that when you write your volunteered job description, you’re linking over to that company page, and you’re keeping one centralized brand on lengthen. So a lot of those recommendations are on that site. The catch a fire ceo has been on the show. I know that, you know that too fantastic and following the show. Oh, yeah, cool. Not just saying that i don’t know what you really did. Look, okay, let’s, talk about the this is interesting. The those profiles company profile pages for non-profits advice about keeping those up to date. I mean, aside from what you already mentioned and advice about maybe creating one if you don’t have one. Yeah, so that actually we got a lot of questions around. Should i have a profile for my organization? And yes, you absolutely should, but it should be a company page so you don’t set up a separate account like a person instead within your individual must take a lot of people make you feel the pain. Yeah, they make a personal page because maybe company confuses them or you just don’t know, ok, but it should be, and i think it feels a little different to do it within your personal account. And so sometimes that throws people off. So once you’re within your personal account on the top of langton, there is a tab that says interests within that tab is the option for cos you follow and when you’re looking at your list of companies you follow for other company pages. There’s also the option to create your own company page so that’s where you would do it, and then you would be the administrator of that company page. Okay, and how about advice on setting those up? Yeah, so the setup process actually only takes about five minutes. You’re going to probably paste in information that you already have on your website about your mission and your values and your programs. And then i think images air really important. So usually i recommend tohave your logo be thie image that’s associated with that page whenever anyone links to it, and then you’ll also have the opportunity for a background image. So there i think it makes sense. Tohave, you know, smiling faces of the people you serve have it be really programmatic image and then post updates. That’s the best thing you could do is post updates there all the time. And i think a little known fact about most social networks is that the majority of actions taken on linked in our one member copying another member. So tony posts on update about non-profit who he follows, and then i go follow that company page two because i trust tony and his instincts on which non-profits have content i’d want to see. So if you are just getting your company page going and you want more followers ah, great thing to do is to send the link to your company page out to your board, your volunteers, your other supporters and ask all of them to follow it and then when they take that action and follow it, it will be shared with their network. So everyone they know we’ll find out about your organization, okay? And that’s how your stream gets propagated out. Exactly. Okay, your page gets gets noticed. Okay, um, let’s see? Well, uh, you were encouraging. We also want to encourage hyre employees and our volunteers to take actions around our company page right? Kapin okay, we’ll start with employees. What should they be doing? So your employees should to start with have strong linked in profile, so that that means is they have a photo. They have a summary. They have their experiences listed, and within their experiences they’ve listed you as their employer, and they’ve linked to your company page when they do that, so they’re selecting your name exactly as you have it on the company paid and then on your company page, it will show who all of your employees are. So those brands are linked. And they could also put the name of your organization within the list of organizations they support which just shows that they believe in your mission is organizations who support. Is that something you have? To add or that’s by default on a profile, so that is within the volunteering causes field so you can choose to add that field. And when you’re setting up that field, you’ll be asked about the organizations you support the cause you care about the ways in which you volunteer and how you’d like to volunteer in the future, and that one is really interesting to us or how you’d like to give of your time and talent. It’s actually, the first time we’ve asked a question on the profile so it’s, the first ford looking party, your profile where you get to eighty two percent so that’s from survey. So this new check box that says, how would you like to give your time and talent? You can check skilled volunteering or board service that has, i think around three million people who have checked that and it’s growing really rapidly every week, and so that’s part of why we’re so focused on getting mohr volunteer opportunities up on lengthen is to feed the demand from those professionals who are saying, hey, linked in, i’d like to serve you asked me if i would, and so now we’re we want to be ableto answer them and give them the right opportunities for them to fill in. Let’s, go to volunteers. What wish? What should be encouraged? Should we be encouraging our volunteers to do teo show their allegiance to the organization? So within that same section, they should be putting you on organizations they support, and they should be listing their volunteer experience within that field and again, linking over to your company paid so everyone knows that they’re volunteermatch your organization, and then they should be the most active proponents of your company page. They should be sharing your updates out with their network so their network knows that they care about this, and they’re keeping your mission and programs top of mind for all of the people that they know. And how does that how do they share? So when you post an update it they’ll see that on your company page. Yeah, and there’s just a share button on the update so they’ll share it out with their network. Any any unusual, weird volunteer opportunities that you’ve seen way see so many great ones. Um, i don’t know if this is weird, but we our favorite story lately has been one warm our love story, their basic so one warm coat, i think, goes to that point of what you’re saying. You know, some small organizations don’t have a social media manager and might think that they don’t have time to do these things. And one warm coat is an all volunteer run organization where they’re bored share sherry would has been so forward leading on all new tools, so when we launch boardmember connect, she joined it right away to use premium search to find boardmember tze. Then when we started testing out two years ago, what would it look like if we were to have volunteered board postings on linkedin? She volunteered to test those out, and then she found two new board members through these postings, and one was in seattle and was in texas, and this is ah, nationwide organization, so people aren’t in touch all the time, and she realized, you know, i really want to be able teo build community among my board members have a brain trust so that we can really set the strategic plan the next three, five years and so let’s have a retreat and let’s, get some volunteers who could be strategic planning consultants tio facilitate those discussions. Managed the retreat. Really get us tto plan by the end. So she posted on linked in again. And she found this strategic planning consultant who said she would love teo volunteer her time during that weekend and that she also want to bring in a friend of hers because she thought it needed to planners. Ah, so they were amazing. They facilitated this whole retrieved. They actually filmed themselves saying thank you for the opportunity and senate and dust, which was pretty cute. And, you know, sherry would the director of one worm code or the chairwoman one warm coat, one warm coat they collected and distributed. Four million coach last year. And it’s all volunteers. So i feel like if sheri and her volunteers have enough time to find a volunteer to manage their social media. Really, everyone khun take that opportunity because it doesn’t have to be you. It could be someone else who wants to volunteer their time. We have a couple of minutes let’s talk about the boardmember connect. Sure, this is the way of finding boardmember zl et’s remind listeners. Because its been many months, or maybe even over a year since we’ve talked about this, and actually we have some updates since then. So one very exciting change on lengthen is that there’s a non-profit interest search fassett, this is a free search facet available in everyone search experience on lengthen, and it allows you to identify those specific members that i was talking about who have checked the box, saying that they want to do skilled volunteering or serve on a non-profit board. So if you wanted to find someone in new york who has finance expertise and who is passionate about education and who wants to be on a board, you could select all of those facets within lincoln, search and find the hundred or two hundred or three hundred people that meet that criteria outstanding. Yeah, it allows us. Hey, powerful, sir, absolutely. You know, you could go from the three hundred and twenty six million lengthened members down all the time. But you could go from this huge pool where the huge pool is not really useful in and of itself. It’s. Only useful when we can take that pool down. Teo. The hundred or so that are exact members are going to talk to you. Okay, um, what do you love about the work? You do it lengthen. I love the non-profits they’re using the schools. We feel so lucky to get individual stories sent in all the time i managed our email aliases. So, like, i was saying, you could email volunteer marketplace that lengthen dot com that inbox gets so many great inbounds from non-profits saying, you know, i needed a logo and i knew i didn’t have money to pay for a logo, and then i found this volunteer unlinked in and here check out the logo he designed for me. It’s so rewarding to hear how it’s actually working outstanding and the offer again is for ah, for free posting of volunteer opportunity. You email volunteermatch marketplace at lincoln dot com ilsen dorsey, it sounds like you’re going to be the one who sees the emails. I will. And then i’ll send you your free posting. Could okay and mentioned non-profit radio, of course, in that important email. Thank you very much for being against. Yeah. Thank you so much for having me. And i’m glad it worked. My pleasure. I’m glad it worked out that you’d come in the studio and you can find them again on twitter, follow at linked in four arabic number for good that linked in for good allison dorsey, thank you again. Yeah, thanks, tony. My pleasure generosity, siri’s they host five k runs and walks, and this sunday, the ninth i’m seeing their new york city event. We’re going to be out in riverside park, expecting three hundred runners from north shore, animal league, brooklyn, autism center, tuesday’s, children, you cod, rosie’s theater, kids and a bunch of others. What is beautiful about generosity, siri’s is that none of these organizations could get enough runners and walkers tau host an event it wouldn’t be feasible for any of them, but when the community comes together and we get nine non-profits together like general with generosity series does, then they can have them. They have three hundred and now it’s worth the new york city parks permitting process, which believe me, you wouldn’t want to do for less than three hundred people and and everything else, all the infrastructure, the sound system, the porta potties, the start and finish archways, the the medals you kind of medals for winners and all that. The timing of the thing and the chips that go on the shoes it’s not worth it. You can’t do it on your own small, midsize shops, but you come together, generosity siri’s puts you together all their charity partners come together in different cities, and you got three hundred people and your, uh your participants, of course, raising money for your own charity. They’re of events coming up in new jersey, miami and philadelphia. I got to get them to be west coast or even midwest. But right now, just east coast, new jersey, miami, philadelphia. David linn, he’s the ceo pick up the phone and talk to him. Tell him you’re from non-profit radio because i like to talk to people that’s. Why i suggest that seven, one, eight five o six, nine triple seven of course, if you prefer generosity siri’s dot com in this week’s video, i’m looking for the coolest airport on the video there’s a link to my pinterest board, which is called i love airports, and i hope you will share your coolest airport pictures and videos. I don’t really know what makes a cool. Airport but let me see what you’ve got to put it all together and we’ll find something, but well, we’ll see. What what makes a cool airport feature there’s some things i’ve got a mind like the there’s this mist room in milan where this very fine mist is coming down on you as you’re walking through the terminals in milan in detroit. There’s this cool fountain that’s, it’s like tubes of water, but they’re not in the water, not in tubes. It’s just gets shoot shut out so fast that it stays in the tube as all the water is coming into the center and it’s all different timing’s that’s really cool buy-in in charlotte there’s this aviation history mobile it’s got ah biplane it’s got a, um, it’s got a a shuttle and you’re like, you know, nasa shuttle it’s got all different history, different areas of aeronautical history on this little mobile floating around above you in in charlotte airport, so those are all cool. Show me what you’ve got the video with the link is that tony martignetti dot com and that is tony’s take two for friday, seventh of november forty fourth show of twenty fourteen that’s, hard to believe here is my interview with christine use and vicky jones from fund-raising day this past june about your internal communications welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen, we’re in times square, new york city, at the marriott marquis hotel. And with me now, are you christine use and vicky jones. Christine is director of individual giving and external relations at westchester medical center foundation. And vicky jones is planned giving officer weill cornell medical college. Ladies welcome. Thank you. Thankyou, tony. Thank you for inviting your welcome. Glad to have you. Thank you very much. Your seminar topic is it’s all about communication. Vicki. Let’s, let’s. Start with you. Why let’s make it explicit? Why is communication so important? Well, it’s, especially important in the world of flynn of playing e-giving for many reasons, your donor may no longer be able to help you realize how the gift is to be allocated when the gift actually comes in. So communications and understanding that donor’s intent documenting that gift is very, very important. And, christine, what do we see non-profits not doing so well around communication? Well, i think communication. Is the key to relationship building, and i think that is really the basis for our line of work weigh have tio, you know, build, strong, concise and really just heartfelt relationships, and without good communication skills, you can’t do that, so and, you know, we’re we’re focusing on internal communicating, you’re focusing on the get it in the office, correct. So in order to i think to have a strong outreach, you need a very strong to build a very strong infrastructure within the organization and that’s all based on communication and relationships. Okay, where do we get started with this? So take it. So so for me, i don’t we don’t we don’t do like volleyball, tennis, so you could talk for a few minutes with video few minutes took great, so i know for me a lot of times the challenge has been to build internal communications, internal relationships, and one of the i think i think the best way to start is just getting off your chair in your office and going around visiting the other departments that you need to work closely with developing strong relationships, inviting them out to lunch, making sure that you’re all on the same page, figuring out how you can help each other, how you can work together, and i think it’s a lot of fun and one of the results i’ve had, and i’m sure vicky would agree is, you know, when you leave in an organization you leave with all of those wonderful network, you know, that wonderful network and all those those contacts. Hyre so it’s, uh, not always necessary to just send an email to a colleague who maybe in the office next door cubicle down the hall we can actually get up on go talk to them? Absolutely, yeah, email email is so misrepresented or miss spread in many cases, people will read a tone into something that may not even be there. So i think that when you have you came face to face is a good idea and then just really saying it was great talking with you, i think this is a great plan and just reiterating what you decided to do based on those communications very important and yeah, uh, email texting. I mean, haven’t we sort of lost the the art of face-to-face on dh the joy of face-to-face i mean, isn’t it for me? I’m so much more pleasurable to have a conversation where i can see the person now, a lot of times, it’s. Not feasible, but when it is when it’s just a walk down the hall. Vicky, i mean, shouldn’t we take the walk? Oh, yeah. I think the walk. We have a lovely deep bass voice. Have you a radio trained or opera singer? Everything. I’m just coming back from either bronchitis or pneumonia. So what? He just got me on a good day. I got it perfectly. Uh, okay, look, let’s, let’s, let’s. Go back. Christine, what are some strategies will be on? You know what we’re talking about so far and we have a good amount of time together. What else should be paying attention to internally? Well, i’ll just give you some examples of what i’ve done. And it’s been it’s been fairly successful so far. But, you know, basically again identifying the key department that you need to work with, figuring out how you can work together and making it attractive for them. So, for instance, you know, skip over. I know i’m in the world of health care, but in the world of education, admissions and advancement if they can team up together, they can work together to pair alumni and incoming students and prospective parents and it’s the most magical thing in the world and it’s so easy to dio but it’s just again, it’s just forming that relationship. And we all know here that when relationships, they’re going arrive of the reason usually is because of communication, communication, breakdowns, miscommunication. So if we can really work on those skills and be very proactive, which i think is what we’re talking about, dahna i think we can really change the landscape again, building that internal network building the internal structure really speaks volume when you step outside of that institution and go out into the community and start spreading the good word about that institution. If you’ve got a strong network inside, it is amazing what you can do. You know, tony, one of the wonderful things about working at weill cornell medical college for thirteen years is that i’ve built a lot of relationships, and not only with my donors, several of the physicians and faculty of the universe with the medical college and we also because in dealing with playing, giving, you have to work with your director of operations, you have to also, in my particular case work with cornell university’s department of gift in trust administration, and when you work with somebody and in that function in so many different ways, you’re able to identify this, this is a problem. How are we going to be able to stop this from happening or re occurring again? What are the steps that we can ensure that this one mark and you have that relationship history so that you’re not only going to your colleagues when there’s a problem, but you have a long history of working together around problems, and i didn’t very smooth times that when a problem does develop, you got that history behind durney one of my favorite things to do too, and now speaking more towards the medical side of it is just taking doctor’s out to coffee and identifying identifying what it is. They’re funding opportunities are what their hopes and dreams are. And then when you sit down and talk to donors and their expression a certain wish, too be apart, you know, have a fill in topic footprint at yours institution it’s really wonderful because you have all this knowledge in your head about the doctors and the researchers and what it is they want teo forward with. So i think a lot of what we’re talking about is just consciousness. You have to be conscious of deepening relationships, getting up from your chair, going to talk to colleagues, going to lunch with colleagues, it seems, you know so basic, but we’ve lost we’ve lost consciousness. I think about a lot of these things, tony winning things i’ve been working on in the past year is to try and break down the silo city playing e-giving there are many gift officers that i work closely with that we’ll work together in meeting with a donor and discussing dinner situation with the donor on the telephone and meet with them together. And what i tried to do is i try to make sure that my colleague gets a shout out when any kind of plan gift happens, even if it comes through the annual phone let’s, they perhaps somebody passed way. All right, this i always look at the donors giving history, and then i’ll say so and so passed. Away just received two hundred fifty thousand dollars through there, a state plan towards cancer research they gave for years to doctor and morris breast cancer research. And i help the people that have been working in building the program know that they’ve been successful in a way they’re not maybe realizing so it’s, you know, it’s, it helps them build their understanding of playing, giving and make them a little more secure with the concern among a lot of fundraisers is that if i give credit elsewhere them, i i’ve diminished my contribution go to the gift you’re a plan to give the officer and you’re giving credit to the annual fund. A lot of people would think that, well, you know, now now my my vice president or directed development may not appreciate my role in that in that gift. How do we overcome that thinking what i try to do is they try and say, this is, you know, i laugh and i told people i don’t get paid commission, so it really doesn’t matter, but what i want to do is to show a serious of building relationships, of working with gift officers, working in collaboration. You know, we’re trying to say that as gift officers, major gift officers working with our donors, we want to be able to tell them. Yes, i have thought about maybe, including will. I want my gift officers to work with me on a one to one level so that they can hear me saying to the donor, oh, i’m sorry. I have to ask to stay a couple of questions, and i hope they’re not too sensitive. And that reassures the gift officers and understanding and feeling a little more comfortable themselves in approaching this questions. So as far as getting credit are, we’re working towards making metrics for our major gift officers and principal kept officers that they work her assist on a plank after two or three within a quarter. But we’re beginning to incorporating that by incorporating that we’re encouraging people to work together more class. Christine is there. Is there another thought that you might have around? Measuring employees methods of collaboration so that it sort of becomes part of their their formal evaluation process. Well, one of my experiences just recently, too, has been that when you collaborate, it really inspires you to think outside of the box so normally funding sources that everyone thinks about, you know, again, we’re all sort of going after those individual donors, you know, corpse and found things like that. And recently, just sitting in a meeting and i heard a doctor give a presentation, and it reminded me of the research that was going on at a pharmaceutical company, not too far away from where we’re located. So it’s sort of opened up my creative juices tio, maybe start talking, having talks with that pharmaceutical company to underwrite some of the research that we were doing that really was a great match, and so i was able to work with the doctor, other team members. So we have team members on our development staff at our corpse and founds the, you know, corporate relations. So we were able to really pull in my individual giving experience with corpse and found with the doctor in the researcher and then the senior staff. And it was it was. It was an incredible collaboration, and it’s been very successful. So i love the way that vicky talks to collaboration and how important it is and how it’s being measured. But what i think the part that really astounds me is the amount of just ingenuity that is a result of, you know, innovativeness, that’s, a result of that collaboration. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and a a me levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end, he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. I think you’re doing a lot of nodding oh, yeah, yeah, that’s what i love about playing giving it. So i used to joke around with one of my former directors and i said, it’s kind of like mcdonalds too. You want deal number one don’t number two number three it’s, like once you get together with your donor and you’re talking about what they interested in, then you start thinking there’s a project and, you know, how much money do they think they couldn’t do? Do they realize they could stretch it out over five years? Do they realize that they might be able to create a chair? Believe trust that could provide a income for their child and at the same time provide a societal gift to the medical college? You know, those air, the exciting things, and i think that when everybody starts talking about possibilities that’s, what’s amazing that deal one, two and three also reminds me of monty hall let’s make a deal. I was i was on let’s make a deal in my early twenties, like a deal. What was your costume? I’ve had a green cut out a piece of carpet and my sign said, monty, don’t be a jerk. Let’s. Make a deal. Don’t be a girl. There’s a there’s a deal and let’s make a deal. You say let’s make a deal. Did you let’s make a deal? You did d i don’t know don’t know. Don’t be a girl. Let’s, make a deal. Correct. Did monty pick you? I did get picked. I did you? Did you indeed a rubber band or a paper clip or something that he was. I’ll give five dollars for the next room until i was offered door number one, two and three. And how did you do? I did. Well, i walked away with twenty five thousand dollars. Oh, my goodness. No kidding. That’s well and yeah, that’s. Outstanding. Yeah, about it in a box in new york candy bars. Go figure it’s better than a case of canned squid behind door number three. You got the song? So that was the big deal. You want the big deal? You know, it was more the first deal of the day. Oh, it wasn’t even the deal. Did he ask you if you wanted to trade your oh, yeah. Traded every door quick. But you didn’t. You didn’t trade. You know, i think that’s where i got my first experience. And looking at playing giving, like, do i really want to do this? Or how about that, eh? So you held on. You held on to your twenty five thousand dollar deal, has spent it quickly. Glad i mentioned it, by the way. You know, the lights overhead lights went out martignetti non-profit radio with casey crown, the lights are our lights never damn way. Go right through. That doesn’t matter here. Bring on the earthquake. North korea coming now don’t don’t. Um okay, well, what else? Communications your seminar description. It’s all about communication. You mentioned events, things can go wrong. Miscommunications around events. Somebody have a story about that or something admonition or something like a bout of each one of us are doing as a certain topic. I’m sure that both christine and i could talk about snappers and events, a lot of them, but we’re actually today i’m the one i’m going to be talking with the workshop i’m goingto be leading is called, um, a donor disease in a doctor on what we’re going to be doing this. We’re gonna be talking about how a donor came and decided he wanted to support huntington’s research and he wanted to be with one of our top physicians that was doing research in that department. And then we’re going to talk about communications that happened involving the deal of you know what? He wanted to find and listen. It’s the snafu who’s with this started with the fact that he was talking with the director of playing giving at new york presbyterian hospital. And many of you and our donors also were confused as to what’s new york presbyterian hospital while cornell medical center. Well, talk about communications mean, now, that’s not your department is branding and marketing, but that is that is there absolutely right? That is critical. There’s a lot of misunderstanding just in the general population of new york city. Where the heck newyork presbyterian weill cornell end begin. Well, it’s a wonderful partnership, but what happens is when we’re working with their donors, we really have to listen to what they’re talking about supporting and this particular case the the donor met with the director of playing, giving and the head of the department, and they did a little walk through and the doctor discuss kind of research he was doing and the donor was in love with everything that was going on and said, this is great, i want include something in my estate plan. I want to fund an assistant professorship or maybe a full professorship and at that point, the director of playing e-giving for new york presbyterian hospital went, i’m gonna have to give you to the medical college because the professorships air with college. You are so so we have a collaborative work. Exactly. So he introduced me to the diner and we put together a suggested request language for this, the donor to help achieve his goal. Okay, in a collaboration, well, you know, actually, we could he handed it off to me because you can’t. After that point, once you realize that gift is really going to benefit another organization, you know, you know, it’s professional e-giving professionals, we all have an ethical standard. We have tio here, tio and so, you know, knowing that professorship was, you know, through the medical college he knew he couldn’t facilitate the guest any kindly directed the donor in the right direction. Christine, what is what are you sharing? So basically, i’m talking about something that mickey mentioned earlier about the silo ing and give you a quick example in the educational arena that i used to work in. And just, you know, just this morning i had a a meeting with a donor, i had been trying to get a meeting with for nine months, and the key to the meeting was the chaplaincy at the hospital chaplain, one of the chaplains of the hospital, she this particular dahna was very connected to him personally, and it was because of that relationship, and i was able to get the meaning and working with him in collaboration. So here i am fundraiser, working with chaplin, tio tio, just educate the donor, thank the donor for their gift and then to educate the donor on the programs that are coming up to see if there was anything she’d be interested in funding in the future and, you know, it’s like magic, i think you know, vicky would agree. It’s it’s, amazing when you have those internal relationships and those collaborations, the strength of your meeting is phenomenal, and i think that really shines through to the donor. So you’re really presenting a well unified well, educate, you know, you’re you’re well educated, your unified and i think it just presents a great picture to the donor and you feel the key to those relationships is communication. Absolutely so i’m one teo always get up from my chair and, you know, walk to somebody’s office or walk around the hospital or, you know, go and visit a physician, i think the best place to have those informal meetings in the cafeteria and the coffee shop and those air sometimes some of my best meetings internally just catching up with people, finding out how they’re doing, you know, finding out what they did on the weekend and and all that time you’re building those great, trusting relationships internally, we can see you doing a lot of nodding, yeah, because it’s that’s a wonderful thing i love is the love building relations it’s just it’s always i’ve always been a people person, you know, in addition to being buy-in getting officer welcomed a medical college, i’m also the president of the philanthropic planning group of greater new york, and what i really like about that organization is the closeness of the relationship between playing, giving people throughout the entire community, you know, it’s it’s, great tohave relationships that build over the years, one of the things that we know by staffing donors and since i’ve been there for thirteen years, it’s really quite unusual in the non for profit world is that unfortunately, i’ve seen some of my gifts become realized, but i’ve developed relationships with my donors who at one time wanted to make a gift for cancer research because they knew somebody who had cancer. And then what happened is they learned about stem cell or the geo gnome, and they’re so excited about the science that’s happening today they’re like, oh, thank you, tell me more about this what’s going on with that, and they wanted that, you know, our donors really want to know more about basic science and about what are we doing and how you’re curing diseases? And what do you mean some forms of limb former, now curable? They’re very excited they have this huge, you know, diversion of interests now what’s the lesson in communications, you have to keep fluid, because usually what happens in a medical institution? Our gift officers work in either neural cancer. They work in pods, surgery, breaking down those silos right your earlier and christine’s exactly, because even though you’re you have a cancer donor-centric might change, but it’s building the relationship with a donor that you’re able to really to understand, you’ve got to get outside your own world. Exactly, ladies, we have to leave it there. Thank you very much. Thanks, danny. My pleasure. Christine hughes, director of individual giving, an external relations at westchester medical center foundation and vicky jones, planned e-giving officer for weill cornell medical college. Thanks again. Thanks. Thanks much pleasure listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. Thanks very much to everybody in the new york city chapter of a f p the association of fund-raising professionals. I hope to be back at fund-raising day twenty fifteen e-giving excellent interviews. We got more live listener love seoul, south korea. Always very loyal. I appreciate that soul. You’re always listening, and i notice it. Thank you very much. Daniel. Haserot beijing, china also very loyal. I appreciate that. Ni hao in mexico, san juan cut down, cartman single. I bet i didn’t pronounce it right. But you’re outside puebla and i’ll bet you know who you are. Welcome live. Listen love to you in mexico also in moscow russia water being australia love it love you and vancouver, british columbia, canada live. Listen, love of course, the podcast pleasantries have to be sent also. Everybody listening wherever they may be on their own time schedule next week, maria simple, our prospect research contributor and the prospect finder, will be with me, and i’ll have another excellent interview from fund-raising day. If you missed any part of today’s show, find it on tony martignetti dot com generosity. Siri’s, i’ll be with them this sunday generosity. Siri’s dot com creative producer is claire meyerhoff. Sam liebowitz is our line producer, shows social media is by julia campbell of jake campbell. Social marketing and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein. Read me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Dahna what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you’ve got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff sort of dane toe, add an email. Address card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to heal. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for August 16, 2013: LinkedIn: Make Hires & Page Analytics

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Marc Halpert: LinkedIn to Make Hires

 

Marc Halpert at Fundraising Day 2013
Marc Halpert at Fundraising Day 2013

Marc Halpert is a LinkedIn trainer and evangelist. He returns to explain how LinkedIn branding and search, along with your nonprofit’s profile page, can work together to help you find the best people to fill your job openings. Recorded at Fundraising Day 2013.

 

 

 

Maria Semple: LinkedIn Page Analytics

Maria Semple

Maria Semple, our prospect research contributor and The Prospect Finder, introduces the new LinkedIn Page Analytics. Identify your LinkedIn updates that drive the greatest engagement; get detailed demographic data about your followers; and even benchmark your follower base against similar pages.

 

 

 

You can also listen to the week’s archived podcast on iTunes.

 


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