Tag Archives: management

Dear Housing Works Thrift Shops

On Thursday, Oct. 11 at about 5:15pm I intended to donate a bookcase clock to your Gramercy Thrift Shop. I had been carrying it around all day with Housing Works in mind.

While in the bag the clock unscrewed from its pedestal and I screwed it back in. The young woman accepting donations saw that and when I put it on the counter she laughed. The clock swivels in its pedestal and I surmise she decided it was broken and a worthless item.

When I asked her for an explanation she insisted, “Nothing is wrong” and chuckled when I accepted her offer of a donation form. Her unsuppressed snickering turned me off and moved me to withdraw my donation. She offered no apology or explanation.

She’s [description omitted]. The clock is 2 years old from Bombay Company.

Your thrift operations need to be more attentive to hiring and training.

I have donated to the Gramercy store previously and bought from there. My most meaningful purchases were a $250 chair with ottoman and a $100 file cabinet. I have bought smaller items as well.

Your inconsiderate employee cost you a donor and buyer.

I blog on philanthropy and fundraising. I may well blog this as an example of what not to do.

Sincerely,
Tony Martignetti

I emailed that to Housing Works’ vice president for development on a Sunday. He emailed me back on Monday:

So sorry to learn about your experience at the Thrift Shops. I’ve forwarded your email to our director of stores. I expect that you’ll hear back from her shortly.

Please know that we appreciate your generous support over the years and we hope that this experience doesn’t completely end our relationship with you. Staff training is very much important to us; however, we sometimes fall short of our customer service goals.

Feel free to call me at any time; my contact info is below.

Housing Works’ director of stores left me two messages on Tuesday. She was very apologetic. I called her back but we haven’t spoken.

Rather than an example of what not to do, which I anticipated, it’s representative of the right way to handle a customer complaint.

Well done, Housing Works.

Nonprofit Radio for August 24, 2012: Campaign Volunteers & Fiscal Sponsorships

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Rich Foss
Rich Foss: Campaign Volunteers

Rich Foss, author of Greenlight Fundraising, on the importance of volunteer leadership in your campaign. How to recruit your chair and lead donor; the other volunteers you need in place; and what their jobs are. He has job descriptions and other resources that will go up on LinkedIn and Facebook.

 

Gene Takagi & Emily Chan
Gene Takagi & Emily Chan: Fiscal Sponsorships

Our regular legal contributors, Gene Takagi and Emily Chan of the Nonprofit & Exempt Organizations Law Group (NEO), make sense of this complicated relationship. What it is; why your office might become a sponsor and what that looks like; how to get started.

 


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Hello and welcome to the show, it’s tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, how i hope you were that you were with me last week. That’s all i just hope you were here. We had grow grassroots michael o’brien, founder and principal of mob advocacy. He knows how to bring people to your cause with grassroots advocacy. How do you activate people? What are grass tops? We talked about that and how do you engage those people? Where do you go to meet potential coalition partners and what’s the added value for your work around grassroots advocacy and divine devices, desktops, laptops, tablets and handhelds? Scott koegler had tips for picking the right device to fit your budget, your work style and personality. You know him? He’s, the editor of non-profit technology news and our monthly tech contributor. Of course, this week, campaign volunteers rich foss he’s, the author of green light fund-raising we, he and i are going to talk about the importance of volunteer leadership in your campaign, how to recruit your chair and lead donor and the other volunteers you need in place and what their jobs are and has lots of descriptions and other resources that will go up on linkedin and facebook after the show today and fiscal sponsorships. Our legal team jean takagi and emily chan from the non-profit and exempt organizations law group make sense of this complicated relationship. What it is, why your office might become a sponsor or sponsoring and what that looks like and how to get started between the guests on tony’s take two big non-profit ideas for the other ninety five percent you’ve heard that already. Today my block this week is to encourage you to listen to the show and since that’s a paradox, i’ll have some other things to talk about other ways to connect on tony’s take two here’s the first one, of course hashtag non-profit radio to join the conversation with us on twitter right now, we take a break, and when we return it’s campaign volunteers on rich fost will join me. I hope you stay here co-branding think dick tooting getting dink dink, dink dink, you’re listening to the talking alternative network waiting to get in. Thank you. You could join the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve, save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Dahna welcome back, live listener love going out new bern, north carolina? Oh, how i miss north carolina haven’t been there for a few months, but i will be there soon september welcome new bern and we’ve got more live listener love as the show goes on right now, my guest is rich fuss he’s, the author of green light fund-raising your sustainable fund-raising guide to raising fifty thousand to five hundred thousand dollars a year to light up the eyes of people you serve and your donor’s hope the book is shorter than its title. Rich he’s been in fund-raising over twenty nine years as both staff and a consultant he’s with me from rural illinois, where he’s, the leader of a mennonite community rich fast welcome to the show. Thank you, tony. I’m really glad to be here today. It’s my pleasure to have you, uh, we’re talking about campaign volunteers. What what’s the role of volunteers in a campaign about in my career, i worked with community non-profits and usually there’s only one or two development staff, and so i really wanted to develop a system that could be a multiplier for for staff and also that could really use the gold standard of fund-raising, which is, is. You raise a lot more money when you sit down face to face with somebody and describe the organization and ask them for a gift. Face-to-face and so, basically, i developed this system where you recruit volunteers and have them sit down with face-to-face with people and ask forgiveness for your non-profit and, uh, uh, not promise that have developed our have a doubt that it it’s been very special for them. Now we have a drug in jail on tony martignetti non-profit radio, and i hate to do it to you in this very first segment. But you said volunteers are our multipliers for for the charity? What? Why do you what does that mean? Basically, what it means is that that a development director, even if they go out and ask forgiveness, face-to-face, uh, can only meet with so many people each week or each year, and if you have aa group of passionate volunteers, uh, bacon meet with her a lot more people in a much shorter period of time and, uh, that’s why i call it a multiplier, okay, so early parole from jog in jail, but what your step you don’t you don’t want a second offense while you’re on parole. The let’s see, i’ve heard that it’s really? I mean, volunteers and i’ve had guests say this volunteers are the leaders of the campaign. Is that do you? Do you believe that over rather than the staff of the charity? Uh, definitely definitely. And that’s why? In setting up the system, the very first step is to recruit the campaign chair person who you want to have a very influential person in your community be the campaign chair person because their leadership will influence a lot of other people to, uh, to join your campaign. And so that that leadership role is extremely important. Okay? And we’re gonna have some time to talk about how to recruit that campaign chair is as well as some other volunteers, but what’s the role of the charity’s staff in all this. Then if the if the campaign is being led by volunteers, well, basically, i describe it. The role of the the, uh, campaign staff is particularly development staff. He used to run the system. Sometimes i like in these campaigns like an ipad. The ipad spring is very simple. And yet behind it, there’s a whole lot of details. Well, what you want to do in these campaigns is to create the systems and the details in such a way that it’s very easy for the the er staff are executing the volunteers to do their work, and so that requires a lot of work, a lot of organizational detail, a lot of of of work on the part of the development. Okay, now you’ve been doing this for nearly thirty years, so you can’t always have been like getting this toe ipad. What you used to look like in tow the old pong game or what? What did you used to liking it, too? Twenty nine years ago. Oh, okay, well, i didn’t have any metaphors until i was the brother typewriter. When you push the half space key. What i love just love about those type, you know? You know there’s? No, they didn’t used to be an exclamation mark on typewriters. I’m sure you remember that, right? Right. Had you had to do a period and then a back space and then a apostrophe to get an exclamation mark and that’s my theories. Why they’re overused now because there is an exclamation keith but that’s a little bit of a digression. I suppose. We have just a couple minutes before we take a break let’s from so so the so the staff is doing the systems. I mean, they’re they’re basically they’re supporting the volunteer leadership then is that is that? I have that right. Okay, okay. Now, before we could do the campaign chair, your advice is that there be a pre campaign committee. I don’t want to spend too much time on that, but just like a minute and a half before a break, tell us about the pre campaign committee, okay? Basically, you know, a lot of community non-profits their boards don’t get formed based on fund-raising. And so when i developed the system, i decided that we needed to have a group that was focused right on fund-raising and so generally what you do in the pre campaign committee, you get together, the executive director, maybe past boardmember the current board members, people who are influential, the most influential people in your community that are connected to your organization form that that, uh, campaign committee, because basically it takes influential people to recruit influential people, and so that prepaid campaign campaign committee gets together and identifies, okay, who are? The the top five people that could serve that in our community, that could serve in that role of campaign chairperson. Of course, if you put it, if you put dick cheney on your pre campaign committee, then he’s going to want to be campaign chair. Well, if you’re lucky, there might be somebody on your on your your pre campaign committee who could serve his chair. But especially in the first year, you want to go after the absolutely best person in your community, because that’s going to make your campaign sustainable because you want to do this every year, okay, which way a person. First, it works much better the next year. Okay, we’re going to take a break. We’ll come back and talk more about the campaign pre-tax paint committee leading into the campaign chair. Stay with us, talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what you’re born, teo you society, politics, business and family. It’s, provocative talk for the realist and the skeptic who want to go what’s really going on. What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry sharp, your neo-sage tuesday nights nine to eleven, new york time go to ivory tower radio dot com for details. That’s, ivory tower, radio, dot com for every time i was a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back. We’ve got more live listener love going out to massachusetts, spencer, massachusetts and no handup massachusetts, welcome to the broadcast with rich foster. We’re talking about fiscal sorry we’re talking about campaign volunteers, which fast, you probably want to talk about fiscal sponsorship, do you? I don’t care. You have expertise. Yeah, i don’t even particularly. I’m not looking forward to it, but we are going to want to talk about campaign volunteers on dh were in our pre campaign committee. So the this group of community leaders is assembled to to choose the people who would be good prospects for the campaign chair. Correct. Okay. And you did say if the pre campaign committee should include the the executive director of the charity? Correct. All right. Is that really the only should that be the only staff person employee of the charity? You’re often the development director will also be a part of it. Okay? And then other people who are prominent in the campaign co-branded community in there, in the community. Okay, so what’s their what’s, their process this as they as they narrowed down the prospects that they move toward asking somebody, uh, basically what? They do is the first thing they do is identify probably five people, possible people and then rank them. And basically, i suggest this because, uh, i learned from my mistakes the very first campaign that i was involved with. We we identified the next best person asked that person and they said no, and that happened four times. Yeah, so that’s. A lot of disappointment for a committee of mostly volunteers. That’s, right, that’s, right. Very disconcerting and out. The fifth person said yes and ended up to be a very a very good campaign chair person. So what was the lesson lesson from that? Yes, i learned from that identified five people right away. Rank them and that way, if you if somebody says no, you don’t have to push the panic button. Okay, your committee of volunteers is not disillusioned. That’s, right? They got others to go to. Ok, it’s right on. You have some pretty specific advice about about this process and even the meeting with with the candidates. Yeah, yeah. The the recruiting of volunteers is really, really serious business tonight i have a son who played division one basketball in fact, colgate university and so i got to see first hand the basketball recruiting process, and one of those guys are highly organized, and the same charities have to do the same thing. I have to plan things out very carefully and basically, you have to identify, okay, who’s going to on this pre campaigning committee, who’s the best person to invite the person to a breakfast or lunch where they can be approach who’s the best person to ask them to be the campaign chairperson and in the there’s, a lot of details that you and i have planned out, and you’re doing this for each of your five candidates. Yes, well, you do it for the first one and and then, you know, if you have to go to the second one, you do it, but all planned. I mean, do you even recommend people sort of role, role playing or any kind of mock mock meetings? Teo, talk about you’re going to say this and she’s going to say that, etcetera, i don’t know if you need to do the role playing, but you need to identify who was going to say what you know, so that that, uh, like the reason you involve the executive director is you need to have someone who could describe the non-profit and also who can tell a powerful story about the work of a non-profit and, uh, so you basically need to figure out the roles before you before you set up the meeting, okay? Okay. And at what point should you share the the sort of job description of the campaign chair with the with the prospect? Well, i, uh i would do it verbally during during the meeting and then, uh, attended the meeting just give them the job description, ok? You don’t want to read it during them during the meeting, but you want them to have something to refer to when they’re when they’re considering it. Rich has a model job description for the campaign chair and lots of other helpful resource is we’re going to mention a couple of them, but you’ll find, ah, whole list of them around this topic of campaign volunteers on my on linked in group for the show and also on the show’s facebook page after after the show, those will be posted and rich, who lets see who i should be the person to actually make the ask at the meeting is that should not be the person who’s the the closest to them. Or should it be the executive director? Or how do you decide who actually says we invite you to be our campaign chair? You basically need to ask who is the most influential person in terms of who’s who provoc perspective, campaign chair, person who’s? Who are they most likely say yes to ok. And that’s also the campaign pre campaign committee simply asked that question and hash is without among them and that’s, the person you asked, okay? And around a giving a gift expectation for the campaign chair. Certainly the person’s going to need a campaign they have to give. Correct. What do you like to see in terms of asking what? Telling them what they’re what the charities expectation is around that in an ideal world, they would give the elite gift. Uh, but way lived in an ideal world. You’d be on a much better. Show them this way. So we know that that’s out. Okay, i would be much more fluid. Uh, so you more support thing is influence not with e-giving ability of course you want them to give you want. You prefer to get them to give a major gift they clearly have to give, but they may not be able to give at the league gift level. Okay, uh, but their primary role is to be the chief influence in the campaign. So if they’re involved, you want everyone to say, wow, this is this is an important bilich event or important campaign in our community because this person i see ok, and also they become the person that it’s hard for other people to say no to write that’s, right? Because right, because they’re going to be responsible for recruiting other volunteers and asking people for gift. So say little about that, okay, the, um the campaign chair person will be responsible for recruiting the division chairs and that’s going to vary from community community, uh, in a larger city, you might do it by, you know, geography or, you know, a suburb or by industry that’s sort of part of the planning process. But whatever divisions you come up with, there needs to be a chairperson for that debate division. And, uh, you want your campaign chair person to recruit, recruit them. Okay, right. And you want to make that somebody that it’s hard to say no to that, right? Okay, so let’s spend a little time. By the way, just listeners were talking to rich boss he’s, the author of green light fund-raising we’re talking about the use of volunteers in your campaign rich why don’t you tell people where they can find your book? Green light fund-raising that or okay, green light fund-raising dot org’s let’s talk now, since you’re starting to lead us there. But you’re not taking over the show, which for some some guests get a little presumptuous. Take over the show. You’re not taking over the show. Appreciate it. I’ll follow your lead. You’re in trouble going off a cliff. Thie let’s talk you started brought into a bigger staff of volunteers. What should that? What? It’s? A little more. Besides the division heads. What should this broader volunteer kadre look like? Okay? One of one of the things that the development director needs to do is to develop a gift charges and the gift chart basically says what level of gifts need to be asked for and received in order to achieve. The goal, and then there are are once you have that, you can identify the number of volunteers you do, and i won’t go into all the process. But basically for every gift you need, you need three prospects. Right? Okay. And you want your volunteers to, uh, ask five people for gift. So this is hyre mathematics now. Okay, it’s. Just a matter of each volunteer. No, it’s hyre math for me anyway, so every volunteer as to ask five people that’s, right? Ok. That’s, right. And so well, you can figure based on your gift chart, you can figure out what you need to talk to so many prospects. And are you okay? Tio, meet your goal and you divide that by five. And then, you know, you’re a number of volunteers, okay? And that’s another one of the resource is that we have is that is not in the list of raving. Okay, there’s there’s a, uh an excel spreadsheet that has, ah, gift shark in it. And it also includes the breakdown of volunteers. Okay, excellent. And again, you’ll find those on the linked in group for the show and also the facebook page and then those air links back to teo richie site um, now we like to see volunteers recruiting their own teams isn’t isn’t that right? Yes, rather than having them posed by the staff that’s, right? It’s basically, because, you know, this is all volunteers doing it. They’re going to have to the leaders of the team leaders we’re gonna have to yeah, you know, do some gentle pushing to get things done, and they’re going to be able to do that much better with people that they know their friends. And so you want them, you want to strongly encourage them to recruit people that they know it, and, like and trust that the charity is putting a lot of faith and trust and like into it’s volunteers? I mean, there really are e-giving a lot of responsibility to this to this volunteer. Kadre yeah, yeah, and so, you know, one of the one of the the important roles, but particularly the development director does is is built strong relationships with the campaign leaders so that the campaign league leaders know that they’re going to have the support of the staff, and it really gives them confidence in their work and that kind of flows through the whole campaign. Okay, just the important point that this really is a ah delegation to the volunteers it is it is, yeah, yeah, and part of what happens is that, you know, i emphasized over and over again is you have to tell the stories of your non-profit because these dramatic stories of either wives transformed or also of, uh, the needs of non-profits mitnick is meeting really energizes the volunteers and gives them really meaning and purpose and what they’re doing way have a segment on the next show. My guest is rochelle shoretz and she’s going to talk a lot about storytelling in rain in the second half of next week’s show. Great, because i would really encourage people will listen to that or has, uh, stories are just absolutely essential when working with volunteers, which what is it that you love about? Fund-raising it seems, lives transformed, you know, the i’ve had so many people, you know, talk to me over the years and say things like, man, i can’t do that, you know, that’s begging for me, it’s not begging, you know, i tell people, you know, a panhandler bag. A fundraiser transforms lives. Yes. Give us a story. Give tell a little story about some some life that you’ve seen transformed our lives. Yeah, i was actually influenced in developing this model by doing a capital campaign. And, uh, when i did this capital campaign, i was working for an organization that provides services to people of developmental disabilities. And, um, there were about seventy people that we had living in a nursing home, and we wanted to shut that nursing home down and make it possible for them to live in a small group, homes. And there was one guy, particularly, uh, and, uh, i want to give his name, but i would talk to him. And any time this topic came about pizza, you know me. I like peace and quiet. And he was living in an extremely noisy nursing home, you know? And, uh, i remember we did this campaign. You know, it was a tremendous dahna taking for the organization never dahna campaign before raising one point, two million dollars dahna, uh, community of, you know, seven thousand people. And i went and visited him in his new home. And that was so moving you. Know to see him, you know, getting the peace and quiet and he’s long he probably living this nursing home for twenty years or so, you know, and see his life. How has changed? It was just amazing just by having a quiet environment very touching. Yeah, rich, we have just a minute left. I’m going to hold you to that. But can you tell us what? What lesson? What a lesson that we might all take from the mennonite community around fund-raising of the mineral rights. Uh, not only do fund-raising but they’re also very action oriented. One of their one of our services called mennonite disaster surface and so many knights from all over the u s will go to places where tornadoes go through hurricanes and they’ll clean up. No, they were down in in er not bad. Duitz of louisiana, new orleans, new orleans yeah, you know, helping clean green. And i remember hearing the stories of, you know, incredible work that they did buy the good friend who is on their way. I have to stop their rich shirt rich boss is joining us from rural illinois where he’s, the leader of a mennonite community. He’s, the author of green light, fund-raising, which you’ll find at green light fund-raising dot org’s rich. Thank you so much for being on. Yeah, thankyou. Tony, i really appreciate being here. It’s been my pleasure. Thank you. Now we take a break, and when we return it’s tony’s, take two little more live listener love and then gene and emily on fiscal sponsorships. Talking alternative radio twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot order or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s to one to seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Dafs you’re listening to the talking alternative network. I’m ken berger of charity navigator. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back, we got live listener love going out to laurel, maryland and also malaysia. I don’t know which city in malaysia, but laurel, maryland, malaysia welcome tony’s take to my block this week encourages people to listen to the show you are obviously already past that, so i have the advanced course for you. I want you to know that i continue the conversation from the show in the linked in group last week, i had a follow up question for michael o’brien about civil disobedience, which we didn’t get a chance to talk to talk about in his conversation around grassroots organizing, and this week, as i mentioned, the templates and other resource is from rich foss will be in that linked in group. They’ll also be on the facebook page, so next time you’re on linked in, please check out our group and join also twitter no there’s me and the hashtag, and you can follow me on twitter the hashtag of courses non-profit radio if you want to know who the guests are going to be each week, i send email alerts every thursday on the facebook page. My voice just broke thursday like i’m twelve again, um and you can sign up for those email alerts. I just said that on the facebook page and then you’ll know in advance for the guests are maybe you don’t care. I understand you may just be subscribing and you don’t really care who’s going to be on because you know that the guests are all going to be smart and that the host is in question, but you can always count on good guest. Um, i also won four square. If you want to connect with me on four square, i’ll see where you are in the world and you can see where i hang out. Check me out on foursquare and that is the end of tony’s take two for friday, august twenty fourth, the thirty sixth show of the year we have jean takagi and emily chan gene is the principle of neo, the non-profit exempt organizations law group in san francisco, he edits the popular non-profit law blogged dot com and he’s g tak g ta k on twitter. Emily chan is an attorney at neo-sage she’s, principal contributor to the non-profit law blogged, and she is the american bar association’s two thousand twelve outstanding young non-profit lawyer i don’t know why she’s still on the show. I’m sure she can have certain you could do better than this. Now that you have that appellation, you can follow emily chan on twitter she’s at emily chan, jean and emily welcome back. Hi, tony. Tony. Hello, emily. You’re still on that. You’re still coming on the show. Thank you for that. Everything about you for having me even if you got the prestigious award. Um, let’s. See, we’re talking about fiscal sponsorships. If there was ever if you ever needed evidence that the contributors choose the topics, this would be it fiscal sponsorships. A little little technical, but i’m willing to go into it. What is jean a fiscal sponsorship? Well, i’m gonna try to get a dog in jail. Yeah. Good luck. Were already there. Fiscal sponsorship let’s define this before out and its most common form. It’s. Really a way to start a non-profit project without creating a whole new nonprofit organizations. So basically, what happens? You’ve got a charitable project or an idea that you want to implement. You bring it to a charity willing to serve as the fiscal sponsor on who’s willing to operate that program within the organization so it becomes a negro part of that organization. And you reserve the right by contact. Be able to move the project to another physical sponsor if things don’t work out or you could even move it into your own nonprofit organization that you form once you know that the project is viable. That’s great. Thank you. Okay, you cut out a little bit. There is great incubator, i believe, is what you said, right? That’s okay, so we have the sponsor. Is it the sponsor? And the sponsoring? Is that how we should be referring to these two? Mostly referred to them as a sponsor and the proud sponsor and project. Okay, all right. We’ll keep our terms straight. Okay? And could gene could the could the project be another charity or that that’s? Not that’s, not how it works. Well, the like a smaller charity could be a smaller another charity don’t have to apply for tax exemption. Just actually running a program that you’ve introduced to another charity. And so you’re kind of head of that program. But the program is owned by the other to charity with the caveat that you, khun, take that program and bring it to another charity if the relationship sours in some way. Okay, okay, now, emily, i’m going to guess we would we would only want as a sponsor of our project. Oh, and established charity. Yes, picking the right physical sponsor is a huge part of getting the advantages of a physical sponsorship relationship, as jeanne mentioned. You know, they have a lot of control over the project. They take on a lot of responsibility generally with, like the admin and all the back office things, and they’re also managing the funds that would help fund your project that you definitely want to pick someone or excuse me of charity that has a good reputation in the community has some experience, possibly with physical sponsorship already. So they have the process is in place and one that aligned well with the mission. Otherwise you’re going to run into a certain problems. Sure. Well, and i would imagine a charity wouldn’t wouldn’t take you as a project if there wasn’t mission alignment, hopefully not. And that is a big part for the physical sponsor to be sure that they understand why. They’re taking on certain projects. Sometimes, you know, you’re so eager to want to help a charitable project that you do start to go outside of your own mission without, you know, taking care of your organization. Emerge. That’s risky. Mission creep. Mission creep. Okay, now what? Um what should a charity be looking? Oh, no, wait. I want to want to ask you, emily, you mentioned that the sponsor manages the money, so the money doesn’t belong to the project. It belongs to the sponsor. That’s correct. So entertainment in the typically a project that doesn’t already have tax exempt status, would it really make sense in that situation? So essentially, the physical sponsor is taking in money for the charitable purposes of the project, but that sinful sponsor, in order to not essentially acted like a conduit or to collapse and basically give money teo, non exempt entity. They have to have discretion and control over the funds. So there’s a certain level of oversight that the physical sponsors should be exercising with the project to make sure that it’s no operating properly, that the money being used the right way and that at every juncture, essentially when it does. You use the money to fund a project that is making that decision as opposed to just letting it pass through. Okay. And when you refer to the non exempt entity that’s, the that’s, the project. Right. Okay. Okay, let’s, stay with you, emily. So what’s the advantage for an existing charity cause our clients. Sorry. Our listeners are our charities mostly. And when you guys were first on the very first show that you two were on, we talked about alternatives to creating a new five. Oh, one c three charity. And we just barely touched on this subject. S o we have we have talked about altum other alternatives to creating a charity, but what’s the advantage to an established charity. Emily tbe a fiscal sponsor of projects for the fiscal sponsor it’s really about furthering that sponsored mission. So again, we talked about mission alignment. If you find projects that further, you know, the charitable purpose of your organization, not a huge benefit for the physical sponsor. Additionally, they do take generally a cut of the funds to take care of that back office stuff. I mean, they’re taken care of let’s. Say, you know payroll, you know, their insurance, maybe covering the project. All of these things take some money as well. It’s not really a money maker again. It really should be about furthering the mission. The charitable mission of the existing sponsor. But they do take some money generally in order to cover their cost. Ok. So now, gene, i assume we can just look to the internal revenue code and that will lay out these fiscal sponsorship responsibilities and relationships. Actually, no tony physical sponsor ship is not defined in any laws. I don’t think any state laws and definitely not in the internal revenue code so it’s all about the contract. So we want to make sure that you’re working with an established sponsor who can establish the right contacts to comply under the regular five a onesie, three rules. Holy cow. All right. So eyes. So there must be things that are supposed to be in these contracts. And again, were you know, our listeners are are the charities. So if somebody’s going to take this on this fiscal sponsorship because they do see mission alignment and the things that emily described? What what’s your advice around creating this? Contract if there’s there’s no statutes governing this relationship well, this may sound a little funny, but you’ve got to talk to the lawyers think this arrangement for the does that lawyer have to be the outstanding young lawyer of twenty twelve from the american bar association? You can’t go wrong with that, right? That’s what you absolutely cannot just outstanding and it’s in the title, so we know, but in case you don’t happen to have access to emily, although through the internet there’s no reason anybody shouldn’t be hiring emily, but you’re right, so you definitely this is definitely a legal relationship, and you need a lawyer drafting this contract, right? And to understand your responsibilities as a sponsor, there’s a great book out there from a no attorney colleague of ours, greg colvin called physical sponsorship six ways to do it right. And there’s, a organization called the national network of fiscal sponsors that publishes guidelines for fiscal sponsors and their best practices, including what they put into a physical sponsorship, agreements and policies. Those are definitely things that wanted checked out. Okay, and how does your friend, your colleague, spell his last name? Greg coben, ceo b i n okay. The guru of fiscal okay. Six ways to do it right. But there’s probably dozens of scores of ways to do it wrong. I’m sure in fact we actually put out a block both staying six days to do it wrong. So they definitely are. Did you? Okay, let sze not a copyright infringement. Wait, you do intellectual property work over there in the non-profit exempt organizations law group, not it out you don’t that’s. Very convenient. Okay, so it could very well be a copyright infringement. No, i’m sure it’s not a lawyer now. It’s fair. You some sure or something? I don’t know who does. Okay, so, emily let’s go into a little detail about structures around this sponsor project relationship and just we have about two minutes before first break. So what? What does it look like? Yeah, the structures, there’s models? Yes, there are. There are a handful model that actually comes out of that book that great colden. I wrote that gene mentioned the most popular one is the one that we we’ve been discussing. Model a also called the comprehensive or excuse me. Comprehensive physicals, sponsorship or direct project and it’s, when the charity basically houses the project, okay, in terms of all the management and the insurance and all that, all those things that you laid out, right, so it would be just like any other program it’s operating. Except for that caveat that is a relationship to find my contract. And there is a contemplation that the project may leave at some point. Ok, i don’t model a not a very clever name. I mean, i thought great could come up with something better than model a, but we’ll work with it. He’s the he’s, the guru. So we’ll work within his his, uh, sort of lacklustre. Um, his his, uh what i want to call this this is the, uh uh, i can’t think of the word i’ll think of it later. Okay, um and so all these things that you talked about before these all have to be in the contract, right? In terms of management responsibilities and insurance and oversight and all this it should be. And again, it just helps to lay out exactly what this relationship is going to look like because of the fact that it’s defined by the contract, i mean any pickles sponsorship could look a little different from another one. That is important to contemplate as much as possible at the outset as opposed to finding those problems. When you start trying to do this, ok. And the one that interested me, that gene mentioned a couple times is the right to leave the, uh, leave the, uh the the sponsor. Yeah. So that’s, very important for both the project on the sponsor to understand what terms and conditions might apply for that. So in some cases, maybe this sponsor is going to require that the project finds another five oh, one c three entity to house it. Maybe they’re willing, teo, do some other kind of due diligence to grant those funds that they held for those charitable purposes to the project. These are all things that you really want to think about beforehand. Ok, ok. Rubric. That was the word i was looking for. Model a is a rubric. This all falls under the rubric of model a i do. It was the board would come to me rubric. Of course, we’re going to take a break. And when we return, gene and emily stay with me. And we continue talking about fiscal sponsorships. That’s, another rubric. Com. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop, second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it, aspire, athletic, insulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. 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. Welcome back. We’re talking. Toa jean takagi and emily chan are regular legal contributors about fiscal sponsorship. I want to send live listener love out to little wet british columbia, canada, and i apologize if from mispronouncing it, if it’s in the way or something different than i just said it, i apologize. We got last week, we had ontario in ottawa, where’s, where’s, saskatchewan. Why is saskatchewan in manitoba? Never checked in alberta? Never checked in. We need to get these provinces listening live gene let’s, turn to you and see what else we might flush out about other models around fiscal sponsorship. So since we have the very rich model, eh, there must be a model b. There are the model ate a model at the rubric. Okay, rubrics, the lackluster rubrics. I’m sorry. I’m sorry for your colleague. I’ll stop calling them lackluster. So okay, what does model be matter or or his model? See better than be? Or how does this work? Well, model is by far the most common form. Okay? I was believed to be that in, like, eighty to ninety percent of the cases. The next biggest is model b, which is called a preapproved brandt relationship models this is you cut out a little bit there. This is model season charlie model using bravo baizman bravo is not as popular as sees charlie that’s. Right? So shouldn’t see bebe. It kind of flows from the structure of the i don’t know if we can recommend this book anymore. No obstacle. Ok, tell us about model charlie model charlie is the way that an existing non-profit that still doesn’t have tax exempt status, perhaps it’s a fight to the irs but hasn’t received determination yet. Khun starts to get fun now. The sponsor can act as an intermediary if you will receiving grants intended for the project, but foundations aren’t willing to. That project until it has its own five. Oh, one team status. So it gives it to the fiscal sponsor. The fiscal sponsor re granted to the project. But it has to use its own expression and control in order to make that re grant. The foundation’s put the onus on the fiscal sponsor to do all the due diligence. Okay, emily, how does this differ from model a alfa? I’m in a lot of ways, actually. So going back to model a it’s, the project is not its own entity. It’s really? Just a program, essentially that’s being operated by the fiscal sponsors. So all the employees, all the volunteers, all the liability, it’ll sit with the physical sponsor model. See, you have more separation. So he mentioned that its own entity now the project. Maybe. You know, it’s, just the taxable corporation. It might be in its period right now. Where? It’s, waiting for its five twenty three determination. So a lot of more of the liability from that program that it’s running a charitable project with the entity. The other entity, not the physical sponsor. Okay, so this is it. Shifting the responsibility is different. That’s how? It’s different than a okay, emily, what are some examples of fiscal sponsors like could could’ve come? It is a community foundation of fiscal sponsor or could it be? It could be they’re really as there is no riel limitation on who could be or what type of entity could be a physical sponsor. Generally speaking, you see it more calmly and just five a onesie three entities, because they’re able to get those contributions that can offer a tax deduction to individuals as well as bring in some private foundation grant. So you see it a lot with five eleven three entities, but as far as the mission of those entities or what it is that they’re doing this there’s no limitation on that, okay? And just we have just a minute left. Emily, where do we usually see this conversation begin? Does it does it start with the ceo of the of the sponsor thinking about bringing in projects or just started the board level where i think it actually starts with the project approaching on today’s out there that either have already decided to do it? But i think most commonly, it might start with the project. That is looking for a physical sponsor. Gene could shed somewhere like him and he actually sits on the board of community initiative, which is a physical. Okay, jean, we have just thirty seconds. Do you want to shed some light as emily cast it upon you? Sure, there’s a website called fiscal sponsored directory dot org’s, which is a good place to find a physical sponsor in your area or in your eyes. Area service. So that’s a good face to go to community foundations often engage in sponsorships and sometimes there sponsoring a project that our collaboration amongst many existing non-profit organization okay, we have to leave. I’m sorry, we have to leave it there. But that website again was fiscal sponsored directory dot org’s jean takagi. Principle of neo non-profit exempt organizations law group emily chan and attorney at neo-sage even emily, thank you very much. It’s. Always a pleasure will talk to you next month. And also, of course, want to thank rich fast for being on the show next week. We’re pre recorded because i’ll be on vacation in beautiful block island, rhode island next week. We’ll have. I had a great interview, but i didn’t get the job suzanne felder was with me at fund-raising day this past june. She’s, a consultant in outplacement for lee hecht harrison and she has advice around job search. Then, as i mentioned earlier storytelling with rochelle shoretz, founder and executive director of shark charette, they have built a culture of compassionate storytelling to help their members through their cancer diagnoses and treatments. Rochelle will have really valuable ideas on helping your charity create stories and who’s best to tell them, and she has her own touching story as a two time breast cancer survivor. Come, i want to shut out one more live listener love right here in the studio, indianapolis, indiana in the studio actually, carmel, indiana, to be exact live listener love in the studio, you know that i host a podcast for the chronicle of philanthropy? Did you know that? Did you know i do it’s fund-raising fundamentals? That one is a ten minute monthly podcast and it’s on ly devoted to fund-raising topics i have a summer siri’s going on on grantspace eking the latest is building relationship with foundation program officers, and the first two were researching foundations and writing winning proposals. It’s called fund-raising fundamentals you’ll find on the chronicle of philanthropy website. You’ll also find it on itunes, continuing to wish you good luck. The way performers do around the world last week was chalk us, which means chicken in australia, in slang australian do you remember why they say chicken? You’re gonna have to go back and listen, i don’t have time to tell you today from spain monisha merida, a lot of ship, it comes from the success of a play. People would arrive at shows by carriage and what pulls a carriage, horses and what their horses leave behind shit. So the more of that you have, the better your show is. So i wish you much mierda for the week. Our creative producers claire meyerhoff, with this kind of content it’s hard to believe we have a creative producer, actually. But there is actually is one but she’s not responsible for these language lessons and this performing that comes from janice taylor. So i want to thank janice taylor. Sam liebowitz is today’s line producer shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, how i hope you will be with me next week. One, two, two p, m eastern on talking alternative broadcasting at talking alternative dot com. Durney dahna. I think a good ending. You’re listening to the talking, alternate network, waiting to get anything. Cubine hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks. Been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s two one two seven to one eight one eight three the conscious consultant helping conscious people be better business people. Buy-in you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Dahna

IRS Filing Prompts Charity Registration Compliance

Last week I used Mary J. Blige’s foundation as an example of a noncompliant charity and opened an explanation of why it’s important to register your charity in each state where it solicits donations.

Here’s a motivation I didn’t mention last week: IRS Form 990.

If you’re required to file Form 990 annually, rather than one of the shorter annual forms like 990-EZ or 990-N (the postcard), then you’re answering questions about whether your charity is complying with state registration laws.

The alternate forms for smaller charities (based on gross receipts and/or total assets) don’t inquire about that.

For 990 filers, take a look at Part VI, question 17. (Use the link above to view the form.) It asks you to, “List the states with which a copy of this Form 990 is required to be filed.” Submitting the form is a basic request in every state registration regimen.

If you’re required to register in a state, you are required to submit the 990. (I speculated last week that not having its 990 ready may be why Ms. Blige’s charity hadn’t kept up with its New York registration.)

Charities required to file Schedule G of the 990 (who’s required?) will have their interest piqued by Part I, question 3: “List all states in which the organization is registered or licensed to solicit contributions or has been notified it is exempt from registration or licensing.”

That’s straightforward reporting of your compliance with state laws.

To blatantly nitpick, there is another possibility beyond registration and notification of exemption. Many states allow you to decide for yourself that you’re exempt. You won’t get notified by those states.

This is all quite interesting. A federal agency’s form asking about your compliance with state laws. Might that information be shared with states? I don’t see evidence that it is now, but I have heard rumblings about greater cooperation between IRS and state charities bureaus.

To round out your 990 thrills, the form is signed under penalty of perjury by an officer. It best be filled out honestly.

Nonprofit Radio, May 4, 2012: Survey Savvy & Content Marketing

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Paul Gearan
Paul Gearan: Survey Savvy

Paul Gearan, a partner at Professional Survey Group, explains how surveys are cultivation tools for your donors. You can increase awareness of your work; gauge willingness to support; heighten sensitivity to challenges; and get feedback on how you’re doing. But you have to do it right if you want reliable results.

Please take a moment to take the survey for this week’s discussion with Paul. You’ll find it here at the end of the guest and segment descriptions. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.

Scott Koegler
Scott Koegler: Content Marketing

Scott Koegler is our long-standing technology contributor and the editor of Nonprofit Technology News. This month he encourages you to give away high quality, interesting content through your blog. You are blogging, right?

 
 
 
 


Create your free online surveys with SurveyMonkey, the world’s leading questionnaire tool.

Here is a link to the survey: http://www.surveymonkey.com/s/CXHJPHR


Top Trends. Sound Advice. Lively Conversation.

You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.

If you have big dreams but a small budget, tune in to Tony Martignetti Nonprofit Radio.

I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Make sure to tune in at 1pm ET on Friday and you can share your observations on Twitter by using the #NonprofitRadio hashtag on Twitter.

Here is the link to the audio podcast: 090: Survey Savvy & Content Marketing.
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No. Welcome to tony martignetti non-profit radio for may fourth twenty twelve big non-profit ideas for the other ninety five percent i’m your aptly named host i do hope you were with me last week, i couldn’t stand knowing that you had missed, get monthly givers and strategic organizations, raised more money, get monthly givers was bob wesolowski the president of caring habits, and he helped us get habitual monthly donors through electronic funds transfer. A lot of people know that as ft that was pre recorded, a tte philanthropy day two thousand eleven and strategic organizations raised more money. My guest was starita ansari, president and chief change officer at msb philanthropy advisors. She encouraged you to organize thoughtfully around your mission, looking strategically at your inputs, outputs and outcomes to boost your fund-raising revenue that was also pre recorded at philanthropy day last year. This week, survey savvy paul gear in a partner at professional survey group explains how surveys are cultivation tools for your donors. You can increase awareness of your work gage, willingness to support it, heightened sensitivity to challenges and get feedback on how you’re doing. But you have to do it right if you want. Reliable results and content marketing. Scott koegler is our long standing technology contributor, he’s, the editor of non-profit technology news, and this month he encourages you to give away high quality, interesting content through your blogged you are blogging, aren’t you between the guests, tony’s take to philanthropy jargon, do you speak and write in terms that people can understand? You can use hashtag non-profit radio to join the conversation with us on twitter were also on linked in i’ll say more about that later on, tony’s metoo right now we take a break, and when we return, i’ll be joined by paul gearan for survey savvy. Stay with me. Yeah, you’re listening to the talking alternative network. No. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s a lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna durney welcome back with me now is paul gearan. He is a partner in the professional survey group. He has extensive experience in survey design, online surveying market research and social science research. His career has been focused around research and data analysis for the past twenty years, and i’m very pleased that his practice brings him to the show. Paul garin, welcome. Thanks, tony. Thanks for having me. It’s. A pleasure to have you how useful are surveys for small and midsize charities? You know, i think for a lot of organizations, they really provide some core informations that oftentimes people within organizations kind of our internal debates about and there’s not always great clarity with what some of assumptions are being made. And i think research with particularly donors and stakeholders, but also uses of charitable charitable services give you a lot more specific. Clary on whether your fulfilling the elements cia mission that are most critical to you and most critical tier donors. So i think in that regard, you know, this becomes critical information not only to kind of get a sense of an evaluation on how you doing now, but also if you’re involved in long. Range planning and trying to look toward the future of how you should evolve on dh. Part of what you said is you could resolve some internal differences about the way things might be going or the way things should go. So maybe some of those internal arguments can be resolved this way. Yeah. I mean, i think that’s one thing that, you know, it’s funny, because when you work with people who say what we know all this we know we know we know exactly, you know how people feel about us or you know how we’re doing, and we know what our strengths and weaknesses are, and then you start to talk to different people in the organization. You find out very different assumptions with many people. So part of part of the problem might be unwillingness toe do the survey because then you have reliable information and your opinion might end up being the wrong one. Yeah, and that becomes a challenge for us is outside consultants and how to be able to do the research that they get away that’s not biasing any particular perspective and be able to present it in a way that people understand and take, you know, internalize that taking an understanding and continue to to think about things because we were we don’t have an agenda, we want to get to what what reality is and i think that’s one benefit of sometimes of having another group that’s outside your own organization do the research because you don’t have a kind of bias voice, right? That objectivity just you have to be willing to recognize that your side of the argument might be the loser exactly and, you know, like with everything we try, destruction is not, you know, presented that there’s winners and losers, but there are certainly times when you come down on a certain side and things are unambiguous when you, when you survey people and, you know, eighty percent say they don’t they don’t think you’re doing a very good job of this particular element of of your portfolio of services that you know, that that’s meaningful, that that’s pretty undebatable and one of the survey questions that we ask and i want to thank you for designing our first professional survey. Thank you very much. It’s usually it’s usually the hack job that i do, thank you thank you for for lending your services to the to the survey before the show, and one of the questions we asked is how satisfied are your key donors and stakeholders with the performance of your organization? Currently and three, two thirds said either very satisfied or somewhat satisfied. But then roughly one third, about twenty nine percent said i’m not sure, so they’re not there there’s some uncertainty there about what their donors and stakeholders think about how they’re doing. Yeah, and i think that’s, you know, that’s where we you know, where we come down in terms of how important this is, if, you know, a third of people really don’t have a good sense of that, you know, how do you move forward and know that the measures you’re taking the programs you’re supporting, the way you’re administering it all the way you’re going out and trying to get external support for our right and are going to be solid going forward? It’s certainly difficult to know if you don’t have some kind of reed and even the kind of very, very southside, somewhat satisfied, you know, that kind of comparison, although i think when you just research you find most people are somewhat or very satisfied, but, you know, is the bigger bucket very satisfied? Because those are the passionate people, supporters, those of the people that, you know, i really going to stand by you in the long term, somewhat somewhat satisfied, you know, they’re going to be the kind of people that i got more loosely affiliated affiliate in terms of long term, long term support. So you know, those those ki kind of things we bring to the table and be able to kind of say, you know, hey, yeah, eighty percent of your people your donors or somewhat are very satisfied, but, you know, only thirty percent of very satisfied and that you want to see flip, you want more people that kind of passionate what’s called top box, okay, right, i got you so yeah, so so don’t be so satisfied with somewhat satisfied, exactly what’s outside it is you’re doing fine, but in a world where, you know, people have a variety of different ways where they could distribute this support and all, i’m sure deserving causes, you know, being in a somewhat satisfied bucket doesn’t really distinguish you. Got, you’re ok, and in our survey was about forty three percent were eyes felt that their donorsearch stakeholders were very satisfied, there’s about twenty nine percent somewhat satisfied we have just about a minute before break, you can also be surveying people outside your donors and stakeholders, right? Amore amore, broader audience, maybe just your community? Yeah, absolutely. I mean, i think, whether it be local community, if you can, a local organization or we’ve done work for international organizations that we’ve done national studies forward to get kind of general population awareness. So for example, if you’re, you know, organizations say your aa group focused to its animal protection there’s a lot of those kind of groups out there, you know, where do you fall in terms of visibility compared to those other organizations? And what could you do to perhaps increase that? Where do you need to? Kind of kind of do your messaging? You know, what were the vehicles for communication and also one of the important messages that you need to get out there you can connect with? Ah, wider population. That may be more supportive of your group when there’s other competition. Come on. I hate to say competition, but not-for-profits. But obviously there’s people in the same space, all doing great work and believing in the organizations you know, that want support. We’ll take a break. Paul. Paul here is going to stay with us. We’re going to continue talking about surveys and survey savviness, so stay with us. Co-branding think dick tooting getting depicting you’re listening to the talking alternate network, get in. Nothing. Good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that come mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. I’m leslie goldman with the us fund for unicef, and i’m casey rotter with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to tony martignetti non-profit radio. The ladies said it for me, so i don’t have to say big non-profit ideas for the other ninety five percent. Paul, we were just talking about maybe surveying beyond your immediate donors and other stakeholders. But when you, when you do survey dahna people who are committed to you, it sounds like i mean, there could be some value around helping you to focus your mission in your core. Yeah. No, i think when you, when you talk about people that are closest to you, there’d be a core donors or donors in general or other stakeholders like, you know, people in the legislator that might legislative that might be supportive of you. You know, other advocates in the area that the different kinds of stakeholders beyond just a donor base, too. Yeah, but i think that’s where, you know, you really get a sense of people that know you well that care about the cause that are a little bit more discerning. And even the research you might be able to split those people out to where your core people, who were the people that know you best and who are kind of people providing regular donations cubine may not be tracking his services in consul here’s the core people were, and i’ve done that kind of research before. We’ve is it? Okay, here’s, the stakeholders that really know you well, what do they think of you? What does the kind of broader base of support think ofyou and kind of look at that? But i think that’s where you really get are we on our mission? Are we feeling the promises that we were making to the community that we’re serving into the people that supported think that if if they don’t, then you’re in real trouble? So if you find out that you they think you’re kind of falling short on a couple critical pieces of your mission, well, it’s, time to reflect and see is that a statement of messaging in information? Or is it truly a deficit in the services you’re providing? This could also be valuable in doing strategic planning. I mean that’s basically everything you’re saying could could contribute to a strategic planning process. Absolutely, because i mean that that’s the element we’re dahna only checking on how you’ve been doing, but what are the existing are you keeping up taste with the existing needs of the community, the population just serving so you may have done a very good job continue to do the job in your basic mission, but are there new challenges in us space that air coming up that maybe you’re not keeping apace with fast enough that, you know, for five years down the road, you that’s going to be the critical area that they would like you to see serving? So, you know, it’s a matter of how we doing now, but, you know, looking forward, one of the critical issues moving forward that maybe, you know, obviously you just think about the last he isn’t changing economic landscape suddenly the needs of people and in the nation at large, in the world at large have changed quite a bit, so you can imagine tryingto strategic plan five years ago when everybody the economy was hail and going full steam and and how that changed so dramatically and how you might need to change your kind of perspective and outlook long term as an organization, if you’re gonna serve people that now might be having additional challenges that didn’t. Exist a few years ago. What about just surveying aboard? I mean, could you use this as a way to anonymously gather opinions of just your board members? Absolutely, you know, always tricky because, ah, few key comments on they reveal their name, but that’s kind of one thing that again sometimes using outside organizations helpful because we can kind of get that and not only kind of, you know, clean the data such that, you know, we present things back to people so we can be sure indemnity, but also kind of educate, like, how do you use this information? But absolutely, we’ve done that kind ofthing, not boards employee research is are the people in your organization believing that you are on on on the beam with what your mission is with what your services? And sometimes we done both rose, since we’ll survey kind of outside populations donor, and then inside populations are those consistent, you know, people seeing problems that the outside world is seeing that are a sign of future issues are going to struggle with or vice versa, you know, you guys think, you know, internally, we think we’re doing great, but externally there’s a gap there, and perception and let’s talk a little more fund-raising too, you could use this tio test some different fund-raising messages, couldn’t you? What resonates best with donors protection? Actually, you know, one of the key kind of components in determining your messaging and fund-raising whether you’d be even if you think kind of educational institutions, colleges, secondary school, things like that. Um, do you kind of lead in your messaging with what makes you distinctive and unique, or do plead with the messaging that will have a broader appeal to a wider audience in the example sometimes uses, imagine that you’re either an all women’s college or a college with a long a particular religious tradition. And are you trying to kind of narrowly focus on people who value those things above all else, or you trying to kind of go out to a broader population and get a bigger, more diverse set of people in your in your school with which those lead messages might not be the most buy-in including and appalled, but how can a survey be used specifically in that example, then? Well, you can do is you can put out a variety. Of different messages and test the desire ability so say we describe a certain organization in certain with certain keywords and messages. He’s, how desirable would be that organization terms of you supporting in donating money for that organization? Then you have on the group of messages which both of which may be true about this organization again if it’s done anonymously and people don’t know the organization’s even more helpful than that. So i’m thinking, okay, so if you don’t know, the organization has done kind of blind like that, you know, to what degree and that’s kind of more talk more general population study, uh, how desirable these other set of descriptors? And then you get an idea about for my example for you, you’ll find out, is that the quality of faculty and staff and teachers and ability to develop your own individual kind of curriculum and and, you know, looking at the social and personal development that person will be the things that test out best and things about a particular religious affiliation although may not test our poorly aren’t going to be the core values of the wide group of people you can use those secondary messages to say because we have this tradition, we are unique position, so so then you can even use surveying toe helpyou sequence is your messages exactly, and so that’s what we’ve done, that exact thing with the you know, imagine the front page of your website or the front page of your of of of your kind of guide book, or whatever written materials you produce being those upfront primary messes, and then you think about what the secondary and we’re the tertiary ones because you don’t want to run from your uniqueness, either. I think it’s important to feel like you have unique ways to contribute, but you need to tie them into the core values of the population just serving, or the people that made support you in order to truly make a connection with a wide audience if you want to get to a very narrow base, well, that’s a different story, but for the most part, people are trying to exit chadband their scope and expand their flexibility in terms of either who they serve or who supports them just going back. Teo mission focus. One of the questions you asked in the survey was, how confident are you that your donors or other stakeholders are clear about your mission on dh? Everybody said either completely confident or moderately confident, but teo related to the point that you made earlier. How does brooke break out the first and second, only about a third were completely confident in two thirds were just moderately confident that people who know the organization are clear about what the organization does, right, and that’s and that’s, you know, going a key difference. We’ve done the research study for, you know, a local organization in new england that was doing prodding a variety of different services to local community, including, um, shelter and providing food services, heating and utility helped and things like that and, you know, they were kind of known for two key things, and they had a suite of fourteen of fifteen services that they were really proud of and and felt like that gave them a unique kind of very wide based impact on the community, but when you surveyed their donors, they were known for a couple key things and, you know, i think they want to feel like they had a much broader on. Understanding among the people that are supporting them and their stakeholders of what they really do. All right, paul guerin is a partner at professional survey group. You’ll find their sight at professional survey group dot com and we’re talking about survey savvy let’s talk a little about some of the nuts and bolts. What? What are the variables that go into determining how to do your survey? Well, you know, i think this, you know, there’s three major kind of modalities actually collected information that’s phone based research, online research and paper surveys come in person interviewing as well, but paper serving as kind of died out a little bit, but phone and online being the biggest and online, certainly in the last decade, really taking course. So one of the kind of determines is, well, how can we get to our population? Do, for example, do we have pretty good e mail, pop penetration or accessibility so that we could do something online? Do we not? Then we’re going to have to do a phone based survey will i’m sure phone his phone is quite a bit more expensive exactly that, you know, we do a lot of online, because, again, we’re trying to build on south getting, you know, a broad base of information for people with costs issues, and one thing i do kind of tell in organizations is there’s there’s a difference between sophie was well, if we go out to online that’ll bias up sample because the only people that are online a lot, our people check their email. Well, that may be true, but what are we trying to achieve here? You know, we can actually do this study for, you know, a fifth of the cost if we go online and are you really going to get that different information? Are you trying to pinpoint whether a certain question is seventy percent of seventy five percent or you’re really just trying to understand that here, the things people think we’re doing well, what is the kind of top bucket of things here’s? The things we’re not doing so well on the actual specificity of the data is not particularly critical in terms of well, yeah, maybe it’s a little bit biased in one way or another, but you can actually pull off the research financially by using your online they upleaf except with were also in that example. Isn’t it relevant whether the email using the active email using population is going tio have some some bias toward the objectives of the survey? I mean, does it really matter that a lot of people check the email? Eso they’re going to be the ones who will have a greater propensity to answers that really matter to the purposes of your survey and your charitable work and that’s kind of one of the first things we talk about with you, let’s, let’s talk through the ratification. So if i find out, for example, a group says, you know, we have about fifty percent emails, i said, well, who do you have e mails? Well, it’s, mostly people, you know, younger, ok? So then age could be a legitimate buy-in factor. And so then i said, well, you know, given that, you know, if we look at your donor and then the actual kind of looked at the percentage of monetary support you’re getting, you find out that eighty percent of the forty and over well, we’re not going to want to exclude them from the study in that particular case, it’s worth saying okay, maybe we do a mixed methodology of phone and online. Or maybe we do phone it’s worth that. So there’s certainly a circumstances where i would say, you know, in this particular circumstance is biased and there i was i would say, you know what? For what you want to know, it’s. Fine to get read elearning online population that’s that’s. Okay, what’s the i gotta move on a little bit. Paul what’s the reliability across you mentioned phone, email and and paper surveys are they do they vary in terms of reliability. They vary in terms of kind of, i think what i found actually study on several years ago in a previous lifetime, but that phone research people tend to be, well, one thing briefer because you in-kind getting getting them stirring the phone researches it’s more active and you’re actually pursuing people to prove spade in the research. The downside that is that sometime you’re catching people that’s a very narrow window, which is kind of catch them on the phone and do this as on online or paper, they could do it at their own leisure. So sometimes you get very truncated responses, particularly if you asking kind of open ended items about that require commentary? We’ve also found that people tend to be nicer on the phone, so if they’re rating you on a scale of one to five it’s harder to say something bad, it’s harder to be a negative on the phone. Yeah, so not that it doesn’t happen, but you tend to see the scores being slightly higher on the phone, an online or paper where you don’t have that what’s called a demand characteristic, you know, social expectation of being nice, okay, so that that’s a big difference i’ve seen between phone versus the other two methodologies is this is this something? And we have just, like three minutes or so before before we have to end all this talk about serving, but is it is it something that charity khun i could do on their own? If we’re going to a short survey, can they can they do this and be successful? You know, you know i at they can, you know, i think there’s always caveats about making sure that you have, you know you’re asking questions in the right way you’re not biasing your questions in a way they’re going to get you information. That is what you want to hear and not necessary. What these actuality but there are tools out there like surveymonkey and bloomerang that are going online. Survey tools that are relatively easy to use if you just have a short survey it’s not that complicated you want to get a bunch of yes, no questions or some commentary you khun go use those those were relatively inexpensive. Certainly this free virgins of them. But even the kind of pay versions they are very, very inexpensive her month way you surveymonkey for the for the show’s a sze yu know exactly. You know that, you know? And for a lot of needs, they can solve them. You know, if you want to get a quick read on you can pop out a survey monkey auras bloomerang survey tia population. You could certainly do that yourself. They’re fairly easy tools, tio. Okay, but then if you’re going deeper like this is part of a strategic planning process or you’re not sure about the mission focus that you should be you should be engaged in for the next over the next five years. I mean that is more detailed, and you want to probably have someone professional helping, so you’re eliminating biasi? Yeah, i think if you’re going to get into that depth and really talking about shaping the way your organization is currently are going to operate in the future, then you need to really we’ll get somebody to kind of look atyou survey and like what we do with lot of they will say, hey, what what role do you want us to play here and what you know? And we could do that with what, what? But you have? And at minimum, let’s, look over your survey and say, well, you know, that question isn’t going to get what you want, it’s going toe it’s going toe secure the issue more than going to clarify all i have to stop because we have just a minute and i want i want to talk about getting feedback, is it? Is it wise to share survey results or to tell people that you’ll share the your your findings with them like everything it’s, context dependent, i bias towards sharing? Yes on i think thinking on how you’re going to do that because i think especially when you’re you’re serving people close to you, either your own employees or donors. They’re gonna have an extra day. Shinhwa what happened with this information? What did you do with it? What did you find? And what is he going to be? Action. So i’m very biased whenever is appropriate. Find a way to share the information. The main information, the survey, maybe you don’t need to share everything. Maybe something’s a kind of nuance that you wantto kind of work on internally. But i think some of the main things not only what you found, but what you’re going to do with it. I think that is a great power. It makes people feel like, well, there’s a reason i did this research and i contributed because now the organization i care about is utilizing an unproductive went. Paul garin is a partner in professional survey group. You’ll find them at professional survey group dot com. Paul, thank you so much for being a guest. No problem, tony. Have a nice day. Has been a pleasure. Thank you. Take your right. Now we take a break when we returned. Tony’s take two on philanthropy jargon. Stay with me? You’re listening to the talking alternative network. Geever are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed on montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt. Y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back before scott koegler joins me it’s time for tony’s take to my block this week is philanthropy jargon. If you google philanthropy jargon generator, you’ll see what got me thinking about jargon in the non-profit community it’s a random collection of now nhs verbs announce adjectives and verbs, but not in that order, though thinkit’s, verbs, adjectives and now nes andi it’s a little disconcerting. I think that somebody, somebody thought there’s so much jargon in philanthropy that they should create a generator to help you create, create your own if create something, if you if you’re at a road, block your mental block and you just can’t think of the right phrase, put in a random jargon phrase and and you don’t have to define it because people don’t define jargon so that’s little disconcerting. Um, got a lot of comments on this on this post over a dozen some people use it. Teo, i think some people use jargon to sound smart, which is unfortunate, but there was one comment or someone uses jargon to screen for expertise because hill, he’ll ask people what they’re lie. Bunt and sideburns rates are and leibrandt is someone who donated last year, but not this year and a side bunt is someone who didn’t donate it in some year, but not this year, keeping myself out of jargon jail, of course, so he uses it to sort of screen that’s interesting, but generally i think you want to communicate so that people understand what you’re talking about. The jargon generator, i think, is fun, but you wouldn’t want to use it as your dictionary as your when you’re writing to donors or ah, potential funders. So post is called jargon. The post is called philanthropy jargon it’s on my block also on my block is a connection is a link to our linked in page we’re now on linked in. You can communicate with us there. Tell us what you like about the show don’t like about the show, maybe some show ideas or some guest ideas, please share that with us on our linked in page, and you’ll find all of that on my block at tony martignetti dot com that is tony’s take two for friday, may fourth, twenty twelve, the eighteenth show of the year, and i hear the phone buzzing. There is scott koegler scotty. How you doing? I am here, tony, how you i know you are doing well, scott koegler, of course, is our long standing tech contributor and the editor of non-profit technology news. We’re talking this week about content marketing. Scott, what is content? Marketing? Uh, content marketing. You know, i actually don’t like that particular title gave it to me. Okay. I know. I gave you the guy stabs me in the back in the first sentence. What can i say? All right, well, i’m calling you out. It was your type. He changes. Mind you’re entitled change minds. Go ahead. What do you what is this thing that we don’t have a name for? Well, we have we actually have many names for it. I prefer using something like authority marketing because the point of this kind of thing is that you write stuff and you you send out articles that our authoritative in your particular space authority marketing says has such gravitas to it. It does. It does. Actually. Sounds like it should be jargon. No, but the point is that what you want to do is you want to give people something to read that that’s not anything new that’s, you know, newspapers and everything else that’s been published forever. I want to do that, right? So we’re encouraging people to block is that? Is that where we’re headed? That’s part of it? Yeah, that’s, uh, we’re encouraging people to put out information that the people that they want to talk to are interested in knowing about that’s, that’s it, or whether it’s blogging, uh, whether it’s, uh, you know, paidcontent, uh, whether it’s, maybe even aggregated content, which we can talk about also, which is actually pulling information from other locations, and then writing about it. Okay, thank you for defining that keeps self out of jargon, general. So we’re very jargon sensitive this week. You can tel i i hear that. All right, i get the get the keys. I’m i’m on the trigger. I’ve got a hair trigger. So, content marketing authority marketing. Um, let me just talk a little bit about what i think content marketing is okay. It’s actually been a bad name for me because it’s, uh, it’s really it’s being used by what’s called content farms, which are sites that, like examiner dot com maybe to a smaller degree, but they they pay very little to their their authors. And the and the point of little writing is to get keyword rich maybe keyword overblown articles, because then then they sell advertising space, right? They shall advertising space against those. And until recently, google, you know, could be fooled into paying a lot of attention to a site that had a whole lot of appropriate word. All right, but not great content and cheating the writers. And that sounds terrible. Alright, that’s not a terrible, especially since i’m late i’m against. All right, um, good. So the other side of content marketing, which i call authority marketing, is creating articles. However you do it, whether it’s yourself, blogging or whether you actually pay somebody to write for you what co-branding information and putting it out there for people that you know, something, they’re interested. In actually reading, not just the google will find it and bring it up in search results because it’s much better people actually go to your site because they want to go to your sight because he has a reputation on dh that is not stuff that’s necessarily touting your good work. Oh, i mean, it could be stuff that’s valuable in because it’s related to what you do write an interesting that way? Yeah, think of it as a cz yourself, if you’re mean, you know, we know what you do, and we know well, i know some of the things you do, and so what are the things that people would write about and publish that would bring tony martignetti to a website, you know, on it may it may be about non-profit but it may also be about creating, uh, creating audio’s shows that draw audiences and maybe that’s related to non-profit or not. So you really need to know your audience that’s really big key, okay? And i want to say that generally i’m an example of what not to do so i appreciate you using man’s example of what should be done or who could. Be done could be let’s, not goes for us should, but generally people would be wiser to take the course opposite mine and self deprecation is one of those things that comedians really like to get into. I do that’s true, but we know that most charities don’t blogged, right, isn’t you have an article sixty nine percent don’t block and yes and that’s true. And you know what? I think what happened is that over time and i’m talking about the last now ten, twelve years blogging got to be, you know, everybody blogged, um and so, you know, it was your block and your mom read it and that kind of stuff, and it turned out to be pretty useless for most people because they may have written something, but nobody cared. Yeah, and so i think that the blogging that name blogging got a bad lap for a while. And so whether let’s just talk about content creation rather than block. Yeah, because there are other ways to do it to youtube and other ways that you mentioned before, lots of ways and content, as you just kind of alluded to is not necessarily their word it could be what you’re doing right now. The audio shows it could be video, it could be animation, even it could be a whole bunch of things, but the point is to get something that’s that is interesting to to the people you want to talk to so that they then say, g i and, you know, wonder what tony’s got going on today. I think i’ll go over and check in sight, right? Right? And then they’re rewarded at least at least fifty percent of the time that they find something that they like. You don’t have to hit one hundred percent not going to hit on percent, all right, all right, okay. And a way of just tow bring the show. That sort of full circle may be a way of finding out what your stakeholders may be interested in is to survey them and also to find out where they are, whether they’re whether they’re active in social media or more active. Just an email. Yeah, exactly, right, exactly. Because the way you’re going to deliver it goes to your point of knowing your audience, right? And just because you have an audience that you talked to primarily by let’s say email doesn’t mean that you can or should ignore the social media. I’ve got a couple of websites that i managed and i do content creation for them, you know? So so i’m kind of in the business and every time that we publish an article, we also sent out a tweet and a facebook update and they linked in update and those go automatically so anybody who’s looking at us from any of those locations in addition to the weekly email that we send out, has the opportunity to see what we’ve done and you know their choice. They come read more about it or not, but at least they’re getting notified, right? And the interconnectedness between all these social media properties, the one you need, the ones you’re named and you might put flicker in there also can be very much automated, right? Right with a with one exception of google plus which is not yet still released their their a p i that allows automated system’s supposed to for them? Yes, jack, you are shows social media manager regina walton doesn’t outstanding job of knowing how to do all those interconnected ah messages. But it’s it’s really not very hard now and then, but that’s the key is sometimes you can’t automate everything. Sometimes you just have to have, you know, somebody put in the time in order to do what’s, right? Absolutely. I just i don’t want to discourage people thinking you have to have a social media manager in order to make these interconnections it’s valuable because i’m producing so much, but you can’t do it on your own, too, right? Absolutely. Let’s. Talk a little about aggregated content you mentioned. What? What? What does that mean? It sounds like way. Don’t have tio write everything on our own. Yeah, they were produced everything or whatever aggregating content and stealing stuff. Okay on dh aggregated, aggregated content. Basically what? Here’s the here’s. What happens? You get a google news feed on our ss feed, you monitor somebody’s block that you know, has good stuff that you like and let’s say that tony wrote a block that i really, really like. It makes a lot of sense for us. My my leadership would probably like to read that. So i got a choice. I could just copy and paste it into my sight, which tony probably wouldn’t appreciate, right? That’s very bad. And not only that google. Well, actually, uh, take us down for that now it won’t take us down, but they’ll they’ll decrease our popularity because they say, hey, this is already than publish whyyou republica interested? Okay, they know they don’t really care about the fact that you plagiarized um, but they do care about the fact that it’s not original. Okay, so what i would do with that is i would write, you know, maybe a couple street who’s that tony martignetti wrote this really interesting post about jargon this week on his block. If you want to read it, click here. So what that does is it gives me something to comment on, and it lets my readers say, cheese. Not only does scott put out this stuff that’s interesting to me, but he’s also bringing me things that i may not have known about from other sources. So this is really a good way snusz to be to find out things that i want to know and what it does for tony, of course, is it brings another reader to tony site it’s really a good wayto work, aggregated content understand very, very organic way of bringing people to your site on give it back by by giving them value. Right? Excellent. Scott taylor, of course. The editor of non-profit technology news, which you’ll find at n p tech news. Dot com in which at which point we actually do all of those things that i just described. Okay, you conceive an example of it there. Thank you. For ah, what had been a segment called content marketing but became authority marketing. Thank you very much, scottie. Thanks very much. My thanks. Also to paul garin for being a guest this week. Next week. Five bullets to a better oh, we, uh oh, my. Cutting him off a little. Scott, you still there? I’m still here. Okay, uh, i’m i’m wrapping up the show five minutes early, so you and i still have time to talk. I’m still grateful to paul garron, but it’s, i’m looking at the wrong segment, so we’re going to take a break and hope everybody stays with us and scott you especially, i’m here. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking. Welcome back to the show, and as i’ve made the point earlier, we i definitely an intern on this show, so i have somebody to blame from steaks like the one i made right before our break. S o if you know someone who wants to be blamed constantly for my mistakes, please have them send me their resume, and that sounds like a really great appeal. I’m sure i’ll get a ton. Um okay, scotty let’s see, i’m here. Yeah, different the different platforms that we might use different properties that we might use for our authority marketing have different personalities, right? I mean, you might not necessarily do the same thing on twitter that you would on facebook on dh versus linked in certainly, although the social media platforms have a whole lot of commonality to them, but right, twitter is only going to take, you know, a sentence and maybe a picture where is facebook could take more than that lengthen could take more than that. Google plus could take significantly more on that. Actually, you can publish directly on google. Plus, i don’t particularly mentor recommend that, but it’s people have done it on the menu. That’s interesting. I’m sorry. I just ask, why? Why do you say that about google? Plus what? Why not putting fresh content directly on google? Plus, um, google plus is like a hyper blogged in that the content rules by very quickly and so it’s very difficult to them find something of interest down there if it’s kind of rolled off of your screen. So okay, so not like, uh, it’s like a regular blonde or an online publication where you’ve got a nice kind of a content management system, brings things to the front, keeps him there for some starita time and then actually could be found easily in the published right. And and i think the length of articles is a big differentiating factor. If you have anything longer than a few sentences, you really don’t want a post directly on social media. Okay, you want your own, you want your own space, you want your own space, and then you wanna leverage the social media that has the first paragraph, maybe or on a link back to your your own content site. Okay? And sort of wrapped up in everything we’re talking about. Is that the same? Content can be used in different ways. I mean, on dh lynette singleton, who is on twitter often retweeting the show on dh lynette, thank you for doing it today she is at s c g the number four non-profits on lincoln on twitter if you wanna follow her, um, makes the point that, you know, one one piece of content can be used across lots of different platforms in different forms. Absolutely. I’ve even multipurpose, um, that has gone, taken an audio podcast like yours and has transcribed it into text. Oh, interesting on and then what? And then they just post that really? Okay. That’s interesting. Yeah, i can either be edited, so that was more of on article or serious of articles or can be just posted as it as it goes. I think they successful way to do that would be split it up in the articles, post them as content and maybe even link back to the recording of the show. So there’s, somebody prefers to here, they can still hear it, and i could see a value. And that would be you’d get some search engine value from the transcript because search engines can’t. Search audio. But all those words that are in the transcript would be searched if that’s exactly right. And there there are many ofthe offshore overseas services that will transcribe at an unbelievable rate. So, you know, i may not be perfect, but it’s it’s enough to get to get online and get it, maybe useful enough for someone to say. Yeah, i see what he’s saying, but i prefer to hear it so they click onto the the audio stream. Got it right. Okay, but again the point, multi multi purpose ing your your content coming and going back to the earlier guest ball. Gearan a survey could be something that is used as authority marketing. Absolutely. Because what you doing in that place is getting your readership to become the authority. And people like, you know, they have there. They’re their word and their opinion. I would caution we do surveys for some of my properties as well. And there is there’s a survey burnout where you just continue asking people for their opinion and well, you know, at the first couple of times they really like it. Especially if you give them feedback and write an article. About what? What they said. But if it’s too long or more continuous or too frequent, you’ll notice, uh, extreme drop off your respondents. Yes. Okay. Okay. We’re going to leave it there for for for real this time. Scott koegler as you heard multiple properties he’s, a land baron on the web and again the editor of non-profit technology news, which is that n p tech news. Dot com that’s one of his property. Scott. Thank you very much. Thanks, tony. Talk to you later. It’s been a pleasure. Let’s. Try again next week. Five bullets to a better budget. Paul connick stein. Principle of mission first finance knows how to create a budget that is aligned with your work and is a useful planning tool and he’s going to share what he knows that’s, that’s important doesn’t really matter much what he knows he’s gotta share it and he’s going to do that next week. You can check us out on facebook. You can check us out on linkedin. We’re on youtube also the youtube channel name israel. Tony martignetti because some young guy from boston stole the the tony martignetti so i’m real tony martignetti and you’ll find a lot of interviews on that youtube channel. Khun, listen, live our archive for the archive, you goto itunes, which is non-profit radio dot net. You can listen there, and you can subscribe so that you can listen any time on the device of your choice. On twitter. You can follow me, i’m at tony martignetti and the show’s hashtag is non-profit radio. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media is by regina walton of organic social media, and the remote producer of tony martignetti non-profit radio is john federico of the new rules on our first remote will be starting in june next month. I hope you’ll be with me next week. Friday one to two p, m eastern, at talking alternative broadcasting, which is always at talking alternative dot com. Co-branding think dick tooting. Good ending. You’re listening to the talking alternate network, get him. Duitz good how’s your game. Want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop. Second guessing yourself. Move your game to the next level. Bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. 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Looking to meet mr and mrs wright but still haven’t found the one want to make your current relationship as filling as possible, then tuning on thursdays at one pm for love in the afternoon with morning alison as a professional matchmaker, i’ve seen it all with distinguished authors, industry coolers and experts on everything from wine to fashion. Join us as we discuss dating, relationships and more on talking alternative dot com. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow no more it’s time. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. 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Nonprofit Radio for October 14, 2011: Giving Beyond The Check: Non-Cash Giving & Proactive Prospect Research

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

Tony’s Guests:

Michael King
Michael King: Giving Beyond The Check: Non-Cash Giving

Recorded at the National Conference on Philanthropic Planning last week in San Antonio, Michael King of the National Christian Foundation shares the processes for closing gifts of unusual assets like collectibles, real estate and intellectual property.

Maria Semple
Maria Semple: Proactive Prospect Research

Regular contributor, Maria Semple, The Prospect Finder, follows-up on her last spot by going into greater detail on making your small shop prospect research proactive.

 

Top Trends. Sound Advice. Lively Conversation.

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I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.

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Here is a link to the podcast: 063: Non-Cash Giving
View Full Transcript

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Dahna welcome to tony martignetti non-profit radio for october fourteenth, two thousand eleven your aptly named host. This show is all about and always will be about big non-profit ideas for the other ninety five percent. I hope you were with me last week when it was excel in email execution. My first guest was dave pulis, ceo and chief consultant at granite partners, and he shared five elements of effective email marketing and had tips for list hygiene. I hope your list is practicing safely and then claire meyerhoff, editorial director at the plan giving company and principal of the plant e-giving agency, revealed how to write for email fund-raising so that your message gets opened, read and respond to do this week e-giving beyond the czech non-cash e-giving recorded at the national conference on philanthropic planning last week in san antonio, michael king of the national christian foundation shares the process for closing gift of unusual assets like collectibles, real estate and intellectual property. Then i’ll be joined by maria semple are regular prospect research contributor she’s, the prospect finder and she’s going to follow up on her last time on the show last month by going into greater detail on making your small shop prospect research proactive, and that segment is proactive. Prospect research between the segments. Tony’s take two at roughly thirty two minutes after the hour. The national conference on philanthropic planning, where i was in san antonio last week, i’ll say a little about that, and this week’s block post separate the juice from the pits. A juicer at a restaurant got me thinking about fund-raising i’ll talk about that. We’re live tweeting this show as we always do. The hashtag is non-profit radio all one word to join the conversation with us on twitter. Right now, we take a break, and when we return, it’ll be e-giving beyond the czech non-cash e-giving stay with me. You’re listening to the talking alternative network. Dahna are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. 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 pompel welcome back, it’s, time now for my pre recorded interview with michael king, taken from the national conference on philanthropic planning, where i was just last week, talking about giving beyond the czech non-cash e-giving and here’s. That interview. Welcome to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio, texas, were on the river walk in san antonio. And my guest right now is michael king, with the national christian foundation in alphabet of georgia. His seminar topic is giving beyond the check launching generosity with non-cash e-giving michael. Welcome to the show. Thank you, tony. Good to be here. A pleasure to have you. You you point out something interesting in your seminar description that most gif ts are cash but that’s not most of the assets that people hold. Why don’t you describe those numbers? Stores? Yeah. It’s. Very interesting. If you look at all of the charitable giving that is done in our country each year about three hundred billion over eighty percent of that giving is simply done in the form of cash. And of the remaining twenty percent. A lot of that is given in the form of maybe marketable securities war, household goods that are dropped off at the salvation army, your goodwill. And yet if you look at the composition of wealth in the nation, cash represents less than ten percent of what people own go. And so there’s this small pond that everyone is kind of fishing out of when there’s this ocean of additional opportunity that oftentimes just doesn’t come on to the radar screen of most charity he’s or donors or advisors. Now can non-cash gif ts be appropriate for small and midsize charities? It can be absolute, even in some of the, you know, the smallest charities that exist in local communities. It’s not unusual for them, tow have at least some, you know, wealthy, influential folks that might serve on their board or support their organization. A lot of ah gifting in this area that is that that could be a great opportunity is closely held business interests. And so even for some organizations that hold annual events, you know, oftentimes they’ll have businesses that will sponsor those events. And so right, there is a source of potential opportunity or folks that maybe interested for receptive e-giving interest in their business and probably have never even contemplated. And what about those again for the small midsize shop, the complexity? How would we’ll deal with some of the exact, you know, different types of assets, but sure, just generally these do require some expertise. How it’s too small a midsize shop to do about that? Yeah, that’s a good point, and i would even say there’s, no question there’s significant complexity to gifts of these these assets there can be no technical complexities, rial challenges in terms of liability that an organization might be subject to, so not only with small and midsize organizations, but even a lot of large organizations simply lack the manpower, expertise, knowledge to really facilitate these gifts in a meaningful way from my experience, there’s really only a handful of organizations that have a deep expertise in this realm, but a number of them are organized in such a way, often times they use a donor advised funds platform because some of the greatest benefits are able to be secured by that type of a structure. And so they do a lot of work with small, medium sized large organizations basically serving as a middleman so that those organizations don’t have to secure the full breath of that knowledge and expertise. Ok, but if they see opportunities, they can partner with some of these other organisations that will do much of that work while still directing those ultimate proceeds to that particular charity, how does the donor advised funds? Work? Well, the donor advised fundez in the context of charitable entities generally is probably the newest concept. Even though it’s been around since the nineteen twenties, it really wasn’t until the nineties, when the donor advised fund really kind of took off. People became very familiar with it. Much of that was facilitated by fidelity mutual fund company and so as more and more people have experienced this it’s really become one on opportunity for individuals with more modest means tohave, a charitable entity somewhat similar, very similar to a private foundation, without all the headaches and and hassles of dealing with a lot of the rules that apply there. But then, even for wealthy families, we have more and more families that are using the donor advised funds has an enhanced alternatives to a private foundation, michael white. Why is the donor advised funds more suitable for these types of non-cash gifts that we’re talking about yet, particularly when we’re dealing with non-cash assets? The nature of the charitable entity is of critical importance, and the reason for that is the deduction limitations that apply to a private foundation versus a public charity status like a donor advised funds sponsor. And so if you were to give appreciated assets other than marketable securities to a private foundation, the givers deduction would be limited to the lesser of the fair market value or basis. And so, therefore, if you have a business interest or a realist, a piece of real estate that was highly appreciated or depreciated for time. Jack purposes, you would only get a deduction for whatever basis you had on that basis is generally the caught your tax cost. It could be different if you earned it. If you got the asset through. Ah, requesting a will, but it’s, generally your tax cost in the in the asset, right, that’s correct. So you could end up. Your point is you can end up with a deduction that would be much lower then the fair market value. I mean, you’re much, much lower. Exactly. So take the take the situation, tony of a privately owned business. No, probably the common scenario is if a business is successful, it probably started in somebody’s garage or with moderate means and has little to no basis at all. So in those context, a private foundation is wholly ineffective in making gifts of that nature. But a donor advised funds or other public charity status entity will receive a full, fair market value deduction. And i think this distinction between this these these two entities is why so many opportunities in this realm are missed is because typically when somebody’s working charity or in advisors working with a wealthy family on they have a generous heart almost by default. We all think, oh, they need a private foundation. And if we’re working in the context of a private foundation, generally, these types of assets just aren’t appropriate. They won’t really leverage the tax benefits that they can if we’re using a donor advised funds or another five public charity status organization. So then a savvy gift planner at at a charity would recommend the donor advised funds over the private foundation for the reasons you describe it e-giving ending, ending the ending, the ending, you’re listening to the talking, alternate network, things getting thinking. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. I’m christine cronin, president of n y charities. Dahna you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Durney are there other vehicles methods of of giving that are not directly to the charity that are that are more suitable for these types of assets? I would say. Generally, the structure of the donor advised funds provides the greatest flexibility. But even in the context of business interest in real estate, they can certainly be combined with split interest arrangements like charitable remainder trust, charitable gift annuities, charitable lead trusts, the complexity in that context mounts. But there could be some real advantages to incorporating those split interest arrangements in conjunction with non-cash assets as well. Okay, is a is a small or mid size shop likely tto find maybe expertise that could help with this on their board? Oh, and or let me put it differently, cause that’s obviously gonna vary by board aboard that’s, not that’s. Not well put what types of expertise might be required if if that that the charity would need if if the donor wasn’t interested in a donor, advised funds or for whatever reason, it wasn’t going to pursue that route. What types of expertise are needed? Yeah, the, you know, certainly a competent charitable in a state planning attorney and a very competent now. Is that for the representing the charity or you mean represented donor or one on each side? Yeah, i mean, theoretically, you could have one on each side, but to have somebody with just that the general knowledge to teo be ableto lay out a road map of hay here, the different issues we need to think through here the different structure and planning opportunities. It’s generally going tto be helpful toe have somebody with some fairly deep knowledge. From a technical standpoint, you did mention the board, and certainly the board can be ineffective. Resource, probably more so from the standpoint of identifying opportunities. Ok, ok, other expertise besides the person well steeped in the internal revenue code, who understands the implications of charitable giving? Yeah, not really. I mean on, especially if you if if you’re partnering with one of these organizations that does work in this area donorsearch vise fun platter, they typically have a pretty pretty significant breath of expertise. They’ll have accountants. Attorneys, though, of course, have the administrative folks that manage and maintain the donor advised funds platform. Yeah, i was thinking more of the charity that has a donor that doesn’t want to go, the donor advised funds away can’t go because you can’t afford or is not just doesn’t want to do the private foundation. What sort of what infrastructure does the charity need to have in place in terms of expertise before they can start talking to donors about these non-cash gift? Well, yeah, that’s a good question. Yeah, they certainly would benefit from having on the charity side on attorney your accountant well versed in these issues because the reality is those organizations, if they’re a standard five oh one c three public charity can take these assets in his well, so they don’t have the negative tax implications that the private foundation does, so they could certainly take these assets in themselves. They have the benefits that they be ableto provide to the families that they work with, and then it really would just be a matter of them being educated enough to be able to articulate the opportunities to the families that they’re working with. And then clearly those families are going to need to be represented also correct, these are very complex a cz you’ve mentioned transactions that khun involve the internal revenue code. Very d deeply, the person’s a state plan, et cetera. All right, yeah. So particularly in these in this type of planning, we always highly, highly encourage families to really involve their advisor team because of the complexity of those issues. And, you know, even if you have, ah charity that knows the family very well because of the technical issues that arise here, you know, there may be aspects of their business minute details that you know, they’re just not going to know that their attorney accountant might know, but it could be very important to the overall planning. What’s your advice about bringing in family members, let’s assume it’s, a husband and wife couple, they’re in their seventies. What about bringing in the children in that example, but could be other family members in a different example? Yeah, i think. It’s it’s, it’s i think it’s always great to involve children, grandchildren in charitable planning and endeavours to the greatest extent possible now, interestingly, when particularly when we’re dealing with family owned businesses. There’s a lot of planning that takes place in this charitable context that also involves succession planning within the family, so we will create structures. Where somebody might give interest in their business. Oh, and then ultimately, at some point, those interests are purchased from the children or a trust for their benefit and really serve as a mechanism or a component of the families ofthe overall succession plan, and by doing that, we can leverage not only family wealth transfer but charitable benefits as well. Aren’t we also minimizing the likelihood of any kind of a challenge to the gift if we if we inform and bring in other family members, so this is not a surprise to them, it can be depending on, you know, the the owner’s involved with a particular asset or business, even if they’re not family members. You know, if a charity all of a sudden becomes a shareholder in a business that can have impact and and raise issues for other shareholders, typically they’re not significant issues. I mean, generally speaking, the charity just simply becomes an additional shareholder to the organization. A lot of times, the family business is that we’re working with maybe owned holy in the family, just mom or dad or maybe some of the kids, but particularly when you get outside of that. And you might have nonreligious shareholders. They need to be aware of those implications and don’t always have the same objectives. So sometimes planning that might work well in a family contacts might not be applicable for somebody that has a business and they own it with non family. Were non related members let’s shift focus a little bit to the my voice is cracked sixteen years old to the er with a lot of gray hair to the different types of assets. What? Aside from cash and then appreciated securities or stock? What? What do we see as the the next or the most popular type of gift outside those arenas? Yeah, well, i think if you look at the three largest asset types in terms of the wealth composition in our country, they would be marketable securities, privately owned businesses in real estate, so that’s going to comprise the vast majority of wealth in the country. But there’s also lots of other types of assets. Intellectual property, collectibles, life insurance, oil and gas interests. Individual retirement accounts, there’s a lot of different assets that can provide leverage tax benefits as opposed to giving simply in the form of cash. In fact, a lot of times tony will say that there’s a lot of families that if they give chaired, give charitably in their generous, we suggest to them that it’s possible they should never make another cash gift in their life because these other asset type gifts non-cash asset yes, generally provide leverage, benefits. And so, as opposed to just simply capturing a charitable deduction, we might be able to get not only a charitable deduction, but we might be able to avoid capital gains tax. We might be able to secure income from that asset that will be exempt from tax so there’s typically kind of double or even triple benefits that can be captured with these other non-cash assets. So the families have a lot of those assets we say hey, yousa donor advised funds and use that as a storehouse so that you’re able to use these other assets when they’re converted to cash. Then give the cash out of the donor advised funds because you’re always able to leverage typically the tax benefits in that context. Let’s, look at the intellectual property gift. What are what are concerns there, let’s? Just say hypothetically, a donor comes in. She has authored some textbooks. Let’s say she has some physical books. Maybe she has let’s say a thousand books. She wants to give the books about that. Make it a school. So there’s some use for that and then. But then also she wants to give the intellectual property rights or copyright and whatever flows from that. What? What? What? What is the charity? Start asking? Where does it begin with that? To get that conversation started? Yeah, it’s. Interesting. Because there are numerous types of intellectual property patents, copyrights, trademarks, even things that we might not typically think of as an asset, like a process or a nohow that would fall into this category. So you specifically mentioned copyrights? Copyrights are kind of an interesting thing because there’s a unique rule that says, if you actually created the copyright, you are the author. You’re not going to be able to secure a charitable deduction for that just part of the rules. Now, if i had a copyright that i purchased from somebody else and all of a sudden it’s worth a lot of money, i purr argast you know the song writes of the beatles and then it appreciated in value, and i gave that away. I could secure a full, fair market value deduction so typically in a copyright situation, whether with an author or perhaps a musician, the primary objective or benefit there is once that asset is gifted, the royalty income that is produced from that asset escapes taxation with respect to the charity completely. So think about, you know, a major author, somebody that sold a book and is literally made multiple millions of dollars from that book if they’re in a position where they say, gee, i really don’t need all this income, they could give all or a portion of the copyright to that book, and then the royalty income that is then collected would go pro radha to the charity, and all of that income would escape taxation completely. Okay. And there’s still no deduction for the author who is the creator of the work? Correct for the continuing royalties? Yes. That’s correct. There’s there’s. No additional deduction now, let’s, let’s. Shift to a patent situation. Let’s say there’s something that somebody was able to patton the rules that apply there are that upon initial gift of that. Asset, the deduction that the giver will receive will be the lesser of fair market value or basis. Okay, we hear that again said that before you now there’s a special rule, though, that says for the next ten years you may be able to secure additional charitable deductions based on the royalty income that the charity actually receives. Oh, so different fromthe copyright example, we just had exactly. Yeah, and the reason they did this, tony, was they had i guess there were some people that were giving intellectual property rights that at least theoretically had some value, so they were getting a charitable deduction, but they weren’t really generating any income or usable cash that the charity could use. So they changed the rules and said, we’re not going to give you a big deduction up front. But if it is an asset that does, in fact, produce cash and benefits, charity will allow you charitable deductions for future years based on that, that income stream that the charity receives and the structure is kind of a sliding scale. So for the first two years, whatever the royalty income was that was collected, the giver would get one. Hundred percent deduction for that. Okay, and then it go ninety percent nineteen, seventy until it fades away. Okay. Okay. And the charity? Of course, khun still continue to get the royalty income for decades. It’s just that there won’t be a deduction for the donor. Exactly. Exactly. Yeah, and i think in some context, you know, you think about some of the top authors out there. I’m not sure a lot of people completely understand or know how much revenue is generated from some of these books, but like the second best selling book of all time after the bible is rick warren’s a purpose driven life or the purpose driven life that book generated over fifty million dollars in royalty income and, you know, some of the political books barack obama, sarah palin oftentimes those books generated as much as ten million dollars or more in revenue, so you could see that if somebody has somebody someone that says g i don’t i don’t need all of that. I don’t need all that tend this kind of a windfall. I never dreamed that i’d write a book in it have this windfall there’s some phenomenal opportunities to really benefit charitable organizations in an incredible way. I think you said earlier that donor could give a portion of the royalties. Correct. Is that right? Okay. Yeah. There’s an issue there that you have to be very careful about. Because there’s a roller concept referred to as the partial interest rules, which basically says, if you give just a part of an asset that you own, you’re not going to get a charitable deduction, you have to give the entire interest and that can come into play here if somebody were to say, hey, i have this patent i want to retain the patent, but i want to give to charity a royalty stream. You can’t do that and secure charitable deduction. You would have to give a portion of both the patent itself, along with the royalty income that attach is to that. But even that portion is sufficient. Yes. Yeah. Sounds to me like the portion would be partial. Yeah. It’s, it’s, it’s. A bit confusing. Really? Get into some technicalities here, but you’re able to give an undivided interest of the hole. So if you give a twenty percent interest in both the patent and the associate id royalty string that doesn’t run afoul of these partial interest rules, although typically we would think justin regular definitions that, well, that’s a partial interests. But for purposes of the tax code, partial interest is not defined in a way that would include that type of construction. We’re seeing a very good example of what we talked about earlier in terms of the charity being properly advised with someone who has this knowledge and expertise because to the layperson, twenty percent is partial, right? It’s. Exactly. Right. Okay, but it’s not in the internal revenue code. And so when you have that need for expertise, we have just about a minute left. Or so we got into a lot of detail about intellectual property. Uh, if someone is approached about closely held business interest, really, as i said, just about a minute. What? What do they need to do? Tow? Just continue that conversation. What are they thinking about? The threshold? Yeah. There’s. Really? Two context. Big picture context. Where opportunities air created with a closely held business interest one is, if they’re expecting a sail on the near term horizon, they would simply give a portion of that. Business before the sale occurs, and therefore, in addition to getting the charitable deduction, they would also be able to avoid or at least reduced dramatically, the capital gains tax that would otherwise apply upon sale. So that’s one context the other contacts is when there isn’t a sail on the horizon, they want to give a business interest, and it may be held for years. There are opportunities there to give relatively small interests in the business on an annual basis to maximize the annual charitable deductions. So in other words, they capture significant tax benefits but are only e-giving small interest in their business. A lot of families will do this every year. The deduction thresholds under our tax code, our extraordinarily generous all of us could give up the fifty percent of our income in the form of cash and get a deduction. And if we’re dealing with a non-cash asset, we could deduct up to thirty percent of our income, but most people come not even close to capturing those full benefits, so lots of opportunities in that context, we have to leave it there. Michael king is with the national christian foundation in alphabet a georgia michael’s. A pleasure having you as a guest. Thanks, tony. Good to be here, my privilege. We’ve been talking about giving beyond the czech launching generosity with non-cash e-giving, and you’re listening to tony martignetti non-profit radio coverage of the national conference on philanthropic planning in san antonio two thousand eleven. That was my pre recorded interview with michael king, my thanks to him and the folks at the national conference on philanthropic planning. Right now, we’re going to take a break, then tony’s, take two and after that proactive prospect research with maria simple, so stay with us. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. Website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications, that’s the answer. 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 oh! Dahna hi there. Welcome back. Time for tony’s. Take two. Always at roughly thirty two minutes after the hour. So, as you heard in the first segment, i was in san antonio last week for the national conference on philanthropic planning. Recorded eighteen interviews in the two days that we were on the exhibit hall floor. There was a lot of buzz got a lot of buzz around the show and people would stop and watch the interviews. I was doing them, but i got a lot of great content for the show, and i’ll be playing those over the next coming months. Those eighteen interviews. My thanks to the conference organizers that worked out very well for for us and for the show. I think for them, i mean, and for the show and my block post this week is separate the juice from the pits. I was looking at a juicer in a restaurant here in the city a while ago, and it just got me thinking about, um, separating valuable work and necessary things that we have to do from the distractions that we can either take on ourselves or have foisted on us. And it got me. Thinking about fundraisers doing that so fundraisers, if you are engaged in things that you think are a distraction from your principal job and the things you hopefully enjoyed doing the most, which is meeting people, then take a look at those things that distracting you critically and try to get out from underneath a mme i’m thinking it might be administrative responsibilities that a boy a boss gives you that aren’t directly related to fund-raising could also be professional association, that committee work that you take on. Um, look at these things critically and see if there really supporting you in your primary job and if they’re not. If you feel like they’re keeping you away from that or distraction, try teo extricate yourself from them so that you can spend more time doing the things that you really love and that are your primary responsibility. And that is my block post this week again, the post is separate the juice from the pits, my blog’s that m p g a d v dot com and that is tony’s take two for friday, october fourteenth. Very pleased now tohave back-up maria semple maria is the prospect finder you’ll find her at the prospect finder dot com and she’s, the author of panning for gold hae networth prospects. Now, maria, welcome. Good to have you back. Thanks, county. Thanks for having me, it’s. A pleasure as always. S so we’re talking about proactive prospect research following up on what we talked about last month for small shops. Why is it just remind people why is it better to be proactive than just reactive? Well, if you could set aside some time in your development cycle, maybe some laws or even if you could get a disciplined is putting some time on the calendar at least once a month to do some proactive prospecting. It will continually generate a new pool of people. I guess in a sales world they would call it, you know, filling your funnel with prospects. And so if you could kind of have that mindset is always being in a mode of trying to connect with new people. It was going to help your your non-profit organization tremendously. As with any initiative, that’s knew we look to the board initial t get started. Is that right? I think that would be a good idea if you can harness your boardmember to bring to the table perhaps three new names to start on. We’re talking about people who could be potentially major gift prospects for the organisation, right and that’s, however, they define major e-giving right, exactly, and that does very greatly non-profits provoc some places that maybe a thousand dollars in other places that maybe twenty five thousand, right, exactly. Okay, so we’re asking each boardmember for two to three people is that if they can bring those names to the table and then you can research them a little bit further and then devised some sort of perhaps the cultivation event to start engaging some of these additional people for your non-profit so this is a way to involve board members in the development cycle, even if they’re not directly involved in the ask if they can at least get involved in the identification phase of the development cycle, that would be really helpful for you. Okay, wait delegating this to a specific committee on the board, or we’re asking the board at large well, again here, it depends on the size of the non-profit if you have a separate development committee, that would be great to delegate that taft to them, but if you don’t have the committee, i would involve the entire board having them understand that. You know, the goal here is to increase the major gift pool of prospect, okay? And you suggested that then there then be some kind of a follow-up event to invite new people, i presume we could ask a boardmember tau host that event or we could do something different? Yes, you could definitely have it at a boardmember home, or you could have it at your non-profit organization again here, depending on the type of non-profit you have, if you have something going on at your organization that you really want to showcase, maybe you have a stellar charter school or daycare center, so we might make sense to have more of a breakfast type event prior to the opening of the location. And then once the location is spilling over into the time slot, perhaps when the location is open so that you can then give people some guided tours through the facility and they can get a real sense of what this places like when it’s buzzing with kids, you know, so it really depends on the non-profit but it works really well to have a small, intimate gathering in a boardmember homos well and remember it’s a cultivation event, it’s not an ask event. So the ask does not happen at the event you’re there to inform latto really, you know, come across with the passion for the organization on keep it to the time slot that you have indicated to people that the event will take place when you talk to boards about this, what do you asking them to look for him? And i understand it’s ah, major give prospect. But how did they how did the board members individually try toe identify the right people. Teo, get there there two or three each? Okay, well, if they don’t personally know some people who fall into that category, they maybe only several degrees separated away from some of those people. One way would be for them to kind of be your ambassadors in helping you to continually can the newspapers, for example, of the who’s who in your community who’s getting involved in other large non-profits who is committed to perhaps some similar types of non-profits and whether they’re subscribing to the hard copy of the newspapers, or they’re assisting you by doing some targeted searches, your local libraries will have access to your local papers and a search functionality of art to search the archives and and toe look at daily copies of the newspapers online, so if they’re willing to at least get involved in that, or perhaps be willing to help you by setting up some google alert regarding where your community might be coming up named on specific pages of google websites and so forth, that might be really helpful to you in terms of trying to bring new names a light yes, so you can delegate some of what you might think you have to do you as the executive director or the development director might feel that you have to take on some of this could be delegated teo to some board members? Absolutely, especially if you have a boardmember who is really internet savvy? This would be a great task to delegate to them. This is going to be something that they’re going to be seeing feeling very comfortable about doing it’s going to be something very simple, they’ll understand what it is. You’re looking for and they will, people altum just really simply set up these types of searches for themselves and it’s going to help you in killing your prospect pipeline let’s talk a little about actually approaching the people, so now let’s, take a step back, let’s go to the board members, the people that they know personally, so not yet looking at newspapers or other publications, but the people they know personally, what do you train board members to say to the people that they want to invite to the types of events for talking about? First of all, i think that the passion and commitment for their organization must really come through, so they are ambassadors for the non-profit so their enthusiasm, their reasons for joining your organization and being committed to it and hopefully by the way committed is not only in time that money as well, so they shouldn’t be asking somebody to come to the table and learn more about the organization if they haven’t financially commited at whatever level they’re able to do for that organization so they may approach them by saying, you know what? I have this organization i’m involved with you. May have heard me talk about it. X, y. Z non-profit i’m really committed to this organization. You and i have talked in the past about how important it is to solve this specific problem in our communities. I’d love for you to come out and learn a little bit more about what we’re doing to solve this problem and see if it resonates with you, there won’t be an ass. We will not ask you for money that evening, but we’d like for you to just take some time out of your scheduled to come out and learn more, and you have to recognize to that this is often an exchange, some people we’ll invite their friends to the organizations that there supporting and then the expectation is that those friends air probably going to do the same. So as an executive director of darryl development director, you understand, understand that you’re not asking somebody to do something that isn’t that isn’t all that common, right? It’s probably already being asked of the boardmember, you know, on the other side as you just presented, so yeah, absolutely there these people are probably very accustomed to attending events that their friends have invited them to, um what about so now? Going beyond what you were starting refer to local newspapers, you might look at who other charities are cultivating and working with in those in those newspapers. Yeah, so you might if you are a a local organization. Let’s say, your your mission is health care related, but you see, or perhaps a small local community health center, it might be interesting to take a look at who some of the major donors are supporting the larger regional hospitals in the area and other health, larger health initiatives. If you have any major presence of cancer societies or association heart association, american heart association, so something like that might be useful for you as well. You can do that by prospecting the websites of those organizations or calling them for their annual report. Um, there are some sea bass resource is that do compile thiss type of information. All name two of them off the top of my head nose and see a we’ve talked about that one before knows, and then also i wave dot com has a list of donors that air captain. All this information, though, is really pulled from annual report, so if you are very localized in your mission and your geographic scope, that might be overkill, but if you’re you know, you could just contact the local non-profits directly to try and compiled some of those nameless and in just a minute or so that we have left before a break, how would the organization contact these types of people who we don’t have a relationship with what we found the ways you’re describing, best thing would be to bring those names to the light of the board members again here the ambassador is your organization. So before any direct outreach is made, see if there’s any way to get a warm introduction to any of these individuals, um and lengthen might even be a tool to help you in that regard. To find out how many degrees you may be separated from someone or see, the board is willing to run some of these names through their own lincoln accounts to see how many degrees they may be separated. So that’s a terrific tool for you to use and it’s a free tool. Your suggestion about asking boardmember xyz that’s sounds like literally you give them a list of names of potential prospects that that the organization has found and asking, what do you know them? Do you know anybody who knows them, that kind of thing, right? You’re proactively bringing names to the table that they should be littering as away. You know, how can we gain entree to these individuals? These are people who care about this particular cause in our community. Is there any way we can? What is the path to this individual? Is there any way you can help lead us there? We have to take a break. I’m talking to maria simple, the prospect finder, and after this break, we’ll continue. So stay with us. Talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. This is tony martignetti aptly named host of tony martignetti non-profit radio. They get non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile market. Their motto is we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr robert panna, author of the non-profit outcomes toolbox. Welcome back and we’re talking to the prospect finder maria simple, our regular prospect research contributor samaria we’ve identified these people what’s the what’s the best way to start tio reach out to them should it be the people who we don’t have close relationships with by letter or by phone call or yeah, you might want to make sure that you at least add them into your database, so they start getting invitations to upcoming events that you might be hosting. Um, if you have, uh, if you have some way reaching out to them individually again here, you know, if you’re short staffed that’s going to be very difficult to be able to do, but at the very minimum, if you can at least get maybe even an intern to help start, get gathering information and even looking up their addresses on something like a four one one dot com or switchboard dot com free directory. Also, there are directories that you can look up information related to property assessments. So of course, there you’ll be able to get the name and address of individuals who live in your specific towns. So there are some free sites to go to to get that information as well. If you’re having trouble getting address, what are what are a couple of those free from one of the areas and this is probably available in most states here in new jersey, where i’m based use website called my central jersey dot com, which is actually a compilation of several newspapers in the state, and they have a link on their website called data universe and within data universities brought together a bunch of different public records. Database is one of them have to do with property records, so that is a really neat way to get into the property. Record databases it’s really easy to search you. You start with the county and then focus it down by town. And then you can either input the name of the street or in put the name of an individual auntie where their addresses in that specific town so that’s a free resource for you to be able to use it sounds like this prospect review work is something that’s ongoing. We don’t just do it once a year or something, right? I would recommend that they that they do it on going. As well on dh, you know, want one area that i did want to focus on today as well. Tony is not to overlook the successful business owners in the community, and here there are some very easy ways to be able to track what’s going on with successful businesses. And unfortunately, the press these days seems to really focus so much on the negative. How much is not going well in in thie economy to business markets, etcetera. But there are some companies that are doing okay, so if you are able to track and get subscriptions to or at least access daily online, the business publication that covers your state here in new jersey, it’s uh, nj biz new york city has crane’s new york. So whatever that business publication is that covers your state subscribed to it, and i even get daily alert from nj dot com that pushes information out to me on a daily basis of what’s going on. You need to get into a mindset of keeping up with what’s going on in the community. I don’t know how many of your listeners have read the millionaire next store, but a lot of the people that are profiled in that book are successful, self made business owners. So for those of you who have non-profit boards that really want to focus on let’s, just reach out to the big local corporations in the area. I’m not saying don’t do that, but it might be just as easy or easier to focus on where are the overlooked, successful business owners that are in businesses that are not getting a lot of press but yet are very successful. So the millionaire next store is really great for helping you identify what some of those businesses might look like. Um, also, publications such as nj biz will compile annually what they call their book of list and again all the business major business publications do this. This book of lists will profile for you, say, the top fifty accounting firms engineering firms. You know all these different sectors and gives you contact information. Full contact info who’s. Running the company, etcetera. There is very little distinction between who’s running the company. You know, the business owner on these private businesses and the business themselves. So your approach might either be to the business or to the individual. But either way, you’re really getting to the same person you mentioned the alerts that nj biz offers and you’ve mentioned earlier today and another times to the google alerts. I mean, these are all great free resource is that used to be what we would call clipping services, right? Absolutely, absolutely, i have free alert set up through google, so that information is pushed to me on a daily basis. So for example, i’m really interested in keeping up with what is going on in the prospect, a research arena. I’m also very interested in knowing what’s going on in the high network arena, so i actually have google alerts set up on the phrase prospect research on the phrase hi network, google goes out daily minds the internet for where those phrases are mentioned on websites or blog’s or news articles, etcetera magazines pushes the links to me, and then i can peruse them very quickly and determine which ones of those are very interesting for me to take a look at more and more in depth, so again, it it enables you to put something on autopilot whenever you have that chance to do that, please do. It just in the minute or so that we have left before we have to wrap up. There are ways of looking for family foundations that may be local to the community also, right? Right? Absolutely. So there are free resources and fi based resources to be able to do this. You can do it through your local foundation center. Cooperating collection. You’ll have the database available there. Ah, foundation search dot com is a sea bass to resource for you to be able to do this as well. And guide star guidestar dot org’s. So if you have your own non-profit listed with guide star, you could have access to their premium level of searching for free. Actually, if you help to maintain your own non-profits dahna status and presence on guide star so it has a double benefit there. So there are definitely some ways for you to start prospecting for family foundations, the’s air people taking philanthropy to another level on i highly recommend that you consider looking at this pool of individuals. Well, maria semple is our regular prospect research contributor. You will find her at the prospect finder dot com she’s also the author of panning for gold find high net worth prospects now she’ll be with us again next month. Maria, thank you very much. Thank you again for having me, tony. Always upleaf. Thank you. You always a pleasure. Bye. Now. I want to thank maria semple. And also thank michael king and the folks at national conference on philanthropic planning for all their accommodations when we were on the exhibit floor at their conference in san antonio last week. Next week. So you want to be a consultant guest, hank goldstein and i talked about the ins and outs the ups and downs of making a career move to non-profit consultant. And we’ll have jonah helper and ari team in in the studio with me to talk about next year’s or this year’s. Sorry. This year’s next-gen charity conference it’s next month in november. There the conference co founders and this show is a media sponsor for the conference. Keep up with what’s coming up for pete’s sake. Please sign a province. Cider email alerts go to the facebook page. You know where to find facebook, then just searched the name of this show. Sign up for those if you like the show, please click the like button you can listen live or archive, you’ve been listening live, so listen, archive goto, itunes, you’ll find us at non-profit radio dot net that is our itunes paige. You can listen to all the shows archived on your computer, your smartphone or tablet, the device of your choice. I’m on twitter. You can follow me. You could follow the show using the hashtag non-profit radio used that often use it aggressively. Our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz. Our social media is done expertly by regina walton of organic social media. I hope you’ll be with me next friday, one to two p, m eastern at talking alternative broadcasting, always found at talking alternative dot com. I didn’t think getting thinking. You’re listening to the talking alternate network. Duitz get in. Yeah. Nothing. Good. 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