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Nonprofit Radio for January 17, 2014: Female Financial Literacy & What’s Public On Private Companies

Big Nonprofit Ideas for the Other 95%

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My Guests:

Alice March & Sheila Walker Hartwell: Female Financial Literacy

Alice March
Alice March
Sheila Walker Hartwell
Sheila Walker Hartwell

Alice March, founder of The Attention Factor, and Sheila Walker Hartwell, a personal financial planner and principal of Hartwell Planning, are concerned that women don’t know enough about money—their nonprofit’s and their own. The implications are professional and personal.

 

 

 

Maria Semple: Find Out What’s Public On Private Companies

Maria 057 Low Res Color_crMaria Semple, The Prospect Finder and our doyenne of dirt cheap and free, has resources aplenty for doing your research on privately held companies.

 

 

 

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host. Oh, i do hope that you were with me last week matter-ness with alison, fine, people matter. Allison and i talked about how non-profits don’t show the love and what to do about it, and jean takagi are legal contributor reminded us of the important role you’re bored plays in overseeing programs this week. Female financial literacy alice march principle of the attention factor and sheila walker hartwell, a personal financial planner, are concerned that women don’t know enough about money they’re non-profits and their own. The implications are professional and personal and find what’s public on private corpse maria simple, the prospect finder and are doi n of dirt cheap and free has resource is aplenty for doing your research on privately held companies between the guests on tony’s take two i have a pretty big deal to announce i’m co hosting the release of twenty thirteen fund-raising results and the forecast for twenty fourteen it’s going to be livestreamed so you can join us, i’ll talk about that were brought to you by rally bound peer-to-peer fund-raising and telephone bill reduction consulting getting you money back from phone bill errors and omissions. I’m very pleased to welcome alice march and sheila walker hartwell alice is founder of the attention factor. For ten years, she has been creating a body of work around the links between our physical, emotional, mental, spiritual and financial selves. Her sight is the attention factor dot com and on twitter, you’ll find her at attention factor. Sheila walker hartwell is a personal financial planner who doesn’t take money under management. That means she works for you, not for your money. She started her practice in nineteen ninety six for divorced and widowed women and has since expanded beyond that. Her sight is hartwell planning dot com alice march. She will work hard. Well, welcome to the show. Thank you. Thank you. Pleasure to have both of you ladies. Alice let’s, start with you. Why do we need whether male or female? Why do we need to be financially savvy? Good question, tony, because money is all around us from the time we’re born until the time we aren’t here anymore. And if we don’t know what we i need to know about. Money and how to use it and what it means in our lifetime were at a distinct disadvantage, and i’ve heard so many horrific stories lately about women who have even got who’s who have either gotten divorced, are remarried, or i thought their parents were wealthy, and so they lived wealthy lives, and then when their parents died, they discovered that their parents were living far beyond their means, and we’re in great debt. This is this is a tragedy that is waiting to happen with i fear too many other people, and i i could really talk about this from a personal standpoint, because as an on lee child from detroit, michigan, i never was taught anything about money, and it has not been a happy stance in my life. Sheila, why is this ah particular point, and particularly a troubling problem for women? Very much so i’m i’m impressed with what alice just said and highly endorse it. We see hatter with our clients where women have been trained or taught at home, not to discuss money, um, and therefore are, uh, barely literate, and the decisions they make is a result are much are inferior or certainly much less than they could it’s very important today for all of us women, and to become financial literate to make wiser decisions in every aspect of our life. Is this sort of depression era thinking that that’s lingering sheila, that that’s a very touching comment. There are differences in money, attitudes about money, the depression era thinking as you should never spend your principal and lived very modestly. But at the next generations have thought differently, and his alice outlined many generations. They’re making false assumptions about their parents or their right. And just because someone next door looks like they have three fancy cars in a huge house doesn’t mean that they have the ability to sustain that and through financial literacy, we make decisions that are appropriate and wife for a personal lives, but that flows over to our professional lives and the decisions we make in our well, we’re gonna have time to talk about that. And you, as a personal financial planner, especially have advice on what individual women khun do but it’s very important the point you make. I think that our own personal financial literacy about our own personal situation has implications. For what we expect professionally around money and and in terms of our our our career, alice, what you see around this again, this fear of talking about money? Well, it was a culture it’s minute cultural thing, actually, in polite conversation, you didn’t talk about sex money in politics or maybe religion, and so so there was no discussion about money in families, and then that that went out into you didn’t talk about your house. She didn’t talk about your salaries you didn’t talk about even the alone says you were giving to there to your kids, there was no conversation, and when you went into the workplace, you didn’t go in with any any effective or experience of discussing money. So as women, i went into the workplace and were given a salary, we will pay you this, we said, ok, but men didn’t say that, for instance, men said, well, i want to negotiate that or i want something out of the principal. I want some stock or something. So we’ve been behind the men forever. But what? What you learn in childhood about anything you take right into the workplace and money is such a huge issue with all of us, ed and i don’t know how you can be an effective boardmember or ineffective executive director if you don’t know how to negotiate money and speak about it in an objective turns like men do for for people who aren’t now boardmember zor executive directors or in leadership positions, they may very well be aspiring to those positions in their career. So this is not only for people who are senior but people who are junior and aspire to be senior. Absolutely. I think that money needs to be taught as a child. I mean, even before you go to school in elementary school, in middle school, in high school. It’s beginning. But it really starts in the family. Is the family comfortable about talking about money? I mean, your kids do kids get allowances? Do they know what to do about money? Do it. Just a tab. It’s been so taboo? Yeah, sheila, look. May well give alice a chance to get a drink of water right over there at the machine. Should take their headsets off before you walk over the water cooler on dh you khun lower her michael what’s happening? On dh sheila, you talk to people all the time about money, that’s how you make your living, how do you overcome this? This reticence? And we’re gonna have a lot more time to talk about the details of what we can do. But how do you start to overcome this reticence? Talking about money? Well, i think i i think we are. I think we’re behind the eight ball, but we are catching up. I remember many years ago as a single mother, and they’re for head of household in every way, including financial ah woman back then earn sixty seven percent of the man’s dollar, and i remember trying to negotiate for a during a new job, and i shot up early on. We need to, as sandberg says in the book, we need to lean in and no when and how to come, what book is that you’re courting from? Pardon me, what book is that you’re courting from? Yes? Oh, i’m cleaning in leaning in, okay, bamberg, brooke leaning in and it it it it helps women see that we certainly have equal rights, but your comment about it extending beyond the personal into professional is very important, if we have aspirations to grow into a ceo or see a position at a non-profit we need to first be financially savvy and ready to take control of our personal finances and manage them and then bonem that experience will expand into every aspect of a professional life train and teach all our clients to assume responsibility for their personal finances. Many of our clients also are small business owners and their it’s just an expansion of being savvy, one of the questions that comes up frequently as well. How do i get there? And i am talking about it is one thing, but we need to take action steps to become financially savvy and comfortable in that rule. Okay, we’re going to take a break right now, and when we come back from the break, you and alice and i will talk about steps that we can take individually and professionally to individually meeting of her own personal finances and professionally, especially for women. This is female financial literacy, so we’ll get to those steps, stay with us. I didn’t think that shooting getting dink, dink dink, you’re listening to the talking alternative network waiting to get a drink. Cubine do you need a business plan that can guide your company’s growth seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services a guaranteed to lead toe, right groat for your business, call us at nine one seven eight three three four eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven dot com oppcoll 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. Dahna you’re listening to the talking alternative network. Schnoll welcome back to big non-profit ideas for the other ninety five percent. I wish i could send live listener love today, but i can’t wear pre recording ah, good ten days or so before the show, but the live listeners you know where you are, you know who you are, glad you’re with us. And of course, podcast pleasantries. Never forget the podcast listeners that’s where most people listen pleasantries out to those of you listening in the time shifted world. She’ll let’s stay with you. I’m going to ask again a little because you deal with people. You. This is how you make your living is talking to people about their money. How do we start? How do you start to overcome the reticence? Talking about money? That’s. An excellent question this morning is they need thio assume responsibility for their own personal financial life. And we set up. We helped them set up a comprehensive financial plan. And if they’re small business owners, we also set up, uh, compra sense of business plan going forward. But once they take charge of their own, the education and the responsibility slow, overdo everything in their life. They can take that. Into business planning and frequently well educated people and experts in their field are going back to school to get their mba. Um and that gives them the tools to move into those more senior positions for example a c f o r c e o that they might not otherwise feel qualified to do. Okay, um, um, alice taking taking personal responsibility, that’s where star on turning, turning forward another thing that may be helpful is to find a mentor in their firm or their organization on dh have them mentor them as it applies specifically to the organization. Become tuned in to the perhaps loopholes, financial loopholes in the firm. And they could begin making a significant contribution. I’m going turn teo alice. I want to get her her take on this taking, taking personal responsibility for the for our finances. Well, yes, of course we have to. But i think there’s a step before that, tony, we as a culture have to start giving people particularly women permission to take control of their finances and to ask questions and to look for mentors because they have to be prepared when they go into the business world. You can’t you can’t go in without being a financially responsible person from the time you’re hired? What do you mean, give, give, give permission? What? Why do you feel there isn’t permission now? Well, there obviously is not permission for this to be a big issue that has covered and that we grow up with it has to start at home. As i said, i think we have to give permission to parents to know how important and vital it is to teach their kids about financial responsibility, even girls. And when you, when you, when you elucidate this, when you make it clear for parents, they get it looking. I can’t let my children grow up without knowing how much things cost or how much they’re worth or what they should expect on a job for parents. There’s a there’s, a site called world of money dot org’s, which which teaches financial literacy. Teo children who are ages seven to eighteen, wets and that’s, a world of money dot or ge sabrina lamb. She hasn’t been a guest on the show, but i know about her work she’s, the executive director at world of money so as alice is you’re talking about parents. That’s ah, resource for parents. Super terrific. Let’s. See, sheila, you started to talk about mentoring the fact that that imposes responsibility on two groups of people who are experienced seeking out the men tease and people who are junior seeking out mentors. Yes, that’s. Exactly. Right. And as alice was pointing out me, it starts now at the first job in the workplace, both for seeking out mentors and mentors, recognizing talent and taking on mentees. The world is changing. Maybe not fast enough, particularly for women. But it is changing were more. Almost fifty percent of women, as we know, are part of a two income, um, family today. And so their income is significant, and with that comes additional responsibilities to understand the financial running of the household and therefore fighting into into the profession. But mentors are key to change, added itude, so that we can, uh, feel take on the responsibility and make a difference. You had also mentioned sheila graduate degrees that’s a possibility as well. Well, we’re seeing a fair amount of that where people who are really expert in what they do in doing phd, for example and science and research are going back to school to get their mba. We’re seeing managers in, um, finding that they need to be financially savvy andare get adding an mba, doctors are car getting an a nun md and an mba coincident at the same time at major ivy league schools and it’s all going on back to what we were discussing today and that no matter what we do, we need to be financially savvy. Andi. So gradually we’re changing the attitude, if you will, so that people can make financial decisions that are intelligent, alice here’s another another possibility, if not a graduate degree, local court courses community, a community college or any kind of continuing ed courses at a major university as well, and they’re out there, but back to permission. Tony, people aren’t even going to think of going unless there’s a change in the culture that women need to know about money. Well, there certainly are women who are mba is and lauren continued courses i mean, there’s, there’s, there’s that it’s not like women aren’t admitted into programs. You’re right, but for instance, i heard a story about a bride the day after she was married realized that she was bankrupt because she and her fiance had never discussed money. And he was going to declare bankruptcy after they got married, so i guess she could share it with them. Well, this is horrific. I mean, did you hear about my marriage duitz eyes? My wife, i’m talking to you. I can’t believe she revealed that. Very all right. That guy’s. Well, that guy’s a shyster he’s. Ah, he’s off. You know, he’s a fraud. But if they’d ever been discussing money and marriage in their family, maybe she would have sat down with him and said before the wedding day, listen, let’s, talk about let’s talk about money. How much money do we have going into this marriage? How much? What are our expenses? I don’t know any brides. Whoever did that shell, you probably do. You see that, sheila? And when you’re working with couples now, not women alone. Do you see that the women are still unaware? Um, not as much and only enough, i think. But way we’re reaching people. Obviously, that are open minded to doing things together. We see a fair number of engaged in newly married couples. And they are coming too. Set up a plan either prior to marriage you’re immediately after when the child comes along so that they’re they’re wanting to share the financial responsibility. It was only one generation earlier, as alice is pointing out where women were told that, you know, the man writes checks back off and you know it being a literate financially is not an excuse going forward, certainly, but we help a lot of couples set up a financial plan to gather everyone forward. I agree without certainly every couple should know what each other’s financial situation is prior to marrying. I think that’s absolutely essential on dh if there was something like a bankruptcy, i have a feeling that guy has a lot more to hide than just lack of money. Who would want? I think you’re right, you’re not somebody i want to be married to you. I think you’re right. You know, some women whose husbands are ceos and have very prominent positions don’t share information about financial statements, and some of their wives are asked to be on the board of directors, and at that time a financial statement is appropriate, so i think the board of directors executive directors have an obligation when they’re going to interview somebody, particularly a woman, to be on the board, that they discuss finances and what they’re prepared to give. And it’s just it’s just gotta be explored. Yeah, well, certainly their own fund-raising their own fight, their own giving to the organization, but you’re going much beyond that. Ah, basic financial literacy it for for potential board members, andi, i wantto remind everyone that we did have a show about board training, and it was actually called b f d that was my clever little title board financial dilemma. And that was the march second, two thousand twelve show. Andy robinson and his co author kept her first name, but her last name was wasserman. We’re on together and they talked about their book. And so i think another thing that boards could do is provide training themselves in basic alice. I see you shaking your head. Basic literacy. Like reading a balance sheet, reading an income and expenses. Yes. Yes. Well, they could have retreats, and this is one of the agenda items. But, you know, boardmember czar, really? Their primary goal is to raise money for the organization so they’ve got to accept that position in a financially literate position. She’ll i’d liketo spend a couple of minutes don’t go too long now be sure to take breaths in between your major thoughts, but what can? What can women do on a personal financial side? I know this is your practice and we only have a couple of minutes left, so please keep that in mind. But what are some things that women could do on the personal side that’s going to impact them? And they’re they’re savvy on the professional side? Well, anything they do on the professional side that isn’t held financially savvy is going to reflect all aspects of their life, but one of the things that people don’t think about is maximum deferring into there find contribution, plan such a for all three be, or for one k on before they get used to spending the money better to massively differ, and be sure and check that if the organization has a match that at very least, they do the match no matter what and that kind of thinking of the third gratification, if you will, is good for the organization as well. Okay, excellent. Uh, a second thought with the if their income levels permit they’re our incomes. Feelings is to put aside five thousand dollars per year into a roth ira. It grows tax free and they go. And when they take it out, both the growth and principal come out tax free, wonderful tool for young people starting out. But that kind of understanding in any organisation among women is helpful. Okay, excellent. And, sheila, what about just understanding? And this is really subsumed in what you’re saying, but understanding how much is coming in and how much is going out? Um, yes, well, every family should have a balanced budget plan looking at all sources of income, not just the obvious and the tax bite. And then that all, um, expenses balance each year, and that helps people understand what they can and can’t do and helps them make wiser decisions. Can i take that expensive family vacation, etcetera? And this flows forward again into their businesses? Yeah. Alice, right. If we’re starting to take this personal financial responsibility, this is going to have implications in our professional life. This is going to help us open. The conversation be more comfortable around financial topics. That’s that’s what you just said is very important be more comfortable around the discussion of money. This is vital and this does come we’ve got to pay attention to this. This is an issue that has been long simmering underneath, and you’d be amazed at how many women i speak to who finances don’t even enter the conversation. So not only do you have to have a cultural awareness about women’s financial literacy and also some men, some better in the dark too. They just go willy nilly your own. I think this is one of the issues of our time, actually, especially now when we’re in such a flux and we’re changing. So much roles are changing prices, air changing, people’s accumulation of money is changing. I mean, everything is changing. I’m wondering if another way that someone who’s not senior in a non-profit could start to open. The conversation is i’m asking if they can contribute some way to the to the organization’s annual financial and your financial annual financial report. Not that the junior person’s going to be putting the thie the spreadsheet i mean the balance sheet. Into the annual budget, but maybe there’s a portion of the narrative or something she’ll is that you were gonna say something. I was just going to endorse what you were saying and there’s no time like the present to be alert to and asked to participate in meetings that might include, um, annual budget meetings within the organization and bring what you bring your good thinking into it and latto only learn, but be able to protect you. You paid it also wouldn’t do any harm helping you move up the ladder, but they bring some financial learning to the situation a toe workplace, i think it’s a great idea and i weigh just have a minute. I think an executive director knows the background of the people who were on the board and could ask a boardmember look at we need to discuss some financial manners. Would you mentor the rest of the board members and and have it on agenda item all the time? Yeah, i do think that’s key because so that all the board can execute there their basic fiduciary responsibility knowing as i was saying, she’ll what’s coming in what’s coming out. What? You coming expense sheet look like what is a balance sheet look like? What items should i be questioning and what items are you know, ministerial and i shouldn’t be questioning. So so that there’s a basic understanding of finances at each level. We have to. We have to leave it there. I want to thank alice march. Founder principle of the attention factor. You’ll find her at the attention factor. Dot com. And on twitter at attention factor also. Sheila walker hartwell. Personal financial planner. Her sight is hartwell planning dot com. Alice. Sheila. Thank you very much. Hey, welcome, tony. Pleasure. Pleasure. Have both of your very interesting topic. Thank you. We are brought to you by a couple of sponsors that i like to talk about. Rally bound is one of them. They make simple, reliable peer-to-peer fund-raising software. Peer-to-peer means just friends asking friends to give to your cause. You know that as a non-profit radio listener, you can claim a discount that rally bound and people already have. Joe has told me that listeners are calling. I’m glad. I talked to joe yesterday, and he was telling me about a new organization that had a rally. Bound campaign camp. You know, leah and they used rally bound on giving tuesday. And on that day they raised nine thousand dollars, which was one hundred eighty four percent of their goal. And it was the camps, first time using peer-to-peer fund-raising they were fund-raising from alumni of the camp. First time using it. Um, you know, i always talk about rally bound for runs, walks and rides, but it doesn’t have to be event based. It could be any campaign where you want friends tow ask friends to give to your cause dahna caldnear mcgee, he’s going to answer your questions? Help you understand what rally band is about andi, help you set up your campaign. It’s a goodcompany they’re good people and they don’t use pressure, they don’t have to rally bound dot com or triple eight seven six, seven nine o seven six we are also sponsored by t b r c cost recovery telephone bill reduction consulting yourselfer been emits will check out your past phone bills. He’s looking for errors, omissions, services you didn’t ask for and well above market pricing. You’ve heard me say this ninety percent of the time he finds mistakes. Phone companies are notorious for billing errors, and when he finds those mistakes, he deals with the phone company to get you your money back. And you’ve heard me say this if he doesn’t get you any money back, you don’t pay him. I’ve known yourself nearly ten years. I’ve referred him, he also is no pressure. I just don’t do business with high pressure people talk to yussef i suggest he’s at tbe rc dot com or two one, two, six double four, nine triple xero a big announcement i am co hosting with the atlas of giving the announcement of twenty thirteen fund-raising results and the forecast for twenty fourteen by charitable mission e-giving source and st it’s going to be live streamed on tuesday, january twenty first at ten a m eastern. If you’re not able to watch live, the video is going to be immediately available and they’ll be high def video available later on there’s, a short press conference and then i’m hosting a discussion with ken berger, ceo of charity navigator marchenese to panic from new york universities heimans center on philanthropy and rob mitchell, the atlas of giving ceo all three of them. Have been guests on the show there’s more about that event on the twenty first of january on my blogged at tony martignetti dot com and that is tony’s take two for friday seventeenth of january, the third show of the year. Maria simple you know maria simple she’s, the prospect finder, she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com, and her book is panning for gold. Find your best donors she’s our doi end of dirt cheap and free you could follow maria on twitter at maria simple. Hello maria, good morning, how are you? I’m doing great first time we’re talking this year, even those little later in the month, so i’m going to say happy new year happy new year to you as well. Thank you very much, hyre we’re talking about finding what’s public on private corporations. What is right? What is a privately held corporation? Let’s? Make sure we start with that. Okay, so a privately held corporation is a company that has no stock issued out there. They’re not trading on any exchanges and they’re really not required by anybody to report any information they can. Be as private and secretive about their sales number of employees, etcetera, a cz they want to be so sometimes it’s a little trickier to find the information, but there’s some really good resource is out there. They’re very credible. These air, not always small companies either, right refer. For many decades, goldman sachs was privately held that’s, right? The companies can be of any size so it can be from a small solo practice business, right up to a company that can have thousands of employees, right? They just never wanted teo go public to be public. All right, so it’s right? Right. So we’re not just talking about small, small companies. Um, and what can we do with the data that we might find from all the resource is you’re going to share with us? Well, you know, very often, non-profits they’re so focused on reaching out to those just those really large corporations in their communities. And, you know, they forget that there are a lot of private companies right in their own backyards that they could consider cultivating and soliciting as well. And they’re probably getting a lot less solicitations than the big companies that have you know, the corporate giving programs and the company foundation programs online, so just digging up a little bit of information on them and trying to figure out you know who to talk to and visiting their website and seeing if they have any e-giving program in place and it’s not very often you’ll just talk to somebody in more of ah, marketing or a sponsorship department. Could this also be an indicator of a person’s individual wealth? So if you find someone who’s ah, i don’t know, owner or partner in a privately held company. Is there going to be value in knowing what the companies portfolio looks like? Absolutely so understanding the longevity of the company. If it’s a long, long time held a family run company, those air particularly valuable for non-profits to reach out to and trying to get, you know, establish some sort of an inn or a relationship with some of the family members. There’s probably. Then, you know, potentially to pocket if you could be getting money from the family itself. A cz well as the company. And you may already know the individual in the company. That’s what? I was that’s what? I was suggesting, yeah, actually, you probably dio it probably is the individual that maybe somebody on your board might have a relationship with on dh then just, you know, trying to get more information about the company itself and seeing how philanthropic they are in the community. So it’s going to be probably a lot easier to establish that in in that relationship with an individual at the company who’s at the helm, do you find yourself doing a lot of research on privately held companies? Yeah, i do. I do, definitely, you know, both reactive research where i’m given the name of a company or a family run company and amounts to provide a little additional information on that two pro active research, you know, let’s, try and identify. What are these small and mid sized companies that we might be overlooking in our community, that we should be proactively trying to establish a relationship with? All right, so let’s, move to some of the dirt cheap and free that that i’ve dubbed you. Diana, where should we start with our privately held company research. Well, you know, i’m such a huge fan of public library right there. In those libraries, you’ve got a gold mine of information that’s available to you, not only in you no hard copy format, but very often most often the resource is i use are those that are online databases that i can access right from any desktop anywhere as long as i’ve got that library card number. So i thought i’d share just a couple of those resources as well as some websites that could be useful for private company research. Okay, so this and this we’ve said this before, but it bears repeating because we are talking about public libraries. This doesn’t mean on lee your local library, right, aren’t haven’t you said that there are libraries where you don’t have to be local, but you can get access to their collections and eyes? That is that true? Yeah, so very often you can, especially if you start at more of a statewide level. So let’s say you’re in new jersey like i am, but maybe you your your local library is very small. It doesn’t have a lot of online databases available through that particular branch. However, the st libraries will generally have excellent resource is available to you. Very often, they’re dubbed under the small business resource center, that type of thing. So for example, in new jersey, they have ah, ah, i say a subcategory of the state library system called nj grows, biz dot or ge. So if you start there as a jumping off point, for example, you’re going to get access to a lot of information about growing your business on, and they’re going to point you to a lot of online databases and and actually even webinars and that teach you how to use those particular databases. Okay, excellent. Now, if we’re not in new jersey, what would we be searching for in our state? Just the state libraries. Is that it? Right? Well, a good jumping off point. Tony is a sites public libraries dot com ah, provided to your listeners on the facebook page, but they do have a listing there where you can see every state and then every state’s library. So that’s a great spot for you, too. Start off if you feel like you’re in a very small community and you’re not seeing the library resource is that you want from your local library? Bump it up to the state level. Okay, um, what were some of the resource is that you wanted people to access at at the smaller public like, smaller public library arika so one that i’ve mentioned in the past, but definitely bears repeating is reference yusa, because there you can again look up a particular company, if you know the company name, you can look up a company by the name of the executive, so if you have the name of an individual and you’re trying to tie in which company there with but also you can proactively developed lists and export those list into excel spreadsheets extremely useful if you’re looking to build up a list of names of companies that you want to bring to your board for consideration, for example, or if you have money in your budget and you want to be able to reach out to some of those companies locally inviting them tio events or gallas, or maybe some business networking opportunities that you want to create for these companies so, you know, trying to demonstrate to them what’s in it for them by getting involved with your non-profit is that reference? Use a dot com well. You would i would recommend that you actually access it through the library because it is available as an online resource, but you would have to pay if you went directly to reference. Use a website that’s why entering it through the library portal, you know, keep it free and dirt cheap. Shall we say yes? Okay, are dyin, um, there’s a there’s a there’s? Isn’t there another one that you like through access through the public libraries? Yes. So another one that would be very expensive toe access directly is lexisnexis, and i think a lot of non-profits are aware of that as a tool for doing development research. But here they have something called lexisnexis library express sounds like a bit of a tongue twister to mate, but at any rate, they have information that you can look up in terms of news. But they have that’s, a specific category of company research through that library express site. Now going back to something i asked you about before if you’re accessing libraries where you’re not a local resident, is there usually a fee for doing that? So, yeah, if you wanted to access a library in another state. Very often you’ll have todo do you have to prove either residency or that you work in that state? So what you might need to do is just find out. Is there a way for me to purchase a library card in that state? It might be worth the money if if you can’t find particular resource is you’re looking for in your own state library. Yeah, especially right with the expensive, like reference yusa and lexisnexis. It could be worth just ah, couple hundred dollars. Maybe even if it’s that much for for library out of state. Exactly. Because it would be very expensive to access these databases on your own. Right. You have any idea how expensive they are? I know you don’t pay for them like a reference. Use a do you have any idea what the cost is? Um, i have not looked at it recently. I really i can’t tell you exactly, because i always just enter it through my library portal. Last i looked at it with several years ago, and i think it was, you know, upwards of one or two thousand dollars. Yeah. Okay. All right. Well, that’s, you know that’s. Why? You’re the doi, n i didn’t mean to put you on the spot. Um okay, what else? What else have we got? So state publications that really focus on business issues in new york? You’ve got cranes here in new jersey. We have n j biz. And this time of year, a lot of these statewide business publications will come out with what they call their book of list. So nj biz just came out with their book of lists. And what they do is they give you, um, basic contact information sales information, etcetera, about the top companies in, you know, all the various categories of business that exists in the state. So they’ve done a lot of leg work and research. And if you’re a subscriber to nj biz, you would’ve received this already in your mailbox. Um, but you can go to the website and purchase. It is a resource is well, okay. And what’s, that site and j is the i z dot com. Okay, okay. We’re gonna take our break, and, uh, maria and i come back. We’re going to keep talking about finding what’s public on private corpse and and what to do with that data to stay with us. You’re listening to the talking alternative network. 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. 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. We look forward to serving you. Talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Defremery simple. How you been? Just great. Thanks. Good. Ok. Should i make sure everything was okay when we took a little break? Why don’t you share? Ah, on anecdote from your vast experience where privately held research that you’ve probably held company research that you found was was really magnificent. Helpful to a to a client. Um, you know, locally here, the united way has a women’s fund-raising breakfast every year in the spring. And i serve on that committee. And one of the things that i said was, you know, okay, i can use my skill set to be able to help this non-profit to develop maybe and reach out to other people who have not been previously engaged. And again trying to maybe focus on female executive in our community. So again, i went into reference usa. I was actually able to pull a list by where it said, you know, the management, the lead management person was a female. We develop some lists. We sent out our sponsorship package information and so forth. And it did result in some new people participating both sponsors, but as attendees also of the event. So again, it’s, you know in a very basic level of trying to engage from new people, but had we not done that leg work to try and figure out well, who are some of the female executives in the community? We would really have never known to reach out to them and invite them to participate. Excellent. Excellent. I think you’re a good person to know. I just i see the value of prospect research and and the way you do it, it’s really it zee? I don’t know, it’s just i see incredible value for non-profits yeah, thank you. Um, small and large. I mean, you know, i used to work at a college, we had three full time prospect researchers. Yeah, and then there are shops where, you know, there’s one director of development and here she’s doing it all but the prospect research, you know, if if you’re not researching right, then you’re spending a lot of time on potential donors that you think of potential donors that that just aren’t you aren’t going to pan out. I think you’re spending a lot of time unnecessarily with bad prospects, basically right? And we all have only so many hours in a day so, you know, really best to focus on the best prospects and and that’s exactly what what business leaders would do, right tone, either they’re not going to spend their time spinning wheels going after business that’s not going to be lucrative for their companies. So you kind of have to put on that that that for-profit mindset, if you will, in how you’re going to approach the way you’re going to spend your time, how as a development person or a cz an executive director in developing relationships with the people in your community, certainly. All right, let’s, go back to the privately held company research. We’re talking about business publications, i believe anything more to say about forbes and cranes, etcetera. Yeah. So forbes has a list that they put out every year america’s largest private companies. So you know, you were you were asking me before? Well, you know what air the various sizes of the companies if you look at the list that they currently have up on their website. The number one company that privately held is cargill, based in minnesota. Revenue of one hundred thirty seven billion dollars. That’s billion with a b and one hundred forty thousand employees. Yeah, i want a huge in is not farming and agribusiness and production of food manufacturing of food. However that’s, right. A company probably better known to people is del still privately held. Wow, dellis still privately held. Very interesting, huh? Okay. Okay, so there are a lot of very big companies out there that are privately held. What? Who else is on the list? Mars? Pricewaterhousecoopers. Um, trying to just pull some names off the list of people would recognize toys r us currently help. So this forbes list is free online or your tio? Okay, i’ll provide the link, but it’s forbes, dot com slash largest dash private dafs cos flash list. So you go to the forbes web site and you and if you did a search on their site of america’s largest private company, you’ll get to the page. But i’ll go ahead and provide the link on your facebook page is welcome. There’ll be cool. Thank you. You have something called ceo express. What is that about? Yeah. Ceo expresses just a really neat site for you to bookmark for yourself. It’s got huns of great lengths. It’s like this huge compilation of length that would be useful, teo, any ceo for-profit or non-profit and one of the categories that they’ve compiled is business research, so, you know, you can get information on financial markets and quotes, business and technology, you know, they actually have a small business category again, they’re trying to find, you know, resource is available for you as a small business and small non-profits you are small business, so that category might be perfect for you to check out, okay? And where we’re going to find ceo express ah, right at ceo express dot com and aziz said, and anybody who is looking to just have a ton of resource is all pre pre bonem bookmarked for you go ahead and just take that one site, bookmark it to ur own computers, and then you’ll be able to have access to it any time you need to try and find this particular topic. Okay, we still have a couple minutes left is there? Is there more you want to share about a privately held company research, just just to maybe contact again going back to the library if you’re in a library or if you just call the reference desk of a library and explain to them the type of research that you’re looking to dio the reference librarians are going to be hugely valuable to you. I think we’ve also touched on in the past, tony, how many libraries will also have chat capabilities available so you can get into an online chat, explain to them the type of research you’re trying to do of locally, and then the entire chat transcript will be emailed cities. So there you have all the answers embedded right into a nice little e mail for you. Oh, i love that you get that you get the chat transcripts. I mean, i have very fond memories of reference librarians, which, you know, those people who don’t get visits so much anymore. Not face-to-face, but yeah, reference like brains. I mean, back when everything was booked based, you know, they just knew where the stuff waas was. Amazing. Yeah, they they still dio. But, you know, so many of us are not taking that local trip to the libraries as much anymore, but definitely calling into the reference desk. Work’s chatting with, um, through that online chat feature works great! And you’ll know it’s. It’ll be very visible if your library offers that that we’re not okay. Excellent love the public library research and yeah, i’m glad reference librarians are still around it’s very comforting for me, maria simple are diane of dirt cheap and free resource is you’ll find her at the prospect finder dot com and you can follow her on twitter at marie. A simple thank you very much, maria. Thank you again. My pleasure. Next week we have an archive show it’s not gonna matter which one because all these shows a good what’s the difference. I’m going to pick one and you know it’s going to be a good show. We’ve got one hundred seventy to choose from again live listener love those of you listening live podcast pleasantries to those two listening on the time shift. Remember that we are sponsored by rally bound and telephone bill reduction consulting joe magee and yussef rabinowitz, respectively. They support non-profit radio. Please check them out. 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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. Talking.

Nonprofit Radio for December 20, 2013: Dan’s Donor Retention Ideas & Goodbye Google Alerts?

Big Nonprofit Ideas for the Other 95%

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My Guests:

Dan Blakemore: Dan’s Donor Retention Ideas
Interviewing Dan Blakemore at Fundraising Day New York

Dan Blakemore is assistant director of development for individual giving at International House. We talked at Fundraising Day in June about how to hold on to your donors, from phone to Facebook. (Archive show from 7/5/13)

 

 

 

Maria Semple: Goodbye Google Alerts?

Maria 057 Low Res Color_crMaria Semple, our prospect research contributor and The Prospect Finder, has free alternatives in case Google Alerts disappears. (Archive show from 7/12/13)

 

 

 

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent, i’m your aptly named host final show of the year. Oh, i hope you’re with me last week for the penultimate show of the year, for i’d be thrown into functional dyspepsia if i came to learn that you had missed mastering millennials. Derek feldman, co author of the millennial impact report, shared the research on how twenty to thirty two year olds connect, get involved and and give two causes they’re passionate about and engaged by age. Amy sample ward, our social media contributor and ceo of intend the non-profit technology network nose which social platforms are best for which ages? And she revealed she also had tips to engage by age and, of course, her sixty second style stop, which was about sweaters this week. Dan’s donor retention ideas your end of your campaign got you lots of new donors, of course. How will you keep them? Damn blakemore is assistant director of development for individual giving at international house. We talked that fund-raising day back in june about howto hold onto your donors from phone to facebook this was an archive show from july fifteenth. Also goodbye google alerts will this happen in twenty fourteen? Maria simple, our prospect research contributor and the prospect finder, has free alternatives in case google alerts disappears, and this is an archive show from july twelfth between the guests on tony’s, take two to customer service reps got me thinking about solicitations and facebook ad grants campaign were brought to you by rally bound peer-to-peer fund-raising for runs, walks and rides, and by t b r c cost recovery. Getting your money back from phone bill errors and omissions here’s my interview with dan blakemore on donor retention welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen or at the marriott marquis hotel in midtown new york city, right in times square with me now is dan blakemore. We’re going to talk about donor-centric he is assistant director of development individual giving for international house. Dan blakemore, welcome to the show. Oh, thank you so much for having me, tony, i’m really happy to be here. My pleasure. What? What is international houses work? International house were a residential community for international graduate students here in new york city, the residents can be studying pretty much anything at the graduate level assed mama’s. They’re doing it in new york city, and they’re eligible live at the house. We also house interns, trainees and visiting scholars from around the city. It sounds like a pretty dynamic place to visit you. You are you there? You’re sharing meals with them very often. Oh, yeah. There’s. A dime. I mean, there’s a dining room. I usually have lunch every day with other staff members and resident members. Gym facilities, study room’s, computer labs. I mean, we try to have as much in the house as possible for them. S so yes, they have to leave every now and again to go to class or something crazy like that. What? We really want them to stay in the community as much as possible learned as much from each other as possible. Our mission is really driven by leadership development in cross cultural understanding for the residents. Sounds like an incredible place to visit all over the world, studying all different kinds of things. Oh, yeah. Here in new york. All right. Your seminar topic is acquisition and retention of donors, but it’s a panel. And your expertise is the retention definite, so i’m not going to hold you the acquisition of art let’s, talk about donorsearch tensions. Well, what social media is a be part of that i don’t know. He’s, telemarketing, a part of that where you want to start with attention before international house, at least in my experience, the attention has been much more focused around. Kind of, really, i i call it really the basics of good fund-raising good stewardship. Everybody gets a phone call or an email before that, long before they get their acknowledgment from the president or the director of development. We’re really trying to focus a lot around showing impact to people so that they are really clear on where their money is going because when i started at our house, we were in the middle of a multi year, multimillion dollar challenge grant and i started i said, okay, well, what are we doing to show impact to the people that have given already? Because it’s not gonna be much easier to get them to give us an extra hundred dollars, an extra thousand dollars if they know we’re doing the right thing with their money and there’s really something good happening here? Then you have to be going out to other people saying, okay, you don’t know me, but international house is a great place. Give me some money. Yeah, widely recognized that it’s caused a lot more time and money to acquire a new donor than to keep one s i said, what are we really doing? And we weren’t doing as much. So i really one of the things i’ve been happy to do in my three and a half years there is really focuses on ah, sustainable stewardship program so that we really engaging people. Whether they are named room donors from twenty years ago to someone who set up a scholarship fund last year that they’re hearing from us that they know that the money they’ve given in the past is really having an impact, and, of course, encouraging them to continue giving. Because we, we got to keep the doors open, we’re gonna keep the residents exposed to. They’re all the programs were providing to encourage their leadership. You mentioned a telephone call who would make that telephone call toe donors to thank them. Ah, in the lion’s share of cases, it’s me, since i mean, i’m assistant director of development for individual giving, but there are some already, i said, your title once. Yes, you don’t need to drop names dropping yourself ridiculous, already rolling, not even five minutes into this time, i already heard tyler. Thank you. Gonna keep things, tapes up your mic off. Blood there are some that i usually will say for the director development or a president especially kind alone, long gone, generous loyalty donors, alumni that are much older and has been given to us for decades that i think should at some point here from the president knew usually much more of a nice treat for them to kind of hear, share their experience of what they remember from when they lived in the house, but also then know that the president is saying, really, we appreciate your support, we value it, please keep giving and thank you. Okay, that’s important? I think the backdrop is closing in on us a little bit. So, you know, i don’t know if you have to move, but the backdrop is being encroached from from the other side. Oh, well, good. No, we’ll see what they’re trying to force. May they wanted eleven by ten ways. They were allocated a ten by ten. They wanted they wanted eleven by ten. Ah, all right. That doesn’t matter. Way continue. I mean, we’ve had earthquakes, we’ve had rappel going on. The lights have gone off today multiple times. I’m not surprised that are not our floodlights. Okay. Do boardmember sze, what have you ever engaged boardmember for these, thank you calls occasionally, i mean, i’m working one of my many goals, probably in the next year or two calls it because our learned, a long serving president is retiring in the next few months, so i really want to try to get especially starting with the members of our development committee, more involved with fund-raising just because some have been very concerned or worried about, oh, well, i don’t have nearly as many friends who are rich, they can come to the gallo or can make gift at five thousand dollars level every year, so i just can’t be helpful with fund-raising not true much more, so i’m working with them in-kind open their eyes do well, really, if you just make thank you calls and share your experience, why you share with the donors why you’re on the board asked them why they’re giving that’s easy way don’t you don’t need to write a check you don’t need to harass anybody else. That does not mean i don’t want you to get your wealthy friends to come to our special events or to come to speaker. Programs and meet residents. But it’s really about kind of opening up that fund-raising experience letting them see that there’s a lot more to the process, then just begging your friends to give you some money. Ok? All right, very much a personal touch. What? You’re trying to bring hope. Focus. Okay. Let’s, let’s go online, tio. Some social media. What? What do you what do you like to do on on facebook? Tio? Well, facebook keep donorsearch all social media for us is challenging, i would say, because by virtue of the kind of non-profit that we are, we are key audiences are always residents to currently live in the house. Alumni, donors trust these other people that know of our work. So it’s, we’re always kind of throwing different messages for different populations, all on the same channels because they’re all there falik it would be it would probably be nicer if we could say all the alumni are only on facebook or all the trustees are only on twitter that’s not realistic that unfortunately that is not going to go to them where they are exactly s o i think it’s been it’s been a lot of integration, to say the least, whether it’s the facebook groups like right now i know we have an alumni reunion coming up next weekend and kind of a lot of the mo mentum for it really started on facebook. Thehe lums, who are the co chairs of the reunion committee, released kind. They started their own subgroup within our group. Yeah, that was okay, everybody who’s coming to make sure you’re make sure you get your registrations in. Make sure you consider making a gift along with your registration, these air, all the events we have going on, we hope to see you there. Bring your kids if you if you get there, someone that you lost touch with, we’ll see if we can reconnect you with them. Is there someone you know who doesn’t hear from the house anymore? Make sure you two have them send us their new information. You’re happy to have them piggyback on. Oh yeah, international houses, facebook poll that makes not like, you know it’s a violation of policy or something. No, i mean there it’s much better for us to have them out there doing it, getting the message to their friends who? While i’m sure most the bulk of them live like our page generally know what we’re talking about. But there it’s all they’re always going to be much more responsive to someone that they know personally. Me or director development of the element i relations director putting something up saying hope we see you at the reunion there. Are they all the other aliens happening? Okay, but i think the point is that that degree of flexibility, yes, that’s, when someone wants to take the ball, including using your, you know, piggybacking on your organization fund-raising page, you allowed it. Oh, of course. I mean, you want that. I want them to feel comfortable putting those messages out because of those people who are pushing the message out are going to be much more effective in their outreach. Then we could be talking to their friends exactly as close as you get. You know, you won’t ever have the relationship that they have exactly with their friends, talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our culture and consultant services are guaranteed to lead toe. Right groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven 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 intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac 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 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. Every tower is 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 oppcoll have other other online strategies, but so well, we’re also wanted were dipping toes. I mean, we’re on twitter and a lot of the messaging there has been focused around current events happening at the house kind of as they’re happening, so there has been some live tweeting. I know we did some live tweeting of our gala that was on tuesday because we were honoring big named more more i could do more name dropping if you if you so desire, go ahead, drop one that’s not your no, my problem was you’re promoting yourself it’s a good thing you have written a book yet you would’ve heard that six times by now for ten minutes in i would have the title six times. I i’m a long way to go before i’m writing a book, but fareed zakaria is one of trust. Oh, how standing on end and yet fareed zakaria gps unit and sundays he was one of the people we’re honoring he’s going on our board for ten years. Eso he got our award for promoting international understanding. He was among the very impressive group that were there s o i know there was some of the trustees were live tweeting, but also we were live tweeting for constitutional account, okay, just so that people could see oh, this is really happening over its cars, getting his award and all paul volcker speaking and okay, and how do you feel this all relates back to donor retention? I think it really laid back latto things like live tweeting, let people see things are actually happening let them see that we brought a group of residents there to make sure that the special event donors really get a really a clear understanding of the house and what it is are really mission is all about because if you it’s one thing to have a special event, raise all this money and then everybody goes home and feels fine. But it’s it’s always been a priority for us to make sure that the residents were there so they can sew the donors can meet them because a lot of a lot of special event donors, by virtue of not being annual fund owners per se are not necessarily being alums do not come to a lot of our events, so we’re trying to capitalize on the opportunity of having them all in one space to say here, meet some of our impressive scholarship recipients here metoo of the residents have done really impressive things, and i have plenty more to do in their careers so that they can really start to see the value that they’re providing to our community. And for those who can’t come, you’re able to engage them. They think they can see it on twitter. They can book a cz more photos air coming in from the photographer were trying to push those right back out through links on our website on dh through facebook and twitter so people will, then they say all way or if you were there, you know, someone who was there, you could go through the photos and say, oh, oh, oh so until i got to talk to frieda cardio that’s impressive. So it’s i think it meets a lot of different purposes without nearly as much effort as it could take. What is the international house doing? That’s ah, you think really exemplary in donor retention slideshare em flurry dahna retention that’s a very good question. Well, that’s, that could be another opportunity for me to pat. Myself on the back, so i’m going to seize on this because you did a perfectly tony, i would think thee one on one reporting we’re doing now for a scholarship recipients, because there are a lot of scholarship funds that have been created probably in the last forty years, some through capital campaigns, some kind of muchmore independently as someone gets to that point in the major gift cultivation process that they decide they want to create a scholarship fund. Um, that stewardship is also has really been really important for us because a lot of those donors again are not in new york city don’t get to come to our events or meet residents at all, and the residents are everything whenever i in the spring is usually when i get to do all my interviews with scholarship recipients, and i really enjoy it for one just because in the development office there’s so few opportunities to just engage with residents and just kind of here about what are they studying? What do they want to do in their careers? But this is a great opportunity to come in, talk to them, get there, kind of get their story figure out what it is they’re really focused on, and then be able to share that information with a donor who can say, oh, i made a gift five years ago, fifteen thousand dollars and its supporting great people like this so especially, i think, it’s i think it’s even more important for people who are not in the new york area than for those who usually do come to events and kind of have a feel for the people that live at the house because i think we’ve gotten some really positive feedback from people about, uh oh, i had forgotten about this there. Oh, this has been so interesting and engaging, i feel like i’m really a part of what’s going on at the house, even if i live in another country and for us that’s that’s the heart of it because we have alumni spread out literally around the world and it’s hard to keep them engaged, keep them feeling connected to the work that’s happening in new york while they’re also alumni that’s going on all over the world, but they don’t always get to meet the residents. This reporting lets you know it’s broaden. It for non-profits that may not have alumni and followship maybe in something different. I mean, you’re essentially talking about outcomes reporting yes, little really see okay, you’re your fund of fifteen thousand dollars produced let’s say two thousand dollars in the last year that two thousand dollars supported two or three to three residents, and they’re thieves, they’re they’re what they’re going for in their careers. This is what they’re studying, and this is what they’ve done in the last two years while they lived at the house that has really changed, expose them, open their eyes to different cultures, expanded their horizons and let them see a lot more potential in the areas they wantto work. Yeah, those are all valuable outcomes impacts that donors air now, you know, within the past four, five years, much more interested in that’s, right? Of course, other other methods of sharing impact at a place like international house, where we’ve been experimenting with some video, i’d like to do mohr video right now, of course. Well, but this is not that i’m not going teo sametz out any donorsearch they’re not going to be interesting. Yeah, it will hurt your i don’t want to hurt your e-giving thank you very much. Ah, but no it’s really more in the last two years ago, some residents actually created their own video just kind of encapsulate there i house experience that we’ve been able to use from youtube, okay, but i really like to do something probably every year, every two years that maybe some scholarship president’s talking about their experience way have a whole lot of some of the different participants in the leadership programs just so that people can people outside of new york and don’t get to be there really just get to see and even for use at special events where people don’t know what it is we do it’s an easy way to say watch this for two minutes at least you’ll have a flavor for what it is we do. They the caliber of people that lived there and the really impressive people that also have participated in our programs. How many residents are there in a given calendar year? It’s usually between seven hundred and a thousand oh, my gosh is much bigger than i thought, and seventy percent of the resident population is always international. We usually try to keep it to seventy percent international, thirty percent domestic on and they can stay for a short is thirty days and as long as three years. And is there just one location, or do you have multiple residences where i mean, there are there are multiple international houses were the only one in new york we’ve been open it’ll we will be ninety next year. Excellent. Where where is it? In new york, we are on riverside drive, almost diagonal from grant’s tomb and next across the park from riverside church. Oh, man. View of the hudson. We have great. Some of some of the residents have amazing views across the river. Some have great views through secure a park and onto riverside church or grants tomb s oh, there are it’s a nice views considering where you are and we one of them. Anything one of the many things we’re doing for the residents a za part of our operating support. In addition to found scholarships and fellowships that we provide help them put on programming for the community. We’re usually subsidizing residents by at least twenty five hundred dollars per resident. Based on what? They would be paying to have to live in the same area have the same amenities at their immediate disposal on dh that’s really important to us in addition to providing between four hundred, five hundred thousand dollars a year in scholarship and fellowships, so that it’s easier for them to participate in the community, because that’s, the way we really believe that they get the most out of their time, thereby being engaged in the community by attending program’s, getting to know other people from other parts of the world, because our alumni are always very proud. Tio lee, go out and then say, oh, if i find myself in sri lanka, i’ve got five people i know i find myself in djibouti i know three people i’ve been to srilanka by the way i was bluhm bo the capital, your and then i went north into the jungle, and tio advomatic fora long i spent about four foot now better part of a week, five days or so orwell longfield more well traveled than i thought let’s let’s bring it back to dahna pretend yes how how important do you think the annual fund is for us? I’m sorry, i don’t mean the annual fund. I meant the annual report. How important is that? Donor-centric attention, i’m probably going i’m probably going to i’m going to have to say they’re on some levels very important, but to other people totally inconsequential. I mean to i think for the higher level donors, it’s i think with a higher level donors it’s going to be it’s always going to be of interest, to at least be able to have something tangible and see a while in a meeting. Oh, oh, this is this year. This is last year’s annual report and this is what? Okay, we meet met thes three these big objectives, here’s, some photos, here’s, the important financials. We added these people to the board and they’re bringing all this extra capacity to what we’re doing. But i think also for the annual fund donor-centric dollars a year, i don’t think they are, in my experience, at least working with them. They seem to be less interested in that it’s much more. Okay, tell me about the residents and what they’re doing on, much less of the hard core metrics. Hardcore financials. What what’s really actually happening, but that’s that is obviously a generalization because we have thousands of dollars. What about the house website the isles website terms of not don’t just describe it, but in terms of donorsearch engagement in retention ah, this will cause. We recently released a new website unveiled it rather, andre were very intentional about providing and as one specific area where we are sharing quotes from residents. I don’t think we have any video clips up yet, but that’s one of my goals for the next the school year that’s really focused about how do your gifts impact this community? And how does it mean so that’s? I mean for us, i think it’s, i’m hoping for the future going forward. People will be able to go to the website and really get to be able to see very clearly if i give international house one hundred dollars, what am i supporting and to know reasonably ok it’s going to be supporting leadership programs, scholarships, fellowships, outings that we do all over the city and within the region for people to learn more about the city and the u s but also have those opportunities to get to know each other. That noise behind dan is a spinning wheel. The booth adjacent ours is giving away either kapin t shirts, mugs or a chance to win an ipad, and you spin the wheel for the chance and that’s what you’re hearing. So so yes, we’re not we’re not having a dan does not have any kind of speech impediment have this ability to make a native american i don’t clicking sound while he’s talking and speaking code. There was no code underlying what dan was saying strictly a raffle wheel thank you for that very talented man, but does not do the clicking sounds as he’s, you know otherwise, i think you work for the national security agency if you were able to. Ok, i’ll take it all right, let’s say, well, let’s dahna retention let’s leave listeners with one mohr one more. One more thing they have advice for small and midsize shops, you know, not alumni related like international house, i would say be sure that you are tracking when you send out whatever sort of fund-raising appeals you’re sending out, whether they’re direct mail, email, web based, make sure you’re tracking who they came from what’s kind of. The tone that you’re taking, whether you’re talking specifically about impact or just really about good works. And then kind of the basic metrics of response rates. So you, khun, be able to compare over maybe two to three years to say, okay, what do more are more donors responding to a message from a trustee? Are more donors responding to mess from the president of the board? Someone who’s actually benefited from our programs, and if we’re talking specifically about impact, do a certain kind of doughnut respond to that one. And because all of this information really will help you better cater your message to the various constituencies that you have. But if you know certain donors on a regular appeal will give you fifty dollars. But when you talk specifically about you provide a clear picture of one resident, one person who has benefitted from your cause, they are, they’ll go from fifty to one hundred dollars. Then, you know, you need to keep sending them impact pieces and not just generic and ask pieces. So that’s that that’s an easy ruling road we can and we can explore that a little bit more. We got a couple minutes basically talking about testing. Yes, right. So it’s a little more about how you how? You conduct your test for me, it’s thus far, it’s really been been able to look back at i think i usually go at least four or five years back to say ok, which appeals? What was really the response rate? Let’s. See how many people were we mailing to? What did that mean? And then say how much money was raised? Obviously. Average doner average gift by her donor on dh then kind of try to figure out, even though it is. Every appeal is always different. You can it’s hard to pin the differences on any one thing. But if you’re seeing a trend that people are responding mohr two appeals from trust members of the board of trustees. Theun. Then you know, that’s that obviously needs to be something you’re focused more on. But you have to set up a method of tracking these things. Well, yes, i mean, for me, i do something. I keep it very basic. Usually tracking all in excel brothers. The response rates, the author’s kind of the tone way have what other variables you do control for still average average. Give her donor donors that actually responded the number of gifts. Just so that, you know, just it’s much more about having for me having as much information as possible because you could even see in the economic downturn. Yes, while we may not received as many gifts, the percentage is still stayed reasonably around. What are averages have been okay, so it wasn’t. It was an opportunity to say yes, our totals are down like everyone else is in america, but people are still giving at or above the usual rate, so we really don’t have it. It’s not like we not like we lost fifteen percent of our donor base just because the economy was a mess. And then this way you also have this data that you can go to your supervisors with you’re bored with to justify perhaps increases. Yeah, in spending in certain ways by saying, you know, we’ve got the evidence that more money spent here is very, very likely to have more money to bear more. Yeah, exactly. All right. We’re going to get their damned like, well, that sounds good to me. I appreciate the opportunity to be with you and get to your listeners to my pleasure. We’re connected in lots of different ways on the social networks. Oh, yes, ok, it’s, good to see you in person, that i am blakemore’s. The thank you is the assistant director of development for individual giving international house in new york city, and we’re in new york city with live coverage of fund-raising day two thousand thirteen. Thank you very much for being with us. Very happy, teo provide that from dan blakemore. Very smart guy let’s do some live listener love we got the netherlands checking in we’ve got seoul, korea and han nam korea on your haserot ni hao for all our visitors from china, beijing chung ching and shen juan doe welcome munich, germany checking in also uh, i missed a couple of shanghai and zang zhao, china here in the u s new bern, north carolina and someone masked on itunes radio can’t tell what city you’re from, but live listener love i’m able to go to conferences like fund-raising day i did in june and get recordings like i did with dan blakemore and about a dozen others that day, because we have sponsors and i’m very grateful to our two current sponsors. Rally bound, rally bound dot com they make reliable and very simple to use peer-to-peer fund-raising software it’s friends asking friends to give to your cause through runs, walks, rides, races as a non-profit listener rot non-profit radio listener, you will get a discount, you can pick up the phone and talk to joe mcgee he’s, the one who will help you set up your campaign you can reach them at triple eight seven six seven nine o seven six i’ve talked to john magee. I’ve worked with joe magee very good guy. I’ve met the ceo at rally bound shmuley, also a very good guy. If you don’t want to talk, you can check them out on the website, as i said, rally bound dot com trc cost recovery also supporting the show yourself, rabinowitz he will go over your past phone bills and he’s looking for errors, omissions, services that you didn’t order and well above market pricing. And when he finds them, which he does over ninety percent of the time, he picks up the phone and he’s, the one who fights the phone company to get you the money back that you deserve. He had told me about a non-profit that he saved very close to twelve thousand dollars for because he found over three hundred dollars a month in mistaken charges, and he was able to go back three years yielded the non-profit roughly twelve thousand dollars, and i think it’s very telling that that referral to the non-profit came from someone who used to work at a company that yourself had. Done telephone bill consulting for that was the company. You heard me that mention this last week. They were making a part for the mars rover. And the woman was so impressed that when she moved to a non-profit she referred t brc and youssef and that’s when they got that twelve thousand dollars savings, you only pay yussef if he actually gets you cash back. I’ve known him for almost ten years. He is at t brc dot com or two one to six double four nine, triple xero which could also be to one, two six four four nine thousand. But i like the english way. Six double for nine. Triple xero with the two one to area code tony steak too. Some customer service reps, one at best buy and the port authority. Thie airtrain from jfk got me thinking that in your solicitations you need to ask for exactly what you want and ask confidently and not humbly and simply and that’s what those to customer service reps did and got me thinking there’s a lesson there for our fund-raising solicitations there’s. Much more on that at my blogged, which is tony martignetti dot com also. Deborah askanase our social media contributor i’m sorry, our social media dahna presenter, she does the social media for the show. Our social media contributor is amy sample ward, but deborah askanase does the social media for the show, and on her blogged she talked this week about facebook ad grants for non-profits so muchmore of facebook is address even now that they have a new algorithm for what gets seen in people’s news feeds. And so you’re probably seeing your reach dropping drastically, and that makes facebook now pretty much a pay to play place and non-profits need some help with that. So debra is suggesting that facebook give advance it’s too non-profits and there’s more on that on her blogged, which is community organizer two zero dot com community organizer the number to the number zero dot com that is tony’s take two for friday, twentieth of december forty ninth and final show of the year. I don’t know why we didn’t get fifty shows this year did i don’t know if i miscounted or ah, we got screwed, i don’t know, but i count forty nine, we’ll have tto look into that, but this is definitely the final show of the year. And here is marie a simple what happens if goodbye google lorts happens in twenty fourteen maria samples with us to talk about the possibility of google alerts going good bye. How are you, maria? Simple. I’m doing well, thanks. How are you today? Terrific. Thank you. We know maria she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now she’s our doi n of dirt cheap and free you’re going to prove that today is gonna live up to it. You can follow maria on twitter at maria simple. I see some disenchantment with google alerts is that is that part of the problem? Yes, you know, there has been some disenchantment with it. I’ve been seeing other colleagues in the prospect research profession kind of complaining about the alerts not working as well and so forth. And, you know, i had found that myself and we’ve talked about this before, right? Tony on your shows where, you know, talk about how to tweak the alerts and maybe you’ll get more. Results, but now i’ve actually started seeing some articles in recent months, nothing has been confirmed by google that i could find on their own website that have said that a google alert might actually be dying off. It might just go away. It might not be something they offer anymore, and that got me quite concerned because it seems like they’re not really maintaining it because the number of people are complaining that the number of alerts they’re getting has been reduced and the number of alerts within each message has been reduced and the ones that they’re getting are not so good quality, not not like they used to be, right, exactly. So i thought, well, there must be some alternatives out there and fortunately, some of the articles that i referenced, which, by the way, i can provide those article links if you like, on your social media sites telling readers, will have access to them. They gave some interesting alternatives, and i started playing around with them a little bit myself in preparation for today’s show, so i thought we could just sort of talk about what some of those alternatives are and also what you want to be setting up alerts on right? I’m sure that we can do that. So what do you and your promising, i think all free or free ideas today? Uh, yeah, well, i’m gonna provide you with some alternatives that all have free components to it. And then if people feel like those alerts aren’t yielding enough results, they could always go with some of the sea based resource. Is that those components also offer. So you like to give you a list xero options? Shall we? Ok, there, our listeners, maria, our listeners please share that share the lizard shared listener love. There are listeners. Okay, so, uh, what’s the first one you wanna talk about so one interesting when i came across that i’ve been testing for a few weeks, actually it’s called talk walker dot com uh, so they have free alerts that you can set up, but they have a fee based online service. But from what i have found in using it for the last couple weeks, i’ve been getting alerts from them on the same exact alerts that i had set up on my google alerts account, and the results definitely have been different? I can say that. Okay, it’s not supposed to be that way. But if google is not keeping up, are maintaining it’s alerts than i guess. It’s, i guess that’s the explanation. Okay, so so what is it you like about talk, walker? Well, i like the fact that you can set up those alerts for free. You can still have those alerts delivered to tear email inbox. So again, it’s sort of that push technology that we’ve talked about in the past set it up once. Once you’ve got it set up the way you want it, it’ll just keep delivering those those results to your inbox. So i really like that feature very much on talk walker. Also, you can set it up to be able tio send it to you as an alert as often as you like, you can set it up, you know, once today, as it happens or once a week. So you’ve got a few options there and how often you get those alerts delivered very much like google. So i think anybody who’s familiar with google alert, they’re going to find this interface to be very similar, so the interface is is similar, but the quality of the results is much better your seeing a difference? Obviously, yeah, i have been seeing a difference. I’ve been finding more alert that air coming through where there are mentions on blog’s on dh, some other social media related sites. So i thought that was definitely kind of interesting there, you know, how those alerts air coming through and how it seems to expand upon just the number of sources that it seemed to be picking up on, for example, i haven’t alert set up on my name and there’s an author, maria sample, we’ve talked about this before, and, uh, so i was able to filter out the results where her book title was also mentioned in the search results, much like i would do for aa for a google alert, for example. So is this shortcoming that you see or part of the shortcoming that you see in the google lorts is that it’s not indexing and searching blog’s or yeah, this is part of the services that i’ve looked into seemed to be covering more on the social mentions side, which, as you know, could be really important for a non-profit to be monitoring when they’re, you know, looking to monitor their own brand or who’s talking about them on social. So i thought that was really pretty cool, okay? And you’re not seeing those results on the google alerts. Not as extensive. No. Okay, interesting. So you’re doing side by side comparison because you said the alerts you’re setting on these test sites are the same as the ones you have set for google. Okay, avery, right. And the only one that i set up for the last few weeks is on the talk walker site on the others too, that i really kind of test sit out in preparation for today’s. Show it. I didn’t. Mora’s, you know, live looking at the search search results. And i i did look atyour name to see where some of this came up on social one of the other sites that that we’ll talk about called mentioned dot net that the only one where i definitely different is that the only one where i appeared is unmentioned or that’s. Really? Where you set the alert for may? I said it i that was the one where i set up. Thea the alert. For you on dh then yeah, definitely. That was one where i set up toe look at tony martignetti and i’ve noticed something that came up on philanthropy dot com for you and this is on mentioned dot net that’s going, we haven’t talked about yet. Why don’t we move someone? We moved to that one since ah, it’s, it’s all about me and thiss must have been the most interesting a sight in your searcher, and you’re testing because so was it mentioned dot com it’s actually mentioned dot net okay mentioned dot net? Yeah, and uh, so they had a neat analytics tool is built into it. You can get emailed alert, which i did not set up the email alerts. I just kind of monitoring what was going on on the site itself. Thie alerts can actually be shared with a team of co workers, so i mean, think about this in a team of non-profits i mean, a non-profit development team or development committee or something like that in a smaller non-profit where you would want to make sure that people were also sort of aware of where your key donors might be mentioned or where. Your organization name might be mentioned, so i thought that was a pretty neat feature. Yeah, saves you having to get the e mails and then forward them to people. Right? Exactly. But i understand you want you want getting using yours? Yes, i did come across some mention of the tweet that you had sent out about listening toe episode one forty nine i saw you mentioned on ah blawg for n green non-profit dot com. I saw your mention on philanthropy. Dot com where else would i see? Uh, do you do you know a person named david durin, jer? No, i don’t attorney no, no. Well, yeah, he was talking about me, and i appreciate it. That’s. Fine. I’m happy to have people talking about me. Who i don’t know that they’re the ones who’ll say the best things cause they don’t they don’t know me that well. Um okay, so so this actually goes into tweets too, but but now i send tweets under my name many a day like, i don’t know it doesn today or something. Would it? Would it not be finding those for some reason? Or is it only people talking about? Me, not me, not not my own content. Maybe that’s it right? So it was i just did it on your name. I didn’t do it on your twitter handle. I did it on tony space martignetti is what i’m having it track on mentioned dot net on dso it tell it told me that, for example, seven hours ago is when you tweeted out that tweet about listen toe episode one forty nine you know, etcetera, so it’ll it’ll tell you how long ago this mentioned was also mentioned online are xero so, you know, i just thought it was definitely something that could be interesting for organizations, you know, where this got me to really thinking it could be fascinating would be an article that i read i don’t know if you you picked up on that in the june issue of the chronicle of philanthropy, and that particular issue talked a lot about raising money online and one of the things that brought kind of to the forefront. For me, the ability to use these alerts was the organization, the environmental defense fund. I don’t know if they’re listener of your show, but it turns out that the article mentions that they’ve trained their data specialists to scour the internet to find out who is advocating on behalf of the organization online, and then they conduct research to find out what would swayed the activists to make a first time gift and then give again okay, so that got me to thinking, wow, this is just sort of a way to find out who’s talking about you, perhaps start connecting with them online, bringing it to the attention of your front line fundraiser that you’re being talked about by this particular person and this could be a real advocate could be somebody you should get to know. Yeah, for sure using i mean, that that’s the value of the prospect research, right? I mean, they’re they’re feeding their feeding the pipeline with potential prospects with right suspects, become prospects or suspects could could become prospects. Okay, absolutely. Now, do you see differences between mention and talk? Walker? Yeah, definitely the interfaces is a lot different and, you know, i think that people just take a look at it and see where they’re you know, most comfortable they do have a zay said they also provide that emailed alerts and analytics tool. And this company actually does provide certain levels of service so that you can have plans. They range from six, ninety nine a month to sixty five dollars a month. And so again, there, if you’re finding that you really like this service, but you’d like to have many more search results than what you’re getting, or you want to track a lot more alert than you, you know, maybe you’ve got a twenty donorsearch teamviewer want to track or something like that. Then you know you you might have to go into some of the fee based services. Okay. Okay. So there’s limits on the number of alerts for the for the flint. This window. Limit the alert. Okay. Okay. We have about a minute before we go away for a couple minutes. Another site you want to talk about besides talk walker and mention yes, there’s. Another one called social mentioned dot com and, uh, they have set up. That is again similar to setting up your google alerts in terms of being able to set up in advance search like the filtering service. And before we go to break just a teaser, i’ll just save your listeners come back, because you want to know what we’re talking about here when we talk about a passion score for, uh, for social mention, okay, look at maria, give it doing little outro to the break that’s. So that’s, so skilled, passion score sounds, sounds pretty cool. We have passion in the studio every every week, i believe, okay, we’re going to take that break that maria just brought us into, and when we come back, she and i’ll keep talking about the alternatives to google or it’s, just in case they go away, and to me, it sounds like even if google lorts doesn’t go away, she’s got alternatives. That seemed better, so stay with us. Yeah, you’re listening to the talking alternative network. Schnoll 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. 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. Talking alternative radio, twenty four hours a day thing. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio. Welcome back to the low qui loki sesquicentennial, loki, sesquicentennial show maria, why don’t you tell us what the what the passion score is at social mention dot com so the passions score as they define it. They say it’s, a measure of the likelihood that individuals talking about your brand will do so repeatedly. For example, if you have a small group of very passionate advocates to talk about your product or brand all the time, you will have a hyre passions score. So imagine in a situation where you’ve got people who are who are just really, always tweeting about your organization. Uh, i mean, these are people that are right there, add they’re they’re advocating their retweeting your stuff, etcetera, this’s something that you want to be aware of is and this is free. We could get our passion score for free from social mention. Dot com. Yes, you can. Yes, you can. Absolutely. So, for example, i had gone in and just on a search and put in my name in quotes like i would on an advanced search of for google because i wanted to search for maria semple is a phrase, and then i wanted to knock out any of the search results where that other author was mentioned. So i knew what keywords to put in there to knock out the results, and i came up with a very interesting set of searches search results, i should say that included photos that were taken of me speaking by others and posted on flicker ah, video that i had created and placed on youtube. Um, what else did i come across other videos where i appeared like a non-profit times interview, so i just kind of left it open for all dates, but you could also, if you find the search results are are too high, you can also filter it down and say, well, i’m also only interested in seeing, say, up to the last thirty days worth of results as to where your your mentioned excellent. So you want to share your passion score? Uh, actually, it said it was fifty percent when i did that search in that way, so i thought that wasn’t too bad. Ok, i’m going, i’m going to try this one. I like this one on dh if my passion score is higher than fifty, then i’ll reveal it, and if it’s not, then we’ll just forget about it. Yeah, and then i thought, well, let me set the sectors and alert, and unfortunately, right now they’re alert service is disabled so you can go to the website without having toe log in and create an actual account or anything, and you can you can go ahead and do a search on social mention dot com and see what the search results are and trying to filter them down. But in terms of then linking that particular search up to be constantly sent you through email or like we talked about before, they’re alert services currently disabled, so i hopefully i mean it says it’s coming up in the next week or so, maybe they’re just revamping it, making it bigger and better. I’m not sure, but that was that was a little disappointing to see i couldn’t actually test the alert feature tio it’s good for listeners to understand we’re recording on tuesday the ninth so by the time you listen, maybe will be back-up but it sounds pretty cool, but can we get the passion score without the alert feature being up? Yeah, yeah, so i just went to social mention dot com i put in the search that i was looking for and it came up with a passion score. And then they come up with something also called a sentiment score. Oh, and they say that that’s the ratio of mentions that are generally positive to those that are generally negative. And i have no idea how they define positive versus negative. But ah, this was out of the search. The thirteen let’s see out of the twenty six mentions, they gave me a sentiment score of thirteen xero meaning that i guess it was mostly a positive i hope that’s what the issue is not okay, i hope it’s positive to negative not negative to positive for your for your benefit, right? Tell you what, why don’t you just do a little have a little fun? We only have a few more minutes and i still won’t talk about what you should be monitoring. Why don’t you put my name in quotes in social mentioned dot com let’s see what we come up with, like passionate zoho are put it in it’s tony martignetti passion vs see what we come up with. Versus the other one sentiment and okay, but let’s move let’s, you and i will get to that before we get seven percent passion score. Tony, i killed you. It’s around it’s? Not even close. It’s not even close. It started in krauz it’s a route cream and clothes wearing that t thiss tony martignetti a seven percent passion scores your sentiment score came up three to zero three. All right, let’s not talk about that sentiment score clearly is not. I’m looking at things in here from fund-raising day in new york. Somebody’s gotta blogged on youtube videos about you. Well, clearly the sentiment score that’s inaccurate. So we dismissed that that that that function, that function is not working clearly. So don’t pay any attention to what you get for the sentiment score the passion scores very accurate. But you know, these vanity mary-jo vanity and you believe that these are vanity metrics? We don’t pay that much attention. I killed you, but we’re not paying that much attention. Really, teo, vanity metrics smear, but they’re not really that important. Let’s talk about what? What? We should be monitoring because only have a couple minutes left. What should we what should non-profits be paying attention to and setting in these different of these different sites. Okay. So the name of your organization again here that will help point you toward people who are advocates on your behalf. You should be setting up alerts on your top donors. Think about reasons tohave to send out and reach out and have a touchpoint with your donors that don’t involve asking them for money. So this might alert you to wear. Your donors are mentioned in the press. It might alert you, teo, on somebody having ah, major appointment or advancement or appointment to a board of directors somewhere. So your top donors, okay, the companies were your donor’s work. So again here, if that’s important for you to also maintain a relationship with the company because it’s a large corporation or if it’s one of your donors, private companies that’s almost more important, i think because whatever is happening in that donors world related to his his or her private company, you’d want to know about those those major, you know, advancements in the press, for example. So again, here it’s an opportunity for you to perhaps pick up the phone send out an email sent out a card somethingto have some sort of a touchpoint thatyou noticed, right? And we could add foundations to that too, for the same purpose, right? We like. We like to keep in touch with foundations just like they’re people because they’re they’re staffed by people. So foundations that are funding you, you might find a reason to write to them and you’re not, uh you’re not sending ah, request for, you know, a grant grant proposal. Exactly. Okay, we pretty much have to leave it there. Maria. Excellent advice, as always. Thank you very much. You will find maria at the prospect finder dot com and also on twitter at maria simple. Thanks, maria. Thanks so much. Excellent. Um, i was reminded of that routing in the passion score. So cool, so cool. Got more live listener love here in the u s lynette singleton is listening from lawrenceville, georgia. I know that because she’s using the hashtag non-profit radio and we’re monitoring it here in the studio. Hello, lynette. Also east lansing, michigan. Alexandria, virginia live listener love to you, australia checking in craggy burn i loved that. Some of some of the towns in australia just wonderful. I met someone from blues bay ones just sounds so nice blue he’s bay she’s an artist but live listen love whether you’re in virginia, michigan, georgia or australia, i didn’t mention japan got a shoutout, japan lots of listeners from japan actually too many to name, so i’m just going to say konnichiwa next week. It’s merry christmas to those who celebrate christmas, i hope that everyone enjoys the holiday and time off with family. We will be back on january third with consultant janet folk she’s talking about your twenty fourteen media relations plan. Also, amy sample ward returns with best social media platforms to watch for in the new year you have my best wishes for a very, very happy and healthy new year. Really, i hope that it’s successful for you and i hope that you in the transition between years get to take a little time and reflect and i thank you very much for loving non-profit radio in twenty thirteen, thanks so much. Remember we’re brought to you by rally bound dot com and tb r si dot com that’s telephone bill reduction consulting they’re very good people. Please talk to them. Our creative producer is clear, meyerhoff. Sam liebowitz is our line producer. The show’s social media is by deborah askanase of community organizer two point oh, and the remote producer of tony martignetti non-profit radio is john federico. Of the new rules are music is by scott stein. Happy new year merry christmas, hope to see you with us on january third, twenty fourteen, one p, m eastern at talking alternative dot com. Didn’t didn’t. Didn’t dick tooting. Good ending? You’re listening to the talking alternate network, get in. Nothing. Cubine are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn tips and juicy secrets from inspiring women and men who dare to define their success. Get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative dot com. 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. We look forward to serving you. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. The aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Fund-raising board relations. Social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s one to two eastern at talking alternative 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 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 told you.

Nonprofit Radio for November 22, 2013: Empower Your Volunteers & What’s Their Style?

Big Nonprofit Ideas for the Other 95%

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My Guests:

Karen Worcester: Empower Your Volunteers

Karen and Tony at bbcon Karen Worcester is executive director of Wreaths Across America. They have grown their volunteer support enormously, by being hands off and supportive. (Recorded at bbcon 2013)

 

 

 

 

Maria Semple: What’s Their Style?

Maria 057 Low Res Color_crMaria Semple returns. She’s The Prospect Finder and our prospect research contributor. We’ll talk about the DISC assessment tool, to figure out whether your potential donors are dominant, influencing, steady or cautious. Plus, her 60-Second Style Stop.

 

 

 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s friday, november twenty second twenty thirteen what’s on my mind actually is the fiftieth anniversary of the kennedy assassination were not about politics here or anything about so we don’t talk about conspiracy theories or one shooter, but it’s certainly on the nation’s mind today, i hope you were with me last week, i’d be thrown into ventricular tachycardia if i learned that you had missed professor denny elliot from the university of south florida, she edited the book, the ethics of asking. We talked about when you’ve got an ethical issue and fund-raising and how to resolve it this week empower your volunteers. Karen wooster is executive director of wreaths across america. They have grown their volunteer support enormously by being hands off and supportive. That was reported at bebe khan, twenty thirteen, and what’s their style maria simple returns she’s, the prospect finder and our prospect research contributor. We’ll talk about the disk assessment tool to figure out whether your potential donors are dominant, influencing steady or cautious, plus maria’s sixty seconds style stop between the shows. I have some thoughts on creative sorry between the guests there’s only one show you’re listening to one show, but between the guests on the show ah, creative. Thank you’s for your year end giving let’s do a little live listen love quickly before we go to that. The interview with karen wister, bridgewater, new jersey, sewell, new jersey and winston salem, north carolina all checking in live listener love to you i’m wondering if winston salem might be our friends at blackbaud the hosts of that bb con conference here is karen wooster. Empower your volunteers. Welcome to tony martignetti non-profit radio coverage of b become twenty thirteen. We’re outside washington d c at the gaylord convention center and my guest is karen wooster. She was the opening day keynote. She is ceo of wreaths across america. We’re going to talk about what that organization does. Why it’s been so successful and while you were ah fitting keynote karen brewster. Welcome to the show. Thank you. Thanks for having me, tony. Actually, i’m the executive director. Exactly. Director okay, he’s across america. Reason america is a five one c three. Our mission is to remember the fallen. On of those that serve and most importantly, to teach our children the value of freedom and i was so honored to be asked to come, we recently have begun working partnership with blackbaud just because we’ve had such good growth, and we want to make sure that we maintain a good personal connection with our supporters and the tools that blackbaud is is sharing with us will enable us to do that. You have had terrific success. Thie organization was founded in two thousand six is that right? Two thousand seven way came into being a five a one c three a little differently than most organizations we actually we’re a family project that began in nineteen ninety two the worcester family is a well known name and the christmas wreath business, and in nineteen ninety two we actually overbought product christmas trees and my husband, you know, it was late in the year to be put them on the retail market, and my husband recalled a trip that he had one toe allentown is a paperboy when he’s only twelve years old, and he thought it would be nice to be able to say thank you, because we live in a land of the free, and that enables us to do whatever we do, whether it’s it’s on the retail market or whatever, you know, have ah fund-raising group are just give back yourself. You couldn’t do that if you lived anywhere but the united states, so now he was headed to allentown, pennsylvania. No, i’ll international and he actually he wanted he wanted trip. There is a paperboy to allinson down in d c and he remembered that so he wanted to give those res too be placed on the graves there as a thank you for our freedom. You have to forgive me because i come from new york, so i have the new york accent and i have i have no access to do it. You’re right. I always said i’d say that two way needed translated, tony think new yorkers speak the most pure english in the country, but well, they’re very direct. I’ll see probably don’t agree. All right, so he was headed tow. I’m sorry. Go ahead. So he recalled. Well, actually recalled that trip that he wants. Valentine is a paperboy when he was only twelve. Okay. Wanted to see those? Res a za thank you to the fallen soldiers. And and he got permission to do that. He took a couple of kids with him and went down. It took them all day to place the reason the graves and it made a huge impact on him. And when he came home, this is a nineteen. Nineteen he he said, you know, we’re always going to do this. So from then on, it was kind of an accidental gift. And then from that point on, it became something that my family was dedicated to do just as a gesture of thank you for our freedom. Now did he have enough wreaths for all the graves? No, no, he only took five thousand well over there are well over two hundred thousand headstones. Okay, but what happened from that point we are family would make the journey every you know, holiday season. They would take time out. We made the re special from that point on and the family would go down on me with a few volunteers. And it was just a way that our family at the end of the year would say thank you for our freedom in two thousand five pentagon photographer was there at the cemetery when the reason relaid and he took a picture and put it on the pentagon news channel online, and it went viral. And so, by two thousand six of january two thousand six, my husband is funny because he’s never opened an e mail his life and all of a sudden, you know, i’d be checking his e mail and he all of a sudden had about six thousand emails coming off ones and long story shot the people wanted so badly to be involved in in the same show of gratitude that we were doing by placing grease we the ones to reef company started receiving and people working with non-profits will love this. We receive thousands and thousands like ten thousand dollars at once in the mail, and we had to hire somebody to send it back because we were for-profit company people in our listeners not only gonna love it, they’re going to be envious. Well, it was difficult to deal with because we actually did have to send you no send it back and but we did come up as a family with a program where every cemetery in every group that wanted to participate, what we did was we would send them seven reasons. One for each branch of the military and one for pow in my eyes and bye christmas holiday season of two thousand six, we had over two, well, roughly two hundred locations that received those res and at the same time that a family placed reason alinta nw, they place these result of the country. In addition, people wanted to join in just making the trip. So when we left to goto islands in that year instead of it being my husband and two sons and a volunteer truck, it was a whole convoy of patriot god, writers and veterans. And the trip took a week and we stopped at veterans homes and schools and were able to give the message to remember and be grateful. No, no matter what, what your religion, no matter what you celebrate too, just celebrate the veterans that make it so that we can celebrate and have the freedoms tell me, just tell me about the wreaths. What what types of reason? Or they were they made. Oh, well, let me let me just finish. I don’t want to wait, we actually became a five one c three in two thousand seven, just out of demand of people wanted to get involved and so we are operated. It’s totally separate from wooster wreath now was to wreath it’s still one of the largest donors every than in-kind donations but we are run by a board of directors that includes veterans and doctors and gold star moms and all that and so it’s very different and we have seen immense growth. We grow at about forty five percent a year in exit was crazy and it’s just because people want to participate. Alright, so before we get into that rapid growth and what you think, the reasons for that successor what i’m interested in the reeds are they are they live? Breathe there fresh. They’re made from chips, the the tips are picked that don’t have the trees. It’s funny that the gold star families, the goldstein family is a family that’s lost a son, a daughter killed in action, killed in combat, the service of the country. They have a real connection with the fact that it comes from lives stands of forest, the tips they’re made in, you know, buy handmade into the reason they’re adorned with just a simple red ball, which it’s just a gesture of gratitude. But it means so much to somebody who’s place their loved one, you know, buried their loved one in a cold, you know, hyde place to say that burst of life, that little and a gift from somebody, they don’t even know that each one of these reasons now we have reason sponsored, we continue to give the the ceremonial reason, but for individual graves they can be sponsored, and that meaning of life to them is so special it really is. And and so many of the families now journey up to maine and just spend time in the woods where the tips come from that we have a program, that it didn’t start out to be a program, but some of the moms came up and they loved to be in in the woods so much that my husband actually had some dog tags made for them with their loved ones, names on them, and they took him out in the woods, and they put him up in the branches of the tree. And that each every third year those reasons those chips are harvested from those trees made into res that go on another veteran’s grave and it’s such a just a connection to a life of living tribute that it means so much so yeah, they’re they’re all freshly made there. It’s, it’s, wonderful it’s a wonderful program. How do you place the reason? Trying to imagine our they laid on the on the ground or they’re placed it in most places that placed against the stones in some places. And if you go to greece across america daughter organ, you look at the pictures, the picture files, depending on where you are and by the way, this year we will have over nine hundred locations stateside and over twenty five abroad that will participate in reese across america program, we have about six hundred thousand volunteers and remarkable in seven years. I mean, six years, yeah, it’s crazy. Well, let’s talk about that. That rapid growth now, just that number of years you have annual revenue, i think is four and a half million dollars. There’ll be about six and and i’m looking at old stats i don’t i’m looking at the front looking but not looking at the future. One half alright, this year will be all right. So last year was four and a half, i guess. Yeah, and not a very big staff way have about five full time. Um, what do you attribute that kind of rapid growth, too? Well, i think everything that we’ve done way didn’t set out to start a five a one c three to begin with. So it’s very boots on the ground driven. We’re very attentive to the people that add the boots on the ground at volunteers were always amazed because every one of those over nine hundred locations somebody in that community has to say, hey, i want to bring res across america here where nonpolitical we’re nondenominational where all inclusive, we have very few rules so they can have it be very much in tune to the local community. And i think that helps that people in the community participate and every community has veterans. Every community has lost people in service has blue staff, families and gold star families so it’s easy for them to relate to the talking alternative radio twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss our coaching and consultant services a guaranteed to lead toe. Right, groat. For your business, call us at nine. One seven eight three, three, four, eight six zero foreign, no obligation free consultation. Check out our website of ww dot covenant seven 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 for the truth. Join me, larry shop 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, larry. Sure you’re 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 e 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 now, on twenty martignetti non-profit radio, we have jog in jail and even though blue star families, a punctuation, simple words you have to find for us, okay? Bluestar family, a blue staff family is a family that has active duty service member go and gold sta is when when the service members lost lost. Oh, and by the way, i do want to say a lot of people don’t know that this last past weekend was actually go the american gold star mothers weekend national weekend. And so it was an honor for me. I was able to speak at that dinner and, you know, we all all of us that are involved in very much driven by the passion of those moms and, you know, all they wanted to do is remember, you know, they’ve lost their loved ones in service to country so that we can live freely, and i i’ll just tell you a little story of emotional story that happened to me in two thousand seven is this thing began to grow and take on a different rather than just a family saying thank you. We began listening to what the veterans and the moms wanted us to make our message when i was a talent, a national cemetery in section sixty. And for those that don’t know, section sixty is an area in the cemetery where a lot of the men and women who were dying in this current conflict of buried so it’s very it’s, tragically beautiful, because the family’s heir there, you know they’ll be, you go down there, and they’re these rows of tombstones. And there are little kids playing among the tombstones in the and the tombstones air adorned with of a beer can or, you know, somebody’s had or chain are it’s very it’s, almost alive still. So i was asked by a gold star mother who was going to be here first holiday without her son. And she asked me to meet her there. And i was happy to do so when we walk down to the section she had left your teenage daughter there to make sure that nobody else placed a wreath and we sat down together, you know, that downey’s and she put that wreath and she fixed it so tenderly, you know, she just it just meant so much. That was a gift to her son, you know? But when we stood up together, i’ll never forget she put her hands right on my shoulders and she looked me right in the face and she said, karen, i don’t want you to remember my dead son. I want you to remember his life because that’s what he sacrificed and it hit me like a ton of bricks, that no mother’s child should become a digit in a statistic. What she wants us to know is because we have freedom because she’ll never have a grandchild because he’ll never play football again because he’ll never see the dog that she was taken care of for him again and it’s, so important that people aren’t complacent about that. And that is what that kind of passion and that kind of commitment to those families is what makes our organization grow because anything else that we are in this country, we couldn’t be any organization that’s represented here. Bb con that raises money for good causes. The reason in this country that we can do humanitarian things is because we can go to bed safe at night and if we’re in a third world, country or country. This besieged by what we couldn’t do that, and we can’t do that, not because of the politicians in washington, but because of those families who put before that god before anything else, they put our safety and that’s a pretty done important mission and that’s why people can relate to what we’re doing. You’re fortunate to have so many hundreds of thousands of volunteers that’s really remarkable. How do you manage that many of? Well, so it’s amazingly easy, they do so much of the work themselves, they put the ceremonies together, you know, we have very simple rules, we’re not we’re not trying to tell people how to think we’re just telling people how to that it’s important that they dio and that they do remember, and so it’s not really that difficult to manage. We’ve got a crackerjack staff, we asked certainly get a little more high tech at what we’re doing, but i do want to say that one of the things when we decided to put this program together and we came at it from a unique perspective because we did some of the found his head of business background, and we realized that it was going to be very competitive going after those dollars, especially during the holiday season. So we came up with a program that we could work with other five on one c three organization. So we do what we do very much do that we work with the f w’s, american legion civilian patrols and in what ways because are already is old non-profit so maybe they could learn well, and i hope they give me a call because that holiday season is coming up and was so much going on so many natural disasters, a lot of the dollars that we depended on have been used up. What program is with no investment? They can go out and get wreath sponsorships for their local community offer al international cemetery, and a sponsorship is fifteen dollars, that will place a wreath, and i’ll tell you, people given to a non-profit want to see a tangible, you know, they continue to give two causes or for exploratory things and to improve medicines, but they don’t see riel results, you know, there, there on the loop, on seeing results. Those are also important to dio what people like about that program is they give fifteen dollars and a brief gets placed a gift goes to ah loved one. So when an organization signs up with us that res across america daughter, they can go out and do the sponsorships, and their organization retains a full five dollars, of the fifteen dollars, and with no investment, and the other thing is, is such a a way for people to get involved, you know, it’s something that they could do together, that sometimes when you’re so headlong into a mission, that something else that you could dio to still keep you together is a group, but just kind of give you breath and know that you’re making a difference because you can get consumed. And i think that one of the things that i’ve learned from being so involved in this five twenty three it’s not just that you remember, honor and teach but it’s, what you take with what you learnt, how you internalize it and how you put it back on your life. So you have to be a beacon for what you’re learning, and this is a great outlet for people who have gotten so emerged that they’re losing, they can’t. See the forest for the trees, so to speak. Good advice. How would you say you’ve? You’ve managed your growth in such a short number of years, just six years since you b kayman five oh one c three how have you managed that rapid growth? I think in one way we’re really fortunate because what we do is so focus and, like it’s, so easy, fifteen dollars comes in and everything goes out it’s really simple, and then the people had to do a place in the reason it’s, a local community that’s arranging the ceremonies and doing all that. The other thing a big part of what we do is getting those rays delivered, you know, you get the rees made and you know that they’re all going to go here, here, here and here to give you an idea of how fast paced it gets at the end, about ninety percent of what we do will come in in the month of november, over and have to be turned around, turned into res and then delivered and, you know, shout out to the professional truck drivers out there in the country because every single reef it’s delivered. Goes in the back of a volunteer truck that is phenomenal, and this year will be seeing over two hundred professional truck drivers hit the road to take those res from maine to california, you know, and that’s dedication to the american hero and that’s, everybody doing what they can do, and i think that’s so important, you know, one of the reasons that we’re able to manage you ask people to give what they have, you know? So we have volunteers, staff that will come in and help answer phones and do things like that, but, you know, make people comfortable in what they could dio like, i won’t ask the truck driver to handle the computer or vice versa, and so i think that’s, how we manage it is just the good will of people and, you know, the other thing that that we really we’ve had phenomenal growth. Social social media has been incredible for us, and one of the reasons is that were so open to sharing what other organizations are doing. If the u s always doing a fundraiser will put it on our pages and people would say, why would you do that when? You’re competing for dollars, and we’re very true to the mission of support in the military, and the thing is that every person that serves in the military, they’re not excluded from life. You know, i met a burgundy general last year who who lived his life and been in combat, he went through vietnam, you know, he went through the desert storm and he’s to come to cancer, so we’re not afraid to be in this together, so we’re very much about working with the other five onesie threes. We know that we all do well as we go forward together. So you know, if there is anybody out there that’s interested, they can just contact us it reese across america, do it all again. I really think we can help them. We can help each other put some dollars together for a bunch of good causes going into the holiday season. I see lots of partnerships you with your volunteers in basically just empowering them, but giving them a lot of flexibility, right? You with other they know better than may, i would never presume, you know, and i think that’s my dad would say, don’t get above the roots of your raise and i’m a reef make his wife remain, you know, i don’t presume to know, i don’t presume to know what a gold star mother who’s buried your son knows i need to listen to her, i’m not the one that set it up location, you know, somewhere in texas and has to deal with the needs of the local community. So i think that, you know, it’s always important to listen it’s always important to have people not not just make people feel like they’re a part of it, but actually have them be a part of it. And i think it’s those attentions to detail and you know, and i totally understand is that we’re not in the medical field where, you know, there are people that have to have that expertise. What we do is very simple. We need to just stay very aware that we have the best country in the whole wide world. It was paid for, so we need to take care of that memory. We need to teach that pay it forward to at kids and build the character of americans on duitz what we we strive to. Dio what’s the future i know much higher revenue for two thousand thirteen what’s coming what’s coming in the future of what else? I think where certainly at focus is becoming very much on teaching a cz we listen to the world war two veterans, they have so much knowledge, histories. Importance isn’t just to tell people what happened in the past. You know, the people that lived through world war two, when they saw the freedoms eroded and they saw things think you’re so different than but during world what teo, everybody in the country was involved. Every single family had somebody serving in the military, you know, it was a it was a different way for people to come to come together. Everybody was in it together fast forward to today, when only about one percent of the families are involved in the military, and that, you know, it’s all technology where that fewer people are able to keep us safe. But but the big fear is that the rest of the country will lose track of that and lose track of the value of freedom. So the importance of history is not just to tell what happened. Is to incorporate the lessons we learned so that the people making decisions for the future at destined to make the same mistake. So education, how are you going to be doing that? Education were taken. You know, we’re listening to the people that know you. Listen to the veterans. You listen to the people that lived through it, there’s a lot of wisdom and get into the twin and out to the kids. We have online curriculum. We have suggestions all the time. We have a group called the red hatters. Any time that kids get involved and go out and do the research themselves, we encourage them to go into a local cemetery and read the names from the stones of those who have fallen in their own community and then go research it and connect up with a personal story. You know, a good example. We have. Ah, world war two veteran on aboard. He was actually captured christmas eve nineteen forty four during the battle of the bulge. And he’s, a character president, watched survivor. You know, he’s been through it, and when we go on a trip, he’ll often speak to the school kids and we’ll put him up in front of a group of high school kids and that’s a tough crowd, and you’ll see those kids fidgeting and i’m not listening, and then he’ll start to talk and he just talks so plain and i remember one day he was saying that one day what’s his name, sir stanley would too sick, and he actually is he’s been knighted twice by luxembourg and belgium, and he gotta get up in front of the kids, and they were fidgeting away, and he actually that his unit had to surrender and they weren’t happy about that, but when they asked them to surrender and turn in their guns, it was they actually told them he used a different word, but they were told to urinate in the gun barrels, and when he said the other word for urinate, those kids all set up and started looking. He went on to say why, so it would rust the guns out so that even though they were turning those guns over to the enemy, they were, they were rendered useless. He went on to tell about he and another friend then escaped and how they survived for a few days, and he told about coming on enemy soldiers, and they will, they were sitting there. But they had to kill those soldiers to survive. And he was graphic and the kids just went deeper. And the story became so personal that by the time he gets done speaking, we would be trying to leave to go to a next stop. And here would be this eighty four year old man with teenagers, you know, eight deep all around him with questions road that’s teaching that’s connection because they have to understand the reality. You see that’s what the history should be taught about war, not what happened to what date, but what form the character, how what kind of a character is a person that goes through that that’s, the character of america. Can’t we just have about a minute left? In-kind i want you to say, just explicitly, it’s really wrapped up and everything you’ve been saying. But what is it you love about the work that you’re doing with these across america? It’s very emotional for me, it’s no longer it’s it’s a responsibility for me. Now i have six children. I live in a free country where we can i have a business and it came at a cost that is just so extreme that for me i love and i’m very, very close to those that serve in the military. And i’m very it’s very important that we preserve every to most people my age or today the closest we ever come to feeling that threatened was nine eleven. We’ll just close your eyes and get that sick feeling in your stomach again and don’t ever want you kids to have to go through that. So we need to be mindful of those that keep us safe, remember, honor and teach. Thank you, karen. Thank you very much for sharing. Thank you. Karen wister is executive director. Wreaths across america that leads across america. Dot or ge has been a real pleasure to have you as a guest. Thank you very much. Thank you. Stoney martignetti non-profit radio coverage of bb khan. Twenty thirteen. Thanks very much for listening. I was very glad teo, bring that interview today. The fiftieth. Anniversary of the kennedy assassination of course, the president’s grave is in arlington, and we have a live listener. Lots of live listener love going to arlington, virginia there’s a listener there, i wonder if that’s a wreath maker live listener love to you. I thought this was all fitting for this this anniversary live listener level, so to rockville, maryland, atlanta, georgia, montgomery, illinois, san jose, california live listen love to each of you and podcast pleasantries to those listening time shifted to the podcast. We’ve got lots of asian listeners and another north american listener, toronto checking in live listen love, too you’ve got lots of asian listeners and i will send live listen love shortly want to share some thoughts that i have? Ah, as we approach the end of the year about you’re thank you’s for end of the year. Gif ts i host a another podcast fund-raising fundamentals for the carnival of philanthropy and that’s a monthly and this month’s is about creative thank you’s for your year end e-giving there is a link to listen to that on my blog’s at tony martignetti dot com the guests for that were claire axle red she’s. Fund-raising consultant and also the executive director of one justice, julia wilson. If you’d like to get some ideas on creative, thank you’s for your year end e-giving listen to that podcast again. Link is on my block, and that is also at the chronicle of philanthropy website. We are sponsored by two very thoughtful companies. You’ve heard their names before rally bound. They make simple, reliable, peer-to-peer fund-raising software friends, asking friends to give to your cause. As a non-profit radio listener, you will get a discount from rally bound. You can speak to joe mcgee there. I’ve worked with him, and i’ve also gotten to know the ceo of rally bound family pinson two very good guys. Those are the two who i know from the company. Um, they are at rally bound dot com or triple eight seven six seven, nine zero, seven six i recommend them. If you’re looking at software for runs, walks or rides, is that peer-to-peer fund-raising also tea, brc cost recovery supporting the show. Yussef rabinowitz runs t brc. He will go over your past phone bills looking for mistakes when he finds them, which he does over ninety percent of the time. He picks up the phone and fights with the phone company to get you your money back. We’re talking about errors, services that you didn’t order and well above market pricing yourself recently recovered. He was telling me almost twelve thousand dollars for a small non-profit after finding a mistake that went back on their bill three years, so each month they were for three years, they were billed and he can get them. He got them almost twelve thousand dollars back. You only pay trc if youssef actually gets you money back if he doesn’t succeed, you don’t pay him. And that s so it really doesn’t matter how much time he spends reviewing your bills. I have known yourself for close to ten years. I’ve referred him many times and i think he’s worth talking to if you have phone service their a t brc dot com or two. One, two, six, double four nine triple xero xero sefer benowitz, trc cost recovery my pleasure. Now to welcome maria simple you know who maria simple is she’s the prospect finder? Of course she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com her book is panning for gold. Find your best donor prospects now she’s our doi n of dirt, cheap and free and in true indeed, she’s going to stay true that this week you can follow maria on twitter at maria simple. Hi maria simple caldnear tony, how are you today? I’m doing terrific, lee. Thank you very much. We’re talking about thie the disk assessment tool. What is this thing? Disc. So i don’t know. Have you ever had a chance to take any of these sort of behaviour? Or personality assessment tools for yourself. The last one i took was from asking matters when andrea kill stead, cofounder of asking matters was on, and that was about the personality of the person you are asking for a gift and the askar is the solicitors personality. Okay, great. So you know this this particular tool? I of course heard of it for a long time. I know that a lot of career coaches use it, and people in sales and human resource is used it and so forth. And i had an opportunity to take the test myself for the assessment myself at the recent conference on philanthropy that was held here in new jersey, and a woman by the name of carol wiseman spoke and delivered the tool to us and talked about how to use not only how you identify yourself and and where you kind of fall into the tool and personality wise, but again, similar to the test you took to try and figure out. Well, what is the style or the personality of the person i’m talking to? So as a prospect researcher, i kind of found it all fascinating because i’m dealing with more of, you know, looking for those hard facts data, you know, that i can find on the internet and so this kind of weeds in a whole other aspect, interesting that their website doesn’t talk about prospect research. I love that you’re out in the world thinking about the world, you know, sort of from your perspective because the company doesn’t promote this as for non-profits at all, i didn’t see no and, you know, that’s? Why? I thought it was really interesting that that the conference actually set aside, you know, an entire afternoon to being able to really delve into this and understanding not only your own style, but how you might then position on ask to somebody depending on where they fall into the d i s c profile assessment, right? We’ll get to that, i’ll i’ll let you reveal it again. Ah, yeah. The company suggests this as a way of identifying talent within your organization and who to develop a za way of also is ah, way of hiring the right people for the right kinds of jobs that’s, the way they seem to position it right and that’s. Why? I think it is. You so highly by people in human resource is and more of a sales function because they are looking to get people into an environment and of understanding, you know? Well, how can they best, you know, sell on our behalf? And when you’re a fundraiser, isn’t that what you’re doing after all? Absolutely, yeah, i think there are people who don’t like that sales metaphor on i don’t like to take it too far, but i don’t weigh don’t mean sales in a pejorative sense, but you are your i absolutely believe you are selling the organization to people who already know it. You’re selling it for them to deepen their relationship or two potential donors who don’t know it at all, right? And you know this this really ramps it up, if you can imagine in a major gift scenario where maybe you’ve had a couple of conversations with someone, and now you’re at the point of getting that appointment on the calendar to make that ask, right? So you’ve done your donor research, you know, some numbers, you know, their capacity, you know, where they’ve given and at what other levels, and you even have a number. In mind that you plan on asking them for but how do you now couch that? Ask in such a way and deliver that? Ask so that it’s going to play into the way they best process information or the way they’re going to best respond to your ask. You know how? What? What are the things that you need to make sure you touch upon? Depending on what? What type of person you’re speaking to, what are the different types of personalities? All right, so disc stands for d i s c and the d means your dominant. You have? Ah, high sense of personal worth. You’re motivated by directness. And you really linked to a larger vision and a longer term, grander scale so that that is sort of a real general goaded me is okay, go ahead. Keep going. An eye is somebody who’s more people oriented, motivated by social recognition. And they’re really much more focused about connections and people. So how are people? You know who else is involved in the project? And how is this project going to impact people? Eyes for influencer. Influencer, right. S for steady. Uh, so that would be somebody. Who’s really much more of a pragmatic team player? They’re much more motivated by established practices, and they really want to make sure that there’s long term stability of the programming, right? So if you’re talking to a potential donor about something brand new launching or a change in programming, they want to see that that stability taking place going forward, ok, and then sees cautious or conscientious and so they’re much more task oriented quality control. They’re motivated by much more to it here instead, standards, and they can definitely relate to numbers. So when you’re talking to somebody who’s, see, you want to make sure that you’ve got all your numbers in line you’re able to quote, you know, percentage of people affected by your programming. Now the additional percentage is that will be affected. You need to be able to really talk about outcome measurements, things of that nature. These all sound good to me. I would like to be all for these. I wonder where you would fall into this. Can you guess where i might have fallen into the oh, you already got your results. I was going to say i took the assessment, but you have to wait for them to give you the results. They contact you back. You don’t get there. We took the test right on the spot today. Our unconference you had the benefit of that. I took it online and you have to wait for them. Tio, get back to you so i don’t know which i am. I did try to cheat as much as possible so that i could because i want in the quadrant. I’m sure they come out with little quadrant and at least i’m guessing i’m not sure i’m guessing they come out with a little quadrant c i already know how it works. Even though i’ve only spent fifteen, i guess he’s well, quadrant there’s a dot in the quarter. But i wanted i wanted dot in all four quadrants pretty close to the middle so that i could be among all four of these things. So i tried to game, which is possible. Yeah, and in fact, i don’t. There are all four of those in all of us except there’s, one where you’re going to be more predominant and the way carol explained it to us and couched the whole exercise. I thought was great, she said, this is more, like, really measuring your blood pressure, right? So it’s, not so much looking at your height, which, you know, for the most part, doesn’t change over time, but much more so over, you know, if i had taken this test twenty years ago, i might score differently than i did by taking the test just last week. I’m going to guess i’m going to hedge a little bit and guess that you are one of two either s for steady or c for conscientious, interesting i came out a very strong i really influencer i really i think that’s wrong, i think you took i think you answered the questions wrong, you’re not. So i know enough about this that you need to go back and do the assessment again. Trust me, you’re either a steady or conscientious you did a wrong in-kind results. Tony, i know you did it wrong. You need to go back and become either study or country interest because i can’t stand being correct. Well, you know, interestingly enough, i do have a lot of s and see in may, so you’re you’re right in that. All right, you’re being generous now. Okay, well, thank you for that. All right, so so we’re not only interested in what our prospects are or actually, if i’m going to follow the the language of last week’s guest, i would say potential donors and you and i might touch on that a little bit, but we’ll get to that not only the potential donors, but also what i am, right, and then how those two are going to relate to each other. Is that right? Exactly. So you want to figure out well, if now knowing that i’m an eye right, i might be much more inclined to go in and talk to a prospect and get a little bit more chatty than maybe say a dominant person might like to have me sitting there being chatty about other things so they might be much more, you know? Look, i only have fifteen minutes. Get to the point. You know what? What? How can i help? You have it’s going to effect to the overall long term vision of the organization. Whereas i might come in and start talking about who the other people are involved in the project. And you know what role they can play in the project? And i might be my style knowing my style and knowing that everybody doesn’t share that style. I need to adjust my conversation to match what what they’re they want to get out of the conversation because you’re about connections and people and the dominant person might not have time for that. But now, how are we going to assess what the personality type is of the of the potential donor? Well, you know, it’s funny that you ask that because i raised my hand and i asked carol wise in the exact same question last week, alright, look, carol, you know, i’m a prospect researcher, you know, and especially as a hired freelance researcher, if you will, i’m not on staff, i’ve never seen or met with most of the people in researching, how does this play in? And, you know, of course, by the time you’re ready to sit down and have a nasco you’re pretty well able to determine where this person is. And she said that there are even actually some things that you could pick up from somebody’s linked in profile, for example, that could help point you to something, so if you see, um, they’re linked in profile, for example, talks about accomplishments in terms of i raised revenue by x percent if they use, like a lot of numbers in their summary of their profile and describing themselves, she said that that might be a person that’s really more about the sea, you know, relating to the all about the numbers, you know, that when you’re going in to talk to them that you’ve gotta have all that data with you, we have just about another minute before break you got any other any other linked in clues that miss wiseman suggested, um, i think just in terms of also what types of associations or groups that they might belong, teo on lengthen also, if you see that they are more heavily skewed toward their field, being more in the sciences again, there they might be more of an ass or assi, if you see on their profile that they’ve been holding a lot of sea level positions. Ceo seo, you know that those people are probably a hi dee because they’re looking at longer term strategies and visions for their company. Okay, excellent, you know, these are going to be important because a sze yu said, no way, ask the same question. Okay, well, we’re going to keep talking about what’s, their style, and by the way, do they call these personalities or something else? I think they call them behavior styles looks for the tool here while we’re on the brake, and i’ll just double check what they call them, exactly. Okay, we’re going to go away for a couple minutes. Marie and i will keep talking about behavior styles, personally, styles, whichever it is, and then she has her, uh, her sixty second style stop also. So we got lotsa style. Stay with us. You’re listening to the talking alternative network. Oppcoll durney 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. 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. Talking alternative radio twenty four hours a day. Lively conversation. Top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige, no knee author off the non-profit fund-raising solution. Maria simple, the prospect finder we’re talking about what’s their style on what type of style is it? Is it behavior or something else? So it’s it’s quantified here is interpreting normal observable behaviour and it’s either adapted behavior or natural behaviour. So it’s really very much of a behavioral. Okay? And where were people going to find this? We haven’t given them the girl to take the assessment. Well, you know, i think there’s a number of places that people can take this online if you google disc assessment there’s a number of places, the site that i think it’s linked to the particular tool that i took is titi i success in sight dot com and i can share that link on your facebook page if you like, that would be ideal that’s a very good idea. Altum let’s see the right. So how mohr we going to deal with our style versus the potential donors style? Okay, so let’s, take each one of the styles, right? So a d if you’re soliciting them, you want to make sure that you’re very direct in some situations to make sure you’re letting them win and and dominate the conversation. And you’re not looking to really build a friendship with that person, and you have to use the time very efficiently. Um, if you’re soliciting and i, no matter what personality style your you’re soliciting and i you want to make sure that you’re more personal friendly, take time to joke around, have some fun ah, provide recognition and really, you want to focus on talking about people and have a more casual style when you’re talking to an ai now, knowing that you and i and i like how you described that have fun talk about people, you make that one sound that you make that one sound the best, don’t you? Well, don’t you want to be an eye? Because bias coming out now i wantto i like them all i want all okay, so it’s hard for me to make it going. Yes, of course i do. I don’t say a gn s okay. S is looking for security. So you you really need to slow down your presentation and build trust. Give them the facts that they need. Make sure you bring written material and refer to it during a presentation. You know, if you came. To me, and brought me a ton of written material, i would probably just gloss over. I would just want to hear all about the programming. Who else is involved, and the impact on people. Bring me a bunch of stats and reports. I just stickley’s right over, but i want that, okay, let me ask you about the steady before we go on. If, since they’re interested in long term stability, would a brand new project maybe not be the right thing to be soliciting them for supporting? I think if you’re talking about it and couching it in the way of continuing the long term sustainability of the organization overall on making sure that you are really showing sincerity and listening carefully to what they’re asking for and again sharing the benefits that minimize risk, they’re not risk takers. So if they find out a new programme is going to be too risky to the overall stability of the organization, then yeah, that could that could be an issue that could be something that you need to be prepared an objection you be need to be prepared to overcome. Excellent. Very good advice. Right. Okay, what we got for the cautious country interests? Okay, so for this he’s, they’re all about the data, right? So they do want the reports. They do want the numbers. Um, if you can use any kind of flyers with data if you have outcome measurements say it’s an extension of a program that’s that’s already taken place. They do want to hear about all of that type of data. You’re not talking to them on a real personal level, you know, they’re much more business focused, pragmatic on dh. Ah, you want to provide options for them as well, you know, so you need to be prepared to provide options, especially, you know, with the numbers. Okay, excellent. Anything else you wanna tell us about this disc assessment? You know, really? Just, you know, they’re just understand what types of questions maybe to draw out, um, you know what their style would be so trying to, you know, figure out where they might fall. So before you get that, ask as you’re having some additional conversations with them, either over the phone or in person, you know, asked them questions to try and determine. Well, it’s this person going to be somebody that i really need to make sure i’ve got all my facts and figures, or is there someone that’s really going to be much more interested in? Who else is a major donor and at what levels air they donating? And, you know, i want to be in at that level two, just another tool in the arsenal as you prepare teo to meet with potential donors. Absolutely. Um, let’s. See hyre just a couple of minutes left last week. My guest was denny elliot and she’s. A professor. Of ethics and journalism at the university of south florida and one of the ports that one of things we talked about was part something from her book the ethics of asking she has a chapter about language around fund-raising and we she and i talked about this. Her concern is the word prospect sort of objectifies people dehumanizes them and makes it easier for fundraisers, too, treat them in ways that might not be ethical and so that’s, you know, so her preferred frays is a potential donor. So i was wondering if you, if you have ever encountered that any objection to using mean prospect research is what you do and that’s a very widely known phrase, have you ever run into this before? Yeah, you know, and in fact, tony, when i’m doing live presentations on the topic of donor of prospect research, i will very often interchange saying donorsearch research on dh, what was the phrase that she preferred to use potential donor was her potential donor? Um, so when when i’m going through my training’s with other fundraisers, air with boards, i’ll talk about the person as a potential donor, actually the language i’d like. Even better than potential donor is investor okay, so i think that when you’re talking at that level and you’re talking about major gifts, these people are making an investment in the organization, so i will usually counsel my clients and their boards. Tio start incorporating the language of investment. I’ve got to ask you for your sixty second style. Stop what’s your advice on what what’s your style suggestion. Okay, so my style suggestion eyes all about shopping local we’re coming up on a big shopping holiday season on american express actually has a pretty neat initiative, so if you happen to be an american express card holder, there’s something called small business saturday, right, and so it’s the day after ah black friday on dh so this year, it’s on november thirtieth and so there if your card holder, if you go to american express’s web site that they have set up for a small business saturday and you register your card, and then if you spend at least ten dollars or more at one of these participating business small business location, they’ll actually give you a ten dollars one time credit on your statement, so encouragement to shop small shop, local that’s my my style tip for, uh, for this holiday season. Everything’s getting names way of thanksgiving that we have black friday your small business saturday, nobody’s claimed sunday there’s technology tech monday and now there’s ah e-giving e-giving tuesday, which we’ve had a short e-giving you don’t know how long? How much longer is this going going tio into general? Maybe you know what? Maybe we need to come up with something fun for sunday. I don’t know non-profit radio sunday we got to sell it, we got it and they’re simple sunday simple sunday maria sample sunday. Maria semple is the prospect finder. Her sight is the prospect finder dot com. And on twitter she’s at marie a simple thank you very much, maria. Happy thanksgiving and to you too. Thank you. Thank you very much next week there’s no show happy thanksgiving from everybody at non-profit radio. But on december sixth, brandraise to fundraise. Sarah durham is president of communications and marketing, president of the communications and marketing firm big duck and also scott koegler will be turned on december sixth ease, our technology contributor and the editor of non-profit technology news happy thanksgiving to you next week, our creative producer is claire meyerhoff. Sam liebowitz is our line producer shows social media’s by deborah askanase of community organizer two point oh, and there wrote producer of tony martignetti non-profit radio is john federico of the new rules. Our music is by scott stein, and i forgot to do live listen, love for everybody in asia, konnichi wa ni hao on your haserot to our listeners in japan, china and korea. Live listeners love out to you. We’ll be with you all in two weeks, one p m eastern at talking alternative dot com. E-giving didn’t think shooting. Good ending. You’re listening to the talking alternative network. Get in. Get in, cubine, are you a female entrepreneur? Ready to break through? Join us at sixty body sassy sol, where women are empowered to ask one received what they truly want in love, life and business. Tune in thursday, said noon eastern time to learn timpson juicy secrets from inspiring women and men who, there to define their success, get inspired, stay motivated and defying your version of giant success with sexy body sake. Soul. Every thursday ad, men in new york times on talking alternative dot com. 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. You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. I’m the aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent fund-raising board relations, social media, my guests and i cover everything that small and midsize shops struggle with. If you have big dreams and a small budget, you have a home at tony martignetti non-profit radio friday’s one to two eastern at talking alternative 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 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. Talking.

Interviewing Beth Kanter at Fundraising Day New York

Nonprofit Radio for July 12, 2013: Measuring The Networked Nonprofit & Goodbye Google Alerts?

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

Interviewing Beth Kanter at Fundraising Day New York
Interviewing Beth Kanter at Fundraising Day New York
Beth Kanter: Measuring The Networked Nonprofit

Beth Kanter, co-author of “The Networked Nonprofit” and “Measuring the Networked Nonprofit” talked to me at Fundraising Day last month about wide engagement and measuring your multichannel outcomes.

 

 

 

Maria Semple
Maria Semple: Goodbye Google Alerts?

Maria Semple, our prospect research contributor and The Prospect Finder, has free alternatives in case Google Alerts disappear.

 
 
 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s our one hundred fiftieth show, our loki sesquicentennial one hundred fiftieth anniversary today, july twelfth, friday, two thousand thirteen oh, i hope that you were with me last week, i’d be put into pericarditis if it came to my attention that you had missed dan’s donor retention ideas. Dan blakemore is assistant director of development for individual giving at international house. We talked at fund-raising day last month about howto hold onto your donors from phone to facebook and tablet aps. Scott koegler was back he’s, our tech contributor and the editor of non-profit technology news he had info on tablet, apse for event management and fund-raising this week, measuring the networked non-profit beth cantor, co author of the network non-profit and measuring the network non-profit talked to me at fund-raising day last month about wide engagement and measuring your multi-channel outcomes and goodbye google alerts maria semple are prospect research contributor, and the prospect finder has free alternatives in case google alerts disappear. In fact, some of our ideas may even be better than google alerts. Between the guests on tony’s, take two, thank you very much for listening on the one hundred fiftieth show. Very grateful for your support right now, we have the interview with beth cantor measuring the networked non-profit welcome to tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen, we’re at the marriott marquis hotel in midtown new york see, right in times square, the conference is being taken down around us, so there isn’t. You may hear a noise of chairs and tables, and we’re still here where will be the last remnants of the last shards of fund-raising day two thousand thirteen with me is as i said, beth cantor she’s, master trainer, blogger, speaker and author, co author of the network non-profit and measuring the network non-profit cancer welcome to the show. Oh, thanks so much for having me. It’s. A pleasure. Well, yes. You still have a lot of energy into the day. Oh, yes, i always have latto energies. Okay, um, what about the online networks on dh engagement on the online? How do we have accomplish riel? True engagement was a ringing phone to oh, breaking you make you’re ringing phones as well. How do how do we engage online? Well, let’s, take that ringing phone as an example. Well, if you’re really engaging, you’re listening and you’re answering the phone and you’re having a conversation. So instead of just like blasting out your message or constantly saying e-giving ann, ask you know, you’re listening to the conversations that are happening on social networks around your issue, and you’re finding ways, teo, talk to people and and mention your cause and then teo cultivate them to them, become supporters and to become so excited and enthusiastic about you that they go out and they quit their friends. We still have lingering thoughts, though, and lingering practices don’t we about about being maura one way channel way have a facebook page, we’ve got to keep it busy with our content. Wei have a twitter stream we gotta keep it busy with our content. Yeah versus the listening. Yes, yes, and it’s a trainer. You know, it’s really interesting to encourage people to kind of shift their habit. And when i found out this is out of a practitioner level, is that it’s a real change of mindset for like creating your content, scheduling your kant tent and having it go out there? Yes. You need to have that structure. But then this social peace is this more organic time where you’re listening and you’re actually asking questions and you’re responding. And so i actually tell practitioners, schedule those into different blocks actually go in and talk because people have a resistance to like, well, this engagement stuff it’s, like open ended, and i’m not the time for this, and it makes me dizzy. Let’s have a look. Just schedule these twenty minute blocks. Well, you’re just checking in. I mean, that’s the way i do it. I mean, i have planned content. It’s not, you know, occasionally will promote my block post, but i’m always sharing links from other people, you know, that’s another way. I’m constantly scanning through my list and seeing what my different networks they’re talking about and and asking questions. I’m initiating conversations, so i think of it like a in a way, a cocktail party that’s not too big and saying hi, tony, how are you? As opposed to hi, tony. Want to buy my book? You said you mentioned scanning your lists. How do you do you go? About that is i mean, i’m not speaking english, i guess, but on twitter you got on the show have george in jail, a target having to put you in, george, i didn’t think of it, you know, when i do i do that it’s a trainer to i throw a ball at people, do you? Yeah, not a lot of softball, noah squish balls, fisher. Okay, so okay, so i’m it’s just on twitter. You can actually grew similar people. You know, i have one that’s, like thought leaders in the nonprofit world that i listen to you i have ceos of foundations i have, you know, d d geeks because that’s another topic of interest, and so i can actually look at all of their tweets together instead of the whole list. So if i could be very intentional about well, okay, daddy, geek stuff is on my list today for content it’s by week’s theme for content. So i’m going to be scanning has seen what kind of resource is are the data geek sharing that i want to highlight? And maybe i’m writing a post about something about that so i might ask them, you know, i’ve just come across this really interesting article in the new york times that talks about the myths of big data. What do you think about it? And then in on dh then they’ll tell me, and then i might then use that to create a block post. So so there is, you know, so sometimes i create a lot of content based on his conversations, okay? And breaking that down for listeners to the non-profit buy-in non-profits mean, they’re different list might be support our owners, volunteers, maybe board members, similar types of organizations, yes, champions people who influencers talk about the similar similarly working, similarly placed organizations, why should we be listening to the quote, the competition? Well, that was the whole topic of my first book in that organizations you have a couple of thoughts about, yeah, they need to think, like networks and networks are comprised of people and organisations and when we collaborate, there’s more abundance. So, you know, so similar organizations that maybe content from, you know we should theoretically, if we’re all in the animal welfare business, no of sharing each other content helps us all reach that goal faster, you know, and i’ll just remind listeners bethe first book was the network to non-profit and her co author, alison fine has been on the show just within the past couple of months. What’s now, june, alison was on so you could look for alison. Fine. If you want to meet let’s, go up. Let’s say more about that. You know, the so the network non-profit is not on ly. Yeah, not only network to the listen, the groups that are so obvious, we need to be going deeper than what’s on the surface. Yeah. I mean it’s. Not just external groups to it’s also within the organ. Okay. I knew i was headed somewhere. Yeah. Thank you for taking my hand. Yeah. Yeah, well, i mean, what what typically happens, you know, is that they think of social media is the social media person in that do you do this social media stuff? We’ll get a social media volunteer. I’m really needs to be the whole organization with a slightly larger organizations. They get toby siloed in different departments and there’s one person doing it. So i was, like, recommend a hybrid model where there are people responsible for the digital across departments and those people are the ones that are talking to one another. So we get rid of the silos and it’s been scaling and within the whole organization. But that’s not gonna happen unless leadership is behind it, unless what? We have the ability of our executive director’s toe lead with a network mindset. Okay, what does that mean? I guess you’re wondering. Well, i had something else but good what’s the network line well, that’s where they think about, you know, in two way relationship building, listening, being data and form being more transparent, and i’m seeing more more organizations having their leaders do this, they’re actually using social media is a leadership role and listening. You mentioned listening now a couple of times is really needs to be very learning process it has? Yes, a disciplined process is not just this organic kind of thing, and one organization that does a tremendous job of listening is up well, which is an ocean conservation organisation. U p w well, daughter well, and so they work in a very network way in that they do all this listening and monitoring about the chatter that’s going on around the ocean. Conservation and when they spot an opportunity, then the activate their networks of ocean conservation organizations to then distribute content and conversations around ocean conservation. I’ll give you an example. Okay, so they have where they monitor different keywords that are related to their goals. And one of them happens to be sharks. Is there interest in shark conservation? And so imagine this visual and all of a sudden there’s a line and it spikes and that’s, you know, mentions of the word shark on social network shark thing. Yeah, you know, yeah, right. Right, exactly. Back down just right. It’s like, what is that? And so they found that a lot of people were using this hashtag shark week. Okay. You know, on the discovery channel shark week. Oh, good don’t know. Thiss guy swimming in a shark cage and sharks are following him, ok, anyway, so they didn’t know about it. You know, they they found out about what you know that’s. Why the word shark? We learned about it because the discovery channel program and there’s all these people who are interested in shark. So they analyze the the they did a content analysis of the conversations. And it broke down into three ways. So there was a small segment of with sharks. They’re terrified of sharks, people who are afraid of draw’s happening. Shark attacks, don’t bump, bump, bump. Okay, then there were people who were, yea, sharks, yeah, a shark conference conservation that was their people. But that was only a third of the other two thirds happened to be people who were just like sharks, and they say, that’s, an opportunity. We can insert the conversation about shark conservation into this conversation, general conversation happening about sharks, and so what they were able to do is then activate all there other organizations, create content around shark conservation and start to tweet about that. And they were able to actually measure that they did, in fact, increase the conversation about shark conservation, talking alternative radio, twenty four hours a day. Do you need a business plan that can guide your company’s growth? Seven and seven will help bring the changes you need. Wear small business consultants and we pay attention to the details. You may miss. Our coaching and consultant services are guaranteed to lead toe. Right groat. For your business, call us at nine. One seven eight three, three, four, eight, six zero foreign, no obligation. Free consultation checkout on the website of ww dot covenant seven 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 intellect no more it’s time for action. Join me, larry. Shock a neo-sage tuesday nights nine to eleven easter for the isaac tower radio broke 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 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. Very 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 every tower is 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 you talked about breaking down the silos and empowering people throughout the organization to be engaged online, but that comes with some risks. How do we how do we balance that and manage those risks of people’s people within the organization saying things that aren’t in line with the mission? Or maybe they start to become political advocates or something which could be risky for non-profit so how do we balance? Well, you sound that sounds like a common concern of ceos. You right? You know, that’s the common fear first. Oh, my god. Scale social to everybody. Oh, my god. How we’re going to control our people, you know? Well, first there’s, this level of trust, our people, the second thing is we have a rule book known as the social media policy. And then there is a lot of training and support. And on biff it’s, a larger organizations, you might start with the people who are excited about it and that you trust tohave, you know, professional guidelines, etcetera. So the social media policy might have a thing about if you’re gonna be online representing the organization. You want to act professionally, you know, there’s always gonna be some references to the kinds of things you really can’t do on behalf the organization and be in line with the irs, like can’t there’s no partisan politics, really it’s all it’s, all manageable. It’s not definitely just want make people aware that there’s a dozen other side i mean there’s a risk. So well, let me tell you a story about let me, okay, so this is before social media. Okay, so the y m c a summer camp. Okay, all the counselors. Where y m c a t shirts right friday night. A couple of them go down to the bar twenty years ago, you know, throw down a few beers and they were complaints because, you know, what do these there were no u m c a t shirts and they’re drinking, you know? And so so they had to actually and manned the employee handbook to say, if you’re wearing a point, you know, y m c a t shirt, professional contact don’t go drinking at the bar on a friday night with your t shirt on, because that means you’re representing us. It’s no different again, you’re right. I didn’t want to suggest that. Way needed social media in orderto in order to create risks of empowering employees, i just want to get, you know, get your take on how don’t manage those risks. Yeah, so i know you have a lot of fuss about scaling, and we’re going to the next level around social media. What thoughts do you have there? Well, a lot of that is about being able, teo, empower your employees tto leverage their passion in service of the mission. Okay? And i’m gonna actually go backto up well, again, because there’s a great story. Although you have to have a bleep er on your it has a bad word. Say it, and we’ll worry about later. Okay, so there is a young woman that does this social media about part of her job. All the staff do social media up. Well, but her name is rachel, and she loves sharks. Okay? And so she had to find this tumbler community, you know about tumbler blog’s. And it had, like, five million subscribers, and it was, and they all love sharks. Okay? And was called fuck. Yeah, sharks okay. And s o but it was run by these twenty. Some. Um, things, and it was all young folks that just for crazy about sharks like and so they wanted to donate the blogged teo a non-profit and so they called her up, and and they said, yeah, we’re thinking about giving to this non-profit the discovery channel, and they said, oh, no, they’re not up non-profit because once you give itto our non-profit and so then it was brought back and the executive director, it was discussion do we have? Do we own a web property that has ah, a swear word in a part of our institutional do we swear online? You know, is that appropriate? So they decided to give, have the blah go to the employees, and they decided that the employees would buy it for the price of a pepperoni pizza. And so the block was transferred over. So and now rachel gets to spend two or three hours of her job, you know, tending to the sharks bog. So, what did you say the second time? Okay. Latto the block. Okay? Wearing? Yeah. Yeah. So? Okay, so so is that. Is it worth it to get five million people who are crazy about your mission? For the cost of a pepperoni pizza, i should say, right, right, okay, other thoughts about about s so it’s it’s not really based around empowering buy-in the employees, what about the ones who don’t really take to it? Well, i don’t know, maybe because of age or maybe because of culture do we try to bring them along? Or do we just say, you know, if it doesn’t feel right for you, then you don’t you don’t need to know is what definitely can be optional, and i think you have to think about it is a social change process within the organization, so you might start with people who are influencing others and not try to get everybody on at the same time because you’ll be faced with resistance. I’m thinking of an organization that i work at having to work with, and they were scaling it and they were they did departmental road shows where they did this, and at one meeting, i actually happen to be out, one of the senior vp said, i don’t want to be on facebook. Go on, make comments on the organization’s paige, because i don’t want the world to see. My photos of my grandson at chuck e cheese, and then we thought, ah, she doesn’t understand the privacy settings on facebook, so they did some privacy, dettori als and made her comfortable. Okay, so way could bring people along yeah, to the within their comfort level on dh through training. Yes, education help help more people come come along. Yeah, i mean, i actually did a session with the ceos of all the united way’s a california to train them to be on twitter and because it’s part of their strategy tohave all employees, you know, throughout the whole network do it. So they signed me up to do training and on the very beginning, one guy such, i’ll never get on to wit are, but this is the stupidest thing i’ve ever seen, and i’m like, well, luckily, the others didn’t feel this way, but my sort of said to him, you know what? My indicator for success this workshop will be if you get on twitter oh, you even challenged him. Yeah, okay, but you know what? And what? I had to readjust my outcome, that my metric for success was that he wasn’t going to get on twitter but he allowed his employees to do it. Okay, okay, so people can come around. Yes, alright again. Education is that buy-in we also need to be willing to fail at at this from time to time. Yes, and and use those as learning. Exactly learning opportunities. That’s, right? And that’s, you know, especially like i’m thinking about a lot of the organization’s. Here are the it’s, the people in fund-raising and there’s fund-raising benefits right events and so i asked a question, you know? Do any of you do after action reviews? You know what on dh raise their hands is what typically happens. You know way. Get the finger on that finger. But you know it’s your fault the wag a finger? Yeah, black finger. You know something doesn’t go right. It’s all your fault you know three for three tipple reactions to failure that we as individuals have first it’s your fault we blame others or it’s the agency’s fault. We say what failure? You know we deny it or else we blame ourselves for, say, it’s all my fault i’m a disease. It was all my fault. I am just terrible oh, find me on the spot i don’t deserve to live that’s pretty effusive, you know, a lot of practice is exactly exactly so so no it’s based on solve rosen swags research about psychological profiles of how we deal with making mistakes falls into one of those three typology is so we need to understand what is our perp still reaction to failure, and then once we’re aware of it within ourselves, we can understand how that how it plays out within the organization and then we need to make make the acceptance of failure part of our the way we do our work so we can get to the learning i am one of the ways is to do the failure bell. Okay, go ahead, i’ll bite. Okay, so have you ever watched olympic olympians when they’ve made a mistake or a fall like gretchen bealer, the snowboard lady rate or the gymnasts thie, olympic gin or trapeze artist stick or they fall off, right? And when they did, they do this, they raise their hands, so they raised their hands. They grin like a submissive dog and they say i failed. I’m going to move on and learn and so that’s a cathartic release, you know? I mean, i’m going to challenge you think for a moment, tony, about something that you’ve made a mistake. Mina mistake. Okay, i got it. I got it. I saw your shoulders go up and cringe. They’re really yeah. You cringe like gumby. Really? Yeah, yeah, maybe just got cold in here. Yeah, it was a cold breeze, you know, and then so it’s, just something from our childhood or upbringing. You know, i was thinking about something in business money on wisely spent. Yeah, yeah, makes us cringe. But if we’re able to do this let’s go. I felt i felt smile. So my arms are up for those listening to the podcast handup over my head, like our what sport is that field goal? Is that baseball? You know, when i fell football or baseball and then i’m gonna move on and learn what i learned from it when i met, you know, when i’m going to do differently the next time now you can’t run into a meeting late and say i fell. Beth said that was okay. Oh, and those this becomes very interesting what you said earlier about coming. From the top leaders have to be. Not not not just bought into this process, but leading the process so that people don’t fear have don’t have this fear of failure. Exactly, and that’s how it translates from the individual to the team and a lot of work. I just run the article about this for the harvard business review blawg it’s called go ahead, do a failure due a failure bell and it was actually on an analysis of non-profits that have formal ways to acknowledge and celebrate failure, and one of them is to do something group and they do a pink bow, a contest, do something dot org’s yes, i had a guest on earlier today from do something really who, uh, muneer muneer? Okay, well, may might have told you about your panjwani okay, so they dio they will bring a campaign that didn’t do well, they’ll dress up in pink boas and i’ll explain why dim or on what they learned from it. You know, global giving does the biggest loser fund-raising campaign based on the tv show what didn’t work and my favorite one is from mom’s rising, which is an activist organization. They give things a joyful funeral say that again, because they do joyful funerals. Really? That email campaign bomb? Well, time to bury it so that it died. They actually water flowers. And they given in the eulogy and that’s where they are able to reflect and go on to something that’s better outstanding. They even do a eulogy. Yes, yes. On bury the body. About two years ago, i had stephanie strawman back when she had the philanthropy beat for the new york times on she was talking about something that the world bank ran called failure, failure fair, i think or failure fest, belfast cell phone and there was fail fair. Okay, i think you’re saying about failure fail fair, right? Because i think they used in english. Bilich f a i r e you are holding on, but there’s that there was celebrating the failures they had unconference around what didn’t work exactly a nightie and there’s another group called admitting failure it’s a website so like let’s not be zombies and we’re doomed to repeat the mistakes of the past because the funders are funding something and it doesn’t work. Nobody sees that report, and people replicate those mistakes, you know? Okay, you know same. Or is it more you want to say about it? No. No. Okay, really have, like we have, like, another four and a half minutes or so. Andi want kruckel about measurement because that’s, your second book is measuring the network. Non-profit yes, we can. Can you introduce this in a couple minutes? I’m sure they data. We’re measuring. It comes right? Yeah, exactly. So the reason we brought the book is a lot of you know, after the first book, a lot of people are saying, well, okay, so now we’re we’ve changed the way we’re working, but how do we know we’re successful? And i also noticed that there were different camps about measurement most people have is either denial, fear, confusion, and they need to get to that being data informed. So i wrote this book and i actually had sixty two grantees from the packard foundation. I’m visiting scholar. There they were field testing the book with katie paine, my co authors framework. Okay, which is the seven steps of measurement. So the book takes it and puts measurement and very human easy to understand language that can help organizations go through a process. Tio measure and figure out what’s working and what’s not working with their social media and to improve it and to get better results. Okay, we can we just have time to really scratch the surface of data of this kind of measurement. What’s the easiest place to start that we could talk a little bit about in just a couple of minutes. Okay, the best. The easiest place to start is don’t try to measure the ocean if you don’t have the resources to measure the ocean, just measure one beach. Start with one simple campaign. One project, one channel. Figure out what they outcomes are for success with the one metric is for success collectibe months worth of data on that. And then actually sit down and look at it and figure out what, how you could do it better. Okay, we could we could talk a little more. We haven’t. I said, like, forty minutes ago. I’m about to give you the two minute version. We got a couple more minutes. All right. You have the luxury of time here on the morning. Okay. Three more minutes anyway. Let’s, let’s, go a little deeper. How do you how? Do you start that process? It’s going to start with? We’ll doesn’t let me ask, does it start with what were the goals of the campaign? Well, it starts with defining success, okay? You know, you know, social media is not engagement for engagements say even though engagement is really important but engagement to do something, you know, what is the outcome? Is it is it to raise money? Is it to change behavior isn’t to change legislation, is it? Teo, you know, tio improve relationships with donors, you know, is it to learn something? You know what? What is it? Why are we doing this and really home that in and once you’ve to find that what is the one metric that we can collect? That’s gonna tell us that we’ve been successful doing this, knowing in advance? Yes, yeah, we’re still in advance of the campaign. Yes, exactly symmetrical joined and social media could be about generating more conversations with the example i gave you about shark conservation, you know? And if we’re looking at you gnome or more now we’re seeing social fund-raising, you know, so if the ultimate result is more dollars raised, we know that in order to get more dollars, razor has more engagement from our engagement. We have two better relationships with our donors. We have people have to know about us. So you have to have this whole ladder of it of engagement and need. What? What the benchmark is to convert from each rung and then relating that to your what? How are you doing this? What kinds of conversation starters are you using? How are you doing your influence? A research and making it better based on that data that you’re getting right, being willing to recognize that there there are better ways is to have done it. Yes, not. We’re going to do with sam away. Okay. Anything you want to leave people with, we have just a minute left. Maybe a final thought on measurement. Yeah, i think that my final thought is that i think you know, the keys to success of being a network non-profit is to be networked, use measurement and make sense of your data. Okay. I also, like not being afraid to fail. Yeah. Yeah, sure. Making sense of yours, you know, making sense. Your data part of that is don’t be afraid. To fail. Okay, good on. Learn from it. Okay. Beth cancer. Master trainer, blogger, speaker, author network non-profit and measuring the network non-profit beth where’s your blawg it’s ah, beth catcher dot org’s just google. Beth, just go to bed and i show up number after kiss beth but if you need to go further cancerous k and tr thank you very much for being against great. Thank you so much for having me. Pleasure, it’s. Tony martignetti non-profit radio coverage of fund-raising day two thousand thirteen which has been taken down around us if i was to pan the camera now you see bare tables no more pipe and drape no more nice bunting, no more flowers, your table’s being wheeled out on carts and basically an empty room with lots of trash around that’s what’s left of the last remnants of fund-raising day two thousand thirteen. Thanks very much for being with us. My thanks to beth cantor and all the folks who helped organize our appearance at fund-raising day two thousand thirteen, we were on the exhibit floor doing interviews for the show. We go away for a couple of minutes and after we come back tony’s take to my gratitude and maria simple goodbye, google alerts. Stay with me. E-giving anything tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network duitz e-giving. E-giving good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio and i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef duitz oh! Bonem welcome back to big non-profit ideas for the other ninety five percent. I’m sorry, i can’t send live listener love this week, even though it’s the sesquicentennial we’re pre recording this week. But of course, live love going out to all our listeners in asia, japan, china, south korea. If if if our friends from buenos aires around ola alejandro francisco, california, north carolina, new york, oregon, those are the frequent listeners texas checks in from time to time. So but live listener love to everybody who’s listening. Thank you very much for listening. And tony’s, take two is my additional thank you for being supporters of the show. This is one hundred fiftieth show we started in july two thousand ten, and i’m just grateful for your support week after week. For those of you who get the email alerts, i thank you for letting me into your inbox every thursday. Thank you for that. Um, just, uh, just grateful. Stay with us for another hundred fifty and that is not on my blogged at tony martignetti dot com it’s just coming from me. And that is tony’s. Take two for friday twelfth of july the the twenty eighth show of the year. Maria samples with us to talk about the possibility of google alerts going good bye. How are you, maria? Simple. I’m doing well, thanks. How are you today? Terrific. Thank you. We know maria she’s, the prospect finder she’s a trainer and speaker on prospect research. Her website is the prospect finder dot com and her book is panning for gold. Find your best donorsearch prospects now, she’s our doi n of dirt cheap and free you’re gonna prove that today is gonna live up to it. You can follow maria on twitter at maria simple. I see some disenchantment with google alerts is that is that part of the problem? Yes, you know, there has been some disenchantment with it. I’ve been seeing other colleagues in the prospect research profession kind of complaining about the alerts not working as well and so forth. And, you know, i had found that myself and we’ve talked about this before, right? Tony on your shows where, you know, talk about how to tweak the alerts and maybe you’ll get it more results. But now i’ve actually started seeing some articles in recent months. Ah, nothing. Has been confirmed by google that i could find on their own website that have said that a google alert might actually be dying off. It might just go away. It might not be something they offer anymore and got me quite concerned because it seems like they’re not really maintaining it because the number of people are complaining that the number of alerts they’re getting has been reduced and the number of alerts within each message has been reduced and the ones that they’re getting are not so good quality, not not like they used to be, right, exactly. So i thought, well, there must be some alternatives out there and fortunately, some of the articles that i referenced which, by the way, i can provide those article links if you like, on your social media sites telling readers, will have access to them, they gave some interesting alternatives, and i started playing around with them a little bit myself in preparation for today’s show, so i thought we could just sort of talk about what some of those alternatives are and also what you want to be setting up alerts on, right? I’m sure that we can do that so what you’re promising, i think all free, all free ideas today. Yeah, well, i’m gonna provide you with some alternatives that all have free components to it. Okay? And then if people feel like those alerts aren’t yielding enough results, they could always go with some of the sea based resource. Is that those components also offer? So e i give your listeners options? Shall we? Ok, there, our listeners, maria, our listeners please share that share the lizard shared listener love. There are listeners. Okay, so, uh, what’s the first one you wanna talk about? So one interesting when i came across that i’ve been testing for a few weeks, actually is called talk walker dot com uh, so they have free alerts that you can set up, but they have a fee based online service. But from what i have found in using it for the last couple weeks, i’ve been getting alerts from them on the same exact alerts that i had set up on my google alerts account, and the results definitely have been different. I can’t say that. Okay, he’s not supposed to be that way. But if google is not keeping up maintaining its alerts than i guess. It’s, i guess that’s the explanation. Okay, so so what is it you like about talk? Walker? Well, i like the fact that you can set those alerts for free. You can still have those alerts delivered to your email inbox. So again, it’s sort of that push technology that we’ve talked about in the past set it up once. Once you’ve got it set up the way you want it, it’ll just keep delivering those those results to your inbox. So i really like that feature very much on talk walker. Also, you can set it up to be able tio send it to you as an alert as often as you like, you can set it up, you know, once today, as it happens or once a week. So you’ve got a few options there and how often you get those alerts delivered very much like google. So i think anybody who’s familiar with google alert, they’re going to find this interface to be very similar. So the interface is is similar, but the quality of the results is much better. Your seeing a difference, obviously, yeah. I have been seeing a difference, i’ve been finding more alert that air coming through where there are mentions on blogger on dh, some other social media related sites, so i thought that was definitely kind of interesting there, you know, how those alerts air coming through and how it seems to expand upon just the number of sources that it seemed to be picking up on, for example, i haven’t alert set up on my name and there’s an author, maria sample, we’ve talked about this before, and, uh, so i was able to filter out the results where her book title was also mentioned in the search results, much like i would do for for a google alert, for example. So is the shortcoming that you see or part of the shortcoming that you see in the google lorts is that it’s not indexing in searching blog’s or yeah, this is part of a defensive services that i’ve looked into seemed to be covering more on the social mentions side, which, you know, could be really important for a non-profit to be monitoring when they’re, you know, looking to monitor their own brand or who’s talking about them on social, so i thought that was really pretty cool. Okay? And you’re not seeing those results on the google alerts. Not as extensive. No. Okay. Interesting. So you’re doing side by side comparison because you said the alert your setting on these test sites are the same as the ones you have set for google. Okay, avery, right. And the only one that i set up for the last few weeks is on the talk walker site on the others too, that i really kind of tested out in preparation for today’s show. I didn’t mora’s, you know, live looking at the search search results tonight, i did look atyour name to see where some of this came up on social one of the other sites that that we’ll talk about called mentioned dot net. Is that the only one where i definitely different is that the only one where i appeared is unmentioned or that’s? Only one where you set the alert for may? I said it i that was the one where i set up the the alert for you on dh then yeah, definitely. That was one where i set up toe look at tony martignetti and i’ve noticed something that came up on philanthropy dot com for you, and this is on mentioned dot net this’s going, we haven’t talked about yet. Why don’t we move someone? We moved to that one since ah, it’s, it’s all about me and thiss must have been the most interesting a sight in your searcher and you’re testing because that’s the way so was it mentioned dot com it’s actually mentioned dot net. Okay mentioned dot net? Yeah, and so they had a neat analytics tool is built into it. You can get emailed alerts, which i did not set up the email alerts. I just kind of monitoring what was going on on the site itself. Um, the alerts can actually be shared with a team of co workers. So, i mean, think about this in a team of non-profits i mean, a non-profit development team or ah, development committee or something like that in a smaller non-profit where you would want to make sure that people were also sort of aware of where your key donors might be mentioned or where your organization name might be mentioned. So i thought that was a pretty neat feature. Yeah, saves you having to. Get the e mails and then forward them to people, right? Exactly, exactly. But i understand you weren’t you weren’t getting using yours? Yes, i did come across some mention of the tweet you had sent out about listening toe episode one forty nine i saw you mentioned on ah blawg for n green non-profit dot com i saw your mention on philanthropy dot com where else could i see? Do you do you know a person named david? Dear inger no, i don’t attorney no, no. Well, yeah, he was talking about me and i appreciate it. That’s fine. I’m happy to have people talking about me. Who? I don’t know that they’re the ones who’ll say the best things they don’t they don’t know me that well. Um okay, so so this actually goes into tweets too. But but now i send tweets under my name. Many a day like i don’t know it doesn today or something, would it? Would it not be finding those for some reason? Or is it only people talking about me? Not me, not not my own content. Maybe that’s it right? So it was i just did it on your name. I didn’t do it on your twitter handle, i did it on tony space martignetti is what i’m having a track on mentioned dot net on dso it tell it told me that, for example, seven hours ago is when you tweeted out that tweet about listen toe episode one forty nine you know, etcetera, so it’ll it’ll tell you how long ago this mentioned was also mentioned online are xero so, you know, i just thought it was definitely something that could be interesting for organizations you know, where this got me to really thinking it could be fascinating would be an article that i read, i don’t know if you you picked up on that in the june issue of the chronicle of philanthropy, and that particular issue talked a lot about raising money online and one of the things that kind of to the forefront. For me, the ability to use these alerts was the organization, the environmental defense fund. I don’t know if they’re listener of your show, but it turns out that the article mentions that they’ve trained their data specialists to scour the internet to find out who is advocating on behalf of the organization online. And then they conduct research to find out what would swayed the activists to make a first time gift and then give again okay, so you know, that got me to thinking, well, this is just sort of a way to find out who’s talking about you, perhaps start connecting with them online, bringing it to the attention of your front line fundraiser that you’re being talked about by this particular person, and this could be a real advocate. This could be somebody you should get to know. Yeah, for sure using i mean, that’s the value of the prospect research, right? I mean, they’re they’re feeding their feeding the pipeline with potential prospects with right suspects, become prospects or suspects could could become prospects. Okay, absolutely. Now, do you see differences between mention and talk? Walker? Yeah, definitely the interfaces is a lot different and, you know, i think that people just take a look at it and see where they’re you know, most comfortable they do have a zay said they also provide that emailed alerts and analytics tool, and this company actually does provide certain levels of service so that you can have plans, they range from six, ninety nine a month to sixty five dollars a month. And so again, there, if you’re finding that you really like this service, but you’d liketo have many more search results than what you’re getting or you want to track a lot more alert than you, you know, maybe you’ve got a twenty donorsearch teams you want to track or something like that, then you know, you you might have to go into some of the sea bass services. Okay. Okay. So there’s limits on the number of alerts for the for the flames. Fundez limit the alert. Okay. Okay. We have about a minute before we go away for a couple minutes. Another site you want to talk about besides talk walker and mention yes, there’s another one called social mentioned dot com and, uh, they have set up that is a gun similar to setting up your google alerts in terms of being able to set up in advance search, like the filtering service. And before we go to break just a teaser, i’ll just say to your listeners, come back because you want to know what we’re talking about here when we talk about a passion score for, uh, for social mentions. Okay, look at maria, give it doing little outro to the break that’s. So that’s, so skilled, passion score sounds, sounds pretty cool. We have passion in the studio every every week, i believe, okay, we’re going to take that break that maria just brought us into, and when we come back, she and i’ll keep talking about the alternatives to google or it’s, just in case they go away, and to me, it sounds like even if google lorts doesn’t go away, she’s got alternatives. That seemed better, so stay with us. You’re listening to the talking alternative network. Dahna 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. Altum 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 monty taylor. Dot com. Talking alternative radio twenty four hours a day. Welcome back to the low qui loki sesquicentennial, loki, sesquicentennial show maria, why don’t you tell us what the what the passion score is at social mentioned dot com so the passions score as they define it. They say it’s, a measure of the likelihood that individuals talking about your brand will do so repeatedly. For example, if you have a small group of very passionate advocates to talk about your product or brand all the time, you will have a hyre passions score. So imagine in a situation where you’ve got people who are who are just really, always tweeting about your organization. Uh, i mean, these are people that are right there at their they’re advocating their retweeting your stuff, etcetera, this’s something that you want to be aware of is and this is free. We could get our passion score for free from social mention dot com. Yes, you can. Yes, you can. Okay. Absolutely. So, for example, i had gone in and just on a search and put in my name in quotes like i would on an advanced search of for google because i wanted to search for maria semple is a phrase, and then i wanted to knock out any of the search results where that other author was mentioned, so i knew what keywords to put in there to knock out the results, and i came up with a very interesting set of searches search results, i should say that included photos that were taken of me speaking by others and posted on flicker ah, video that i had created and placed on youtube. Um, what else did i come across other videos where i appeared like a non-profit times interview, so i just kind of left it open for all dates, but you could also if you find the search results are you are too high, you can also filter it down and say, well, i’m also only interested in seeing, say up to the last thirty days worth of results as to where your your mentioned excellent so you want to share your passion score? Actually, it said it was fifty percent when i did that search in that way, so i thought that wasn’t too bad. Ok, i’m going, i’m going to try this one. I like this one on dh if my passion score is higher than fifty, then i’ll reveal it. And if it’s not, then we’ll just forget about it. Yeah, they talk well, let me set up an alert and fortunately, um, right now they’re alert service is disabled so you can go to the website without having toe log in and create an actual account or anything, and you can you can go ahead and do a search on social mention dot com and see what the search results are and trying to filter them down. But in terms of then linking that particular search up to be constantly sent to you through email, we talked about before their alert services currently disabled. So i hopefully i mean it says it’s coming up in the next week or so, maybe they’re just revamping it, making it bigger and better. I’m not sure, but that was that was a little disappointing to see. I couldn’t actually test the alert feature. Tio it’s good, you know, for listeners to understand we’re recording on tuesday the ninth so by the time you listen, maybe we’ll be back up. But it sounds pretty cool, but can we get the passion score without the alert feature being up? Yeah, yeah. So i just went to social mention dot com i put in the search that i was looking for, and it came up with a passion score. And then they come up with something also called a sentiment score. Oh, and they say that that’s the ratio of mentions that are generally positive to those that are generally negative. And i have no idea how they define positive versus negative. But ah, this was out of the search. The thirteen let’s see out of the twenty six mentions, they gave me a sentiment score of thirteen xero meaning that i guess it was mostly a positive, i hope that’s what the issue is not okay, i hope it’s positive to negative not negative to positive for your for your benefit. We’ll tell you what. Why don’t you just do a little have a little fun? We only have a few more minutes and i still won’t talk about what you should be monitoring. Why don’t you put my name in quotes in social mention dot com let’s see what we come up with, like passionate zoho are put it in it’s tony martignetti passion version and see what we come. Up with versus the other one sentiment and okay, but let’s move let’s, you and i will get to that before we get seven percent passion score. Tony, i killed you. It’s around it’s? Not even close it’s not even close. It started in close. It’s a route cream your clothes wear matter-ness metrics. We don’t get too excited about this. Tony martignetti a seven percent passion scores your sentiment score came up as three, two, zero, three. All right, let’s not talk about that sentiment score clearly is not acting. I’m looking at things in here from fund-raising day in new york. Somebody’s gotta blogged on youtube videos about you. Well, clearly the sentiment score that’s inaccurate. So we dismissed that that that that function, that function is not working clearly. So don’t pay any attention to what you get for the sentiment score the passion scores very accurate. But you know, these vanity mary-jo vanity that you believe that these air vanity metrics we don’t pay that much attention. I killed you, but we’re not paying that much attention. Really, teo, vanity metrics smear. But they’re not really that important. Let’s talk about what? What we should be. Monitoring? Because only have a couple minutes left. What should we what should non-profits be paying attention to and setting in these different, uh, adi’s different sites. Okay. So the name of your organization again here that will help point you toward people who are advocates on your behalf. You should be setting up alerts on your top donors. Think about reasons tohave to send out and reach out and have a touchpoint with your donors that don’t involve asking them for money. So this might alert you to wear. Your donors are mentioned in the press. It might alert you, teo, on somebody having ah, major appointment or advancement or appointment to a board of directors somewhere. So your top donors, the companies were your donor’s work. So again here, if that’s important for you to also maintain a relationship with the company because it’s a large corporation or if it’s one of your donors, private companies that’s almost more important, i think because whatever is happening in that donors world related to his his or her private company, you’d want to know about those those major, you know, advancements in the press, for example. So again here, it’s an opportunity for you to perhaps pick up the phone, send out an email, sent out a card somethingto have some sort of a touchpoint thatyou noticed, right? Andi could add foundations to that too, for the same purpose, right? We like. We like to keep in touch with foundations just like they’re people because they’re they’re staffed by people so foundations that are funding you, you might find a reason to write to them and you’re not, uh you’re not sending ah request for, you know, a grant grant proposal. Exactly. Okay, we pretty much have to leave it there. Maria. Excellent advice, as always. Thank you very much. You will find maria at the prospect finder dot com and also on twitter at maria simple. Thanks, maria. Thanks so much. Next week i’ll have another fund-raising day interview for you. I don’t know which one quite yet. My voice just cracked. They’re a little bit for you and amy sample word comes back she’s, our social media contributor and the ceo of non-profit technology network and ten have you liked our facebook page? It’s another vanity metric. I know, but if you can, if you can make your way over there. Love to have your like this is the last time i’ll ask for a couple of weeks at least, insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen each week, if you’d like to talk about sponsorship for the show, you can reach me through the blogged. 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 he’s, the one who enabled me to get all that audio and video from fund-raising day. I hope you’ll be with me next friday. That’ll be the nineteenth. I’ll be back in the studio. We’ll be at talking alternative broadcasting at talking alternative dot com. E-giving didn’t think shooting. Good ending to do. You’re listening to the talking alternative network. Get in. Cubine are you a female entrepreneur? Ready to break through? 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You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Hyre 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 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? 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