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Attorney Thomas Wassel, partner at Cullen and Dykman, says nonprofits often make mistakes around employee versus independent contractor (it’s not enough to pay them by invoice!) and when bringing in volunteers and interns. We’ll keep you on the right side of the law. (Originally broadcast on June 6, 2014)
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d grow a ganglion cyst if you handed me the thought that you missed today’s show labor law attorney thomas was cell partner at cullen and eichmann says non-profits often make mistakes around employee versus independent contractor it’s not enough to be paying them buy-in voice and when bringing in volunteers and interns, we’ll keep you on the right side of the law. This was originally broadcast on june sixth last year, and iris helps your marketing heat coach. Tomb is a c p a with wagner cpas. He’s got ideas for using your form? Uh nine ninety in your marketing. It does have a purpose that was originally broadcast on september twelfth. Twenty fourteen so today, it’s law and taxes which on non-profit radio are never boring on tony’s take two. Start your plan e-giving here responsive by pursuant full service fund-raising you need more prospects, they’re smart technology will find them pursuing dot com here is tom marcel and labor law. I’m very glad that subject of labor law for non-profit springs tom will sell to the studio. He’s, a partner in the law firm cullen and dyckman in garden city, new york. And in new york city, he’s been advising employers on a wide range of labor and employment law matters since nineteen eighty three. He is president elect of the long island, new york chapter of the labor and employment relations association. Thomas l welcome to the studio. Nice to nice to be in your studio, tony. Good to see you here. I’m glad we could do it face to face. So employees versus independent contractor, it turns out, is not enough to just pay somebody buy-in voice. And then, while love they’re they’re an independent contractor. That’s absolutely enough if you want to get into trouble. But it’s not enough if you want to do it right. Okay, basically, whenever one person is performing services for another person or another company, the presumption is that there are an employee and that with everything that that entails, including federal taxes, state taxes, worker’s compensation benefits, unemployment insurance benefits, employee health benefits, things like that in order for them to be classified properly as an independent contract that there’s a number of tests that they need to meet and if they don’t meet those tests and accompany miss classifies employees big trouble with the department of labor. Okay, we’ll talk about the misclassification ramifications, and so now we’re talking about federal and state, the the where where is this test? This test is from the i r s and then and then well, is that the eleven points is that from the irs? Absolutely the irs the internal revenue service has an eleven point test, which is used for determining whether or not you have to take out taxes from people’s wages, okay, but every state also has its own version of the test. They’re they’re pretty similar, but in terms of whether or not you need to contribute for worker’s compensation benefits or unemployment insurance benefits, and they all apply pretty much the same type of tests to determine the employee status. Okay, so it sounds like you’re in pretty good shape if you’re following the irs test, which we’re going to talk about, but you still need to enquire at the state level or or you’re not, because you’re not a hundred percent safe if you’re doing. Following just the irs that’s, that’s absolutely true in other words, each state can have its own rules and merely complying with the federal law that that’s fine in terms of federal taxation. But certain states have have stricter rules with regard to treating people as independent contractors versus employees. So you need to see counsel in the state in which you practice. I practice in new york, so you know, my comments about any law would be limited to anything in new york state and federal law. Okay, we’ll stick with the federal with the caveat that you should check the state level, but you’re on your you’re well, on your way if you’re if you’re complying with the irs regs, i imagine, absolutely okay, okay, so are we these these eleven items? Eyes is basically around the relationship between the employed, the non-profit and the person doing the work. Absolutely the key elements in the test without without trying to go over check checklist abila talk on some of them were good, some of it’s, a degree of control that thie and i’m going to go. I’m going to use the term employer here, even though we may. Say it’s a contractual relationship, okay, but no, we’ll say or the employer of the company, the relationship between the company and the person performing the service is in an employment relationship. For example, the company tells the employees where to work, what time to show up what their duties are? Ah, and what do they report to who they’re going to supervise if they’re going to supervise anybody? Things like that in a relationship like that that’s that tends towards the employer employee relationship as opposed to an independent contractor for an independent contractor, you basically say here’s the job, here’s here’s, what i want you to accomplish, maybe cem general guidelines do it when you think it’s appropriate, although there may be deadlines set, but i’m not going to tell you how to do it. I’m not going to supervise you on a day to day basis. I’m not going to provide you with the materials to do it. You do it on your own and i’m simply going to pay you a fee, which is another important distinction there the fee basis versus an hourly or salary type basis? Okay, we’ll get to that. You you touched. On something that i want to explore a little bit, the place where the work is done. So you you can’t have the person always coming to your office to perform the work, know that you can’t have the person doing the work in your office. But it really that would depend on the nature of the work. For example, if, if you if you have employees doing the same work, and now you’re going to bring in somebody else from the outside to sit alongside your employees and do the same work, well, that’s an indicator not not it’s, not a single point test but it’s, an indicator of an employer employee relationship. Now, if this person has his or her own business on the outside, has business cards may work from more than one company at the same time, or one after another on it, since you’re simply hiring that outside company to perform services for a limited period of time, well, that it tends to lean more towards the independent contractor relationship. How do we balance these eleven? Which we’ll get into some detail about some of the others too? But is it ah, like majority, if you have, if you have six out of the eleven year okay, andi it’s going to go one way or the other based on a majority? Or how does it work? Well, there is no bright line test. Those lawyers like to say, i think to some extent you apply the duck test if it looks like a duck and walks like a duck, and quacks like a duck, it’s a duck it’s very fact specific and a trier of fact, whether it would be through the department of labor or worker’s compensation board or in a court of law would look at all of these factors and say, well, okay, the control factor tends to lean towards employees, but the independent company factor tends to lean towards independent contractor and way all of these factors together, and then come up with an answer. Okay, so these eleven points are are the things that iris is going to consider? This is what they’re going to look at, and they’re going to put it all together. And they’re going to make a decision. Absolutely. Okay. And i guess it would work similarly at the state level. Like when you mention department of labor. We’re talking about the state department of labor could be state of the state or the united states department of labor. There’s both and and they’re very interested because independent contractors aren’t entitled to overtime or minimum wage or anything like that. You you pay them a fee or you pay them. You pay a company a fee to do something and that’s. Fine. But if their employees and they work more than forty hours in a week, they’re entitled to overtime. Yeah, we may have time to get more into that. Right. Okay. Um, i think we will. Actually, um, what are some of the other side? The other factors in these in these eleven points? Well, as i mentioned it’s the ah it’s. How people are paid. Yeah. That’s a good one. Sorry. Let’s. Talk about that one. The fee versus fee versus salary. Right. Well, typically, an employee may get an hourly wage. May get a weekly salary. It’s generally, the relationship is often not always but often sort of. Open ended that is to say, we’re going to hire you, not necessarily for two week barrier or until you finish this job, but we’re going to hire you as an employee and keep you on, but we pay you on a pay check. Ah, as opposed to an independent contractor who would normally be paid through some voucher system or through through ah, obviously issuing a ten, ninety nine, which is the tax form for independent contractors and might be in a lump sum. It might be in regular payments, but it’s not based on number of hours worked or anything like that that again, depending on how you structure the deal, that would tend to lean more towards employees or more towards independent contractor. What about? I think you mentioned giving someone the tools to do the work so you shouldn’t be giving them ah, laptop tto do the work or or other things or certainly office space dedicated in the office? I mean, that’s tending to look like employment, right? When you’re giving them that stuff? Absolutely. If i say, come into my place of business and i’m going to give you everything you need to do. The job and you don’t have toe put anything on the table other than what i give you that’s the hallmark of an employee, as opposed to an independent contractor who brings their own knowledge, skills and tools to the table and does the job that you’re paying them to do. We’ll go out for a short break, and when we come back, tell marcel and i’m going to keep talking about this and then we’ll get into volunteers and interns, and then i believe we will have time to for overtime for employees you’re supposed be paying your employees overtime. Do you maybe want to turn this off? If you’re listening in the office on monday, only the bosses want to hear this. We’ll get into all that stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Dahna welcome back to big non-profit ideas for the other ninety five percent. Let’s, send some live listener love arco, idaho and orlando, florida live listener love to you very glad you with us let’s, go abroad! Seoul, korea manu haserot, islamabad, pakistan i’m sorry. I don’t know how to greet you in, uh in is it pasha pashtun? Passion is that i’m not sure what, but live listener love to you in islamabad, irrespective of how i would say it in your in your tongue, in your language bonem changing china, always welcoming the chinese lots of listeners. Ni hao, nagoya and tokyo, japan sending you konnichi wa and there are others we’ll get to them kuwait also, i wanted to get to kuwait. Um attorney thomas l let’s see if you’re if you’re the person who’s doing the work is getting their income from a bunch of different places. Is that that’s that’s? One of the factors, isn’t it that’s, clearly one of the factors, and and that would certainly militate or tend towards a finding of an independent contractor relationship? If you hire a company, the company may have its own letterhead may have its own invoices may have its own business cards may have an ad in the yellow pages for those of us who still actually use paper yellow pages or maybe a gn internet list thing nowadays. So if you hold yourself out as an independent company and maybe even filed company tax returns on have a company workers compensation policy, things like that that again would lean towards the independent contractor relationship rather than employees. If you are ah found by the irs to have misclassified people doing the work, would you expect that the irs is going to report to your state department of labor that they’ve found a misclassification? That’s, that’s a really good question, and i get asked that those kinds of questions a lot from lots of different employers, i tend to represent employers, and my understanding is no, they don’t necessarily do that. That particularly if you settle the case, the words that come to you and say you messed up, you need to pay x amount, and if you settle it voluntarily, they’re not going to go broadcasting it to the world so that there could be more agencies to come and knock on your door, because that would discourage you from settling in the first place that’s not to say that other agencies won’t find out about it. And certainly if the case were public, if you would have to go to court, which is a public record and other agencies saw that they could be knocking on your door as well, where do you see employers messing up? Well, it’s again, it’s the any of any of these factors will any or any role these factors? I have clients, and obviously i’m not going to mention names. Uh, i brought you for so it’s um, provocative, the name dropping. All right, i thought i’d like to keep practising law for a few more you’re not retired, they yeah, i have i have clients that have they’ll bring people in and they treat them as independent contractors and they say, well, they’re only going to be here for two months. I’m hiring them for a special project and i say yes, hiring see, that was the key word there on it doesn’t matter if you’re hyre it is a temporary employee or a permanent employee that’s one factor, but not not controlling temporary employees, their employees, so you have to treat them as contractors, and i’ve had a number of audits fromthe state workers compensation, border unemployment insurance division that come in and say you’re not paying premiums to these people because you’re not treating them as employees. Pay up. What? What are the penalties let’s talk about the federal level? What would you expect from the irs if ur misclassifying? Well again? In most cases, if if you own up to the to the mistake, you’ll certainly have to pay what’s owed but safe for the i r s not only will you have to pay what the employers share of the taxes wouldn’t really be, and they also have to pay the employees share of the tactics so security taxes that should have been paid exactly pay both the employer and the employee because the employer messes up, the irs isn’t going to go to the employees and say, by the way, some of that money you got, we want you to give some of it back. It’s, the employer’s responsibility to properly pay the employees. Okay, so the back taxes that were owed, what else? What else might be expect? Well, there, there could be civil penalties involved to or if it was done knowingly over a long period of time, with no knowing that you were violating the law usually second or third offenders, there could be some more severe penalties involved as well, you’re always welcome teo disagree with young arrests, right on contest there, their belief that you’re misclassifying absolutely, you know, just just cause the irs says so doesn’t make it so. But the presumption is that these people are employees, right, and it’s up to the employer to prove based on the law that these people are actually independent contractors. So if you if you want to fight them, you better have a pretty good case. Let’s move teo volunteers and interns what? What are what are non-profits often getting wrong around these? Well, the good news for not for not-for-profits we call them not-for-profits in new york, but non-profits same, the good news for non-profits is that you’re allowed tohave volunteers in the in the in the in the for-profit sector, you basically can’t have volunteers. Anybody who does work for you has to be paid, but in the in the nonprofit sector, you can’t have volunteers, but there are some rules about that as well. The work that’s being volunteered for can’t be the same kind of work that’s otherwise being done. In other words, you can’t have a paid clerical person sitting at a desk and then have somebody else come in and say, well, i’m going to volunteer and i’m going to do the same work sitting side by side the paid pearl really? All right, so let’s, let’s taken example of that suppose closed. You have employees that are preparing mailings. You’ve got a five thousand piece mailing going out and you don’t hyre ah, male house, you’re doing it inside and you’ve got people stuffing in printing, stuffing envelopes, putting stamps on, and then you bring some volunteers in to do that same work side by side with employees. That’s that’s, not a volunteer. I’d be very concerned about that. If i was the employer and i if i was their attorney, i would be tell saying we need to take a long, hard look at this because again, people sitting side by side, some people are being paid. Some people are, quote, unquote, volunteering very dangerous situation, even if the volunteers volunteered. I mean, even if they walked in and they love the mission, they’ve said, i want to help you. How can i help? And you said, well, we could use ten hours on, you know, over the weekend to put this mailing together well not-for-profits tend to be generally charitable, religious or religious organizations and the servant public purpose and that’s why they’re allowed tohave volunteers to some extent, but to the extent that you’re basically just doing the same work as other employees and saying, i don’t want to get paid for it, the law doesn’t really sanction such things. Oh, my, okay, i got to take a little tension because you mentioned for-profit companies, and i’m interested in that on the intern side. What about all the unpaid internships that are coming right now? It’s, it’s, summertime, what about those? Well, and you read about them all the time in the paper about the irs or the part you read about them in the new york journal? I don’t not seeing it in the where i’m seeing in popular, more more general press well, you get for-profit ce are allowed to have interns, but not that you can’t just but but i had on somebody and say, hi, you’re an intern, you’re going to work for me and you’re not going to get paid that would be violating the minimum wage laws for, among other things, but somebody can provide an internship if under certain circumstances, if they’re getting some sort of academic credit from an outside institution, if they are getting some sort of actual training from you that’s not specifically tailored to your organisation, but but taylor to their field of study, if they understand from the outset that they’re not going to get paid and that’s an internship also, it has to be a relationship where i understand from the outset otherwise it’s indentured servitude you tell them you’re getting gonna get paid, then they don’t they don’t see a paycheck. That’s ah, there’s got okay. That’s clearly got to be rolled. Believe it or not that’s that’s what? I passed that spelled out there. They have to understand that somebody’s done it. Yeah, all right, on. And also, they’re supposed to actually, because they’re an intern and learning from you, they’re supposed to be, if if anything, and impediments to the business not ah. Bonus to the business. In other words, if the business says we’re going to hyre fifty interns to do all sorts of work for us and make money for us that’s not really a bona fide internship, the purpose of the internship, the primary purpose is to give training to the intern, not to make money for the company. And if it’s really a benefit to the company that’s one of the factors that will be looked at to say these air not truly entrance. Okay, thank you for taking little digression in tow. For-profit i love it, you know, you you have these answers on top, your head man xero no notes, which i admire, i don’t like i don’t like notes, really? I have notes, but it is just off the top percent wonderful. I’ve been doing it for thirty plus years. I know you start to learn it if that helps. Yeah, yeah. So let’s go back to the non-profit side there are so the general rule is that you can’t have unpaid work as volunteers, but then there are these exceptions that we were starting to get into right if it’s a bona fide organization charitable. Organization and people are truly coming and say, i want to lend a hand to do you were having were having a blood drive or we’re having a a special event, and i’m a community member i’m going to come in and volunteer to give some of my time to help you that’s a true volunteer, but again, if if they’re volunteering simply to do work that the company not-for-profits would otherwise be paying for that’s a problem, employees of the not-for-profits basically can’t volunteer to give away free work. That’s interesting. I wonder if that comes up much. I don’t know. Well, if you see it well, i haven’t seen it, but it’s addressed in a number of decisions or regulations where somebody’s tried it. Yeah, obviously what’s in there? Yeah, right. That’s. Interesting. Okay, if you haven’t, i’d say you have an employee working for enough for-profit and and and there’s some child care. You’re going to sit with some child kind of simple. I don’t want to use the term baby sitting because that sounds majority, but some sort of ah monitoring situation, which is not within the normal scope of that employees work. That might be okay for a volunteer for the employees, but certainly the employees can volunteer to do additional work that employees already getting paid for. And where do you see non-profits making mistakes around the volunteer and in turn, well, i get calls from from some of my not non-profits and so, you know, we’ve got we’ve got all these people are in here and, you know, they’re here for, you know, ten or fifteen hours a week doing all this stuff, and i say, really, what’s your first question was where something well, i say, well, what are they doing? Art? Do you have other people that you’re paying to do the same work? And they’re working side by side? Are there are these people already employed by you? Because if they are that’s major red flag on dh again, if they’re duplicating or substituting their substituting for paid employees, that’s, that’s a problem? We’ve got somebody who’s out on a totally leave elearning leave a family medical leave act type of leave, so they’re gonna be out for twelve weeks, so we’re gonna have a volunteer filling for twelve weeks, okay? Do you have a sound of a klaxon in? Here or, you know piela only like that. But that’s just my voice is all we have is scary enough. Thrill enough weak enough as it is. That’s very bad. So paternity leave maternity leave. You can’t have a volunteer filling in. You’re basically saying, i’m going to have somebody do the same work as a paid employee, but i’m not going to pay them. No lost don’t let you do that. All right? I think that’s very interesting. All right, so what do we do, teo? To remedy this. So when your clients are then calling and there, then finding out in this call that they’re they’re running afoul, what do we do next? Well, i tell them aside, i’m obligated to do as an attorney. You should change this and you should start treating people correctly going forward because every day that you’re in violation of the labor laws or the or the tax code is is a new problem. If you change things today or tomorrow and start treating people properly, pay them, then you don’t really have a problem. And by the way, all you have to do to comply with most laws is pay minimum. Wage and you know you don’t you could have people have clerical people making fifteen dollars an hour. I need somebody to fill in, and i’m just going to pay the minimum wage. You can do that, you just can’t pay him nothing. You can’t have them volunteer if they’re not truly bona fide volunteers, can you work out some alternate form of compensation besides, besides money? Like maybe they get some benefits of services from the organization, i guess sort of a barter arrangements, but i’m thing thinking of is that is that possible barter arrangements are legal, but their taxable i don’t represent any barter companies, but i happen to have a close friend who’s involved in a bartering company, and i know that when party a’s trading goods or services with party be, both sides are issued ten, ninety nines and and the company, the bartering company, will report that to the irs. So if you just say instead of paying you seven twenty five an hour, which is the federal minimum wage, it’s hyre in new york state and a lot of other states, but instead of paying you seven twenty five an hour for forty hours, which is with two, two hundred ninety eight dollars a week. I’m going to give you two hundred ninety dollars, worth of free food, that’s that’s a taxable event and frankly, it doesn’t comply with the law. The fair labor standards act, which is the federal law that requires people get paid, requires that you get paid in cash or the equivalent of cash, not in goods and services they’re certain deductions allowed, but not completely excellent. Now we’re talking about federal and state law here, a cz well around the volunteers and interns, absolutely okay, so we’re talking mostly federal, but with the same qualification you need to check about check what the standards are in in your state are you? Are you still pretty well on your way to compliance? If you’re if you’re complying with what the irs requires, like like we said over on the independent contractor side e, i would say, you know, qualified lee, if that’s a word, if you’re complying with the federal rules, you are more than likely quality complying with state rules, but i certainly can’t give that as a guarantee without taking a look at the state rules, understand? Okay, let’s, spend a little a little time. We’re just a couple more minutes on overtime for employees. What is the problem here that you see? Big problem is that certain employees aren’t being paid overtime because employers think they don’t have to. And the biggest fallacy, the biggest myth that i see is and and employers and employees both believed this is that if you paid a salary, you don’t get overtime that’s not true, you need to be paid a salary in order to be considered exempt from overtime, but on ly, certain employees performing certain duties are exempt from overtime the main ones. I don’t talk about those one of those executives, administrators or administrative xero and professionals, so if you’re ah not for-profit ifyou’re ah, counselor, a psychologist, psychiatrist, a professional you’re not in your pay and you’re paid on a salary you’re not entitled to overtime, but you may be a highly highly paid administrative person who works closely with management. You may be exempt from overtime, but if you are a lower levels let’s, say, clerical person lower simply on the orc chart. Not in terms of your worth, but and you’re you don’t. Have it a lot of discretion and control doesn’t matter if you paid on a salary you’re entitled to overtime. If you work more than forty hours in a work week and that’s not waivable, you can’t agree not to take it. You can’t enter into a contract dipped in blood notarized doesn’t matter. You have to get paid for all hours worked at time and a half and not less than time and a half. Pay attention to the labor law. Thomas l, a partner in the law firm of cullen c u l l e n and die kayman d y k m a n in garden city, new york and also in new york city. Thomas l thank you very, very much in my pleasure mine as well. Tony’s take two and irs helps your marketing coming up first. Pursuant, they do full service fund-raising from web based tools for most of our audience small and midsize non-profits two on site campaign counsel for organizations that need that pursuance ah, prospector platform finds donors in your database who are ready for upgrade these are the people who may be giving you twenty dollars a month, and they’re ready to give one hundred a month, or the twenty dollars, a year. You know they’re in there, but they’re not so easy to find. Prospector platform does that it finds thes upgradeable donors so that you’re focused on the people that you should be spending the most time with not people who aren’t willing and able teo upgrade. Therefore you raise more money. You find your upgrade prospects who are hiding in plain sight. Prospector platform is at pursuant dot com my video this week is start your plans giving program here there are lots of reasons why charitable bequests, which our gift in wills are the most popular planned gift. Ah, i tick off a bunch of reasons that make request marketing the way to start your plan giving program and for a small shop that may be where you stop perfectly respectable it’s all in the video and that is at tony martignetti dot com that’s tony’s take two for friday, seventh of august thirty first show of the year here is heat, coach, tomb and irs helps your marketing you touch tomb he’s, a senior manager at wagner cps, he has his mba master of accountancy and is a certified public accountant. He’s also a certified fraud examiner, he works exclusively with tax exempt organizations and oversees the firm’s form nine ninety nationwide preparation practice eat manages wagner’s, new york city office they’re at wagner cps dot com he’s here in the studio to talk about the irs and how it helps your marketing. Welcome to the show. Thank you. Thank you for having me here. My pleasure, it’s. Cool. Glad you’re in studio um, the form nine ninety this is i thought this was strictly a burden and something to be not avoid it. We can’t avoid it, but there’s something to be done and kind of put in the closet. You don’t think so well, you’re right. A lot ofthe organization leaders thinks that it’s a burden and actually it’s it’s a great opportunity for organizations to show the world that all the good things that they’ve done in the in the year, and then it’s also a good opportunity for them. Um, tell the words how validate their run and in the past this forest scene, justus the farm files it tires and on ly to be shown ah potential donors or anybody coming to your office and basically asking for it. And now it’s vital they available on the web, especially the most common is the guide star. And because it’s out there it it gives an opportunity for organization to the marketing tool ok, and not only guide store, but state attorneys general, a lot of them have them. Can a lot of organizations put the nine ninety on their site themselves? Yes, it’s a sort of transparency, for example, in new york every not-for-profits lee, just with new york that files annual report with the state off new york they’re nine ninety, along with their financial statements, are on their website. So your advice is to think of this as a marketing tool it’s an opportunity? Yes, so if you see it as just a burden, and as most organizations currently do and don’t get enough attention, it can potentially hurt you. So i think about is some organizations for some, organ says is true that the nine nineties seen more than they’ll annual report, but they spent all the time and energy on the annual report make it perfect, but they only spent maybe a fraction off the time to get the nine ninety ready for filing, and we’re gonna have some. Time to talk about this. But you even suggest that people beyond accountant’s contribute to the nine. Ninety their final way. We’ll have a chance to talk about that. That’s. I love that advice. Okay, let’s. Just make sure that everybody understands what we mean. Nine, ninety, there are there are three nine nineties and you’re the expert. So when were you acquainted with the three? Yeah, the. Depending on the size ofthe organization, the organizations can file three different ninety forms. If they are under fifty thousand dollars in revenue. What they can do is they can file a form called nine ninety and which is also known as the postcard return and it’s, just basic information and a statement saying that the revenues were less than fifty thousand dollars. Okay, and with some states like new york, if you are over twenty five, then you have to file the night. Nineties eve, which is the next step. So organizations that are in revenues under two hundred thousand and in assets under five hundred thousand, they can file this form nine ninety easy, which is a shorter form. And the larger organization about the threshold can fire. They have. To file the form nine. Ninety, which is longer so just like we have individual ten forties and ten. Forty easy. Exactly. Nine. Ninety and nine. Ninety easy and then also the nine. Ninety n write really small for the under fifty thousand dollars in revenue. Right? But you raise an interesting point. Sometimes. It’s state regulations that govern which nine. Ninety you have to submit is that is that right? Could you mention new york? Yeah, a certain threshold for the easy. Right. So you have to look to your state and also to the i r s exactly. Okay, exactly. We’re not talking about the nine, ninety filing requirements here. Just i digressed a little bit. We have talked about the nine, ninety in the past. Especially with with jean takagi. So you could find those shows in the past. But we want to focus on the nine, ninety as a marketing tool. And part of your advice is that even if you’re able teo file the shorter form, you might want to do one that’s the next level up. Exactly. It depends on the purpose ofthe how you’re going to use it. For example, if you are a small organization under fifty thousand dollars. You may want to file the nine. Ninety easy to get your nine ninety on guidestar. So or ah, a lot of foundations, for example. They would like you to stop mitt at nine. Ninety easy or a nine. Ninety with grant applications. And, um, that’s. Another reason why you may wanna files piled the longer form in this case. And if you are ah going after donors and even if you are a small organization, if you can show that guarding all these good covenant practices and all these other things is just like, well, run is a large organization. I think it’s also helps it, but it’s getting funds. But if you do not have a purpose, i think it always cost more time and money to file the longer form. So i think it has to be ah, i violated in for individual circumstances. Fair enough, but something to consider. And i just love the different perspective is what i wanted to have you on the show. Different perspective of the nine. Ninety that it’s, you know, as we said, it’s not just no longer just buried anymore, but to look at it as a zoo marketing tool and therefore has to be consistent with all your other the what is the traditional marketing tools, right? Exactly? Yeah, for example, you don’t want to confused the word with sending mixed messages if your annual report is saying one thing and if you’re ninety saying another thing than it confuses people. So that’s one ofthe reasons why certain parts ofthe the nine ninety should not be done prepared by the countenance. It should be prepared by people who is also preparing other other marketing materials. Excellent. Okay, so let’s, get into some of the different place is in the form nine. Ninety, where you see marketing opportunities, what’s the you like thea program service. Accomplishments? Yeah. Where? Where is that? Where will people find that? On the night that could be on the second page off for my love. I love that you’re a nine. Ninety expert. You he doesn’t. He does not have the nine, ninety here in front of him. Which is what, like seventeen pages or something leaves twelve o on the schedule. And then the school was one of my many more starita he does not have a nine. Ninety here in studio with me is so when i asked him, like, what section is it? Andi knows the page, so i okay, you have the expert here, all of that. All right. So, um, you know, your your practices nine nineties. I love it all right. To the program. Service accomplishments. Your program serves accomplished. Mons to page two. Part three. It’s beautiful. Basically, organisations get the chance here. This is like the free marketing or pretended to tell the world the all the great things that you have accomplished in the in the past year and latto off times despite tires. Instructions. This is one place iris helps you market, as you mentioned, is in the instructions i response you to be specific. They want you to use non financial data, but a lot of organizations just they see there’s a burden. So year after year, they repeat the same thing. And the and the nine ninety preparation is buried in their finance department or of the outside consultant who’s doing it right. And they just want to know when it’s done exactly what you can’t fill. You need a number for page four line. Ninety three i don’t know, like, you know, you probably rolling your eyes. Oh, my god, what an amateur question ninety three’s not on page four, for christ sake, but that’s just the thing is just buried until it’s ready for signature basically right? It’s? Not so who? So we can have program officers doing the program service accomplishment section or something like that, right? So basic, the its funding to say this take like a food pantry. It’s one thing to say that you have served meals to low income people in the community and it’s another thing toe give some more specific you can say piela, sir, different fifty thousand different people eighty thousand meals during the years, so it gives more, more basically more impact. And people are seeing this on guide star and on your website. And of course, it needs to be consistent with your other marketing material. Exactly. School what? What else? What other opportunities to see in that section? So i’ll give you another example of that because, like, if you’re a membership organization, try to use it to recruit members and you fear with conferences wanting to say you spent hundred thousand dollars in this conference is another thing to say. Our conference was attended by twelve hundred people. We had sixty different sessions. You can name some off the station, including x y z. And we also had to networking opportunities again like this is anything you can tell tow people join you as a member for a membership organization. And can anything that you see that would attract donors are whoever you are trying to calm me. It’s like. All right, cool. Very good governance. There’s the governance section is this the section on the nine. Ninety relieve the governance? Yeah. There’s a section on ninety nine on the nine. Ninety deaths as out ofthe questions about the governor inspection number part part six off your nine nine beautiful love, the basically in that part, it’s asking out ofthe question some of these questions, such as, um, whistle blower policy and document destruction policy. These can be mandated by others. Other ah um pre-tax sarbanes oxley. Examples on the other set is dahna lorts state law, right? And new york will start mandating certain certain policies there as well. And some off thes policies are very easy to add up. So their templates out there it’s not a huge burden, and i encourage every every organization, if do they do not have a policy out there, just go look for a sample adapted and checked the box yes to show that they’re they’re well, well run and well covered and thiss foot reduced the potential all at risk and it’s also important to use that affection toe basically solicit new board members because one off the users off this maybe perspective what members looking at your nine ninety to see if this is our organs and joe, i want to join this organization, are they so they know what they’re thinking? It might be exposed to any risk by joining terms. All right, we gotta go out for a break. You’re gonna do some more live listener love there’s so much i got to squeeze him in tuscaloosa, alabama welcome live. Listen, i’d love to you. I don’t think you’ve been with us before tuscaloosa welcome and jersey city, new jersey it’s, the birthplace of my my dad. He was born in greenville hospital, jersey city, new jersey, and langley, bilich british columbia. You’re back with us live listener left. All of you. We got some or stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. If you have big dreams in a small budget tune into tony martin. Any non-profit radio ideo. I’m adam braun, founder of pencils of promise. Welcome back to big non-profit ideas for the other ninety five percent let’s, go abroad with live listener love belgium children, we can’t see your city! I thought that was a pretty open society. They’re belgium, but you’re you’re blocked but welcome live listen love to you, let’s, go to china, where i send ni hao to shanghai, chengdu, korea, multiple listeners in korea, as always, including soul, anya, haserot and japan, multiple listeners tokyo, akashi and others konnichiwa and, of course, podcast pleasantries to those of you listening in the time shift wherever you may be, ninety five hundred of you podcast pleasantries to you yeah, let’s, let’s keep talking about the governance section is that this is not a free form narrative section like the program service accomplishments, it it certain parts ofthe it are free form, for example, one off the question there is, like what’s. Your policy is to review the night ninety so in there you can explain, like how what process off leaving tonight ninety like does every boardmember sees the nine ninety who who looks at it, who prepares its who reviews it and how it gets wild, the other free form part. Is the conflict of interest policy. You can have different types. And who’s who’s monitoring. It goes who’s looking at it. And another part is the determination off the executive compensation. So what’s the policy around that looking at comparables like, do you have independent comity? Looking at it and documenting this decision? There are some some freeform parts over then within governments. Governance? Of course. Right. And we have talked about, i think, all those subjects that you just mentioned with with jean takagi when we’ve spent time on the appropriate governance and oversight. So this is a perfect dovetail. Um, how about you have something about the statement of functional expenses? Where will we find that? If we if we want to go into the nine ninety, um, that would be now little people. Nine off the ninety basically and, um, statement functional expenses. I believe you covered overhead. Mitt in in your previous shows, we have the we had the three signers of the overhead myth. That was on september sixteenth. The ceos of charity navigator, guidestar and better business bureau wise giving alliance. Yeah. So basically, i want to refer to that which is a great point they made and ah, out ofthe not-for-profits are too worried about their program service percentage and that, um, that they want to put like, as they reflect, i guess, everything they can in the program, and they should know that if it’s correct, so but sometimes like it gets to a point where they wanna look at things which is more like gray and, you know, they have the natural incentive to put more into program and not in management, general fund-raising and that doesn’t necessarily reflect the truth and ah, that’s area um, it’s sophisticated donor-centric e-giving and i ninety can tell that certain things are not correct there because certain things such as an audit, it has to be a hundred percent management general, accounting and audit is that, um so i think, it’s another point important here is that that schedule is done correctly so that a potential donor funders looking at it shouldn’t question anything accurate, so get on dh that one is the key. That was the whole message of the overhead myth letter is don’t feel you have to devote everything to to program at the expense of overhead, which can be very very important. Tisbury. So you have sophisticated people looking at your nine ninety, and you’re thinking of it as marketing. Keep that. Keep that in mind. We have to. We have just a couple minutes left. There’s a part of the nine. Ninety that you call a playground? Yes, that is that. That would be schedule. Oh, that’s a place where you can put anything that an organization can beat anything they want in there, so ah, i would use it as a, um what is it called? What is schedule? Oh, called, huh? I think it’s just called a schedule a it’s, like a supplementary information thinkit’s supplementary in formation. And basically, i would encourage organizations toe explain anything that might look unusual on the on the on the nine. Nineteen. Okay, for example, let’s say if they are starting a capital campaign and in that initial year they wouldn’t necessarily have to revenue yet, but they have all these fund-raising expenses. So if they’re fund-raising expense ratio is unusually high and this might be a place to explain that they’re going through the skips, the campaign and that they they’re also informing the public that they’re doing this. So it’s another place toe to use that for that. So outstanding, really interesting perspective on form nine ninety thank you very much. Thank you for my pleasure. You duitz doom senior manager at wagner cpas manager of their new york city office there at wagner cpas dot com next week will mccaskill, author of doing good? Well, no, i’m sorry. Doing well better now doing good, better that’s the book doing good better he’ll be on for the hour if you missed any part of today’s show finding on tony martignetti dot com where in the world else would you go? I did not forget live listen love all the live listeners who are out there can’t name you by city and state were pre recorded today, obviously, but you know the love is going out to live listeners podcast pleasantries, everybody listening in the time shift over ten thousand of you so glad you’re with us and it was very important affiliate affections to our affiliate listeners in stations throughout the country affections out to the affiliate listeners pursuant, find your upgrade prospects with prospector platform you’ll raise boatloads more money, and i’m not talking rowboats or kayaks. Or doory skiffs. We’re talking three masted schooners full of money. Pursuant dot com. Our creative producer was claire meyerhoff. Sam liebowitz is the line producer. Shows social media is by susan chavez at susan chavez. Dot com on our music is by scott stein. Thank you, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and degree. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah, insights or presentation or anything people don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine am or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealised took two or three years for foundation staff to sort of dane toe add an email address card? It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent you’re tuned to non-profit radio tony. Martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way, way.
Nadia Tuma is a brand innovation strategist with clark | mcdowall. Your brand goes much deeper than logo and tagline. What’s the process to discover your brand strategy? Once you’ve found it, how do you manage it? Nadia and I will discuss.
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Scott Koegler returns. He’s our tech contributor and the editor of Nonprofit Technology News. What content should you post for consumption and where should you put it? How do you start your content marketing? Scott and I will discuss.
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Metoo hyre 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. I want to wish you cog, posca, so make i hope i’m saying happy easter in, i’m trying to say happy easter in hebrew and ah and happy passover in italian is born passat born peskay it’s march twenty ninth, two thousand thirteen and i very much hope that you were with me last week. I’d be disgusted to hear that you had missed irs sale in aisle four o three b evan giller, a founding member of the law firm of giller and calhoun, explained, the i r s is fifty percent off the penalty sale for four o three b retirement plans that are not in compliance. Many plans are not up to code, and this is the year to fix the problems we talked about the common mistakes and what to do and compensation clarity are regular legal contributors jean takagi and emily chan of the san francisco law group, the non-profit and exempt organizations group answer these questions how do you determine what’s reasonable compensation for executives? What happens if camp is excessive? And what’s that automatic penalty that kicks in if you don’t properly disclose benefits. We did a mock board meeting and i walked out remember i had sound effects and everything. I’m amusing myself if you refuse to be amused. I’m amusing myself last week. I want to make something clear. Last week i had said that gary vaynerchuk, gary v you may know him as had been on last week, which would’ve been two weeks ago. He was scheduled to but he had to reschedule for may. Well, have him in may and i just want to make it clear i was not drinking last week. I had recorded the show many weeks ago, back when gary was still going to keep his promise. But then he broke his promise, but he made up for it. We love we love gary. I’m just getting gary in case any of his entourage is listening. We like gary v and he’s coming this week. Discover your brand nadia touma is a brand innovation strategist with clark i mcdowell that’s not an eye there’s no period it’s clark vertical line mcdonnell that’s very dramatic clark vertical line, vertical mcdonald, your brand i’m glad not he’s laughing. She hopefully realizes that i wrote this copy. So i know it’s, not an eye. Your brand goes much deeper than logo in tagline i hope you recognize that what’s the process to discover your brand strategy. And once you’ve found it, how do you manage it? Nadia and i will discuss all that also content marketing scott koegler returns he’s, our regular tech contributor the editor of non-profit technology news what content should you post for consumption? And where should you be putting it? How do you start your content? Marketing scott and i will discuss that between the guests on tony’s take two planned giving is part of your fund-raising team that’s what’s on my block this week, i’ve got some simple ways that planned giving can support the rest of your fund-raising my pleasure now to welcome and introduce nadia christina touma she’s, a brand innovation strategist with clark mcdonnell i guess you know it’s probably supposed to articulate the vertical line. It was an ampersand you’d say clark end, but it’s not supposed to be clark vertical line mcdonnell just clark macdonald that’s where she’s an a brand strategy innovation ist her work is creating and revitalizing brands in our swiftly changing world. She’s on the faculty of the school of visual arts, s via the masters in branding program, where she teaches brand strategy. She has worked with non-profits such as slow food and why i see in the pittsburgh concert society and in college at carnegie mellon university. She had a minor in piano performance, and we’re going to talk a little about that, too. Nadia touma, welcome to the studio. Thanks for having me, tony it’s. A pleasure. Glad to see you laughing already. Very good. Um, co-branding i think there’s a lot of misconceptions about what a brand is. What? What? What is branding? Well, that is a very good question. First one out of the box. Alright. Alright. Complimentary. You could stay the whole hour. With pleasure. Ah, i often get that question. A lot of people don’t quite know what branding is. I have a lot of confusion even within my family and my closest friends there. Not sure exactly what i d’oh. I think the best way to describe branding is to define it as what? It’s not co-branding is not. Ah, brand strategy is not marketing it’s, not advertising its not a logo it’s, not pr. It is actually the foundation. And the strategy is really the backbone of all of those things that it will then effect. So, you know, a brand strategy consists of things like a mission, a vision, reasons for being the dna of what a company and its products stand for you. And then all of those marketing pr efforts are executions off that strategy. All right? And then you have to maintain your strategy once you’ve once you’ve devised it well, not only maintain that’s very important maintain, but also stay relevant and state different. So it requires connection to the world connection to your consumer. You know, the world is not stagnant, and neither should have brand be stagnant. S o you have a very solid foundation, but you have to move with the times as well. Now, how do world renowned brands like apple? You know, nike, how did they create that that aura around them? And you just say apple and people think of steve jobs, and they think of beautiful design and innovation and slightly expensive products. But how did they how did they had to create that well, that’s, really the magic question and that’s, why people like me exist which is to help companies really create that magic, but at a very fundamental level there are couple characteristics that make a brand very strong, one of which is its first of all, that it’s relevant, that it’s relevant to people’s, lives to companies, lives. Another important characteristic is that its distinctive so it has to be relevant. But it also needs to be somewhat unique um, and somewhat special in a way that the delights people there’s also another really wonderful thing that strong brands do, which is they defined categories, and they almost shift culture in a way. So if you think about really strong brands like apple, for instance, you know they’ve really changed the way we interact with the world, with music, with movies, with people, you know, and those very, very strong brands are able to almost do that and shifting culture, which is really cool. All right, so let’s, let’s, bring this to the to the small and midsize non-profit level. You talked about a lot of things in developing the brand strategy, but so let’s let’s. Try to flush this out. How do you how do you start? Toe create your strategy. What? What you want to be? Yeah, and that’s oftentimes the biggest challenges actually understanding. What is it? What is our reason for being? Why do we exist? And that’s challenging? Because a lot of times there might be differing opinions or different objectives within an organization within a midsize non-profit but but every non-profit has a mission statement almost always go to the home page it’s a simple pull down it’s right there in front. They all have a mission and you in a vision. So, isn’t that. Isn’t that the basis or there might even be some the differences of opinion? Despite that? Yeah, i know a lot of times the mission statement it could have been written by, you know, someone who founded it years ago, and it may not be as relevant or the way in which it’s interpreted might not be consistent across people who are making decisions everyday within that organization. Eso when we think about a mission statement it’s, you know, it’s sort of a first level and that needs to be agreed upon, of course, but from there there other components like understanding who were retargeting what’s our consumer, our audience, you know, what exactly do we offer, even from not just a functional standpoint, but an emotional standpoint, even if you’re just a midsize non-profit that’s all very important. S o sometimes mission statements, vision statements are written without those components in mind. And so that’s what needs to be really fleshed out internally, say, a little more about the emotion? Yeah, so you know every organization, whether you know, whether you’re lady gaga or your you know, proctor and gamble, you’re offering functional things, so you’re offering toilet paper or you’re offering entertainment and music, but you’re also offering, and i don’t think lady gaga uses ivory, so probably not right. I don’t think she uses anything anyone else used, but from an emotional standpoint, you also have to deliver something right brands need to make you feel something on dh. So even if your say, you know a local music organization that promotes local talent, there needs to be something emotional that the audience gets from using you. Otherwise you become just purely functional, and a purely functional offering is not a complete brand and we can articulate all the all this i mean, we can pull all this into ah ah, cohesive statement and understanding among all our different constituents are bored are our staff are sea level people, the people who are benefiting from our services, whether they’re students or or the homeless way? Yeah, absolutely. And what’s actually critical when you’re implementing ah, brand vision or a brand strategy is to get buy in from every level of the organization. So everyone who’s doing the accounting? Teo being a spokesperson, teo, you know, being the ceo all need to believe it’s it’s the difference i often tell my students it’s a difference between interacting with a customer service representative it zappos, who clearly believes in the brand to buying something at duane reade and interacting with the checkout person, okay? Or maybe state government, maybe that’s all right, that’s a good example of the other end of the day. Yeah, okay. We’re gonna take a break. We’re going to dive more into detail about how to develop your strategy, what that process is about. So now he has certainly stays with me. And i hope that you do too talking. Alternative radio. Twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. 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, stopped 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 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 buy-in durney welcome back to big non-profit ideas for the other ninety five percent got tons of live listener love china so well represented. Young jang kun ming chung ching, shanghai, shenyang, wuhan. I’ve been to wuhan and i’ve been to shanghai. Shi on is not there. I was in shi on to where she on left fans behind and she on i thought. But china chinese ni hao. Very nice to have you with us and seoul, korea and day. John korea. Very nice to have you with us on your haserot here in the u s new york, new york. Welcome, smithtown, new york. Welcome. Will smith times at long island, i think i think it’s long island welcome live listen, love tto all those live listeners and more to come. Okay, nadia touma. We’re talking about the importance of branding here. By the way, when you become a partner in your firm, i want you to tell them you want an ampersand before your name. Okay? Not the verdict. I don’t care what kind of equity they offer you a share in the corporate jet. You want not the vertical line. You want to be end too much, really? The memo percent um okay, let’s, go let’s, get into this process a little. Now all these all these constituents need to be involved. You mention from accountants to board members at sea level. Bonem what do we what do we start this this process with if we want to develop our brand well, there’s, just like they’re possibly dozens of definitions of what brand strategist do there’s also many ways in which a process khun begin. I’ll tell you my personal perspective. I truly i truly believe that partnering with whoever you’re working with is incredibly important. So getting together say, your ah brand strategy agency or you’re working on your own, getting together with that client and really sitting down and understanding what’s the issue what’s at stake what do your objectives try to understand? What’s our goal and together as a team really outline what a success look like. You know, it’s really define what those girls look like and parameters, you know, what’s what can we change what’s off limits? You know what can we not touch from there? I think it’s really important to get the perspectives of a lot of different stakeholders within that. Organization and try to understand is there are other inconsistencies among them in terms of what the mission is, what the vision is. Do they see the company going in different directions? Do they see in a different place in five years? What are the different strengths and weaknesses that various parties see? Understanding even that is an insight is to understand what’s our current situation. You know where the inconsistencies, where the commonalities and from there, we can start to create a common goal. So there’s a lot of conversation, a lot of interviewing focus groups. Is that is that it was that all part of this? Well, focus groups come a little bit later. So once you do wanna interview internally and understand what’s going on within, because the change will have to happen from within. So getting a good read on that is really the first step. Okay on, i did survey listeners before the show on dass cked in the past five years, have you given considerable thought to your brand strategy? A little more than half said yes. About close to sixty percent said yes. And then about fourteen percent said no and about a third said, i’m not sure what brand strategy means i better listen to the show, so i hope those listen, i hope you’re on. I hope they’re either in china, japan or smith down listening, all right, but no more than half have feel that they have given a lot of thought within the past five years. Well, i think in the past five years, there’s been a sea change in the perspective of brand strategy. I’ve seen it absolutely well, i think that brand i mean it’s still a nebulous term that clearly people aren’t quite sure what it means. I think that there’s been quite a shift recently in going going from financial measures on ly in terms of measuring success to trying to build in metrics that measure the quality of your brand as well. I think cmos and ceos are recognizing the importance of having a strong brand in addition to the bottom line. Now, cmo is a very common term for you, but here on the show we have drug in jail on i would hate wade. You have a female ward for for george in jail offenders cmo so that all the listeners know what you’re talking about, chief marketing officer excellent does a lot of non-profits certainly don’t have cme owes a lot of this falls right on the executive director or maybe a communications and marketing staff but might not be a chief marketing officer. All right, so we’ve gathered all this information from all the different constituents, and i think including importantly, people who are benefiting from the work that we do a zay said earlier, whether they’re students or they’re the hungry who you’re feeding the batter to your sheltering them in there, they’re certainly included, we have all this information. Now what? How do we coalesce this what we’re looking for, right? So i think that once we’ve understood what’s going on internally, we want to then turn r r face toe to the outside world and understand who are we affecting? So is that the hungry? Is that students and decide who was it really that were after? And i don’t mean after in a predatory sense, i mean, in terms of who’s, our audience, who are we trying to read? That’s actually an incredibly important part of it to really define that target audience on and i don’t just mean to finding it in terms of demographics, so you hear a lot of terms thrown around, like males eighteen to thirty four or moms with kids or the baby boomers. The reality of it is that each of those groups has shades and shades of different types of people so it’s more important to understand. Are you looking at moms with kids who are into organic food or, you know, are you looking at males eighteen to thirty four who are married and, you know, working full time or are things like that that that add texture to who you’re looking at and then it’s important to understand? Let me ask you when you’re doing that? Do you ever devise hypothetical people? Absolutely had guests? I’ve had two guests in the past. You have talked about that for in terms of marketing strategy. Yeah, about that oh, that’s. Incredibly important. So we call them creating personas on dh it’s. Really? It’s it’s wonderful to do with clients. Because i think one of the pitfalls of working all the time with inman organization is you start to see your audience as a number or, you know, a cell. In an exception, a stereotype of some complete stereotype and it’s. Amazing to see the way in which top level executives will react. Teo very well fleshed out persona and what i mean by persona is outlining the person as if they truly were a person. What do they like to do in their free time? What brands do they use in other categories? That’s incredibly important. What’s their education level. Where did they go to school? Where do they like to vacation? And you really bring that person toe life and they become someone that is relatable. And in that sense, i think you create better solutions, theun just saying, while we need to increase exp i twenty five percent and why by sixteen percent do you give those personas? Name’s? Vivian? Oh, yes. Oh, yes. And a lot of work goes into that is, well, really the name? Yeah, sure. We’re okay. All right, all right. So i made you tigress labbate because that’s interesting cause the other guests i said have made the same point sabat so we’re coalescing this invention that we’re going outside. Are we doing interviews with with these potential personas? Were trying to meet people who fit the description of these different personas absolutely, i think that the most important thing to do is to talk to your consumer, and it’s really brings it to life. You, khun do surveys. My personal preference is to go out into the world and really interact with who you’re going to be speaking with on dh that could be done in a variety of ways. So ethnography zehr quite popular, and that means don’t get into that jail again, jack in jail ethnography xero when you go into the audience is natural habitat really so to speak? So if you’re studying, you know the way in which people consume alcohol, you might be going to bars or their homes before they go out. If you’re, you know, studying perhaps skin care, you might go and observe someone shopping for skin care. So you really want teo me? Clearly, it won’t be a pure experience because you’re their jotting down notes and you know, you’re obviously observing, but you do get to see those those nuances that you might you might not get if you’re in a focus group facility. Not to say that those air not incredibly valuable because they are one of the things you get from focused group that you don’t get in other types of qualitative research is that you get social interaction, so you’re watching people react to things, and then maybe another person says something that sparks another thing, and then someone else builds on that and you start to get these incredibly rich insights from whatever stimulus you’re bringing in. Nadia touma is a brand innovation strategist with clark mcdole, which you’ll find on the web at clark with no, no, eat the end. Mcdowell, m, c d o w a l l clark macdonald, dot com what types of questions are you asking these people? Well, that all really depends. It depends on the objectives of what you’re trying to find out. So if you’re if you’re doing just straight consumer package good type research such as skin care, alcohol or you nutrition shake or something of that nature you’re trying to understand really the needs behind it. One of the things that is let’s think let’s, bring it to a non-profit sure you’ve worked with a music and arts group in the past. Yes, i suppose it is. A small arts group. What what? What are we trying to find out from their their their constituents? Eso for example, for this small arts organization that i worked with, they sponsored and showcased local classical musicians in a recital setting. And they were having an issue with their audience. There wasn’t enough of coming to these recitals. So really it’s it’s not just saying, why are people not coming to a recital? That’s sort of just scratching at the surface? What you really want to try to understand or what are those unmet needs that is, is prohibiting them from coming, right? So what are those barriers that miss making people do something else rather than come here? And i think that’s really actually across the board what you want to find out and that’s incredibly challenging because people don’t know what they don’t want. So it’s very hard for them to tell you what they’re looking for, why they chose something else, exactly, or its group or a college why they chose it. Okay, so how do you start to get to this s o that’s? Really? Where the art meets the science it’s really that’s when you have to really sit down and create a solid methodology, and what that means is you really need to thaw. I almost think about what you’re trying to get first and work your way backwards. So if i’m trying to understand, you know what is really driving? Ah, consumer, not to go to our side and go to a football game instead really try to break that down in a way that gets sort of a roundabout way to get to them. You would never ask them. Why are you going to the football game rather than the recital? You’re trying to understand it a deeper level? What is that that makes them feel fulfilled? What is it that makes them feel happy with their free time? And then you have to do a lot of the back work to fill in those gaps. This is very esoteric. It’s. We call them leaps there you really have? Tio i almost asked around the question and look at that negative space in a way, and then make those connections to understand what’s missing. Okay, so all right, so now you’ve got your internal constituents, your external constituents. You’ve made some leaps. In judgment, there must be some kind of testing of what of the leaps that you’ve made, and the the early conclusion that you’re starting to draw? Absolutely. And this is when you bring it all together. So as you said, we spoke internally. We understood what was going there. We understand what’s going on in the outside world. And then now you need to bring it together and say, okay, what makes sense here if we have x and y parameters internally and this is what success looks like? And then this is the opportunity that we’re seeing in the outside world. How do we marry the two? How do we make a solution that makes sense given constraints, opportunities, but the organization and then what we see, as you know that that really juicy white space in the outside trying to bridge this gap you are between opportunity and on reality. Exactly. Okay, and so a lot of times, what will happen is you might have you might find these incredibly lofty, wonderful opportunities out in the world. And then what ends up happening is you do have to bring them down to earth based on what’s, actually. Possible on then. So there’s a process of testing on then what? What’s the end result of all this that’s a great question. Another one? Yeah, two out of twenty five. So it can take the shape of any number of things so it might end up being just a brief, you know, a word documentary, power point dahna document or it could be something that’s a little bit more of emmanuel, but essentially, what you’re giving is a set of guidelines. So, you know, you you should recount the journey that you’ve taken with the client so they can see how do we get here? You know, what does that look like? And then once you’ve told that story, you outlined things like, ok, what is our positioning mission vision statement? What does it look like when we apply that to our pr? What does that look like when we apply that to our visual identity? How do we talk about ourselves? All of these sorts of sort of guidelines to help you talk about that strategy that you’ve created? How do we talk about ourselves in terms of actual words and maybe stories that we tell or or things like that? Yeah. I mean, it’s it’s, all those executions i talked about at the beginning of our conversation. You know, what is advertising look like? What is marketing look like? Not from a here is a an ad, but thank you. Here are here’s a type of language you should be using here. The types of colors you should be using. The tone, the personality, all of these things that affect the way someone might interpret your brand. How do you feel that, uh, musical performance overlaps with with the work that you’re doing? How does that inform your work? Well, i would say that generally speaking toe work and brand, you just have to be curious. Keep your eyes open, be interested in a lot of different things because you have to make a lot of esoteric connections all the time. So music is just one of those other things that sort of opens your eyes and ears and fingers and a very different way exactly. And share what? What it is that you love about the work that doings. Clearly, you enjoy it very much. Very passionate about it. What? What is it that moves you? About what you’re doing, you know it, it’s it’s incredibly interesting because you are studying people and you’re studying societies and how people feel about things and make decisions, you know, ultimately, companies really are creating products and services for a changing world, and that means that you have to study the world and study interactions and connection and what you love about all that it’s incredibly interesting to be a part of and does the nature of the business is you’re always working on a different type of industry and a different type of consumer. So you’re always learning, you know, deeply about a lot of different types of things, thanks very much for being a guest, not here. Thank you for having me. Pleasure. Nadia touma is a brand innovation strategist with clark mcdowell at clark mcdowell dot com right now we take a break, and when we come back tony’s take two about plant e-giving as part of your fund-raising team. And then scott koegler returns and he and i are going to talk about content marketing. Stay with me. You couldn’t do anything to getting dink dink dink dink. You’re listening to the talking alternative network. Get him! Nothing. 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 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. Hi, i’m lost him a 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 gonna 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. Oppcoll hi, i’m kate piela, executive director of dance, new amsterdam. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Welcome back time for tony’s take two at roughly thirty two minutes into the hour. My block this week is planned e-giving is part of your fund-raising team i’ve got there five strategies for using planned giving to help other parts of your fund-raising there’s no reason that plan giving should be silo or blackbox. It should be supporting all your different fund-raising methods on you will fund, for instance, when you’re meeting a planned e-giving prospect, certainly you want to know ahead of time whether they participate in the annual fund and if they have been giving annually, you want to thank them and if it’s appropriate asked them for an increased gift to the annual fund if they’re not participating annually. It’s appropriate to ask why? Maybe there’s objections that you can help to overcome and and find a new annual donor that’s one that’s one way of helping the annual fund corporate support, maybe corporate sponsorship if you know in advance or you learn in the meeting, that person works for a company asking about the possibility of corporate sponsorship. Not that they would be the decision maker, but maybe they’ll make the introduction to who the decision maker is and that entree is always valuable now than being strictly a cold call to that office. So there are lots of ways that plan giving khun support other types of fund-raising i’ve got more ideas on my block. The post is called planned e-giving is part of your fund-raising team and that’s at tony martignetti dot com and that is tony’s take two for friday, the twenty ninth of march, the thirteenth show of the year. Where did march go before we bring scott on? I want to send more live listener love we’ve got guangzhou, china and nokia, finland and porta vallarta, mexico. Now, if i can figure out if we can identify those cities, how come it’s united kingdom? Why is that? We don’t even know the country and uk? Yeah, you well show you irish english, we don’t know what i’m going to say you’re you’re welsh because that’s the least likely so welcome from wales and if you’re not in wales, why is your what is your identity, your location being masked? We don’t want your street address, but certainly country would be nice, scott koegler welcome, i’m doing terrific, scott koegler we know him he’s, the editor of non-profit technology news, which you’ll find it and p tech news, dot com he’s, our regular tech contributor, and this month we’re talking about content marketing what do we mean? Marketing? Yeah, what do we mean by this? You know, i actually for a different name for that, i call it authority marketing because it’s really, you know, you’re trying to, uh, trying to put for information about things that you know about your so you’re asserting your authority and you’re letting the people that you talk to, hopefully that read, whatever it is you’re doing, i know that you are authoritative on then the short part of that is that you’re not really selling, although, you know, being an authority and something means that hopefully people will come to you when they need answers and when they need services and products, i see that that’s what we’re talking about, okay, authority marking is a little more more descriptive and and what would a, uh, what types of things would non-profit want to be demonstrating authority in? Well, you know, the short answer there is the things that the non-profit is about so the cause the methodologies they’re using again any anything that they that they know about so that’s kind of across the board for non-profits and also for-profit type organizations. But non-profits can talk about just all the things that they do. So it’s, you know, it’s putting forth your message in a non marketing kind of away. Okay, so you and i have talked in the past about surveying people to find out what their interests are. There might be value in doing that to find out what about your work or related to your work interests them? Sure, sure. You know, you always want to get feedback from your constituents. And sometimes you get feedback from from a survey. That’s that’s a very good way to go. You know that your percentage of respondents varies all over the place. You know, i’ve had i’ve had anywhere from one percent. Twenty percent response rate course, twenty percent is great. But it’s it’s tough to achieve. Yeah, has to be something very, very interesting to them. And you might heat, you know, so that maybe a second or third generation of your of your survey, you know, kind of homes in on those issues now, but you know, another way to get feedback on what’s interesting is to get feedback on as comments on articles that you post in a block and those you generally get significantly less percentage, but those are typically more insightful. They’re more direct, you know, you know that they’re interested in that particular topic because, well, they read the article on they’re responding to it. So it’s very good way to get get responses. Now you have an article at n p tech news dot com, which says that only we have a number of articles, of course, a couple you do, but this one specifically says that sixty nine percent of non-profits are not blogging. Yeah isn’t in that stunning in this age of every you know, every schoolkid has a blogger and, you know, uh, it’s tough to imagine that, you know, almost, uh, almost three quarters, certainly two thirds of non-profits are not putting out a block, so, you know, i won’t say shame on them, but shame on well and our listeners are consistent with that. One of the poll questions i ask before the show is is your non-profit blogging at least. Twice a month that’s not even very common, but i made it a low threshold twice a month and seventy one percent said no interest. Only fourteen percent said yes, the other fourteen percent they didn’t know. So this is very consistent, actually with with what your article is just within a couple of points dahna way believe that the block is a good place for all this content. How do you do get started with your block? If you’re in that sixty nine or seventy one percent is not doing it. I will say that it’s not surprising that the number is so high because even though the technology for putting together a blogger is really easy and really available and even free and i’ll talk about the specifics in just seconds, the time to do the blog’s is a very scarce commodity. You no way talk about operations and and events and all the things that have to go into a non-profit and there are a couple of things that are critical to writing a block one is the time to write the second thing is the ability to write, you know, cogent phrases and just, you know makes things that are right, things that are interesting on getting somebody to actually be consistent. So those three things are, you know, probably the killer’s toe actually producing a block on a consistent basis. So that’s one thing that’s this very difficult, overcome and that’s why a lot of organizations or maybe something not as many as we might think, actually hyre out there blogging, and they get professional writers or managers to produce content for them and manage the the website, the block, whatever it’s called and send for them, you could try soliciting content from your constituents could, whether they’re the people benefiting from your work. Or maybe if you’re a bigger organization, maybe some of your employees can contribute. I don’t have to be writing right could be video absolutely there’s all kinds of different blogging tools now one of them and we’ll just kind a segway into this. Yeah, you know what? We talked earlier about pinterest that was a couple months ago on dh pinterest, you know, i mean it’s really a blocking platform, but it is a way to put out dahna typically images or videos of of information that’s of interest to the organization and to the constituents. Another one that you well, let’s, step on pinterest, pinterest is not all that time consuming. Because you can be. You can upload your own content, but you can also be out on the web. You find something that’s interesting, relevant to your work. You you just pin it to a board using the earl. Great it’s it’s. Very quick and easy. The good thing about it is that it it keeps it can keep a consistent exposure. Uh, that if there’s a negative, i would say that it’s it really is not generally original content. It’s something that you you found and shared, right? Right. But it’s it’s bad, but it’s not really blogging, right? No. Right. But it’s jemaine to your work. And could be interesting to your constituents who are interested in the work that you do, right. And what you just said there is, you know, being interesting to constituents. That’s really the key to any of these you’re you’re content curator of of content, and you become an authority, hopefully within your within your sphere, right? I think, you know, tend to touch on that authority issue if you’re if you’re pinning some content that’s not your own, uh, that maybe, you know, kind of the reverse of becoming the authority. Okay, you’re a curator and that’s a good thing. So you’re bringing things of interest, but you haven’t really added to the authorities factor. So somebody who’s actually interested in what you pinned is just going to click on that pin and jump to the site. That weird originated, so i’d be careful of their, you know, but it is a place to get exposure. All right? Let’s, talk about the block you had. You have some suggestions about getting started with blogging? Yeah. One of them you talked about was was tumbler and tumbler is, i guess, it’s a version of interest and that it’s, highly visual. Um, but you actually can post content there. You can also curate it and post. So on it’s a free it’s, a free resource. You could just create a account you can upload pictures of your events. You can upload text about whatever it is that you’re doing. So so that’s. Ah, relatively easy way to get in. It’s, it’s, inexpensive and fur and supposes cheap on dh free i think? Yeah. Okay. And that’s t u m b l r write the word tumbler without the okay. Okay, so, yeah, i would suggest that maybe uneasy. Wait for an organisation to get in where there really isn’t any there’s. No overhead. It’s, quick and easy, todo. Now, wordpress is very popular, but that’s that’s maura, traditional type written blogged, right. Uh, correct. Right. Word press is probably the white, most rightly used blogging platform, although there are plenty of others but that that could be for you can actually do a you can set up your own wordpress block account by going tio it’s. Um, we’re press dot com, actually. And you could get the free option and start with that. And so you can set that up and you can actually just start to write articles. You can write the articles right within wordpress and just click save and it’s published so it’s very, very simple todo right there there are elaborate wordpress blog’s but you don’t have to shoot me not to start. You certainly shouldn’t start there. You start seeing i would say start with just the three one and go from there add content had pictures. If you have videos, you could do, those two do. Although the free site has restrictions on, you know how much you can actually upload and save to the site. Okay, we’re going to take a break, and when we come back, we’ll talk a little about maybe creating cem video, that’s, that’s, simple to do, because that could be compelling authority marketing. Now i’ve had to change. The name of the segment accommodates got from content marketing now already marketing that’s. Ok, i’m flexible, you flexible, dammit! All right, we could take a break. You stay with us, scott will, and i hope you do, too. Dafs you’re listening to the talking alternative network. 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. Buy-in 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 that’s, monte t m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Oh! Welcome back. Tokyo, japan, fukuoka and metallica, japan welcome konnichi wa. Very nice to have you with us. New york, new york and memphis, tennessee live listener love and our listener in the united kingdom. We sussed you out. You tried to hide, but we learned that you are in manchester, england. So not welsh after all, which you may be pleased to hear that you’re not welsh. Well, you could be welsh, but listening from manchester but probably not. So we found you despite your efforts. Teo cloak on. Be deceptive. All right, scott koegler let’s, talk a little about video because video, you know, you and i have talked about this before, it doesn’t have to be high production phones that take shoot video are so common you could arm your employees or your other constituents with the phone, maybe at an event or maybe just on their own. This could be good authority, content authority, marketing, absolutely. And it’s uh, sometimes actually, most of the time, it turns out to be very current because the videos, as you just mentioned a lot of time, shot with their with their cellular cell phones with their smartphones, and we’re even just any kind of digital camera now takes video. Uh, of course, the smartphones. You, khun, take the video posted almost live on, you know, the face of people like to see themselves and people that they know so particularly had events. I saw one organization that recently kind of they turned around the old thing about putting the the, you know, the throwaway camera on the table? Yeah. And they put a card on the table that says, use your cell phone, uh, shoot a video and uploaded here, and they got i think they were just overwhelmed. They think they’ve got a couple of hundred up loads. So, you know, that’s good and bad, right? How do you use and select the ones that you wanted? But it did. It proved the point that it was a very popular option and something that people would engage with immediately. So just kind of take that idea further. What do you do with that? Um, you can either download those those videos and create a kind of a montage using your own software, or you don’t have to do that. You can actually use tools within youtube to, uh to mash up your videos on create, you know, kind of an overview doesn’t have to be ah long or complex or even, you know, two super high quality just paste a bunch of pieces together, right? You to diligently, of course, youtube has editing editing tools right now. There’s a sight that we know one listener maria simple likes because we know maria because she’s, a regular contributor and you talked about this site almost a year ago on a moto for video. Exactly an emoto is great. Um and, uh, i mean, what it does is it allows you to use both video and still images and create a you know, we’ll call it a video, and it actually is a video. Even if you have images there, uh, there’s basically photos, and it does very complex transitions. You can overlay text on it. You can overlay background music on becomes very engaging. So, you know, in a matter of probably ten minutes, you can produce one of these things. Yeah. Maria maria has been using it for a non-profit that she volunteers with, but she heard about it from you first. And like i said now, it’s been close to a year she’s using it all right? And we’re just, you know, a free tool that’s simple to use and, you know, sort of quick and dirty video that can be can be moving or informative, right, exactly an authoritative and that, again, just the good kind of go back to that word that’s really, what we’re trying to do here is to increase the believability that you’re just you’re not just somebody out there trying to raise a few bucks for, for who knows what you know, but you are actually an organization. You have a purpose, you know what you’re talking about, and it gives the people that you’re communicating with something teo grab onto teo to associate with and maybe even to, you know, get it personally and personal involvement with well, there you go, that’s that’s what this is all that we were trying to engage, we’re trying to have a connection, a dialogue so that you become affiliated with the work well aware of the work and then hopefully become affiliated with the organization, maybe as a volunteer, maybe as a donor, maybe just as a spokesperson and an advocate on the web right? Absolutely. And you know right back to the blogging section. And you mentioned, you know, get some of your constituents, your volunteers, whatever to to contribute content. If you have a relatively large organisation, you have a much better chance of getting, you know, five or ten individuals who are able to contribute something. If you could get them each to contribute something every two months, even you’d have a you have something to become consistent with. Consistency is one of those things that really counts. Okay, on dh there’s, your there’s, your sort of army of advocates and and volunteers. I mean, you may never make that. You may never meet the people, but if they’re contributing content once in a while, they’re supporting your work. Exactly. Exactly. We did have a correction for you, scott. The forward press sight is its wordpress dot or ge. Okay. Yeah. Okay. Well, i got sign up. Dot wordpress, dot com uh, so if you want to go directly to the sign up, but you’re right, wordpress dot or ge is where you go first. I am sorry. Okay? That’s okay. Okay. No, no, no. All right, but sign up. Dot wordpress dot com. But if you want to go directly toward press and learn more about it, that would be wordpress dot org’s. Okay, now you what? You’re trying to be an authority buy-in and i really messed up well, but i want to help you. It’s xero there only nine thousand dollars will do good. Only nine thousand people listening. Well, no. Nobody listens to this show. So it’s not gonna matter. It doesn’t matter what you say. Any closing thoughts you want to leave people with in their authority? Marketing? Um, i would say it’s it’s something that really people are hungry for, even though there’s plenty to read on the web. Uh, you know, the old thing, you know, you can’t publish anything. It is untrue. It’s untrue. On the web, right? Yeah, of course. But i would say just along with that, if you if you plan to go into this one of your main goals, should be to be consistent and to do it on an ongoing basis, you know, putting up one post every three months just is not really gonna do anything. It’s. Probably worse than doing nothing. Scott koegler is the editor of non-profit technology news at n p tech news. Dot com and scott remind us what your twitter ideas it’s xero scott koegler course spelling koegler is not easy. So it’s seo t k o e g l e r all right, scott, thank you very much, but with this, we’ll have you back next month. Thanks doing my pleasure. Thank you. More live listener love, new york, new york, memphis, tennessee and richardson, texas live love to all of you hope you’ll be with me next week when we’ll be talking about talk between the generations. Phyllis weiss haserot is a consultant in cross generational communication. Ines boomer boss in a general i worker gen x boss and a boomer worker how about a general i fundraiser and a boomer or boomer plus donor? We’ll talk about strategies for working across the generations we’re all over the social web you can’t make a click without sparkle adoro testa, i hope i’m saying smacking your hard head backing your smacking your head hard into tony martignetti non-profit radio that’s what i’m trying to say anyway, you can’t make a click without that. Ah four square, for instance, are you? On foursquare, if you are, then let’s connect because i’d love to see where you’re eating your breakfast in your dinners. I want to know what’s coming up before the show sign up for our weekly insider email alerts on the facebook page. There was a time when i had to say facebook, dot com forward slash tony martignetti non-profit radio that was, those are my dark days in social media. Now, i just say on the facebook page, and we all presume that you know where to find that our creative producer. Yes, we do have one is claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor shows social media is barbara jean, a walton of organic social media and the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope to be with me next week. Oh, i hope you’ll be with me next week. Talking, alternative broadcasting talking alternative dot com on friday, one to two p, m eastern. I didn’t think you could do. You’re listening to the talking alternate network. Duitz get him. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream. Our show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten am 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. Oh, 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 friday’s one to two eastern on talking alternative broadcasting. 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. Join me, larry shop 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 know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. 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Tony’s Guests:Diane Lansing: InteGREAT Communications And Marketing
Diane Lansing, president of Lansing Associates, has ideas for getting your communications and marketing in sync. Then she wants you to apply analytics so you know what works and what doesn’t, in the short- and long-term. Sounds simple. Are you doing it? Diane will get you started.
Maria Semple: PRI: Program Related Investments
Our prospect research contributor and The Prospect Finder, Maria Semple, is with me to explain why foundations don’t only make grants. Some offer loans, loan guarantees, equity investments and other PRIs. How do you find these foundations? Listen to Maria. She’ll also have info on conferences you’ll want to pay attention to.
Top Trends. Sound Advice. Lively Conversation.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
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Durney 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. What a coincidence that i found the show. I haven’t said that for a long time. I hope you’re with me last week i’d feel terrible if it came to my attention that you had missed press pause. Juliet funt is a consultant to fortune one hundred companies and a motivational business speaker. She wants you to make time in your life for white space, you’ll be less stressed, more creative, sleep better and be more productive. Your relationships will flourish. She has a kid’s version that we talked about also she’s, the daughter of candid cameras, allen funt and we shared a white space together also divine devices, desktops, laptops, tablets and handhelds. Scott koegler had tips for picking the right device to fit your budget, work style and personality. He’s, the editor of non-profit technology news and our regular monthly tech contributor that was an archive feature, which means an oldie but a goodie this week integrate communications and marketing. Diane lansing, president of lansing associates, has ideas for getting your communications and marketing in sync. Then she wants you to apply analytics, so you know what works and what doesn’t in the short and long term? Sounds simple, but are you doing it? Diane will get you started. We’ll talk about all that and p r i it’s, not particle resistant influenza it’s, not public radio international and it’s, not personality related insomnia, no it’s programme related investments, our prospect research contributor and the prospect finder maria simple is with me to explain why foundations don’t only make grants, some offer loans, loan guarantees, equity investments and other pr ise how do you find these foundations? That’s what we’re going to talk about? And she also has info on prospect research company princes that you’ll want to pay attention to between the guests. Antony’s take two it’s my blog’s this week is talk about gift annuities and that’s what i’ll do on take two my pleasure now to welcome diane lansing she’s, president of lansing associates in new york city. She has over thirty years of strategic marketing and communications experience. She started smiling when i began this introduction that’s lovely, she advises on how best to take advantage of new media to attract new donors and advocates to build loyalty and to provide value and information to donors and prospects. I’m glad that her practice and her expertise brings her to the studio. Diane lansing. Welcome. Thank you. Glad to be here this morning. Pleasure to have you. Communications and marketing should be in sync and we’ll talk about sinking them. But how are they different? What? Yeah. How do we distinguish thes? Often the marketing function is designed to think strategically about where we can go, what we can do to increase our our membership, our donor base art sponsorship and the communications people sometimes air left in the sort of functionary aspect of just printing materials or putting things up on a website that may not be is organized and is driven by the overall mission and purpose of the organization as well as its new directions. They could be a little bit sometimes behind the curve. I see less of it. Today is frankly, financial pressures are causing many organizations to combine the two and that’s good that’s. Good that’s. A good thing, because that now they’re all singing out. Same sheet of music. On the other hand, i also see organizations where these even combined functions are not is properly in sync with the organ, what the organization’s doing as they can be. What does that look like when they’re when they’re not sing? A really good example is ah major museum here in new york city has a wonderful gift shop that has absolutely no relation to the exhibits that are going on in the building. They just sell stuff branded with their their identity barely even though it’s ah it’s ah ah ah, i assume an outsource project, but whoever runs it doesn’t even take a look at what’s going on in the exhibit space that they could basically back end on so that it would increase their sales. What happens when the marketing let’s say they are two different people in charge of each of these two different areas? One is more senior than the other, like one maybe is a vice president and the other is a director. How do how does the director get the attention of the vice president and, well, the other the other way around? Wouldn’t it wouldn’t be trouble, but how does the lower echelon person get the attention and and buy-in of the of the more senior person oh, i think that this is a wonderful opportunity for someone who’s looking to advance their own career, come up with a good idea and show why it works. It’s a very unusual boss that won’t take advantage of that because it works to everybody’s advantage, and so then you may have to get buy-in from from above, you may have to, but none of the things what makes all of this whole these holder direction so interesting is that they’re basically free. This isn’t something you have to get a lot of people to sign on for because they’re expensive, the kind of things we’re talking about now tweaking communications that air you sent out by elektronik media using analytics cost virtually nothing, right? But the’s tweaks sometimes in organizations where there’s micromanagement from the board, the cookies that’s the worst. Where it’s the board which convenes, you know, once a quarter at best, but it could even be from the executive director ceo. I mean, how do we deal with those kinds of pressures from people who are above but not as skilled as us? I think the really good news is that the kind of things we’re talking about this morning, especially analytics, are a way to show to demonstrate to anyone peers, superiors, boardmember sze anybody, the growing effectiveness of new campaigns and new strategies and techniques that you’re using in your organization so you can not just you don’t have to diss present an idea that i think this would look really nice if we did this. You can say we pilot tested this last month and look it we did it method a got these results method b got those results plus twenty percent, so we’re suggesting we do more of method be okay if you can if you can back up your ideas with obviously with quantitative, exactly and next and that’s the beauty of analytics to that not for profit world big corporations used to try to quantify the effectiveness of their marketing efforts, which is not always easy to do. It’s not easy to tie brochures and mailers, and whatever into what happens to the sales, the ultimate sales at the end of the day. But now, with analytics, you, khun really track how many people are paying attention to you and then you could look at what happens to year enrollment, your donations, all of the factors that matter to your organization and not only can but ought to be, because there’s so money there’s so much i see happening in charities where it’s it’s a legend or it’s wives, tales or it’s, you know, it’s, just the conventional wisdom, but we’ve always done it this way, right? That’s it? Yeah, i mean, you see that i’m sure you see that in your practice all the time. Okay, do you find people then resistant or welcoming to the idea that we’re actually going to test and see whether your conventional wisdom is correct? I think it’s two points, what i see is that initially there’s a little resistance because people look at, oh, my goodness, people will be able to see that what i’m doing wasn’t as effective as we hoped. I don’t see it that way. What i suggest is doing things a couple of different ways to be able to show management you’re bored anybody that is concerned about your area, that this method produce better results than that one. What you’re using analytics for and all of the information. That you could gather is to help guide your choices and how you spend your time and your money. And when you do that everybody’s backing you, there’s no loser here, everybody wins duitz okay, i just have to make that case you didn’t. And that’s what analytics helps you do. Ok, well, we’ve been talking around analytics so much, right? So i get a sense of how we make the case internally. I mean, understand on dh what it looks like when marketing communications are in sync. Now, let’s apply some of are some of the analytics. What? Well, how do we decide what we should be measuring? What are what are key numbers? What are key numbers are the key numbers that you want to look at first? Well, they’re two basic areas that you should be checking one is if you’re using email blasts, which most organizations do do, regardless of what you’re using, what system or what company you use, whether it’s, your website, host, or whether it’s, an independent company like constant contact, they provide instant feedback on every day. How many people will look at your email? Looked at what you set out its called the click through rate the ctr for short, they will tell you very quickly what kind of response you got if you send something out to five hundred people and only fifty, open it up. That’s a good indication that you may need to change your subject line may need to change some way that you’re appealing to your audience. Subject line is interesting. I mean, you could there and it’s an easy way to test, right? Just do some simple a be testing on absolute varieties of subject line. Talk a little about the really indict first of all segments was not my idea. It’s a brilliant idea that i’ve heard it all. Thank you. One of the things that we can do now again that this frees you, khun segment your your audience by age by interest. Separate donors from members separate sponsors from donors so that you can send out various tweak to messages to different groups and you can identify what’s working in each one. Send them out on separate days and the track than the follow-up and the click through rate for each group. You can see how you effectively you’re reaching each group. With whatever you’re reaching them with, you can even pilot test a single group and sent to different message. It is to a small segment of that group day one day to see if one subject line got a better response than the other. If one was more attention grabbing than the other, that begins to help. You formulate the kind of things that are getting people’s attention. So they want to read what you sent them. All right, lots of variables that were juggling, and we’ll get a chance to talk about more those after we go away for a couple of minutes, diane lansing will stay with me, and i hope you do, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. 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, improved your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dahna time to send live listener love new york, new york, new bern, north carolina. Massapequa park, new york. Welcome, where’s. The united states of america does s so far that so that’s. What we’ve got in the in the u s of a and massapequa park. I know, i know. Massapequa park. Well, because it’s on the babylon line and i take that line to a client. So i listened to that recitation of ah, of cities. Seaford, massapequa, massapequa park, amityville co. Paige lindenhurst on babylon. I think so, your honor, i know you’re on that line. I think i think i got that right. But i know you for more than long, alan railroad. I used to have a friend who lived in massapequa park. We don’t think that the long alan town’s air represented only by railroad stations. How crass would that be for? For a centered new york self centered gross new yorkers to think we have. Ah, good live listener love abroad. Seoul, korea, seoul, korea on yo haserot and japan. We don’t know what city in japan, though, i guess japan konnichi wa back with diane lansing. And we’re talking about integrating communications and marketing, we have all these variables age maybe, but even without that subject line, purpose of the communication, all the different ways of wording, whether we’re going to use email or one of the maybe the social networks or we’re going to put something on our blogged i mean, we talked about i mean, how do you how do you how do you test all these different things? I mean, there’s there’s so many different combinations. Well, why don’t we take a real example? Let’s say your organization is going to have a fundraising event for all of your younger members? You’re going to have a fund run in the park for them, you could easily take a basic message about that, and you could tweak it for the kids who were going to sign up to do the running. Another message for their parents, which by encourage them to get a couple of other siblings involved or a couple of neighbors and friends. You could tweet the message further for all of your all your donors and another one for sponsors who are providing the t shirts and whatever each of them showing what this what? This organization what? Is about and what this event is for what it means for your organization, what it means for each of the groups that your tailoring your message to and then within each of those groups where we could have different, we can have different tests exactly. So for the kids, we can have test different ways of wording as well a subject line, something for the parents, right? You could do that depending if this is a big do, we don’t want to have all these things that too cumbersome and occasionally it’s worth taking, you know, ten or twenty of your members make a little separate group and do two different versions on day one and day two for just just this the donors and then do two different versions for the kids who might sign up on day one or day two. So before you go with a hole, the whole big announcement of this nationally for or citywide wolber bigger organization is you’ve got a sense of which subject line creates the buzz that gets people to open your me mail and then see what you’re doing and then in your email you, of course want tohave. You’re setting up on ongoing dialogue that hopefully people will follow through the event and its aftermath. So you’re getting various levels of excitement about the event itself, drawing more people in and one way you do that is you keep referring people to your website, where there’s more information that allows him to sign up online. You refer them to your social media, your facebook page, where there are photographs of people who are starting to prepare for the event, and then after the event again, you use all of these. Each of these various avenues can be used to direct people to other sites so they could get more photos of the iran and the winners at the end on the facebook page. There’s a wonderful big group shots of everybody on your website you get people used to being familiar with all the ways that they can basically link into what you do and who you are. The analytic tools will often tell you where someone came from. Exactly what what was that? Some of them called referring agent s o you know what you are l they came from or eso where they came from your block to your facebook page or maybe an event landing page to your facebook page or vice versa, you know, write exactly now some of these air a little bit, depending on where, how much analytics you want, the basic services are free, okay? The basic ones from google and your email blast systems are going to be free. They all provide that email blast systems like constant contact, contact chimp male male children, his chip male banana banana chip mail. I don’t know harry apes of area out of area b middle marketing and they’re all there and they are they’re all very good when you get into your website hosts our and also google, which is an other sorts of very good analytics. They all provide premium packages where a different levels of price points you could kind of move up the scale and get more and more detailed analytics. You could also get people in their organization who will work with you under outta hand hand basis. Most organizations, the not for profit world needs probably not too much of that. Okay, so you think you’re free stuff is going to give you all a lot of most the free stuff is wonderful just start with that you’re going toe, you can play with that and learn so much from that. How does all this feed into our marketing plan that we hopefully have in place? You’re actually, you should be looking at the kinds of results since you get and you should determine that, you know, those regular emails that we’ve been sending out really aren’t getting much attention, but the alerts that we send teo through a facebook our is in our organization is actually getting better, and then we’ll figure that out for the analytics, which we’re going talk a little about short term, we’ll get there, but how does this feed into your longer term marketing plan? Because what you’re really doing now is you’re not changing what the organization is going to do. You’re simply changing the ways and hopefully evolving the ways that you can most effectively reach each of your stakeholder groups by using information that you learn over time on who responds to what which kind of things engaged in the most that’s, where you’re going to spend your marketing time, that’s, where you’re going to spend the effort. In drafting content, organizing it and sometimes snail mail really is valuable most of the time that you may just find that some things get different response and that’s where you want to spend your budget dollars and your time. Okay, so then that so then those conclusions go into the marketing. Exactly. Okay, what we say is each year we learned last year that this that we did worked really well, so we’re anticipating in this coming year, we’re going to do more of that, and we’re going to cut back on our budget that we used to spend on thus and so, because it really wasn’t getting where we weren’t really getting our money’s worth from that, and then you take that information to the board and say exactly, we’re not squandering the money where our marketing budget is actually pretty, well sophisticated, right? We’ve learned and here’s what we’re here’s what we’re doing in reaction to what we learned exactly we’re targeting our every dollar in every minute of our time is effectively is we can based on everything we learn let’s digress a little more into the marketing plan because this is a big part of your your work? What else would just you know what else belongs in a marketing plan? Oh, my goodness. It’s hard to quantify in a single way because of the not for profit world is so darn big and it covered so many organizations, but i think the ah, everybody now is also scrambling for how do we go after scarce dollars? And we’re all seeing that a lot of people have tightened their wallet aunt since two thousand eight and even with things getting better, it’s not there, not loosening up quite a cz muchas i no, my clients would like to see them loosen up. You’re probably seeing the same thing in your client’s, tony, i think thie what i see is that just the ability to show the board that you were using this information and you’re being this intelligent was likely to open up some doors for you within the organization to use what you’re learning even more broadly than you have in the past. You’re finding ways to reach people that your earlier stuff just didn’t get through to. And i think the marketing plan really disney’s to quantify how you’re going to spend your time and your money. How are you integrating all of the avenues? You have to reach people, not only your current members, but now how can you build on that? To reach a larger audience of people who are not already involved with you? This frees up. Then once you learn how you reach your own people most effectively, this helps i challenge you and also helps direct you and how to spend your money to reach new public fired-up squiring new people. Exactly. Find out a lot of your prospects. Come from your blogged or your youtube channel thing and then direct than direct people there. And obviously, direct your efforts in that area in terms of acquisition requiring new in terms of acquiring new people, you can get your you can put out pitch to have all of you. If you’re finding that certain of these are our new and really interesting, you can put out a little pitch to all of your supporters, too. Bring a friend to an event or forward this to that’s. Another key thing both in all the e mail blast systems offer that they should, and you should take advantage of it. You should hyperlink to everything that that you do hyperlink to your website, hyperlink to your social media pages, and then all of those have an ability to forward share with there’s some whatever the wording is in the company that you’re using and encourage your members to do that. That’s you’re the best marketing tool you have people who already believe in you everything, i’m share it with their for exactly, and this is something again that we didn’t used to have the ability to do at all all but which all of these venues now open up for you for free, and then the individual person is talking to their friends, saying this cause means a lot to me, you know, check it out and and this fund run was come join me. This is a lot of fun. I went last year, it’s a blast, you’ve got personal referral combined with a message that you now know because you’ve tested it, you know, works. We’re talking about integrating your marketing in your communications. Diane lansing is president of lansing associates, which you’ll find at lansing l a n s i n g associates dot com lance is a ah is a weapon to spear lying again, lance a boil, but really that’s that’s gross. But lance is something else. As in a species disappear, it’s not a story fear point it is it’s a long it’s a long weapon of war. Yes, you didn’t. You don’t want to be in the wrong end of it is the idea. So you’re lansing, you’re out. Have you thought of this? I don’t know, lance. I’m obviously your name. You’re out lansing, new constituents. We’re not we’re not. We’re not killing them, but we’re just wounding them enough. No, we’re not even. We’re just lansing them to bring them in. We’re hooking him. Yeah. It’s a it’s. A targeted lance. Right. Talking to lansing event. All right. I actually did the entomology on my name, and they actually think it comes from something as pedestrian. Is that somebody had a a potato field? It was the shape of a lance point back in the netherlands. Yeah. It’s really built entomology. I like that word. Entomology way. Don’t say entomology, because that would be reasonably setting ants on dh critters. Ah, little crawly bugs. All right, let’s, go back to the analytics and we want to break down short term and long term. What is your what can we be studying? Short term. Okay, the short term thing is i say, when you do a little pilot test, say you do a little take a small number of your stakeholder groups, all of them together, or even just some of the key groups that you want to try and send a couple of variations to them on two different days and see what happens. That’s the short test and you find which kind of things are working, but begin to track over time over a year’s period. Look at which things one versus which things law and when the time of day exact day of the week, most people will it’s not there most of the time, wrong? No, no email system would tell you that the best time to send out any kind of a blast email is tuesday, wednesday, thursday. Ah, you will get a much hyre read rate then you will on a monday morning when people come into their office on dh look at this huge long list they don’t, you know you’re much more likely to just to get eliminated right off the bat. Okay, so much better to do your emails. And tuesday, wednesday thursday and friday’s people just don’t stop caring about their gone. Yeah, they’re off to the beach, but then, over time, keep start track your records look at the kinds of messages kind of subject lines that air grabbing people’s attention look att and clearly some events are automatically going to be a draw, bigger audience, your annual event, whatever that is, we’ll automatically draw much hyre click through rate than than just a normal announcement, but even you can track and see how different ways of word in your normal, just a little update what kinds of things pete people’s interests, what kinds of things they’re working for you and over time you’re going to get it if you track it and keep, you know, really record what you did. What? What was the loser this week? Which one? Which one won? Was there a material difference? You’re going to begin to see patterns of the ways that people are most attracted to your organization and what you’re trying to tell them. Okay on dh and longer term, longer term. Again, you just know bill down the cumulative experience of the short term things, okay? And all these variables i love playing with age and interests and subject and what channel we’re using, what what network, what outlet we’re using for different purposes all really very interesting, and the other side is don’t go nuts with us. I mean, if you’re an organization with, you know, two billion dollars budget that’s, something different, most not-for-profits we’re looking for general ideas here of what can be helpful to you, there’s no there’s a point where there’s kind of diminishing returns after at some point you khun spend so much time wrapped up in the technology that you kind of lose sight of you lose the forest for the trees, and so i’m all for analytics, but also use them wisely, but use them, use them, smarties them intelligently. All right, tell me what it is you love about the work that you’re doing for non-profits oh, i just i’ve been in this field for probably thirty something years, and i work across the fields, from social services and cultural to religious and civic organizations, and i just love working with the people who are as passionate as they are about the issues they care so much about, you know, it just it’s it’s firing to me every day, and how do you see that what you’re doing is helping them? Because particularly in this time of resource is being really strapped. I like that we’re helping them to find new ways to appeal to donors and help them open their wallets a little more and that’s the primary focus of what we do, okay, all for very important cause is absolutely right. Diane lansing is president of lansing associates in new york city, but she works around the country and again, you’ll find them at lansing associates dot com diane, thank you very much. Thank you. What a pleasure. We’re going to go away for a couple of minutes and when we come back it’s tony’s take too. I’ll talk a little about gift annuities. And then maria simple, our regular prospect research contributor joins me and we’ll talk about those pr ize particle resistant influenza. No provoc programme related investments. Stay with us. You didn’t think that shooting getting dink, dink dink you’re listening to the talking alternative network get in sting 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. 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. Hi, i’m bill mcginley, president, ceo of the association for healthcare philanthropy. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Durney got more live listener love taipei, taiwan, kunming, china gone jal, china, shanghai and beijing, china to all of you. Ni hao and torrance, california joined us torrents welcome. Glad to see some california representation. There almost always is torrents. How are you doing out there? Tony’s? Take to my block this week is talk about gift annuities. Ah, this is really only for charities that offer that type of planned gift on the block. I have ways of opening the conversation about that that way of giving long term, um just to acquaint you with it, it’s something that is irrevocable dahna makes their gift and they get income back for life at a fixed rate and when they have died than what remains is a gift of cash to the to the charity that was sponsoring the charitable gift annuity program. So who do you talk to about thes usually you talk to people who are sixty five and over and within that age range, there are some clues that you listen for that could reveal a good prospect like i need mohr income or i’m supporting an adult child or i’m supporting a sibling because the income from a gift, annuity doesn’t have to go to the donor it usually does, but it doesn’t have to i’ve set them up where it was parents creating the gift annuity paying income too. The case i’m thinking of his daughter’s, three different daughters, so if you hear that someone is in need of income or they’re concerned about income, or maybe they’re concerned about income in the future in their retirement years, there’s a variation on the gift annuity that khun help that person also. So those air some of the clues and i have ah, little more about that on my block on the post called talk about gift annuities um, now that you have your specs, what do you start to say to them? And i have some examples of simple ways, plain language explain the features of a gift annuity so that people will understand them. And there’s a said more about that on my block at tony martignetti dot com and that is tony’s take two for friday eighth of march, the tenth show of the year. We’re in double digits now already. My goodness, maria simple. Are you out there? I am here. I know you are marie simple is the prospect finder 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 donorsearch now you can follow maria simple on twitter at maria simple. We’re talking this month about pr ise it’s not personality related insomnia, it is programme related investments. Maria, what are these things? So they’re very interesting tools that are being used by foundations to be able to help non-profits as well as social enterprises as well. So they are not completely limited e-giving on ly to the non-profits sector, but it’s a way for them to continue to support the sector. But there is a repayment of that money once you receive it from the foundation. So it’s not like an outright grant that a foundation makes which obviously does not get repaid. So this is an opportunity for them. Tio, do some additional mission investing, if you will in organizations. So this is much more entrepreneurial. I think so. Yes, absolutely. It is much more entrepreneurial. Many people really kind of look at it as a loan from the foundation. Very low interest. You know, one of the one of the basics really to them is that they have to be below market rates, so sometimes there there could be xero interest associated with it or very low in just associated with that particular loan. Ok? And i think these fall under the rubric to of social investment, social engagement, but in a financial way. That’s, right? That’s, right? So, you know, you know, like grant, they’re they’re made for charitable purposes, right? But unlike grants, they’re expected to be repaid, often with at least a modest financial gains, and they cannot be made for the primary purpose of financial gain. So again, they did no. The below market rate, for instance, right, has to be below market rate. And the foundation also has to make sure that they’re making that that p r i to an organization that really falls within their their overall mission and goals of the foundation. So it can’t be something that really falls outside of it at all. Okay, so you know your where was talking about prospect research? How are we going to find foundations that will do these types of alternative investments in your work? Well, actually, one of the best tools that i found to be able to research this is through the foundation center. So for your listeners, who might be subscribed to the foundation, direct directory online or have access to it at one of the either in new york or at one of the co operating collections, if you search that online database, uh, program related investments is actually one of the categories that you can actually search upon in that particular database. So it’s it’s, pretty useful t use that database for it. So in terms of what i’ve been able to come up with, i think that might be sort of the best and easiest in this time, because you can search on that key word. Okay, let’s, let’s explore the cooperating collections that air throughout the country. We’ve talked about them before, but its been many months just remind listeners what those are and and how they could find them. So you would really want to find out what closest one is tea, your non-profit organization. Geographically, you can go to the foundation center’s website, which is foundation center, dot or ge, and check out their cooperating collections. Link to find out where the closest one is teo to your facility and then and then you can use it for free, right? Yeah, yeah. You go on site to a cooperating collection. You can use it for free there. Uh, so, you know, you might save some significant money on prospect research by going, you know, making usually what i’ll say to non-profits is. Look, if you have zero dollars to spend on the foundation research making a point at least quarterly to visit that cooperating collection and spend some time there really researching that resource, they also have training now, right? Is that the case and all the cooperating collections? There’s training that’s free on how to use the foundation center tool. You know, it might vary from site to site in terms of what they have for training. But i can tell you this in order to become a foundation center. Cooperating collection, their own reference. Librarians have to be well versed on how to use the products there. So you could always get someone on one help. I’m sure from that reference library. Okay, even if it’s not formal training, right. Exactly. Exactly. We’re good. We’re going to say something else. No. Good. Okay, well, just that foundation center. I wonder why why they chose to spell it. C e n t e r and not c e n t r e i would have added a little cash, eh? I don’t know a little elegance if they’ve been foundation center cnt ari, but i don’t want to confuse listeners. They don’t spell it that way, just as a little panache to it, you know, like theater tr ee now, i want to tell you about another website real quick that i thought was really good to learn a little bit more about this whole arena. Really, it was it was great for me in terms of just general education, um, there’s a network of foundations that that are currently doing pr ise it also are considering getting into it and its mission investors dot or ge so they do have a database, but you have to be a member to search the database, so not so useful, but what they did have was a free webinar as well as downloadable slides that you could take a look at that really kind of goes threw a very nice overview of what this whole area is. So, you know, if you’re just looking for some general education about the arena of programme related investments and whether or not you might be a good fit to approach a foundation, i thought that website was really a good one, and i’ll make sure that i give that to your listeners on your social media outlets, okay, that’s, the lincoln and group and the facebook page. Why did you just say the girl one more time? Mission investors dot org’s. So m i s s i o n investors dot org’s. And then i did ask the foundation center. You know, you can often just get into a chat. What the fear listeners aren’t aware of that you can chat with pendant foundation center representatives online, so i wanted to kind of really hone in on well, what section of the irs? Nine ninety report would we even find these listed on? Right. So if you’re trying to figure out well, now the nine. Ninety of the foundation. Yeah. Yeah. You know what? You know what? What, paige, would they be? List non-cash actually gave me the exact page. That what one could find those on so they have it on. The details are located on part ten b and it’s actually entitled summary of programme related investments that’s outstanding that you could get that kind of support. Do you have to be a subscriber to the foundation center database to get that online chat support? No, you can just go online and ask away your questions so i knew that this was a general enough question that i could ask that, you know, didn’t involve, you know, getting into a paid database that they could at least point me in the direction for what page of the nine ninety this this information is housed on. So, you know, for those of you who maybe have nine nineties that you’ve been looking out of foundations, that is the particular area you want to look at on the nine ninety filing, okay? I just think it’s amazing that they were able to answer that question for you. Did they say what? Let us they say, let us research it. Well, we’ll e mail you back or did it come to you during the in the midst of the live chat? I just had a way couple minutes while they came up with the answer, and then they just chatted it back to me and they, you know very nicely. Email you a transcript of your chat. Excellent. Ok. That’s. An outstanding free resource. Excellent record. Is there another resource that you like? You know, you’re the doi end of dirt. Cheap and free resources. Eyes there. Another one you have for investigating these pr i foundations? Well, they did come out. The foundation center themselves came up with a pretty good report a couple of years ago. And it’s a little bit dated. It came out in twenty ten and so some of the data is from, you know, the mid to thousands, but they really give a nice example of who the largest pr i providers are. So they give foundation names how much money they invested that year. So, for example, you know, they give you those top twenty five. I was surprised to see that in two thousand six, two thousand seven, they did almost seven hundred thirty four million dollars buy-in programme. Related investments. And that was just the top twenty five on dh, can you? Give us a sample of what some of those top twenty five are the names that we’d recognise. Yes, some of them really are ford foundation, david and lucile, packard macarthur, bill and melinda gates, walton family. But see any casey foundation okay, all very big, very big, mainstream, well known foundations, right? Right? And i think really, they’re they’re they’re probably the ones that are actually sort of the trail blazers with this and really are taking the lead and other smaller foundations i think are kind of watching them and saying, you know, maybe this is something we consider doing as well. One of the things i didn’t mention is that when they make a programme related investments let’s say a foundation decides to do a million dollar pr i that counts toward their their five percent that they’re required to pay out. Okay, it does all right, even even though they’re getting some money back or they may or may not think that they can count it in there, you know, again, it has to make sure it’s all lies in their mission and etcetera, etcetera. But, you know, i thought that was that was pretty good. Tto learn about and that be good for non-profits to know going into this, okay, any other advice around pr prospect research? Now, i think that, you know, that’s just a really good general overview for you also, if anybody is a listener that is related in lobbying activities, that is the one area that they can’t, um, that they can’t get involved in, so they’re not allowed teo fundez anything having to do with any kind of lobbying? Okay, well, five oh one c three the one thing that you know non-profits you need to be aware of on dh five oh one see threes, which i think is most of the listeners can’t be involved in lobbying anyway, or only really, in very, very narrow ways, but not even not even in ways that that turned out to be defined as lobbying under the internal revenue code. But i talked with jean takagi and emily chan about that subject months ago. There are regular legal contributors were goingto go away for a couple of minutes, and when we come back, marie and i will continue talking not about pr ize, but about conferences that’ll be valuable in your prospect research. I want to send a little live listener love spring rove, pennsylvania jamaican, new york. Welcome, more more from the u s you guys were a little late. Try to try to check in on time next time hey to admonish listeners, but please, uh, try to check in and try to be on time. One o’clock is when it starts, but now live listener love out, tio, pennsylvania and new york there. Zurich, switzerland. Welcome and mexico city, mexico live, love, live. Listen, love to all of you. We’ll be back very shortly. You’re listening to the talking alternative network. 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. Welcome back and i’m getting a language lesson on our break. More live love tio zurich, switzerland. Guten abend. I hope i’m saying good evening now i know i’m saying good evening. Guten abend, mexico city, mexico. Holacracy. Cleveland, ohio. Thank you for joining us. Even you came in even later than spring rove, pennsylvania in jamaica, new york, cleveland. We start to show one one o’clock eastern. Tryto try to be timely. Please welcome cleveland, ohio. Welcome. Um okay, maria. Some some prospect research conferences now, let’s. Start with somebody though. Who’s. Not a professional prospect. Researcher. Maybe the maybe it’s, even the executive director or it’s someone who’s part of their time is spent in prospect research. Is it worth going to aa prospect research conference for people like that? You know, i think it might be actually i know that in my early years of doing prospect researches and focusing in this area, attending these conferences was really invaluable to may of and so they actually now include. For example, one of the conference is coming up in august for the association of professional researchers for advancement. Apra is known as actually have a new researchers symposium. That they’ve built into the conference, which is for people who have less than two years experience. So that would be great for a novice, a person who, you know, wants to get to know a little bit more about this whole thing. This whole area, especially that’s, one of the half they have to wear at theirjob, andi, even if okay. So even if they’re not a full time provoc but researcher that’s, right? That’s, right? Yeah, they get a lot of great information. And, you know, sometimes the best the best information has learned outside of sessions. Right? So interacting with other people, connecting with someone else that might be in a similar type organization as you are and really being able to exchange ideas of well, you know, how are you spending your time doing research? And what resources do you find valuable to subscribe to? What are you using for free? I just find that a lot of that learning goes out, goes on outside of sessions. I have a special warm spot in my heart for apra because the apra greater new york city chapter many years ago was the first place where i spoke. In public first public speaking about really about planned e-giving yeah, work, yeah, i don’t know how many years ago it was, i don’t know thirteen or something, but doing playing, giving for fifteen years somewhere around there on then and then that turned into speaking at the mid atlantic regional conference or mark on i spoke there once or twice, i might have done that, that one i think i did to mark conferences and that one’s happening today. I know mark is going on right now right now. Virginia so it’s too late for you don’t don’t try to join that one now, because if i think back, i know i disappointed, i thought, oh, i should affect this particular segment up. Tio january will know that there are other parts of the country marine let’s not be so geo centric. Exactly. So let’s, talk about appa unconference because they’re coming up in august. That is that’s the biggie, right? So that’s the biggest one and they bring in people even from other countries come to this one and that’s august seventh through tenth in baltimore, maryland okay, so that’s one that that people can kind of put on their calendars and they will have a tte the international conference. They will have the novice this not-for-profits don’t have the up new researchers symposium will be taking place there at that particular conference, so that seems to be pretty well set. Lots of information on apperance website share that girl with you now, and i will also put it on the on your social media. But it’s a p r a home dot org’s, apra home dot or ge? I think so obviously somebody some other organization must have gotten apurate dot or ge? I don’t know, i have a feeling i’ve not ever tried looking for that girl, but that must be what happened. I just have this one bookmarked, i wonder if that’s like anesthesiologists in puerto rico association or something that you never know somebody took ap pro dot org’s, but so don’t go toe tapper, dot, org’s, goto, aperol, apra, home dot, org’s okay and that’s, where you’ll find information about the international so that you know that one is definitely one to consider. And if you’ve not visited baltimore, maryland before a very nice area tio go visit in the waterfront and so forth. So a couple of others on the radar screen coming up in april up in cambridge, massachusetts, it’s the new england what they call nedra new england were doing officially known as development research association. So some of the apa chapters twenty seven of them across the country, some of them are really big and really kind of have their own, like mark, right? So they have their own conferences, so nedra does the same. They’re going to be april twenty ninth and thirtieth in cambridge, massachusetts, and that website is nedra and gdpr a dot org’s. But basically all of these also just be found on apurate website. Okay, anything that’s, not east coast. Come on, i’ve got a well listeners in torrance, colorado. Torrance, california. Okay, we’ve got cleveland, ohio came in california has one going on june twenty six twenty seven. I’m sorry. June twenty seventh and twenty eight in long beach. Okay on. And they’re known as cara the california researchers. So they’re having their you fudged on that a little bit. We don’t know what karen really stands for. It isthe going to the web site as we speak. California advancement researchers. Okay, there. We go, i don’t, you know, i’m keeping your e-giving your feet to the fire. I know for john had waiting for me, okay, so they’ve got their own event going on and, you know, find a chapter near you and just to find out what events i mean, some of them will have monthly meetings, are meeting every other month, the’s chapters. So i mean there’s, twenty seven of them across the country, so you can just always hook up with one of those chapters and see what regional learning opportunities there, maybe on that that’s where i actually first started speaking on this prospect research topic was at my own apra chapter, which existed in new jersey and no longer exists. All right, it’s, very fitting that way. The last one you gave. I was in california because gonzalez, california just joined us. Gonzalez. I hope they heard it. Gonzalez, welcome. Okay, we have to pretty much leave it there. Maria. Simple. I want to thank you very much for being on again. Thank you for having me. My pleasure. Excellent vice excellent information. You’ll find maria at the prospect finder dot com, and on twitter your you’ll find her at maria simple by maria bye now. Next week, amy sample ward returns she’s, our social media scientist and regular contributor on that subject, and she’s, also the membership director of the non-profit technology network and ten this woman has covered it in another book, social change, any time, everywhere and there’s a good chance. We’re going to be talking about that for the full hour next week. Amy sample ward and she’s also at south by southwest right now in austin, texas, and she’ll have some some notes for us from south by southwest. We’re all over social media. You can’t make a click without sparkle a testa dura smacking your head hard into tony martignetti non-profit radio let’s pick one youtube you could get more on youtube. I have over ninety videos there. Most of them are interviews that have streamed on this show and a few of them. Are my standup comedy gigs so that’s all on my youtube channel, which is really tony martignetti some clown took tony martignetti before i got it to it, so i had to call myself, really? Tony martignetti i’m working on bumping him off, i think he’s in the boston area, if we have any boston listeners, ah, i’d appreciate some help we want to get that i want to get tony martignetti okay, thank you very much for being with me, though whatever social network we might be connected on besides youtube, itunes, facebook, twitter linked in four square pinterest slideshare i’m on all of those. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer and assistant producer is janice taylor shows social media is by regina walton of organic social media and the remote producer of tony martignetti non-profit radio for when we go remote, which will be doing in june, is john federico of the new rules. Oh, i hope you’ll be with me next week that’ll be the fifteenth of march two thousand twelve eighty be anna domini right here at talking alternative broadcasting, which will be found at talking alternative dot com oppcoll dahna dahna hyre durney schnoll i didn’t think the shooting. Good ending. You’re listening to the talking alternate network, waiting to get you thinking. Take it cubine hi, i’m donna and i’m done were certified mediators and i am family and couples, licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alt-right network at www. Dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, 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 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. Join me, larry shop 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 know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. 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 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. Dahna hyre
Rosanna Imbriano–a true Italian–and principal of RI Consulting, encourages you to secure strategic alliances that expand your marketing and save your marketing budget–because they cost you nothing.
This segment with Rosanna has a survey. Please take a moment to answer three quick questions. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.
Claire Meyerhoff: Claire’s Cliches
Claire Meyerhoff returns. She’s principal of The Planned Giving Agency and creative producer of Nonprofit Radio. This week she’s got cliches aplenty for you to avoid and simpler words to replace them with. The show’s Jargon Jail is sure to suffer overcrowding.
You’re on the air and on target as I delve into the big issues facing your nonprofit—and your career.
If you have big dreams but an average budget, tune in to Tony Martignetti Nonprofit Radio.
I interview the best in the business on every topic from board relations, fundraising, social media and compliance, to technology, accounting, volunteer management, finance, marketing and beyond. Always with you in mind.
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Zoho dahna oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for your for the other ninety five percent. I’m the aptly named host. Oh, do i hope you were with me last week? I’d be in distress if i learned that you had missed last week’s show, which started with small shop planned e-giving claire meyerhoff is the principle of the plan giving agency and this show’s creative producer. We talked about marketing gift planning in ways that are not same old, same old for small and midsize charities. Claire turned the tables and interviewed me at last year’s national conference on philanthropic planning and last week events technology, scott koegler was with me to help you with event planning, he shared free tools to collaborate with the volunteers, employees and vendors who were putting your events together. Scott is our regular technology contributor and the editor of non-profit technology news this week aban danza alliances roseanna imbriano a true italian and principle of our eye consulting encourages you to secure strategic alliances that expand your marketing and save your marketing budget because they cost you nothing and claire’s cliches. Claire meyerhoff returns two weeks in a row it’s too much already she’s, principal of the plan giving agency on dh, still creative producer of this show this week, she’s got cliches, plenty of cliches for you to avoid and simpler words to replace them. Jargon. Jail is sure to be overcrowded this week between the guests on tony’s take to my block this week is seven tips for small shop planned e-giving. I don’t think that requires any explanation. Are you on twitter while you’re listening? If you are, use the hashtag non-profit radio to join our conversation at this moment, we take a break, and when we returned roseanna imbriano and a bonanza alliances stay with me. They couldn’t limp dick, dick tooting, getting thinking, you’re listening to the talking alternative network, itching to get anything. E-giving, you could joined the metaphysical center of new jersey and the association for hyre awareness for two exciting events this fall live just minutes from new york city in pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot, or or a h a n j dot net. Hi, i’m donna, and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. Will answer your questions on divorce, family, court, co, parenting, personal development, new relationships, blending families and more. Dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever. Join us every monday, starting september tenth at ten a m on talking alternative dot com. You’re listening to the talking alternative network. Welcome back to big non-profit ideas for the other ninety five percent with me now is roseanna imbriano. She is a marketing strategist and consultant, she’s, the owner of our consulting, which you’ll find it r ight consulting llc dot com she is past president of the essex chapter of new jersey association of women business owners and his marketing director for the center for italian and italian american culture. Mary-jo no, senora, welcome, amjad no, tony, actually bump a gritty joe. Oh, i’m stumped already. What does that mean? Good. I mean, good afternoon. Okay. Thank you. I said, well, good one, john doe is ok. Can i use that? Anytime? Of course. Okay. There’ll be plenty of opportunities for you to correct me, so don’t don’t don’t jump it small, small things that i get the half right. Well, you’ve already tagged me as a true italian, so i have to live with that. All right, all right. We’re talking about strategic alliances. Abbondanzieri, alliances. What is your definition of a strategic alliance? Ah, a strategic alliance. Our two entities that are committed to each other’s success. It’s that simple. That simple. Okay, what do they what sort? Of things, do they do they do together? What? Where they committed to each other’s success. Well, uh, first of all, because it’s beneficial to both of them, uh, you want to start when you’re dealing with a non-profit teo, look at where are their supporters coming from eyes their common thread. Is there something that is unique to both of them? And you start to develop a plan of what do they need to do together? What are their goals? What? What were they looking to accomplish? Okay, so i put it down on paper. Okay, so we’re starting to look. We’re sorry. Look, for commonalities, something in common maybe could be same constituency could be related. Work would be one’s work and maybe one’s interest in in joining that work. But they’re not currently doing it. Would that be acceptable, partner? Yes, acceptable. Someone whose mission statement is similar. Okay, i pulled the listeners before the show and asked, have you looked outside your organization for other charities or cos you can ally yours with? And i think it’s very positive. One hundred percent said yes, they have done that. And the other option was no, i better listen to the show, hopefully people other than the survey listeners are listening to the show because it is only that i mean the survey completed because it was only a survey complete er’s then they wouldn’t be listening to the show unless they wanted to get even more than just strategic alliances from it. So hopefully there’s other people, but i’m sure there are no yes, and it also is that maybe those people who actually doing things on and have developed these strategical lines can do it more efficiently. They want to learn more exactly it’s where they’re listening to the show. What? What a business development person you are for me. Thank you. So now we have identified that we can save some money at this too. These don’t need to be costly, right? Yes. It is a miss in the marketing community. Uh, that in order to create business or create revenue, you need to throw money at marketing. Okay, you don’t really have to spend thousands of dollars. Some of it is right underneath your nose in terms of developing business, it’s just a different way of thinking outside the box. And so for little. Or no money. We can also get sort of ah, multiplier effect, because you’re going to be learning and gaining from your your alliance partner correct, i have actually had non-profits i’m working with or have worked with in the past that have increased their donations, or they’re giving ten percent with a one strategic alliance, okay? And but of course, it doesn’t end with increased giving. You could maybe increase volunteers or maybe gained new board members, right? I mean, there’s other things besides just giving go ahead so well in the nonprofit world, we’re always looking to do a lot more with less, and we all know that if you have been in non-profit you know that especially in these economic times, so you’re trying to think outside the box of what can you d’oh? How can you multiply your success? Whether it’s having people attend an event, whether it’s donations, whether its membership, um, there’s so many different ways and you can have strategic alliances in different areas, they don’t necessarily all have to result in just donations. So that’s the in the box thinking you need to step out of the box. Okay, so are there. Other things than the ones i mentioned that could be gained from a strategic alliance. Yes, um for instance, who you definitely have membership. You have donations. You have attendance at different events from you. If you’re doing a huge fundraiser, uh, and you want to have two hundred people that will how do you get for hundred people there? So it’s it’s different things that you want to look at? You wantto align yourself with maybe a different venue vendors that air providing services to the non-profit different other organizations that have the same mission statement. It’s endless. Okay, okay, way have just about a minute before a break. So why don’t we just start to talk about how do you start to find these partners? And then we’ll take a break and continue it. Okay, what i usually do when i’m working with non-profits has asked them where their supporters are coming from and kind of get a baseline of what they’ve done in the past and what they haven’t tried. And then then i go a little bit further and then start to do the creative part. Okay, the that thinking beyond what they’ve been doing, correct. Okay, all right. We’re going to take our break when we returned. La senora, the true italian. Rosana imbriano stays with me, she’s, a marketing strategist and consultant, and we’re going to continue talking about strategic alliances. Stay with us, talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology, no reality, in fact, its ideology over in tow, no more it’s time, join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower. We’ll discuss what you’re born, 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 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 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 wait! Duitz honey. Way i see the marquis. Miree tim that’s not booker t and the mgs that is michael castaldo, he’s singing brooch piela terra the theme from the godfather the reason i decided to play that is because michael introduced metoo roseanna and i wanted teo give a shout to michael. You can hear more of his music at michael castaldo dot com sabelo j c senora altum piela sabelo chairman’s what a beautiful grayce voice, of course, let’s see, i’m all i’m all a flutter now with different music. I’m i’m used to booker t and the mgs singing jelly jelly jelly roll okay, way. We’re talking about how you start too find the strategic partners are going to be that are going to be with an alliance with you. So how do we how do we get started with that? Well, we definitely have tio have a baseline when i’m working with a new non-profit you need a baseline, you need to know what they’ve done in the past and what they have not tried, according to to the strategy i implement with them and start to look at, uh, alliances that they currently have and then look at alliances that they may need to. Develop uh, i am definitely in the frame of mind to understand and teo latto isolate that this doesn’t does not need to be a process in which you need to spend a lot of money to do. You may spend the money in furthering relationships, but not necessarily to develop them on. And then once you’ve identified, you know and you’ve identified a partner, you want to know what their goals are, what goals are what your goals are. Wait, let’s, not go let’s, not go too fast. We still have to need some help identifying the right partners. You and of course, a consultant could be indispensible for this. But there are small charities that may need to do it on their own. I would think networking is a part of trying to find the right organization, right? You want to be out there in the community? Absolutely. You want to have a very professional web presence? Some of the charities that i have work with, uh, have excellent websites. Very easy to use. Very that you can maneuver and find them very easily. They have very clear, clean look, help them. Whatever makes the process simple and if you make it difficult for feeding people to find you, they’re not going to find you, obviously, and and while they’re looking for you, you could be out on the web looking for for for partners as well. How would that research where’s that research look like? Well, it depends on, you know, again identifying what you’re looking for, that’s half the battle on, once you identified the type of person that the type of alliance that you want, then it makes it easier to search the web, of course, okay, and we’ve been talking about outside partners, but this you could have an alliance with people that are already known to you, they’re just they’re not sure how to how to help you write direct or they’re not sure how to help you. So when you have these partners, they act as an advisory board as a board of directors that can help you grow your business and buy-in versa. Okay, i got to send some live listener love out. Troutdale, oregon welcome carrollton, texas welcome, dalton, georgia. Welcome, welcome live listener love going out to the pacific northwest. This and the south, mid and southeast. You talked? A little about goals. What might some of our goals of these strategic alliances b the goal for any non-profit of courses is donation worships? Uh, getting people out to events, tendencies if you have a gal, a golf outing and you have no one that comes so you know, it makes it’s no use or if you’re promoting that gal thought in three weeks before the event it’s not working, but if you take your database and within the database, you have organizations that you are aligned with that have, um, you know, an email database of ten thousand each, then multiplied your success. Okay, right. So, there’s, your multiplier, because you’re going to be sharing marketing in your example, you’re going to be sharing marketing with them, and they’ll be sharing with you and correct there’s, your there’s, your multiplayer. Okay, those of course, our relationships that are concrete that are developed and there’s a win win for both parties, right? What? So now, how do you translate some of your goals or your specific goals for the alliance into the right strategic alliance partners? Well, because you’re you’re going to determine what the goal is for both. Parties, you’re going to determine what are what are both parties looking to get out of the relationship? And is it feasible? Okay, i’m going to evaluate that over a period of time. But, i mean, as you’re doing your research to try to find the right partners, how do you go from the goal of, you know, we want more people at our golf outing next year to finding the partners that are going to help you do that to researching, you know, finding the right potential partners, right? You’re going to see if you can find the people who are commited the people who are have a vested interest in your organization in your mission and may be a partner for that particular event. A corporation, you know, a donor aa sponsor. Okay. Okay. Um and when we have identified the right alliance partner or partners, then i assume there’s some negotiation that goes on, say little about that. Yeah, you want tio? I don’t get too involved in the process. What i’d like to do is basically to write the goals down and tow. Have both parties sign it so that we know six months from now. What have we committed to and what was your portion of the deal? And what is my portion of the deal and agreed to that? Because over a period of time, people tend to forget what they promised each other, right, so and then evaluated. Okay on, we’ll get to those steps, but but the process of negotiating what’s going to be in the agreement, you know, you’ve got to give some i’ve got to give some and there’s just going, tio, we’re trying to accomplish i’m sorry. So based on what gold both parties are trying to accomplish, okay, right? And now you said you like to see this in a assigned writing should both parties actually be signing this? I believe that you should have the commitment. Yes, my my attitude has changed quite a bit over the last couple of years on that tony on ly because, like i said, i people have short memories. Sounds like you got your client’s got screwed is what you’re saying. Well, now, you know they’ll say, well, now i didn’t promise you that. Well, yes, you did. Uh, people forget what they always sit down when you’re having a meeting. And people forget so a one page document of both parties. Responsibilities signed by both parties, i think, makes more sense. Okay. And isn’t usually the executive director seo’s that you see having these conversations or is it somewhere lower or board level? What, depending on mott non-profits it’s usually the executive director? Yes. Okay. Okay. And of course, there’s an important something else you touched on evaluation, of course. So you say something about evaluating this? Well, in order for this strategic aligns tow work, both parties have to be committed. It has to be a win win if one party is winning and the other one is losing than over a period of time. It’s just going to fall apart. So you want to make sure that you evaluated every three months hyre so that neither one of the parties is wasting too much time. If the alliance is not working or if the alliance is working, just how do how do we make it work more efficiently? Okay, so we’ll go back to that written document and evaluate based on that correct and then makes the adjustment. Okay? And we can’t be afraid. Teo cut ties when things aren’t going so well, correct? There is not working for either party. It really is not it’s a waste of time and money. Okay. You have, ah, client example of successful alliance that you want to share. Yeah, actually. For the non-profit i am currently involved with, uh, which is the centre for italian? Italian american culture is an organization that has been in existence twenty one years. Um, i been in my position for the last three and a half. Last year. We were able to produce for our annual fundraiser events seventy two thousand dollars in one night. Okay. And that was significant increase, i assume, over past years, correct. It was one of the most successful in twenty one years. Okay, so it’s, not like the year before was seventy one thousand five hundred. Okay, we probably took it to the point where we did double or tripled. Um, the success. Okay. Okay. I pulled listeners for their own success around strategic alliances. And about eighty five percent said either they’ve done this either very successfully or somewhat successfully. About fifteen percent said no, not not so successful. What? What problems have you seen that we can help listeners overcome onda void when you’re developing these alliances, they both parties need to be committed. Okay, sometimes you have situations in which one party is not as committed as the other, and so there’s sort of an imbalance there. So even though even though they commit, they’re not really committed, correct? They make promises, they don’t promise, they promise and don’t deliver. Yeah, okay. Okay. So how do you how do you make sure that you’re alliance partner is serious. Ah, well, you start by choosing the right partners. It’s, just like a marriage. You start by choosing the right partner, right band. If if if. If you’re not choosing the right partner from the beginning, it really makes no difference how much effort of time or money you’re putting into it. It’s really not gonna work? So, exactly. But how do we do? Make sure that we’re getting the right partner, like instinct and research of you know what? What’s your advice around, making sure we got that right, partner. You have to kind of feel it out. It’s every every relationship is different. Every it depends on whether it’s a new relationship or something that has been there’s a history there. You have to really evaluate each individual situation is different, but you want to trust your gut instinct if your instinct for me it’s instinct, not for a lot of other people, i can pretty much read whether the relationship is going to work or not work for the non-profit or a client. Okay. On dh. Probably a good idea to maybe start small in your alliance. Start with a smaller project to do together is what i mean, something like that. Something maybe that works that way. But there many times, like in your particular industry, finding a person who has ah, ah, lot of money that they want to donate to a tower charity would be wonderful. Uh, and you know, something like that. How do you start small? You really don’t it’s a person who either want to do it or they don’t. So it’s. Very simple, simple process and my job as a consultant to these entities, there’s, just to make the process simple for both parties. Okay. Um rosanna, why don’t you share with us? What? What is what is it that you that you really love about bringing? The right parties together what really moves you about this work? Okay, we’re fortunate to live in the united states of america where non-profits thrive and that there’s a non-profit so for every mission, every possible issue out there and what what brings me the satisfaction i had for many years and continue to have a client who every christmas donates to annoy organization called oasis in patterson, and the client donates thousands of dollars every year to this non-profits the women and children could have a wonderful christmas, which they wouldn’t ordinarily have. And for me, those kind of matching up people to for a greater good is really what i live for. Ok? And how long have you been doing this work? I’ve actually been doing this all my life, but in my own business for about twelve years. All right, now you contributed to a book by new jersey women business owners. Why don’t you tell people what? What about that book and where they can find it? Okay, the book is called jersey women mean business. The big both business advice from new jersey business women owners, business owners. I’m sorry. And they could get the book at. Uh uh. Woodpecker, press dot com www dot woodpecker press dot com it is a compilation of seventy two business women across the state of new jersey. It was the brainchild of the publisher, dahna thompson. Yeah. To bring all these business women and their expert teeth to the economy and to grow the economy. Okay. Now all the contributors are not italian, though, are they? They are not, but added seventy two, we have about twenty one, twenty two women that are italian in italian american descent. Dahna third. Okay. That’s pretty good. Right? Was still still recommend the book. Okay? Yep, yep. Way. Okay, you’ll find that it woodpecker press dahna dahna thompson, by the way, is italian american. So is our editor, joyce christine. Oh, and our graphic design who person? Richelle bonem isa. So all these women together are a force to be reckoned with. Okay, alongwith you. Rosana imbriano is a marketing strategist and consultant. You’ll find her at our eye consulting. L l c dot com assume our eyes is not rhode island. That’s who’s on imbriano. Okay, it’s. Quite a coincidence. If you were in rhode island that we even better. That would be even roseanna, thank you very much for being against tony is my pleasure, it’s, always a pleasure to spend some time with you, and i think what you’re doing for non-profits is is a tremendous asset said in that industry. Oh, thank you, thank you so much, although buttering me up is not going to get you on the show. So it’s too late for that, but thank you for your kind words. I’ve gotta send live listener love, teo, somerset, new jersey, mountain view, california. Cool rest in virginia, all these different states, i love it, live listener, love out, tio, california, virginia and new jersey, where rosana imbriano was from stay with me. And when we returned, it’s tony’s, take two, and then claire’s cliches. Told you. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought join me mondays at two p m and get all your communications questions answered on speaks been radio. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot com let’s monte m o nt y at monty taylor dot com how’s your game want to improve your performance, focus and motivation? Than you need. Aspire, athletic, consulting, stop second guessing yourself. Move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports. Contact dale it aspire, athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness. Hey, all you crazy listeners looking to boost your business, why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com 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. Welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is seven tips for small shop planned e-giving and i want to focus on just the very first one of those seven, which is you don’t have to be big to be successful at planned e-giving lots of opportunity in planned giving for small shops you basically to start with big quests or iras or something that’s, just simple for people to understand and easy for them to execute and that’s very common in people’s lives like a will or like an ira or a pension, and you just encourage people to include your charity buy-in one of those methods, you don’t have to have expertise and sophistication either on your board or as consultant, or even now in your development staff. I just want to break down the the perception and the myth that you have to be a big shop to be successful in plant e-giving it’s just not so, and there are six other tips for small shop planned e-giving on my block, which is that tony martignetti dot com and that is tony’s take two for friday, september twenty first, the fortieth show of the year. Now at the break, i had a text message. Someone requested that i play mala femina which again, my bad italian. But i’m gonna soon. Mala femina means bad lady and here’s our bad lady clare markoff climb arika half. How are you? Welcome. Hi, tony. Thanks for having me on the show. It’s. My pleasure always to have you back. Claire’s, of course, principal of the plant e-giving agency and she’s, creative producer of this very show. And this week we’re talking about claire’s cliches. Why are cliches bad, claire? Well, cliches, they’re bad because they’re old and they’re tired and they’re worn out and when you’re a non-profit trying to inspire people to volunteer for your cause, care about your cause and especially donate money your cause then you’re writing should not be tired and worn out. It should be fresh and vibrant and draw you in ok, but these air phrases that we phrases and sometimes just single words that we all understand that is a is a common understanding, even if there may be a little wordy. What’s what’s the problem with everybody, you know, if you’re using something that everybody, everybody grasps easily, well, you know, it depends on every single situation, so in some situations, when you have no time to think and you’re in a real hurry and, you know, a cliche is what comes to mind? Well, yeah, then just, you know, spit it out and use it and if your audience is, you know, inspired by that word great, but for the most part, what i find is that when people do use cliches and these air things like, you know, staying ahead of schedule or, you know, there’s millions of them and we’ll go through a list, but when people use cliches often times it’s just because they were in a habit, right? It’s a habit of using it and a lot of times what it signals to me is that if you’re in, like, a habit of using these phrases over and over, like, make a difference, make a difference, maybe it’s time for something new, and perhaps you need to re think your entire communications system and what you’re doing and what you’re telling people if you’re falling back all the time on cliches and jargon, okay, i assume you would you also would argue for economy of words, maybe using fewer words sometimes to say the same thing. Like you said the example you gave forget which phrases but another one at the present time or something you like. You like it exactly, because tony, think about how most people learn how to write you learn how to write when you’re in school, especially when you get to college so your college freshmen and you have to turn in a paper and the teacher wants fifteen pages. So as you write, you’re just like your so effusive you do just like all these words come out of you because, you know, gosh, i’ve gotta fill up fifteen page if i need to sound smart and important, so you start writing like that. But then when you get to the real world, not that many people are looking for a fifteen page paper from you’re either a five page paper from you, bennett, he needs five words from you write like a really nifty thing on a twitter or facebook or or in a postcard or something that you’re sending to your donors just a few lines to really? Did someone excited about something? It’s, not a fifteen page paper, even a two page paper. So economy aboard is really, really important to sort of change your whole mindset from that writing for writing sake to writing for, you know, being exciting and being interesting and really making your point in in a clear way that paints a picture in the person’s mind, okay? And you’re not being paid by the word. No, you’re not being paid by the word, not at all. A matter of fact, you should be thanking yourself is being paid for the fewer words, maybe you get a bonus instead of getting paid like, you know, ten cents a word instead, you’re getting paid like you know, one hundred dollars if you khun, if you could do it in half the words or something, if you think about if you think about okay, you want you want charity clarity, right? Hey, that’s! Good. I like that charity clarity. Okay, cool. You’re always pointing new phrase change one letter. I know charity clarity school alright. Came up with one the other day with one of my clients at the national wildlife federation and we had something that at first seemed terrible. This thing happened right with the letter we were sending out, and we thought it was a terrible thing. But then, all of a sudden, we realize, wait a minute, maybe that’s. Not a bad thing to think that through. And so the phrase we came up with horror and hope. Of course, i’m a fan of alliteration, ze mean, we’re here talking about claire’s cushions, so horror dankmyer strikes, right, right? Uh, right. So what? You’re gonna run time with something you think? Well, maybe there’s hope in this first you’re horrified, but maybe there’s, hope, horror and hope. Um, let’s. See? So your your interest in this goes back because you’re old radiohead, u did radio journalism? I mean that’s ah, you got to be concise in radio journalism, don’t you? Absolutely and that’s where? That’s where i come from, i’m a non-profit girl through and through mostly and fund-raising especially with plan giving, marketing and that’s what i do now, but my background is i was a in the broadcast duitz business, so i worked in radio news as a reporter and anchor it all news radio station, and i’ve also worked at cnn as a news writer, writing especially on some of the international shows, so but i always like to tell people, is when they say, well, gosh, i don’t think that i can explain our mission, you know, in in three sentences final it’ll go on and do that. I always say, you know what? I think if i could explain the ethiopia eritrea border conflict in three sentences and tell you the latest what’s going on with that conflict, give you some person effective and some background and what’s next, if i could do that in three seconds, if i think we could talk about your food pantry and i love your drop names to national wildlife federation, cnn, you know, so she squeezes those in there it’s but their admirable well, they’re the truth that our revolution and and that’s the thing and it’s details and and when you talk about writing details are actually what make it interesting, because as soon as i say, like i was a writer at cnn, like, you know what that means, like you picture that you’re like, wow, you know, when i see the person reading that on tv and i see the person covering that story, yes, someone has to write that. So when i say national wildlife federation that’s so it’s a big non-profit that you know, that has a has a big old mission. You know exactly what it is. So details are really important and writing rather than a bunch of fluffy. Words aren’t any details? Ok? Charity clarity what i always love about cnn is the people who write the the crawl i always admire, but the you know, for listeners, i don’t know what the crawleys keep myself out of jargon jail that that those words at the bottom of the screen that air that air crawling across and describing you said, you know, ethiopian eritrean border conflicts, but they’re doing it in the twitter space one hundred forty characters or less. That’s that’s really amazing, right? Sort of the original twitter when you think about it long before twitter, you had the crawl across the bottom of the screen and crawl started pretty much with breaking news, even in your local television station, maybe dio something going on, you would see that it would be like, you know, weather alert, you know, tornado warning in effect for these areas so that’s really where the crawl started and then when cable news became all the rage, you know, they started doing crawls to and, you know, think about the crawl right it’s like you’re listening to a story about the economy and business, but then there’s a crawl on the bottom that’s telling you like fifty other things, including the fact that lindsay lohan has been arrested again. So it’s it’s it’s the crawl you khun and she just she just hit somebody in new york city i think just just, she said, but it is always time latto proportion he was just looking for the money. Ok, well, really interesting that you’re non-profit involves lindsay lohan called go for what we were talking about the crawl and we were talking about writing for writing for broadcast and here’s the really important thing that you learn what you write in broadcasting and it’s called the teas and it’s a little thing that you say before you know what’s coming up i hate those damn things i hate that cheez its such a tease in the shadows dankmyer get you to stay tuned. For instance, i just thought someone about about writing teases and teases that’s applicability to toe like facebook and to your block and you know headlines for block to get people to come and read your block to read the post so if you tell them what’s in it, if you say like, you know, unemployment is up sixteen percent, you know, or whatever. Then then you’ve already told them the news and there’s no reason st john to read your blood if you say, if you say, you know, fascinating news about unemployment statistics coming up next, you know, like, oh, god, i need to hear that e i know you’re complaining, but the fact is that work, you’re doing a good job and they were i know i’m complaining because they work, they keep me teased and then what? I really get annoyed with me. All right? I’m so annoyed i gotta send out live listener love because got to counteract my annoyance live listener love staten island, new york welcome international china non jin welcome korea welcome korea welcome china more close to home. Welcome staten island live listener love out to those three as well as we still got california, virginia, new jersey, georgia it’s, incredible, texas okay, i feel better know the reason i don’t like to tease is because it works, but you know, what really gets me about the tease is when they tease it and then there’s the commercial break and then they don’t, then they don’t fulfill and then and then wolf blitzer teases, and then he teases it again before the next commercial. Yeah, that’s, that that is very, very annoying. And i do if i’m going to be teased like that, i want i want to pay for it. And then and then, if there’s no real payoff like if it’s the greatest thing you’ve ever seen, like the greatest video you’ve ever seen in your life, then maybe that’s one thing, but if it falls flat, which a lot of times stories d’oh, it’s like you need to deliver. So let’s, think about that in your non-profit writing. So you have a newsletter and you know, it folded up four ways, right? Put in the mailbox and then it lands on your you know, boardmember kitchen counter with all her mail, and she picks it up, right and and it’s it’s folded over his little piece of tape. So you want her to open that. So if you if it’s really like boring on the outside, well, maybe should not even gonna open it, not gonna open it for days. So the thing is to think about what’s on the outside and that little space that you have right a tease. So instead of saying like news and information inside, well, that’s real estate that you’re wasting writing teams there say, like, you know, what’s what’s, the biggest thing that’s happened lately, you know what? That was totally i just thought of that. I mean, i don’t know what your biggest thing is. So even that’s better than then news and interesting information. You look out the information, look how good clarence c i was ranting about wolf blitzer, and she brings it back to the yurt fund-raising newsletter on the kitchen table so so well, so well, adjudicator so thank you. I know i’m grossly inelegant. That’s why claire’s associated with the show to keep me in. I’d like to give a little shout out to the person who taught me everything i knew and that was built. Torrey william tory who’s, the network newscaster worked in neutral radio news and nbc and everywhere else and is a long time d c news guy. And when i was an american university in the early eighties, i’m dating myself here. Oh, my god, you’re really you’re in college in the early eighties. Oh, my god, i was in college in the early eighties, graduated college in eighty three along with my friends julie malkin and angie column these and these are all people now that work for top notch news agencies, and we were all in the same class together. We were young, twenty twenty one year old students in d c very excited about working in the business. Our teacher was built, torrey. And he came from the business which was so important, because in communications, sometimes you get these teachers that are academics, and they’ve never actually worked in the business. But bill had worked, you know, in news and was probably working at the time we had him and he would say things like the beginning of class you take, okay? Let’s say, something’s happening down on you? No dupont circle. How did you get there from here? And, you know, some of the kids to be like, well, i don’t know i’m not very good at directions, but i would raise my hand and say, oh, massachusetts having to make a left and it was it was really interesting. Way to see, like, who could be a reporter? Okay, that was you. Know it’s, that project stuff, so the writing that he taught us was great, because he would say, just say it. So the classic thing i always remembered, all right, one last shot, and then i got to just say, we got to take a break, go ahead, say it, we got to take a break, okay, we’ll make it really quick with the word used, bill said to us. Well, the last time you heard someone say, i saw three youths running down the street, youth, all right, i’m going to quibble with that one, okay, we got to take a break when we returned the way, come back with claire’s cliches, principle of the plan giving agency creative producer of this very show. You may be surprised to know that we have one, but you’re talking. You’re listening to her stay with us, talking alternative radio, twenty four hours a day. Joined the metaphysical center of new jersey and the association for hyre. Awareness for two exciting events this fall live just minutes from new york city. In pompton plains, new jersey, dr judith orloff will address her bestseller, emotional freedom, and greg brady will discuss his latest book, deep truth living on the edge. Are you ready for twelve twenty one twelve? Save the dates. Judith orloff, october eighteenth and greg brady in november ninth and tenth. For early bird tickets, visit metaphysical center of newjersey dot or or a nj dot net. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Dafs you’re listening to the talking alternative network. Welcome back with claire’s cliches, claire meyerhoff. And i just realized, of course mean, before every break i tease. So i’m a hypocrite. Well, learn. You learn from me. So i helped you build out the show. So i taught you about the cases on the brakes and things like that. But you did teach me that much let’s not get carried away. You talking a few things, but no, he taught me a lot about your hot considerably. Yes, my clock. My time sheet. Okay. So youth, you know, what’s. So what’s wrong with saying we do youth youth development or youth mentoring? Well, i mean, that’s. Fine, if that’s if you’re talking to another person in the nonprofit sector, so say you’re at a conference and you need someone and it’s that’s the easiest thing to say, like, well, you know what is what is? What is new beginnings all about? They see your name tag, right says you’re non-profit beginning what’s new beginnings. Hold over your development agency, that person that works in the non-profit they know immediately what that is it’s shorthand. But now when you’re in the real world, if you meet someone at a cocktail party and perhaps there your next big donor, and they say, oh, well, what do you d’oh? I haven’t non-profit called new beginnings really well, what’s that oh, used development, the person might be like let’s say they don’t work in schools or anything even remotely related to that you’re just gonna they’re gonna tune you out instead of saying, well, gosh, you know, we heat we help teenagers that are really having a rough time, and they come to a failing in school and they come to be of a program where they come every day for two hours and by the end of six weeks there, you know, now they’re they’re getting, you know, degrades and and they all have an after school job, right? A detail much richer. Um and yeah, just you, right don’t write for for people in the nonprofit world because a lot of times, you’re not talking to them, all right? Because, you know, shorthanded fine jargon is fine when you’re talking amongst yourself, and sometimes you come up with your own jargon, like like my my favorite client of the national wildlife federation, we have it, we have a term called block and it just means, like, make stuff like, like, oh, we have this new thing all of a sudden she’ll say what we need to block and that just means we know what that means, it’s like, okay, we’ve got to come up with, you know, like the mailings were going to do, and they were going to write things that were going off. We have all these things, and we already know, like what that means, but i can’t go to someone else and say, let’s, watch, right? Of course, that shorthand that we’ve come up with. Now you have a block post work together, you have a block post on this subject, which has a list of jargon, e words, a big list of words and phrases on we’re going to talk about a couple of them, but why don’t you tell people where they can see your comprehensive list of jargon offenses? Well, i’m i’m a frequent tour or sometimes frequent writer and blogger for non-profit marketing guy dot com, which is run by the marvelous stand kitty larue miller, who was really just a genius, and i tend to write for her all kinds of stuff about the media were related to the media, so i wrote a three part series recently about georgian and cliches and writing more concisely and writing more. Okay, where can we find it? Non-profit marketing died dot com mark non-profit marketing guide dot com con word not, or there may be a link to it on your i’ll have to put it on your page. Well, you’re welcome to put it on the show’s facebook page and also the show’s linked linked in group two don’t forget linked in okay, so you go if you go, you know you go to non-profit marketing guy dot com and you’ll see the block and i’m right now. In the second post, my most recent ones so titled jargon jargon, we got jargon, we just have about ninety seconds left. Claire meyerhoff what’s wrong with despite the fact that despite the fact that it’s just long it’s long, why would does anybody say that when you, when you’re talking, despite the fact that no it’s just but okay, all right, i might quibble with some of these not that one i don’t really like, despite the fact that it’s funny it’s like they were, you know, these are from bill torrey, my college teacher had these years ago. And, you know, they’re collected from different sources, like the bbc, the ap, you know, put together by some of these teachers at american university that he worked with, like lincoln, ferber and and and all those guys. So these air list just kind of had around, and he scanned them and sentence which is and wonderful service. What if we render assistance to people? What? What? Everything render assistance to, would you say, would you say i was driving down the street and i saw this poor woman and she had a flat tire, so i immediately pulled over and rendered assistance. I would not say that. I would probably say something more like help. Yeah, i pulled over and helped her system. I would even say assisted right, helped helped. Right? And the thing is, when you use long stuff like that, you know, you could put more details in there. So instead of saying i immediately pulled my car over to the side of the road, you could say, like, you know, she was she was down on her, you know? She was sitting there on the ground that she looked so sad trying to figure out daddy is jack. So i came over and helped, so i helped her way have to leave it there. Claire meyerhoff, principal of the plant e-giving agency. And this show’s creative producer clare, thank you so much for being on again. Thanks, tony it’s. Always a pleasure. My pleasure as well. Even though it’s been two weeks in a row. Still my pleasure, claire. I hope you’ll be with me next week when emily chan will return she’s one of our legal contributors she’s going to be alone. Jean will not be with her she’s from the non-profit and exempt organizations more group and she’ll have something interesting and we’ll have some fun around the law. Have you joined arlington group? You heard me mention it for pete’s sake. Join the group and i’ll stop saying it. You can post your follow-up questions and the guests will answer on the linked in group i host a podcast for the chronicle of philanthropy. It’s called fund-raising fundamentals it’s, a ten minute monthly podcast. And that one is devoted to fund-raising topics it’s on itunes, it’s. On the chronicle of philanthropy website. If you like this show, please check it out. It’s called fund-raising fundamentals wishing you good luck the way performers do around the world. I’m keeping it up. I did italian a few weeks ago. That was in boca. Lupo, remember? And the answer the answer was crappy lupo in the mouth of the wolf and let the wolf die. But since we had the real italian roseanna imbriano on today, michael castaldo helped me out and we have another version of the italian as we robbed through with the italians today, michael costello taught me in the ass of the whale and let’s. Hope you don’t take a ship which sounds much lovelier as in cool. Oh, allah bolena and the reply would be sperry. Ah, mo can oncology so i wish you this week in cool. Oh, allah bolena, i hope it’s oh, it’s comfortable in there for you, our creative producers. Claire meyerhoff. Hard to believe, but it’s true. Sam liebowitz is our producer line producer on this show. Social media is by regina walton of organic social media. The remote producer of tony martignetti non-profit radio is john federico of the new rules. Oh, how i hope that you will be with me for another live show. Next friday, one to two p, m eastern on talking alternative broadcasting. The singing live at talking alternative dot com. Dahna sending dick dick tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network. Get anything? Nothing. You could. Hi, this is nancy taito from speaks been radio speaks been radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. Are you stuck in your business or career trying to take your business to the next level and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three that’s to one to seven to one eight one eight three the conscious consultant helping hunters. People be better business people. You’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. This is tony martignetti athlete named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped 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 talking.