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Nonprofit Radio for January 16, 2023: Overcome Common Communications Conundrums

 

Erica Mills BarnhartOvercome Common Communications Conundrums

It’s time to change the way you think about marketing, says Erica Mills Barnhart. You’ll make it more successful, find your true believers, and have more fun. She’s CEO of Claxon.

 

 

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[00:01:22.42] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite he abdominal podcast. Oh, I’m glad you’re with me. I’d bear the pain of a phone. Yah. If I had to speak the words you missed this week’s show overcome common communications conundrums, it’s time to change the way you think about marketing says Erica Mills Barnhart, you’ll make it more successful, find your true believers and have more fun. She’s ceo of klaxon On Tony’s take two planned giving accelerator here is overcome common communications conundrums. It’s a pleasure to welcome Erica Mills Barnhart to non profit radio Erica is a communication expert, speaker, author and coach. She’s founder and Ceo of Klaxon focused on teaching companies and leaders how to use words to change workplaces and the world. Erica also serves as an associate teaching professor at the University of Washington. She’s at Erica Mills barn and the company is at klaxon hyphen communication dot com. Welcome e M B

[00:01:37.34] spk_1:
Thank you Tony for having me.

[00:01:39.41] spk_0:
Pleasure to have you. Happy new year.

[00:01:41.33] spk_1:
Happy new year back at you.

[00:02:23.35] spk_0:
Thank you. I hope you enjoyed holidays and time off very much. Let’s talk, let’s talk marketing because this, this is your, this is, this is your world and because you think about this stuff every day and others of us only get to think of it when uh things are not going right, we’re, we don’t feel like we’re, we’re having a struggling with 8.5 by 11 inch blank piece of digital paper and we feel like we have to fill it and it’s not flowing? And we feel like we’re not we’re not reaching our audiences. Maybe not in the right places, maybe not in the right ways. Were people have questions that we feel like they shouldn’t have they, people should know all this. You know, I think all this gives rise to us the rest of us thinking about marketing, but uh, you know, trying to piece it together and go as well. So I know you can uh allay our concerns

[00:02:41.93] spk_1:
and

[00:02:43.64] spk_0:
it doesn’t

[00:02:44.26] spk_1:
have to be that complicated.

[00:02:45.96] spk_0:
Thank you. Thank you. I I feel the same way about the work that I planned giving. Keep it simple. Thank you. All right, that’s enough of me talking. So you want us to change the way we think about marketing? What do you want us to do?

[00:03:00.16] spk_1:
Um I want you to start with the what? Rather than the how,

[00:03:04.21] spk_0:
here’s what I mean.

[00:03:10.17] spk_1:
So you gave, you gave a beautiful example, tony Um I mean years with a blank piece of paper, but oftentimes when we’re thinking about marketing, we go straight to like

[00:03:15.87] spk_0:
should

[00:03:16.21] spk_1:
we be on twitter? Should I be on linkedin? Should be on instagram? Should we do a newsletter? Should be online. But those are all

[00:03:21.69] spk_0:
house

[00:03:27.31] spk_1:
and there are I mean so many house, that’s the wrong question to ask

[00:03:29.45] spk_0:
first.

[00:03:30.79] spk_1:
You first want to ask, what does success look

[00:03:33.55] spk_0:
like? What

[00:03:34.94] spk_1:
are the results that we are looking to achieve? What are the outcomes that we

[00:03:38.58] spk_0:
want? Right?

[00:03:50.20] spk_1:
And these, you know, you want them to align with your organizational goals. Marketing and communication doesn’t means to an end, right? Let’s let’s start there. So it’s always a means to an end, Right? So how is it gonna

[00:03:51.26] spk_0:
support your

[00:03:52.41] spk_1:
organization? So always start with the what and then the

[00:03:55.13] spk_0:
who, who

[00:03:56.48] spk_1:
are you, who do you need to

[00:03:58.24] spk_0:
reach and

[00:03:59.48] spk_1:
engage with in order to achieve

[00:04:02.57] spk_0:
the

[00:04:19.85] spk_1:
goals that you set for your marketing, once those two things are answered and your real clear and don’t move on, like the best thing that you can do for yourself and your team, your organization is to like hold off on the how conversation until you’re what you’re who are very clear. And then, and the reason it’s so important to do in that order is because if you don’t, if you aren’t clear on who your target audience is, you’ll sort of project into the house, like, well, I love an annual report, I’m making this up, Right. Um How about we do an annual

[00:04:32.89] spk_0:
report.

[00:04:34.27] spk_1:
Well, if your target audience is, you know, gen z,

[00:04:38.40] spk_0:
they’re

[00:04:56.67] spk_1:
probably not looking for a, you know, multi page annual report, they’re looking for something really different. So it mitigates projecting your own personal preferences into your strategies and your tactics. So what, who, how, that’s what I call the Klaxon method? What, who, how what who, how always grounded in the UAE the bigger picture y for the organization, but also, you know, with what does success look like?

[00:05:01.60] spk_0:
Why is that important?

[00:05:02.78] spk_1:
Why is that goal important to the organization? Right? Who’s your target audience? Why are those

[00:05:07.40] spk_0:
people so

[00:05:08.72] spk_1:
important to you in the work that

[00:05:09.80] spk_0:
you’re doing?

[00:05:10.81] spk_1:
Right? So always what who, how backed by the way? Um And that keeps things

[00:05:36.55] spk_0:
simple. Which which I’m grateful for. Let’s let’s let’s unpack some of that. Um Marketing is a means to an end. You said it’s you’ve heard you say somewhere it’s in service to your mission. Alright. Let’s let’s let’s start with say a little more about why, why this is merely but an important means to an end.

[00:06:03.64] spk_1:
Yeah. Because if you’re not, if you’re not clear on that, like you’re sort of saying the beginning and I appreciate it. It’s like marketing can be a little existential, right? There’s a lot of the sense of like, I should know what I’m doing. We should, you know, we should be on Tiktok, we should be on all these things, right? It can be kind of like a fear guilt, shame based activity, right? Um

[00:06:07.19] spk_0:
And that’s

[00:06:07.75] spk_1:
when you’re just doing stuff for the sake of doing stuff because you know that you should do it, but you’re not quite, you know, like this, like what you were talking about? Like, I know I should be doing things, but I don’t really want to do. And I know, right. I just want to release that for people in the way. One of the ways there’s a few ways, but one of the ways that you do that is by really reminding yourself like doing this just for the sake

[00:06:27.75] spk_0:
of it, right?

[00:06:40.76] spk_1:
We’re not posting on Tiktok if you decide or linkedin, we’re not putting on newsletters or annual reports. We’re not doing any of that just for the sake of it. We’re doing it because it’s a service storm mission. It is in support of our mission. And that just, you know what I found because I’ve been doing this for almost 20 years, it can really calm people down. It can help you get grounded and then you can get that clarity and focus going

[00:06:54.14] spk_0:
alright. You also said start with outcomes. What does, what does success look like? Right. All right. So what are some of these, could you give us some like, sample outcomes? Is it, is it fundraising related? Is it, uh, engagement on linkedin related or maybe it’s all that, you know, give us some sample outcomes to, to start with,

[00:07:21.65] spk_1:
um, in for nonprofits, there’s sort of a hit parade. Right? So fundraising for sure. Um, programs definitely, um, sometimes can be internal engagement also

[00:07:27.57] spk_0:
by the way.

[00:07:28.53] spk_1:
Um, if we’re talking internal, but I’m going to keep the conversation sort of focused external. But I just want to note that, right? Sometimes you actually need internal marketing in order for the external activities. Marketing to be

[00:07:38.44] spk_0:
Successful. And internal internal outcome might be 50% reduction in turnover. Exactly like that.

[00:07:48.07] spk_1:
Yeah, exactly. Yeah. That’s a simple

[00:07:49.30] spk_0:
minded ones. I’m scratching the surface, simple minded, you know. But for

[00:08:08.12] spk_1:
non profits, it’s always gonna be fundraising and programs. Right? But there’s a third that actually it will surface uh, initially, which is raising awareness and when I work with clients

[00:08:12.42] spk_0:
so

[00:08:26.27] spk_1:
mushy. Exactly, tony It’s like very amorphous also. So that’s fine. Oftentimes you do need to raise awareness, but you’re going to add two words raising awareness. So that dot dot dot right?

[00:08:28.11] spk_0:
It’s

[00:08:28.39] spk_1:
Fine to raise awareness, but it needs again raising awareness. So that what so that you bring in, you know, more donors so that you increase your retention rate, you know, for existing donors. So that you attract 100 new clients or custom, you know, whatever it is. It’s, it’s like the means to an end to the means to an end that is marketing.

[00:08:47.87] spk_0:
Yeah, right. We have to hold our feet to the fire, raise awareness. Okay. 11 person in the community now knows that we exist who didn’t know. Okay, we raised awareness. We’re done.

[00:08:58.39] spk_1:
And you know what I want to say. Get

[00:09:01.02] spk_0:
away with that.

[00:09:01.99] spk_1:
The balance of staff versus volunteers or board members for your, for your podcast listeners. But the people who are, who offer raising awareness as a goal in and of itself, mainly board members.

[00:09:15.55] spk_0:
It’s

[00:09:16.61] spk_1:
often board members. Um but this comes from a from a beautiful place. So I also want to acknowledge that they’re so excited to work with the organization, right? Like of course they want people to know about,

[00:09:27.85] spk_0:
you know, we

[00:09:28.39] spk_1:
want more people to know. So I want to say it comes from a really beautiful place that we want to honor that, right? And and then also go to that next step, because that’s where things get strategic.

[00:09:45.21] spk_0:
Okay, okay, thank you. Alright, so, so we’re starting with our objectives. Um you you want us to have objectives that are objective neutral?

[00:09:50.75] spk_1:
Yes,

[00:09:51.61] spk_0:
talk about that.

[00:10:10.09] spk_1:
Yeah, well, so I distinguish between goals and objectives and it’s, you know, it doesn’t really matter, it’s a little nitpicky, but I have found and I have a podcast, communicate for good. And one of the early episodes is dedicated entirely to this topic, which is um I find it helpful if you’re semantically

[00:10:13.22] spk_0:
tidy,

[00:10:27.85] spk_1:
right? So that you have organizational goals and then you have marketing objectives or communication objectives and it just sort of reinforces that hierarchy of marketing and communication being in service to the organization and the organization’s mission. Um

[00:10:28.56] spk_0:
you know, and we’re here to talk about the klaxon method, so that’s fine.

[00:10:32.78] spk_1:
So we’re

[00:10:33.97] spk_0:
gonna we’re differentiate between objectives and goals. Starting with starting with objectives?

[00:10:43.92] spk_1:
Well, no, you would start with goals, organizational goals, organizational goals don’t move onto marketing. Let’s say

[00:10:47.11] spk_0:
that like

[00:10:48.41] spk_1:
if you’re not clear on your organizational goals, no marketing for you yet.

[00:10:52.49] spk_0:
And

[00:10:53.18] spk_1:
again, that can be simple too. I’m sure you’ve had other folks on here. You talked about this. You don’t need to be complicated to be effective with your goals, but you gotta have those. Otherwise you can’t move on to the marketing objectives because you don’t

[00:11:05.23] spk_0:
know, right?

[00:11:14.47] spk_1:
You don’t know what you’re being in service to. So, um, and yeah, you want the objectives to be something you can measure. Like did we make progress over, you know, a quarter or a year or whatever your time horizon is. Did we make progress? Did we increase

[00:11:21.13] spk_0:
retention? Did

[00:11:29.95] spk_1:
we grow acquisition? Do we have more donors? Right. Um, so it has to be something that you can measure. And oftentimes

[00:11:31.67] spk_0:
we

[00:11:32.42] spk_1:
resist in the nonprofit space getting this

[00:11:35.85] spk_0:
concrete right.

[00:11:43.15] spk_1:
We’re like, well, you know, we’ll just increase retention. Let’s stick with that because increasing retention is fantastic. But we don’t say by what percent right? Or by how much? Um, and this, what I find most often is that’s a fear of failure.

[00:11:53.77] spk_0:
Oh yeah. Right. We don’t,

[00:11:56.26] spk_1:
if

[00:11:57.31] spk_0:
we put a number to it now, we’re now we’re gonna be accountable at the end of whatever our time period is and you know, there’s the acronym for smart goals specific measurable. Is it attainable achievable is realistic

[00:12:14.20] spk_1:
and time and

[00:12:15.37] spk_0:
time bound. Right, okay. smart goals and that, that’s, you know, folks, you know, our listeners just google smart goals, You’ll find a million articles on

[00:12:25.38] spk_1:
smart what smart

[00:13:08.49] spk_0:
stands for and what smart means and etcetera. So, um, yeah, but right. But if we’re not gonna, but we’re not gonna be realistic and, and hold our own selves, hold ourselves in our organization accountable. You know what I mean? We’re supposed to be running this thing like a business. It’s a nonprofit business, but it is a business. I’m not saying, I don’t mean business pejoratively like cutthroat, but you know, we’re running a business here. We have employees, we have people who are serving or counting on us for, for for what we deliver. We have people who support us. They don’t necessarily buy things, but they support us with their time and their money more, You know, so, so I believe it is a business and it should be

[00:13:11.23] spk_1:
corporations, right? Nonprofits are, are technically corporations. Yeah,

[00:13:26.57] spk_0:
they are, they’re just non profit corporations. So, so, so don’t be afraid to hold yourself accountable. And, and so this leads to something that you believe that failure should be, not, not feared, but you know, accepted. And so, so, so don’t be afraid. I’m gonna give you a second. Just so folks, you know, don’t be afraid to set goals and objectives that are measurable. So, you know, whether you’ve achieved them because failure is not, um, I’m not gonna say failure is not an option, because that’s not true, failure should be, should be accepted and maybe even embraced, you learn something,

[00:13:59.38] spk_1:
it’s all in and what you do with the failure, right? I mean, it’s it’s, it’s somewhat inevitable, like we were all coming through covid, right? We tried all sorts of things, like we just had kind of had a failure fest in a lot of ways over the past few years and if you look at like how the sheer volume of things we learned,

[00:14:15.61] spk_0:
that’s

[00:14:18.03] spk_1:
success, that’s winning, right? Like failure has such a negative connotation and I do want to unpack this a little bit because I can imagine that that you have listeners and they’re like, that is not an option in my organizational culture, it’s not safe to fail. So this is, this is a leadership issue, issue in a culture

[00:14:34.67] spk_0:
issue, right?

[00:14:45.07] spk_1:
Like we have to lay this firmly at the feet of the leadership, that is where this culture either is or is not created. Um, and when, when, when failure isn’t an option just to play that out a little bit, people play

[00:14:49.72] spk_0:
small, they’re

[00:14:51.03] spk_1:
doing the same things over and over again, right? You actually become less effective over time,

[00:14:55.64] spk_0:
small, safe,

[00:14:56.80] spk_1:
safe. This is how we do it. And you know, this is how we do it a shorthand for, this feels safe to me,

[00:15:02.68] spk_0:
right?

[00:15:04.01] spk_1:
So, so a piece of this

[00:15:05.15] spk_0:
is

[00:15:08.38] spk_1:
psychological safety, this feels safe to me, right? And so you have to bring great intentionality as a leader when I’m coaching, you know, I do a lot of coaching one on one with leaders and with teams about one on one. We talk about failure a lot, like, because you have to start with what’s what’s your personal relationship with

[00:15:21.36] spk_0:
failure? Because

[00:15:27.70] spk_1:
failure feel safe to you, because if it doesn’t feel safe to you, well, that’s first step for you, right? You can’t be up there pontificating about like sailors, great, we’re gonna embrace it and meanwhile you’re like, oh my God, please, I never wanna fail. Um that’s not gonna work. You know, you have to unpack that. Like, what is your subconscious mind telling

[00:15:40.73] spk_0:
you, what

[00:15:41.00] spk_1:
are your beliefs about failure? What was modeled for you growing

[00:15:44.36] spk_0:
up around

[00:15:49.17] spk_1:
failure? You know, you have to do that inner work first that inner game, and then when you’re like, okay, I see the positivity and failure, then you can bring that forward um

[00:15:56.96] spk_0:
as

[00:15:57.51] spk_1:
a leader, but really this is about culture and it’s about leadership.

[00:16:28.35] spk_0:
Yeah. And I would say, you know, if if you’re in a place where failure is not at least accepted, I mean, we’re not gonna we’re not cheering for it, but at least accepted. You know, it may not be the right place if you because because it is it’s a place that’s playing like you said Erica it’s a place that’s playing safe and small, and, you know, we have enormous problems. Whatever whatever work you’re doing from education to animal welfare to the environment or whatever religion, whatever you’re doing, we’ve got a lot to do and playing safe and small is not going to get us there.

[00:16:48.96] spk_1:
Yeah. But you know what’s interesting tony is when we look at both like inter internal to the sector, but also external constraints to the sector. Um, but I just always wanna acknowledge when we talk about failure as it relates to nonprofits and they’re very

[00:16:53.60] spk_0:
world

[00:17:17.46] spk_1:
changing work. Like donors are not always super jazzed about the idea of failure. So there are some legitimate external constraints, funding constraints, largely funding related or partnership related, but mainly funding is what we’re talking about here, where it’s like, no, we’re not, no, that’s not on the table. And so you have to, you know, really figure that out for you. You know, look at your funding sources and risk tolerance and failure tolerance as it relates to those and then figure out like how can, how can you create a funding portfolio that does allow you to take risks. It does allow you to fail. Um, so I just always want to acknowledge, you know, uh, you know, listeners, if if you’re getting funding from pretty traditional sources that have like where that’s not an option. I just want to acknowledge that that’s a dynamic.

[00:17:42.67] spk_0:
Okay. Yeah. And I’m, I’m not disagreeing.

[00:17:46.40] spk_1:
Yeah, I don’t, I just never want to come off as like failure and embrace it and say hooray and whatnot. You know, like given given all the variables that leaders are dealing with. I just I want to acknowledge it’s not it’s it’s it’s messy, right? It’s

[00:18:25.62] spk_0:
part of that also is messaging though the way you, the way you go back to those funders and and and and even not only after the fact, but before before, you know, right before here’s something we’re going to try and launch this program and we’re gonna try to reach 2500 people in the next year, you know, but acknowledging that that’s that’s a stretch, you know? So I mean there’s there’s messaging, maybe it’s even marketing involved in all those in the whole process

[00:18:41.95] spk_1:
relationship building, right? So if from the I would hope like when I, you know, was in development that one, um you know, especially with institutional funders, um you know, you have the conversation up front, so are we gonna set big audacious goals together

[00:18:49.82] spk_0:
and if

[00:18:50.61] spk_1:
so we might not achieve them. What are we gonna do when we don’t achieve

[00:18:54.14] spk_0:
them? Right,

[00:19:08.68] spk_1:
Like and having those conversations upfront, what are we gonna do if we do? Because that’s what we’re going for, what are we gonna do if we if we don’t right? And where the course corrections gonna gonna come along the way, you know, I started talking about this idea of micro communication, which is, we tend to think about like big picture communication and big picture messaging and you know, a lot of my work with clients is

[00:19:17.25] spk_0:
developing,

[00:19:38.44] spk_1:
I call them identity statements but mission vision values, purpose statements right? Like you nail that and the rest of your messaging becomes so much easier, right? It just all closed. That’s lead domino. So we always start there. Um, so rightfully so big big ticket, big ticket messaging and communication elements. But increasingly, especially given what happened to our brains and our essential nervous systems with Covid,

[00:19:44.63] spk_0:
I’m

[00:19:45.16] spk_1:
really working with clients about being more attentive and intentional about micro communication. So what’s happening in between the big moments? How are you creating that

[00:19:54.10] spk_0:
connectivity?

[00:19:58.74] spk_1:
Right? And this can be very light touches doesn’t need to be a big deal. But like

[00:19:59.99] spk_0:
what? Give an example of what you’re talking about

[00:20:02.56] spk_1:
text message, right? Like hey, just checking in. We had a, we had a, we had a big day today, you know, we had our, you know, 100 people signed up just wanted you to know, you know, pop them a quick email, we don’t have to like wait rather than waiting for the formal report,

[00:20:16.67] spk_0:
you

[00:20:16.86] spk_1:
know, share the winds as they come in. And even if it’s just, you know, like I’m very attentive to my instincts. Um, you know, your gut, you know, people are like, oh, it’s like, well it actually is millennia

[00:20:28.67] spk_0:
of

[00:20:29.11] spk_1:
information that we all have inside of us. So I’m pretty

[00:20:31.46] spk_0:
attentive anytime

[00:20:32.66] spk_1:
somebody pops on my radar,

[00:20:34.41] spk_0:
follow your instinct. But I’m a huge believer in following your instincts,

[00:20:38.18] spk_1:
right? Like it’s telling you something

[00:20:40.91] spk_0:
anytime

[00:20:45.45] spk_1:
someone just pops on my radar and this is multiple times a day I stop what I’m doing and I pop, it depends on how they like to be communicated with, right? But it could be email. It could be a text, it could be facebook messenger, you know, whatever it’s gonna be. And I just say, hey, you popped on my radar.

[00:20:56.25] spk_0:
Uh, you

[00:20:57.20] spk_1:
know, I’m thinking of

[00:20:59.35] spk_0:
you, you

[00:21:00.20] spk_1:
can do that. You know, in a relationship with your funders and your donors as well. Like I think we’re in a place where a little more humanness is allowable. Um, and actually craved.

[00:21:12.03] spk_0:
Yeah.

[00:21:12.32] spk_1:
And also just from an internal communication perspective, there was an article recently based in Harvard Business review based on some research at the University of pennsylvania. And it was about what staff employees are looking for from their managers. And

[00:21:28.32] spk_0:
um, it was

[00:21:31.29] spk_1:
micro understanding. So this is what got me think about micro communication, right? And micro understanding meaning I don’t want you in my business. I don’t want you to be micromanaging me, I want you to understand me. Don’t you understand what happens for me over the course of my

[00:21:44.41] spk_0:
day because

[00:21:51.65] spk_1:
we are remote or hybrid for the most part, um, definitely not going away. Don’t you understand what that means for me and to me,

[00:21:54.76] spk_0:
so that

[00:21:55.14] spk_1:
was a really interesting evolution and and uh and an invitation for leaders to really be thinking what does micro understanding look like? And then my next step with that is and what is micro

[00:22:05.26] spk_0:
communication based

[00:22:06.98] spk_1:
on that? Right?

[00:22:07.97] spk_0:
All more humanness to like

[00:22:09.81] spk_1:
that Humanness,

[00:22:51.74] spk_0:
more humanity. So then um All right, so uh audacious go well, we talked to them about, you know, having audacious goals. Not not that goes back to you know, not playing small and safe and no, and that’s where this yes, our our digression on failure and micro communications came when I said it may not be the right place for you. What I meant was you know, if if leadership is not accommodating at you know, at least accommodating being audacious willingness to fail. Uh you know, then you have to evaluate whether that culture can change and if you’re not sure that it can evaluate whether that culture is the right place for you. That so that that was you know, I’ve

[00:23:02.98] spk_1:
also worked with um you know, leaders who

[00:23:08.55] spk_0:
were they

[00:23:09.18] spk_1:
are genuinely risk averse,

[00:23:10.74] spk_0:
but

[00:23:24.71] spk_1:
that does not, that doesn’t fire them up. It makes it very uncomfortable, right? So I just wanna say on the other side of it, you know, just is it a culture fit for you can be anywhere along that continuum. But I I love the question right? Like is this a fit for me? Right? I feel like so often

[00:23:30.51] spk_0:
we’re

[00:23:31.33] spk_1:
like, you know, when I, when I teach at the university of Washington in the oven school, the public policy and governance, um when I talk to my students and I mainly work with graduate students, so they’re getting their master’s degrees, They’re like rock stars, they’re amazing, they’re just amazing. And they get to the point in the, you know, in their time and they’re interviewing for jobs. And I always say to them, is

[00:23:51.91] spk_0:
when

[00:24:03.67] spk_1:
they’re making you the offer, you you you are in the power position, ask for what you want because it’s like, oh my God, they want me and then you don’t negotiate because you’re like, oh, they, they like me. Oh, and I’m like, no, no, no, no, no, no, no, no. You hold all the cards in that

[00:24:09.85] spk_0:
moment.

[00:24:10.69] spk_1:
They don’t want to go through that again. You hold all the cards and it’s sort of similar like,

[00:24:16.40] spk_0:
and we’re seeing this

[00:24:24.37] spk_1:
with quiet quitting and, you know, a lot of other movements. It’s like this openness, like maybe this isn’t what I want. And so there’s a lot of, you know, downsides and tough stuff happening right now obviously,

[00:24:29.74] spk_0:
but I think of

[00:24:51.07] spk_1:
bright, I mean I’m I’m a total optimist by nature. Um so I’m always looking for the silver lining in the bright spots while acknowledging the darkness um is this for me, is this what I want? Is this who I want to be? Is this where I want to be? You know, like there’s just a different and that that’s like authoring your life and I want to, I just want to invite listeners to like, this is your one, this is it, Right?

[00:24:57.13] spk_0:
Uh

[00:24:58.55] spk_1:
and you’re wonderful.

[00:24:59.98] spk_0:
And

[00:25:08.49] spk_1:
so are you offering your life, are you like making it happen for you as opposed to like that? It’s happening to me, stance is demoralizing and again, from a leadership perspective, are you inviting that sense

[00:25:12.76] spk_0:
of,

[00:25:13.71] spk_1:
is this for me? How is this for me? Um and encouraging

[00:25:17.32] spk_0:
that regardless

[00:25:18.75] spk_1:
of your risk tolerance by the way?

[00:26:28.28] spk_0:
Right. Right. I love the idea of making the life that you want, not defaulting into the life that lots of other people have made before you just because you know, and that might be taking a year or two off before, you know, to do, to do volunteer work or to travel and you know, there there are myriad different ways. It involves your personal relationships, your, your professional relationships, your relationship with family. I mean turn this into a therapy session, but intentional about the life that you make for yourself and a significant part of that, although it seems like maybe in declining proportion, but still significant is your work. The work you do. The reason I say that maybe in declining proportion is because since the pandemic, I think work has become less significant to large swaths of, I don’t know about the world. So I’ll just focus on our country. I think work has become less or

[00:26:39.98] spk_1:
at least differently significant. Like the way I’m experiencing it with my clients and you know, friends and colleagues, it’s differently significant, which isn’t good or bad, but it does feel different, right? Like it’s holding different space in people’s lives. And I think part of that is the sense of agency that’s

[00:26:46.61] spk_0:
like maybe it doesn’t

[00:26:47.85] spk_1:
have to look like this. And also by the way, you can honor,

[00:26:51.11] spk_0:
you

[00:26:59.26] spk_1:
could like, you know, I’m a woman. I like there are women who carved the path so that I could do what I want to do and I honor

[00:27:00.05] spk_0:
that while

[00:27:01.57] spk_1:
doing things differently and while doing them on my own terms, like you can hold both of that and I think sometimes it can feel a little like, but this is how insert person who’s important to you or who you respect, did things you can respect and honor that

[00:27:15.20] spk_0:
and do

[00:27:16.59] spk_1:
it your own way.

[00:27:17.36] spk_0:
Yeah, we can hold both these

[00:27:18.73] spk_1:
thoughts. You can hold both

[00:27:29.36] spk_0:
of course. Alright, well I made us digress from uh strict marketing communication. So let’s let’s go a little back. Um true believers. We have you want us to find true believers, help us. What are what are, who are our true believers and or what are they in the abstract And how do we find our

[00:27:59.69] spk_1:
okay, so in the world for marketing, generally speaking, in particular for nonprofits? There are three types of body of people in your audience is okay. And I’m not using these terms in their religious sense, using them sort of neutrally. Okay believers, agnostics and atheists. So believers believe what you believe. If you are on a mission to eradicate extreme global poverty, they’re like, yes to that. If it’s too, you know, spayed and neutered dogs and their yes to that, right? They believe what you believe. Agnostics might believe what you believe.

[00:28:14.55] spk_0:
Um, but

[00:28:15.88] spk_1:
you need to persuade them a little bit, right? Maybe it’s not top of their list or maybe it’s like, how you do it or whatever, but they’re they’re removable, right? You can, you can,

[00:28:23.26] spk_0:
you

[00:28:25.06] spk_1:
know, so you might think of them as like uninitiated believers.

[00:28:28.81] spk_0:
Okay.

[00:28:34.04] spk_1:
But they’re they’re they’re in the middle and then atheists don’t believe what you believe. And um, so one thing that comes up is it feels fantastic to convert an atheist, right? Like any time I do a big public talk and we talk about this, there’s always somebody who never believes, like, yeah, but there was this guy and you know, he was, he was against us. He was again, you know, we really kept working on him and now he’s a, you know, he’s a donor. My question back is that’s great. But what was the opportunity cost of converting one? Atheist versus connecting with 1000

[00:29:01.34] spk_0:
believers

[00:29:02.58] spk_1:
like which one? Which one is advancing your mission more dramatically? I mean, except in the world of politics, I just wanna, that’s the caveat, that’s its own little different things.

[00:29:12.90] spk_0:
Um, it’s

[00:29:14.91] spk_1:
all about connecting with your, with your believers.

[00:31:38.28] spk_0:
It’s time for Tony’s take two. It’s planned giving accelerator season. I’m giving 50% off the full tuition for the month of january. So all this month, 50% off full tuition. The class starts in early March 1st week of March and will be done by Memorial Day. It’s a three month class. You’ll spend an hour a week with me. Well that may not be the biggest selling point. You’ll spend an hour a week with your, who will become your friends in our zoom meetings always set up as meetings, not webinars. If you know the difference, you’ll know that you can talk to each other. There’s no, there’s no putting questions and comments in a chat box always set up as meetings. These folks will become your friends. They will be similarly situated in small and midsize nonprofits wanting to launch planned giving. All right. This is, this is what we do together. Oh and and I am there too. And I’m teaching and you know, I’ll be guiding you, giving you the resources you need, like sample, um, Uh, donor letters, template letters, um, marketing materials? Uh, a power point for when you talk to your board and that’ll be one of the meetings we have together is acquainting your board with planned giving and perhaps soliciting your board, identifying your top prospects and soliciting them, identifying your tier two prospects and identifying them, etc. All the info is at planned giving accelerator dot com. I hope you’ll be with me, love to have you. And that’s Tony’s take two. We’ve got boo koo but loads more time for overcome common communications conundrums with Erica Mills Barnhart. Give us some, give us some ideas about how to, how to get, maybe get somebody from agnostic to, uh, to believe her. Those people are those, they work the return on investment. The agnostic community.

[00:31:50.77] spk_1:
Yeah. You know, for the most part, you have to be doing both. So, so a lot of marketing those optimization, right? So it’s for whom are we optimizing? Um, and in general,

[00:31:52.86] spk_0:
if you’re

[00:31:53.42] spk_1:
optimizing well, like with your messaging, right? So, so you have a message and it really speaks to the hopes Dreams, wants needs

[00:32:00.22] spk_0:
of

[00:32:01.22] spk_1:
your believers. That’s gonna be enough to like get your agnostics interest is going to perk up their ears for your believers. They’re like woo. And you’re off to the races for your agnostics. Um,

[00:32:13.34] spk_0:
it’s gonna take

[00:32:14.01] spk_1:
just a little more conversation,

[00:32:15.80] spk_0:
right?

[00:32:16.70] spk_1:
And so, you know, questions are your friend,

[00:32:20.07] spk_0:
like

[00:32:32.25] spk_1:
we default into this. Like if I tell them everything out of the gate, then maybe I’ll hit on something and that is interesting to them and you end up just like, right? And I always say when you tell someone everything, they remember nothing and that comes from like a worried place actually, right? So again, like that you’re gonna hear a theme which is

[00:32:38.05] spk_0:
like you’re

[00:32:39.37] spk_1:
the authority

[00:32:40.86] spk_0:
in

[00:32:41.13] spk_1:
what your organization does show up as the authority ask questions, right? Because the answers to the question, that’s how you’re gonna get that, then you know what they’re interested in and you can feel a little scary at first to do this. If again, if it’s not we’re used to doing or that’s not the culture, um,

[00:32:58.53] spk_0:
get

[00:32:58.82] spk_1:
them, you know, ask questions, just find out

[00:33:00.99] spk_0:
what, what

[00:33:02.42] spk_1:
is it about, what you do specifically? So it’s like there’s a level of specificity and understanding agnostics that you need to move them might refer to it as an engagement cycle. From knowing the organization to understanding the organization, to engaging

[00:33:17.89] spk_0:
believers

[00:33:18.63] spk_1:
move along that cycle real quickly.

[00:33:20.35] spk_0:
You need

[00:33:21.07] spk_1:
to spend more time that zone of understanding and helping them understand what you do with agnostics.

[00:33:27.72] spk_0:
Is this all consistent with uh Simon Sinek, his his core belief that people don’t buy what you what won’t buy, what you don’t buy what you do, they buy, why you do

[00:33:41.92] spk_1:
it

[00:33:46.23] spk_0:
consistent? Okay, okay, so say a little more about the engagement cycle now, you can’t shortchange non profit listeners with like a 12th drive by of the engagement cycle.

[00:34:15.73] spk_1:
I mean marketing and messaging is like very fundamentally all about moving folks around this engagement cycle. And it actually doesn’t matter if you’re like buying toothpaste or you’re trying to get, you know, a new donor. It’s like everyone has to go from knowing to understanding to engaging. And I got, I got specific about this because what can happen, this is unique to nonprofits is because we care so deeply and passionately about what we’re doing. There’s kind of this like to know me is to love me, to know me is to engage, why wouldn’t

[00:34:24.05] spk_0:
you Right?

[00:34:25.73] spk_1:
And then you skip over

[00:34:28.43] spk_0:
the

[00:34:38.12] spk_1:
understand phase and, and that’s really a miss and it’s a miss because like let’s take the events I pick on events a lot. Um, events are a classic example of moving someone from knowing to engaging right? Like I care about something I invite you tony and some other folks to sit at my table at, you know, the lunch and the dinner you come because you know me, maybe you care maybe you don’t and then there’s an

[00:34:53.45] spk_0:
ask rightfully.

[00:34:54.84] spk_1:
So, you know, we should ask for the support.

[00:34:58.51] spk_0:
But if

[00:34:58.93] spk_1:
you go from no to engage that

[00:35:00.39] spk_0:
quickly and

[00:35:08.97] spk_1:
you don’t plan and this is what I see again and again and again with nonprofits is there isn’t a plan for, okay, how am I going to go back to tony and

[00:35:09.71] spk_0:
sort of,

[00:35:10.38] spk_1:
you know, back up the caboose like understanding what what you tony care about as it relates to my organization.

[00:35:15.74] spk_0:
The important follow up

[00:35:22.23] spk_1:
the important what Yes, very intentional follow up. Um, and this is where you know, like retention comes into play, but it’s really interesting. Like you know, you say these things just like, why wouldn’t you do that? That’s weird. Why are you saying that out loud? Of course you would do that. It’s, it’s stunning how often it doesn’t happen. And it is this like really fabulous.

[00:35:38.80] spk_0:
Well tony

[00:35:39.55] spk_1:
Gave money of course he loves what we do and we lump, you know, then we lump you in with somebody who’s given to the organization for five

[00:35:45.40] spk_0:
years now.

[00:35:49.29] spk_1:
Your current donor, not everybody does this. I’m sure listeners, I’m sure there’s some of you like, no, no, we nailed it on the follow up. Like, you know, that’s not so I’m, I’m painting a wide with wide

[00:35:58.73] spk_0:
broad

[00:36:05.49] spk_1:
brush strokes here. But I have seen this so often. Um, and it’s heartbreaking because then you don’t, you know, maybe you don’t come back to the event the next year. You haven’t been nurtured and then your one time donor and that’s super

[00:36:12.46] spk_0:
expensive. That

[00:36:13.86] spk_1:
is low R. O I

[00:36:15.74] spk_0:
I

[00:36:15.97] spk_1:
want the highest return on investment possible.

[00:36:23.45] spk_0:
I’m guessing you’re a big believer in segmentation. Yes, I believe segmentation,

[00:36:26.43] spk_1:
but but not over segmenting.

[00:36:29.46] spk_0:
I

[00:36:29.89] spk_1:
feel like given some of the databases that we

[00:36:32.20] spk_0:
have,

[00:36:36.46] spk_1:
you can almost use it as a stalling tactic like well we’re not ready to like send out our appeals because we haven’t you know, segmented enough. So I just like it’s

[00:36:44.03] spk_0:
it’s a

[00:36:52.28] spk_1:
bit of an art. There’s an art to the segmentation in addition to the science. So yes. I’m a fan of segmenting. Um and not crossing the line into over segmentation as sort of a stalling tactic to doing the work.

[00:36:59.11] spk_0:
All right. I’m not I’m not clear on this. I mean anything. Yeah, I agree. I mean anything can be overdone and used as a used as an excuse uh as an excuse for immobility. What what what is what what’s over segmentation? Like what’s

[00:37:15.61] spk_1:
your database rather than sending out the appeal?

[00:37:17.85] spk_0:
Oh okay.

[00:37:20.95] spk_1:
Yeah.

[00:37:22.33] spk_0:
And and segmenting we want to segment right by interest. Maybe if we know someone is interested in the spay neuter program then then those are the those are the touch points. Those are the data points. Those are the stories we’re gonna share with them. Not the uh not the adoption, not the adoption and rescue program.

[00:38:06.00] spk_1:
Yeah exactly. Like what are what are their interests? And so you know any organization will know in advance. Like here’s kind of our top three top three things we do. Top three ways that we services, we offer our ways that we go about um taking care of animals. Um So you start there again offering, right? So yes you want the information and you know your organization best. So start there and then you can put people in the file folders as it were.

[00:38:20.57] spk_0:
And you’re gonna find out what their interests are, not only by their giving, but by asking the questions that you were talking about earlier. You know, what, what moves you about our work? What brought you to us? What do you love? And

[00:38:21.93] spk_1:
how do you like to be communicated with?

[00:38:24.28] spk_0:
Yeah,

[00:38:32.28] spk_1:
we have like a pretty strong email default setting now, I would say. Um, not everybody loves

[00:38:34.26] spk_0:
that. You

[00:38:46.37] spk_1:
know, I’m seeing, I have clients who are having great success with kind of not, not not doing email. That’s always gonna be a part of what you’re doing. But taking the time to like, actually, you know, back to snail mail. Um, you know, really working direct mail. I feel like direct mail is like having to come back.

[00:38:54.25] spk_0:
Yeah. It’s always strong. I think it’s always so

[00:38:57.88] spk_1:
much stronger than people. Whenever I like show the stats on direct mail, they’re like, what?

[00:39:01.91] spk_0:
Especially when you’re writing to people who love you already. Your mail is not their junk mail, they’re giving to you. They’re supporting you. They’re spending either their time or their money with you. They’re gonna open your letters.

[00:39:24.27] spk_1:
Yeah. I spent a lot of time talking about delight with my clients. How can you delight them? And it’s, it’s just, I mean, it’s a delightful conversation to talk about delight a lot of the work, You know that that nonprofits do is it’s heavy, it’s hard. Um

[00:39:36.19] spk_0:
And so delight

[00:39:36.92] spk_1:
can feel a little antithetical uh trivializing the work. And so I’m not trying to, you know, don’t trivialize the work and don’t trivialize what you’re sharing. Um But can you can you create delight in

[00:39:50.65] spk_0:
how

[00:39:51.08] spk_1:
it is delivered in some form or fashion? I think delight is a gift um in this day and age and it activates people’s particular activating system, which is opens, opens them up to whatever comes next. It

[00:40:03.25] spk_0:
also sounds like fun, right? You can be willing to have fun. Don’t be afraid to have fun. Right?

[00:40:08.60] spk_1:
Yes.

[00:40:10.03] spk_0:
Fun. Yeah.

[00:40:11.83] spk_1:
Yeah. I mean listeners can’t see it, but I do have a string

[00:40:14.33] spk_0:
of holiday

[00:40:15.77] spk_1:
lights around my neck.

[00:40:16.75] spk_0:
I was thinking about saying it right this minute to yeah, got christmas lights multicolor.

[00:40:21.22] spk_1:
I mean it’s been an intense year.

[00:40:24.21] spk_0:
It’s a necklace necklace of

[00:40:25.80] spk_1:
christmas.

[00:40:26.68] spk_0:
The old, the old style big bulb type, not the

[00:40:30.09] spk_1:
right. Yeah. There’s nothing, there’s nothing sophisticated about these lights

[00:40:35.05] spk_0:
there.

[00:40:39.10] spk_1:
Dr Seuss lights. And I put it on this morning cause I’m, you know, I’m talking with you and I like have a lot of stuff and I’m like let’s have a lot of fun

[00:40:56.85] spk_0:
please please do? Alright, we still have more time together. E. M. B. Erica Mills Barnhart. What else, what else would you like to talk about marketing doing it differently. Thinking differently that we haven’t talked about yet.

[00:41:23.14] spk_1:
You know, one of the things I, this is not a unique to me type of thing, but I really invite listeners to think about what they can let go of to do less. What I consistently see is organizations doing too many things. Um and often the reason for that is far more like fear of missing out often, often to double down that this comes from board members. So if you’re a board member listening, you may have a fabulous idea for marketing, Thank you very much for that. And

[00:41:32.87] spk_0:
go

[00:42:05.73] spk_1:
back to the klaxon method, what does success look like? Who’s our target audience? So does your idea, which is a, how is that really going to resonate with the target market? This is why working the method is so important. Part of it. It grew out of like I wanted a way for to kind of mitigate positional authority negatively impacting marketing outcomes, right? Because if you’re a staff member it can be tough to say no right, It really can be. And so then you end up with kind of a bloated number of marketing activities that you’re doing. Um so it’s early in the year, like the work I’m gonna be doing with clients and I am hosting monthly free Ask me Anything sessions starting in january 2023 So you’re listening and you’re curious, come to come to an A. M. A. Right? Like what can I take off my plate? I’ve been doing this so long that it’s, and I’m right, I’m objective. So I can be like, don’t do that.

[00:42:25.49] spk_0:
Take that. Where can we learn about the go to

[00:42:35.03] spk_1:
Klaxon dash communication dot com, backslash newsletter sign up because it’s for newsletter subscribers. That’s how you’re going to find out about like get the zoom link and all

[00:42:39.53] spk_0:
that. You say dash. I say hyphen hyphen. Okay. You don’t mind hyphen.

[00:42:43.99] spk_1:
Maybe that’s an east coast west coast thing.

[00:42:50.91] spk_0:
Maybe it is Klaxon dash Klaxon hyphen. You say you would say dot com though, right? You wouldn’t say that period

[00:42:55.32] spk_1:
correct. I just think about that. Yeah. Dot com. Dot org.

[00:43:01.43] spk_0:
It’s your company. Use dash. I just, I don’t know. I learned hyphen maybe in law school. Maybe I learned hyphen in law school. I don’t know.

[00:43:07.86] spk_1:
Oh, 100% seems lawyer lawyerly.

[00:43:11.04] spk_0:
It sounds like it’s

[00:43:11.94] spk_1:
very technically accurate,

[00:43:13.49] spk_0:
right? Like aiding and abetting it’s, you know, you have to duplicate the words in case you didn’t get it with aiding. Like I gotta, I gotta double down with abetting. Yeah.

[00:43:29.28] spk_1:
So that’s one thing I would say and part of it is like I just want to, I give all your listeners and all non profit people? Just a permission slip to do less.

[00:43:30.40] spk_0:
What kinds of things, what kinds of things we do less of?

[00:43:37.36] spk_1:
Don’t be on so many social media channels, knock it off. You don’t need to be on all of them unless you are a very, very large organization, which as we all know listeners. So there aren’t that many nonprofits that are big enough to support

[00:43:46.64] spk_0:
the very big right University of Washington is not listening to us

[00:43:50.29] spk_1:
go dogs. But no, they’re not

[00:44:05.61] spk_0:
Erica is in Seattle Seattle Washington. Um, well we just talked, well, my guests just last week, I talked about what’s going on twitter amy sample ward and you know, for the new year, whether whether you want twitter maybe, you know, her advice was just evaluated objectively.

[00:44:12.81] spk_1:
I literally tony Just had this conversation with my client yesterday. One of them was

[00:44:16.92] spk_0:
a good time to think, take a step back,

[00:44:20.96] spk_1:
take a step back. But,

[00:44:21.75] spk_0:
and, and

[00:44:23.22] spk_1:
you know that, that I don’t, I mean I haven’t listened yet what Amy said, but I do and believe everything Amy says by the way, she’s brilliant.

[00:44:30.47] spk_0:
She’s on, she’s on all the time. You know, Amy sample

[00:44:32.58] spk_1:
ward. Yeah,

[00:44:33.78] spk_0:
she’s a regular. She’s my, our technology and social media contributor on the show.

[00:44:39.47] spk_1:
Yeah, way back when I worked for an organization called End Power. So we put technology into the hands of nonprofits and so we

[00:44:46.10] spk_0:
started

[00:44:55.61] spk_1:
crossing paths then. So we’ve orbited for a long time. Um, it’s a values decision to a certain extent. Right? So just with that twitter piece, she spoke to this?

[00:44:57.62] spk_0:
Here’s the like, yeah,

[00:44:59.42] spk_1:
are, are, are are people there? So who’s your target audience? If so Okay, that’s that’s one piece of equation but also like how does this align with our values as an organization? So that that’s really twitter is really a twofold choice whereas the rest of them

[00:45:11.82] spk_0:
um you

[00:45:13.18] spk_1:
know, linkedin facebook, I would,

[00:45:15.95] spk_0:
what

[00:45:17.75] spk_1:
I generally say is beyond one.

[00:45:21.37] spk_0:
Yeah,

[00:45:22.83] spk_1:
Beyond one. Be fully on one be the organization where if you’re on linkedin and you, you know, you’ve got the algorithm going for you. People are like, Oh my God, it’s you know, it’s so and so again insert the name of your organization like that. It’s your omnipresent.

[00:45:38.34] spk_0:
I

[00:45:41.71] spk_1:
Would rather have the clients be omnipresent on one channel Then sort of, you know, not even blinking onto the radar of the 17 different social media. I mean there’s a hit parade of five basically, but I’d rather have you beyond present on one once you have that nail.

[00:45:53.03] spk_0:
I had

[00:45:53.33] spk_1:
Another, you know, some organizations can do to it’s fine, but even at two. oftentimes I see

[00:46:00.19] spk_0:
diminishing diminishing

[00:46:01.63] spk_1:
returns for clients.

[00:46:02.77] spk_0:
I

[00:46:07.65] spk_1:
mean I run a communication firm right here on Lincoln period full stop.

[00:46:12.03] spk_0:
What what’s well at Erica mills barn, is that not?

[00:46:16.03] spk_1:
Yeah, yeah, that was my choice to sort of be the face of

[00:46:19.37] spk_0:
um

[00:46:20.22] spk_1:
so that’s our

[00:46:21.38] spk_0:
the company. Okay, so the company is strictly on linkedin,

[00:46:24.59] spk_1:
yep. Gotcha.

[00:46:25.67] spk_0:
Okay. Klaxon, yep. Alright permission to do less

[00:46:30.32] spk_1:
permission to do less permission to less because you’re going to do it better and you’re gonna feel like

[00:46:36.56] spk_0:
just you’re going to

[00:47:10.03] spk_1:
feel the energy of it. And I actually, because I do have, you know, people call it street, but actually it’s quantum physics um and metaphysics, which is like, if you’re on, I’m gonna make this up, right? If you’re on five channels right now where you’re doing five or six things, I want you to write each of them on a piece of paper. I want you to go what who, how make a strategic informed choice about which you’re gonna keep and the ones that you’re gonna release, you’re gonna go burn the scrap of paper. It is so gratifying and there’s something energetically about that. I mean, one of the things that I talked about a lot is the energetic of language in general, right? So words, we hear words matter, Words matter because they actually are matter.

[00:47:21.88] spk_0:
Um

[00:47:22.19] spk_1:
So they abide by all of the universal laws of physics and thermodynamics, just like anything else. So, the words themselves have energy.

[00:47:30.61] spk_0:
Every

[00:47:31.39] spk_1:
word has its own energy, the way you deliver it can shift the energy right? Um and so as you’re like, that’s why just releasing and having to change form is really an important part of the process. Plus it’s

[00:47:43.26] spk_0:
fun theme

[00:47:46.41] spk_1:
of the day, it’s fun, but I mean, you know, be safe about your burning and I’m not like suggesting

[00:47:50.73] spk_0:
you may not be

[00:47:52.11] spk_1:
safe and have fun with burning things, but

[00:47:55.30] spk_0:
um,

[00:47:56.13] spk_1:
it really helps because otherwise there’s going to be this niggle that’s like, oh, but we still have that like profile up so maybe we should be doing something or yeah, just release that for yourself. Political,

[00:48:06.52] spk_0:
you deserve it.

[00:48:08.10] spk_1:
But every single person listening deserves to do what they’re doing in a way that feels amazing to them.

[00:48:15.15] spk_0:
Alright, that’s empowering. That’s

[00:48:16.80] spk_1:
empowering.

[00:48:18.90] spk_0:
So words follow the laws of physics and thermodynamics.

[00:48:27.09] spk_1:
Their energy. They’re literally

[00:48:27.78] spk_0:
energy, right?

[00:48:29.10] spk_1:
Because they’re matter

[00:48:43.79] spk_0:
words are matter. Well paper that words could be written on his matter, but aren’t the words ephemeral and why

[00:48:44.04] spk_1:
would they be?

[00:48:55.19] spk_0:
Because they’re vocalized. Yeah. So they don’t they, they vaporize after they’ve been articulated

[00:48:56.50] spk_1:
tony Has anybody said ever said anything to you that hurt your feelings?

[00:49:00.03] spk_0:
Sure.

[00:49:02.43] spk_1:
Did that feeling vaporized as soon as the words left their mouth?

[00:49:10.40] spk_0:
No, Yeah, we’re

[00:49:13.77] spk_1:
trained to think of them as ephemeral and they are not their energy.

[00:49:17.70] spk_0:
Hmm

[00:49:18.83] spk_1:
Yeah, that blows people’s minds most the time. Your listeners are like, oh my God, they’re talking about, what are they talking about now? So let me get concrete about this. I mean, I love talking about it

[00:49:28.88] spk_0:
at

[00:49:29.08] spk_1:
this level, but I want to make this practical for listeners. Um, this, so when I’m creating like identity statements, mission vision values purpose. Um, we look at and there’s a tool were to fire dot

[00:49:40.23] spk_0:
com, you can

[00:49:44.81] spk_1:
go there, you can put in any word you want. Um, and it is a massive database powers is we pulled every single word of 2503 nonprofit websites. This allowed us to generalize to the entire sector at a 95% confidence interval for any of my fellow geeks out there. That’s what, that’s the bar that you want. Right? So you can go there, put in any word you want and it’s going to tell you it’s going to give you a red, orange or

[00:50:05.36] spk_0:
green.

[00:50:06.76] spk_1:
Red means this is, this word is used a lot by nonprofits a lot. So you, you, it’s not gonna, people are gonna notice it.

[00:50:14.84] spk_0:
Impact, impact

[00:50:17.30] spk_1:
is up there. I’ll tell you, I always joke that provide is the lamest verb ever. Verbs are very

[00:50:22.37] spk_0:
important. It’s

[00:50:24.02] spk_1:
The 4th most used

[00:50:24.92] spk_0:
verb by

[00:50:25.98] spk_1:
nonprofit. So what that means is no one’s going to notice that

[00:50:28.60] spk_0:
verb

[00:50:29.61] spk_1:
and verbs represent the change that you’re committed to creating the world world

[00:50:33.83] spk_0:
and so you

[00:50:34.36] spk_1:
want a verb that’s like, oh,

[00:50:35.86] spk_0:
okay, interesting.

[00:51:21.37] spk_1:
Okay. Um, so there’s always a better verb can provide so you can put that in and, and, and the green ones so you can get some, you know, synergy is still green. It’s not saying like definitely use it. It is giving you feedback about the extent to which somebody is probably going to notice the word or not. So, so in language we have function words and content words, function words are like the and but like our brains don’t register those because our brains can’t register everything right? Like our subconscious mind is processing 11 million bits of information per second. And that’s condensed into like 40 ish pieces of information for our conscious mind. So our brains are very efficient because they have to be and so for a messaging perspective, you

[00:51:24.35] spk_0:
Know, your your your light bulb necklaces overloading my my my conscious and subconscious processing like 20 million bits a second because I got I got these lights. It’s a good thing you didn’t put them. I asked her to put them on flashing and she said no, give me a headache. It’s a good thing. You didn’t do that. I’m sorry, go ahead. I’m sorry.

[00:52:02.28] spk_1:
Yeah. So that’s why, you know, when we’re creating and again, this is the most important set of statements that you’re ever gonna write as an organization. So it’s worth the investment to do it well. And you’re looking for like that combination of like, oh yeah, that makes sense. And like, oh that would interest me. I’m not used to seeing that quite in that context. You know, that’s the art. That’s why like after 20 years of working with organizations writing those. I never get tired of that. That’s just

[00:52:12.03] spk_0:
fun. You like to read fiction.

[00:52:14.56] spk_1:
Yeah, I read

[00:52:55.90] spk_0:
fiction fiction much more than non more southern nonfiction use of use of language word word choice. You know, it sometimes it stops me. I don’t read I don’t read that much fiction actually. But when I do you know someone’s word choices. Oh man she wrote she wrote that he threaded them through the narrow pathway, not that he led them or or took them, he threaded them through the narrow pathway that happens to be part of a book that it stays with me. See words words, words follow the laws of physics and thermodynamics. I told you that you thought they were ephemeral her, you know this is Joyce. Uh

[00:52:59.39] spk_1:
it is one of those things that can we just pause on this for a second.

[00:53:01.75] spk_0:
Like every

[00:53:03.01] spk_1:
time when I first talked about that with somebody shared their like wait my range is hurt and then you’re like,

[00:53:08.62] spk_0:
oh that makes a lot of sense. Like

[00:53:10.60] spk_1:
once you see it you see it. Yeah,

[00:53:12.28] spk_0:
well you grounded it well and you know, hurtful, hurtful words and also

[00:53:16.03] spk_1:
start to go there positive

[00:53:17.05] spk_0:
positive words.

[00:53:18.10] spk_1:
Yeah, like sorry,

[00:53:21.84] spk_0:
thoughtful, thoughtful words could get me going for a month. I can think about, oh she she took the show to her board and it led to a discussion which led to an action and you know, I could go on six months on that. So yeah, okay.

[00:53:33.03] spk_1:
Either way words are on a continuum just like all energetic things are on a continuum. But yeah, but they but they do either have a negative or positive charge. So

[00:53:43.26] spk_0:
is that your background? You have a degree in physics sciences? No, my

[00:53:47.72] spk_1:
dad was a professor

[00:53:50.29] spk_0:
of

[00:54:06.08] spk_1:
engineering. I artfully um didn’t do any, I didn’t do chemistry. I didn’t do physics. I like avoided everything in that realm. But later I really started seeing like it’s um

[00:54:07.13] spk_0:
how

[00:54:08.27] spk_1:
relevant is everything in life. So I sort of did more self study, but I do just I do run things past my dad. Like when I landed on that, I think I think words abide by all the so I sent my dad a note and he said, let me think about that for a little bit. He came back and he said, yes,

[00:54:24.36] spk_0:
you’re right.

[00:54:27.76] spk_1:
So I press your test all of these things because I do not have a background in it

[00:54:43.60] spk_0:
on your dad’s responses. Classic engineer. Let me think. Let me think about the problem. I think about the question. You think about the question and the solution and the answer. All right. But you sound like me. Like I took physics for poets in college. No,

[00:54:44.82] spk_1:
my daughter is a senior, so she’s applying to colleges and graduate.

[00:54:50.34] spk_0:
My

[00:54:50.95] spk_1:
daughter is a senior

[00:54:52.51] spk_0:
in

[00:54:53.10] spk_1:
high school. And so the other day, she said, mom didn’t you you like majored in french and political science, didn’t you? As an undergrad?

[00:55:00.38] spk_0:
And I was like, yeah,

[00:55:03.40] spk_1:
she’s like why? It’s like, I don’t know, you know, I’ve done fine, so, but she is very much, you know, she wants to be a neuroscientist and she’s very,

[00:55:11.53] spk_0:
she follows her grandfather sciences strictly rooted in the sciences Alright. Yeah. Where did your dad teach, Where did your dad teach?

[00:55:19.02] spk_1:
University of british Columbia?

[00:55:21.74] spk_0:
You

[00:55:23.22] spk_1:
will notice like a little weirdness to have

[00:55:25.79] spk_0:
A little further north in Seattle, right, you’re from Vancouver, two

[00:55:35.33] spk_1:
Hours north of here, you hit the border about 45 minutes past that you get to Vancouver, that’s why I still say a couple of things weird like my mom and passed and I’ve been places

[00:55:39.43] spk_0:
because that’s where I was born. Your mom being right, why don’t you leave us with some inspiration, Erica Mills,

[00:55:46.04] spk_1:
tony Come

[00:55:48.64] spk_0:
on, take us out with, take us out with good marketing inspiration, you’re loaded with it. What do you come in? Come on, this is a walk in the park for you.

[00:56:46.73] spk_1:
I’m going to double down on some of the things I said, I really, I mean I’m kind of on a bender about do less, be kinder to yourself by doing less, really want that. I want that for every listener, I want it for their teams. I want for their families, I want for everybody. We’ve just gone through so much tough stuff. Um one of the questions that I love playing with that, I always play with with my, especially my my leadership, you know my leaders who I do coaching with is like how can you make it easy, Like oftentimes we make things harder than they need to be, I am notoriously fabulous and making things really complicated. Um and a couple years ago I just started asking like how can I make this easy? What’s the easiest way to do this and easy in the sense of easy? Maybe it’s for you, how do you make it easier for you, for your team, for the organization, right? Like just without losing or negating or minimizing the importance of the work

[00:56:50.13] spk_0:
that that

[00:56:50.77] spk_1:
that you know, listeners are doing, there’s almost always a way to just make it a little easier and let me tell you there’s always a way to make your marketing easier. Always, always, always. I mean it’s why I have, like listeners have heard some of the methods and the frameworks that I use, that’s why I’m such a fan of creating them and mine are all super

[00:57:08.60] spk_0:
simple.

[00:57:10.18] spk_1:
And the reason for that is because I want to make it easier. Like I want to free up that energetic space

[00:57:17.64] spk_0:
for

[00:57:18.03] spk_1:
you to be focusing on the substance of what you’re doing on the way in which you’re changing the world. Um You know, marketing communication isn’t rocket science, it’s actually pretty darn straightforward. Um and so let’s let’s make that as easy as possible.

[00:57:32.35] spk_0:
We also doubled down on have more fun, have

[00:57:35.50] spk_1:
more fun. I mean by the way that’s giving myself a permission slip. Um it’s you know, it’s easy, like if especially I love the work I do. I mean I truly it it lights me up. Ha

[00:57:46.81] spk_0:
um ha

[00:57:48.50] spk_1:
ha because okay I do have light bulbs around my neck. Um

[00:57:54.63] spk_0:
but this

[00:58:04.60] spk_1:
work can it can be heavy and getting, you know, the stakes feel high. I have some really high profile clients um you know, I need to get it right with them and for them. Um and I think that it can be we can forget to have fun,

[00:58:10.11] spk_0:
you

[00:58:10.32] spk_1:
know, we can forget to have fun. So like fun.

[00:58:12.62] spk_0:
Don’t forget

[00:58:13.35] spk_1:
Spaciousness. I always like come up with three words for the year.

[00:58:18.59] spk_0:
That’s

[00:58:19.07] spk_1:
pretty fun if listeners don’t do that. That’s a beautiful way to set the stage for the year ahead for yourself.

[00:58:23.54] spk_0:
You have three words for 2023?

[00:58:25.47] spk_1:
I do.

[00:58:27.14] spk_0:
Well no no we’re gonna wrap it up,

[00:58:31.87] spk_1:
we’re gonna leave people like wondering you can reach out

[00:58:35.17] spk_0:
Right? You have to reach Erica Yes. If you want the three words, what are the three words for 2023

[00:58:39.79] spk_1:
spaciousness, vitality and play,

[00:58:58.65] spk_0:
spaciousness, vitality and play. Alright, spacious while we talk to permission to permission to do less permission to have fun. Play play and vitality Yeah.

[00:59:00.32] spk_1:
tony And I’m gonna ask what yours are, I’m gonna I’m gonna email you in a couple of weeks.

[00:59:31.24] spk_0:
Okay because we’re recording in december. So I don’t have mine yet but we’ll we’ll go we’ll go out with yours spaciousness, vitality and play BMB. Erica Mills Barnhart, communication expert, speaker author coach. You’ll find her at Erica Mills barn and her company at klaxon hyphen or dash communication dot com. Erica Thank you very much. Real pleasure so

[00:59:33.23] spk_1:
much for having me. tony I really appreciate it. It’s been great

[01:00:11.41] spk_0:
next week the 2023 fundraising outlook report from one cause if you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. Our creative producer is Claire Meyerhoff. The shows, social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott Stein, Thank you for that. Affirmation Scotty B with me next week for nonprofit radio big nonprofit ideas for the other 95 go out and be great.

Nonprofit Radio for September 6, 2022: Sustainable Fundraising

 

Larry Johnson: Sustainable Fundraising

Larry Johnson is author of the book, “The Eight Principles of Sustainable Fundraising.” He walks us through several of them, including “Donors are the Drivers™,” “Leadership Leads™” and “Divide & Grow™.”

 

 

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[00:01:51.84] spk_0:
and welcome to tony-martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me, I’d suffer with infra occlusion if I had to bite down on the idea that you missed this week’s show, sustainable fundraising. Larry johnson is author of the book The Eight Principles of sustainable fundraising. He walks us through several of them, including donors, are the drivers, leadership leads and divide and grow. I’m Tony’s take to make it about your mission. We’re sponsored by turn to communications. Pr and content for nonprofits. Your story is their mission turn hyphen two dot c o and by fourth dimension technologies I. T. Infra in a box the affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant or d just like three D. But they go one dimension deeper here is sustainable fundraising. It’s a pleasure to welcome Larry johnson to non profit radio He is founder of the Eight Principles and author of the award winning book the eight principles of sustainable fundraising. He’s an internationally recognized coach trainer and thought leader in fund development and philanthropy. The principles are at the eight principles dot com and larry is on linkedin. Larry johnson, Welcome to the show.

[00:01:54.56] spk_1:
Well Tony, it’s indeed a pleasure. I’m looking forward to this.

[00:02:14.05] spk_0:
Thank you very much. I am as well. It’s a pleasure to have you, Let’s talk about the eight principles. What were you thinking when you uh rarefied fundraising into into eight Cognizable bites for folks.

[00:03:22.38] spk_1:
Well um you know, I’ve been in this business what 30 plus years now, yikes anyway. One thing I’ve noticed throughout my career is that people tend to focus on the process or the tools and not really the underlying principles or unchanging sort of laws that are operating in the background. And, but if you look at organizations that are truly transformative in the way they raise money and the way they engage their donors in the way they continue to grow every year. Even if they don’t, they ever heard of the eight principles, you could take and look at their organization and see them observing all eight of them. And so when I went to write the book, the idea was to create a book that was sophisticated, yet simple and that could be applied both at the technical levels and at the board level that here, this is what’s going on. And if you understand it, then you’ll be able to assemble a program that makes sense for your organization because not every organization is the same. The constituencies aren’t the same. And so it’s really, it’s foolish to try to make everything work everywhere because it won’t. Uh, and that’s one of the reasons why so many organizations are pushing uphill.

[00:03:32.41] spk_0:
So, you see these as a, as a foundation for all sustainable fundraising.

[00:03:33.99] spk_1:
Yeah. And the reason why is they’re all based on human nature. Um, and, uh, I mean, we’re actually gonna be going into into, into ASIA, into India later this year and they’re just as applicable there as they are here because they’re based on human nature.

[00:04:24.33] spk_0:
Okay, well, we’re gonna, we’re gonna hit three of them that I feel are areas that we haven’t had many guests or any guests talk about. And then, you know, if, if there’s still time we’ll go back and hit a couple. But uh, you know, for listeners, I want, I want it to be stuff that we haven’t talked about very much with with other guests. So your number one of the eight principles of sustainable fundraising is donors are the drivers. What’s going on here?

[00:05:33.58] spk_1:
Well, um, donors A. K. A. Investors. I like the word investors. Um, they are driving the philanthropic enterprise without them. There is no philanthropy. There is no fundraising. But the irony here is they’re not driving it with their money. There’s the key, um, people are obsessed about the money. Well, yes, money is involved, but it’s not really the focus. And especially at the focus of, of donors, investors. They’re looking for something different. But then it’s also not really, their focus is really not the mission of the organization either. Um, it is, again, tangential, what donors are looking for is the fulfillment of their own dreams and aspirations. That’s what they’re really looking for and the organization that can provide that they’re the ones that will elicit the transformative and ongoing support of these people. Um, and so they are indeed driving the enterprise. And there’s a lot of, a lot of my friends out there in the wealth management world, tell me that for lack of engagement by nonprofits, there’s probably at least a billion dollars sitting out there un engaged. And, uh, and that, that doesn’t mean it’s tied up in a donor advised fund or any sort of instrument there. It’s just sitting out there because it’s never been engaged.

[00:05:48.98] spk_0:
I mean, there could be more than that. That that’s a very speculative,

[00:05:51.90] spk_1:
right? It is, it is

[00:05:56.19] spk_0:
Estimate, I mean, it could be $10 billion. I mean, I know nonprofits could be more engaging with donors. So I’m not, I’m not quibbling that it’s not a billion. It could be 10 times that,

[00:06:03.96] spk_1:
yes, it could be absolutely, absolutely. But the keys, they’re driving the enterprise, but they’re not driving it with their money,

[00:06:19.09] spk_0:
right? You’re saying their aspirations and their dreams say more about how you see nonprofits fulfilling donor aspirations and dreams.

[00:06:46.11] spk_1:
Well, tony if I were approaching you as a, as an executive of a nonprofit or a fundraiser, a board member or anybody else and you were a potential investor. Um, I would first try to figure out what it is that you that really gave you fulfillment what it is you’re really looking for. And we’re talking about very serious transcendent fulfillment, not immediate short term and, you know, especially with today’s technological tools that are available, you know, in the old days, you just ask people and that still works. Um, but you can figure out pretty quickly, you know, what is it that’s driving these people, what is it they’re not missing because what you’re giving them is something they cannot buy. You see, they can’t buy that. Um, and let me tell you a little story

[00:07:21.93] spk_0:
before your story, hold, we’ll get we’ll do your story. I love stories, not putting the kibosh on the story, but hold off what they can’t buy. They can’t buy the fulfillment that nonprofits can provide, that

[00:09:26.91] spk_1:
they can’t buy that. So, if the if the nonprofit is going to offer this to them, you know, and then they will more than gladly give them an exchange. You see, let me let me let me illustrate this. There is a there is a for profit market vertical that understands this intrinsically and in fact, their entire um market proposition. Their whole sales proposition is if you use their product, you will become personally fulfilled sex appeal, you know, self worth all in one package. And most of us use those products and I, and I usually say, so what is it to a group? And maybe one person will get it right, It’s the cosmetics industry, Alright, that’s exactly their sales proposition you use our product, you’re going to be beautiful, self fulfilled sex appeal, the whole thing. So, and the story is okay to illustrate that I went into a department store, it’s been four or five years ago now and I went into the cup of the men’s cologne fragrance counter, whatever you wanna call it. And there was a young clerk there, young man and I walked up and I knew what I wanted, you know, and he says, um, can I help you sir? Well, if you know me, you know that I love to ask questions just to see what kind of response I’m gonna get. And right in front of me on the counter was this, you know, men’s health? One of these men’s magazines opened to a full page cosmetics at full page. And the ad was very simple. It was a um it was a photograph, full page photograph. And it was this this uh this gigolo with this, with this blonde in a white bikini on a yacht, in the Aegean. And then the, an image of the product was superimposed onto the photograph very prominently. And it’s, you’ve probably even seen it. It’s a very well known brand. So I said to the young man, I said, well, so tell me pointing to the ad, if I buy this, do I get hurt? Well, he looked at me like he didn’t, he was just he was he couldn’t quite

[00:09:31.60] spk_0:
was a man,

[00:09:33.80] spk_1:
it was a gigolo with the, with the blonde.

[00:09:36.78] spk_0:
Oh,

[00:09:38.32] spk_1:
okay, so you know, the the idea is you’re you’re transmuting yourself there on the yacht with this blonde, that’s the whole thing. Okay,

[00:09:46.19] spk_0:
Yeah. The guy at the Clark county has to offer you?

[00:10:19.58] spk_1:
Well, first of all, he couldn’t quite process what I just said because it was so damn obvious. That’s why. And then, so then I said so, but that’s the implication, isn’t it? And he said, yes, it is. That’s what I’m telling you. And you see, and you see, so they’re making billions of dollars selling a counterfeit. And what I tell nonprofits is you have the real thing because people want to be involved in something that’s bigger than themselves. They want to feel they’re part of something bigger than themselves. And if you can provide that they will be with you over and over and over again. You try to browbeat them with with moral ISMs or statistics or other things. You know, people just kind of tune you out. They may give you a hush and go away gift. Like here, take some money, go away. But you’re not gonna get the kind of transformational engagement that you can, if you really understand that you want to tap into that person’s desire to do something bigger than what they can do.

[00:11:11.01] spk_0:
Let’s see what are some ways that, that we can, we can do this. How can we, I guess I guess I’m asking you in our, in our marketing, which may just be conversations, I don’t, I don’t mean necessarily in our print marketing or digital. But in our conversations even, you know, how can we rise to this principle of fulfilling dreams and aspirations for donors?

[00:12:17.47] spk_1:
Well, the first thing is you have to figure out what the dreams are. You have to know what they are. And that takes some time. Um, it takes some effort. It’s not impossible. And you know, I worked for one of the major consulting firms for over seven years and I did a lot of campaign feasibility studies a lot, uh, could do them in my sleep. And one thing I discovered about those is even though they consisted of anywhere from 40 to 50 individual interviews, um, if the initial interviews were chosen correctly, if we could get the right balance in the first half dozen or even maybe nine, um, I knew how it was gonna turn out in the end. I can tell you this is what’s gonna happen at the end and that comes from doing it from the experience. So, but the client of course one of the 50 interviews and that’s what the client got. All right. But I could because I remember getting a call from my boss once after the after the first three or four days. How’s it going larry? I said, well, it’s going to be X, Y. Z. Okay, fine. And I spent the balance of the time during the interview. So a lot of it is, you know, I’m an old school guy. Be

[00:12:27.18] spk_0:
careful there. I hope you didn’t, I hope hope after those first eight or nine interviews you didn’t engage in confirmation bias and then you just you just attempted. You and your all your subsequent interviews. You, you skewed your conversations to confirm what you had already told or you already fixed in your mind even was gonna happen. You didn’t let that happen. Did you know, confirmation bias?

[00:12:43.26] spk_1:
No, I’m an engineer by training.

[00:12:47.04] spk_0:
Okay. You’re

[00:12:48.01] spk_1:
looking at the data at the end.

[00:12:49.76] spk_0:
All right.

[00:13:40.22] spk_1:
You’re you’re looking at, okay, this, this is all the answers to the questions how they all stack up, but you can get a pretty good idea of how it’s going. If you’re listening carefully, you begin to see patterns emerge. And there are there is the odd ball one that you, at the end, you get a few interviews that that throw everything out of whack that happens. But typically you don’t have my point in saying that is you don’t have to, you don’t have to go out and interview 300 people. You really don’t have to do that. Um, you know, you interview a good segment of your population and the key is to be listening uh, and ask open ended questions. And if you guarantee them anonymity and confidentiality, they’ll tell you anything, you want to know, people really want to do that. So that’s that’s an old school guy. And so that’s what I would do uh to get some ideas as to what are the messages And there aren’t, they don’t have to be that many, maybe three or

[00:13:42.97] spk_0:
four that

[00:13:59.89] spk_1:
resonate with the people who support us because I know we’re not talking about principle for, but principle four is learning plan learn who would naturally support you because not everybody will okay, learn who that is, who big picture and, and then then make plans on how to reach out to those people because they’ll be reachable different ways. So you go back to donors. Other drivers, figure out what those touch points are, you know what and there and they’ll be there and they may be a little bit different than what your mission is, but it doesn’t mean it’s, uh, it’s contradictory, it’s just, it’s just a collaborative or a line.

[00:14:36.07] spk_0:
Okay, let’s move to, uh, principle number three. Of the eight principles of sustainable fundraising leadership leads, leading by example, Talk about this one. Why is this so critical? What are, what are leaders not doing that? They ought to be doing?

[00:14:42.99] spk_1:
Well, let me go back and say one thing about, is the drivers that I’m going to go into this.

[00:14:47.90] spk_0:
Alright, alright.

[00:15:30.90] spk_1:
There are levels of donors are the drivers, remember if donors are driving the car, they’re in the driver’s seat, they got their hands on the steering wheel. Um, if that donor is a really good match for you and you’ve done your work, you’re gonna be in the passenger seat, you’re gonna be in the navigator seat up front. Uh, if there’s sort of a match, you’ll be in the back seat, you’ll still be there, but you’re not gonna get the kind of attention that the, that the navigator would get or if you’re barely hanging on, you’re gonna be in the trunk, okay? And so you get whatever’s left over, you open the trunk after two hours and you’re still breathing okay, fine. That’s their levels of that. Not every donor is going to be that 100% sweet spot. Uh, and I’m not suggesting that you limit yourself to that. But if you’re focused on that, you’re gonna pick up everyone that would remotely be in that, that, that universe.

[00:17:12.88] spk_0:
It’s time for a break. Turn to communications, like so many other things in life. Getting in the media depends on relationships. You’ve got to be known by folks who work in the media to be heard by folks who work in the media to get their attention. It’s so much easier when you know somebody, it’s so much easier when you want to be heard when you have an existing relationship before you’re out for the ask, right? You draw the fundraising analogy first meeting. Do you ask somebody for a gift, highly unlikely you build up a relationship, you get to that point. Media is the same way. You have much, much better odds if you have an existing relationship when you make your ask based on the news hook or something happening at your organization that, that is no, is newsworthy? Whatever it is, it’s the existing relationship turn to knows how to set those up for you, how to build them and grow them. So you get heard at the time you make the ask turn to communications, your story is their mission turn hyphen two dot C o. Now back to sustainable fundraising.

[00:17:17.97] spk_1:
Leadership. Leadership

[00:17:19.68] spk_0:
leads. Yes. What, what, what, what can we be doing better here?

[00:18:57.77] spk_1:
Well, let’s look at what that means. Leading by example, you look at any organization, whether it’s a commercial enterprise, whether it’s a civic association, whether it’s a political party, whether it’s a nonprofit social, whatever it is. Um, leaders are expected to assume certain responsibilities. I mean, they’re obviously the fiduciary ones, uh, and the other issues that are related to that, but it’s, they set the pace for the example. What’s the quality of the leadership by these people morally upstanding? Do they represent the essence of the organization? Um, you know, are they representative of those who are investors to the organization? That’s a big key. Uh, and I’ll give you an example about that. Um, I was working with a social service organization that covered about 45 counties and they were concerned, they weren’t getting any support out of this one county. And I said, well, who on your boards from that county. Well, no one I said, well, there’s your problem right there. You’re not tapped into the networks there. So they corrected that. Um, but then the other key is they only have in a nonprofit setting leaders, I. E. The governing board and certainly their their employee, the executive. And I think that needs to be stressed is that the executive is an employee of the board. Sometimes you get these weird sort of relationships and how they relate to one another. Um, but the key there is that they only have three things they should be focused on. Number one setting policy for the organization, number two advocating for it. Hey, if they’re not, if they’re not a fan, why are they on the board? And three, they should be there charged with making sure they’re sufficient resources with the delivery of the mission and in a non profit that almost always includes some philanthropy or some fundraising. I mean, there are other sources of revenue,

[00:19:17.15] spk_0:
but fundraising

[00:20:57.82] spk_1:
is a part of it. So wherever the leaders lead you, that’s where your people on the outside are gonna take their cues. So if for instance, I’m a big believer and I make no bones about this. Is that every board member and I’ve been a nonprofit board member needs to be financially committed. And now, what does that mean? Well, some people use it to say there’s a board minimum or we have this or that or whatever. You know, I really don’t, I don’t really like those because I prefer something I call equal sacrifice, not equal amount because everyone around that table is gonna, their pockets are gonna have different depths to them. And you know, for someone, $1000 could be quite a sacrifice. And for someone else, hey, they’ll spend that at Sun Valley down the road for me and one weekend easy. So it just depends on who you are and and where you come from. And because I’m a big believer in that board should be representative of the constituencies they they support or that they reach out to. So, so but they all have to be and that includes person that should be personal funds, not corporate funds. I think, you know, people use people, you know, people who are corporate appointees. Um they not, they may not be useless, but they tend to be very weak board members because they’re told by their boss to go and be a part of that. They want to have a representation. Um, it’s not really that effective. Neither is the board member who’s on 12 other boards and you’re getting them simply because they have a recognizable name names don’t bring in support. They really don’t. But but leadership leader, they will lead you irregardless of whether they’re leading you in the right place at the wrong place. They will lead others, they will get that message, but here’s another piece of it is people before

[00:21:07.03] spk_0:
you move onto the next piece. The equal sacrifice. I like that. Uh equal sacrifice instead of equal amount. Sounds sounds like the stretch gift. You know, everyone should be stretching to to what is a stretch for them.

[00:21:20.64] spk_1:
Yeah, it should be uh,

[00:21:24.66] spk_0:
I think

[00:22:36.94] spk_1:
stretch but doable and then the way you achieve that and what I, what I counsel clients to do is something called peer solicitation and that’s not what it’s known in the current and the current. That’s not the current version of that. Pierre solicitation is where boards, there’s a small group of the boards that that takes and evaluates people in terms of their bill And then people are asked face to face for a specific amount for their annual gift at the beginning of the fiscal year. Uh they can pay it in cash, they can make a pledge, they can make payments whatever they want to do, but it’s got to be satisfied by the end of the fiscal year. And then you take all those, all those, all those evaluation amounts, you add them up, take about 20 or 30% discount on that total. And that’s your, that’s your group goal because you want the board to feel as though they’ve accomplished something. I don’t like goals that are so high that it’s almost impossible to reach goals should be floors, not ceilings because the idea is to create that momentum. And if you do it up front and you can say, hey, you know, our, our goal for our board this year was $65,000 and we raised 72 5. Great, Wonderful. That’s terrific. Think about how that plays in the public square. Think about what that says to the people who are on that board and and all their friends and people they know, wow, Hey, you know, they must really believe in that, that that organization is going places. Let me let me learn more about it.

[00:22:48.96] spk_0:
And alright, well, and you achieve that by taking the, the what you expect the aggregate to be for the year and you’re discounting it.

[00:23:04.21] spk_1:
Yeah, yeah. But, but it’s reasonable. It’s something that’s based on what, you know, the individual. All

[00:23:04.48] spk_0:
right, what else about leadership leading?

[00:25:02.28] spk_1:
Well, another thing is, you know, I said, fundraising is a big part of it and people, they always start groaning well, you know, um, You know, I’m not good at asking for money. That’s just not for me, I don’t feel awkward, I feel awkward. Well, what I tell people is board involvement in fundraising only about 5% of its actually asking. Alright, that’s the very minor part of it, a big, big part of it is the board to be able to number one properly resource a fundraising program knowing it costs money to raise money. And then also when they, when the reports are made and when the analysis is done for the board to be sophisticated enough to ask the right questions of the fundraiser and the executive, you know, you know, one of the, you know, the number that usually, or often let’s put it that way comes up, you know, at a board meeting is, well, what did you raise in the last quarter or six months or whatever it was? That is a totally meaningless number from a fundraising perspective, that’s an accounting number. That’s a cash number. That’s the result of your fundraising. That doesn’t predict anything. Even the brokers say past performance is not an indicator of future performance. They get that in real fast. So, but there are other variables that are identifiable in a program that will, if the board is aware of these and presented and educated, they’ll be able to evaluate, they’ll be able to see, okay, you know, our retention rates really low. We need to work on that our average giving rate is stagnant. You know, we’re here here here and you see board members are not stupid people, You know, they can assess this, but they’re not given this opportunity. I think there was a study, Oh, it’s been several years ago now where I, I shocked that 75% of the board members they surveyed wanted some sort of formal understanding of fundraising or training and only about 20% were ever offered anything like that. And that’s, and so these are these people are volunteers Tony this isn’t their full time job. So it’s not their stick to go in and kind of relationship is really, really aggressive to go and figure it out on your own.

[00:26:28.74] spk_0:
It’s time for a break. Fourth dimension technologies. They have the free offer. It’s still going exclusively for nonprofit radio listeners. You know, you’ll get the complimentary 24 7 monitoring of your I. T. Assets and they’ll do it for three months, 90 days monitoring your servers, network, cloud performance, your backup performance All 24, 7 of course, if there are any issues during the period, they’re going to let you know immediately and then at the end of the three months you’re gonna get their report, telling you how you’re doing. It’s all complimentary. It’s on the listener landing page. It’s at tony-dot-M.A.-slash-Pursuant D just like three D. But they go on to mention deeper, Let’s return to sustainable fundraising. Let’s talk some more about what board members can do around fundraising besides soliciting. And I understand re sourcing you said re sourcing the development function, properly asking the right questions, focusing on the meaningful metrics, not the vanity metrics. Uh, let’s talk something about individual board member activity aside from soliciting. So, you know, making introductions, hosting small events, things like, you know what your ideas around those that individual board members can do around fundraising.

[00:28:03.88] spk_1:
Well what I tell you what I tell organizations when they’re looking to evaluate their board or improve it or whatever I say, you know, the, you know, boards are, excuse me. Boards should be organic groups, meaning they’re responsible to each other, they’re not responsible certainly to their employee. The executive and the boards that do best are the ones that are, are organic. And the way you get that is that first of all, the idea of equal giving excuses of equal participation and that kind of commitment. But another way you do that is to things you make sure that you have a variety of skills on your board. You don’t need six accountants and nine attorneys. You know, you need to spread that around a little bit and then the other pieces, if you look at the constituencies from which you expect to raise money and however you want to identify those, you should have at least one board member that represents those constituents. Each of those constituencies because they’re the person that has the network that you’re looking to to, to to build and then that that individual’s job, one of their jobs is advocacy, is making sure that their network knows who you are as an organization and the great work you’re doing, that. You’re willing to introduce your friends and relatives to this organization, you know, and if a board member isn’t willing to do that, I question their commitment. Why are you on the sport? I mean, if you don’t really feel good enough to tell your friends and relatives and business partners that this is a good thing, why you know what you’re doing that.

[00:29:47.58] spk_0:
I was on a board years ago by the way. Larry. If you need to take a sip of water, please go ahead. I’ll, uh, I’ll make my question. Uh, uh, Loquacious to give you a chance to take a, take a drink and a breath. Um, I was on a board many years ago. Uh, and one of the board members was, was kind of embarrassed to ask for money. He didn’t, he didn’t feel that the organization really merited the support of his friends he was giving personally, But I think that’s because we all have an obligation. But he, he was, he was kind of embarrassed actually. He felt that, yeah, that the organization just was not, wouldn’t be meaningful to his, his colleagues in his, this happened to be an attorney in his, in his law firm wouldn’t be meaningful to them. They wouldn’t be interested without, without ever having talked to him about it. Very, you know, very unfortunate. Um, yeah, it’s just a terrible, unfortunate, sad mindset. You know, why are you on the board? If you don’t think your friends, even your colleagues forget friends, Your professional colleagues are going to have any interest that you serve on the board. I mean, that’s your biggest hook or at least that’s your first hook. Maybe it’s not your biggest hook. That’s your first hook. I spend time with this organization. I go to their performances. I go to the meetings. I’m on the, I’m on a couple of committees. You know, that’s your, that’s your entree and then what good that the, that the community that the organization does, the education program in the elementary schools, the performances, etcetera. But he just had the vastly wrong and very unfortunate mindset.

[00:30:12.95] spk_1:
Well, you see that mindset goes beyond board members and what’s happening there is the person is not comfortable. And so they’ve feel authorized to take the agency away from the other person. They’re making the decision for

[00:30:18.50] spk_0:
them. That’s

[00:30:19.63] spk_1:
what they’re doing. And, and I, it’s like when, you know, you’re doing an awareness meeting or an event

[00:30:24.78] spk_0:
well, and they’re also, they’re also just making everything easier on themselves.

[00:30:28.84] spk_1:
Of course they,

[00:30:29.81] spk_0:
well, my, my, my, my fellow, uh, partners aren’t gonna be interested. So I’m not going to approach them.

[00:31:23.95] spk_1:
So, but it’s the whole idea of awkwardness and you, but they don’t realize they’re taking agency away from these people. They’re not giving them the opportunity to make the decision on. That’s really what they’re doing. Now. There is the flip of this. I’ll tell you a story. Um, I was working with a client up and catch them, which is Sun Valley. I live out in Idaho and Sun Valley is a very wealthy community. It’s not very big, but there’s a lot of, a lot of money there And we were doing an annual fund where this one individual had made a cash gift to $250,000. And so he was assigned to do another to go and solicit one of his board members and this man’s name. Others call him John offered the guy that the other board member will, will you take 50? And where upon the board members said, Bill, don’t embarrass yourself with that. I want the 2 50 that I put put in. I mean, there’s, I mean, I wouldn’t necessarily advise that, but he obviously knew the man well,

[00:31:42.07] spk_0:
right. Talking about peer to peer. Yeah, if you can, if you can get friends, I was gonna say putting pressure on, let’s just say soliciting, uh, if you can get friends like that soliciting each other, Nobody’s gonna walk away disappointed.

[00:31:52.60] spk_1:
No, No. I just love what he said was, don’t embarrass? You

[00:31:58.61] spk_0:
Don’t embarrass yourself 50,000. Yeah, Yeah. That’s, that’s a, that’s a great lesson in peer to peer board board soliciting keep the keep the professionals away and let’s just get the 22 good friends having lunch together. One of them has an agenda to talk to the other about his or her board. Giving all right,

[00:32:17.59] spk_1:
Anything

[00:32:18.22] spk_0:
else you want? I I got admonished on because donors of the drivers, I left that too early. So anything else you want to share on leadership leads before, before we move ahead.

[00:32:33.32] spk_1:
Um, I don’t think so. I just say that, oh, when you in, when you insist, when, when you insist on equal sacrifice, here’s what happens. You get a group of people, of individuals that become accountable to each other.

[00:32:46.92] spk_0:
There’s

[00:32:57.13] spk_1:
the key and they begin to function as a group, not as a collection of individuals. And that’s where the trail, that’s where two plus two equals five, you see is because that synergy of a group functioning as a group, not as a group of it, not as a collection of individuals. And that doesn’t happen very often. But when it does, it really really energizes an organization. You see it make great strides very quickly,

[00:33:20.21] spk_0:
shared sacrifice. If we’re all sacrificing equally. And I don’t mean dollar wise, I mean, I mean, capacity wise, we’re all sacrificing for the good of this organization. Yeah. That’s going to create a cohesion.

[00:33:27.51] spk_1:
That’s what you that’s what you’re looking for. Is that kind of, you know, we’re all in this together. Um and we’re gonna make it we’re gonna make it successful

[00:33:36.03] spk_0:
partnership in sacrifice.

[00:33:38.32] spk_1:
That’s right. That’s exactly what it is. And as I said, it becomes an organic group. It’s not it’s no longer just a collection of individuals.

[00:33:55.30] spk_0:
Good enough. Okay, Let’s talk about principle number six, divide and grow. What’s this? What’s this about?

[00:35:20.41] spk_1:
Well, a divide and grow. Um The shorthand version of that is treat different donors differently. Alright. So that um what you’re essentially doing here is you realize that your donors are not all the same, they’re not all the same age that they don’t have the same situation in life or as the Germans would say, where they are in their lifespan, um, their interests, all of the, they’re all different to some degree. They come from different backgrounds, different places. So that the organization that can allow for these, and that creates a pathway for donors to come closer to you emotionally over time and see, I’m a big believer in really focusing on high retention rates, not cache entry rates. Those organizations are the ones who achieve this transformative giving over time. Uh, and that’s so that when you divide your constituency into these air into these levels of, you know, you know, ages and, and where they are in life and income level and all these kinds of things that, that define, you know, what the person is going to be like when they come to you and you treat them that way. And, and you, you can, of course with today’s technology, even the very smallest organization can do this kind of thing. Uh, it doesn’t, you know, in the old days, you know, three or three or five cards and an army of researchers and, and people making phone calls and you can still do that. But the point is, you don’t have to, but you know, I’ve known this for a long time. But then there was research published about five years ago, I think it was Russell James, I’m sure, you know, russell

[00:35:33.09] spk_0:
Russell Professor Russell James texas Tech University.

[00:36:46.40] spk_1:
Yeah, So and what they discovered was when donors are given a pathway that brings them closer emotionally. And I stress that word, the emotional connection with the organization over time To the point where they make a gift out of an asset, not income. And it doesn’t have to be a large one can be maybe a couple $1000. I mean really it doesn’t have to be huge when that happens. And you can get a core group of people, maybe only 10 or 15% of your donor base that has done that the entire fundraising program in terms of income, just skyrockets. And the reason why is you have a core group of people that are so emotionally committed to you. They come hell or high water they’re gonna, they’re gonna be there for you no matter what happens, you see, and that’s what you’re looking for. Is that core group of people that are so emotionally committed to you and they may not be your top givers financially, but they will drive everything else. That’s the key. Um, and that’s why although I’ve done most of my work in capital fundraising and major gift fundraising in all the conventional terms, I I even sort of steer away from the term major giving anymore because that’s an internal term. It’s reflected on ability. Um, and I really, really focus on emotional commitment because I think the rest will come. And of course in your area, the deferred giving area, that’s those are asset gifts, you know, usually by definition.

[00:37:01.29] spk_0:
Yeah, right. You were talking about giving from assets, but

[00:37:16.11] spk_1:
I mean, I had a fun gift be satisfied by the liquidation of a small, a small money market. 10 grand. Okay. I mean, yeah,

[00:37:51.83] spk_0:
sure. That can happen. Um, yeah, the ultimate, you know, the for a lot of folks that their ultimate gift has to come in their estate plan because either they can’t or they believe that they can’t make their ultimate gift while they’re still living. So they put it in their estate plan and there there’s there’s a plan to get in a nutshell. Alright, So, yeah, so, all right. So you want us to, you know, dividing and growing, you want these, you talk about mutual, mutually beneficial relationships.

[00:39:22.17] spk_1:
Yes, these are, these are not one way relationship. These are mutually beneficial relationships. Um, you know, you know, I have something called the, if you read my book or my other stuff, I have something called a donor pipeline pipeline signs kind of commercial and kind of cold, but what it really is, it shows how donors come to you and they come to you through three or four different sources and then over time, how you get to know them and move them closer to you and then you can attach certain kinds of fundraising methods and relationships and things that they do over time and then a capital campaign, which is a very specific, relatively short term way to raise a lot of money for a specific so set of, of things or ideas then what that, how that serves in all this is to kind of goose what I’ll call goose the whole system because it raises everybody’s awareness of what’s going on. And then, you know, for those who understand that the real or that I would think the more significant payoff Quote of of a capital campaign is not the money raised in the immediate, uh, for the immediate, in case it’s how you’ve positioned your, your donor base to continue to give at higher levels over what, 10 or 15 years. And universities, they figured this out 30, 40 years ago when they invented what they called the continual campaign, the continuous campaign. And so, you know, before that, you know, you and I probably have to remember that these universities would hire, you know, couple score of, you know, field officers and run the campaign then fire everybody. And five years later they do the whole thing all over again. That’s a very inefficient way of raising money. And so they realized, oh, we can do this differently. And so that’s, you know, but you can do it even as a small organization.

[00:39:45.82] spk_0:
Yeah. Keep those relationships going rather than trying to renew them every five or seven years on your on your campaign cycle. Yeah. That seems antiquated. Alright.

[00:40:00.38] spk_1:
Yes,

[00:41:36.64] spk_0:
it was, Yeah. My early days. It’s time for Tony’s take two. Make it about your mission. Your work. That’s what you have in common with your supporters. Whether we’re talking about volunteers, donors, other types of supporters, they love your work. You do the work. The mission is what you have in common. So you know, as we’re approaching rapidly, the all important fourth quarter, keep the mission in mind as you’re crafting messages, whatever digital print the mission is what moves your supporters. That’s what they love about you. That’s what they give their money, their time to make it about your mission. It’s special to them. Sort of keep it special in your mind. Don’t let it become routine and mundane and, and un interesting to you or you think what’s interesting to you is not going to be interesting to other folks. Not so not so they love your mission. Your mission is what you have in common with those who are loving you who are supporting you. Make it about the mission. That is Tony’s take two. We’ve got boo koo, but loads more time for sustainable fundraising with larry johnson instead of doing just three of the 8, 3/8. Let’s, let’s talk about four of them. We have, we have a little more time left and then we’ll just tease, you know, all eight of them. But I would like to talk and you’ve, you’ve talked around this one and you’ve alluded to it. Number seven renew and refresh. You know, keeping a high renewal rate, high retention rate. Let’s, let’s just flush that one out as, as our, as our fourth one renew and refresh.

[00:43:27.63] spk_1:
Well, it’s, it’s said, it’s said in that order on purpose, your first goal is to renew the investors you currently have, that’s your first priority. And your second priority is to refresh your base because people die. People change their interest. People go into a different stage of life. I mean will go into bankruptcies or they lose their all sorts of reasons why people will stop giving to you and many, most of them legitimate reasons. You know, you haven’t necessarily quote pissed them off or anything. So that, so that renewing should be your number one priority with your donor pool. Unfortunately it’s not for most people. I can’t believe, I can’t tell you the number of development officers I’ve heard tell me, well, I’d like to renew more, but my executive just wants to get more new donors into the fold. And that just seems to be the, I mean, I’m like, I don’t understand where that comes from quite frankly. I mean, but I mean who am I to say? But anyway, renewing first And the, and there’s, you know, and renewing donors is actually easier now than it was when I was just in this business. And yet it seems that there’s more turning going on than it was when I was first in this business, I think there are a couple of things that are driving that first of demographics we’re dealing with, we’re dealing with younger generations in the boomers whose patience and attention levels, attention spans are quite a bit shorter and their reasons for giving are different. They’re much more impact driven than those in our age range.

[00:43:33.34] spk_0:
This is interesting. Larry, let me, let me let me stop here. Do we know that retention rates, which are, which are quite low, uh, around 20,

[00:43:43.98] spk_1:
pathetic

[00:43:45.38] spk_0:
Part. Yeah. Our retention rates lower than they were 20 years ago.

[00:43:56.38] spk_1:
I think they are. I mean, I would have to check the numbers, but in terms of my experience, excuse me, there seems to be less churn, have

[00:43:59.62] spk_0:
a drink, have a drink while I uh, say that Larry’s having a little sip of water from his yellow yellow water bottle. Very pretty.

[00:44:47.75] spk_1:
Uh, there’s, there’s, there seems to be more turn that may simply because there’s more younger donors. I mean, people send, there’s sort of this false calculus out there that millennials aren’t philanthropic. Well, they are, they’re a very high percent of them give, but they give it a different way than baby boomers do like you and I, but yes, the renewal rate is pathetic. And what I, the, the, the analogy I use is that, you know, I think the, I think, I think it’s like the the first year renewal rates always hovered in the high thirties 30% somewhere in there, the ones I’ve seen. But if you look at the consumer products, Uh, renewal rates, they’re 95 and 96%. So what I say to people is people are more loyal to their toothpaste and they are their charity. This

[00:44:57.24] spk_0:
is a very good example actually.

[00:45:06.18] spk_1:
Mean P and G. Has that figured out tony They got it figured out. So why is it if they can figure it out for something as mundane as toothpaste. Alright. Uh, why is it that nonprofits can’t employ there again? They’re selling the real thing. They’re not selling a pony thing. It’s real. It’s hard. You know, why is it? They can’t get there. Well, because they’re not investing the time and effort to make it happen. It’s just not on their radar screen. Um, that’s, that’s what I’ve seen. And maybe

[00:45:27.48] spk_0:
your advice around increasing retention.

[00:45:49.66] spk_1:
Well, it has to be an organizational mandate number one. We are going to set these goals and they’re gonna go up. I mean, there has to be the board executive. Okay, This is gonna happen. All right. We’re not happy with this. Okay. Number one, we’ve got to make a change and then you go back and you just deconstruct every single piece of what you’re doing and you look at, okay, Is this adding to or or or or taking away from the ability to renew

[00:45:55.38] spk_0:
looking at the donor journey?

[00:45:57.40] spk_1:
Yes, yeah, just

[00:46:10.66] spk_0:
listeners, we recently had um uh, I guess talking about the, the welcome journey, your email welcome journey just within the past month or six weeks or so, So you know, that’s welcoming brand new donors, you do that over the first week to 10 days, so that’s part of what you’re talking about. That’s

[00:46:19.99] spk_1:
just absolutely, that’s

[00:46:21.07] spk_0:
the initial phase of what you’re talking about, that. But the whole journey, let

[00:46:24.43] spk_1:
me give an example of the initial phase why it’s so very important. Um you maybe you’re, I know, I know you’re old enough, I don’t remember a woman with the name of Pearl Mesta.

[00:46:33.82] spk_0:
No

[00:46:35.29] spk_1:
esto was the heiress to the Mesta Machine fortune in Pittsburgh, and they’re the ones that produced a lot of the heavy artillery and guns during World War two.

[00:46:43.25] spk_0:
I went to school at Carnegie Mellon. Uh

[00:46:45.69] spk_1:
there you go. I

[00:46:46.82] spk_0:
knew, so I know. Andrew Carnegie Did you ever

[00:46:50.17] spk_1:
machine in Homestead? It’s still there.

[00:46:52.45] spk_0:
Okay, I know Homestead Homestead works used to be, it was a big Steeltown Homestead. Okay. Mr Works. Alright.

[00:47:33.73] spk_1:
So anyway, Pearl Mesta uh in the 90 the sixties, uh, you know, was the grand dame of Washington social life. Okay. Everybody wanted to be invited to one of Pearl’s parties. Okay, whether you’re Republican democrat, it didn’t, it was the place to be boy and if you don’t wanna pearls list, you’re at the top and everyone came and it was a very congenial group? Well at one point someone asked her pearl, you know, what is it that makes your party? So everyone just can’t wait to get there. And here’s what she said. It’s all about the hellos and the goodbyes.

[00:47:38.65] spk_0:
Mm think

[00:47:43.30] spk_1:
about that. You know how

[00:47:43.71] spk_0:
welcome you feel, coming, coming and going

[00:48:00.93] spk_1:
right, right. And and she saw that as her job when someone crossed her threshold who may not know more than two people in the whole room, okay to make them feel at home and welcome. And that takes

[00:48:02.66] spk_0:
purpose

[00:48:03.63] spk_1:
to welcome them. Call them by name and you know, take care of their coats or whatever it is that you need to do and then introduce them to someone

[00:48:11.00] spk_0:
introduced right and

[00:48:28.66] spk_1:
get them started and break the ice for them. That’s what she did. And then when it was time for someone to leave, she didn’t let them sneak out the front door, the side door. Oh, tony thank you so much for coming. I can’t wait till I can have you here in my home again. See the difference, but that’s the hostess is as an active role then, you know, she’s not over there huddled in the corner with all of her friends,

[00:48:37.18] spk_0:
you

[00:48:37.35] spk_1:
know, and and there’s the difference and I’ve seen this in awareness meetings when I was in universities where you got the administrators all hovered over in the corner talking to themselves. you know, what the hell is this about? Get out there and talk to these other people?

[00:50:10.31] spk_0:
Yeah, I hope. Yeah, I used to see that when we had in person meetings, you know, too many, too many development folks or even it doesn’t, they don’t, it’s not even just the fundraisers, it’s, you know, too many insiders talking to each other because they’re all comfortable with it instead of talking to the donors who they don’t know or maybe just, you know, casually. No, but you know, I’m breaking the ice with those folks and making them feel welcome. Yeah, I hate to see those clusters of employees. Again, not only fundraisers, you know, anybody for any, anybody doing program work, anybody representing the organization at a public event, you shouldn’t be huddled with your fellow employees, you should be out talking to the public, telling them what you do. You it may be mundane to you, but it’s not mundane to them. They, you know, quoting from glengarry glen ross. They don’t step foot on the lot. If they don’t want to pay. If they don’t want to buy, they don’t step foot on the lot. They’re not ready to buy from the, from the alec baldwin, you know, booming iconic speech folks don’t set foot on the lot if they’re not ready to buy, they haven’t come to spend time with your organization, if they don’t want to learn about it. So whether you’re a fundraiser or you’re not, if you don’t have an outward facing job, then, you know, if you don’t want to talk to the public, then don’t come to the event. This is, this is an awareness raising. You

[00:50:15.95] spk_1:
know, just

[00:50:28.82] spk_0:
come to the employee holiday party and then you can huddle with all your fellow employees, but coming to a public event, talk to the public, get away from the folks, you know very well because you work with them and, and get out talking to folks you don’t know, tell them about what you do

[00:50:33.01] spk_1:
when I Years ago.

[00:50:35.31] spk_0:
That was a bit of a,

[00:50:36.67] spk_1:
it was not

[00:50:37.38] spk_0:
sure. I’m sorry. But

[00:50:38.83] spk_1:
you shouldn’t be

[00:50:40.50] spk_0:
years

[00:50:41.34] spk_1:
ago when I was running the major,

[00:50:44.06] spk_0:
when

[00:51:09.56] spk_1:
I was running the good major program at Suny Buffalo. I was very, we were very much mindful of, you know, and this is politically incorrect today. But we were in the Chiefs and indians A’s okay. How many, how many people do we have? We gotta make sure we balance this thing out and, and I, and I made I made it very clear to, to fundraising staff that were there. You know, here’s your assignment. You are not here to suck up free food and booze. Thank you very much. That’s not your role here. In fact, if you get anything to eat or drink at all. That’s, that’s lucky on your part. Okay. That’s not what your

[00:51:15.30] spk_0:
extreme. I like to feed food, I like to see that folks are said and, and uh, you know, plus you can meet people over the buffet table. Oh

[00:51:24.62] spk_1:
yeah, I mean I, I said that, I mean I expect people to enjoy themselves. Uh and I, and I think it’s important that,

[00:51:30.78] spk_0:
but, but there’s a reason that you’re there.

[00:51:32.71] spk_1:
Yeah, you’re not there just to suck up free food. I

[00:51:35.88] spk_0:
used to go to these events with the name, list of pack,

[00:51:38.85] spk_1:
list

[00:51:39.22] spk_0:
of pockets. I’m getting too excited. I used to go to these events like this with a list of names in my pocket, on a piece of paper folded in half. So it would fit in my breast jacket pocket. And these are the folks that I want to talk to who said they’re coming and from time to time I would excuse myself, go in the hall, look at the

[00:51:57.37] spk_1:
list,

[00:52:18.29] spk_0:
check with the front, the registration desk to make sure that these, you know, I can’t find somebody. Did they come or that they didn’t come so I can’t talk to them. But I would check the list, go and talk to folks you should be going with and, and for some of these folks, you know, there were, there were reasons I wanted to talk to them. Some of them, it was just a refresh and renew. But some, you know, I had a specific agenda item to talk to them about. You know, these these events are not, you know, to your point, you’re lucky if you eat and drink, they’re not social, these are work events.

[00:52:29.27] spk_1:
That’s right. You’re not

[00:52:30.01] spk_0:
gonna be, you’re gonna be working in advancing relationships.

[00:52:32.61] spk_1:
You’re not, you’re not just schmoozing, You’re working.

[00:52:36.47] spk_0:
Uh,

[00:52:53.03] spk_1:
this is purposeful. Um, well, and I used to, and I used to have the officers that attended, I used to have them submit the names to me of all the people they have meaningful conversations with. You know, how did we cover the floor? You know, it was left out. Um, that was key cause this, this was a very, of course, if it’s a sit down event, it’s all about strategic seating. Of

[00:52:58.37] spk_0:
course, yes, Yes. Don’t put the employees together. Put the right donors with the right potential donors. Put the right staff with the right donors. Yes. Be very intentional. Very purposeful

[00:53:10.75] spk_1:
or donors who have personal differences. You don’t see them together.

[00:53:16.96] spk_0:
Yes. Um, if it’s not a sit down event or if it’s the cocktail hour, you see somebody standing alone or sitting alone, over in a chair or a sofa, go up and introduce yourself.

[00:53:25.67] spk_1:
Don’t

[00:53:34.44] spk_0:
let people sit by themselves alone and stand alone in the cocktail hour. You know, they’re looking for somebody to come up to them, do it again. If you don’t want to do that kind of work, then just go to the employer employee holiday party.

[00:53:40.85] spk_1:
You

[00:53:41.90] spk_0:
know, you might not have an outward facing job. but if you’re going to an outward facing event representing the organization, then you need to be outward facing and not huddled with your fellow employees.

[00:53:51.68] spk_1:
So

[00:53:52.67] spk_0:
going back

[00:54:24.09] spk_1:
to the premise here of renew, that should be the number one driver in terms of the donor pool focus on renewal and building that relationship over time. Uh, it’s, you know, you know, in terms of, you know, I’m an engineer, I’m a business guy, you know, I’m interested in return on investment. How much does it cost? You know, and it is a cost. It’s much less expensive in dollars and cents to maintain a relationship to get a very large gift than it is to constantly be trying to bring new people into the fold as you know, No,

[00:54:25.71] spk_0:
that’s donor acquisition costs a lot more than donor.

[00:54:28.83] spk_1:
Yeah, it’s so much more expensive

[00:54:32.09] spk_0:
multiples.

[00:55:10.77] spk_1:
And so then from a financial point of view, it’s makes sense. Everything, It just makes sense. But you, but you’re really working on this relationship over time and then you do have an acquisition program that, that drops people in at various levels when they come in, but that’s where the focus should be every and so people aren’t doing that. As I said, the first step is to go back and deconstruct the entire program and begin to rebuild it with renewal as the number one focus. And then, and of course that’s gonna really, um, give some executives heartburn because they’re so dependent on these small first time gifts to make, to make a budget, you know, which is, you know, that’s an exercise in futility. But it happens all the time because that will absolutely give them heartburn. But what’s gonna happen here? What’s gonna happen there? But

[00:55:20.51] spk_0:
over time you’ll have a more sustainable fundraising revenue when you retain your donors and grow them

[00:55:27.41] spk_1:
well, not only sustainable, but a lot more money. Pure and simple. And I would go so far as to suggest that you could probably do this in a way that it wouldn’t even affect your current income levels. I think you get enough replacement from your acquisition in your renewal’s

[00:56:22.00] spk_0:
maybe maybe. But even if you don’t, it’s still worth, it’s still worth investing in the long term retention or renewal and growth of your existing donors. All right. That was # seven renew and refresh. Alright, so Larry, give us the rundown. Uh, are you able to recite them? Okay. Okay. Okay. So we’re gonna go through the eight. We, we touched on 4/8. So we did half the other half are at the eight principles dot com. Larry, please just run down your, your eight principles of sustainable fundraising.

[01:00:11.58] spk_1:
The a principles are principal one donors are the drivers donors dr philanthropy, but they drive it with their dreams, not their money principle. To begin at the beginning, you need to be able to know your mission and be able to communicate it in a way and in language and in areas and places where your prospective investors will receive it and understand it. Clearly three leadership leads, Your leadership leads, sets the tone for everything else and they will lead. Everybody else will follow their lead, whatever whether that’s good or bad principle for learning plan. You need to first learn who would naturally support you because not everyone will even philanthropic people, Not everyone will and then construct a plan or a program. And how do you reach those people? Where are they? What do they read? What do they do? Who are their friends? All this sort of thing. Principle five. Work from the inside out. Begin with those people closest to you, both in terms of, of affinity and to your mission but also closeness to your organization. That’s why I’m a big believer in doing board campaigns, annual campaigns and doing employee campaigns because it’s you begin and you move out in concentric circles, it’s like building that network. Principle six divide and grow simply treat different donors differently And you’re constructing a pathway that over time will bring your donors closer to you emotionally. Principles seven renew and refresh. Your first focus should be to renew your current investors, the other people who have already voted with their money. You know, they’ve already told you, hey, we support you and oftentimes they’re ignored or simply given you know, whatever. Quick, quick Thank you and then Principal eight integrate, evaluate, integrate, invest, integrate and evaluate. I get that. Right. Okay. So you, you tricked me up. Okay. First of all you have to invest in your program. It costs money to raise money. But this is the role of the board to understand what these general guidelines are in terms of what it takes to raise money over what length of time, you know, how much of investment do we have to make for it begin to pay off over time? Um, integrate. Now this can be, this can be a problem with small organizations or large organizations. And integration is simply understanding that you need to make sure that you, as you communicate as you solicit as you focus on your donor constituency. It needs to come across as a uniform message to the receiver. And what I mean by that is in the case of a big university. You, we have all these different appeals and their college and their this and plan giving and major giving and all this sort of thing. And you know, if, if those things aren’t coordinated the effect on the donor, it, it’s like they’re coming at them. They don’t know, you know, and we’ve all had the horror stories of that sort of thing. Um, you know, one in particular was, I was running again this back at Sunni and a major gift officer called me up. They were in California and they said, I just had a very interesting experience. And I said, what’s that? He said when I was in there visiting the couple, the doorbell rang and it was a plan giving officer. Well in the university’s wisdom, you know, our two organizations were silo where you see the result that God and so and then on the other end of the spectrum, another kind of offender of this kind of thing are the independent schools where they are soliciting parents left and right for every little ding dong thing on the face of the earth and people get worn out with that really quickly. And so you know, when I worked with independent schools, I say, hey, we need to budget as much as this is possible and have a uniform appeal to these donors and organizations schools that have done that the donor satisfaction goes up and they raise a lot more money. Okay,

[01:00:26.41] spk_0:
that’s integrate. So invest, integrate and evaluate,

[01:00:38.64] spk_1:
evaluate. You know, how many times have I heard? What we’ve always done it that way. What do you mean? You’ve always done it that way. That’s prescription for death in most places. And so every year there ought to be an evaluation of the plan evaluation. How do we perform, what do we do well, what we do not do well, what do we need to change? What do we need to tweet? What

[01:00:48.80] spk_0:
are the important, what are the real meaningful metrics?

[01:00:55.09] spk_1:
That’s right. And then how do we make those better larry

[01:00:55.64] spk_0:
johnson. The Eight Principles, You find the principles at the Eight Principles dot com. His book is the Eight principles of sustainable fundraising. You’ll find larry on linkedin Larry, thank you very, very much for sharing.

[01:01:08.53] spk_1:
Oh, it’s my pleasure, tony This was a lot of fun,

[01:02:18.43] spk_0:
I’m glad. Thank you. Thank you very much for being with me. Next week planned giving with eastern donors. I learned a lot in this one. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com were sponsored by Turn to communications. Pr and content for nonprofits. Your story is their mission turned life into dot C. O. And by fourth dimension technologies i Tion for in a box, they’re affordable tech solution for nonprofits at tony-dot-M.A.-slash-Pursuant for d just like three D But as you know, they go one dimension deeper and they’ve got the free offer. Our creative producer is Claire Meyerhoff. The shows, social media is by Susan Chavez. Marc Silverman is our web guy. And this music is by scott Stein, thank you for that. Affirmation Scottie with me next week for nonprofit radio big non profit ideas for the other 95% go out and be great

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[00:01:34.94] spk_0:
Hello and welcome to Tony-Martignetti non profit radio big non profit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. This is show # 599. Oh, I’m glad you’re with me. I’d come down with blast. Oh my co sis if you infected me with the idea that you missed this week’s show Service design. Our 22 NTC coverage continues with Janice Chan Sharing her strategies for creating great programs, events and campaigns that offer value while balancing the needs of all your stakeholders. She’s from shift and scaffold On Tony’s take two my three lessons sounds like my three sons were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C O. And by 4th dimension Technologies IT Infra in a box. The affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper here is service design.

[00:01:39.34] spk_1:
Welcome to tony-martignetti

[00:01:56.34] spk_0:
Non profit radio coverage of 22 NTC 2022 nonprofit technology conference hosted by N 10. My guest now is Janice chan she’s director at shift and scaffold Janice Welcome back to non profit radio

[00:01:59.74] spk_1:
Thanks so much for having me. tony

[00:02:01.78] spk_0:
Absolutely you’re welcome these Ntc’s bring us Together this is your third, your third show,

[00:02:07.76] spk_1:
I think so. 3rd time’s the charm. Right?

[00:02:11.14] spk_0:
Well yes but it’ll be more charming from next year on

[00:02:16.24] spk_1:
you

[00:02:16.46] spk_0:
think you’re gonna go to the to the in person conference next year in Denver have you thought about that

[00:02:27.14] spk_1:
I haven’t thought too much about that because you know, planning a whole year out is uh you know, kind of beyond my brain,

[00:02:28.94] spk_0:
I

[00:02:31.68] spk_1:
hope to be able to attend.

[00:02:34.04] spk_0:
I think I’ll be there.

[00:02:35.29] spk_1:
Yeah, awesome, wonderful.

[00:02:48.64] spk_0:
Your workshop this year is service design better experiences for everyone. That’s uh that’s pretty broad. You’re, you’re promising a lot there, everybody’s gonna be satisfied with this.

[00:02:53.63] spk_1:
I am promising a lot and I

[00:02:57.66] spk_0:
nobody left out.

[00:07:30.84] spk_1:
I think that that is so to give a little bit of a back story um for the context in which I was approaching this session and why I brought it forward was so I was a nonprofit technologist for many, many years. And um you know, when I was in, I said to go to graduate school, I went to school and for information management, which is basically about understanding people’s information needs and how do we make information usable and accessible and useful to people. And that was when I learned about user experience and then service design. And so when I was learning about service design, I recognize a lot of things that I had done in my nonprofit work. Um and it was really, it really resonated. It also was like, how come I didn’t know about this sooner. I don’t know people talk about these methods and a lot of these frameworks I think are really beneficial for people who are working in social impact sector and so too as to why I think so, right? Service design kind of looks at design is just problem solving, which is what people of non profit sector do all the time. And service design looks at if you’re providing your service like an after school program managing donor relationships, running a volunteer program, that sort of thing. It looks at the end to end experience of like what’s the experience of that person who’s going through that program? Who’s a volunteer, who’s a donor, who’s even an employee perhaps. Right. And what are all the things that it takes to make that happen? So, you know, there’s things that the organization, the employees need to do on the back end. There’s systems and Crm s and like processes and resources that they need. Maybe there’s data that they’re collecting. And so it looks at all of these things all together. And for me, that felt very much like what people do in the social sector, right? Because you’re I don’t know, running, let’s say a volunteer program and you want to make sure that like the kids who are coming to summer camp are having a good time, right? Because that’s the point of the summer camp. But you want to make sure the volunteers are having a good time because you’re not you’re not paying them. And then you got to think through, okay, Like I need like supplies and I need to schedule people and I need transportation, right? You have to think through all those logistical things. You might have some data that you need to collect for the funders. There’s things that like organizationally your staff who’s like, you know, hey, we have a policy, we need to like run background checks and the volunteers before they can start all of those things. And so I think that services line offers a lot to helping us think about those, how to tackle those types of challenges. And also because we’re constantly balancing the needs of different stakeholder groups, right? We’ve got our community members, we’ve got our clients and our volunteers and our donors. And then like funders and whoever and we have our staff, right? Different staff have different needs. And so when we’re thinking about that, right? Sometimes like the power dynamics really balanced in this, in this sector that we work in. And so it can be easy just like default to whoever carries the most weight and whoever like has the biggest amount of influence. And I think that even though services is not inherently necessary, like focused on say equity. But I think that the frameworks lend themselves to, okay, if we look at this entire picture, we have to ask the question and it helps to start the conversation. We have to ask the question of like does it make sense for organization to run this program in this way. Right? Like we want the community members have a good experience. But also there’s things like our staff capacity, our resources, right? Like what does it actually take to deliver this program at the level that we’re wanting to to deliver it at and also that safe and you know, accessible inclusive, all of those things. Right. And then it gives us the ability to like have that conversation with the other people who are involved um and to kind of bring them into the room.

[00:07:34.14] spk_0:
So is this a framework for a methodology

[00:07:38.74] spk_1:
of

[00:07:48.04] spk_0:
evaluating existing programs? Uh and I know it applies either existing programs or to, you know, something new programs. But is it is it is there a methodology or is just a way of thinking or what is drilled down? Like what is

[00:07:55.84] spk_1:
what,

[00:07:58.04] spk_0:
what what is I understand it at a conceptual level. But how do you execute service design?

[00:08:09.84] spk_1:
Sure. So service design could be looked at as a discipline, right? Like graphic design is its own discipline. Um Computer engineering is

[00:08:13.03] spk_0:
right.

[00:08:27.84] spk_1:
It’s about the whole process. But I think that there are ways to incorporate the frameworks that we use in service design, the tools or methods that we use in service design and incorporate those into non profit work to kind of help just balance like all of those different things going on.

[00:09:57.94] spk_0:
It’s time for a break. Turn to communications media relations and thought leadership turn to has the media relationships to make you the thought leader and where they don’t have a relationship. They know how to start one and grow it for your benefit? Like for instance with the leading state or local news outlet in your area. So they may not know them now, but they can get to know them. And that means you get to know them. And that means you get your message out when you need to be heard. Like when there is something in the local news related to your work or the national news, you want to be heard. Media relations and thought leadership Turn to communications. Your story is their mission turn hyphen two dot c o Now back to service design. Suppose we’re evaluating, uh, in an existing program. Let’s take those folks, you know, all our folks, all our listeners have programs. They might be embarking on new programs, but everybody’s, everybody’s got got something going on now. So let’s let’s work with that little, that bigger population. We’ve got something going on now. Multiple programs, naturally lots of nonprofits. Um, how do you, how do we start to

[00:09:59.14] spk_1:
think about,

[00:10:00.07] spk_0:
uh, an evaluation process.

[00:13:05.24] spk_1:
Sure. So I think like the way that what we’re looking for and within, if you’re taking a service that approach to looking at an existing program and how we can improve it, write the things that you’re looking at are, I mean for every nonprofit, right? This is less a service design thing and more of a why we’re doing the work we do thing is is it helping us achieve the mission? Is it helping us like move the needles that we’re trying to move right? You always want to know whether it’s doing that. But then sort of like digging down into that further. You want to understand like, what’s the experience of somebody who’s going through and receiving this service? Right? Is that the experience that we want them to have? Like if you’re running like say a workforce training program, right? Like obviously for it to be valuable to the participant, they need to be able to, it needs to help them like find jobs or be more equipped to find, you know, change careers or whatever it is at the end of that program. But in going through that program, right? You probably your organization have some values like we want to be inclusive. We want people to feel like they matter and feel empowered. Right? And do people feel that way going through that program? So that’s kind of like the first, the top layer of it and then sort of like the bottom or sort of supporting layers of that are, you know, in order to make this valuable to the organization right? Valuable to the organization and the social sectors, You know, things like, is it helping us achieve our mission? And also does it make maybe like sense that we’re the ones doing this the way in which we’re doing it. Is it sustainable for us, given our capacity given how we’re structured and set up? You know, I think that’s an opportunity of course to like revisit some things and I think that can come out of a lot of service design work is I think the biggest thing is alignment and a lot of the times when people are frustrated with the process, whether they’re the person receiving the service or they’re the employees in the back end, that they’re like this is just like we can’t keep doing things like this, right? This is really frustrating, It’s taking way more time than it should. It seems like really tedious or we’re not being equipped or resourced to do the work that we’re actually trying to do. And I think a lot of those frustrations come out of misalignment, right? Maybe you started this program 10 years ago and back then, right? Like the way you set things that made sense at the time and it’s easy to let like many years go by and like things are so working, but we never really stand back and take a look at the whole picture to see like does this still make sense given that probably the context has changed, right. Other things have changed. And so what do we need to improve a realign or make sure is actually supporting the end outcomes that we’re working for?

[00:13:43.94] spk_0:
Alright, write these big picture questions are align when you talk about alignment? You mean, I I think alignment with mission alignment with the impacts that you want to create in the community. You know, does it like you said, does it make sense for us to be for us to be doing it and doing it in the way that we’re doing it? So, you know, so these big picture, but it is it’s important to step back and be introspective, be, be scrutinizing all the work that you’re doing because you don’t want to maybe it’s better done by another organization or better done vastly different than you’re doing it, or just a little bit different than you’re doing it.

[00:14:15.44] spk_1:
Yeah, it can be the little things too like we, you know, are sending these volunteers out and they’re not having a good time and, you know what? We have really inconsistent training for them, Right. And and that could be a thing that’s not a line. We want them to do things in a certain way and feel equipped to do things, but we’re not providing them the support that they need in order to actually do that. Um, so it can also be for incremental improvements as well.

[00:14:22.04] spk_0:
Your right eye. Thank you. There’s another level of alignment to just aside from alignment with mission and impact, but alignment within the

[00:14:28.99] spk_1:
program,

[00:14:36.64] spk_0:
you know, are we are we not reimbursing our volunteers sufficiently or are we asking them to do too much or too little? How do you start to get this feedback from all the different cohorts. You’ve got your service recipients, you’ve got your volunteers, you’ve got your staff potentially very likely. How do you start to get the honest feedback

[00:14:53.14] spk_1:
as

[00:14:53.45] spk_0:
you’re, as you’re trying to be introspective?

[00:16:00.54] spk_1:
Absolutely. And I think is very much a team sport, right? Like I cannot tell you the the frontline picture if I’m not the front line person, right? I can’t tell you what it looks like from that perspective or what would make my job easier. And so I think the really big thing is to a product like identify of course, like who are all the people who are involved, who are all the people who are impacted and people are impacted to varying involved to varying levels of course. Um, but just figure out like what are the questions that things that we need to understand from these people, like who do we need to get in touch with? And I think just honestly getting people to sort of participate in drawing the picture of what things look like now. So one of the core tools in service design is the service blueprints. And that’s sort of like just mapping out a diagram of like what are the all the little bits and pieces that make up the service and you know, what does that journey look like for somebody who’s like going through? Like maybe like we have a summer program, right? Someone who’s going through a summer program,

[00:16:06.54] spk_0:
it’s

[00:17:07.44] spk_1:
like journey mapping with extra layers right? With the entire back end of you know, here’s the workflow that the employees are doing here, the support processes here. The systems we use, maybe there’s a data level, it can be really kind of whatever makes sense for your organization. But I think the biggest part is like getting, you know, and you can get feedback in many ways. Um you know the research methods you would use in service design or similar to other research, you would use another discipline. So like interview surveys, um you could do a workshop so all of these things right, contribute to to making up this picture. But I think the really powerful part of getting people from these different stakeholder groups involved in creating that picture, is that then everybody sees the same picture and can have that conversation about, oh like I can see why there is a problem or like these things are just kind of disconnected and we didn’t plan for like how somebody would get from step A to step B um or like hey they have like no resources, we have no staff because like somebody left and we never like refilled that position or what have you. Um it allows people to see agree on the problems because they can all see them together.

[00:18:39.94] spk_0:
It’s time for a break, 4th dimension technologies, business continuity in case of emergency break glass then what as part of four D’s. I. T. Infra in a box. They’ll work with you to develop your incident response plan which includes who disseminates the tech info. How does I. T. Security change now? What hardware and software changes do we need? What changes I. T. Wise in the office and how about remotely business continuity is part of the I. T. Buffet so you can take it or leave it the same with security like multi factor authentication and they’re help desk and I. T. Audit and training and a technology plan for you. All these are part of their I. T. In. For in a box. Fourth dimension technologies. tony-dot-M.A.-slash-Pursuant four D. Just like three D. But they go one dimension deeper. Let’s return to service design

[00:18:43.94] spk_1:
then. How

[00:18:53.54] spk_0:
do you start to uh makes make change? I mean I imagine you have to have leadership buy into this to this process to this introspection.

[00:18:56.54] spk_1:
You know how do you

[00:18:58.04] spk_0:
studies if this is a substantial program, there’s a lot of moving parts.

[00:19:02.14] spk_1:
How do you

[00:19:04.94] spk_0:
start to tweak something and make sure it’s not

[00:19:05.85] spk_1:
gonna

[00:19:11.84] spk_0:
adversely impact something else or some other group of stakeholders that you didn’t anticipate. You know how do you start to tweak these changes.

[00:22:08.14] spk_1:
So I think the biggest part about the approach of service design is that you’re involving. So at least you know some representatives from each of these stakeholder groups you can tell you like. Yeah you can’t change that because of this other thing. It’s going to break or if you change that, right? Like we need to figure out how we can address this particular need or process or what have you. And so by doing that right? Like I can’t know everything. Like no one person can know every single thing about all the different components of a service or program, right? So it’s sort of like, let’s build up this brain trust so that we’re not missing those important things. But to your point, right? Like to even start that process you need but the culture that supports that, right? In terms of we’re open to input, we’re open to getting um feedback into taking it seriously and to to really thinking about like who is getting the most impacted by the service and any changes that we make and you know, of course leadership, right? In terms of depending a bit on like how your organization works. But in most organizations, right? If you don’t have buy in at some of those key levels or for like key people with it. Like, if you’re looking at a program and the program director doesn’t hasn’t bought isn’t on board yet, right? With doing this process, then, you know, that’s gonna be a hard thing to you have to address that first. But I think that like in using participatory methods and helping people just visualize like, here’s what’s going on, right? Like I know that you’re frustrated and you think it’s this one thing, but there are these five other things going on. And I think that offers the opportunity also to show people how it could be better because a lot of times, right? And I’m sure you’ve had this experience, many, many of us have of it’s frustrating, it’s annoying like this just feels like it’s not working. Why are we still doing it this way? But like nobody knows how to fix it, but you can’t begin to fix something if you can’t identify what is actually causing, like what is the actual root of why it’s so problematic. And so getting people to agree on that, right? That’s a point from which you can begin to brainstorm about what could be better. Or I feel like a lot of times when I do this work, people come out of the woodwork like, oh yeah, like I’ve been thinking for a long time, but this could be better and I had an idea but I didn’t know where to go with it, right? Or I didn’t think that people would be on board with changing it, or I was worried that if I made this change that it was going to have this ripple effect and I don’t I don’t know what that is, right? So some of it I think is also kind of empowering people to be, you know, sort of change agents within their organizations as well,

[00:22:16.84] spk_0:
Okay, um what else should we know about, about service design, whatever we talked about

[00:22:21.42] spk_1:
yet that, that

[00:22:22.63] spk_0:
you, you shared in your, in your session.

[00:23:55.04] spk_1:
So I think that like one of the, you know, I think this is a common, common challenge, right? And change projects, is that like a lot of times they can be so big, right? And seems so overwhelming and then like the time you get done with it, you’re like, is this what we wanted or have other things change and should we have changed things along the way? So I think in service design and many design disciplines apart, one of the things that you want to do is to keep iterating and to your point about like making making big changes and them having those having implications, right? Because you can ask all of the people get input from everybody involved and roll something out and there’s still something that you didn’t anticipate, right? Like there’s just, it’s just the way of life and technology and working. Um, but if you roll out parts of the time where you test that little parts of the time and then test and design testing is really just, I’m going to try a thing with real people and just see how it works out in the real world, not in this, like on the computer, it looks like this lovely flow chart of like how this is supposed to work, right? And then where the rubber hits the road is when you test it out with real people and then iterating your stress like okay, we tried it, that was draft one. We’re going to make some changes based on what we learned from that. And so it doesn’t have to be like this like massive pilot program kind of situation, right? Like you could tweak one small thing and just see how that works and then tweak the next small thing and see how that works.

[00:24:05.84] spk_0:
That’s probably a better approach. Anyway.

[00:24:08.34] spk_1:
You

[00:24:08.43] spk_0:
know, I was saying, you know, I was saying big overhaul changes, you know that that can be upsetting for everybody involved and you know, it might mean delays in delivering the program. You know, it

[00:24:20.72] spk_1:
seems like

[00:24:27.44] spk_0:
tweaks R and then iterating R r is a better way to, there’s a better way to go about,

[00:25:03.14] spk_1:
right? And and it’s different right? If you’re starting a new program right, you might take the big approach because you’re starting not really from like nothing is really from scratch, right? But there’s not an existing program that you need to keep operating at the same time when you’ve got something existing. I think incremental is a lot better. And you know, you can avoid things like, oh that completely just broke this other thing that, you know, when we made this change, right? You can go in and fix that and then adjust course as you need to and you know, because otherwise it’s like it’s just you can’t do all of the things that once there’s no like staples easy button

[00:25:15.44] spk_0:
Yeah right. And it becomes overwhelming and creates lack of inertia though. Um What were some of the questions that you

[00:25:17.84] spk_1:
got in

[00:25:18.13] spk_0:
the session?

[00:25:19.24] spk_1:
So I will admit I really jammed a lot of tent into my

[00:25:24.42] spk_0:
session.

[00:25:34.14] spk_1:
Um so I didn’t get a ton of questions but but I think one of the things that I would say when I try to explain what I do to other people, first of all people here design and they’re like graphic design, visual design, right? That’s like usually what pops into people’s heads, right? But so much of us do design every day.

[00:25:48.32] spk_0:
You’re stuck with me. I didn’t even, I didn’t even think along those lines and and as soon as you said it it helps us understand what what practices. So

[00:25:56.61] spk_1:
yeah, bring

[00:25:57.90] spk_0:
me along slowly. I’m trainable, trainable but take it in increments please.

[00:26:51.64] spk_1:
I appreciate it. So design is really just problem solving right? And it’s things that we do every day. It’s like if you move the dishrag to be closer to the sink because that works better and you’re dripping us on the floor right? Like you’re redesigning your space so that you have less dripping wet dishes on the floor right? You’re solving your problem for you. And so we do this every day research is you know, sounds like a big thing but it’s just information gathering, right? If I’m trying to pick new software. I probably like look up if they have any reviews. What are the features? Maybe I talked to somebody who’s using that product that their organization, right? That’s research. But we don’t necessarily research. Sounds big and academic and formal. I’m sorry. Were you gonna say something?

[00:27:00.34] spk_0:
Only that I was gonna riff on your example that now that you’ve moved the dishes closer to the sink, you’re getting less water on the floor, but your elbows are breaking the crystal.

[00:27:04.40] spk_1:
So perhaps perhaps so now you have to iterate, right?

[00:28:39.64] spk_0:
Didn’t anticipate that. Right? Alright. Maybe it belongs on the other side. Your less dominant side. That doesn’t move as much It’s time for Tony’s take two. As you know, As you heard this is my silver jubilee in planned giving. So I have a blog post To memorialize my three top lessons takeaways, whichever parlance you prefer. The lessons for the That used to be until they became takeaways several years ago. I’ve got the three of them. The top three and the first one is it’s all about relationships and relationships are much easier and hopefully they go much deeper then you might expect. So that’s my first thinking first take away from 25 years in planned giving the others and a little background but not too long. Let’s not get carried away. Let’s not get narcissistic But some background about my 25 years, my my initiation getting started in planned Giving that is all in this blog post, which is at planned giving accelerator dot com. And then you click blog. Thank Giving accelerator dot com. Quick blog. That is Tony’s take two. We’ve got boo koo but loads more time for service design. With Janice chan

[00:28:49.44] spk_1:
All

[00:28:49.60] spk_0:
Right, well you said you uh, you said you packed your session full and you’ve really been talking like 20 minutes or

[00:28:54.87] spk_1:
so, what

[00:28:55.92] spk_0:
what else are you not sharing with non profit radio listeners? Maybe a story maybe a case. Did you share a case?

[00:29:51.74] spk_1:
Sure. This this was so one of the things that I went through walked through in detail was um, so I talked a bit about research and I talked about different methods, one of which, you know, mapping and diagramming. Just like, let’s get on the same page, literally right. Like let’s, you know, take this intangible service of how we don’t know, provide meals to seniors and drop them off at their homes. And let’s put it on the paper so we can see like where things are misaligned. And so one of the core methods is the service blueprint, which I’ve mentioned. Um, but I took people through. It’s a little hard, I guess if it’s just audio, but I took people through, if you think about, have you ever been a new employee somewhere?

[00:30:01.14] spk_0:
uh not recently, not in the past 25 years, 23 years or so. But yes, I’ve been in the past. I was a new employee twice.

[00:30:07.04] spk_1:
So you’ve had the experience of like you start, you don’t know anything there.

[00:30:08.99] spk_0:
Where’s the bathroom

[00:30:09.99] spk_1:
need to do? Yeah. Where’s the

[00:30:11.29] spk_0:
bathroom, where

[00:30:12.61] spk_1:
mask

[00:30:13.38] spk_0:
use the copy

[00:30:14.23] spk_1:
machine. Exactly.

[00:30:16.64] spk_0:
What’s my code for the copy machine?

[00:31:41.04] spk_1:
So, you know, I took people through the experience because I was like, you know, I don’t know your your fundraisers if your program people of your executive directors, HR folks who knows. Right? And so this could work for all sorts of services. But we’ve all, I think most everybody has been an employee somewhere once. And so I took them through the example. And so service blueprint is like, if you think of a service, like a theater production, right? So you have on stage or the front stage is what the audience can see. And then backstage, right, there’s like people doing lighting, there’s people doing the music, there’s you know, directing whatever it is, costumes. And so the key part of this diagram is always thinking about what is front stage that other people can see and what’s backstage. And so I took people through these layers. There are there’s a physical evidence, right? So like if you’re a new employee, you have maybe you get an email, maybe you got a phone call from your like hiring manager, right? Like congratulations, We picked you like, here’s the offer letter, write the offer letter is its own piece of physical evidence, Its own sort of touch points is a term that we used to call it. And this could be other also things like if you, there’s a website to like enroll in your benefits, that sort of

[00:31:45.03] spk_0:
thing

[00:32:27.54] spk_1:
and sort of the next level or thinks that the as a new hire, right? Like I am enrolling in benefits. I am reading this email about what to do on my first day. You know, things like that on the other side of that are there was an employee internally who had to do something right? Like your manager had to send you that email about what to do on your first day or HR had to send you, here’s the link to the enrollment website for your benefits, things like that. There are also things that are sort of backstage, right? Like as a new hire, you’re like, oh great, I’ve got a new computer, it’s just there, right? You didn’t see somebody ordering that computer for

[00:32:29.99] spk_0:
you.

[00:33:37.74] spk_1:
So that’s also a thing that’s specific to you starting as a new employee, right? They didn’t need a computer if they weren’t hiring somebody. And so that’s specific to you. There are also support processes going on. So when you come right, you’re expecting, I will get paid every two weeks or whatever the period is that payroll processes a support process. So that goes on every two weeks like clockwork and as a new hire you would get folded into that of course you would be paid. But when you start doesn’t change that schedule, it doesn’t change how that process works. That process is just gonna run every two weeks, Right? And then there is a system. So maybe um for example there is an HR system, right? And that works together with with how payroll gets processed. So when you start, your information gets entered into the HR system as a new employee and that that feeds into payroll and and possibly other things. So kind of like that’s those are the layers of things. When I talk about the all of the layers that make up the end to end experience so that that service, it’s possible. Those are the kinds of the layers I’m talking about.

[00:33:52.99] spk_0:
These are all these are all included in the service blueprint.

[00:33:57.34] spk_1:
Exactly, exactly. And so there’s it I go through this in the slides which are in the collaborative notes and and people can certainly check those out and see that example.

[00:34:07.91] spk_0:
Where are those, where are those notes?

[00:37:40.33] spk_1:
Those notes if you attended? Um And D. C. They’re in socio under the session page, you know, So if you went to look up service design my service design session sort of you scroll towards the bottom underneath the description, there’s a link to the collaborative notes and I’ve got tons of resources in there too. Um I think another thing that I love to talk about if we’re good on time is making sure like there are a lot of ways in which I think in the past several years now, profit have gotten better about how do we incorporate our values into our day to day operations? Right. Like if we value inclusion, right, that’s not only about the program that we’re running externally in the community, but also like what does that mean in house? Right? Like how does that, what does that mean about how we treat our staff and treat each other? And so I think what the things that you’re doing in a design process, right? I think it’s always a friend and I were talking about this the other day, right? That there are a lot of accessibility resources for like accessibility outwards, right? But not maybe as many resources for accessibility in words for your staff. And so I think, you know, when you’re going through this design process, the point is, right, we’re not only thinking about whoever is receiving the service who may or may not be external to this organization, but also about what are the needs of the people who are actually like providing the service inside the organization. That could be things like training and and systems and equipment, right? But it could also be about what they need to be successful. And so some of the other things that I touched on um I didn’t have a chance to get in depth but included more resources on some of these topics. Um one of them was participatory design or co design. So there’s kind of like, there’s a spectrum of how much you involve people, right? There’s like, we’re not asking anybody, we’re just gonna create whatever we think is best. You know, there that’s sort of like the one end of the spectrum and the high end, right? You might even bring the community members on as sort of like project team members, right? You might compensate them for their time. They get to have a say in the decision making right? That’s like a really big in terms of shifting power, right? Having a say in the decision making is a really big piece of that, you know? And then they’re sort of like in between is we did some research, right? We got their input but maybe we didn’t, but we the internal people made all the decisions and then they’re sort of like somewhat more participatory, maybe they have even helped like co design pieces of it or gave us some ideas but they weren’t involved in the whole project or they didn’t really have a final say in the decision making right? These are different place points on that spectrum. And so, you know, there’s a lot of debate. There’s also like differences in how people label them as co design or participatory design. Um So some people are like, yeah, this is all just the same thing, right? The whole spectrum is the same thing, you know, and some people are like, no, these are very distinctive like points and we should be clear about them. Um, also talked about

[00:37:43.25] spk_0:
the finer points of arguments within the service design community,

[00:37:47.93] spk_1:
yeah. Within the design community,

[00:37:50.96] spk_0:
what’s

[00:37:51.39] spk_1:
co design, what’s

[00:37:52.43] spk_0:
participatory

[00:41:47.21] spk_1:
design? But I just say that so that when people are looking at the resources that they know that people will call it different things and that nobody agrees on what these are called. Um, so that’s not confusing. And I think the other things are around like in order to make things like accessible, right? Like that needs to be baked into the project from the beginning, both in parts of like how we’re going to think about the process, who involved in the process and it should be accessible both for participants, write your external audience, but also internally for the employees who are working, working at your organization. Um, and then the other thing I touched on was charming firm design. So trauma from designs kind of an emerging area of practice and it comes from trauma informed care and social work. So it’s sort of, I think people are beginning to recognize that, you know, obviously the organizations where you’re clearly working with people who have experienced trauma, right? Because you’re, I don’t know, maybe working with abuse survivors or veterans or things like that. But the, I think the point being is that there’s a lot more that goes on that’s unrecognized. And so sort of flipping the switch from assuming that people haven’t experienced trauma too, if we assume that people were working with most likely have experienced trauma, right? How do we design services or products or what have you, how do we provide care in a way that is going to take that into account and two sort of, you know, make make sure that we’re not re traumatizing people, make sure that we’re actually supporting and empowering those people. So that’s a lot around centers a lot around, you know, giving people choice, making sure that a space is safe for them both physically and emotionally, um, making sure that we’re doing what we can to sort of place the control back in their hands of people, you know, who’ve had that control taken away from them. And so a lot of those, those, um, a lot of that kind of comes out of things that work that has been done in social work, but I think it’s a really important thing to think about, especially for those of us in the, in the social impact sector, you know, and, and then I think the other big thing was like change management. So, you know, you talked about this right? Like how do you get people on board, how do you get the leadership on board? And I think that this is really lacking in a lot of service design resources because a lot of service deciders. So I wouldn’t say that service design is, is the most common in the United States, but I would say that probably most people who are working in service design in the United States, there are people who do this work in government. So the federal government in local and state governments, because you’re providing services to citizens, right? That’s a core part of what our government does, you know, and then there’s there’s some in like health care and and financial services and things that are kind of a little less simply web based um but it’s not super common and so the service designers who are working a lot of them are either at really large institutions or their external external agencies so they can design the thing, they can do the research, they can help involved and pull this design together, but then they’re usually handing off the implementation, but I’m going to guess for most of the listeners of non profit radio most attendees of ntC but that’s not the case, right? Like we are designing, you know, we’re improving the program and then we got to go implement

[00:41:53.06] spk_0:
it.

[00:42:46.00] spk_1:
Yeah, so really like building in that time for change management. So it’s like getting external feedback is not something your organization is used to doing right, Like that’s gonna be a change internally for how you and your colleagues are used to working, it might be a change for leadership, you might need to get by and for that. Um but also, you know, the the program itself, right? So there’s maybe a few people who are starting like starting something new, but a lot of us were trying to improve the existing programs and services and our existing operational functions and so there’s always that that change piece that you’re gonna have to build in that time for to just like let’s spend time on this, like let’s make sure that we have like people on board before we try to move forward. Otherwise, you know, as you pointed out, it’s not gonna be so successful

[00:42:52.00] spk_0:
Janice just to wrap up, explain that your company name shift in

[00:42:57.00] spk_1:
scaffold, what

[00:42:58.92] spk_0:
does that mean?

[00:44:15.09] spk_1:
Sure. So I like to think about a lot of the work that I do, but also a lot of the work that we do in the social impact sector general as sort of shifting the lens, shifting the narrative. Maybe we’re shifting power, maybe we’re shifting like who gets centered um in the decisions that are made and whose voices get heard and then scaffold so scaffolding in education and um so I also like used to be an instructional designer scaffolding in education is about when you’re teaching somebody something new, you want to make sure that you’re building on what they learned already, right? You’re building on their existing knowledge and then sort of you add a little bit of new stuff every time. And so I like to think of my work as partnering with people so that when I leave the engagement, right? So like, usually I work with people on a project basis or I do coaching. And so like after the end of our engagement, I don’t want people to be like, oh, like now we have to find somebody else to do that thing, right? I’m not you know, that’s not the point of the work I do. What I want to do is build people’s capacity to carry that forward themselves. So that’s why I named it shift and scaffold.

[00:44:24.29] spk_0:
All right, thank you, Janice, chan director shift in scaffold Janice, Thank you very much.

[00:44:26.29] spk_1:
Thanks so much for having me. tony It was great talking with you and uh I hope you are doing well and I’ll talk to you again later.

[00:44:37.79] spk_0:
Yeah, maybe next year’s in T. C. All right, thank you. Thanks for sharing Janice.

[00:44:39.36] spk_1:
Thank you. Take care.

[00:46:16.99] spk_0:
Next week. Woo! It is the 600th show, The 12th anniversary, the 12th Jubilee 600 Shows Next Week. That means my fabulous co host and our creative producer Claire Meyerhoff will be with me scott, Stein, you gotta have the live music, the live cheap red wine plus he’s gonna do a couple of other songs for us. Amy sample Ward, Gene Takagi, our sponsors are gonna chip in, It’s all on the 600th show next week. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C. O And by 4th dimension technologies I. T. And for in a box, the affordable tech solution for nonprofits. tony-dot-M.A.-slash-Pursuant for D Just like three D. But they go one dimension deeper. Our creative producer is Claire Meyerhoff. The shows, social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott style. Thank you for that. Affirmation scotty, you’re with me next week for nonprofit radio Big non profit ideas for the other 95% go out and be great.

Nonprofit Radio for January 31, 2022: The 40 Laws Of Nonprofit Impact

Derik Timmerman: The 40 Laws Of Nonprofit Impact

We can’t hit all of them, but that’s the title of Derik Timmerman’s book. He’s got advice like “give to gain,” “hire with ruthless selectivity,” “win while you’re sleeping,” and “eat last and get dirty.” We’ll talk about these and other ideas. Derik is the founder of Sparrow Nonprofit Solutions.

 

 

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[00:00:10.04] spk_0:
mm hmm. Hello and

[00:01:59.04] spk_1:
welcome to tony-martignetti non profit radio Big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast and I’m glad you’re with me. I’d get slapped with a diagnosis of paragon on my Asus if you infected me with the idea that you missed this week’s show The 40 laws of nonprofit impact, we can’t hit them all. But that’s the title of Derek Timmermans book. He’s got advice like give to gain higher with ruthless selectivity win while you’re sleeping and eat last and get dirty. We’ll talk about these and other ideas. His company is Sparrow nonprofit solutions On Tony’s take two 50% off planned giving accelerator ends next week. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot C o. It’s a pleasure to debut on nonprofit radio Derek Timmerman, he is founder of Sparrow nonprofit Solutions, a nationwide consulting firm helping nonprofits maximize their world changing impact. Before Sparrow he was a management consultant at Mckinsey and Company and the U. S. Army intelligence officer with two combat deployments to Iraq. The company is at Sparrow N. S. That’s Sparrow november. Sierra in military talk dot com. Sparrow N. S dot com. Derek Timmerman. Welcome to nonprofit radio

[00:02:01.69] spk_2:
tony it’s a pleasure to be with you. Thanks for having me.

[00:02:06.84] spk_1:
It’s my pleasure to have you. Thank you and thank you for your

[00:02:08.64] spk_2:
service. Thank you for that. I appreciate it. Absolutely.

[00:02:11.03] spk_1:
You’re one of our West point alumni as well

[00:02:14.58] spk_2:
that’s right that’s right Yeah so any navy fans out there? I’m sorry about that. But uh,

[00:02:22.44] spk_1:
Um, yeah, I’ve been there. I have a nephew who graduated there. I think he was 94. Okay, 90 for the year to score something. You have a little, a little jingle that goes with every year. I think he was like

[00:02:34.97] spk_2:
we do, Yeah. And an impressive that you know that, so mine is uh, pride and all we do 2002. We were actually the bicentennial class. So the thing was founded in 18 02. So they called us the golden Children all the way through that because it was celebrated that we were the 2/100 anniversary class of, of West Point. So Pride and all we do. 02.

[00:03:05.14] spk_1:
Okay, outstanding. And you just made me realize my, my nephew is much younger than that. So it ended with a four, I would say 94. It was probably 2,004,000. So what I was wearing, he’s, he’s much younger than you and

[00:03:10.74] spk_2:
me, which, which means, which means he might have been there when I was there and I as a, as a senior or junior, I might have given him a hard time. So apologies if he’s listening and if, if I, if I made him do push ups or something, I don’t know.

[00:03:27.94] spk_1:
All right. We’ll shout him out. Jacob, Jacob Weber. Okay. Yeah. No, I, I, and I witnessed, what are the, uh, I witnessed some of the the rehearsals for a day a day is the very first day right acceptance or a day. Is that the very first day that the new cadets, the first year

[00:04:04.34] spk_2:
cadets register now? You’re really stretching my the other day reception day. That’s what it is. Yeah, blocked it out. It’s a memory that you know, honestly tony It’s a difficult thing to dredge up my friends. So yeah, but our day reception day that was a significant emotional event for sure. Okay.

[00:04:05.72] spk_1:
And so from the, from Mckinsey and the and the and the United States Army, why sparrow nonprofit services Sparrows to me seems so frail. Uh they don’t have long life spans. Why why set me straight? Why is it sparrow nonprofit

[00:05:15.04] spk_2:
service? Yeah, I think it’s a great question. I love this question. Uh, so I I’m a person of faith. My faith commitments are very, very important to me. And there is a biblical passage. Uh, that goes something like uh you are worth more than many sparrows kind of talking about the fact that um our creator sees everything every part of his creation including you know the smallest tiniest sparrow and we as people are worth more than many sparrows. So I wanted to give nonprofit leaders sort of that sense uh in all the work that I do uh that they’re seen their valued, they’re not alone and they have worth because it’s as your listeners, I’m sure know who our nonprofit leaders, it can be, it can be a lonely thing. So that’s why the name Sparrow is to bake that into the heart of everything that we are into.

[00:05:21.04] spk_1:
Alright, thanks. And they are our listeners. Derek, please our listeners. And and I cited the company were incorrectly Sparrow nonprofit solutions.

[00:05:30.39] spk_2:
It’s not

[00:05:31.41] spk_1:
mere services, services, any Schmo can provide services. Sparrow. Sparrow provides solutions. So,

[00:05:39.34] spk_2:
alright, let’s let’s talk about

[00:06:02.84] spk_1:
The book. The 40 laws of nonprofit impact. I’ve got, I’ve got a bunch that I would like to talk about, but I don’t know. I’m feeling generous. I’m feeling a little anarchic today. So I’m gonna, and listeners will know that this is outside what’s what’s typical. I’m gonna throw it to you first. You you pick a you pick a law, You have 40 laws? Yes. The 40 laws were broken down into different categories. You you pick a favorite law of yours. What’s the one you like to talk about

[00:08:54.54] spk_2:
first. Oh my goodness. You’re asking me to pick one of my favorite Children. And this is, this is difficult, but okay, then forget it. I’ll go for it. I I got, I got one. Um, so the one that I find raises the most eyebrows with nonprofit leaders that I speak with and maybe provokes the most reflection and thought on their part. So that’s fun when, when I can have that impact is law number to define the win. Um, really what that’s all about is uh, gently challenging nonprofit leaders to identify what is the fundamental unit of impact for their non profit organization. So a lot of words there, but let me, let me sort of share a simple example if, if I was on my high school football team, I’m not a big guy. So there was a time when I wanted to gain weight to be on the football team, If that was my goal to gain weight, the fundamental unit of impact would be what? £1? A single pound. Right? So that’s the number of units I’m trying to replicate and grow in my nonprofit, um, similar, you know, if, if I’m at this stage in my life and I might have one or two lbs to lose the fundamental unit of impact would be losing a pound. So that’s, that’s kind of the idea is that within your nonprofit, what is that unit? That is the thing that defines the win. So it’s, it’s incredible to me how many nonprofits go through their day to day operations not knowing that or having a vague sense of a general mission without having that unit of impact firmly in mind. But once they select it, They’re able to say a vision that they want to cast for the next 3-5 years. So let’s say that you and I Tony I’m in Denver and Love Nature trails. Let’s say that you and I together wanted to found a nonprofit to preserve public nature trails in the Denver area. The unit of impact would be one mile of nature trail that we keep clean, pristine, uh, keep it, you know, preserved. Um, from week to week we go out on the trail and that’s the mile that we, that we preserve. Um, well, let’s say we get a bunch of volunteers to help us, uh, and set a goal of five years from now. We want to have 1000 pristine clean public nature trails in the Denver area that are cleaned. Uh, that’s our pile of units of impact that we want to have. We just cast a vision for our nonprofit that we can gear the whole organization to the board, the staff, the volunteers, everybody has that vision of 1000 miles of public nature trail there, Derek, I’m a

[00:08:57.70] spk_1:
Little, I’m concerned you’re already backpedaling because the book posits 2500

[00:09:02.27] spk_2:
miles. I know

[00:09:04.03] spk_1:
this hypothetical nature nature trail preserves, preservation, nonprofit. Now you’re now you’re, you’re back down to only 1000. What happened to 2500 goal?

[00:09:13.03] spk_2:
Well, so that’s, I’m in Denver now in the book, it’s in north and south Carolina. So there’s more trails in the whole two states to work with. But yeah, I think around Denver there’s 1000. But yeah, thank you for catching me on that though. You’re, I can tell you’re a close reader. I read the book. I read that and I appreciate it. That’s all

[00:09:33.19] spk_1:
right. We’ll stick with 1000 will be modest. It’s, it’s the start of 1000 miles in the first year

[00:09:41.54] spk_2:
deal deal. Yeah, but that’s, that’s what I throw out is, is defining a win and challenging nonprofit leaders to really define that fundamental unit of impact and what’s the pile of units that they want to achieve in 3-5 years.

[00:10:25.84] spk_1:
And that leads beautifully. The one that I would like to talk about, which is the law number three, which is, who already know who you are when you’re winning. Which to me sounds, I mean it’s, it’s, uh, well, not to me, it sounds like, but it’s your, you say it, it’s, it’s, it’s the values. What do you, what does, what does your, what does your organization stand for? Uh, you know, at the core, aside from what it wants to do, what does it stand for And you know, this stuff off the top of that, you know, you don’t need to refer to your encyclopedia of the 40 laws. You know, this, I’m not gonna, I’m not gonna stump you, I’m not out to stump you and uh, you wrote a book, come on.

[00:13:26.74] spk_2:
You know, I’m 100% with you. And um, what I, what I don’t say clearly in the book, but what it is worth mentioning here is these first four chapters, these first four laws or what I call the four questions and whenever I work with nonprofits kind of in a consultative basis, um, I love to kind of have this be one of the early conversations I have with them. And it’s a little bit of a different way of getting at the sort of age old in some ways tired and boring mission vision values strategy that we always hear about. I mean I came into my work with nonprofits wanting to sort of breathe some life some new life into those four things because it’s, it is, it’s easy to kind of have our sort of eyes roll back and just kind of get that glassy eyed look when the old mission vision values strategy conversation comes up. But the four questions that I throw out there are, why do you exist? What is winning? Who are you when you’re winning And how do you win? And that’s answering those. It gets to the right destination in a bit of a different way. In a way that involves people and results in an answer frankly that that’s different than just having the, the normal way that you might go about finding out what your mission vision values strategy are. The third question. Who are you when you’re winning is actually a way to get out the values of your organization and asking it in a who based way. It really unlocks some interesting thinking when I work with nonprofits. Um, one workshop that I love to do is actually Having six sticky flip charts posted around the wall of a room and asking the nonprofit to write down Name three men and three women in your organization could be volunteers, could be founders, could be staff write their name at the top of each one of the flip charts. So you’ve got these six flip charts around the room. Uh, Susan’s name goes on the top of one, jerry’s name goes to the top of the second and on around the room. And then everybody who’s participating in the workshop goes around the room with a flip chart marker and writes down everything they can name about the attributes of those people. What is it about them that makes them such an incredible embodiment of the nonprofit and by the end of the exercise, everyone’s crying. Everyone’s excited. Everyone’s thrilled about how great this organization is. But what’s what’s truly amazing is what what each of those words represents is a clue as to the values of the organization. Those words are who the organization is when it’s winning. And from those you can distill out what are the 5-7 Values of the organization? Having looked at the people of the organization 1st And then developing a check question for each, for each person to ask in a first person away for a moment to moment. AM I living out each one of these 5-7 values.

[00:13:47.34] spk_1:
I love this idea. That idea of starting with the people that embody the organization then what is it about those people? And then you find the commonalities across those. You said you do it with six. Uh, that’s, uh, that’s, that’s great insight.

[00:14:19.14] spk_2:
I like that. And it really, I mean it’s, it’s something I stumbled upon while working at a church, uh, some time ago. And what’s, what’s really neat about it is it avoids the trap of values that so many nonprofits fall into that, you know, they, they think about what’s gonna look good on a plaque or what’s gonna look good in the lobby or what’s gonna impress donors. What you’re actually doing is working from the bottom up and what you’re actually doing and who you actually are as an organization when you’re at your best and make and letting, letting the people doing the work as you say, um, speak to you about what the values really are.

[00:14:25.54] spk_1:
Now can those six people be in the room like, so can I go to my own flip chart and vote for myself and say charming, brilliant, funny. You know, can I vote for myself? My own my own flip chart

[00:14:37.84] spk_2:
only. You tony would ask a question like that. Of course. Yeah. Maybe we’d limited to three words on your own chart, but why not? Yeah, absolutely.

[00:14:48.64] spk_1:
And I can I can suggest adjectives for others to put onto my charger?

[00:14:53.09] spk_2:
Yes. Yes. Not happy about the adjectives that others use. but, but yes, it’s, it’s honesty. As long as honesty is in the room totally. Fair game.

[00:16:42.44] spk_1:
Okay. Yeah. But I’d like to lobby for my flip chart to be the longest and most effusive. It’s time for a break. Turn to communications. You’re 2022 communications plan lots of projects in there. Lots of writing. Which of those writing projects can you outsource to free up staff time to devote to the work that can’t be outsourced? Is your communications team too small for all they have to produce. Do they seem overworked and under resourced pity, pity their communications team. You can get them help. Turn to communications. Your story is their mission turn hyphen two dot c o. Now back to the 40 laws of nonprofit impact. You just have to get the book because we can’t talk about all 40 laws of nonprofit impacts. Not possible. We’re gonna skip around a little bit. So I’d like to talk about, you’re, you’re number six law give to gain, which reminds me of a, of a networking organization that I was in. In fact one of your, it’s either your footnote or one of your resources at the end of that law cites the is a book. I think I think it’s a resource you give by the, the founder of the organization. I was in Ivan Ivan Misner. Uh, the organization is business network international bien. I, I used to be in a B and I chapter in new york city. So, and he and the the uh, I guess so I suppose tagline of the organization was givers gain.

[00:17:19.24] spk_2:
I, I too am a B and I member. So I’m with you there and I am, I am even now, yeah, I’m a member of Gosh, it’s got to be one of the largest chapters in the U. S. Its 82 members. Can you imagine 82 members and a B and I chapter? Um, but for, for our listeners, um, I would say that that be and I is, is just incredible for nonprofits and they might have a deal these days about joining for free. So, uh, we can, that’s another topic. Another conversation. But yeah,

[00:17:54.34] spk_1:
just to just to put a little finer point on it if you have B. N. I. Business network and network, not networking. This network international if you have B and I chapters in your town. Uh, there is a uh, even though I’m not no longer remember, but I’ve been asked for by a couple of chapters who know me. Uh, each chapter is allowed one free nonprofit seat in its chapter. So you don’t have to pay the annual membership to join a B and I chapter. And it could be a very good resource. I, I found it very good for my business derek. You obviously find it good for your business, otherwise you wouldn’t be a member

[00:18:34.84] spk_2:
Of 100%. And the reason I recommend it to nonprofits is imagine 32 in my case, 80 individuals in your local area from all different professions, each with their own networks being a permanent week over week advocate for your nonprofit and your mission. Um, it’s almost like a ready made Salesforce marketing force, um, for, for your cause and for those nonprofits that I know that have been in B and I for three plus years, all of their volunteers, many of their donors, those who actually helped run their galas and events. A lot of that energy comes from from their B and I chapter so strongly recommended you

[00:18:52.24] spk_1:
Just did the purpose and overview portion of a weekly meeting at B&I was a member for 13 years in New York City. The only reason I left is because I moved to North Carolina. That’s the only reason. All right. So let’s talk about giving the game and, and, and I hope you’ll weave in vulnerability and

[00:21:23.54] spk_2:
generosity please. Absolutely. Yeah. So giving to gain is this idea that, um, if you, if you end up taking the approach with your non profit, not just to your beneficiaries, I think we all would say that with our nonprofit missions, we’re here to give to, you know, those who are the recipients of whatever our mission is. If we’re out to eradicate human trafficking. Um, you know, we’re are beneficiaries were giving to society by making sure that survivors are able to be restored. And uh, and that that those who are our victims are able to be pulled out. You know, of course, we’re giving to the beneficiaries of our organizations. It’s a little bit of a reach though, and maybe a bit of a new concept to think about giving to our board members, to our staff, to our volunteers, uh, to our prospective donors, to our existing donors. Everyone we interact with, um, in our organization. Um, we have the ability to do one of three things with them to either entertain, educate or empower. And those three things we can do with with every single person that we touch day in and day out. Whether it’s an email, a phone call, face to face interaction, giving needs to be the passion of every non profit leader. Um, and you mentioned vulnerability and generosity. Those are two of the main main components of how you can be a giver, vulnerability. Certainly in terms of, you know, approaching interactions in a way that, uh, that shows that you’re human. Um, I think authenticity is probably one of the most overblown, overused words. And, you know, there’s a dark side to authenticity in terms of, you know, just being a burden on everyone you come in contact with and and that’s not what we mean by vulnerability. What we mean really, actually is, is just showing that you have flaws, uh, that you’re someone who’s prone to mistakes, admitting those mistakes, showing your words and and letting the other person know that you’re human. Um, generosity. Uh, and really curiosity goes along with this as well. Is is training yourself to seek out ways to give, to look forward. You know, what is it that this person sitting across from me needs the most. I’m looking at you right now on zoom tony and I said I could see you could use some wall hangings. You know the walls behind you looking a little bare. So maybe I’ll send you something to hang on the wall here at some point. Just kidding. But

[00:21:42.54] spk_1:
I have my, I have my high, high hi tech art deco. Well not art deco, but uh, postmodern Hewlett Packard printer.

[00:21:49.68] spk_2:
It is, yeah, that, that is a, that is a nice printer back there. But, but hey, maybe maybe we could use a little bit more more on the wall. But you know what in every interaction. So there you go. Yeah.

[00:22:07.64] spk_1:
You recognize, I just tipped my camera, my screen up So that Derek could see, do you recognize that comic character?

[00:22:09.03] spk_2:
Uh, it’s a, what’s his sad, sad sam or sad. That’s beetle, that’s beetle bailey, beetle bailey. Okay, that’s assigned assigned original. Whoa.

[00:22:28.94] spk_1:
From, from mort walker. The uh, so well I’m, I’ve date myself all the time. I’m 60 years old. So I remember beetle Bailey in the comics, United States army

[00:23:15.54] spk_2:
was I know I noticed that beetle bailey. So here we go guys, this for our listeners. We, we can see here, I have a clue now of something that might be of value to tony in the future. Right. Just by looking at as well, taking a little interest, having a little curiosity. I, there may come a time here in the next month or two where here comes in the mail, a little cartoon for uh, for Tony to hang on his wall. Um, that can remind him of spare non profit solutions and keep him encouraged as he goes throughout his day. Just giving to gain, that’s the kind of thing we’re talking about is having just that little bit more curiosity than is common being that rare person who looks for ways to give and then the law of reciprocity pick kicks in where that person is. Uh, just naturally it’s the psychology of human nature is going to look for ways to give back

[00:24:04.04] spk_1:
somewhere in the book. You, you reckon you recommend. Uh, I think it’s two people a day, do something special for two people a day. And also try to uh think about how you can give something small to the people that you do interact with each day like you’re describing. You know, you don’t, you don’t need to send me any comics or I won’t reject it if you do. But, but uh, so you just, you, you got to get the book. You gotta get the book for the full breadth of the, the wisdom and the ideas. Um, and yeah, vulnerability. I, you know, too many people think vulnerability is a, is a sign of weakness. I think it’s a sign of confidence and strength that you’re, you’re confident and strong enough to to share your real self again without wearing your heart on your sleeves as you suggested, you know, and burdening people, but without not going that far. But vulnerability, I think is a sign of confidence and strength.

[00:24:24.84] spk_2:
It is, and it’s the, it’s, it taps into to the power of humor. I mean, I think one of the least mentioned and most underrated characteristics of leadership and impact for that matter is humor. Um, if you can make fun of yourself at the beginning of any talk that you give or fundraising conversation or uh, podcast that you joined, um, humor is uh, is one of the most disarming endearing things that you can do as a fundraiser and as a nonprofit leader. So vulnerability is a big part of that.

[00:25:16.94] spk_1:
I think I, I appreciate what you said about humor. Thank you. Um, I’ll leave it there. Said I believe. Well said, um, let’s talk about assembling if we could put these couple together assembling your dream team and running with achievers of character. You like the, the dream team to be uh productive. You talk about productive passion.

[00:26:16.04] spk_2:
Yes, absolutely. It’s from the very introduction. When I start to talk about talent. Uh and talent is one of the, He kind of red threads that kind of runs throughout all 40 laws of nonprofit impacts. Um, if I could wave a magic wand and wish anything on the nonprofit world today be different than the way it is. It’s that every nonprofit leader would become talent obsessed and I don’t use that word lightly. Uh you know, I one of the wonderful things about nonprofit leaders is what big hearts they have, not just for the causes that they serve, but but also for the people that are around them. Uh the flip side of that big hearted coin though is that we can unfortunately tolerate around us. Uh those whose talent profile may not be the best that would actually contribute to the advancement of our mission.

[00:26:22.10] spk_1:
Good enough. You know, you caution against making hires that are good enough,

[00:28:17.04] spk_2:
good enough hires. You got it. Yeah, I know it. When I, when I use the term talent obsessed, it is going uh more than 10 deep through a talent pool. When you put something out on indeed you see uh somebody on paper who looks like they’re good, they get in an interview, They answer some questions well and suddenly there in the nonprofit, well what you just did in in letting that person in the door without, you know, going deeper into the talent pool and doing your due diligence and giving that person a trial run of actually doing the work before they get the offer letter. Um, all of these things will greatly enhance not just your non profit in the near term, but they’re gonna impact the trajectory of your nonprofit organization way over the long term. So all the way back to your question about assembling your dream team is you’re always keeping an eye out for those people in your midst. Whether it’s just a volunteer who comes in to help with something, you see them approach their work of, you know, putting folding up the papers, putting them in the envelope, stamping them, sending them out. You’re watching. And there’s something that caught your eye while they were doing that work. The spirit that they brought to the work. The fact the way they’re interacting with the rest of your staff and the other volunteers. Just the vibe that they have their confidence. Um, you’re, you’re keeping an eye out for those kinds of talent, rock stars. And when you see that you actually make an effort to start to draw them into your dream team. This could be the case with prospective board members with major donors. Anything that might touch your nonprofit, you’re always trying to keep an eye out for who is going to be that inner circle that joins you to take this work into the future. Um,

[00:28:27.14] spk_1:
derek you when you were talking about and, and that may apply for volunteers as well. Maybe maybe moving someone from volunteer to volunteer leadership.

[00:28:31.84] spk_2:
It absolutely does

[00:28:36.17] spk_1:
clears the, what do you say the productive, those were productive passion

[00:28:42.14] spk_2:
mentioned

[00:28:44.16] spk_1:
10, 10 deep in an, in an interview process. What did you mean by that?

[00:29:56.84] spk_2:
So I I think we, we nonprofit leaders can have a tendency busy as they are to give up a little bit too early or to, uh, to settle, you know, for someone who is, you know, looks good on paper and you know, let’s give them a try in the role and start paying them. And the thought is, we can always go back on that decision. Well, No, it’s, it’s not easy to uh, change someone’s life to give them a job and they get into the role and then suddenly there’s an inertia into the thing where it, it is difficult to go back on that decision. Why not take an extra month or two and go 30 deep or 50 deep into the indeed pool something I I did recently with a higher inspire nonprofit solution was that was actually create a google sheet that has multiple tabs that actually gave them real work to do that they would be doing if they came into the role in my organization. That’s before the interview. Even so I haven’t even talked to this person yet. I see the indeed resume and they’re getting a link from me to a customized google sheet for them to go through and do the actual work that they would be doing within sparrow then and only then when they’ve completed the sheet and I’ve seen that they have the grit and the intelligence and the mental equipment and uh, the, the ingenuity

[00:30:07.14] spk_1:
also the commitment,

[00:30:08.87] spk_2:
the commitment

[00:30:09.72] spk_1:
you’re asking for, you’re asking for a time commitment before you’ve even interviewed them.

[00:30:36.94] spk_2:
I can’t tell you Tony how many, I can’t tell you Tony how many people I thought were rock stars that I sent this google sheets and they never even got a third of the way through the thing. And that told me good thing. I didn’t waste my time, you know, interviewing speaking with them. You wouldn’t believe how many nonprofit leaders don’t do. This is so yeah, this this easy step of just having them do the work. And yeah, this is part of being talent obsessed. And I commend it to every nonprofit leader

[00:30:50.24] spk_1:
and you’re standing by that. Even in today’s labor constrained market where a lot of people have left. Uh, it’s harder to, it’s harder to find people. You’re, you stand by the talent obsession. Even in the current labor market,

[00:31:05.14] spk_2:
I stand by it even more so I stand by it even more. So yeah, it’s no higher is better than a bad hire and whether that’s, that takes two months or six months. Um, you get the right people into your organization. This goes for board seats by the way. Um, even more so, But yes, you take the time that you need to get the right person in the role, especially in this talent constrained environment.

[00:33:03.24] spk_1:
It’s time for tony steak too. How long has planned giving been on your to do list? I can help you get it off The 50% off planned giving accelerator. It’ll never be cheaper. It’s never, never going to be less than this. 50% off. It ends next week February 7th. You can join the february class. The class runs for six months. Your commitment is an hour a week for six months and we will launch your planned giving program together. You get 50% off. There are still some slots left. A generous donor has agreed to pay half the tuition for 10 nonprofits and there are still spots left. If you’d like to get yours, you can send me an email, tony at tony-martignetti dot com. If you want info on planned giving accelerator, that’s at planned giving accelerator dot com. Let me know you want to get planned giving off your to do list. It’s never going to be easier. I’m putting it right in your lap. I hope you’ll be with me. That is tony steak too. We’ve got boo koo but loads more time for the 40 laws of nonprofit impact with Derek Timmerman that that makes me think of your Law # 11, which is higher with ruthless selectivity.

[00:34:27.24] spk_2:
That’s it. Yeah. And that’s, that’s kind of the thesis of the last, you know, five ish minutes of what we’ve been discussing, um, hire your staff with ruthless selectivity. Absolutely. But that goes for, uh, for the board as well. Um, uh, it’s, it’s a regrettable feature of the nonprofit landscape these days that so many board members are brought in, um, on kind of what you’re doing us a favor type thing is please please please join our board and we desperately need, you know, people with your skills. Um, oh, you’re an accountant. Oh, we need a treasurer for our board. Please join. Um, it’s not gonna be that much of a commitment. Oh man. It drives me crazy. tony It’s got to go. The other direction is, Yeah, this is, this isn’t, this is an 18, this is a varsity team. Um, we’re not sure if you’re going to be right for the board. I like that you have an accounting background. That is something that we could use, but that means nothing to us. Uh, if if you’re not willing to put in eight hours a month of time and energy and effort and have a purple passion for, for this nonprofit’s mission. So we’ll see. Um, but, but we, we hope it works out. But, but let’s do the dance and see where this goes to see if you might be, might have what it takes to join our board. That makes all the difference.

[00:34:33.54] spk_1:
You highly value personal referrals to folks, folks that are already close to the organization recommending,

[00:35:14.24] spk_2:
Oh yeah. And I’m enthralled by these examples like Zappos who have come out and said we’re not going to do job descriptions anymore. How cool is that to say that we’re not going to go the traditional route of just putting out job descriptions. Uh, and job postings out on the internet for all to see. We know what we need and we have great people. So we’re gonna trust those people to, to spread the word about the roles that we need and, and get those people into into a situation where they can interview with us, where they can go through some scenarios to see how they do kind of in the work itself. And yeah, we’re just gonna do this by word of mouth. That’s a, it’s a cool model and it’s working for him

[00:35:40.94] spk_1:
interesting. I am not aware of that, but I could see the value. It’s um, alright, it’s groundbreaking. Good. Yeah. I like, I like people who, uh, think outside, you know, just think differently. I don’t like outside the box, but just think just think differently and, and, and try it. You know, if they don’t end up getting enough applicants to their jobs, then then they can find another way they can pivot and, and think of something else that’s, that’s not just a typical job description on, on a job board

[00:36:32.73] spk_2:
and yeah. And I know that there’s probably listeners right now thinking I’m a I’m a tiny nonprofit. It’s just me, right, It’s I’m the executive director and that’s it. So derek, I get it. But where do I even begin with this? And I would say to the, to that person, just as a way of encouragement, uh it’s gonna take a lot of effort to get those 1st 123 rock stars aligned with you. But take comfort that it gets easier, the more that you build this dream team, the easier it gets to just add that incremental next person. So put in the effort, put in the work as slow as it feels to find that one that 1st, 2nd, 3rd dream team member and you’re gonna watch it get easier as time goes on.

[00:36:51.33] spk_1:
You also have advice about firing fast, letting people go when it’s not working out, Don’t, don’t invest more, cut your losses. Move on.

[00:37:32.33] spk_2:
Yeah. This is something I learned from my Mackenzie days, honestly from my working with Fortune 500 companies. When we would do these Mackenzie surveys of C. E. O. S and C suite leaders about the biggest regret that they have in their professional life. It was moving too slowly on poor performers, uh letting that extra six months or a year or two years or more go by. Uh just hoping that things would change and feeling like, you know, putting too much stock in what professional development could achieve. I do believe strongly that that people can improve and change. But there there is a base level of capacity uh to continuously improve. And if if you don’t notice that that is their uh the best thing that you can do for your organization and your mission is to act quickly on poor hiring decisions.

[00:38:12.22] spk_1:
I think a lot of C. E. O. S. Consider that an admission and an embarrassing admission of of a mistake. If I if I fire the person too quickly then it’s obvious that I shouldn’t have hired them in the first place. And now I’m admitting that I’ve made a mistake but that goes back to vulnerability, you know checking your ego at the door uh and just being confident enough to admit that you did make a mistake.

[00:39:24.92] spk_2:
It’s the gambler’s it’s it’s it’s the age old gambler thing. I was in Vegas once. I know that surprises you Tony, I know that you don’t think of me maybe as a Vegas guy, but I’m sitting at the roulette table. There you go. Yeah I’m sitting at the roulette table and uh this guy next to me has a confident look on his face and he put some money down on on red and he loses. Uh and he puts double that amount on red and I can I can see where this story’s going, I’ve seen this movie before, I feel bad for him but he puts double on red and he loses again and with each time that he puts money on red, he doubles it and he keeps getting this worse and worse, more concerned look on his face To the point where he’s lost six times and I can tell by the look on the guy’s face, he’s about to put his kids a big chunk of his kid’s college fund on red. It’s just, yeah, it’s awful. But this is what we do when it comes to bad hires all the time and I would just say walk away from the table and, and, and, and go do something else.

[00:39:31.72] spk_1:
Do you have advice to? And uh Law # 14 About using freelancers when, when, while you’re sleeping?

[00:42:02.00] spk_2:
Yeah man, it’s, it’s so exciting to be in uh, an entrepreneurial role like spare nonprofit solutions for nonprofit leaders that are small or mid sized to be in these roles. I mean Even more so than 10 or 15 years ago, we have platforms available to us today to access uh incredibly talented, fluent English speakers in the Philippines in India, you know, any country, even in the us who are willing to do incredible work for organizations while we sleep. These are called freelancers and the the two platforms, I’ll give three actually the three platforms I use most when it comes to freelancers are fiber Up work and 99 designs And imagine in 99 designs case you need a logo, you need a a new label design for something, you need a poster or a one pager. You can go in 99 designs and start a contest and have freelancers from all over the world designers who are incredibly talented competing to win your contest. So it could be $99 it could be 1 99. But rather than go out and going out and hiring a design firm, you can have this contest where freelancers are actually competing to win, you’re giving them feedback. So they’re actually doing revisions right there. So all of these folks are working for you and then by the end of it you’ve got an incredible product that you can, that you can then take into your nonprofit work. I’ve used this in list building all the time right now as well as you and I are speaking tony I’ve got three freelancers around the world building, uh, lists with email addresses, phone numbers, prospects. Um, and, and I know that here in a day or two, I’ll be able to look at those and use those for my, my marketing efforts. That’s what I mean by b have always have something happening while you’re sleeping. Um, These freelancers could be doing great things for you for $5 an hour, maybe less. Um, and you can even pay them for the actual project itself. I do 25 cents a row for my excel spreadsheet for my google sheets that I have them fill out for, for leads. So I don’t know. I’m not sure if your listeners could, could use 25 cents a road to have a fundraising sheet to growing while you’re doing other things. But, but I found it’s, it’s incredibly helpful to my work.

[00:42:14.70] spk_1:
And what are the three sites that you use again? Five? Er, I know I’ve used that one. So Fiverr is one

[00:42:20.74] spk_2:
Driver with two Rs. So if you are are up work is the 2nd and 99 designs is the third for anything visual or involving design, 99 designs is incredible.

[00:42:50.90] spk_1:
Let’s talk about some, uh, some of your laws that are intrinsic to, to the, to the person, like unleashing your unique strengths and and avoiding that. Focus on

[00:45:07.49] spk_2:
weaknesses. Sure, yeah, this is this is so near and dear to my heart that I wasn’t Mackenzie for six years and the second three years was doing a people strategy on Mackenzie itself. So it was actually, we did it. We launched an engagement not to serve an external client, but to say we’re going to sharpen the saw within this consulting firm. So we’re gonna do a strategy on how to be the preeminent place for the world’s most incredible talent and one of the main work streams that we ended up coming up with. Um and this is all research based, is making Mackenzie a strengths based organization and I took that to heart so much that I’ve taken it everywhere. I’ve gone to work with nonprofits as well. Because the thesis is this is that all of us came up in elementary school, middle school, high school and college with this grading system and the best you can get on most assignments is what 100, right? Yeah, that’s that’s the best score you can get. And uh That was the top thing that, that we could achieve. And anything less than that was points were deducted. You lose two points here, five points. They’re 10 points there if it’s late, that’s -10 or 20 or something. But, but that’s how we learned. What success is is not making mistakes. So here we are dumped into adult life and we’ve got this paradigm of, that’s that’s what success is. So we feel like job to job, task to task our goal is to what eradicate as many mistakes from our work as we can, is get rid of the weaknesses. Well, come to find out that the research shows that you can really only take a weakness From a, you know, a negative 10 to maybe a negative four. It’s never gonna stop being a weakness when it comes to being intrinsically, you know, who you are, the essence of who you are. Um, I will never be a really great gregarious, um, the person who can work a room, you know, that you

[00:45:08.04] spk_1:
say you say in the book a few times, that you’re an

[00:46:11.48] spk_2:
introvert, introvert? Absolutely, 100%. But um so I’m only gonna do so much to mitigate that weakness. If I if I spent all my time trying to to play the extroverts game, I would never be able to leave the impact on the world that I otherwise would if I had focused on my strengths. Because the research, same research also shows that you can take a plus 10 with the same effort or much easier than you took the negative 10 to a negative four. You can take a plus 10 to a plus 40 in terms of your strengths. So what am I going to focus on as far as leaving my impact on the world? I’m a pretty good writer. So rather than focus on going into all of these networking events and working a room, I still need to show up, I still need to do that. Um and but if I have a certain amount of poker chips to put on a certain place, I’m gonna put those poker chips on my strengths and make sure that weaknesses aren’t holding me back, but focus most of my time on my strengths and bring people around me that have strengths in areas that I have weaknesses.

[00:46:21.48] spk_1:
The man claims he’s not a gambler, but now that’s the second uh that’s the second gambling metaphor. We’ve been through the roulette table, we’ve been to the poker table, I don’t know, maybe you’ll be upped the stakes, will go to baccarat, We’ll see, we’ll see where we

[00:46:33.27] spk_2:
go. Something tells me you’d be pretty dangerous in Vegas. tony may be dangerous

[00:47:08.38] spk_1:
to myself, Dangerous to my future and my retirement. Yeah, that that’s the danger. The house, the house has nothing to worry about. Yeah, that’s another one that’s individual. Um Mhm. Mhm. Eat last, eat last and get dirty. And this is a little controversial. This is talking about thinking differently. Uh This is not a not a mainstream uh Strategy Law Law number 19, but let’s talk about it, Eat last and get dirty.

[00:50:19.26] spk_2:
Yeah, something I do in the book is kind of chunk up each of these laws into sort of themed groups. And this one is in the laws of leadership. And it was I benefited although I didn’t appreciate it at the time. I benefitted while at West Point um being the recipient of an unending parade of speakers that would come before us. Uh It was Robinson Auditorium and we would go down as a class or as a whole school, only 4000 cadets in the whole of West Point. Um and we would gather in these auditoriums and once or twice a week, incredible leadership speakers from around the world would come and share their wisdom and a commonality that we’d find over and over again is this leadership attributes of selflessness of being the last to eat the last to leave the last to benefit when your soldiers. Uh in the context of West Point training, they come first soldiers first leaders last. And that finds a way of seeping into your soul after enough of those talks. Uh, and you get out and in the two combat tours, I was in Iraq. Uh that was something that you know, that I took to every unit that I lead is this idea that you know, they eat first, they get to use the phone first to call home, they get to use the computer first to send the email. And this leadership attribute is something that really endears those who serve alongside you. Uh they really come to to follow you into anything if they know that that’s the leadership um approach that you take. So in the nonprofit world, what what does that look like? Uh it really looks like, you know, being the leader who puts staff volunteers board the mission first. And it’s radical to see when you see it. It’s incredibly rare, as you say. Um, in the book, I think I used the example of from one of my favorite books by Stephen Press field of King Leonidas in Gates of Fire. Uh if if I could only recommend one leadership book and I give away cases of the thing. Um it’s it’s this book, Gates of Fire and there’s a critical moment when everyone is squabbling around what to do about this wall, there’s a debate where do we put it? How high do we make it? What materials do we use? And the old king just begins to pick up one block at a time and set it on top of the other and everyone looks on and says what what what is he doing? Well, he’s just beginning to to build the wall. He doesn’t say a word. He just leads by example and starts to do it and suddenly everyone had a shame says what what are we waiting for? Let’s go. And everyone starts to build it alongside him and there he is. Even to the end, long after others have have tired out. He’s still they’re still building. So that that to me is the image of leadership that I try to carry with me. Don’t I wouldn’t say I’m always successful but that’s the ideal.

[00:51:14.86] spk_1:
You do say people will follow a strong and sacrificial figure who leads by example will find a point on it. Um but then you know it goes far. You know, you talk about work martyrdom and that’s why I said this one is certainly I think is is controversial, controversial polemic. Um you martyrdom. Mm hmm. Not not taking vacation. You know you you open that law. I think with a description of what most people would say is someone overcommitted. Uh maybe even obsequious to their to their supervisor. Uh show it feels they have to be the first one in the office and the last one every day etcetera and then you you you encapsulated as as work martyrdom. But then you you praise that.

[00:53:43.85] spk_2:
Yeah, so this is hopefully where I don’t lose, lose you and certainly not our listeners. Absolute. Yeah, no, this is one of the more controversial parts of 40 laws. Um I’ve noticed a trend recently uh just in uh as you know, a lot of the well intentioned writings and books around mental health in the workplace um have tried, you know, for for a long, long time to get people to recognize that, you know, it’s necessary to be a whole person and a lot of that is is very useful and well meaning. But as in all things I believe the pendulum can swing too far in one or the other direction. And it’s my humble opinion that the pendulum may have swung a little bit too far in the direction of uh trying to build a padded room around the workplace of there is a little bit of a manby pamby uh vibe to a lot of what’s coming out these days when it comes to work is don’t don’t work too too hard now and you need to make sure that you have the proper balance in place. And you know, again, all well intentioned, but what it’s done is is ignore the story after story that I put in the book. Every chapter begins with a key leader, the real story of a nonprofit leader who um if they had taken that advice would not have achieved near what they did in their lives, uh with the impact that they did, um to include some of the foremost figures like dr martin Luther King, Jr who was flying around all over the place during the height of his ministry to achieve what he did. Uh did he back off? Did he take it easy? Did he embrace a work life balance? Um I would say maybe not according to, you know what we’re hearing from a lot of folks these days. So work martyrdom is the term that I give to, you know, the the extreme pendulum swing that says, you know, don’t don’t don’t work too hard, take it easy. Well, I would say that in order to achieve the, the impact on the world that many of these non profit missions would hope to achieve. Yeah, it’s gonna take, it’s gonna take a radical level of work ethic in order to achieve that. A work ethic that would look crazy uh, to maybe some of the folks who are writing these books. So again, I hope I didn’t lose you or too many folks with with that little screen, but that’s where I land

[00:55:06.94] spk_1:
invited it. Uh, I well, we’ll leave it there. Let let folks decide what what what what what the balance is, what’s appropriate. Let’s wrap up with one another one. I’m so such a generous spirit today. I don’t know why it’s uh it’s upsetting me that, uh, not at all, but let’s wrap up with one that you’d like to talk about that we haven’t talked about yet. Um, yeah, you could, you could you pick a law that we, we if if if you need a little guidance, like we didn’t talk about anything related to laws of engagement or laws of operating. Um, we didn’t talk about laws of diversity. And the only reason I left that out intentionally is because I anticipate a lot of conversations coming up Around diversity from the nonprofit technology conference where I’m gonna be interviewing 25 or 30 of their speakers that’s coming up in March. And I know we’re gonna have a lot of guests talking about diversity. So that’s why that’s why I didn’t leave. That’s why I deliberately left out your, You’re four laws on diversity, but you want to please.

[00:56:53.33] spk_2:
Well, there’s, there’s one, there’s one within the laws of diversity that that is not going to touch on the nose to what you’re going to be talking about, you know, in later podcasts and in the conference. So if if I may be so bold that the one that I think is Is a way to end on a high note as well is celebrate. And elevate law 18 celebrate and elevate. And it it’s, uh, it touches on diversity, but it’s, it’s broader than that. Um, you know, we’ve talked about lots of things that, you know, uh, nonprofits can improve on. But I’d like to end on a high note just by saying that your nonprofit, whoever you are, whatever you’re doing, uh there’s things that are happening every single day that are worth celebrating. So I would I would say that, you know, the best gift you can give your non profit is a great board of directors. The next best gift a close second is a culture of celebration within the walls of your nonprofit. There are many things that are happening all the time that are worth celebrating. If your emails are loaded with celebration, if you’re if you catch your staff or volunteers doing things well and make a huge deal of it and are lavish in your praise of them. Uh and celebrating them. If you’re starting out each of your staff meetings with a celebratory moment of something that’s that’s going great in your organization. Um that’s what I would say is if you can give your nonprofit a culture of celebration where you’re constantly catching things going well, giving voice to them, being vocal about them and recognize them recognizing those things in silly, exciting ways. Uh maybe even to the point of literally having a bell in your nonprofit workspace where you’re ringing the bell all day long. Uh that is the kind of nonprofit, I love, I’d love to be involved in, and I’m sure you would as well. So that’s what I would say is is find ways to, to develop a culture of celebration within your nonprofit

[00:57:25.53] spk_1:
Derek Timmerman, D E R I K. Founder of Sparrow Nonprofit solutions. The book is the 40 laws of nonprofit impact. Derek, thank you so much. What a

[00:57:27.15] spk_2:
pleasure. It’s been a pleasure. Thank you tony

[00:58:08.33] spk_1:
next week, influencing young America to act with Derrick Feldmann. You see how the show is planned out to all the, how all the derricks come together. This this does not just happen, this is this is takes production skill. I can’t even begin to explain that the time that goes into uh coordinating the derricks to be together. If you missed any part of this week’s show, I beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. Our creative producer is

[00:58:35.13] spk_0:
Claire Meyerhoff shows social media is by Susan Chavez. Marc Silverman is our web guy. And this music is by scott stein, thank you for that. Affirmation scotty be with me next week for nonprofit radio big nonprofit ideas for the The other 95% go out and be great

Nonprofit Radio for December 6, 2021: Purpose Driven Marketing

My Guest:

Stu Swineford: Purpose Driven Marketing

Stu Swineford reveals the principles and pillars of purpose driven marketing that will keep your donors engaged and wanting to support your mission. He’s co-author of the ebook, “Mission Uncomfortable.”

 

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Every nonprofit struggles with these issues. Big nonprofits hire experts. The other 95% listen to Tony Martignetti Nonprofit Radio. Trusted experts and leading thinkers join me each week to tackle the tough issues. If you have big dreams but a small budget, you have a home at Tony Martignetti Nonprofit Radio.
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[00:01:45.54] spk_1:
Yeah. Hello and welcome to tony-martignetti non profit radio big nonprofit ideas for the other 95%. I’m your aptly named host of your favorite abdominal podcast. Oh, I’m glad you’re with me. I’d be stricken with scabs if you invested me with the idea that you missed this week’s show purpose driven marketing stew. Swinford reveals the principles and pillars of purpose driven marketing that will keep your donors engaged and wanting to support your mission. He’s co author of the book, Mission uncomfortable On Tony’s take two planned giving accelerator were sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o here is purpose driven marketing. Yeah, it’s my pleasure to welcome for his first time on nonprofit radio stew Swinford. He is a mountain fellow, cinephile and co founder of Relish Studio, a digital marketing firm that creates conversion focused marketing solutions for nonprofits with Aaron Rixon, he’s co author of the book mission uncomfortable how nonprofits can embrace purpose driven marketing to survive and thrive. He and the company are at relish studio and relish studio dot com. Welcome to nonprofit radios

[00:01:46.65] spk_0:
to well thank you so much for having me on today. tony

[00:02:00.34] spk_1:
pleasure pleasure. Uh we got to take care of the most obvious things first before we get to your book and purpose driven marketing. You’re a mountain fella. So I mean you live in the mountains.

[00:02:17.74] spk_0:
I do. We live up here at about 9000 ft up kind of west of Denver Netherland is kind of the closest biggest town. Um, but live in a little cabin that was built in the 40s here in the woods with my wife and our are slew of pets, which hopefully will not interrupt us today.

[00:02:22.78] spk_1:
That’s okay. We’re very family friendly on a

[00:02:25.12] spk_0:
nice family embracing,

[00:02:28.94] spk_1:
not just family friendly family embracing. So 9000 ft. So you’re so you’re one of those people who follows the uh the high altitude directions on baking?

[00:02:38.34] spk_0:
Absolutely, yeah. Okay. And those are actually mostly geared for Denver, which is about 50 400 ft. So we have to make even more adjustments usually when we’re doing things up here.

[00:02:50.44] spk_1:
And do you need special cars or special equipment on your cars to drive at that altitude?

[00:03:11.34] spk_0:
No, not really. Not really. Everything’s electronically controlled at this point, so you don’t, you don’t have to make too many adjustments. I think an older car or older motorcycles for sure you have to reach it um in order to perform well at higher altitudes, but older ones. Okay. Yeah. Are you

[00:03:17.25] spk_1:
skiing there in the mountain?

[00:03:31.84] spk_0:
Well, not currently. Uh we we don’t have, we got a little bit of snow last week, but it’s mostly gone. Um I believe a basin actually opened last week. So they are skiing up a little higher than we are located. Um And El Dora, which is the local ski area is threatening to open here toward the end of the month, but we’ll we’ll see what happens. It’s been a little bit warm.

[00:03:42.24] spk_1:
Okay, this is uh we’re recording in mid october

[00:03:46.52] spk_0:
Yes, yes. Okay. Okay.

[00:03:48.66] spk_1:
Are you a cross country skier?

[00:04:06.64] spk_0:
I do I know a Nordic ski and backcountry ski. I don’t go to the resorts all that much anymore. I used to be a big resort guy and um I used to ski about 80 days a year. Um and I I would say last year I probably got 20 or 25 days a but it was mostly back country skiing.

[00:04:09.84] spk_1:
Okay. And cinephile. Yeah, I have a favorite director genre.

[00:04:30.54] spk_0:
Well I love the Coen Brothers, they’re probably my favorite directors. Um And I used to write for film threat and I was I was a critic for a short period of time. Um And I just love watching movies and uh that’s something that I enjoy.

[00:04:32.24] spk_1:
Yeah, wonderful. You have a favorite Coen Brothers movie? That’s hard. That’s hard. It’s tough. Maybe asking you a question that I couldn’t answer

[00:05:06.74] spk_0:
myself many of their films um have something to be enjoyed. I would say my go to favorite when people ask is Miller’s Crossing, which was one of their earlier films um starring Gabriel Byrne. And uh it’s just a you know, it’s it’s a it’s a fun little movie but you know, I’ve watched the Big Lebowski. I don’t know how many times and um you know they have a great uh collection and selection of movies for people

[00:05:46.94] spk_1:
o Brother where art thou Burn after reading these are some these are something but Miller’s Crossing that with Gabriel Byrne. I’ve I’ve seen that a few times that I think I might have that one in my collection. I’m pretty discerning about which movies actually purchase physical copies of so that I can watch them when I want to, streaming services decide that they want to have them bond for six months. And I think Miller’s Crossing is in there because that that’s uh it’s an early one but he’s uh he’s a he’s a it’s an interesting gangster um gangster profile

[00:05:48.37] spk_0:
I suppose. Yeah, it’s kind of a gangster movie set in the prohibition era. Um It just has great, great dialogue and uh and it’s you know, it’s not for the whole family for sure, but but it’s definitely a good one if people haven’t checked that one out,

[00:06:03.74] spk_1:
Hudsucker proxy

[00:06:04.70] spk_0:
to great name

[00:06:08.24] spk_1:
that often. But paul newman

[00:06:10.64] spk_0:
uh tim Robbins, tim Robbins. Exactly.

[00:06:29.14] spk_1:
Yeah. The circle, it’s a circle for kids. It’s for kids, you know, circle, you know kids so alright, so coen brothers fans, you will get that, you’ll get that reference if not you can watch the Hudsucker proxy and uh and you’ll get it all right. Um So purpose driven marketing, why don’t we just define this thing. What is this first?

[00:08:35.64] spk_0:
Well purpose driven marketing in our minds is here it relishes um is really marketing that has a goal in mind. And then also we really try to work with purpose focused leaders who have something bigger than just making money in mind for their organization. So whether they’re a 1% for the planet partner or a nonprofit or a B corp um, those are the kinds of people that we really like to work with and, and uh, you know, I sort of, I guess I grew into this over the years, uh, At relish. We started in 2008 and in about 2013, my business partner and I started thinking, Wow, you know, we’re, we have this opportunity as entrepreneurs and business owners to, to really create something different than just uh, an organization or a business that that is here to make money. We can actually kind of mold this in, in our own fashion. And so we started looking for ways to create some giving back here at relish and that was when we joined 1% of the Planet Colorado Outdoor business alliance organizations like that, that colorado non profit association that enabled us to, to start to kind of codify or, or formalize are giving back as well as, you know, really meet and um, and be able to serve those people who are doing a lot more in the world than just, you know, funding, uh, the owners next vacation home or yacht or something like that. Um, in terms of, of conversion focus. However, you know, that’s another piece of the purpose component um, is really making sure that people’s marketing is aligned with a goal and that we’re helping them achieve that goal. So it’s, it’s just a thoughtful way of approaching the whole marketing space um where it becomes, you know, something that you’re investing in. Um it’s not just an expense, it’s something that’s actually creating a return on that investment. Mhm.

[00:08:41.24] spk_1:
And you, you focus a lot on building relationships through purpose driven marketing. How, just as an overview, we’re going to get to that, we’re gonna get to your four pillars, but how do you see purpose driven marketing contributing to relationship building?

[00:10:11.74] spk_0:
Well, we look at marketing is really, that’s all marketing is, is building relationships and really, instead of attempting to sell all the time, um, we see marketing that works as as an opportunity to create a relationship, to build a connection as opposed to just trying to sell something. Um You know, usually in in any kind of transactional relationship, um you have to get to know the person trust like them. Um and then move on to kind of being able to try and, and by and then hopefully people move into the kind of this repeat and refer proportion of their, of their life cycle. Um But ultimately, at the end of the day, it’s all about creating this atmosphere where people, um not only know who you are, but but really get to like you and to trust you in order to uh take that next step, which is to try and to buy your services or your, you know, your organization’s um, uh, benefits that they’re bringing, that you’re bringing to the, to the marketplace and to the nonprofit space in particular. Um, and so that’s that’s kind of how we see marketing is is just really creating opportunities to build upon um interactions and create a really strong, solid relationship with people.

[00:10:27.84] spk_1:
And you take time to, hey, make sure people are not thinking of marketing as a pejorative, you know, that it’s that it’s I don’t know that you use the way, I don’t think you use the word sales. E but you know, you uh you’re you’re making sure people are, are looking at marketing the way you and Aaron are, and not the way, you know, an amazon looks at looks at marketing.

[00:10:44.44] spk_0:
Well, it’s interesting even in the amazon space, but the short answer is yes. But even in the amazon space, they’re trying to create opportunities for um for relationship building. So there is there are some

[00:10:56.86] spk_1:
lessons to be learned from

[00:12:06.84] spk_0:
the Yeah. And that’s how we just kind of see marketing. So whether that’s selling a widget where you have to convince somebody that this is a durable, um, you know, tool that will solve whatever problem it is that they’re trying to solve. Um, you’re you’re always trying to build a relationship there. You’re always trying to create an opportunity for somebody to get to, to know that company, um, understand why they’re doing things and uh, I believe that that this transaction is going to result in a positive, um, outcome. And, and whether that’s a long term kind of approach where you are trying to convince a donor to give, you know, thousands and thousands of dollars to your organization or a very short term relationship where you’re just trying to convince somebody to, I don’t know, buy a soda because they’re thirsty. Um, you know, it is all about creating that, uh, ability and opportunity to, um, for, for people to start to know like, and trust you in that in that connect and um, and convert face of the, of the scenario.

[00:12:33.14] spk_1:
Yeah. Know like, and trust Trust is when you can build trust with folks and uh, then, uh, there are so much more likely to open your, open your messages, uh, follow your calls to action, you know, when there’s trust with the brand and the work, that’s uh, that’s a pinnacle in a relationship.

[00:13:00.84] spk_0:
Yeah. And ultimately relationships are built through interactions over some period of time. And so whether those interactions are, you know, commercials that are aired, um, or emails that are sent and uh, questions that are answered. Um, or even, you know, social media outreach and uh, back and forth when you can create when you can create that interaction, when you can create that, that back and forth, that then solidifies and builds and strengthens strengthens that relationship. And so those are the kinds of things that we help our clients and partners facilitate through marketing.

[00:13:21.94] spk_1:
It’s interesting the back and forth, not just the one way, you know, messages going from us to those, we’re trying to build trust with

[00:13:27.91] spk_0:
a little more

[00:13:29.10] spk_1:
about how it’s how it’s two way communication, not not one way.

[00:15:02.54] spk_0:
Yeah, so that’s actually one of the things we see people, one of the bigger mistakes people make in the social media space is that they use social media as kind of a soap box where they get on and they present their, you know, whatever whatever it is of the day, whether it’s a sales pitch or even a an item of value, but they fail to try to build those relationships. Um and you know, social media is at its core a social component which requires back and forth, which requires um you know, companies and their, you know, they’re the people who are working with them to go out and and create opportunities to start those conversations on social media. So instead of simply going to your particular platform and posting something, um you know, really one needs to be out there um interacting and and commenting and posting on other people’s materials as well as posting on on your own materials and answering questions. Um google reviews is actually a great, another great example of a place where people have an opportunity to create a back and forth, whether that’s a positive review or a negative review that someone is left about your organization. Um, you know, making sure that you answer that and even try to create, you know, opportunities for back and forth. So ask open ended questions. Um, you know, comment on how beautiful that photo was on instagram and then ask them a question about what inspired them to take that or what camera settings they used or you know, whatever the whatever the the thing is that inspires those conversations and and gets people going back and forth, that tends to create those opportunities to build a relationship.

[00:17:41.34] spk_1:
It’s time for a break. Turn to communications, content creation, content is king. The medium is the message birds of a feather, flock together. The apple doesn’t fall far from the tree. So well the first two of those apply, we don’t, we don’t need the birds and the apples, but content content if you need content in the coming year, for for what? For digital, for print for an annual report for some other report to the board content. If you need content for your social channels, they can do all this turn to, they’ll help you hone your messaging. And as far as press, get your messages out in the channels that you’ve heard me talk about like Chronicle of philanthropy new york times, Washington post Detroit, free press etcetera cbs market watch. So content. If you need content for whatever purpose, think about turn to you need help get this off your plate there. The pros they write it, they’ll, they’ll get it off your shoulders because your story, is there mission turn hyphen two dot C. O. Now, back to purpose driven marketing. Okay. In that spirit, the reason I was attracted to you reached out to you to be a guest is you posted something interesting on linkedin. So I looked a little further in linkedin and you had a phone number that folks could pick up and say, you know, if you want to chat, reach, reach me here, uh, let me chat with the guy, I’m gonna pick up. Sorry, uh, like five minutes after I had read your post and did a little research, I said, I’m gonna talk to the guy. So you created an opportunity for people to reach you. Uh, uh, you know, and I grabbed it and I thought, first of all, it’s very unusual for someone to put a phone number and it didn’t go to google mail. It was your voicemail or google voice. I should say. It was your it was your it was your voicemail. And uh, you know, you called me back and we chatted. So you’re you’re you’re walking, you’re walking your

[00:17:51.84] spk_0:
walk. Well, I hope so. You’re walking your talk, I guess. I hope so. That’s one of the challenges of, of running uh running a marketing agency as we have the cobbler’s kids challenge a lot of the time where we we can do a really good job for our clients. But we tend to uh neglect our own outreach in our own websites and those types of things. I’m happy that that that that actually worked. Um we’ll do this. So yeah, it was great. I’m curious. Which do you remember which post it was that that you found compelling?

[00:18:24.54] spk_1:
No, it was too long ago. Okay. No, it was over a month ago that we first connected. I don’t know if it was about your book, but was it could have been the release. Had your book just come out recently or No,

[00:18:32.95] spk_0:
the book dropped in uh february last. All right

[00:18:48.74] spk_1:
then. I knew you had when I well, I knew you had written a book when I called you because I left you a message saying I’d like to have you on the show and talk about the book. Um I don’t remember. I don’t know. It’s

[00:18:50.19] spk_0:
okay. I was just curious to know if you if you remember what what thing I said that that made you want to pick up the phone. There was you know,

[00:19:14.64] spk_1:
you you know, I think you might have commented on something that I commented on to. Uh and so obviously I appreciated your comment. I think I think it was that I think it was a comment not a post of yours because you weren’t weren’t connected. So I wouldn’t have seen your. Yeah, I think it was I think you commented on something that I commented on.

[00:19:54.94] spk_0:
So so there’s a really great example of of how that relationship building peace can actually function to create another relationship opportunity. Um where you know, if if I were just using my, you know, linkedin platform to to espouse information and hopefully give some value driven stuff you and I never would have actually or it would have been less likely for us to have connected because uh what it took was me going out to someone else’s post and commenting about giving them some more information or saying nice post or whatever it was that I said um that they gave you got me in front of you. So um that’s a really good example of how one can can leverage that power of social media to to expand their network.

[00:20:07.37] spk_1:
It works so be social

[00:20:15.94] spk_0:
exact conversation. It is socially, it’s all about creating conversations. Yes. Let’s

[00:20:16.73] spk_1:
talk about your four pillars of of purpose driven marketing. Why don’t you just give us an overview and then uh and then let’s go in and I, you know, I got some things I want to talk about for each one but

[00:20:28.29] spk_0:
acquaintance

[00:20:29.42] spk_1:
with them first.

[00:23:23.94] spk_0:
Sure. So the four pillars as we see them in in terms of kind of this this client or customer lifecycle um is really starts with attraction. And that’s how do you get people to come to your properties, whether those are your social properties or your website or your storefront, How do you get out there in the marketplace and uh, and enable people to find you? And then we move to the bond phase, which is really the, the next step of that conversation where you’re not only have you brought people in. So you’ve, you’ve created an opportunity for them to find out about you, but now you’re creating this opportunity for them to actually get into the fold to, um, to kind of be part of your inner network. And um, and the connection phase a lot of times requires um, either a value exchange of some, some sort of information. Um, you know, what we’re really trying to do is help build those relationships and help not only, you know, take these people who have now found you and enable them to uh, to have an ongoing relationship, an ongoing conversation created. Um, so that’s kind of that bond phase and then the next phase is kind of this convert phase. And that would be the sails easiest part of this uh kind of system where essentially this is where we get people to either try or buy from you and in the nonprofit space, this would be, you know, getting someone to either, um, you know, really take advantage of something that you’re offering. So if you think about the nonprofit stakeholders, typically there are donors, there are volunteers, There are actual um, recipients of the of the nonprofits benefits. And then, um, you know, there could be kind of sponsors and and people in that frame as well. So how do we get those people to actually take some sort of an action either make a donation, volunteer, some of their time, etcetera. And then in the final phase, which is kind of this inspire phase, um, that’s where we’re trying to get people to either escalate their engagement. So you take a one time donor and get them to become a, you know, a monthly donor. You get someone who perhaps is a monthly donor or maybe as a one time donor and get them to bring their their business in as a corporate sponsor. Um, you get someone to escalate um, and repeat. And then also evangelize for your organization and get out there and really refer you, uh tell people that they should be a part of this organization as well, um or um, or even just shouting it out on social media about, you know, some great volunteer experience that you had. So those are kind of the main four pillars. And again, kind of heard me talk about them in a different framework earlier where, you know, we’re really trying to get people to um, to know like trust tribe. I repeat and refer those are kind of the seven components of those four pillars. Okay,

[00:23:49.64] spk_1:
so before we dive into each of these, these four, but let’s let folks know how they can get your, your ebook mission uncomfortable.

[00:23:52.67] spk_0:
Sure they can, they can download it online. It’s, I decided to not publish it in a printed format at least this current time trying to save some trees. Um, but it is available at mission uncomfortable book dot com.

[00:24:19.54] spk_1:
Okay. And we’ll make sure we, I say that again at the end. So so attract connect bond, inspire when, when we’re, when we’re doing attraction, we’re attracting folks. You talk a lot you and Aaron talk a lot about personas, you’d like to rely on those, explain the value of how they work, what their value

[00:25:50.84] spk_0:
is. Yeah. So persona is, it can also be called an avatar. It’s essentially an ideal audience. So when you start to think about who you’re trying to attract to your organization. Um one of the first things we recommend doing is really doing some exploration in terms of personas and and really getting an understanding of the motivations for your target audience groups, um, what their demographics might look like. Um, you know, what, what makes them tick and why would they want to come. Uh, and, and uh, you know, connect with and participate with your organization. And so when you think of all, there’s usually more than one persona. Um, you know, a volunteer might be a completely different person than a donor for example. Um and and then a recipient of your of your benefits, would you know, potentially be even even different persona. Um So build what you can do is build out as many of these as you think you need to in order to get a feel for who it is that you’re kind of trying to reach a lot of times when we build out personas for our clients and partners, we really create a visual um you know, person that people can wrap their arms around. We name them, we find a stock photo that’s representative of representative of that person. You

[00:25:59.33] spk_1:
go to photos even I’ve heard of naming, giving, giving them names, but you go to photos.

[00:27:58.94] spk_0:
Yeah. Picture somebody. Okay. Yeah. Trying to create as much of uh of something that you can wrap your arms around when you’re talking about this audience group. Um and you know, I would say don’t go overboard, don’t try to overthink it to start because you know, you can get kind of in the weeds with persona development where All of a sudden you have 15 different personas that you’re trying to to reach and it just becomes confusing. So one of the things that we would recommend is just starting simple and just think about, who you know, if you were thinking of an ideal volunteer, just one of them and we know that there are many who would that person be um you know, would they be uh woman between the ages of 35 42 who has um, had a career and now has, you know, maybe has a little bit more free time in that career or perhaps even works for a company that offers uh, you know, matching for volunteer opportunities. Um, does she have Children? Is she married? Does, what does she, what does she look like? Who is this person? And you know, maybe her name is Jill and you can just really start to talk about and think about who Jill is when you are planning your marketing outreach. So does she play and find information and spend a lot of time on facebook or is she more on instagram? Is she out? Um, you know, in certain places in the local community where you can can reach her farmers markets for example, or um, you know, or perhaps other types of, of events where where would you need to go to run into and connect with uh, with Jill and get her to understand who you are and a tractor to your organization. And so it really that persona development really helps you map out your marketing strategy so that you’re not spending a bunch of time trying to attract, you know, boomers by posting on Tiktok.

[00:28:30.34] spk_1:
And when you’ve so identified the the folks that you want to connect with, that, that’s what the purpose of the personas is your identifying different different categories of people you’re trying to to connect with and you, you want to focus on delivering some content for them to connect with. And you have lots of examples of blogs and social networks and podcasts and white papers, etcetera. Talk about, you know, matching the content I guess with with with for your personas.

[00:29:48.04] spk_0:
Yeah. So when we talk about content, we really start with trying to create value exchange here. So this is actually the first transactional piece of the transactional relationship that you’re that you’re attempting to build. Um, the end goal may be to get uh, you know, a donation or get somebody to exchange their time to volunteer with you, which is something of value. But at the onset, um, it’s really about getting into this kind of try um, trust and try phase um, there’s a little bit of the like phase in there as well, but at this point they know who you are now. You’re really trying to get them to like trust and try your organization. So in this phase of the relationship, um, you know, coming up with things that might be beneficial to this person. So for example, um, Leave No Trace is a, is a nonprofit organization that is trying to get people to have a better understanding of how they can interact with our open spaces and natural places more effectively. One of the things that I’ve seen from them in the past are are these great cards that have the leave no trace principles. And and so they’re right there handy. You can have them attached to your pack or in your pocket um that that really give people

[00:30:16.38] spk_1:
presumably you don’t you don’t leave these cards behind at your

[00:30:18.88] spk_0:
campsite. Yes, exactly. These come with you uh the

[00:30:21.61] spk_1:
letter with the card.

[00:31:32.24] spk_0:
Yeah, Yeah, but but a, you know, a convert phase, you know, kind of opportunity here might be um either an online version of that card. So people could give, you know, give them their email in order to get this card, get access to this information or even uh, you know, provide your address and they might send you on. I don’t know exactly what leave no trace is doing with these these types of informational items. But that might be uh, you know, a tactic that they could use to get people to feel like there had been a value exchange and just to continue building that relationship and and essentially convert them from a stranger to. Now there’s somebody that you kind of know, um you have some information about them. Uh Now you can actually ask them questions through email. You can ask them to donate. You can ask them, you can, you can escalate that relationship by giving them other items of value. Um that’s where that connect phase comes into play. That then you kind of escalate that uh, into the, into the bond face.

[00:31:39.84] spk_1:
Yeah. All right. so let’s let’s spend a little time with with connecting, you talk

[00:31:40.60] spk_0:
about the I’m sorry, Bond Bond comes first and then the connect

[00:31:44.98] spk_1:
so, you know, in the book, you have a track and then

[00:31:48.57] spk_0:
yes, you’re right, I apologize. Yeah, I got it, I got it all confused. My own,

[00:31:55.75] spk_1:
you are a co author of the

[00:31:56.91] spk_0:
book, right? I am Aaron,

[00:32:03.64] spk_1:
you’re not a ghost writer to the I mean he’s not your ghostwriter? No, you actually did contribute. Okay, so, we can wrap it up right now, if you’re not bona fide, you know, then that’s the end. No,

[00:32:10.31] spk_0:
your bona fide. Okay, so

[00:32:17.14] spk_1:
yeah, so connect um you talked about the consistency principle uh that people like to as you’re connecting to get people to say yes or taken action, say a little about that, I like that consistency principle. Can you define that for me?

[00:34:50.14] spk_0:
Yeah, so the consistency principle is really getting opportunities to to make sure that you’re being um intentional and consistent in your outreach. Um one of the things that we find people do is they tend to go in sprints and they’ll get really excited about about building a relationship or or creating opportunities for outreach and then they’ll do it for a little while and then they’ll drop off for for months at a time and um you know, essentially creating an intention and creating a commitment to uh to outreach and to these activities and then sticking with that is something that we we talk a lot about one of the things that people tend to do is they set their goals too high and they say, okay, I’m gonna, I’m getting all excited about this, I’m gonna, I’m gonna do a blog post a day and uh and then they look at that that goal that they’ve set and they say, I can’t do this and we have this tendency, people have this tendency to think that That missing a goal is a total failure as opposed to, you know, you got part of the way there. Um and so what tends to happen is if we set a great big goal and then we start missing that goal, we think, okay, well, I might as well do nothing because, you know, zero is as big a failure as 75%. So one of the things in terms of goal setting that we really recommend is starting slow, creating an opportunity to create a smart goal, something that you can actually achieve. Um and uh and and start to feel what a wind looks like and then, you know, as you’ve built that consistency, go ahead and elevate that goal a little bit as you as as you get better at it. So I’d much rather see uh one of our clients, um, you know, set a goal of of one blog post a month, if they’re not doing any, let’s do one a month, get good at that until that feels easy. And then then we can talk about doing two a month or, or one a week or even, you know, a couple, a couple of week. Um, but what tends to happen is people get really excited about things and say, I’m gonna, I’m gonna knock this out of the park and then they don’t, they haven’t built those consistency, um, habits and so things kind of fall by the wayside and then they end up doing nothing. But

[00:36:48.53] spk_1:
It’s time for Tony’s take two planned giving accelerator. I’m recruiting for the january class right now. If you’d like to join me, like to learn together step by step how to launch planned giving at your non profit planned giving accelerator dot com has all the information that you need. Of course, you could be in touch with me through the site, ask any questions you might have. The course is six months, you’ll spend an hour a week learning how to launch your planned giving program and not only learning from me, learning from your classmates, the other members who are in your class with you. The peer to peer support is phenomenal. The way folks open up, they ask questions about challenges. They’ve got, you know, I haven’t tried everything. So we, it’s open to the, to the class to help each other. I mean, I’ve got my ideas, but everybody’s got theirs too. And you get that peer support, One member says she calls it her safety net playing giving accelerator. So if you’re not doing planned giving or if you have like a more abundant plant giving program, which is really no program, you know, deep down, if you admit that there’s really just not a program. If you want to take a look at plan giving accelerator, I’ll get you going launch your program and grow it between me and your peers. It’s all at planned giving accelerator dot com. That is Tony’s take two. We’ve got boo koo but loads more time for purpose driven marketing and what’s happening in our relationship as we’re, we’ve moved from a trac to connect what’s happening there.

[00:38:28.22] spk_0:
Yeah. So in that in that attract phase, you’re essentially hanging your, your sign out and saying, hey, we exist, come check this out. And, and then in the connect phase you’re really trying to provide valuable information that enables people to, um, to take an action that gets them kind of deeper into the fold. So that’s one thing about email. People think for example, and particularly the nonprofit space email is an amazing tool. Um, yes, we all get a ton of junk email on a daily basis. And we also get a lot of non junk email but depending upon who your audience is and for non profits a lot of times that audience, particularly in the donor seat are kind of these people in the boomer, um age range, that demographic really still does rely very heavily on email. It’s kind of one of their chief modes of communication. Um They email is one of these places that feels like you have some control over it, you can kind of choose to read it or not read it, you can unsubscribe if you if you would like. So there’s a little bit more of a feeling of control with email and then also um this is a place where people have actually raised their hand. So it’s not just social media where you know maybe you got into somebody’s feed through some algorithm or or magically or got referred in, there’s a sense of people have actually taken an action. So that’s why we find list building and trying to create that connection and trying to get people into your um your your email list is a really valuable um component of this kind of four pillar system.

[00:38:45.72] spk_1:
And then bonding

[00:40:07.11] spk_0:
is next. Yeah bonding is really where your solidifying that relationship and you’re providing ongoing. Again, consistency is key here, ongoing opportunities for value driven uh exchange uh systems within the within the bond phase. So um we talked a little bit about this earlier in terms of creating opportunities to um to share information to share physical items to uh you know to provide people with solutions to their problems and in the nonprofit space this gets a little um a little I guess nebulous, it’s a little hard to figure out how uh to create these types of value exchange opportunities, but this is where mhm there are a few things that go into come into play here. One is if you can create an opportunity to position your nonprofit as kind of the guide in this story where your constituent your donor, your volunteer, even even the people that the beneficiaries are the heroes of the story and you’re just facilitating this opportunity for somebody for a donor to be the hero in this beneficiaries story that then creates this kind of experience in our minds where we we start to see ourselves as the as that hero and um and really feel compelled to continue uh kind of serving that role in that in that kind of relationship.

[00:40:57.51] spk_1:
You have a tip in the book. I think it’s mostly related. Well, no, not not necessarily to websites, but I’ll use the website example you say if some if you pre ask someone, if they want something, you get them to sit and they say yes, then at the next step they’ll be more likely to do the thing that you actually want them to do because they said you sort of you got them in the habit even though it was only one step, one step removed. You got them in the habit of saying yes, so they’re more likely to do the real thing that you want. Can you flesh that out a little bit? It was an interesting yeah strategy.

[00:41:10.11] spk_0:
It seems counterintuitive. I think that most people who have studied marketing have heard they reduce the number of clicks to purchase for example,

[00:41:13.22] spk_1:
don’t yeah, it’s possible.

[00:43:20.10] spk_0:
Yeah. And and this is where I would encourage nonprofits to try different things. But um the example that we believe I used in the book um was essentially instead of giving people a form to fill out immediately, give them a yet an actual action to take. So if you say would you like more information instead of just having, you know, this is an example instead of just having a form there where I put in my name and my email address and click, click yes, go ahead and say would you like more information? Yes, no and when people click yes, then it takes them to a page with the form on it and again it’s a little counterintuitive but the conversion rate on that form if you, if you put it behind that yes, no kind of gate yeah, it can actually be higher than the conversion if you just put the form out in front. Um there’s a interesting psychological thing that happens and one of my coaches, his name is Townsend Wardlaw. He’s a really great guy. Um he always asks per michigan before providing any sort of information. So for example tony if I had just sent you my book out of the blue without you asking for it. The likelihood that you would have done anything with that would be a much lower than if if I said, hey, would you like my book and you say yes and then I say okay and I’ll send it to you. Um, similarly Townsend always says ask permission, you know, would you like, would you like my help with that? Would you like me to share that with you? Um, you know, I have a story that I can tell about this, would you like to hear it? And, and that’s priming the pump for you to say no, I’m not interested. Which saves us both a bunch of time because now you don’t have to listen to me ramble on about a story that you weren’t interested in. And it also primes that pump for, for you to be even more receptive to the story once it’s once it’s delivered. So it works in, you know, not only in just marketing, but even in just conversational um, interactions.

[00:43:43.80] spk_1:
I’ve had folks talking about permission based soliciting for, for gifts, you know, in a couple of days, could I be in touch with you about investing in whatever you know, the work or the program that’s there of interest to them could be in touch, you know, in a few days on that. Yeah. Ask their permission. Exactly exactly in line with what you’re saying, you know? Yeah, that’s their permission and then be in touch in a couple of

[00:44:42.89] spk_0:
days assuming they said yes. Yeah. That’s, and actually a really great kind of cold call, um, tactic where instead of, you know, cold calls are very disruptive. So in the sales in the sale space. So for any executive directors out there, who are, who are, you know, soliciting donations from, from either, you know, big big corporations or, or, you know, seeking to get larger donors into the fold. One of the things that is more effective is to acknowledge that this call has been disruptive and try and get something on the calendar as opposed to trying to pitch them in that moment. And so similar, similar thing. You know, can I, can we, can we talk on Tuesday at, at three? Um, instead of saying, well, I’ll just jump right into the, to this thing that you didn’t actually ask me to pitch.

[00:44:47.87] spk_1:
Yeah. And you didn’t know what’s coming. Yeah, permission based I guess. I think Seth Godin has been talking about permission based marketing for years and it’s pervaded other areas. Yeah,

[00:45:00.35] spk_0:
absolutely.

[00:45:06.79] spk_1:
Yeah. Well, you know, why not? And you’re right. If the person says no, then you’re saving both of you the anguish of going through a, going through an exercise that neither one of you, it’s gonna be fruitless for one of you and the other person isn’t the least bit interested. So yeah. You want to do something that’s an interesting and fruitless.

[00:45:34.89] spk_0:
Yeah. And you’ve also created, you’ve created an exchange. Um, in terms of a back and forth. And so that’s, you know, that works as a um, you know, there’s a conversation that’s happened there. You listened. So you, you know, it positions you just a lot differently.

[00:45:37.12] spk_1:
You listened and you honored the person’s choice. So I I called you here. I am calling Tuesday at at four o’clock. Yeah. Alright. We’re inspiring. Next to

[00:48:12.27] spk_0:
separation inspiring. So yeah, after after this bond phase where you’ve actually gotten somebody to become a volunteer or make a donation or um, yeah, get get on your list of corporate sponsors or something like that from, from a non profit standpoint. Um The inspire phase is really where we’re attempting to get people to take another action. So um, there’s an old again kind of sales adage that it’s much easier to sell to someone who’s already purchased from you than it is to sell to somebody new. Um We tend to get really excited about new relationships and new sales tend to be the thing that get people excited. How many new donors did you bring in um, last year? You know, those, those types of things get get pretty exciting. However, it’s a lot easier lift to get somebody to donate again than it is to get to somebody to donate for the first time. So in the inspire phase, uh, you know, let’s just use donors again as an example. Um We’re really trying to get people to repeat and refer. Um, so get people to become a regular donor. Um, get people to donate again. Um, you know, thinking about escalation here and and again, if you think about your, um, you’re different kind of audience types and I do some volunteer work with volunteers for outdoor colorado and they’re a great organization here in state that does a lot of trail building and advocacy, uh, for kind of outdoor spaces. And I believe the first interaction that I had with their organization was as a volunteer. And so I decided I wanted to volunteer on a project and then I became a donor. Um, so essentially they gave me opportunities to, they inspired me. Um, you know, through not only all of the fun things that we were able to do during our, our, uh, our day of digging in the dirt. Um, but also, uh, you know, just just through all of the great things that they’re doing around the state, um, inspired me to become a donor and then inspired me to take an additional volunteer step to become a crew leader. And so essentially they’re doing a really good job of kind of escalating that engagement um, through this inspire phase. They also, um, you know, encourage all of their volunteers and all of their donors to share, uh, share their stories to, uh, spread the word about their organization. So that’s that kind of refer phase. So, you know, really

[00:48:30.47] spk_1:
like you’re doing right this moment.

[00:49:22.77] spk_0:
Exactly, yep, yep. Using them as an example of, of a great organization. Um, so that’s what, that, uh, you know, that’s where that kind of inspire phase comes into play. You know, getting people to evangelize about your organization, Getting people to, to, you know, share stories to come back to move from, you know, just giving you $10 at some events to giving you, you know, $10 per month. Um, so, you know, just getting really creative and staying in touch with people. That’s the thing that tends to happen is, um, you know, people fall off on the, on those activities because they’re, they are a little less, um, exciting than bringing a new donor into the fold. Um, but you know, really making sure that you have a referral program, you have something to get people to leave reviews, you get something, um, for people to share their stories and have a campaign associated with that, that keeps people keeps you at top of mind and then keeps people kind of coming back for more.

[00:49:54.57] spk_1:
You make the point of thinking about this as investment, not expense, not to look at the cost of a new cost of a donor acquired or cost of sale or something like that, but as an investment in the organization. And, and, and these relationships,

[00:51:17.76] spk_0:
we hear a lot in the nonprofit space would, particularly when it bumps up against marketing that any dollar that I spend that isn’t spent directly toward the core mission is a dollar taken away from that core mission. And we’d like for people to approach marketing for non profits a little differently where they see non they see their marketing uh, as an as an investment in that core message and an opportunity to expand and um amplify that message so that it becomes, it enables them to reach even more people. Um, and so that slight mindset shift can be really important when one starts to undertake marketing endeavors because, you know, it is money being, um, you know, coming out of the out of the program, but really making sure that you have to have a plan, you have goals, that they are reasonable, that you’re measuring that you’re tracking that you’re actually looking at this expense, um or this investment as uh, as something that’s going to grow your mission and and just keeping tabs on that and and making sure that you have those systems in place so that, you know that the, you know, whatever money you invested in marketing um, is creating a return on that investment.

[00:51:49.96] spk_1:
Yeah, yeah. Please get past this insidious myth. That myth of overhead, you know that marketing is overhead and technology is overhead needless, you know, these are investments in your future. You and I are talking about investments in relationships, relationships are only going to grow and as as folks refer, you talked about repeat giving and referring as folks refer you, the relationships are going to expand beyond what you can imagine, but it takes investment. So

[00:52:11.65] spk_0:
yeah, that’s why why having a system in place is so important and and that’s what, that’s one of the reasons I wrote Mission uncomfortable was to enable people to have some kind of understanding of a system in place for their marketing so that they could feel more empowered with that investment and and more comfortable with that investment that they’re making in in their outreach.

[00:52:19.05] spk_1:
That’s the perfect place to leave. It’s too

[00:52:21.05] spk_0:
well, thank you so much for having me on the show. Absolutely my pleasure.

[00:52:43.05] spk_1:
The book is mission uncomfortable. How nonprofits can embrace purpose driven marketing to survive and thrive. You get it at mission uncomfortable Book dot com stew Schweinfurt. The studio is the practices relish studio and he and the company are at relish studio and relish studio dot com. So all right now, I’ve just said the word relish 35 times in the past two sentences. Why is it relish Studio

[00:53:01.75] spk_0:
Relish Studio came about as a kind of a play on words where this is something that is that little extra spice on top that makes things extra good as well as something that we love to do. So you know, one of the things that really inspires me to work with nonprofit leaders is um just, it’s really easy to get out of bed in the morning and and work with these types of clients because we know that everybody’s out there trying to make the world a better place.

[00:53:28.45] spk_1:
That’s cool. It’s a great double play. Relish the condiment Condiment studio. Alright. Relish studio dot com stew. Thank you again. Thanks very much.

[00:53:36.77] spk_0:
Thanks for having me on

[00:54:20.45] spk_1:
my pleasure. Next week is a social enterprise for you. If you missed any part of this week’s show, I Beseech you find it at tony-martignetti dot com. We’re sponsored by turn to communications pr and content for nonprofits. Your story is their mission turn hyphen two dot c o. Our creative producer is Claire Meyerhoff shows social media is by Susan Chavez. Marc Silverman is our web guy and this music is by scott stein, thank you for that. Affirmation scotty be with me next week for nonprofit radio Big nonprofit ideas for the other 95 go out and be great