Tag Archives: NEO

Nonprofit Radio for January 6, 2017: 2017 Legal Tips & This Year’s Board Retreat

Big Nonprofit Ideas for the Other 95%

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

It’s not your 7th grade spelling bee! We Bee Spelling produces charity fundraiser spelling bees with stand-up comedy, live music & dance. It’s all in the video!

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

 

My Guests:

Erin Bradrick: 2017 Legal Tips

The New Year means a close look in the corners. We’ve got the legal issues you need to fine tune. Erin Bradrick is senior counsel at the Nonprofit & Exempt Organizations law group (NEO).

 

 


Greg Cohen
: This Year’s Board Retreat

Done right, your retreat will energize and focus your board and get them working as a team. Greg Cohen knows how. He’s senior associate at Cause Effective.

 

 


Top Trends. Sound Advice. Lively Conversation.

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

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Vertical_Color
View Full Transcript

Transcript for 321_tony_martignetti_nonprofit_radio_20170106.mp3

Processed on: 2018-11-11T23:36:10.498Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2017…01…321_tony_martignetti_nonprofit_radio_20170106.mp3.398196474.json
Path to text: transcripts/2017/01/321_tony_martignetti_nonprofit_radio_20170106.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent happy new year for sure, the new year twenty seventeen my voice just crack together come a fourteen year old it’s incessant with the voice i got to get lessons or surgery or something. Happy new year, that’s much more important, i hope twenty seventeen is going to be very successful for you. I hope you’re going to be doing some introspection and inspection and buy two guests today. You’re goingto talk about some topics for you to be the introspective about. Oh, i’m glad you’re with me. I’d be hit with ryan ola thigh assis if i got a whiff of you missing today’s show twenty seventeen legal tips are first introspection topic the new year means a close look in the corners we’ve got the legal issues you need to find tune aaron bradrick is senior counsel at the non-profit and exempt organizations law group neo and this year’s board retreat done right, your retreat will energize and focus your board and get them working as a team. Greg cohen nose out he’s a senior associate at cause effective tony steak too. Charity registration. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com. And by we be spelling supercool spelling bee fundraisers. We b e spelling dot com. I’m very pleased a real pleasure to welcome aaron bradrick when she calls in, we had her, but she’s gone, it wasn’t her. Okay, aaron bradrick is not here yet, but she ought to be calling in very shortly at ten a m pacific time, which is one o’clock eastern. So let’s see, well, some of the things that she and i are going to talk about, of course she’ll have the detail. Um, we’re going to start with this topic of charity registration, which i’m planning to fill in a little more on in tony’s take two, but you know, the general idea that you need to be properly registered in each state where you solicit our first introspection is the introspection show our first introspection topic for twenty seventeen. Yes, you need to be probably registered wherever you’re soliciting donations, you need to be registered with the state authorities, and we’re also going to talk about a board calendar. I’m not. Sure, i don’t know, maybe non-profits doing this routinely, i mean, i go to board meetings, but i don’t know whether they are planning the full year. Maybe they are. I’m not saying i’m not saying it’s not happening. Maybe greg cohen has all inside, and tonight we might talk about that later on, but it ought to be there ought to be a yearlong calendar of topics for your meetings, however often their car so that you got some strategy around it and some common sense. Um, let’s, see what we’re going to? Uh, yeah, all right, we’ll take a break and we’ll see if we can get i mean, i didn’t mind i don’t mind summarizing, frankly, but it’s bothering sam sam’s bothered sam doesn’t like it. I don’t know father was like, all right, it’s, my shot duvette piela i want, but i’ll take the advice. We’ll take a break, we’ll see if we can get aaron burr. Aaron bradrick on the phone. If not, well, you’re going to stay with us anyway. Nobody’s going anywhere, we’ll see what happens. It’ll be an adventure for everybody. Stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals, is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Hello, i’m j c. I’m joan, and welcome to twenty first century entrepreneur. We bring education in sight, knowledge, awareness, trouble, craziness and fun for you, the entrepreneur who’s looking to build your business and your community. Listen every friday from noon toe one eastern on top radio dot n y c, and you can tweet us at twenty first c e radio or talk alternative. Talking alternative radio twenty four hours a day. Welcome back to big non-profit ideas for the other ninety five percent, and we did get aaron. It appears that i may have made a mistake. There’s an allegation that i made a mistake. I’m pulling a trump. This is me and i’m pulling a donald trump. This is alleged hacking. This is a land that there’s a mistake. I’m going to go back and check the record. I actually, you know, on dh i’ll apologize in advance, erin, because there’s a good chance. I did make a mistake. I’m usually pretty good, but maybe i did let’s see let’s give her air informal introduction she’s a senior counsel at the non-profit and exempt organizations law group in san francisco where she is calling from she’s, a regular contributor to the very popular non-profit law block dot com and the practices devoted solely to non-profit and exempt organizations she’s at aaron bradrick and the firm is at neo-sage group dot com welcome, aaron the same story and sorry for that computer and i was planning to call in at ten. Thirty. So, uh, sorry about that, but i’m glad to be here. That’s okay, i may be the one who’s. Supposed to say sorry? I thought we ok, obviously i thought we said i i thought i said ten pacific, but i made you know, you there’s a good chance for because i’m booking a lot of guys glad. Glad we’re on now. Yes, and thank you for doing it. Spur of the moment. Okay, so i gave a little introduction into just a couple of the first two topics that you and i we’re going to talk about the filing requirements for charity registration and the board calendar, but i just gave glossy overviews so let’s talk about this charity registration filing thing. You think this is something good to look at in the beginning of the year? Yeah, i mean, i think the basic idea is that the new year it’s, good climb for organizations, kind of take a look in the mirror and see what they have coming up for the next year, make sure they’re organized, ready to go with a fresh start. And i think one of the things that we’re seeing lately is particularly at the state level regulatory agencies really cracking down due to the lack of compliance with registration and filing requirements. And it could be something that’s easy for an organisation to overlook. We recommend kind of the beginning of the year taking a look at what deadlines you have coming up for various filing requirements, which often turned on when your fiscal year and for the organization. I’m not just the annual returns that are filed with the irs and potentially with state tax authority, but also with potentially a charitable oversight and sees which is the attorney general and any ongoing filing requirements with the secretary of state or department of state and creating a calendar for you the year of when the silent or do and making sure you have a point person who’s designated to make sure the organization doesn’t miss the deadline. Yeah, that could be that could be a tough one for smaller organizations where the organization has a lot of filings to keep up with it’s it’s it can be difficult for someone to devote, like a quarter or a half of their time to these compliance issues. Yeah, absolutely. And particularly for all. Fall into your organizations where you don’t have a staff member, you can designate the responsibility of making sure these were met on the problem that we also see with a lot of these organizations is particularly when they’re all volunteer run when there’s a change in the officer structure there’s a change in the board, they don’t update these regulatory agencies with her new address, so even if they do miss a filing deadline, mostly agencies will send out reminders or have notices that the deadline has passed and that you have not seen an opportunity to make this filing before their adverse consequences from missing the deadline. But if you haven’t updated with a new address, sometimes organizations aren’t even receiving notices at all, not even aware that they’re missing with that fine, but we’re seeing greater consequences for missing these types of filing requirements, so it is really important for organizations to make sure they have some sort of system in place to make sure things don’t fall through the cracks. There’s something related to that that happened a few years ago? Now i know you’re talking about going beyond what’s required by irs, the form nine ninety whichever variation on organization may do based on their size, but but it was like three years ago or so ah, a couple of hundred thousand non-profits lost their tax exempt status for failure to file their version of the nine, ninety. Yeah, so the irs regulations we’re past that said that if an organization fails to file on exempt entity return for three consecutive years, then immediately upon the third missed filing, they’re exempt. Status will be automatically revoked. There’s no discretionary basis for preventing that automatic revocation. So if you missed three years of your nine nine year whatever for my ninety year required to file, then you can be automatically revote. There’s there’s some leeway, but for many organizations, if you are automatically revoked, you have to apply all over again to have your exam status reinstated. We’re actually up to almost seven hundred thousand organizations that have been automatically revoked over the last, i guess, six years, seven years now. Oh, okay, i didn’t know it was that large, and maybe that maybe that initial wave was now that the first wave of, like, three hundred thousand that wasn’t six or seven years ago, was it? No, i believe i believe they started them in two thousand ten, but i’d have to confirm falik automatic. Revocation put into effect, there was a big there was a big serge, a bubble, whatever in one year, but i think i was only, like three years ago or so roughly because because i know this show is six and a half years old, and it didn’t come at the beginning of that. I mean, those may have been happening, but then there was that huge one. Like i said, like close to three hundred thousand or so. All right, so okay, look in your look, look in the dusty corners, check your filing requirements, basically let’s say let’s, go to the let’s, go to the board calendar. You do you do you think most non-profits are setting their agenda for the year in advance? Are they doing that? I think probably not, but i think it could be a very effective tool. I think some larger organizations previewed organizations with large staff that helped to kind of coordinate the board meetings or, more likely, that be setting some sort of calendar for a full year. But i think he’d be helpful even for smaller organizations are entirely volunteer run organizations as well. I think it can just help. To set expectations for various meanings in advance to make sure the meetings are effective and efficient and that the board really covers everything it needs. Teo during the meetings throughout the year, yeah, it makes great sense. You you look at the whole year plan and make sure that everything is covered. So maybe you have some training on financials are you want to cover programs and you want make sure i would think you give equal time to all your programs or maybe wake them based on the preponderance that they proportion that they bear to your organization’s revenue or activities or something. But you won’t make sure everything is covered. It makes sense tow look at it for the whole year. Um, and you also suggest leaving some space for things that are going come up at hawk, of course, you know, it would be nice if we could predict in advance everything that was going to arrive throughout the course of the year, but i think that’s a very rare occurrence. So it’s important to make sure that in scheduling kind of topics for a board meeting, you’re not so rigid that there’s not opportunity for the board to discuss the really pressing issues that arise throughout the course of the year. You, uh you call this stargazing? I like that on time. Stargazing. I’ll have to give credit. I think jean takagi uses that term a lot. My colleague at any old locker. But we like the idea that, you know, a big part of the board function is really thinking big for the organization. So it’s not just necessarily thinking about the financials and the more procedural and legal aspects of government, but also thinking about, you know, what the organization can really accomplish, what its mission is, what is exempt purposes are and how it can best carry those out with the assets that has access to the kind of thinking big picture thinking about the potential of the organization. In fact, that could be a problem with a lot of boards is that they do get mired in the detail and they ignore the the larger role that they that they should be filling. Yeah, look at that time that’s looking critically at markets and competition and potentials, maybe scrutinising current activities to decide if we should be doing everything that we are doing etcetera, so these bigger picture items um and i think one of the hardest things for boards is actually to take a critical look at current programs and to make the tough decisions so, you know, if something isn’t working as well as it may be ought to be here isn’t necessarily the best use of the organization’s asset. Is there some kind of big changes that need to be made and those air filter big conversation? You know, there’s, not one that just happened in a short, you know, fifteen minutes section of ah one board meeting, so making sure that there’s room on the calendar for any of those types of conversations that should be taking place and perhaps will come up organically, you like to take a look att governance policies and there there are some that are in new marais tid in the form nine, ninety let’s get you why don’t you take those off? Go ahead. Yeah, the form nine ninety asks about a section has a section in the form nineteen doing be about policies, and it does actually say on the form nine, ninety itself that these policies aren’t required under the internal revenue code, but it is possible it somewhere required under applicability student law, so it is important for an organisation to be aware of any state laws that apply to it. But the policies that are mentioned on the form nine ninety are conflict of interest policy, a whistleblower policy and the document retention and destruction policy. The fact that they’re even included on this in a return form is just signal, i think, from the irs with either things that the irs was kind of thinking are important towards good governance of an organisation and are things that the organization doesn’t have in place, even though not legally required could be advisable and recommended from governance perspective. And then also from a marketing perspective, the ninety is so widely available that potential donors volunteers boardmember sze doing due diligence, whoever’s looking at your your nine ninety e i think it just doesn’t look so good to say no, we don’t have the conflict of interest policy, whistleblower policy, etcetera. Even though the irs, even though the form says they’re not required, i think it looks bad to check off those no boxes. Yeah, i could potentially and you’re right, you know, particularly, i think funders have access to nine, nine years and we’ll take a look at them and they are publicly available document the last three years, as you noted, so again, it it could be, you know, while not legally required, it could be a signal that you have good governance policies and good governance practices in place. You do, in fact, have these policies, of course, though having a policy in and of itself is of no use if you’re not actually making sure everyone is aware of the policy and following it and enforcing it so that’s another part of what we recommend, kind of the beginning of the year or some other time that the organization designate was appropriate based on its annual calendar, but taking a look at what policies you do have in place, whether they’re working for the organization or whether any changes should be made, whether everybody actually knows where to find the policies and his reviewed copies of them, and then also whether there are any gaps in your policy so there’s something that, you know, it would be helpful to have a policy on and you don’t yet and would it be appropriate to kind of put that on your task list in terms of coming up with an appropriate policy on that topic? Ok, one that’s coming to mind is it policy and the use of private personal devices for for organizational purposes? Do we allow it? What what do we require if we do allow it? You know, etcetera, what do you feel about that policy? We don’t see that as having been adopted by many organization, but i think it’s just becoming increasingly more relevant in the way that most organizations operate today, so it actually could be advisable, particularly for larger organization with larger staffs are a lot of volunteers that are potentially using technology resources that belonged to the organization. The use of of resources also comes up, particularly in the context of lobbying activities and political activities, which for five whillans trees you know, obviously, lobbying activities for public cherries have to be an insubstantial amount of their overall activity, but political activities are completely prohibited, and even you seven organizational resource for improper campaign intervention activity could be problematic, and i think a policy could be particularly effective in that area as well. Okay, lobbying ceo compensation is one that you like to see? Yeah, sometimes it doesn’t necessarily need to be in a formal policy, but it is something that the organization often need to be aware of the importance of and make sure it’s falling some sort of i’m specific process for determining appropriate ceo compensation, particularly here in california, we have a requirement that the combination of the ceo be approved by the board or unauthorized committee when it’s first offered, when the period of employment is renewed and then whenever it’s modified, even if it’s modified data word. So there are certain requirements in place with respect to ceo compensation and then also at the federal level under the internal revenue code there’s certain requirements with respect to how you determine whether compensation amounts are appropriate for having a policy in place could be good, particularly for an organization that has significant turnover. Andi it’s in its board, where there might not be a lot of awareness of what practices and policies should be followed with respect to determining compensation. Jean and i have talked about the competition hyre the presumption, etcetera, it’s, it’s in a previous share we’ve we’ve we’ve done something on that listen, sentiments and california because i said you’re in san francisco, but what are you hearing about the suspicion succession movement? Are we going? We’re gonna be down to forty nine six for you to start off the flag. It’s going to be a balance, therefore, i think probably not in my lifetime. I don’t think you do. People talk about a lot of talk about it. Do people talk about, like, over drinks and dinners and things? The result of the election have led to many conversations over drinks in my circle. I will. I will certainly say i’m not searching me. People are christian. Too hard for succession, but it’s definitely been floated. Okay? Yeah. All right, so it does come up. Okay. Okay, forty nine is, uh i was you were talking. I was thinking to forty nine as a prime. It would be hard to be weird to have a prime number, aziz Numbers, but not a prime 7 times seven is forty, so i was wrong there, but i mean, i hope it doesn’t happen. I there, there those who will we’ll send you off. Gladly, but i’m not among them. I hope we still, i’m glad to hear that way. In your mind. We’re keeping you in the union intact. Idealware okay. Let’s see so oh, and then, you know, we haven’t talked about any fund-raising policies, but you might have a gift acceptance and crediting policy and that’s something i work a lot with non-profits and i often find an existing one is not being followed. So in terms of either acceptance, i mean there’s a lot in there that non-profits forget is in there and then same thing with crediting they, i find it’s a policy that gets created and then often ignored. So, yeah, i can often be the problem with particularly these types of policies that are kind of thought of as the core required policies. People might even forget that they’re out there. So i think having some sort of process in place where the policy they’re easy to access and everybody that needs to be aware of them is well aware of what you know what they actually say. And i think the gift acceptance policy in particular, i think there’s often this conception that misconception, maybe that every gift is a good gift, but sometimes the strings that come with gifts for gift that aren’t actually easy to divest us can you be a little bit of a curse in disguise, i guess. And so it can be important to make sure that if there is a gift that isn’t no cash and there’s something that is more complicated or difficult to get rid of for the organisation or turned into value and that there’s some sort of process, we’re reviewing that gift and just making sure that acceptance really is in the best interest of the organization. Real estate comes to mind when you suggest that there may not be great. Real estate can be an enormously valuable and wonderful gift for non-profit on the other hand, i’ve had situations where it was a disputed strip of, like, four feet wide or so maybe ride, and it ran the depth of the properties. I was like two feet wide, one hundred feet deep, and somebody is trying to give it to us, you know, because it was denied and it was easier to give it to a third party and let us a trifle hassle with it. So there’s two ends of the spectrum, it can be magnificent, but around real estate in particular that’s, real estate’s, not the only kind of risky gift. But in particular you really you got to do your due diligence before your organization name goes on the deed for that property that let’s go to aa financials. You won’t take some time in the beginning of the year to do financial oversight. What do your thoughts here? Yeah, i think particularly for an organisation on a calendar year that has just wrapped up. You know, its last its last year. It could be a good time for the board and perhaps it a rather high level. But just take a look at what financials that has access to it. You know, the beginning of the year for the last year’s performance and then think about, you know, what needs to change in the future and then how it can arrive after those desired financial changes. So do any changes to the budget that’s been adopted for this coming here need to be made based on last year’s performance? Basically, just kind of taking stock. Obviously, reviewing the financials is, you know, an important part of board service and should be done more than just once a year. But i think reviewing it kind of that year and can be particularly important, i’m gonna have a guest next week. Diane leonard is going to talk about grant program, a grant calendar for the year, and one of the things that we’re going to talk about is timing your revenue with your budget when you expect when you’re expecting in her case, the grant revenue to come and make sure that’s appropriately timed so that you’re not, you don’t find yourself with cash shortfalls and a programming grayce program management, etcetera, timing those let’s see okay, oh, another thing with the financials to tony is that often you have boardmember zor even some gym staff members, they’re coming from just a range of backgrounds and have a variety of experiences, and sometimes not, you know, it’s not in everyone’s set of skills that they understand how to actually read financial statement something you could be really important as an organization to make sure that you have a process in place for providing some sort of basic level of training on reading financial statements, particularly for directors on denny cast members who don’t have that background, but who need to make sure that they understand the financial statements well, some people do it as part of an onboarding process with new employees or new directors and other organizations will set it up it’s kind of an annual or biannual sort of training that is available for anybody who hasn’t otherwise gone through it in the past elections. If you ah, if you’re going to be doing elections in the year, you want to make sure that you’re following your policy on elections, whatever your by-laws say, yeah, absolutely and, you know, we see sometimes organizations that have just always done their elections a certain way for years and years, and they’ve never taken the time to actually look back at what they’re by-laws actually say, and then one step further to make sure their current by-laws were actually in compliance with africa ble law right now, you’re by-laws were drafted twenty years ago it’s possible that the state law that governs elections and what has to actually be in yur by allies has changed, so can be appropriate to take a good look at what the legal election procedures are the requirements under the applicable law. Make sure your by-laws comply with that and then make sure you’re complying with your by-laws and it’s also kind of ties into the board meeting calendar we’re discussing a few minutes ago and making sure that if you do have elections that are required during this year that you have them scheduled in the calendar and notice that’s required in advance is also scheduled in the calendars that you’re not missing any deadlines, the risk there that he has some sort of disgruntled director or them voting membership organization and disgruntled member. If you don’t comply with the requirements of your by-laws or with law, then you could have potentially the decisions of the board or the or the members subject to challenge, and that just isn’t a good position to being from the organization we have just one minute left, aaron so let’s, let’s get teo, you want to review the articles and by-laws and are our purpose and mission statements? Yeah, and this is one of those things again that, you know, congested, good to counter for the beginning of the year. It was a good reminder. Take a look at what your articles say. The organization’s purpose is make sure whatever the bylaws say, it’s purposes is consistent with what’s in the articles and then take a look at what the organization is actually doing and make sure it’s still complies with the stated purposes. If the organization’s purposes have shifted somewhat over time, then it may be the right time to take a look your articles and by-laws and maybe make some appropriate revisions necessary. Okay, we’re gonna leave it there, aaron, thank you very much. Yeah, thanks so much for having me. Don’t you have a great day? I pleasure. Aaron bradrick, senior counsel at the non-profit and exempt organizations law group, she’s at aaron bradrick, and the firm is at neo law group dot com, and her boss is jean takagi at g tack. So if you want to comment on aaron, all good comments, of course, then you could you contact gene. Thank you, erin, thank you for any happy new year. So long. Thank you again by this year’s border treat with greg cohen is coming up first. Pursuant, they can train you in a thoughtful plan to reach your twenty seventeen fund-raising goals. It’s a. What they have is basically a map to your best prospects. Strong relationships. It’s, a four week webinar, siri’s there’s one a week, and it’s called fund-raising like a boss. I’m going to skip the kick reference this week, not that i was asked to skip case germans, i mean, it’s, my show, i do whatever i want. I just i’m choosing not to make the cake reference this week, and this siri’s fund-raising like a boss, starts on january eighteenth, voice cracked again. If you can’t make the live webinars they have you covered, you give access to their archive of each of the four you’ll find the siri’s fundez like a boss at pursuant dot com quick resource is training and then webinar siri’s. We’ll be spelling spelling bees for fund-raising it’s fun philanthropy. I like that philanthropy, it’s corny, but i’m not even sure i thought of it. It’s. All these things are only good when you think of them otherwise, thes puns are distasteful and hated, but if you think of it, you know it’s it’s genius, i’m not sure if i came up with this with a, i’m not sure that i saw it on their site, anyway. Philanthropy. It’s spelling bee plus comedy plus concert plus dance plus philanthropy that equals we be spelling. So that means spelling bee plus comedy plus concert plus dance equals we be spelling minus philanthropy if you move it over let’s change sign, but we’re well, we want to solve, for we’d be spelling, so keep over everything, everything else over on the left side, so don’t move it over so those things equal, we be spelling. Check out the video, the video there. Three minute video explains the whole thing highlights one of their fund-raising events. The video is at we b e spelling dot com now for tony’s take two, all right, i’m wagging my finger a little bit. Ah it’s an occasional admonition that i make around charity registration, which aaron and i touched on. I wanted to say a little bit more about your need to be properly registered in each state where your solicit donations it’s a morass, it’s awful. I wish it didn’t exist lots of people we should did exist, but it does it’s a morass because every state has its own forms and timetables and fees and definitions of what’s a solicitation, whether it talking, email or texting or u s mail, etcetera. So i’m just urging you to stay. On top of it, it is work that i do if i can help you, let me know, but it can be managed internally as well. However you do it, stay on top of it, please, because you don’t want to be the next headline. The trump foundation had a lot of problems with that. I did a video on that bunch of months ago, like, was that october november trump foundations very embarrassed that you don’t want to be the next headline. Stay on top of that and that is tony’s take two got to send live listener love the live love goes out tio, new york, new york, multiple new york, lovett, multiple new york, new york ah, union, new jersey red across the the river’s over there, the hudson river, staten island, new york. Right across the other way, actually, union and staten island. You could get to union through staten island. If you go across the verrazano and then staten island, then you go across the outerbridge, you get to union, so i don’t know if you all do. You all know each other just because you’re connected by bridges and i don’t know, stat now. Is with us, and so his union, the u k is with us. We don’t know which country and uk or it zing gland it is england, sam says, is england? We don’t know the city can’t see it korea’s with us on your haserot but we can’t see your city, but we know you’re with us. South korea always very generous. Thank you. We got hoochie minh city, vietnam and grow now germany! Good dog live listen love also to oakland, california, new bern, north carolina and, oh then go in south into obregon, mexico live listener love to you and the other live listeners podcast pleasantries over twelve thousand now. Yes, it’s the new year we’ve gone from ten, two thousand twelve thousand it’s happened. I’m ready to say it it’s it’s often enough that i’m calling it twelve thousand over twelve thousand podcast listeners each week pleasantries to you. I’m glad you’re with us and there’s affiliate affections to our am and fm station listeners throughout the country let your station no, please, that you’re listening whenever they fit us into your schedule throughout the week, i’m glad you’re with us affections to our affiliate listeners and i’m also glad that i can welcome back greg cohen he’s, a senior associate at cause effective, where he has trained and coached on fund-raising and governance for the boards and staffs of hundreds of non-profits since two thousand six, for over thirty five years, he’s been helping non-profits, including starting up and leading many he’s at greg cause the organization is at cause effective and that cause effective dot or ge. Greg cohen, welcome back to studio. I’m so happy to be here. Thank you. Cool topic. You brought it up to me late last year and i love it because we haven’t focused on this board retreats, border treats this can be valuable if you do it correctly and it could be a disaster if you screw it up that’s, right? So let’s talk about doing it right first they got don’t do things, but but just a little motivation. What can we get out of these if if we do them correctly what’s going to happen for our board? Well, this really fouls well from erin’s comments about shaping. You’re bored with intentionality. This is show has prepared, you know i’m gonna it’s it just happens and it’s beautifully coincidence, yes. So there it was on the menu. Okay, thank you. Start interrupting. So what you can gain if you think about your board is forming a high performing team? A zahren said for many of the things that she talked about, there isn’t time within the typical board meeting, particularly for areas that require reflection like let’s. Look at if our mission is still relevant to the activities of the community that we’re responding to. Maybe you’ve added knew board people and you have members who haven’t really gotten to know each other, like on any team you want people to bond, you want them to have a shared conception of their purpose, and you wanna have some ways of operating together might be the agreement on that schedule, that board calendar for the year of how we’re going to conduct our business, and what do we want to accomplish relative to the needs of the organization? So the retreat is about taking more time to reflect without the daily pressures on those key areas of governance and on how the board should perform itself as a team. Take out the bigger picture all these bigger picture items that aaron was referring to. Absolutely being more strategic and less, you know, in the in the in the forest stuck, and i’m stuck in the woods, right? It can range from how has our community changed other new populations and needs? It could be what changes in our revenue mixed dewey anticipating that’s going to be on the minds of everybody with a new administration in washington. And how do we get ahead of the possibilities and plan in advance and planning in particular as a governance function is best done at a remove from the monthly board meeting where you have a lot to accomplish in the agenda? How do you like to do these offsite weekend? How long? Give us a little flavour for right? Well, so it all depends, of course, on how much you want to accomplish and the availability of of your board. Ideally, i would say offsite someplace nice, relaxing that supports the conversation and people can into relate comfortably and there’s room for breaking out in smaller groups weekends, because that gives you blocks of time and i think it’s hard to do retreat in less than half a day. And many retreats actually go a whole day. Some organisations are extraordinary and devote a saturday in a sunday to a retreat. That’s a little unusual, but i think the more you remove it from the day to day constant context, the more you’re going to encourage people to interact and think differently. Okay? She liked to see a weekend day, right? You’ll also avoid people calling into their office checking email, you know, i mean, they you know, yeah. There’s. More of those distractions. You can control the circumstance of the meeting. That air offsite, it’s. Just a wifi ofthe exact it, of course. Those other access, but okay. All right. So what you want fairly distraction free, right? I mean, this is important. This is important time. Okay? Of course. That’s also going to depend on budget you have to spend for this. Maybe a board members home. Have you seen that? Can that work? Yeah. First for a relatively small group that can work very nicely. Okay. If there’s place tio sit around and actually deliberate, you need something like a conference table set up, but home can work very nicely. First board on the smaller side. Okay, okay. Um this, uh, could have some value around orientation for new board members. How we hardly fit that in? Yeah, absolutely, from okay, a number of perspectives, usually during a regular board meeting, there isn’t time to set context for the items under discussion. A retreat allows senior staff and bored leaders to explain a little history to put an issue into into context for new board members so that they get a better map of the environment in which the non-profit is working. Secondly, it’s really important that board members get to know each other on a social basis and interact, particularly if they’re deliberating on hard issues. It’s really good if you’ve had the chance to talk to someone more informally, you know, a little bit more about their background, what they do about their family, personal time, that makes for a stronger team, and you want to build team building activities into a retreat to make sure particularly there’s integration of those new members into what might have been, you know, a pretty cohesive group beforehand. It’s hard for the newest person to break into a club where everybody seems to have special knowledge way don’t have to do ah, walking over hot, broken glass. I love that you do? Yeah, i’m talking about what is it like? It was drew people to our board. What am i doing wrong? No, but i mean there’s, no question, a cohesive team. And you want to have interpersonal relationships that go beyond the business that’s conducted in the two hour board meetings every however often month, quarter, whatever you want to get to know each other exactly. And that’s one way not everybody is very forward and offering their opinions to establish some safety in the room for a really meaningful discussion of an issue. If i don’t really know how i’m going to be received by the person across the table haven’t built up trust, i’m probably going to be a little inhibited, particularly as a new boardmember from from knowing that i can speak my mind. Yeah, comfort with comfort level with that. Is there any favorite exercise? You have that the around team building and he, uh, like you play a little game? Yeah, all the classic ice breakers that involve won a lot of interaction between the board members and to some revealing at revealing some. Aspect of someone’s personal life that one wouldn’t ordinarily discover in the board introduction. I cross dress, you know, friends. Exactly. Exactly. That could be something. Could be a great accomplishment. I want philip boardmember to know exactly. Okay. Alright. Eso bringing drawing people out of right there. Business. And what do you do for a living and having them seeing in their full personality? Not just there. Jacket and tie image at the table. Okay. Okay. Um, let’s. See what else? What else? What else could we could we do around these do in this? Well, so retreats offer an important opportunity to develop leadership among the board, and we think planning is really important. So i know when i was an executive erect the first time i did a retreat, i waited too long. And then i realized g i need someone to run this. And the week before, i called someone who was a facilitator and said, can you run my board retread on saturday? And he said, well, what do you want accomplish? And i said, well, that’s, what i’m hiring you for and i really i recognize how unfair that was now that i look back. Because with a good border treat, you think you you wantto builds a common idea of what you want to accomplish during the day. So we like to form a planning committee of board members and staff and then a sine preparation roles so that many of the board members, if not all, get a chance to lead a part of the discussion and ah, shared leadership. Yeah, exactly. And that models the kind of back and forth and deliberation that you want to teach your board meetings. So this is a chance in a plan fashion to say each of us can have a role in guiding the discussion among our peers. So, like you rotating facilitators, friends, well, it might be on topic. So you have each chair, the chair of finances going toe provide an overview of how we did last year in finance and what the challenges are coming up in this year and that might be heavily supported by a staff person. But the key thing is it’s a boardmember who’s articulating it and the message below the the direct messages each of us can master this you like to see a facilitator? I was ah, instead of the board chair running the retreat, you don’t want to see that. I’d like to see every member of the team be able to participate in a full way without having to do that facilitator role of kind of looking down in saying how’s, this whole group interaction going that’s very demanding. Okay, we want full participation of the executive director and the board chair in discussions and save them from the facilitation role. Okay, facilitator is an outsider. It could be i mean, sometimes for the staff person broke, you know? Could be yes, it could be a fourteen year old like me. Okay. Ah, of course we a cause effective love it when people hyre outside facilitators. But if you had it a skilled staff person but that person could play that role too. I usually for the team building. If i’m working with an organization that uses that in their program, i have a staff person coming and running exercise like the ones they run with their clients. For instance. I see. Okay, we’re going out for a break. Greg and i are going to keep talking about this year’s board retreat on. Ghost. Gonna ask him to talk a little about what cause effective. Does stay with us? Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation. Top trans sounded life that’s, tony martignetti non-profit radio. And i am his niece, carmela. And i am his nephew, gino. And i am the doting uncle brillo head sometimes called tony, at least over the dinner table. Um all right, i want teo, have you explain what cause effective does greg as consultants and non-profit itself? Because it’s an outstanding organization, i refer people to you when they ask questions that they and they need help that that i can’t give, i refer them to cause effect of what you people doing over there? Great. So first of all, we have been around for thirty five years, as you say, we’re a non-profit but were organized like a consulting firm and that we have specific engagements with clients, and we work together to find a way to fund that our focus is primarily on helping groups learn how to be more effective fundraisers in the area of relationship based fund-raising so not so much grantspace ship from government or large foundations or large corporations, but more that one to one kind of fund-raising typically when on organization wants to start raising money from individual donors, and that hasn’t been their emphasis, because maybe they got most of their funding from government of foundations. Now they want to diversify, they didn’t recruit aboard for that purpose and the board is saying, whoa, that wasn’t in our contract that’s when we step in and starting from where each organization is paint the dance steps on the floor that lead them to becoming effective in reaching out and building a sense of community among perspective and other donors that’s the most common type of referral that i’ve sent to you is someone is basically asking, how do we get to the next level? We’re all event driven, and we want to have individual donors, how do we do it? I send them to cause effective great. The other area that relates particularly board retreats is that we think boards are the vanguard of that individual relationship based fund-raising and the best motor motivation for a boardmember to go out and fundraisers to be is to understand the needs of the community and the mission and be driven to raise money. So the group has the resource is to fulfill that mission in the fullest way. So to do that requires really connecting every boardmember to the conception of the potential for the organization to realize its mission if it found the resource is cool. Thank you. Talk to them that you you do. You only work in the greater new york city area were primarily focused on new york city region because our work involves a lot of coaching and being in place. We like to say we embed ourselves with a client. So were present at board meetings that staff meeting staff trainings and there’s. A lot of trust building. So the work has tended to be done best when we are local within the tri state area. Okay, i don’t know what to say for the rest of the country. There are there are we do go out and speak and share our methodology at national conferences. Okay. Everything from the junior league. Teo bi annual conference for social change. You also have an excellent newsletter that i get that julie levine, the executive director, puts out. So, you know, you can sign up for the newsletter. This is all you’ll find. Because if that door okay, exactly. All right, let’s, circle back to the border, treat staff roll what’s the staff role in supporting this. You mentioned they might. They might be facilitating or maybe not facility, but leading cem. Session more supporting the board members to do that to lead those sessions. So i think staff always in relation to board is providing the legwork and context to board members to carry out their governance work so it might be collecting data and might be helping the board members identify what are the most important issues to be discussing in a retreat. Now, particularly exactly the partnership between the executive director and the chair is is always key. But you know, the development director might work with the head of the fundraising committee to say, what is it that’s going to be most helpful to emphasize? To get the board members particularly jazz for fund-raising in the coming year or get him ready for the gala are whatever are the key challenges in each area of governance for the year in the appropriate staff person who provides support to the board members in those areas, i will say, generally speaking, most board retreats on ly include senior staff there. Ah, sometimes there’s a portion where there’s joint board staff as portion of a retreat but really, i believe boards need their own time, so and their own focus. Oh! I’m not in favor of bringing in a lot of staff to a country of their own retreats. Or they might come in for a session exactly on dh, support that somehow and then depart. Yeah, that shouldn’t be here, right to have staff come in and talk about successes in their programs, to give boardmember sze in a nice taste of mission and to get to know a key staff person better even bringing a client for that purpose. But they come, they do their piece, and then they leave. Okay, okay. If we do this on a weekend saturday or sunday, do you like to see a dinner afterwards? Should we be asking people hang around for dinner or are people more likely to just leave when the business is concluded and not stay for the dinner? I i’d like to pull the board because if you have a board that has young children, for instance, they’re the boardmember probably less eager to skip dinner with the family on a weekend. If you have a board that’s older, they may be willing to devote more time and it’s lovely to have to finish with wood dinner together that i said, check in and see what the majority of the board feels. Okay, okay? You have some ideas about things that we want toe stay away from things teo avoid in our in our retreat buy-in you don’t want people doing a lot of reporting when that stuff that they could be doing in a regular meeting, right? So that’s a tendency to say, alright, this, as i say, we want to bring people up to speed and be on the same page, so we’re going to say the same thing to all of them in the room, but what happens is that they sit as passive recipients of that information, so better as you say, provide a report and then figure out how to structure a discussion that that brings in the latest information that you want people to absorb but make them do a little reading and then use that information in deliberation during the the retreat, i will say there’s an exception, there’s a portion of it of a retreat where providing information is appropriate, which is if you’re training for a new skill. So aaron mentioned more you mentioned providing the ability to read financial statements or something for us it’s typically fund-raising techniques like doing a practice, ask for money or practicing an elevator speech where there’s a piece of training involved and we’re really conveying information that’s appropriate for retreat, but for bringing people up to date on the daily activities of the organization. Save that for report and use the time when you’re reporting for the bigger stargazing issues. Okay, you also want to be judicious about what you include so that you’re not packing too much into the day and nothing gets adequate time. Exactly so ah, common issue is we didn’t do strategic planning this year. We need to get the strategic planning process done when we have everybody together, because we’re not gonna have together again in a room for five hours for the rest of the year, so let’s do fund-raising governance, strategic planning and, oh, by the way, we’ve got a bunch of other governance things that we didn’t do, i’m going to put it all, and then people feel overwhelmed and they don’t take away the key lessons well and everything. He’s done sloppy then examine those air such big issues, any one of them could could be a five hour planning planning session. Exactly. Okay, so so you got a pair it down to just a couple. So everything gets the attention that that’s, right? And i think some key years, their touch on touch on mission, touch on fund-raising touch on how the board is functioning in its overall governance, and then you can pick some issues that are specific to the group to focus on, even have a guest speaker who relates to ah, the area of mission for part of it. And the thing is to keep it lively, have it very participatory. I like to say a successful treat is one where people are disappointed that the day has come to an end and they say, why don’t we do this more often? Cool. Let’s. Wrap it up. We just have, like, thirty seconds left. You like to see good food? Absolutely. And wine to have wine, not overload the end. Yeah, absolutely wanted to paint at the end to celebrate the success is no that’s cool. Yeah, yeah, but if you’re bringing piela people giving their time on the weekend, you want to reward them with a with a pleasurable experience. No booze at lunch. Great going, senior associate itcause effective. You’ll find him at greg cause and again, the organization is cause effective and also at cause effective dot org’s. Thanks very much, greg. My pleasure. Good to have you back next week. Digital inclusion furthers your impact and your annual grants plan it’s with diane leonard. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com. A creative producer is claire meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by susan chavez, and this music is by scott stein of brooklyn. Thank you for that, scotty. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and the green. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card, it was like it was phone. This email thing is fired-up that’s, why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s, not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for March 4, 2016: Date Your Donors

Big Nonprofit Ideas for the Other 95%

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

Crowdster, online and mobile fundraising software for nonprofits. Now with Apple Pay mobile donation feature.

Get Nonprofit Radio insider alerts!

Listen Live or Archive:

My Guest:

Jonah Halper: Date Your Donors

Jonah Halper is author of the new book “Date Your Donors.” He wants you to enjoy the full breadth of fundraising relationships. He’s founder and partner of Altruicity consulting and he’s with me for the hour.

 

 


Top Trends. Sound Advice. Lively Conversation.

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

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

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

Get Nonprofit Radio insider alerts!

Sponsored by:

Crowdster
View Full Transcript

Transcript for 279_tony_martignetti_nonprofit_radio_20160304.mp3

Processed on: 2018-11-11T23:38:55.040Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2016…03…279_tony_martignetti_nonprofit_radio_20160304.mp3.675575729.json
Path to text: transcripts/2016/03/279_tony_martignetti_nonprofit_radio_20160304.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with five grossing alvey a lie tous if i drew a breath to hear the words you missed today’s show date your donors jonah helper is author of the new book date your donors. He wants you to enjoy the full breath of fund-raising relationships he’s, founder and partner of altruicity consulting and he’s with me for the hour on tony’s take two, the non-profit technology conference and ntcdinosaur live are you in? We’re sponsored by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com so glad to welcome jonah helper halper halper back to the studio has been a guest before his new book is date your donor’s he’s, a non-profit marketer and fundraiser with over ten years of experience specializing in new donorsearch acquisition and engaging gen x and wires he’s, founder and partner of altruicity consulting they’re at altruicity dot com the book is that get your donor’s dot com and he’s at jonah helper already chuckling. Yeah, welcome. Back to the studio. Welcome back to the show. I haven’t thrilled to be here. Thank you so much. Talk. Good to see you. Good to have you here. Um, congratulations on the book. Thank you. How did you get to the concept of dating and donors? So i started doing ah, training fund-raising training a couple of years ago. And i just found i started using a lot of dating analogies that was very natural on daz. They started tio go down that rabbit hole of discussing, you know, how fund-raising is is akin to relationships in courtship, in attraction and things along those lines. I started to think about about my career as a fundraiser, and i noticed that there were even even the people who, you know, classically trained in fund-raising and, you know, had the experience. Some fundraisers were unbelievable at the craft, you know, there’s some fundraisers who, you know, we’re okay. They’re mediocre, or they were just, you know, kind of putting in the time. And they’re doing the kind of the best breast practices of the business. But there was a clear line between those who were the born fundraisers or seemingly born. Fund-raising and those who weren’t and i started wonder why that wass and it wasn’t something you would able to see in a resume, it wasn’t something that was just, you know, you can look and see their track record and see why that was the case, it was experiential, like i would interact with these people, and there was there was kind of like an use of cool, like, it was just like you would be around them and you would be, you know, wanting to be around that would be attractive, and as that started to take shape, i started teo kind of more put, ah, structure around it to say, what is it that those type of people have that makes people want to be around them as a fundraiser or as just a human being? And, you know, one of the interesting kind of correlations i found was it was very someone of my high school experience, which is you weren’t you were you were not so cool in high school, i wish i was on the other side, but no, you know what it was is i went to a boarding school, all boys, tremendous. Amount of testosterone. And basically, you know, the need and the desire to be on the in crowd was the most important thing to make. Yeah, i spent so many waking hours just trying to figure out the chess moves that would take me to be in the inner circle. And what it did is it drove me further and further away. I became like the hanger on on. I thought i was i thought was a cool guy. I thought i had, you know, certain skills. I thought i you know, i was in a terrible ballplayer. Like the things that were important to high school boys. I was a terrible ballplayer. I i got my my varsity letter in announcing oh, as one step below cheerleaders. Annan varsity letter ship. So, i mean, i dealt with these things with a sense of humor and a nem barris ingley. A large number of times. It would more be people laughing at me then with me, right, which only, which only further perpetuates that downward spiral. Yeah, three guys, a joker reason he’s the jester. But he’s not, you know, it’s. Not even always laughing with them. Like i said. So all right, so i dealt with it. That was my athletic outlet was announcing right there and managing rights to carry soccer balls on and off the field. Make sure nobody was on the bus on time. So you’re announcing a managing in-kind of, understandably, why you kind of self selected into certain kind of career right now. I’m announcing right for myself. Exactly. I’m not shepherding a bunch of high school kids on a bus on then announcing touchdown, thie irony. The irony is i knew any i still know nothing about sports, right? I mean, i have trouble distinguishing football from baseball. Well, so have a great fundraiser is that you can talk intelligently on any subject for about two and a half minutes. Lord, help you. If they want to have a deeper dive in town. Well, two and half minutes they’ll be laughing that will be actually laughing at me. But i football is the one with the field goals, i think. Yes, yes. Your baseball has the three pointers. No, basketball is through your basketball to report. Okay, so so the irony was, you know that there’s somebody whispering what? What to announce? Almost exact my ear. Oh, that’s got a touchdown. Touchdown number fourteen that’s? Uh oh, yeah, here he is, steve berman, who was a friend of mine. I couldn’t remembers number, but that’s how i dealt with my awkwardness and snusz so? So where i’m going with this is is that i found there were certain kind of character traits of that of that high school kid who seem to be the center of attention. And then i found that things don’t really change from high school things like, yeah, i know i don’t i hope i’m in outlier and that in your theory, i’m an aberration. We’ll know what it does is it way kind of grow into a lot of the things that we are lacking in high school high school. You’re just naturally you’re trying to figure yourself out. There’s not necessarily that the confidence there, you know, there’s a discovery that’s going on there. So it’s not a natural thing for you kind of say, this is who i am, these with skills i bring that confidence that’s kind of grown over the years, but that what i’m alluding to when i’m i’m kind of referencing now is the fact that confidence and clarity whether whether it’s real or not on the high school level, right, that perceived confidence is something that people are attracted to the fact that you say i know who i am, i know what i stand for this is what, whether for good or for bad, this is who i am, people want to be around people who have that who have the kind of that confidence say this is what we stand for. This is what i’m excited about. This is where i’m headed, and i want you to join me and confidence and clarity or a couple of things that were going to talk about yes, because as you’re suggesting, those are traits of good fundraisers, those those outlier fundraisers that are at the at the high end? Yeah, absolutely. Okay, cool. Uh, what’s. So why don’t we go out a little early for a break right now? It seems like natural place and we come back, we will will dive into the details of date your donors stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month, tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. Jonah helper, my guest, we’re talking about his new book date your donors. You want to start with authenticity and so this’s where i was not so authentic in high school, but i believe i’m much more authentic now, but sure, authenticity a great trait for fundraisers. Yeah, you know, it’s it’s interesting, because when you are in the business of raising money, you’re interacting with a lot of people who are high net worth who travel in certain circles, have a certain lifestyle, it’s easy to kind of pander to them and try to say, you know, i want to be on the inside so i can get money from them. That’s the kind of at the perspective especially young fundraiser has is how can i get into this? This network? And what i was when i mention before and when i think, applies when it comes to authenticity, is and also packaged in the non-profit, you know, jargon of mission envision, the idea is that you should know what your folks what you’re standing for there is a few of my jonah helper and working with a special needs charity, and this is my my job and my mandate and what i’m raising money for. I’m not jonah helper, mr country club. I’m not jonah helper, mr poker player, you know, hanging, hanging out with with these individuals, they may become friends and that’s fine, and they may become my network, but i’m coming to them not underneath the guise of being a buddy of being one of their friends, just being part of the network, but rather i’m coming through the through the lens of my mission, what i’m in the business of doing, where i’m headed with this, what i hope to accomplish with my mission and how these individuals can be a part of that experience. So in a way, authenticity is not me trying to fit into their world, maur them trying to fit into my world, and and that requires me not to be focused on myself, right? And i know what i am, what i stand for, but rather interact with them and then hopefully they see what who i am or what i stand for, that authenticity, what i’m really in the business of doing, and they’ll gravitate today. And they’re hopefully attracted to it, right? Not metoo them but them to me. So let’s, break this down because you’re talking about authenticity of the person and also authenticity of the organization cracked. All right, so let’s, start with the person. This is where we get to confidence, you know, you you want yeah, yeah, you just don’t want people to be molding themselves to what they think, the donor that they’re meeting that day or that our wants them to be right. But be true to yourself. Well, they’ll see right through that in there is if you’re the type of person who’s going to be mike mission creep like, you know, you know, i may be the business of doing this well, but you’re excited about that. Well, let me chase you down there about you know, about that that i know what i’m in the business of doing this is who i am, what i stand for that person’s a hedge fund, you know, man or woman, i am a fund-raising professional for this organization. That’s what i do know this is who i am and what i do if the if the stars align and they’re interested in what i’m doing, they’ll support it. If this is not of interest to them, it is not a priority for them. If it’s, you know, not meant to be it’s not meant to be, but the moment i start chasing people down there, then i’m effectively being that kind of aggressive door knocker to say, you know, give, give, give me, me, me, i i and that’s why i don’t want to be playing now, but what about when you get into situations like you’re meeting with a donor and we get into a political conversation or something religious? You know where your yours the stars are not aligned with theirs, you know, maybe you’re different political spectrum different into the political direction, then they are. How do we how do we stay authentic? So it’s? Interesting, because i’ll give a kind of ah kind of case in point, you know, there’s some people who use social media where there’s like a clear demarcation line between the personalizing, the professionalized we’ll have this is my missing my business account like this is my business facebook this is my organizational facebook presence on this is my personal place. Facebook president and never shall the twain you know me. Ah, that that is not my approach. My attitude is my my priorities, my belief system, you know, what’s important to me what i don’t think it’s important to me is as much ah factor in my relationship with these individuals than than anything else. The fact that may not agree with me politically, or the fact that may not agree with me what it is, then that’s that’s their prerogative. But at the same time, it’s nothing to do with the mission vision might cause i think mature people can make that clear separation between what is relevant, teo, the supporting whatever the good work that i’m doing other educational, humanitarian or are you know, whatever it is as and what jonah helper you know, does on his on his free time now, there’s importance of someone being trustworthy and having credibility and respect and you could ruin that by what’s going on in your personal life. So there is absolutely a certain amount of of measure that goes into what you’re doing. Discretion, yes, absolutely absolute discretion, but because people look and people see and if you want them, if you want them to give you their money and to trust you with their money to accomplish a certain good, if they think that you are not a trustworthy person because of the way you live or your reckless in some way or form, then that obviously is going to hurt you on the business side. But i think that things that are whether it’s politics or religion, you can agree, be respectful and you can agree to disagree, and i don’t think that will bilich deepti be a deal breaker. In fact, what i find is that when people know jonah helper father for jonah helper, you know his religious level or his political involvement that just shapes me as a person, and i find that the people who have become fast friends within become my donors are people who become friends and in a bigger way than just, you know, thank you for your check, and i’ll keep your loophole. You’re good how the good work is, you know, play out it’s, become more friends, i think a good example that is, when i had, you know, a couple of my last children i would get presents from some of my donors because it was clear that i wasn’t just fundraiser was shown a helper, of course, you know, help her father. Father, you know so that yes, there’s, of course, abounds there, okay? And i see that playing more now in our presidential election year i politics come up more in conversation that with donors, potential donors, when i’m with clients, then you know, then even just six, six or eight months ago, if you’re too highly spackled, like if you’re like, you know what i mean? Spy eyes like like mr clean jeans. There’s no there’s, no depth to you. Outside of your job, people are not going to find a way not going can connect with you, there’s not gonna be that human connection because your justice, you know, thomason ah, doing the work of your organization and you’re not a human being. So i think i think those other things that add flavor, not color and deep in the relationship, obviously again, with certain amount of discretion depends on how you live your life. But but i think that’s so important people realize who you are as a person and even not just as your you know, you mentioned social media, but just in conversation, you know, you don’t have to be the raging donald trump or bernie sanders fan. You could be respectful of the other person and say, you know, you know, o r, you know, maybe you don’t even need to in a conversation say what your aspirations are and who you hope will win just oh, you know, okay, yeah, he’s cool or hillary’s lullabies finite, you know, matt, i see points in her, and most people are not going to say who you stand, who do you want? You know, they’re not going to challenge that way and that’s another thing also is that when there is a conversation where you want this is that you have a position or you feel strongly about something, i think that if you’re open minded person or healthy person, those those conversations can be interesting without devolving into, you know, for violence. So i think i think that you could you could have those conversations and just by virtue of the business, you have those conversations because you could be at a country club, you can be on the golf. Course, and you’re not talking business for ninety percent of the time you’re talking family talking politics, you talking religion and time all the things that everyone talks about eso yet you have to be kind of present and in that experience and be really yeah, and you want to get beyond the small talk? Yeah, you make the point and get your donors, you know, we’re looking for common ground, so we start conversations often with the weather, right? Because everybody shares that, but, you know, if that goes on for more than, like, a minute and a half, i start to get antsy, right way got to get further than the weather and they know why you’re there like there’s, no qualms that the reason why you’re in their offices because they talk about the mission in vision of your organisation, what you hope to do and why you need their money. So it’s it’s not like you pulled the wool over the eyes, we’re talking, you know, baseball and the next thing you know, we’re talking money. They know why you’re there so it’s just a matter of of guests making the connection, finding the connection, whether it’s through friends, your common connections, whether it’s, tio shared interests, whatever case maybe, but they’re expecting the having a deeper conversation about what you’re doing, and they respect you for what you’re doing, you know, this is that was this is the business that you chose to be in your raising money for a worthy cause and making wonderful impact so there’s nothing to shy away from its not fund-raising is not a dirty word here a lot of these traits, but all of these traits or that you’re seeking in fundraisers, can’t be hyre ascertained from a from a resume, and you mention this in the book, too, that that, you know, it’s a personal business, you want to meet people before? I mean, obviously it’s going to be a personal interview, but but you don’t find resumes, a very valuable tool for recruitment, basically, what i’m saying, right? I think i think in general you’ll find word of mouth is always the strongest, you know is whether you’re looking for new business or whether you’re looking tto find their best people. Companies around the world have wonderful policies where there’s incentives if you refer people to the company and they get a job there for existing employees. There’s a reason for that? Because if you’re willing to put your reputation on the line to bring someone in who you think would be a good fit for the company, then that then that person has a better chance of being a good person as opposed to just another resume and an inbox so there’s absolutely value ah, stronger value and sitting in front of somebody and interacting with them on in a real way to be able to determine if they’ve kind of got the personality and and the kind of the gumption to do the work and do the fund-raising i needs to get done that you will never be able to get by just looking at a piece paper. How poised are they right? Right? I mean, you might think, well, you know, the interview is an artificial, um, environment and there’s high stress, you know, for the interviewee, but so is fund-raising mean, if you’re meeting a donor for the first time, that’s a bit of high stress, a potential donor for the first time, actually, if i could show a quick story that i think way don’t really care way stay in the abstract. I don’t know i love no, we love stories all right, so it’s interesting, you say that you know, it’s high stress experience interview process. When i got my first job, i met with i want to like a job fair, for it was for the jewish federation system, which is like the united way for the jewish community, and it was a national it was the national umbrella organization that hosted this job fair, and there must have been twenty different cities represented the had their own local jewish federation, and i went to this Job fair is super green 20 year old kid, i did not even know what i was applying for. I was like, i want to help the jewish community that’s all i knew, i didn’t know fund-raising know anything on i start interviewing for all these jobs called campaign associate? I thought political campaign no, no campaign means fund-raising so i didn’t know that when i was interviewing, but i’m all the interviews that i had, there were what you’ve described grilling me, you know? What would you do in this scenario? And then you’re at an event and this happens, you know, a lot of that kind of stuff, and as someone who is new, ah, that was jarring. I didn’t. I didn’t know even what to proud of process that what the right answer was this is the wrong answer. There was one organization there representing one federation there from baltimore, maryland, with who ended up becoming my first boss kind of ruin the punch line there, but he didn’t ask me any questions about fund-raising or non-profit what would you do in a difficult situation? Not none of it. It was what books do you like to read? You like wwf wrestling or is a lot now. It was all of this random stuff, and i sat with him for forty five minutes and we just, like, talked and at the end of the forty five minutes there’s, like, all right, we’re done, and i was totally confused because especially in context of all the other interviews that i just had, this one was like like he was like, wasting my time. Yeah, i got to call backs. He was one of them and i ultimately went to baltimore ended up starting my career in baltimore for three years there, and i finally mustered the courage to ask him, obviously, once i have the job because i want to, you know, scare amount of hiring me, i said, you know what? Why did you hire me? He said, you have a nice smile, you carry a good conversation, the rest you’re going to learn on the job, and that was very powerful because that was him sitting across from a and saying, is he a nice guy? Does even nice smile? Is he? Is he great interact with? Because that part is harder to teach the art and that’s the part that you master that from high school is a part that i like god it’s trial by fire? Exactly. I got that out of high school, but that was something that was a lesson that i’ve taken with me since then to know that you were a you hire the right person not to fill a position where a lot of the other ones were, they were looking to federals phil position, and they’re trying to determine my skills if i was good for that position, but rather, he said. Here’s a guy who i think has potential, i’m going to hire him, and i’ll obviously augment the position to be right for him and b he was looking at me for my potential here’s somebody on dh what i was able to present on the emotional and the human side, the science of how to go out there and raise money. I had no doubts. The twenty year old kid you could learn. What? Do you like it? Yeah. Outstanding. So so you had clarity. You were you were clear about who you were. You exuded confidence, no doubt and and and led to the hyre. Yeah. Okay. All right. What are the traits? What else do you like to see in individual fundraisers before we get to the this clarity of organization around mission and things like that? What else do you like to see in a fundraiser? So, obviously, you know, one of the one of the most important ones is, you know, and they often they they even say it on resumes on a job. But descriptions is, you know, self starter. But i want to dive a little deeper in that idea of being that. Kind of entrepreneurial person to get out there and create new relationships, because when you are an entrepreneur, whether you work for a big company organization where you are on your own, a fundraiser is somebody who has to build their own network. If you’ll come into a new city or a new organization, you’re not necessarily hopefully you’re not just picking up the dozen are one hundred donors that already giving you’re going out there and raising new money, and that requires you to be a self starter to say okay, where are these people who would be interested in supporting this cause? How do i get introduced to these individuals? How doe i interacted them? How do i stay in touch with them? And all those kind of skills require you not sitting on your couch. Ng ng bon bon. Sorry. If that’s your approach, then it’s not gonna work if you want to be sitting behind a desk it’s not going to work. You have to be somebody who enjoys the thrill of going out there and and making those contacts. So that’s that’s one of them, you know, main things that i that i look for. Somebody who has that kind of drive to kind of get out there and make it happen as if you’re building your business because you aren’t your house, you’re building your network, your own proverbial roll independent for your business, it’s for the good of the mission. Exactly. Okay, all right. So let’s go to the organization side being being clear and confident on the organization side because we want to be successful in our dating relationship with our donors. You want teo clear, clear statement of mission. Somebody like you. Like, eight word mission even right? So that’s a lot. A lot of you know, the consultants who will help the organisation shape their mission. It has to be concise. It has to be super concise. You know what you could share with somebody on one floor trip up in the elevator? I it’s really what? Who are you? What? What? What’s the organization. And if your job is to tow and malaria deaths done, we’re in the business of ending larry desk. You’re not waxing poetic about how you’re going to do it and buy what deadline you just want to be able to say? Mission is what? You’re in the business of doing so, you should be able to clearly say, and like you said, you know, eight words or, you know, one sentence, this is what we’re in the business of doing. The only thing you might claire, qualify it with maybe his location like right ending malaria deaths, west africa, right? Right. That’s tied to your containers? Yes, exactly. If you if you are central africa and that’s your job and that obviously is in their mission statement. Absolutely. But again, it’s not going on about, you know your values and the vision for this it’s just clearly what you’re in the business of doing. What cycle? A sip of water. Because it looks like your first thing. Andi, i will suggest that we talked about so the mission you have some examples of missions in in the book. Remember buy-in charity water is very brief form. So i’m obviously a big fan of charity water. They bring clean water to basically to the people in africa and, well, it’s interesting. They limited to africa. It it’s a whole nother conversation about the scope of their vision. Ah, but they do of many, many different. Villages in central africa. I’m in some other areas as well, but basically they are fund-raising organization and the fund water projects on the ground, so they don’t actually drill themselves. They have organizations on the ground doing the drilling, but they are a fund-raising organization that funds those those well projects, and they’re one of the organization has a very concise mission statement. Yeah, a lot of them dio i’m trying to think it was you referred to certain certain one in particular, you know, just that was one example, right? You cite some in the book, so people have to buy the book way. Can give the whole book about paige, expect there’s only non-profit radio. This is not proper radio. Should expect you should have high expected. Yes, but we can’t bring you all two hundred rich pages. Yes. Date. I would have come with a list of the mission statements prepared. Dahna. Okay, um, after mission, we’re moving to our vision. Yes. Now we’re getting a little more detail. Yes. So so. And when you talk about vision, obviously i’m doing it through the context of dating and relationships. You know, vision is where you’re headed. So when i talk about dating when you’re dating for a purpose, right, you’re looking to find somebody who can spend, you know, whether it’s rest of your life with our meaningful part of your life. The idea is to find somebody who wants similar things is you, you know, using the dating analogy, do they want to have children? Do they want to live in the city or the suburbs? Do they want to be, you know, primary breadwinner, both, you know, both working whatever the case may be, but these are important conversations you have when you’re dating someone seriously. Where we headed together is unit because if you’re not on the same page of one wants children and it’s important to him, and the other one doesn’t want children that’s probably a deal breaker, so so, you know, the correlation to fund-raising is that i discovered that in my first marriage oh, there you are, bring i could bring some case study in on the way outside our competition today, vice to se eso eso eso when i was so when you’re when you’re doing the fund-raising business being the fund-raising business and you’re and you’re looking to get someone to support your cause, you’re not supporting your cause for what they are. It is now right? You’re not. We’re break. We bring clean drinking water to central africa. That’s not the case. That’s gonna get someone open their wallet, what’s going to get them to open the wall is this is where we are now, but this is where we’re headed, and if they buy into the idea of where you’re headed, then they’re going to support you. So if they like, if they see that vision of your organization is the white picket fence with the dog and the tire swing, then they will support you. They’re not here to fill holes or to cover your gaps in your budget. They want to know that you are a viable organization and you have some great things in mind, and you’re headed in their group great direction. So that’s, what i talked about vision and through the dating perspective is the idea that you’re selling somebody on where you’re headed, okay, where this relationship with right shows that it is going to go okay, i hang out because i have to talk a little about pursuing through sponsors our show and you and i’ll catch up in a minute or two pursuant you’ve heard me talk about one of their cloudgood aced tools, velocity made specifically for gift officers to keep the gift officers on task. Now i recognize the gift officer might be you. You might be the ceo, and you’re the director of development. All the more reason i think, that you need to check out pursuant and their tool velocity and all the more reason that you need technology to be helping you in your day to day because you’re wearing so many hats. So whether your gift officer in a large organization that’s got a half a dozen or more or your ah solo shop or somewhere in between, you know, you have to be using technology smartly, and velocity is one of those tools that can help you. It was originally developed for pursuant consultants to help their fund-raising clients, that’s another thing that pursuing does is fund-raising counsel, and it was originally developed as an internal tool for those pursuing consultants. They realized its value, and so they’ve made it available. You can get the tool without the consultant, you don’t have to have the fund-raising consultant you can use the tool that they’re using and get that value so you know, it’s got the analytics is the metrics, and it keeps you on task in you’re fund-raising so you know, if you need to raise more money, velocity can help you do it and there’s all the info about velocity at pursuing dot com now it’s time for tony’s take two the non-profit technology conference is this month coming up march twenty third through twenty fifth in san jose, california. I hope this is not news to you. You’ve heard me talk about it before i hope you’re going to be there or if you can’t be there subscribe subscribed to ntc live, which is the live audio stream that yours truly will be hosting for them. This is an excellent conference, it’s my third on tc getting interviews for non-profit radio third time i’ve been there, it’s, just a bunch of smart people that can help you use technology mohr effectively in your day to day pursuant is going to be there, they’re going to be right near me. I’m going to be on stage hosting this ntcdinosaur stream pursuit will be there, and you could check them out there, too. Um, it’s, all at ntcdinosaur, sorry, and ten and ten dot or ge, and also have info at tony martignetti dot com. And both places will have the the schedule of people that’ll be interviewing. And, again, those interviews going to be on anti seelye, ve the stream. And then also, of course, they’ll be on non-profit radio in the coming months. Okay. Jonah helper. Thank you for your indulgence, sir. Hey, you do you freely with ntcdinosaur provoc technology? I actually attended. Not last year, the year before that. And it was amazing. There was. Yes, it was. I had a first. All they had, like, big band on stage. You’re talking about twenty fourteen. It might have been twenty. Forty, right? Yeah. I had a fantastic time. It was. And it was in california. It was in san francisco that year. I loved it. I mean, they were great. The organizer’s there were fantastic. Yeah. Okay, i think i was twenty thirteen. I was a twenty. Fourteen. Was my first one there in washington, d c okay, so they alternate east, mid and west sametz been so close to twenty three years ago. Yeah. It’s a it’s. A lot of smart people. They had a big band on stage. It was. I mean, it was heaven enchantment, and i was like, well, i wasn’t expecting that. Andi conference in general gave me that kind of flavor. It was with the sessions or great, the people in the hallways, you know, i always love the hallways, the hallways of the best. Because when you you always meet the best people in the hallways, sessions are good because you can hear the training and they’re in their and the great sessions, but there’s, nothing better than being able to just bump into somebody and find out they’re doing amazing work, and it could be a small church in virginia, and they’re doing phenomenal things that you could apply to your organisation in some, you know, specific instance, i love that, yeah, that kind of randomness on dh and the ntc, the non-profit technology conference did that for me. We were talking about your organization and and its mission and vision statements, and you also want, you know, you want organization to be clear about who their primary customers are and not two morph into something that you really don’t belong doing or being with or, you know, again being true to yourself being say more about that. Yeah, so so, you know, let me get a good story that i heard from my friend nancy lublin, who is the founder of dress for success and was then chief old person of do something dot orgryte, which is teen engagement, so the fact that she was, you know, not a team made her the old productions on crisis text long yeah, yeah, yeah, of course. Just treyz his text leinheiser heard one she started well, shouldn’t start, do something. Yeah, but she might as well have started because where i’m going with that story on dh, everything she touches turns to gold and that’s, not luck. I mean, it’s, she is a a tour de force. I mean, she is unbelievable. But the story that she she shared with me was that when she came to do something that or go it was a centers, it was a brick and mortar centers around the u s where teens would could get involved. And there it was founded by melrose place actor shoe. And it was andrew shoe. His name was okay. And it was it was a floundering organization. They were having a major major problems, and they were presented when she came aboard with an opportunity for i don’t know where the dollar amount was my been two hundred fifty, three hundred thousand dollars from a company that that said build a teen center near our call center. Like near, you know our operations and, you know, we’d love to have a teen center over there. And nancy, as the new ceo of the organization of duitz of do something that orc sa declined the money and an organization that is starving for cash. Yeah, so it seems to be like, you know, like, what are you doing? You know, your new new new kid on the block here on dh you’re turning down this money, and when she brought her into the offices or, you know, in in our offices, she they sat down with the leadership in legends like, how how badly do you want this job? All right, you know, you’re seemed to be kind of walking your way out of it, and she said, you know, you need to trust may because this is not the future of do something that i do something right, forget the dot org’s it’s not future of do something to have all these brick and mortar, you know, places for students to kids to come together, it needs to be online and she after that point shut down all the physical locations, took the whole thing online, rebranded to do something as do something dot org’s and and is now getting forget the corporate dollars that she turned away the two hundred thousand tens and tens of millions of dollars they get and primarily comes from from companies, so arrow pasta will partner with them for teens, for genes. They found that homeless teenagers the number one thing that they wanted were a pair of jeans. Why? Because i don’t have to be washed every day and its owner’s homeless, he doesn’t have access to clean clothes, a pair of jeans are cool enough, you know, generic and cool enough that you could wear and where without having to clean them every day. And that was something that homeless teenagers wanted, and they partnered with aeropostale for kids who had no better privilege to donate their genes threw in the store, it created a tremendous amount of foot traffic into air apostle, and that was vowed valuable to them, the co-branding was strong, and it turned out to be a wonderful partnership, and they’ve just replicated that that kind of model of companies adopting programs, supporting their their their operations, they have done tremendous amount, because so your point they were focused. On the mission of, of serving young adults who want to volunteer, and it was not going to be a brick and mortar place. It was going to be online. And because she was paying attention to that and not the dollar, she was able to take this organization which was floundering, and make it the powerhouse that it is today. And that she’s now entrusted in the hands of the other time the chief operating officer, aria finger she’s, now the ceo of do something that oregon are on ours, but on non-profit radio toy. So there you go as ceo and as ceo. And then and then they spun that off because, yes, okay, i said yes, because our online they’re able to serve millions and millions of teens like five million’s i mean, they have, and they have this big treasure trove of data. Yes, about teen engagement and know how to engage them in issues. I think they’re think their sweet spot is like sixteen to twenty five or so. And then beyond twenty five, they used your primary money is coming from companies. Big data or data is so important. So because that’s the case then, like, you know, think that something that you mentioned earlier about how nancy level went onto crisis text line that was born out of the fact that they were getting texts, emergency tests, texts of young adults who are suicidal, we’re getting abused or things along those lines and and as an organization as there to help people, what do you do with that? They weren’t equipped, they were equipped, and then they found the typical the standard nine nine eleven was not going to be able to handle us, especially for the digital age where people are going on their cell phone and they’re more comfortable hiding in the bathroom on their cell phone and texting somebody on emergency. They needed to do something so and that kind of stuff has outgrown has grown out of do something dot or ge and that’s? Why, you know, have crisis tax line? So it is there’s so many wonderful examples that you can see where, especially in their story, where they straight stay true to their mission, and if it wasn’t and if and if and if emergency texting was not right for do something dot or ge, they didn’t. Just like expand the mission to fit under, do something out or they made it crisis that’s now a new organization, nancy’s now the head of that. And that was a new thing. It wasn’t like mission creep, and now we’re doing, you know, we’re solving another problem. They started a new organization with all focus on your primary custom. Absolutely cool. All right, after we’ve started this relationship, we need to keep it going. And you call this i don’t have a name a chapter with somewhere you say from lust toe love. Well, so the analogy, the relationships go ahead. You’re so so we all know this and in our in our our own relationships, you know, boyfriend, girlfriend, whatever it is at the early, early part of the relationship, this tremendous amount of lust, right there is the attraction it’s, new it’s, fresh it’s, exciting and that’s so important because that is going to be, you know, the chemistry needs to be there that’s vital to the success of meeting new people and starting to develop a relationship with them. But it needs to mature, right and there’s if the relationship is only on that’s the part i missed in high school. Yeah, the maturity and the whole thing is stirring up a lot, so i had a lot of lost, but okay, you know what to do with it all i’m in the same boat, my friend. S o so yes, so? So that has to mature. So, yeah, if you get somebody to become a donor of your organization, right, they may be enamored and they might be a beautiful organization. You could be a charity water you could be, you know, do something that or go any of these clauses that are gorgeous. I mean, they they look gorgeous, their offices a gorgeous they just have got that locked down, but it needs to mature and it was the relationship with them needs to be more than just face value is not just i’m excited to be part of this, you know, sexy organization. It needs to mature to say, look, i’m a partner. I’m somebody who’s not just early part of the job. I’m a partner. I’m in this for the long haul. I want to help them grow whether it’s capital improvements, whether it’s ah, you know the infrastructure what, whether it’s special projects, whatever the case may be, i want to see this organization grow from where it is now and where it’s headed. And that means that the relationship needs to mature where they have a greater stake in the game. And that means lino much like in our own personal relationships, where we might do certain milestone things, like move in together. There needs to be that kind of advancement, that kind of moves management and to use, you know, fund-raising jargon to take that relationship from one that’s courtship and maybe a first gift to now increase that support over time. Part of this is a plan. So when you have, we need to be more structured. Maybe then are in on our dating side and our our relationship side. But we need stewardship plan, basically what belongs in our stewardship. So i like to talk a lot about new donorsearch accusation because, you know, you mentioned if you have something as a donor and you want to keep one of the chapters is called, keep the fire alive. Right? So that you want to put some good practices in place. You know, i talk about there in the in charge of keeping the fire alive and howto kind of moves that move that relationship along, that you should treat someone like an investor or treat them like family right now. Or and and and and while it may sound like that’s ah, daikon that’s outside the investor way investors or relationships, right? Are you treating me like, like, a business transaction? Or so the nice thing is that it’s not mutually exclusive because what happens is in your relationships there are absolutely expectations if you if we decide tony, you and i decided we’re going to move in together, right? What? We have a wonderful relationship. We love each other. We have a wonderful relationship we want we’re going to move in now, and we’re gonna have to take it to that one quote next-gen metoo do this by the way, if you’re my wife. Well, my by floods in indianapolis, so nobody listens to this show so you don’t worry about it. Word getting out exactly right. Good. We could talk after, okay. So so if if we want to take that to the next level, is there anything truly different about our relation with each? Other do we love each other anymore? The moment that we are now in the same apartment? No, right? There’s, no inherent change that happens between the way you feel about me and i feel about, you know, the decision that we’ve decided move it. What we have done is we’ve increased expectations on each other that there’s a certain kind of shared life, now that we have that’s more than we had before, because we’ve said that this is a priority deepened our commitment, deepen our commitment. So now, now that we’ve deep in our commitment, i am now have a certain level of responsibility to you, right? You have there’s a certain level of investment that i’ve now made right than i know how to manage that’s, like just know if i move in with you and i lived like a single person, right? I don’t care about your feelings. I know it was anything of the week before when we weren’t living together. It was any behaving the same way, right? But now that we live together, i have a new set of standards that i have tto abide by and it’s me and it’s mutual, right? You have expectations to army. I have expectations on you and that’s. Not a bad thing. It’s a it’s. A healthy thing. But what happens is i need to meet those expectations. So if i wanted if if you’ve given me something, if you give me money a cz a fun as ah someone who’s going to give money a donor and i take that money. The relationship starts that right, it’s not thank you for your gift. I’ll speak to you next year. It’s. Now that i’ve taken your ten thousand dollars, i have a responsibility to you to make sure that you know how your money is being spent. Oh, so this gets to our city. Our stewardship plan eso starts appointed stewardship plan is that when i get to give, when i when i get money from a donor it’s, not just another box to check off and say okay, i got this gift. I got to go get another fifteen or twenty other gifts. Tto meet meet mike. Now, how are we going to try this house? So how do you really take this? And deep deep in that relationship so there’s everything from leadership roles. There’s these opportunities when it comes to getting them to open up their own home in their own network a lot times people think that if you ask somebody to do think favors for you favors going, quote, like open their home for a parley meeting or to give your cause that’s burning equity that deepens relation, because giving to you so finding ways to cement leadership positions for them to spend more time in your offices. And when i mentioned treating like investors and treat them like family, why should they only have a relationship with you? Right? You are representing an organization, there’s. Some other wonderful people in the office is it’s. Some of the best donors and leaders i know come into the organization and they say hello to everybody from the person at the front desk to the person in the mail room. They know everybody because this is their family now. So those types of opportunities airways to kind of systemized that are important you could see in the book the whole bunch of suggestions for that. All right, we’re gonna go further. We gotta take a break. But don’t go a little more into this idea, that asking people, asking donors and volunteers to doom or is not burning them out. It’s. Deepening the relationship and not doing that could burn them out. They’ll stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philanthropy, tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams and a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Asking people to do more. Yes, whether they are donors or board members, this is not typically does not lead to burn out. What leads to burnout is give me your your annual gift. And now give me your annual gift a year later and a year later and there’s no substance beyond you’re giving, right, right. So the so let’s talk about i want to take a cold pill that back a little bit because i think a lot of the fear of asking people to do more comes some of the fear of asking in general, especially asking for money, you know, fund-raising is not a dirty word, and i know so many professionals and leaders in the business of consultants talk about how it’s not a dirty word, but i kind of tied into the relationship side of things in the sense that when you’re asking for money from somebody, if it’s devoid, if it’s void of a relationship, right, if we’re just asking and you’re dialing for dollars it’s, it’s, it’s taking the relationship out of it and it’s just making us and no one enjoys all transactions for that. And no one loves that. No. One likes to do that that’s. Terrible when there’s a real relationship in that leads to money. It’s, beautiful, and obviously, you can hear the correlation between like sex and relationships. If it’s just mechanical and there’s no relationship behind it, it may be fun. You may get the gift let’s, not underestimate. Great. But but my point is, this is probably not going to be a sustainable long term strategy. You’re not going to get somebody that may give you one time, but it’s not going to be a capacity gift, they could probably give you a lot more than what they’re giving you and your and it’s not like there’s any relationship behind it. So if you’re if you’re going to go after those easy shots like that, then you might get lucky. All right, you know that, but but in the end of the day, if you if you develop a real relationship than the asking for money, is the exact opposite of a negative experience is the most powerful, empowering, beautiful next step in that relationship that makes people go? Yes, i’m i’m in this i’m in this relationship, i’m in it for the long haul. So it’s it’s kind of it’s it’s kind of that double edge sword where fund-raising could either be a terrible, terrible experience transaction transaction, a wallet with legs, right? You know it’s the sex appeal of just the fact that they have money versus somebody who’s, a partner partner in the cause and he’s excited about the vision and wants to see the succeed and right on dh just wants to do more than just give exactly. You’re not going to know that until you start asking, even if it’s just give it’s done in the context of i am partnering with you and the way i’m doing, doing my share is by giving you money because if you’re going to be on the ground drilling wells or curing our ending malaria deaths or, you know, providing needs for special needs children, i’m not as a donor, i may not be the expert on how to do that, but i know if i give you money and i trust the experts, it will get done and that’s fine, they built, they’ll become a partner in dollar and that’s fine, but it’s not a transaction, it’s more than that because they are bought into the vision of the organization, all right, on a part of getting people to buy in and having them feel insiders is sharing the occasional downside failure. Yes, i’ve seen i’ve seen the good, bad and the ugly on this i’ve seen organizations that are afraid to share information with their donors on day worrying about it, it’ll burn relationship, and those tend to be the relationships that were never strong to begin with. But the there are wonderful examples of how failure or, you know, where something did not work, and it may not be, you know, gross of, you know, abuse or are you no mistrust think some things just don’t work and, you know, you put your your organization on the line, you try big things, and it doesn’t pan out it’s a wonderful opportunity to deepen the relationships. Okay, i’ll give you ah, a quick story example. I was in scott harrison who’s, a ceo and founder of charity water in his office, and he was telling me about early on and charity water before it was like, the very sexy, very sexy that’s what it is today hey told me early early on, he had a couple people on staff on payroll. They were doing their first projects, and they were going to go by that it belly up. They did not have the funds for payroll. They they were really desperate, and scott told me that he sent out a number of, like, blow you. Know emails to people who are in his periphery, you know, just to these donors and basically say, like, i need help, i need help, we’re in trouble, we’re doing great work, it wasn’t just like, you know, bail us out was like, we’re doing amazing work, but we’re in trouble. And one individual guy named michael birch, who was the who’s, a tech entrepreneur, he was the founder of bebo, which is a british base like social network from the nineties, like i bought by, i think, a well for eight hundred million dollars and he’s done not numerous projects that also brought in a lot of money, but here was a guy, michael birch, and he responded to scott and said, i’m happy to meet next time i’m in the new york area, i think he was in san francisco, and he meets with with scott and scott in-kind of bears, a soul tells, tells him everything going on and, you know, they’re doing great work, but it’s just not catching on. They’re breaking their teeth and it’s just not happening, and michael birch gives him some recommendations, gives him some advice, and then he says, i’ll see what i can do, you know, as faras giving you a little help, so he goes home. I don’t know how many days it was, you know, whatever was in the story that scott told me, but scott told me that he was sleeping in bed and his phone went off. I know texts or phone call, but was from michael birch and say, he said, i sent you some money. I’m wiring it to your account. I hope it helps, and skye trembling opens up his bank account and there’s a one million dollar gift that was sent from michael birch to charity water. And that was that trust that michael had, and he was really kind of like the one of the first major donors that they had that kind of went all in on them. He was somebody after hearing the troubles and tribulations, but was bought into scott harrison, who is, you know, the personality on the mission that he stands behind and said, this is something i want to support, and they turn that negative into tremendous partnership into this day michael and his wife are huge supporters of charity water. Everybody is not perfect in ceo land. You talk a little about flawed characters. Yeah, because because with natural, you know, things don’t always go perfectly. We might even make mistakes. I mean that that was not a mistake, that scott sure that’s got made, but but things don’t always go perfectly, and we know that from our personal relationship characters in history succeed. Yeah, i mean, so we all know this from our own personalized ships, you know, sometimes you date somebody, it doesn’t work out, and it goes down in flames, sometimes amicable, sometimes it’s definitely not their, you know, whatever it is, whether it’s dating marriage were human rights. It’s the human condition s o in the nonprofit world it’s true as well, we don’t have, you know, perfect relationships. And there are times where you butt heads with a person that you’re involved with a lay leader of volunteering your organization, and you might no longer be the right person to have that relation with them might be somebody else. It might be something that you can work with them and see through tio, but the communication and like any relationship and i talk about in the book about commune importance of communication you can either work through it or if it’s, you’re not the right person to either find somebody else. If they are bought into the cause, if it’s the cause they care about, they might be ableto be kind of handed off to somebody else and if its destructive, which sometimes, you know, a fraction of the small fraction of the relations are and it’s not in the best interest of the organization, for them to be aligned with his lay leader don’t even if they give a lot of money and it could hurt the organization, you gotta cut your losses and pull out so there’s absolutely ah, whole spectrum on relationships and how you handle them depending on what’s the best interest of the organization. We’re gonna leave it there. The book is date your donors did your donor dot com and you’ll find jonah he’s at jonah helper. Thank you so much. Thank you so much. Congratulations again on the book. Oh, thank you for having me next week. I don’t know because about five weeks from today, when we’re in the studio but you know it’s going to be excellent. Have i let you down? Ever has non-profit lady radio let you down? If you missed any part of today’s show, i admonish you, find it on tony martignetti dot com. I’m still not sure about the singing this year, so i’m still i’m still thinking about that. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuing dot com. Our creative producer is claire miree off. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director shows social media is by dina russell on our music is by scots died. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder pregnant mark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for February 26, 2016: Communicate With Your Communicators & Your Event Pipeline

Big Nonprofit Ideas for the Other 95%

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

Crowdster, online and mobile fundraising software for nonprofits. Now with Apple Pay mobile donation feature.

Sign-up for show alerts!

Listen Live or Archive:

My Guests:

Kivi Leroux Miller: Communicate with Your Communicators

Kivi Leroux Miller

Kivi Leroux Miller has tips from her 2016 Nonprofit Communications Trends Report, on how to work effectively with your communications team. She’s the founder of NonprofitMarketingGuide.com and an award-winning author.

 

Pat Clemency: Your Event Pipeline

With Pat Clemency at Fundraising Day 2014

Get committed major donors from your events by making them transformational, not merely transactional. Pat Clemency has before-, during- and after-event ideas. She’s president and CEO of Make-A-Wish Metro New York and Western New York. Learn lessons from Rochester and Buffalo. (Originally broadcast on October 24, 2014.)


Top Trends. Sound Advice. Lively Conversation.

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

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

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

Sign-up for show alerts!

Sponsored by:

Crowdster
View Full Transcript

Transcript for 278_tony_martignetti_nonprofit_radio_20160226.mp3

Processed on: 2018-11-11T23:26:55.367Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2016…02…278_tony_martignetti_nonprofit_radio_20160226.mp3.751712068.json
Path to text: transcripts/2016/02/278_tony_martignetti_nonprofit_radio_20160226.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host oh, i’m glad you’re with me, i’d suffer aniko maiko, sis, if you touched me with the idea that you missed today’s show, communicate with your communicators. Kivi larue miller has tips from her twenty sixteen non-profit communications trends report on how to work effectively with your communications team. She’s, the founder of non-profit marketing guide, dot com and an award winning author, and the event pipeline get committed major donors from your events by making them transformational, not merely transactional. Pat clemency has before, during and after event ideas. She’s, president and ceo of make a wish metro new york and western new york khun learn lessons from rochester and buffalo and that’s from non-profit radio on october twenty fourth. Twenty fourteen on tony’s take two thank you. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com also by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation feature crowdster dot com i’m very glad, very pleased, very thrilled to welcome kivi. Larue miller to the show she’s the founder of non-profit marketing guy dot com and author of the books the non-profit marketing guide high impact, low cost ways to build support for your good cause and content marketing for non-profits she’s also a certified executive coach. You’ll find her on twitter at kitty l m welcome to the lm hi, tony. How are you today? Terrific. Welcome. Welcome to non-profit radio. Thank you. Tell me about this report that i believe is in its sixth year. Your non-profit communications trends report. How did this come about? Well, you know, there’s a lot that data out there about non-profit management in general and a fair number of reports about development staff. But no one was really looking at communications directors, and those are our primary interest. So we started it. So communications director’s kind of ah, like, like, step children. I mean, there had been a get for gotten sometimes. Well, you know, i think in some of our darker moment, maybe we define it that way. But what i really think is happening is that it’s, a relatively new profession and, you know, ten years ago, communications director, pretty much. Handled pr and maybe some print work. And that was pretty much it now. Of course, things have changed a lot. And so the job is much more complicated, and people are recognizing they need to actually staff it with professionals who are dedicated communications skills in developing their skills. Okay, so young professional. Okay. All right. That’s. Interesting. Because we’ve been communicating for well, as long as we’ve been been been walking, where did radio communications used to fall before we had communications and marketing directors? You know, i think that our people handled it, uh, or you might have had someone who did event marketing and pr. It was often times the executive director’s job or within the fund-raising department, but i think the job has become so big now primarily because of that that really didn’t demand its own staff. Yeah, of course. I’m good. Yeah. I’m just wondering where it used to be. Because, uh, before we had a communications director. Okay, um, what’s the, uh, what’s the background of the report. How do you how do you gather the data from how many people and stuff? Hey! Sametz this year, it was about six hundred. I’d say about forty percent of those people identify themselves with communications staff. Another twenty percent is development staff on another twenty percent as executive directors with a few others. Okay, um, you’re cutting out a little bit heavy. We’ll keep trying it, but we might have to have you call back. We’ll see. Okay, yeah, it’s not, i don’t think. Is anything you’re doing? I think it may just be the nature of digital communications will just just say okay, well, i could try a different line if you need me to. Okay? We’ll see. We’ll see how we do now. You have this broken down very nicely. You have your your four d’s for effectively working with the communications team for the executive director to work nice and effective with the communications team. Um, we will dedicate and define and delegate and discuss. This is all very ysl communicated. Very well. I hope your hope, you know that. Thank you. Yeah. It’s all very it’s laid out very nicely. That’s the report is just very pretty, too. Um, it seems like this is all just, like, falling into just being the executive director being committed to the communications work, i think that’s, right? And, you know, the other thing i would say is that somebody has to make some choices because there are so many different ways to communicate. Now somebody has to get this about what’s going to be the most effective way to communicate with the community based on your gold you’re trying to achieve and unfortunately, in a lot of non-profits people are not really making the decisions, they really are trying to do it all and so that produces a lot of frustration on the part of communications staff, and a lot of our guidance is tio executive directors to either say, hey, you need to make a decision or you need to delegate, then let your communications have to make a decision, but you can’t do everything. Yeah, ok, let’s, let’s, dive into some of your ideas that i mean, there are many more than then we can cover, but we’ll make sure we know well, why don’t we do it now? How can people get get this report very easy? You can go to non-profit marketing died. Dot com slash twenty sixteen and download them with report there. Okay, excellent, if i remember or if you remind me will say that again at the end too, but also because in a lot more to it than the section we’re going to cover. But i’d like to cover this working effectively between executive directors and the communications team. You like to see the communications director on the senior management team? Yes. So many decisions are made early in the program development. Say you’re starting a new program and then all the sudden the communications director it us to market that program. All right, i’ll tell you what, give e um okay. Giv e way lost you there. So would you would you try back on? I don’t know if there’s a different line you can call back on. We’re going to go out early for our break. And, um, when we come back, you’ll be back. And, uh, the number that we need you to call is, uh oh. We want you to call. Uh, you gotta hope you could take this down to one two, seven to one eight. One, eight, zero, two, one, two, seven to one eight. One eight zero we’ll go. Out for a break, we’ll have kitty right back. Stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti, dot com that’s t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent e-giving sounds clearer now give you they’re right, i am okay, that that’s okay, i don’t think it’s your fault at all. Let’s, go let’s, go back to this idea that the communications director should be on the senior management team. Why is that right? They should be on the scene or senior management team because they need to be involved earlier in strategic conversations about fund-raising decisions and programming decisions lots of times, their routes to market something at the very end and little changes that could have happened earlier in the program would make a big difference in the result, but because they’re just sort of handed this finished product it’s often hard sometimes for them to do is get a job everyone would like, okay, and even just even just simple preparation, right? So they can prepare the team? Absolutely, absolutely. And, you know, most people don’t realize how long things take it’s like, oh, put up a new website for, you know, get a bunch of brochures printed. These things take time, especially when you have to work with other professionals buy-in graphic designers. Or editors. And so, you know, people that have never done that kind of work before don’t have an appreciation for just how long it really takes to get it done, right? Yeah, what what what do you feel about when you see a communications marketing directors reporting to the director of development or the or the vice prime? It doesn’t have to be just director, but the vice president development or, you know, the chief fundraiser, i guess that’s not what you want to see well, and we actually don’t see that all that often the most common organisational formats we see are either and integrated communications and development team where they’re already reporting to one senior manager, which i think is the best approach for you sometimes also see the more traditional kind of siloed teams where you have the communications people over here on the development people over there, and they have different bosses but there, more or less at the same level within the organization. Ah, either way, you want people to have access to the decision makers, to be able to move very quickly on decisions because so much of good communications needs to be nimble. And so you don’t want to just bury your communications director away and never talked to her. Which, unfortunately, is what happens a lot. Okay, well, that’s, why that’s? Why? I like this section of the report. Because it ah, hopefully will spark conversations between the executive director and the communications director or communications team. You know, maybe, you know, get some things. Start getting talked about that. It just kind of simmering and nobody’s really having a discussion about these issues school. Um, you like the executive director to understand the basics of communications, right? So we talk about a quick and dirty marketing strategy. Where the first question you wanna answer it? Who were you talking to? Your target audience. The second one is what’s your message to those people. The third one is one of the right channels or ways to deliver that message to the people super easy, right? If you just answer those three questions. Ah, lot of times what happened is people focus on that third question. They just focused on getting the message out without focusing on the target audience. Or if the message is really appropriate and oftentimes executive directors will. Say they don’t like something i don’t like this neither. I don’t like that colors on the website and our responses. Well, you’re not the target audience. Those materials need to be created for the intended community. And but if you don’t have any kind of concept of target audience and trying to reach people with a message that resonates with them, it’s difficult for you to be a good decision maker about communications, so you don’t you don’t want the executive director to be saying you put this out on twitter. This goes on facebook, we need a print brochure for this. Put this on the website. I mean there’s there’s more to it than that. It’s got to be much more strategic thought even just from the executive director at a basic level. Absolutely. Absolutely. Are the people you’re trying to reach in to motivate to do something using those communications channels. You got to answer that question first. Yes. Where are they? Right versus where would you like them to be or what? Yeah. Okay. Okay. Um putting some limits on the scope of the work for the communications team. You see them getting dumped on? Absolutely. And without a doubt, we hear the too many competing priorities or urgent tasks overtaking important ones as really big challenges for communications directors and, you know, not only that not only are there too many good communications choices, but lots of times that communications staff end up being the ones who are really good with computers, and so we often see them saddled with responsibilities or because they type well, now they’re doing boardmember way, see, all kinds of things get thrown into communications director there really limit their capacity to be good communications directors don’t dump on me. You see that on you see that on community on director’s desks as you’re mentoring them don’t dump on me. Well, i try to encourage them to stand up for themselves and to say, look, if you want me to be really good at managing our social media channels, creating great newsletters and guess what? Don’t expect me to go fix joe’s computer every time he blows the thing up. Yeah, yeah, that’s. Interesting because you do mentoring is a good part of your work. Um, how do you encourage these conversations that hopefully the report will stimulate but where? It doesn’t. How do you get the executive director and the communications director having this conversation? Well, you know, a lot of it is very interpersonal, right? So lots of times i tried to figure out okay, what is that really relationships that these two people have? But oftentimes we found that executive directors do respond to that outside expert that’s the classic thing where the staff says something, they’re not listen to you. Hyre the consultant consultant says the same thing and suddenly it’s the word of god. Right? So i end up playing that role a lot and really sort of backing up what staff are trying to tell their communications directors and if they can hold me up as an expert, sometimes that’s all they need other times, i give them different ways. Teo open conversations, we’d like to let people have really good examples of what other organizations were doing so they can demonstrate that they’re really not the first non-profit to try this new tactic that often works pretty well, too. Okay, um, have you seen things change over the six years i’ve been doing this report? What are what are some things that you’ve seen either either for the good or bad, you know, i think there really is a nice growing level of sophistication in the field. Like i said earlier, this is a relatively new profession, and people are asking harder questions of themselves, i think, and asking harder questions of people like me and, you know, really trying to be more strategic and not just do do do all the time, i think people do realize that they are overwhelmed with choices and they’re starting to get more savvy about realizing they need to make choices. So i guess, ah, marketing communications plan in being more strategic on dh that helps you make choices? Absolutely and saying, you know what? These three things are the most important things were going to do this year or these three communications channels or where we’re going to be our best, and we’re not going to do some of these other things, even if they’re the popular thing that’s in the news right now, we don’t need to be there. You have to make choices. You just have tio okay, yeah. On dh, prioritize the three most important things. So if something else intervenes, you know that these top three, if it’s competing with one of these, you know, these things take priority, and you know what, tony? People have a really hard time even putting things in one, two, three order you would not believe how difficulty that is for people when they’re talking about their communications, they want ten priorities, and they don’t want to put them in order. So that’s another challenge? I really pushed on communications staff in their executive director’s ok, i promise we won’t publish this. We won’t tell anybody, but i want the two of you to sit down and say what’s number one what’s number two and what’s number three and that’s really hard conversation for a lot of organizations, and what do they usually putting in those ways talking about events that they’re publicizing or programs or channels? What? What are those like? What categories? Of those one, two, three or one through ten for organizations that have a lot of different programs? For example, social service agencies tend to run scores of different programs that could be a really tough decision, you know, they can’t talk about all twenty things they dio in their newsletter. Or a social media the which of those twenty are going to get priority? That’s a really tough management call in other organisations, it tends to be, you know, are we going to speak more to our donors or we’re going to speak more to the people that were trying to serve and given the limited number of hours first on staff who’s most important at any given time again, people don’t want to have to decide, but if you don’t make a decision, you just sort of do it by default and that’s not really any better. Yeah, that’s not strategic, right? But i could see how these air difficult conversations toe have decisions to make, because do we put our volunteers ahead of our donors? Do we put our service beneficiaries ahead of our volunteers? Um so does it help when you say nobody knows except us? Well, it definitely helps them have the conversation with each other, and i think from there duitz they can decide who else has brought into that conversation and whether it really becomes public or not. You know, most people don’t actually publish their marketing and fund-raising strategies, so it does end. Up being an internal conversation, but even just bringing in some of those other program staff who’s, maybe their programs don’t make the top of the list or bringing in board members who have different opinions about fund-raising strategy, you know, they could be sensitive conversations. Okay, so that’s interesting. So do you often bring boardmember cz into to these conversations that you’re having between executive director and communications director? I think it really depends on the board and how active they are and again, whether they have marketing expertise, if you have someone on the board who has those skills and experience, that can be a great asset to the organization. But again, you don’t need someone just spouting off about things that they personally think they really don’t understand how to do communications at a professional level. Yeah, i really like that newsletter we did three years ago when we go back to that format, right? Or, you know, then there’s the one boardmember had to deal with one time who insisted that facebook was really just for perverts, so that was helpful, you know that she insisted the organization shouldn’t be on facebook because of a pervert. So you know, those kind of situations you just latto sort of move them along and get back to creating a real social media strategy. I think she was a friend of mine. Actually think that i got okay. Uh, that’s. Interesting. Cool. Okay, um, um, professional development you want to see? Oh, i think my voice just cracked like i’m fourteen professional development you want to see invested in? Correct, right? This is perfect. This is professionally. Yes. And it’s. We’re so blessed, really. And the communications field and i guess it’s no surprise, because we’re communicators, right? But there are so many good communications bloggers and people who are doing free webinars and free e books. Orsino certainly paid opportunities as well, but you could start with just the free blog’s and learned an incredible amount and both fund-raising and communications. So i really recommend that all communications staff take atleast an hour a week, if not more. But at least an hour a week to disclose the door, turn off the email in the social media and just read. Just read for an hour. That alone can really advance their own skills. How about conferences? Is there? A conference that you recommend? Sure. There are a couple, you know, there’s. Not one conference. Really? That is specifically for non-profit communications directors. However, there are a few events that i think you’re doing a decent job at meeting their needs. So my favorite national conference is intends. National technology conference. I try to make that every year there are a couple of regional events. There’s, a relatively new conference in north carolina called create good that is focused on non-profit communications and marketing. That’s another great a regional event. Ah, you know, some of the other events, we have a piece of it. Okay, just ah, well, let’s not highlight those because we want the ones where it’s you know, it’s it’s a premiere. Now you’ll be it. You’ll be a ntcdinosaur in san jose, this six coming march in march. I well, okay, looking for it. And i’ll be working with on two different sessions. Oh, cool. Oh, you’re presenting. All right, i’ll be hosting the live stream, the live audio stream and tc live. So we’ll shake hands. They’re absolutely all right. Um another thing that you like to see done is allowing your communicators to say no to the executive director. What do you mean by that? Well, lots of times executive directors get very excited about things, you know, lots lots of executive directors were really visionary people, and so they all come up with big ideas like we need a nap, you know, that’s when we hear a lot, yes, and odds are you probably don’t need a nap and may, even if you maybe do you probably can’t afford it. And, you know, we deal with a lot of small and medium sized organizations, and ap is something that really requires some pretty strategic thought is not something that you could just turn around and have online in today. So, you know, those are the kinds of things that we want communications staff to feel okay? Saying, you know what? I hear you? I know you’re excited about that. I’m gonna i’m gonna put that in my good ideas file for now and and not end up getting distracted and working on an app for the next two days when they need to be doing other things. Oh, app development could be there six months. Well, an expensive said and expensive too. You know, but lots of times what we see is an executive director saying, oh, you know, go find out the app thing, and then the communications director has to spend that day researching what it takes to create an app. Okay, well, knowing that they’re never going t to do an app and so that time hasbeen wasted. Okay? Aps yeah, i hear that occasionally. Do we need a nap, right? Um, you wantto see regular editorial meetings? What what? What’s an editorial meeting an editorial meeting is where you sit down and talk about what you’re going to talk about, and we’re going to talk about it. So what’s going in the new hey, brother what’s going on facebook? What event? Marketing you need to dio what presentations different staff are doing and how you can capitalize that already and reuse that content. So it’s really about focusing on, you know, what are the most important messages this week in this month? And how are we going to get them out the door? And again? This is where a lot of the triage has to take place. You’ve got fifteen different things you should probably be talking about. That because you have been planning that well, you can talk about all of them. You gotta prioritize. And so that’s the editorial meetings allow that to happen on a regular basis. It’s sort of forces the decision to be made and helps the communications team better plan their work. Going forward is a lot of that covered in our annual marketing and communications plan. You know, you can plan for sure, but so much of good communication is being about being responsive and really tying your work into what people are hearing about in the news today. So you can’t predict any of that, right? So you always need to be able to say, ok, this is what we want to talk about today. This is what’s actually in the headlines. This is what we’re hearing from our clients. This is what our donors air saying, what really does make sense to talk about, you have to adjust, and you have to tweak things. Okay? For sure. So i got you. All right. Um, internal communications you like, you know, you can’t really have good external without good internal. Absolutely. And, you know, i think the editorial meeting is a nice way to start those conversations. But what we talked about earlier about how teams were structured and making sure that the communications staff are not segregated from the development staff and they’re not segregated from the program’s staff. You know where people sit within a building or how often they talk to each other just throughout the course of their work can have a big impact on how well they work together. And then how well they communicate is a team outside the organization? Yes. Okay, you’re very good at explaining these very concisely to school. Thank you. Good. You’re a professional communicator. Um, how did you get into communications? This, uh, former step child profession. How did you how did you find your way here? Well, when i graduated from high school, i wasn’t sure if i wanted to be a journalist or environmentalist, and i ended up going to uc berkeley and they had a better environmental program than underground journalism program. And so i went the environmental route, and we’re in the environmental community for about ten years, but always kept writing. And so when i have the opportunity to move to the east coast and start my own business. I decided i was going to be a freelance writer for environmental groups, and it just sort of blew up from there, okay? Ah, i’ve been picking all the topics we have just about a minute or so left what what’s one that you’d like to cover, that we haven’t talked about. Well, let’s see, we’ve hit a lot of you know, i think one of the most important things that we can really do to help communications directors get the work done right is, too give them a boost of confidence. A lot of what i feel like i’m doing when i’m entering people is encouraging them to start these hard conversations with their executive directors to leave their offices and go hang out with their program’s staff to find the stories and really get the good information from people you know, like because this is such a new profession, people aren’t sure how to do it all the time, and they need a little extra shove in the right direction. And so, you know, i just want to encourage people to take it upon themselves to try to make something happen. Hilary miller you’ll find her at non-profit marketing guide dot com. And if you put forward slash twenty sixteen after that, you’ll find the report. Did i have that? I get that right for the report. E-giving that’s, right, ok, and on twitter, you’ll find her at k v l m. Thank you so much, kitty. Thank you, tony. A real pleasure. The event pipeline with pat clemency is coming up first. Pursuant, you have a problem? Uh, the problem solution statement. You have a problem. You need to raise more money. One of the solutions pursuing pursuing dot com. They’ve got these tools velocity for managing your fund-raising and helping your fundraisers manage themselves in their activities. And there their deadlines, their solicitations, etcetera, and then also helps you manage the fund-raising function. Um, prospector, which helps you find the upgrade ready donors that five hundred dollar donor-centric giving fifteen hundred or five thousand it’s using your data to find the people that you should be spending more time with and trying to get them upgrade. That’s the prospector tool these air, you know, made for small and midsize non-profits because you don’t have big fund-raising staff, um, you need help and pursuing ties, the technology that that does it. And you pick the tools that you need. That’s. Why, i think it’s ideal for small and midsize. You take what you need, leave the rest and all those tools are at pursuant dot com also crowdster with their new one of a kind apple pay mobile donation feature. It’s going to increase your mobile donations, which again pain, pain solution or problems solution statement you got to raise more money. I have a solution crowdster they obviously do crowdfunding site easy interface for your donors. They’re elegant looking sites. They look cool. You can check this all out at crowdster dot com and also the back end. Very helpful for you administering your crowd funding campaign now, tony’s, take two. Thank you for supporting non-profit radio. I don’t know. I hope i don’t say thank you too often, maybe that’s not possible, but i am grateful that you listened to the show and whether it’s live listeners or affiliates to get our affection or podcast listeners that get my pleasantries. I’m grateful for your support of the show if you getting the weekly alerts about who the guest star each week into your inbox. Thank you for that. If you’re with me on twitter, facebook, thank you. However it is, we’re connected. You’re supporting non-profit radio and i’m grateful. Thank you so much for being there. That’s tony’s, take two here is pat clemency from october twenty four ah twenty fourteen show on the event pipeline welcome to tony martignetti. Non-profit radio coverage of fund-raising day two thousand fourteen we are in times square, new york city at the marriott marquis hotel with me now is pat clemency. Her seminar topic is the event pipeline turning event guests into major donors. Pat is president and ceo of make a wish metro, new york and western new york that clemency. Welcome to the show. Thanks, tony. Pleasure to have you. You have ah, pretty desperate territory, new york city and western new york it’s an interesting territory, but i think it really is empowering in the sense you get a chance to say all sorts of markets in which you can raise money and it’s really the opportunity to understand how donors react in their markets and and you know what the universal is? They won’t want to make a difference. And how far west does western new york go in your for we cover the major cities of buffalo and rochester, seven ending counties. It’s just go over to buffalo. It does. Okay, so we don’t have the middle of the state. But we have a new york city in nassau county and then seventeen states counties upstate. What do? You see that non-profits are not quite getting right around events and transitioning donors from events. Oh, you think, you know, we all start with special events? I mean, there’s, no question about it, but i think it is the recognition that there is a discipline that can make those events were quarter and smarter and are part of a major gifts strategy if we see it as an event that we efficiently come into and go out of without seeing its capacity to build a pipeline of donors for other kinds of fund-raising particularly major gifts, i don’t think we make it a ll that it can be. So today we really talked had a great dialogue around the issue about some of the things that we can do to make a special event. Three distinct parts. It matters deeply what we do before going into the event. We’ll talk a lot about planet absolute, but planning in a different way, that really makes us understand who is coming, who are the prospects, but the day of the event. How do we really connect the donor’s? Not just with the event, but with the mission and how they can. Make a specific difference and how we then engaged him in the journey, not with the event but with the organization over time. He’s really the third ingredient in and so it really is very helpful to think about it as more than simply even itself. I’m gonna ask you to talk even closer to the mike because we have now we have the background noise because lunch is lunch is over, so stay nice and close. We don’t pick up too much outside background noise. Well, let’s start with the natural place of planning. What? What should be redoing as we’re planning the event? Planning for transitioning attendees to teo to our donor, right? I think we’re all too often we start with logistic rather than the strategy. What are we trying to do and who are we trying to attract? We also need to cast a wider net if you think of the donor pyramid. I mean, we’re looking at our past event guests and hoping people who will be new to the event will also come but we’re not looking for the clues that people give us on dso we found there was great opportunity looking at direct male donors give one hundred dollars more, and when we did some wealth screening, we found out they gave us one hundred dollars, not because that was their capacity. We had a box and they checked it and they gave us one hundred dollars. But we understood it. When we looked at it, they had so much more capacity, but we never got around to asking them. So looking a little bit more broadly and thinking about the strategy of engagement, we basically said, if you look at an event just as a single time, we’re going to invite him again next year. But if we look at the event and over late, a lot of the major gift strategies we have the ability to change the whole dynamic your oil to feet of the event. It could be that the institution and would be a longer term engagement. We get that right in the planning stage. That’s what we want, right? We don’t want this coming up year after year. And does this include people who come? They may only come one time because there connected with the honoree or just a friend of the organization brought them. Wait, convert those kinds of people. Well, you know, it’s very interesting. We learn a lot from our buffalo rochester offices because they have a very different evergreen strategy. Honorees are looked at differently than we look at them in new york city, and they are on it for body of work. So as a result, most of their strategy is thinking about how do you get the same donors to renew at higher levels each and every year? So now we’re beginning to implement that, saying, regardless of the honoree, how do we get more of our sponsors to renew? And then for those one time donors who come because of a gala honoree, we need to do some more screening and think about who else in our boards within the make-a-wish family knows them so that the relationship can transition to the organization, not simply around the honoree. What else can we learn from rochester and buffalo? Well, you know what? I think it is universal, so what? People want to make a difference? And we just have to make sure that we’re not leading with what we need, but we understand that the first conversation is the donor’s needs and the donor wants to be able to make a difference how our job is to take them on the journey by showing them how treating them like an investor, and that is a really key difference. Very often we ask for what we need, and we never think from the donor perspective, what about the organization will really resonate with them for the long haul? Do you really feel that upstate or western new york is better than downstate new york at this? No, no, i mean, they they’re scale is very different than ours. I mean, it’s a smaller scale the week that i think the best thing about fund-raising is if we are open to understand the best practices exist everywhere they learnt from us, we learn from them and i think it’s one. But i think the interesting thing is in every market, if you begin to institute this practice of looking at a bent donors not just as dahna sporting event on an annual basis, but really, truly look at it as a pipeline, we have seen donors go from seventeen hundred dollars to ten million dollars, or from our five thousand dollars. To five hundred thousand dollars. It isn’t a journey overnight, but the fact of the matter is some of our very gorgeous major gift donors entry point was at an event was how we dealt with that that made all the difference as to whether or not that became a continued transaction. We sell a ticket, you come to our event or if it really became a transformational relationship, the mission of the organization, are there other specific things that we should be doing in our planning? Aside from the concept of the lifetime donor, the longer term relationship, are there things specific to go to the invitation? Who invites them how they’re invited before the event? What else should we be doing specifically? Well, we began talking about if we were to really make this part of our major gifts strategy, what are the ships that we need to make? And when you think about it, our invitation is to an event we needed t even change the messaging were not just inviting you to invent we’re inviting you to share and join in this extraordinary mission and that’s very subtle, but it’s a very big difference, and so we even change the fact that when you come to a gala is a perfect example think about how we spend the first hour at cocktails just kind of wandering around. Instead, registration is outside, so the minute you enter the doors, you are coming in and part of a community of like minded people who believe that this is some of the most important work we could do for kids, and you are meeting wish families and volunteers on board members course searching you out as the guest that evening in that first hour becomes a really important message about we welcome your involvement in this remarkable work. How do we convey that message in our cocktail hour? Well, it’s really about storytelling and changing who tells the story? So if you think about it very often at a gala, whether it is during the cocktail hour, it’s during the main speeches of the night, putting up the ceo, they’re putting up the board chair. We’re talking about the past. We’re actually talking about statistics and how much money we raised in our case, somebody wishes granted when we changed the dynamic of who the storyteller wrists really should. Be the people who experienced the mission first hand and as we tell the story through their eyes, it says to a donor here’s exactly what your donation would do here’s exactly how it makes a difference in that moment for a lifetime that’s a very different relationship from the beginning of the point where that donor enters the gala. If we’re going to focus on storytelling at our events and it might be a very big one memory big gala or it might just be a smaller could be anything smaller, gathering, maybe even a meeting. Absolutely, we need thio sounds like have a very consistent message that the leadership is conveying that trickles down to all the employees and then also the board is conveying right when we need to have consistency and messaging. Well, you have to be have consistency in a couple of things. I think you have to have consistency and messaging for sure, but you also have to build a culture where the board and the staff are engaged in thinking about who’s there, you know, there’s, not a throwaway seated any event, and when you think that it matters most, there is a greater level of engagement on the part of the board and the staff and pretty work that gets done who’s at those tables. Who should we know how we welcome them? What would be important to them? And it allows boards to be successful. You know? Somebody tells you hear from boardmember i’ve given you every contact i have there’s, nobody else i can approach this empowers boards to reach out to other people that the organization knows and be champions that night for the cost. So they’re assigned we’re assigning people too, to meet specific people during the evening during the event. Absolutely and beyond that, you’re the eyes and ears. Every single person has a role kind of just surveying the room and learning what what they’re hearing that night and reporting, in fact so justus, we schedule an event on a day before that event takes place. We also have the debrief date by which boardmember volunteer staff get together. What did you hear? What did we learn? In very often? One piece of information about somebody was in the room is magnified then by another piece of information. And out of that then becomes thought. Okay. The event is over, but it’s on ly really big beginning in terms of engaging that dahna long term now on the way for the organization, and so part of the debrief is what’s next, what are some of the opportunities? And you’re right, we have to be on the same page. If someone were to say to us post event, i’d love to be involved how we ought to be able to convey what the options are many and there’s not going to be one that works for everybody. But everybody needs to know here some of the ways that you could be involved on an ongoing basis. So we’ve transitioned from beginning in the planning stage two day of now. We’re at our events. What else? A little bit there. Sorry, that was allowed. What else should we be thinking about? Oh, are executed the day of create this transition? Well, i think the other thing that you could do very, very well is start with strategy what’s the message that you’re trying to convey that should be the threat of connection to everything that’s being done that night and for us was really talking about the ripple. Effect of wishes in the ripple effect of wishes is a moment in time, yes, but it also has a lifelong impact. So one of our speakers was a thirty five year old executive with a wall street firm. He was a wish child seventeen years ago, and so the impact for him wass it had a ripple effect through his life, the life of his brother, who they really had a hard time when he was diagnosed with cancer. As the family would tell you, everybody’s diagnosed cancer, you know, said everybody has cancer feels like and so the threat of connection of his wish was in that mama with his brother. But it was also over his life he became a wish raining volunteer, helping others but imagine his role now explaining to people in his way that this investment that you will make tonight in support of this event, hasn’t it has an impact. Come on, the future generation of kids were just like me, that’s a that’s amazing way to tell the story, so the first part is what we’re trying to do. We’re trying to show the ripple effect over time across families in communities. And so all of those voices were part of the program that once that strategy is that you can always worry about the logistics next, but you’ve got to get that piece of it too often in event planning for the night of we think about the logistics, but we haven’t really thought about the strategy and that that’s, what we lead with and that story telling is is just a one part of it. Next is if you’ve told the story, then you’ve got a provided tangible way for people to make a difference, and so we don’t we do a lot of fund-raising at night, but its not around and for things we had one great item this year, and the rest is all about an auction to allow people to sponsor wishes and that’s the meaning of it. You go from the programme, which told the story from the perspective of families who have experienced it and then give people the opportunity to share in joining the mission by sponsoring future wish it was incredible to watch the little store ones, and some don’t respond to the wish. A season for wishes any or twenty five thousand. Dollars. Donation. In the room. An individual wish, right down to a thousand dollars and watching the room right up. Every time somebody was part of the community that was making a difference was really an extraordinary thing. It allowed people to know that this was a really special thing, that in this time and place, we’re all making a difference. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige, no knee author off the non-profit fund-raising solution. Dahna oppcoll i’m going to ask a little just sort of a digression just about the logistics of that that auction for wishes did you have people predetermined that would that would be bidding on on any of the any of those auctions and those wish auctions way we thought about wass how could we make it? And i don’t mean to suggest the whole thing’s written? No, no, what did you have one or two people who you knew would get the ball rolling? They were all legitimate bits. We wouldn’t do that, but but there’s a couple of things that we were able to do before tony. So three board members came forward and said for new donors who never made a donation before to make a wish, the ability to come and make a difference for a child that’s a pretty important thing, but how much more would they feel? The impact of that initial donation if we came up with a challenge match, so three of our board members got together and one hundred and seventy five thousand dollars was put up in advance. They pledge this and they would donations of two hundred seventy five thousand, so that was a huge thing. We also knew from a couple of donors at the wish auction for somebody who couldn’t be at the gala, they were out of town was still a way to participate, so for people who weren’t there and want to participate that’s part of our culture now you always have this opportunity give even if you can’t be there. So we knew a handful of dahna they do it? What’d you do for the ones who couldn’t be there, so they have already pledged it, and they’ve made that commitment right before, and so we let people know that we were able to do that. Those two things are done in advance. We know that if if people know that thie donation they make is going to be doubled, there’s a likelihood that they’re going to give a little bit more on dh, then the other one to find a way to let donors who just can’t not be there that night. How else could we participate when it’s about wishes anybody can participate? And i think that helped a cz well, so that’s kind of the two things we know going into the night. Come and then way announced to the audience and then the third part of our trilogy stories after the event, what do we need to be now? Follow-up should be planned during planning, right way we should be thinking about what our follow-up is gonna be while we’re doing the advance planning it is, but we’re hearing a lot that night, and you’re understanding what the individual journey might be for donorsearch we can talk about on overall strategy were also listening to the donors needs as well, and that we hear that that night so that’s that’s an important thing. But, you know, i i think there’s a couple of great examples, our ten million dollars donor started out as a seventeen hundred dollars, went on. He bought tickets to a mets game where they were doing a benefit for make a wish and to see the journey after some of the events it was where he got to the transitional stage was when he was able to make a difference for the individual wish, so he began to grant wishes and then began to think, well, if i could grant a wish, i wonder if i could do more then he began to grant a wish a month for five years. Sixty kids, when you think about that, and that his attitude wass. But i couldn’t hyre others by this, and i have to lead by example. So in his office building, he took down some of his paintings and put up something that we have designed, which was simply a tree, acknowledging those wishes that have been granted so simple. First name of a child and a wish. When you came up into his hobby, you immediately saw that. This was somebody who was champion the cost. So he then, as he got closer after, after having been an event donor. And so when it became time to start thinking about the next generation wish children, you know, in two thousand thirteen, we were thirty years old, and we had grand on ten thousand wish, and we had a big bowl dream for the future. We wonder, grant the next ten thousand wishes because we understood now importance and impact want to grant those ten thousand wishes in a decade? Well, how do you sell somebody on a big, bold dream? Will you go to your best investors in the cause? And he said, well, i’d like to give you a down payment on the future, and that became the largest individual gift in the history of make-a-wish worldwide from an individual and think about that for the for the future of this organization, you know, here was somebody who went from seventeen hundred dollars, two, ten million, but it was never about ten million dollars for him. It was about the ability of change ten thousand lives. And so you think we moved from transaction, you know, i give you tickets to this event because you gave me a donation moved to the transitional stage where we could say thank you for making a difference for that child to the transformational stage would thank you for making a difference for the future of the mission that’s where the journey goes. If we take our special event and understand that each of those stages the preplanning the night of and what happens after are all distinct but equally important segments that can help that donor journey. Okay, we still have a couple of minutes left. Anything you want, teo. Hopefully you do have something you want to share that we haven’t said yet. Well, i think you know, one of the things that i was really struck by wei had our gala on june twelfth this year. And there was a couple who had come forward and they were security. They secure the honore, and they were great in helping support the fund-raising around him. And as they thought about sending a letter out two people to solicit funds from business colleagues and family and friends, i learn a lot when you see the letters, say, right, and this one just simply said we got involved with make a wish because we learned about Micah 6 year old who want to be a ballerina. We stayed involved because over the years we’ve seen hundreds and thousands of kids whose lives have been forever changed, and what i realized was here was a couple who came to an event was a cultivation event, just learn about make-a-wish and they heard that story and that stayed with them, and now we have an event for which they were such an incredible catalyst as a couple raised one point, six million dollars the fund-raising they did was extraordinary, they’ve been doubt a wish in perpetuity, and yet they never lost sight of the fact that it was at an event that was learning about that one child that touch them and made them want to do more. I don’t think i really understood the power of their motivation until that moment, but what i did no that’s, the discipline that we need to put in place and that’s the story telling you a story telling all the way in which we don’t look at this as a transaction it’s so much more and event can be so much more and could be such a powerful part about how we welcome donors into the extraordinary missions that we all support don’t leave it there. Ok, tony. Thank you. My pleasure, pat clemency. She is president and ceo of make a wish, a true new york and western new york and thank you for bringing lessons from rochester and buffalo. Thank you, my pleasure or listening to tony martignetti non-profit radio coverage of fund-raising day two thousand fourteen. Thank you so much for being with us next week. I just don’t know what’s going to happen next week. We’re pre recorded today, but have i ever let you down? If you missed any part of today’s show, i urge you find it on tony martignetti dot com. I’m just not sure about the singing. For twenty sixteen, we’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuing two dot com and by crowdster online and mobile fund-raising software for non-profits now, with that apple pay mobile donation feature crowdster dot com our creative producers claire meyerhoff sam liebowitz is the line producer gavin dollars are am and fm outreach director. The show’s social media is by dina russell, and our music is by scott stein be with me next. Week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones, me doris, the founder of idealised, took two or three years for foundation staff to sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s, why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i i’m a big believer that’s not what you make in life. It zoho, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for February 19, 2016: Innovation in Mississippi & Successful Giving Days

Big Nonprofit Ideas for the Other 95%

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

Crowdster, online and mobile fundraising software for nonprofits. Now with Apple Pay mobile donation feature.

Sign-up for show alerts!

Listen Live or Archive:

My Guests:

Aisha Nyandoro & Cassandra Overton-Welchlin: Innovation in Mississippi

There are lots of stereotypes about social change in the deep South. We look at what’s really going on in one state. What are the challenges? What are the opportunities? Who’s doing the work? Aisha Nyandoro is executive director of Springboard to Opportunities and Cassandra Overton-Welchlin is a director at Mississippi Low-Income Child Care Initiative.

Aisha Nyandoro
Aisha Nyandoro
Cassandra Overton-Welchlin
Cassandra Overton-Welchlin

Caryn Stein: Successful Giving Days

Caryn Stein

What is key to make your giving day successful? How do you activate your community to make them super fundraisers? Which technologies are critical? Caryn Stein is vice president of communications and content at Network For Good. (Recorded at the 2015 Nonprofit Technology Conference, hosted by NTEN, the Nonprofit Technology Network.)

 


Top Trends. Sound Advice. Lively Conversation.

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

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

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

Sign-up for show alerts!

Sponsored by:

Crowdster
View Full Transcript

Transcript for 277_tony_martignetti_nonprofit_radio_20160219.mp3

Processed on: 2018-11-11T23:37:43.391Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2016…02…277_tony_martignetti_nonprofit_radio_20160219.mp3.510656621.json
Path to text: transcripts/2016/02/277_tony_martignetti_nonprofit_radio_20160219.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host we’ve got to listeners of the week first beth and lock in vancouver, british columbia, she’s at a fundraiser, beth and she tweeted, i quote, getting ready for work and listening to the-whiny-donor and tony martignetti i just love her exclamation excuse me, i gave the-whiny-donor life. Yeah, if it wasn’t for me, she’d be like a collection of one dimensional characters on your screen. I breathe life into her and gave her one dimensional audio. S o you know, can i get something? You know, besides listening to tony martignetti death? Thank you very much. Okay, lets try the next one. Professor brian mittendorf he teaches accounting at our hyre state university. He listens in his car and he tweeted a picture of my name on his audios screen on the car. And i just love knowing that he’s driving around ohio with my name on his screen. I just something very comforting about that. But then included in the picture was the avatar for the show and it’s a guy who’s in his seventies and wearing a bow tie and i don’t know what you think of my looks, but i have never worn a bow tie. So, brian, your toyota bluetooth is screwed up worse than the airbags, so drive carefully and you’re going around with the wrong picture on your car and that professor brian mittendorf is at counting charity. I don’t know too lacklustre listeners of the week i know who picks these people nonetheless, i’m glad you’re with me. I’d suffer the embarrassment of keratosis polaris if you rubbed against me with the notion that you missed today’s show innovation in mississippi, there are lots of stereotypes about social change in the deep south. We look at what’s really going on in one state what the challenge is one of the opportunities who’s doing the work monisha nyandoro is executive director of springboard to opportunities and cassandra overton welchlin is director of mississippi women’s economic security initiative, a project of mississippi low income child care initiative and successful giving days. What is key to make your e-giving day successful? How do you activate your community to make them super fundraisers? Which technologies are critical? Karen stein is vice president of communications and content at network for good and that was recorded at the twenty fifteen non-profit technology conference hosted by our friends and ten non-profit technology network on tony’s take two charity registration we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com also by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation feature crowdster dot com my pleasure to welcome first aisha nyandoro she’s, executive director of springboard to opportunities providing strategic direct support to residents of affordable housing. She’s been an academic evaluator philanthropist now and non-profit executive she’s been a fellow of the w k koala kellogg foundation community leadership network and ascend at the aspen institute springboard is springboard to dot or ge that’s t o and she is at nyandoro s t o r you sure? Welcome to the show. Hi, tony. Thank you so much for having me. Pleasure. Welcome. Also cassandra overton welchlin she’s, a licensed social worker. In addition to being director of the mississippi women’s economic security initiative, she worked with organizations from local to national to address the social, political, economic and ecological injustices in low wealth. Communities of color that grow out of racial inequities in public policy and she’s at sea welchlin cassandra welcome. Thank you for having me, it’s. A pleasure, ladies. Welcome from mississippi. Um, cassandra, why don’t you start by just saying a little more about the work that you’re doing at the mississippi women’s economic security initiative? What’s that work about cassandra we still have our kind of grew out of, um, a need to really hear more from women about what it is. They need to be able to take care of their families, and for so long, our organization has been working around getting low income working women access to child care so they can go toe work. We know that long come working, women don’t make a whole lot of money, and this child has subsidy really does add to that income so that they’ll be able to pay for that child care subsidy program our child care so that they’ll be able to go to work. Child care can be as expensive as college tuition, but if a woman has a child cast subsidy, then she’s able to, um, use less of her income for child care, more to go towards other things. And so we heard from women about what is that they needed, and so we wanted to put together, and jenna that responded to that. And so we developed the mississippi women’s economic security agenda to really try to put together a policy agenda that would improve the economic well being a women looking at child care, access to health care, access to equal pay and higher wages. And so ah women’s economic security agenda is there to promote those kinds of policies and put women’s voices front and center into the policy debate. And we’re the only ones in the south that’s doing this women’s economic security agenda and so it’s very important and that’s some of the work that we’re doing okay now did i have it as women’s economic security initiative? Is there a difference between an initiative and an agenda? It’s not the agenda is the policy piece. Okay, so the agendas policy. Okay, so what’s the initiative. So the initiative, um, it’s really kind of our overall work where we are doing coalition building. We are working to build, um, consensus among women legislators across the state. And so there’s several steps to that. And we’re doing movement building work within the state of mississippi inside of communities. And so the initiative fans across coalition building policy making and and really doing the civic engagement. Okay, cool policy level work. Excellent. Let’s bring ah, aisha and i should tell us about springboard to opportunities we just have about a minute and a half or so before break. Ok, great, well springbox opportunity works directly with families that live in a setting of affordable rental housing. We know that affordable housing is a critical step towards breaking the cycle of poverty, but in and of itself, it’s not enough on his own residents living in federally subsidized housing also needed part of services social capital, if you say so, to have overcome some of the challenges that they need to achieve and secure a more hopeful feature. This is where springboards opportunities comes in. We are built on the premise that affordable housing combined which strategic resident engaged services can provide a platform for low income families to advance themselves in life schooling work. We do this bite-sized serving is the connector between residents in the bradrick committee using strategic community partners, system programming to address the unique needs of our families were unique because we are one hundred percent resident driven, which means that we’ve listened. We’d listen, listen and made we act and we engage where the only entity in the mississippi doing the work on the ground, specifically with families that live in federally subsidized frontal housing. So, it’s, all things innovative in mississippi? Yeah, no coal, no kidding. Got two organizations that are unique in the south, right? Right, yeah, i know exactly where you, you know, unique in the fact that it’s a lot of overlay and there’s, a lot of overlap in the work that our two organizations are able to do to really help move not only mississippi ford, but the south. Florida’s well, okay, we’re going to go out for a break and when we come back buy-in cassandra, we’re going to keep talking about the work in mississippi, the challenges, the opportunity, the challenges, the opportunities stay with us. You’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent that other ninety five percent small and midsize non-profits that’s who we’re about it’s time for live listen, love, where are we? We got listeners chapel hill, north carolina and new bern, north carolina. Do you know each other? New bern in chapel hill? I’m going to be spending quite a bit more time there very shortly st louis, missouri, philadelphia, pennsylvania and there’s others, but let’s go abroad. Jakarta, indonesia is with us, seoul, south korea. Always so so consistent soul, thank you very much. Annual haserot mexico city, mexico when a star days, jakarta, indonesia i said jakarta and federal argentina we have argentina’s well, that’s a new one can’t do live listener love without doing a podcast pleasantries over ten thousand listeners, whatever you’re doing, whether you’re driving in the car with the the wrong picture of a wrong man on your screen, on that ah, wherever you are going to work over ten thousand listeners, thank you so much. Podcast listeners on whatever device you’re on whenever you listen and affiliate affections are am and fm listeners throughout the country, on those am and fm stations affections to our affiliate listeners and worry about toe. I think in the next few weeks we will be announcing a fume or new ah am and fm station affiliates. Okay, ladies, isha what’s the you know, we want to talk about the culture in mississippi, but i think we i feel like we can’t understand if we don’t know like the history of you know what? What’s what’s some of the history there that you feel impacts the current and impact your work, you know? Definitely. Well, you know, mississippi has a really unique in british history. I’m from mississippi, a comics of home grown goodness. So i love all things mississippi. But, you know, we do have a history of segregation, discrimination, jim crow. All of those things are really president part of our current reality, you know, unfortunately, we have one of the largest poverty rate in this country, and it’s also know blends over into childhood poverty one in three mrs to be children live in poverty. That’s, you know, sixty four, sixty four percent of these households are headed that single women. And so when you have that narrative shaping a community currently that believes and so what’s available if they released a future opportunities, and so that both of the realities that were working in but even though those are our realities of the people in this state love this state. We live here were working here that choice both could sandra and myself. You are from this area and we both chose tto go away to school and come back home to do the work and be grounded in the work. Because we understand the history of the space. We understand the uniqueness of the space. But we also understand the beautiful opportunities that are in this space. This well, we are a community rich in a loudly cultural in history. And by knowing that his three, we were able to move forward and write a brighter script in a new tomorrow. Okay, um, cool. Cassandra, do you wantto amplify anything or add to it, you know, just about about the history and what it creates for the for the present for your work? Yes. So i i’ll just agree with everything i usually says. And it makes the work. And as she says, she called herself, you know? Home what? Do you call yourself home home grounded in this? And i call myself the daughter of the south, a daughter of the south and it’s so important that we did come back home too, engaged in the work and try to improve our communities, poverty harms the life and the well being of our women and our children, and it also slams the opportunity. I mean, the doors of opportunity shut for them, no, and also diminishes the economic health of the entire state and saying that when mississippi annex policies and make, um, legislation that harms are disproportionately impacts community of color here it also impact the entire state not just that population in an impact, all of us, and so, as a result of that, um, we do have these deep, deep pockets of poverty that exists here, but yet we also have this resiliency that exists in our community. I mean, we are rooted in the civil rights struggle on the civil rights movement, and so a lot of that richness still exists here, where people continue to move forward and push through the heart hard walls, that, um, that have continually been built. But we continue. To push that down so that we can get hr families, make our families more economically secure and prosper, and so that our children can have these sustainable communities for generations to come. Cassandra is rich history and culture that is negative, but also we build upon that to move our community’s forward so that we can get more opportunities to our communities. And so so it’s it’s, good work, you know that being that’s being done, but yet there are some challenges that exist. Cassandra, why did you return to mississippi? I didn’t want to at first me just be clear about that. I didn’t want to because of what i’ve seen growing up in my own way in my own family, but there is a commitment to that family and commitment to my communities and one thing about me as a leader it’s important that i surround myself with other people who can hold me accountable to the values that were instilled inside of me. And so those communities came the other that people those people came together and say, cassandra, we need you back here because we need what you have to invest in those communities and so i came back and i came back, and i’m glad i did, because what i have is what my community needs and i didn’t want to be. And this is me personally be this trader where i’m going in other places e-giving and, um and and not giving back to the communities that invested in me, and so there’s this real value their of wanting to put back into my community what was given unto me, and so that’s a real value there. And i say, all the time when god made me, he really gave me a triple dose of from justice and what better place the ground that is here in this fifty? And so i wanted to return, and my family story is rooted in this place of, um, of grace of service on and also a poverty, and i wanted to be a voice for my family in that. Are you sure your work would be so much easier in some other part of the country? What brought you back to mississippi? You know, i don’t know it’s, not work, will be so much easier in other parts of the country, you know? I don’t know if my work would be is needed and other parts of the country, you know, you know. So even though doing its work in this is to be it’s difficult, i think the work of social change and community building it’s difficult in any context, does something cubine mississippi where this work it’s really hard. I think we as the country sometimes did not want teo deal with the injustices that exists that keep people paralyzed in the systems that keep people paralyzed and that’s just not unique to mississippi that’s the narrative, you know, throughout our country, in some places that so much to me. I really think my work would be much more difficult because i would not be ableto be the immediate menace stations of the work in action, and i would not i feel it, so i were living my purpose out loud and so the work will be difficult because i won’t be as committed. I want being grounded in it. The work that i am doing as the leader of springboard opportunities is particularly the work that i was called to do. I was built to do this. I was built to move. These community for teo implement this innovation that on lee as a model here in mississippi, but a model of how do you engage families in affordable housing system that can be, you know, replicated throughout the country for the work, i wouldn’t be any easier, it will be different. It would not be fulfilling, but, you know, it wouldn’t be me being in mississippi being here, it makes me ground it and in being ground it’s the only way that you can do this work because it is difficult, we are on the ground trying to change the narrative, changed lives in power, people. And that is not something that happens overnight. Andi the reason i said would be easier, i guess maybe i made it sound too pollyannish, but easier elsewhere. I was i was thinking of the i mean, i’m thinking of the challenges like around education being no solo funded and and recently, just within the past, like month or so, there was there were headlines about the failures of the child welfare system. You know, there’s just especially, you know, working in a population with with children, asia that’s argast thing i mean, you there’s. Just a lot of theirs just seems like there’s more challenges in mississippi now that you know that it’s not that is true. There are a lot of policies in mississippi that are unfortunately ineffective, but that’s why we have the innovation of programming and policy coming together on the ground. So cassandra the ram that she works in it’s really policy around that i work in this really grasses organizing in programming, and we’re able to bring the two together to really move the needle and change the narrative. So you’re right. The work would probably be easier in some places that were a little more liberal because we would have educational poverty policies worked for policies, childcare policies, transportation, all of the things that we all of the challenges that our families deal with. Those may not be as heavy a mountain to move, but yeah. Okay. Cassandra, let sze shift over to some of the opportunities. What do you see as being advantageous there? I mean, what do you what can you grasp onto toe advance the agenda. So ben jealous did an excellent report that was published by the center for american progress called truth south. And a couple of things he brought out in that and that we see manifested quite a lot. And i work is there’s some unique opportunities that we have right now. One of things that he brought up is this changing demographics that that’s happening but twenty forty three way will be a majority people of color state our country, and so as a result of that and that and even in mississippi and twenty, anna senses that show that, you know, white children were a minority here in mississippi. So we have some interesting opportunities where, you know, more people of color will be, um, a majority in our in our country saying that that has unique opportunities to do a couple of things. We know that people of color vote more progressively in their voting patterns, they vote for more progressive leaders, and they also, um, they and we also know that they get out and vote, so that creates a unique opportunity as we began to talk about how do we change the landscape and the leadership in our country, in our state houses at the local level as well, even at the national level. And so we have these unique opportunities, i think another thing is building because in the south, particularly in the south, we’ve had thes very conservative and x dreams leaders who post policies around on an attack on women’s rights, and as a result of that, they isolated white women. And so we found that if we can hold and bring along these white women as a part of a new voting block, then we can really shift an example. In four years ago, mississippi had an amid a ballot initiative, proposition twenty six, the personhood amendment where we’re going to completely limit how women were completed limit women’s rights around abortion and what happened, wass christian white women joined together with interface women of color to say i am pro life, but i’m also port port pro choice. My body is my body, so that presents some unique opportunities. The other thing is that the vote of the youth with black lives matter taking the country by storm it’s happening in every pocket of our community where young, bold young people are saying, you know, enough is enough my black skin is gold my black skin on my brown skin is important. And i’m not gonna let you do do this. And so you have these movements arising, but we can trace them back here in mississippi to the civil rights, civil rights, right, free family. Right. So these are some things that we could begin to build a bond too. Build these unusual alliances, alliances and these multi racial and interject generational voter coalitions so that we can transform the political power here in mississippi, but also in the deep south. Alicia are incredible opportunities that we have here to really move the things that we issue and i care about around our women and around, aren’t you? Yeah, i want to turn toe aisha aisha opportunities that you see in your work with with the the families, you know, you know everything next sandra has said, but i also see a lot of opportunities and the work is that there’s a changing tide. So you actually now have a a lot of individuals moving back home. So you have a lot of progressives and a lot of, you know, people going out to get educated but then doing like, the sand you and i have done, which are really moving back to mrs, being really growing, where you, you know, growing where your planet and getting e-giving back to your community and being more and still than involved within your community. So there’s a lot of opportunity there, but then also there’s a lot of philanthropy here in mississippi and in the deep south that we really don’t talk about there’s a lot of there was a lot of homegrown philanthropy was far individuals. E-giving but there’s also a lot of big philantech ity and individuals are really beginning to look at what we need in the region to change the narrative and really began to be the author of our own narrative and not letting the north or the east there other places really defined what this region is because we know what it is that we are beginning to work in conjunction more with the lance therapy toe really elevate the true story of mississippi? Okay, okay, are you sure? What about the special challenges of being a black woman doing this social change work in mississippi? So that’s, interesting question. I don’t see any challenges being a black woman doing this work, i think being a actually, i see no challenges with c it is nothing but opportunity. I am a black woman and eleven mississippi, and but with that, i understand what that narrative, maybe others other strike right to say what that perception, maybe two other than my perception of my reality in my abilities, but by that being the perception of others have made me a really hard worker. I work harder than most people that i know, but i work hard and i’m grounded, and i give all that i have to give. So being a woman of color doing this work in mississippi, it’s a beautiful thing, because because i’m grounded in community, i’m grounded in my history and branded in my narrative, i’m grounded in the elders, and itjust presents tremendous opportunity for me to lift up the challenges that i know you know, our present within my community and working on behalf of my community. Cool, cool. Cassandra wants the same question doing that doing that work as a black woman in mississippi. What was it like? Some of the things that i found on doing the work is so i ran for elected office. Oh, yeah, three years. Ago, i ran for state senate and one of things that i’ve found and it’s not just me, but other black women who have run for office and and this is really across the country is that you have, again, these gender inequities that exist, and it was hard for me to get the money to do what i wanted to do. It was very difficult to do that most people will. R r it is more eager to give money to i mean, to do this work more eager to give to me and to run for office to start a business we found, i found that also found that right? But so as a result of that, we’re having to build the strong coalitions and relationships among each other to reach across like i should say, we have these individuals that are engaging and more of this philanthropic community, and so we’re having to pull together some of these folks, some of our friends that have access to those resource is so we haven’t to think smarter about how do we get more of our blackbaud folks and black women into these elected positions? The other thing is that i use dahna doing our work, we also found i have found that it’s hard to elevate the voices of the people whom we care about. L’m the national platform, particularly in the media, it’s been very difficult to do that and to try to do it in a way that will change. As aisha says, the narrative of our communities and so being able to form these relationships with the feeling about the community and other people who may have access to resource is has been sochi. It goes back to this building, you know, these unusual alliances so that we can segway are in segway, away and through those platt forms so that we can elevate the voices of the communities that we care about. So i found that black women’s voices aren’t at the national level, the way it needs to be, and the communities in which we care about there’s a, um, they’re cassandra, but we’re moving towards that. And so, you know, those are some of the things that i found it, okay, we have just about thirty seconds left or so, and now you show i’m going to leave it with you, there’s. A saying that as the south goes, the nation goes, um what do you think that what you think the future of the nation is? I think the future of the nation looks bright, you know, the south is full of passionate, committed, innovative individuals who are connected to the space that were called to work in we understand working across sectors, we understand the importance of collaboration, but we also understand the importance of i’m making sure that all individuals just not the haves but all individuals, though that we proceeded to have nuts as well have a seat at the table, so we understand unusual alliances and create a partnership, and we understand the need of policy and effective programming, and we’re good stewards of our resources and were innovative, beautiful people, you know, the blues came from mississippi catfish colorings, all those beautiful things that you think about in the south, so i think the nation good, we have our challenges, but we recognize those challenges and despite that we’re moving for were being committed, and we’re going to do the good work. That’s asian nyandoro you’ll find her on twitter at nyandoro s teo and also cassandra overton welchlin at sea welchlin ladies, thank you so much. Thanks for sharing. Thank you. Real pleasure, right? Successful giving days with karen stein at the networks for good is coming up first pursuant and crowdster i’ve talked to their ceos, both of them. I know that these companies can help you in small and midsize non-profits they understand your challenge is they understand what your needs are, and they both have companies and products that have ah, that are designed to meet those needs. That’s ah, it’s trent recur at pursuant and crowdster that’s ah it’s, joe ferraro, their sponsors of the show because their products can help you raise more money. They both have terrific backgrounds in non-profit duitz and in corporate work, so they’re playing corporate solutions to the challenges that they understand that that you’ve gotten in joe ferraro att crowdster actually runs a non-profit so that’s pursuing dot com and crowdster dot com now tony’s, take two. Are you properly registered in each state where you solicit donations? If that question makes you cringe, then we should talk. And if you have no idea what i’m talking about, we should talk, you’re non-profit needs. To be in compliance with the state laws in each state where you solicit and that includes paper, mail and email, text text to donate if you have a donate now button on your website. That button is a solicitation when it goes live doesn’t really doesn’t matter if anybody ever clicks on it in any individual state or anywhere but when it goes live, that’s the solicitation and that triggers registration in at least half the states i can help on dh getyou into compliance. If we need to talk, you can get me at tony at tony martignetti dot com or the contact page at tony martignetti dot com and that’s tony’s take two here is karen stein from the march twenty seven twenty fifteen show and originally recorded at and t c twenty fifteen welcome to tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen our hosts are intend the non-profit technology network. We’re in austin, texas, at the convention center, i guess now is karen stein. Karen is vice president for communications and content at network for good, and her workshop topic is the secret formula for successful giving days. Karen stein, welcome to the show. Thanks so much, tony it’s. Great to be here. It’s. A pleasure. Thank you very much. Thanks for taking time on a busy conference day. Yeah. It’s definitely exciting to be here at at the anti cia and see lots of old friends and make lots of new way. And so it’s it’s, always in one of our favorite events. Excellent. This is my second year here doing interviews on dh believe this is your second my second year here. And, of course, network for good has been here for many, many years. So since around two thousand seven, i think right for yeah, i believe so. First, long before amy sample ward was ceo. Definitely definitely. And i think it’s it’s growing into i think one of the premier non-profit events teo, be at i think so. I mean, that’s always what? You know, there are many conferences to go, teo. If for both attendees and exhibitors. But this is when we definitely make a point to always, always be out there. All right, so i’ll see you again next year. Definitely looks like a date. All right, all right. We’ll set you up with an interview for twenty sixteen um, successful giving days. So now i think the biggest probably most popular, is giving tuesday what are some examples of other ones? Yeah, so different types of giving days, they could be based around the time of year they khun b based around a region or an affinity group. So there are things like giving tuesday, of course, which is really the kickoff now for urine giving, and then you have things like give local america, which is focused more on regional giving in other community foundation states have their own giving days. We actually helped maryland due e-giving day for their state, and it wasn’t a maryland, yes, for their non profit organizations to the maryland non-profit association did e-giving day on and then you have ah, non-profits who want to come together and do giving days around affinity groups so things like give out day, which was really kind of focused around issues affecting gay, lesbian, transgendered folks and have those organizations come together not just to raise funds but also to think about how to raise awareness and use those social networks as a zit means to get their message out, i had henry teams as a guest about a month ago or so roughly talking about the success of e-giving tuesday generally and how what a huge spike there was for twenty fourteen he certainly emphasizes the decentralisation of it and all the sharing tools that are available is that common across the successful e-giving days definitely, i think that the reason why e-giving days have become so popular is because online fund-raising has become so popular, and it really has decentralized and and decouple the idea of fund-raising an advocacy from just not just the organizations, but it’s really something that everyone khun d’oh, and to think about how you can couple that technology with the idea that we have these large social networks, it’s really allowed that to take off in a very viral way, and we often talk about things going viral. This definitely has for sure, and i think it’s great on dh. So what are some other, you know, common traits, important components of a successful e-giving yeah, well, the thing is that that makes giving dae so unique, and i guess so effective is that it’s really using that sense of urgency? And we know that a sense of urgency, especially in fund-raising campaigns can really motivate people to act when they otherwise would not. And so having that limited window of time really gets people excited and it’s very focused, you have a lot of energy, kind of compressed in tow one day, twenty four hours, and it really gets people excited. And so i think, that’s one piece of it, right? I think it’s that urgency and to take that and then really empower people with a message and some fun sharing tools. So i think you hit the nail on the head there were thinking about how do you not just use social media as a promotion promotional tool, but to use it in creative ways with images, with videos with, you know, some kind of contests that could really encourage that excitement, right? Because that’s one thing that you definitely need forgiving day, you need something had to be fun, and you needed to be interesting, and you needed to be exciting because that’s, really what is going to get people to pay attention to you and be motivated to share that with their friends and their family? And so we think that that’s really one of the things that’s, that’s really important? So it’s, that sense of urgency, the idea that you’re having fun but it’s also this idea of specificity, how do you become very specific about what you’re going to be raising funds for in that day? And we find that the most successful e-giving dave gold gold, if you can’t really just be about general giving, it needs to have something else to it. It needs to have something specific, so maybe that’s a specific program that you’re working on, maybe that’s ah specific goal that you’re working tour, but it needs to be something, you know, maybe you’re trying to open a new soup kitchen and that’s the particular thing that you’re built, you’re raising funds for its not just about your your cause it’s about that one particular thing, because having that tangible thing again helps you be more creative and be very specific, and i think it gives people something to really grab onto and share and understand exactly where their money is going. Okay, interesting the specificity. So do you find that organizations that are just more general say on giving tuesday, you help us out today, it’s giving tuesday, they’re not being a successful is the other right? I think that there is if you’re not specific, you’re not going to be as successful. And i think that it’s not enough to say it’s giving tuesday, so give it’s the same thing as if you were saying now, it’s time for our annual campaign so you should give to us that’s not compelling for a donor, and so i think that, you know, if you can get very specific about the cause that you’re raising funds for maybe it’s a special, specific project, we see that that’s really makes a big difference because it also helps the non-profit get really clear about what their marketing materials are and what that message is, and it could help you stand out, especially on e-giving day we’re in so many people are actually putting out those fund-raising appeals having something unique can help you stand out above the rest. And so it’s really important for you to be specific about that ask because we know that that’s what donors are looking for, and that really does play into that idea of a e-giving day of really coming together to fund one particular thing that people care about. What should you be thinking about if you’re trying to decide whether e-giving day makes sense for your affinity group, not let’s let’s put aside participating in something national, like give local o r or giving tuesday if you try to think about it for your own, like university, for instance, you know, how would you what do you need to think through? Yeah, i think that what you really need to think about a couple different things. I think you need this the internal staff to be able to do it. It doesn’t have to be a large debt, but you do have to have someone dedicated to being the champion of that giving day for your organization. Because it’s really just like any other campaign, you need to have a plan you need to have. Ah, you know, one who’s going to man those marketing channels. So you need to have somebody dedicated to that. You need to really be able teo leverage social media. I mean, you could do e-giving day without social media, but i think it’s a lot more difficult. So you need to have we’re already started thinking about how do you build that up for your organization to use that as a lever? So you need to have some type of social media presence and you need tohave ah, fairly decent following, and that could mean different things for different organizations. A larger organization is going have probably many more followers. A smaller organization may not have as many, but the followers they do have maybe just his passionate so you need those people to amplify your message, and then you need a really easy way for people to activate, right? You’re sending out those messages through social media? How do you actually get those people to take action and make it very easy for them to do so in terms of donating all mine? Or if you’re called to action could be signing a petition? Most giving days are about giving funds and making a donation, but some organ it doesn’t have to be, but it doesn’t have to be at a lot of people use that as an opportunity to raise funds, but also to get people on their email lists he really expand their social network so some of those different asks that you could give to your supporters are yes, we would love for you to support the mission with a monetary gift, but you can also support the mission by sharing this this message with your followers and help us expand that network, and that could be really powerful, especially as we see millennials take hold that’s one way where they really i feel like they can make a big difference is being an advocate for that cause and that in some cases, especially for smaller organizations, can be a big win because they don’t necessarily have that built in base to communicate. Tio way assumed that most people know what e-giving tuesday is but give local america when i wanted to explain what that one is about because i don’t, i don’t think a cz widely known but it’s still very, very interesting. Yeah, it is, and i think it taps into this idea where so give local america is actually done through a lot of the local community foundations and it’s really all about giving local to your own local charity. So if you are living in austin and i think the us who actually, austin is having an event this week called amplify austin and it’s all about giving back teo to those charities and those organizations in the austin community. So it’s really focused on making sure that your charitable donations are staying within the community. I’m really getting people excited about what good is happening in their own backyard. So that’s really the premise of give local america’s toe leverage the networks and the non-profits through the local community foundations and created giving dae that way. So it is a national day devoted to giving, but it’s, the action is actually happening at the local level. We talk some about the technologies that you should be employing in your you’re now that you’ve decided to to embark on a given day, definitely so the great thing is that technology is really democratizing fund-raising and it allows that to happen at many different levels by really anyone, and so what we would would recommend is that you have a really strong online giving presents it should also allow your donors to make a donation online very quickly, but it’s also about mobile because we know that a great majority of people are now, reading messages on mobile email messages as well as the primary use of many social network it’s actually coming through mobile, and so that experience needs to be very mobile friendly so people could quickly take action, get that done and feel good about giving that gift rather than it being a long drawn out process. So that’s really critical. The other thing that you need to think about with your online giving platform is, is there an option for people to raise funds on your behalf? So is there an option for someone to come in and not just make a donation but actually amplify your fund-raising by becoming a fundraiser for you, so appear fund-raising functionality is also very important for that and then having some integrated social sharing tools. So we talked a lot about this idea of social media and leveraging networks has really allowed these giving days to take off so that’s one things that non-profits really need to think about is how are they going to then enable and empower those donors and those fundraisers to share their message with tools right on that page, right on their their facebook page on their web site just making sure that they’re making it as easy as possible to find those ways to share that message. And so i think those were really the things that are critically important. There are many other things that you could do. I mean, having a great email marketing tool, of course, is one and all these things are typically what you would find for any successful campaign, but particularly the mobile in the social and the pier fund-raising are extremely critical, forgiving days because you need to be able to activate as many people as possible within a very limited amount of time. I imagine there’s there’s lead time to this and, well, there’s, obviously lead time. That’s silly, but terms of getting some early adopters, maybe, you know, you got some key people lined up way in advance so e-giving day, what about some of the ground working s o u need t be planning ahead, so we would say if you’re if you’re thinking about giving tuesday and now it’s only march, but you need to be thinking about that now we would say that ideally, you would have about three to six months lead time. If you are thinking of of give local america, which is just in may, so that’s not too far away, you still have time to plan that. But those far ahead as you can get you, is going to be more. You’re gonna have more success oppcoll campaign and one of the things that you need to be thinking about when you’re planning that is being able to identify who are your most passionate supporters, whether those air people within your staff or your volunteer group, or maybe donorsearch one outside your organization, you need to be able to get those people on board are early, get their input, make sure they’re aware of what’s happening, and then equipped them with the right messages in the right tools to be able to really amplify that message for you. So that’s, really important to think about. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz if you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. What more are we looking for? We’re in these people that we’re going to recruit early on long before the early the early adopter. Yeah, i think what you need to think about our, you know, our what is their story? Why do they support you? And i think that’s a really compelling question to start asking those people because that story you can use yourself, tio really inspire other donors, but you need to understand what motivates them. Why do they give to the organization? Why do they care about your cause? I really understand that i think what you’re also looking for frankly, are people that have large networks, you know, and influence yeah, i think i think he want at least two to three people on your, you know, group of supporters that can reach out to the media, maybe they have connections, you know, your board members are actually great people to get involved in this process because they are typically people that do have influence in your community or have connections, and that could be a great way to use them t get involved, get excited about what you’re doing and really, you know, kind. Of make give them something to feel proud about when they’re reaching out to their friends, family and colleagues about why your cause is so important. So those are some groups that you could look to you. But i think volunteers, board members, people that are recurring givers, you know, we’re really talking a lot about recurring giving it that network for good, because we know that those people are the most loyal in the most passionate people. They’re committed to your organization, and often times they will want to do more for your organization. So that’s, another group that you can look teo, you have excellent way of explaining this very concisely. Thank you, really. Oh, it’s, zvilli, oppcoll. Let’s think about trying to make the case in our organization if we believe it’s, right? And we’ve got the tools in place and we have staff that can support it and wear confident we’ve got some people in our networks who will take it on right? But, uh, maybe the board is reluctant or the orjust my immediate boss is reluctant with ceo, how do we start to make they bring these people? Yeah, i think there’s a couple of things that you can do, i think you can point to the larger success of these giving days there’s a ton of examples out they’re both from the hyre ed space, but also from from non-profits in general, that are raising a lot of money this way, and so i think you can use that as a springboard for having this conversation at your organization. I think you have to be realistic. You have to think about what is the investment that you’re making in this giving day because you do need to two planning to have some marketing dollars to put behind it. What we would typically say is that you should plan to spend about ten percent of what you hope to raise. And so i think, it’s important to be really clear on what that goal is for your organization, but it could be a way for you to expand your audience and raise more funds. And so i think it’s ah, this investment that’s well spent. I think the other thing to think about is a network for good. We’ve seen that this type of fund-raising so far has been additive for organizations. A lot of people are concerned. Well, zishe is cannibalizing other giving it actually is very additive, and it could be another way to not only grow your day donations, but it could be a way to grow that donor base, which is a critically important for so many non-profits especially those small to midsize folks that are really looking to build their lists. And so i think, that’s another way, it’s a it’s an opportunity, really, for those people to meet several goals at once and i think that’s a great investment of dollars. How do you assuage the people who do say it’s just going to cannibalize our annual giving? We’re just going to shift shift time of year that they give? Yeah. I mean, what we’ve seen in the data is that that’s not actually the case. And so, you know, we we do a lot of analys snusz on on your in giving. And what we typically find is that we see about ten percent of our animal volume for the entire year. Come in at the last three days of the year and that’s been pretty constant. And so this year we really interested to see what? How did this really big giving tuesday, if influence that. And so we saw that on giving tuesday. I think we are. Volume was about one hundred and forty eight percent. An increase over twenty thirteen on giving tuesday. I was like, okay, that’s that’s nice. But what happened later? Right? Because that’s really where more people are giving what we actually saw is that this past year in twenty fourteen, those last three days accounted for twelve percent of our annual bowling, and that volume actually went up those days got larger. So it’s really interesting. Now i can’t necessarily attribute that cause, but it was just interesting for us to see that happen because there was, you know, we were thinking like, well, maybe that is shifting, i think what it is is starting to just accelerate the way that people are giving at the end of the year, but what we saw is that people are giving both in both cases, right? They may not big be giving large amounts on giving tuesday as they will on december thirty first, but what we do see is that the largest average donation comes in on december thirty first and the second largest comes in on giving tuesday. And so it is and and that’s a bigger gift than what happened at any other time of the year outside of december first. All right, can we still have a few minutes left together? What? What more do you want share that that i haven’t asked you about? Wow, that’s a great question. Well, i think that the thing that we would really encourage people to think about is just start thinking about it, i think it’s a great way for you to think about how to message organization in a new way if you haven’t tried it yet. It’s a great way to activate younger supporters if you’re kind of looking for a way to get new people in the door get younger donors involved it’s a good way to activate them, right? Because they really take to this because it incorporates a lot of the behaviours and the technology that there’s so comfortable with using. And so i think, that’s another thing to think about if you’re looking to tap into a new demographic, i think that giving days are way to do that, and there are so many great examples out there that you can kind of look, teo, to see how people are doing this and it’s really, you know about being creative and about, you know, thinking about maybe a new way to spend your cause to people that haven’t heard about it before. Are there other national ones besides e-giving tuesday give local america others that we could participating before we start thinking about creating our own? Yeah, i mean, i think that the big too, you mentioned i think i believe there are there are other giving days don’t haven’t for some reason, i’m drawn, drawing a blank on that, but i think you know, the interesting thing is that we would really recommend that you participate in one that has maybe a bigger following. First, because a lot of those organizations, especially the folks, that giving tuesday, have a set of resource, is for you to take advantage of. And that could be really powerful for folks that are just getting started. And not quite sure now. Or forget also provides a toolkit for folks that outlines exactly what you need to do and when. And so, i think, it’s really important if you’re just starting out to try to go in on e-giving day, that’s already in existence, like one of these national days, or even a regional event before you think about maybe creating your own event, because i think you’ll learn a lot by doing that. Yeah, they’re sharing tools, a critical on dh there already set up. Exactly, you know. Want to reinvent the wheel your first time out. You wanna leave us with one one tip that you haven’t mentioned yet he’s going to think of something that just in the last minute, but yeah, definitely i wouldn’t say that on giving days, you know, just like any other day of the year, any other campaign it’s all about being very compelling and drawing in that emotion from the donor, so don’t leave that behind like we said, it’s, not just about the giving day it’s, about what you’re empowering that donor to make possible. So you really need to be able to think about tapping into emotion when you’re thinking about that fundraiser and thinking about that appeal letter or that social media post that you’re doing really leverage the powerful work that you’re doing and, you know, send that message out and draw all those emotions because that’s, what really is going to get people in the door? Thank you very much. Thank you so much, tony. My pleasure. Karen stein, vice president for communications and content at network for good, and you’re with tony martignetti non-profit radio coverage of the non-profit technology conference twenty fifteen thanks so much for being with us, i’m going to be an ntc twenty sixteen march twenty third, twenty fourth and twenty fifth in san jose, california. I hope you can go check it out. Info was at in ten dot or ge next week. Communicate with your communicators with kivi, larue miller and your event pipeline. If you missed any part of today’s show, i urge you find it on tony martignetti dot com. Where in the world else would you go? I’m still not sure about that. We got some last minute live listener love jin on china ni hao, new york, new york hey what’s up buenos aires, argentina bueno star days responsive by pursuant online tools for small and midsize non-profits data driven and technology enabled pursuant dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation crowdster dot com our creative producer is clad meyerhoff sam liebowitz is the line producer gavin dollars are am and fm outreach director, and the show’s social media is by dina russell. This music is by scott stein be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be great what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for February 12, 2016: @TheWhinyDonor & Social Media Rants

Big Nonprofit Ideas for the Other 95%

I love our sponsors!

Do you want to find more prospects & raise more money? Pursuant is a full-service fundraising agency, leveraging data & technology.

Crowdster, online and mobile fundraising software for nonprofits. Now with Apple Pay mobile donation feature.

Sign-up for show alerts!

Listen Live or Archive:

My Guests:

The Whiny Donor: @TheWhinyDonor

The Whiny Donor

She tells the nonprofit community what she doesn’t like about the nonprofit community–mostly around fundraising. @TheWhinyDonor shares her most urgent whines. She’s on two board development committees. Is one of them yours?

 

Amy Sample Ward: Social Media Rants

Amy Sample Ward

Amy Sample Ward, our social media contributor and CEO of the Nonprofit Technology Network (NTEN), introduces NTEN staff’s top rants for the social networks. Are you committing these social sins?

 


Top Trends. Sound Advice. Lively Conversation.

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

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

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

Sign-up for show alerts!

Sponsored by:

Crowdster
View Full Transcript

Transcript for 276_tony_martignetti_nonprofit_radio_20160212.mp3

Processed on: 2018-11-11T23:27:43.881Z
S3 bucket containing transcription results: transcript.results
Link to bucket: s3.console.aws.amazon.com/s3/buckets/transcript.results
Path to JSON: 2016…02…276_tony_martignetti_nonprofit_radio_20160212.mp3.873237455.json
Path to text: transcripts/2016/02/276_tony_martignetti_nonprofit_radio_20160212.txt

Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d be hit with whipple disease if you fed me the idea that you missed today’s show the-whiny-donor she tells the non-profit community what she doesn’t like about the non-profit community, mostly around fund-raising the-whiny-donor shares her most urgent wines she’s on to board development committee’s is one of them yours and social media rants. Amy sample ward, our social media contributor and ceo of the non-profit technology network and ten introduces and ten staffs. Top rants for the social networks are you committing these social sins? So were filled with winds and rance today on tony’s, take two, be a non-profit radio insider, responsive by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuing dot com also by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation feature crowdster dot com if you want to join the conversation today with your own wines and rants, tweet us, use the hashtag non-profit radio sam is in the studio is checking that feed. So use hashtag non-profit radio if you want to join the convo and it starts with the-whiny-donor she is at the-whiny-donor she feels the need to complain about some of the fails and foibles she sees as a donor to several charities. Part of the tail end of the boomer generation. She lives on the east coast of the us the-whiny-donor serves on the board development committee’s of two non-profits in the city where she lives. The-whiny-donor welcome to non-profit radio. Thank you very much. How are you? I’m great. How are you doing? I’m fine. Thank you. Wonderful man. You mind if i call you whiny? Is that or you can call me whiny? Okay, miss miss donor-centric formal way, right? I like informality on non-profit radio and okay, whiny um what do you about? Their why? Why? Why do you exist in this persona? Well, it’s, the reason that i exist, i guess it’s, because sometimes i just need teo to rant about things that come in the mail with direct mail and tweeting gives me an outlet to express my frustrations and irritations network for good had something to do with your your existence? Yeah, the way. The-whiny-donor came about wass several years ago, i, um i was an avid reader of network for good non-profit marketing block, which was at the time written by cacho anderson and i had just joined development committee’s so as a volunteer, i was very interested in what she had to say, and i was learning a lot, and so i emailed her one day with a couple of things that had happened to me as a donor, thinking that she might want to address them, and she turned my email into a blogged, which turned out to be very well received by her fund-raising readers so i realized that there was a man on audience that fundraisers actually did want to hear the perspective of people that were receiving what they were sending out. And so twitter was an easy way to have my voice heard, and so i’ve been tweeting for a little over three years and having fun with it, alright, now way want listeners to know that you’re not a professional fundraiser, right? You’re right, we’re not at all inspector, purely a volunteer, and so i i don’t know any of the sort of hard core things. That fund raisers do. I’ve never worked with razors edge. I’ve never had to send out a mailing myself as a volunteer involved in development committee’s, i’ve been on fund-raising campaigns, but never the person that actually have to do the hard work in the office. All right, so you’re you’re you’re generating awareness, though, of the donor-centric reesing awareness not like right now, what i hope to do in my tweets, besides just venting, is giving the perspective of the person who is receiving the appeals. I think sometimes when the staff person is sending things out, they may not really be thinking they know what their agenda is, they need to have they have a message that they need to get out there trying to raise a certain amount of money, whatever, whatever not understanding how the donor feels that the end merry callon, had a really good quote in a block post last week, she said, don’t put the ease of your inside operations above the weapon you make your donors feel and which i thought was great, because, um, you may have a certain, you know, the way your database works, you want to do it. This way well, that may not be the way that i want my information presented in mary’s case she uses her maiden name. And so if if if it’s convenient for the non-profit to use mr and mrs, that doesn’t work for her so and the non-profit may never have thought about the fact that there are people that are actually taking a fence at some thing that they’re doing. So i hope that in my tweets somebody will say, oh, well, that never occurred to me that that might be a problem for somebody. So, yeah, i hope that that my tweets may occasionally cause a lightbulb moment in somebody who works for a nonprofit. Okay, okay, um, whining i’m just going to fix you up on one thing everybody knows her on twitter is mary calais. Nor but it’s actually, mary kalon rhymes. Okay, sorry. Rhymes with salon. No, no. Ah, good to know. I never knew that. I just have not met her. I just read her avidly and i’ve had the benefit of having her on my other show fund-raising fundamentals that i do for the chronicle. Right, lance? All right, it’s kalon. So just you. Know, i don’t want people thinking that the-whiny-donor has all the answers and one hundred grams clearly i don’t know everything and you’re you’re clear about that to know all right, all right, cool the donor perspective and you like to thank people to this is not all a negative twitter stream you’re you’re very gracious in a lot of time saying you’re thank you came quickly or what a beautiful birthday card i got etcetera, your compliment right and well on another thing that i do on twitter it’s that i do share good content now that i know how to pronounce her name, marries content it always very good she’s, particularly donor-centric and there’s a whole bunch of people on twitter that really are, you know, there’s a whole new hashtag donor love and it’s that donor-centric city, and so i do like to share that content. Um, twitter is a great resource, i think not only do i get to tweet my own stuff, but i have learned so much from reading other people’s content that has informed the way i perform as a volunteer for the organizations that i’m involved in. So i love twitter when you, uh, when you give and we just have about a minute or so before first break you give you you feel very vulnerable, you’re you’re sending a piece of you exactly. There some donations are purely transactional, but there are certain organizations that i give to that i feel very personal about there’s, a crisis agency locally that i give to every year because my brother has needed crisis intervention, so when i give to that organization, it feels extremely personal. I’ve sent a piece of my heart to that organization, so when we do that, we really we want to, we wanted to be noticed it’s not trust transactional, thank us enthusiastically for it. We may really feel personally invested in in why we’re sending to your mission. All right, we’re gonna go out for ah break and come back one day and i will continue talking will get into some of her specifics. Specific urgent wines stay with us, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Dahna oppcoll with the-whiny-donor we’re talking about her her most urgent wines on de eso eso let’s ah, whiny, let’s get let’s, get into some some details because this is this is what you’re known for on twitter, let’s, start us off with something that’s like, you know, your your your top? What what really irks you the most? Uh, there’s a couple things that hurt me the most, and people that read my tweets? No, that i do pay attention to how long it takes an organization to thank me. Um, my husband and i usually sit down sometime in december, last week of november, early december and right out about a dozen checks and send them to organizations, and so they’re all dropped in the mail at the same time. So it’s very clear which organizations are thanking quickly and the ones who thank me within about certainly within a week, while i’m still feeling that glow e-giving i’m impressed by that, um, this time around, i one organization didn’t send a thank you for about six weeks and that’s very noticeable when every other one has already come in and yours lags by about two or three weeks it’s pretty obvious, who was very slow on the uptake with their acknowledgement letters, you know, let me let me just say, just, you know, to relate this to what you said you, you know, you feel like you’re giving a piece of your heart, you said, right? So that’s, very vulnerable, and if you’re not thanked for many weeks, right, how does that leave you feeling? Uh, it makes me feel that you didn’t really need my donation in the first place, that it wasn’t really appreciated, and by then i’ve already sort of almost moved on, you know, i think that there is there’s a sweet spot when you thank somebody where we’re still in the glow of e-giving i sent it off, i’m feeling really good about it, and if you get me back when i’m still really a met feeling good about it, stage, i think that that probably reinforces my glow of clip e-giving whereas if you’re six weeks later, i’m already kind of ticked at you and it’s just not a good thing. Teo and worse, of course, is never hearing from the organization, but but a very late acknowledgement just by the time it comes you’re kind of like, well, finally for i am yeah, you ah, in december, you tweeted something about an organization that cashed your check very fast, but the previous year they have been very slow to thank you, right? And that was an organization, that particular organization actually i had to call them because they were doing a high frequency appeal strategy, and i can’t imagine why that works. And also let me preface everything that i say in my tweets it’s my opinion, i don’t offer expert advice so clearly high frequency appeals work for people. I can’t imagine why, because i find them cortly annoying, but this particular organization was doing the high frequency appeal strategy and i had gotten to more appeals from them before i finally got shanked for my check last year, and i ended up calling the organization and saying, look, i can’t stop sending me so many appeals. So oddly enough, the only option that they could give me was all oer one mailing a years. Of course, i took one mailing a year. What? The high frequency was just it was awful. Are you still supporting that organization? I do, and that’s the thing that’s so frustrating when organizations do something that i find actually offensive, but it’s an organization that i want to continue to support. So, yes, we do still support that organization because i guess one reason why i called them to say, look, stop irritating me with the high frequency of people’s because i did want to keep supporting them. You like them well enough to try to make it work, right? What they’re doing, their mission is extremely important. If you didn’t feel that affinity to their work, you would have just written him off and not called exactly exactly you feel. In fact, it was funny when i told the woman over the phone that her that her organization’s appeal was the last one acknowledgment was the slowest one to get to me out of about a dozen she was really surprised. Ah, in fact, she was kind of dumbfounded, and i don’t know why because they were really slow with their acknowledged letters. All right? Do you recall what she apologetic? Oh, yeah, she was very gracious and i was gracious over the phone. I didn’t, you know, in real life, i’m actually quite the life i have to take your word for that some of it comes across one hundred forty characters, but but it’s it’s probably good that you reinforce it. Alright, right, let’s. See you also. Ah, you also have some wines about donation pages. You mean the reply forms? No dahna online, the online donation pages i don’t do a lot of of oh yeah paper. Well, paypal is kind of difficult. They’re very small organizations that can’t afford better whatever and, you know, so they just do the papal and you and you all you get is a transactional receipt. Your payment of such and such was given to paypal, and it sucks the joy out of it. But you can understand where their why they’re doing that. They don’t have the money, yeah, to develop their own page. Or maybe they’re not there. I’ll bet. Amy sample word may wantto come in on this in the second half, but there are there are payment systems that are not papal that are probably low cost or free for non-profits on dh, they may not, you know, smaller organizations, unfortunately, you’re just not aware, you know, they’re just they’re not. Aware of a lot of tools that are out there so people defected to the big gorilla, you know, with paypal, right? And of course, that’s one of the things because i am not a fundrasing professional, you know, i’m sure that if people in the fund-raising community read my tweets and hear what i’m complaining about, they probably say, oh, come on, she’s a third asking for that kind of service when we don’t have the ability to do that, but as a donor, i don’t know any of that, so i’m expecting something without having any idea what kind of work it takes to put out a website or in donation page or get an acknowledgement letter out on time. Yeah, you are not familiar with the inner workings of a development office the different exactly. I have no clue departments, officer’s service donor, and so my expectations are very high even though my expectations may be completely unrealistic. That’s still how i feel and i would imagine, you know, and i’m reasonably sophisticated. I have some level of knowledge about what happens in a development office, but a lot of donors don’t, so all right, let me go, teo, let me go to one of yours. That that i thought was rather high expectation you tweeted about the heat being up too high in in a non-profit office. You know, that tweet was really tongue in cheek, and it was to the controversy about the wounded warrior project and overspending. And again that’s something that’s completely subjective. How does a donor in your overhead costs are legitimate and when you’re wasting money? So? So that was tongue in cheek. But it was in reaction to the controversy about the wounded warrior project. Okay, i my apology for that one. I didn’t. I missed the context of that. Okay? One hundred forty characters. I couldn’t put it in-kind context, but it was it was in reaction to that. Okay. That’s. Good. All right, so you’re not that unreasonable. No, gosh, no, not not that. Unreasonable. What else you got? Throw out something else that that irks you? Well, let’s. See, um, appeals that don’t recognize that i’ve given before. Oh, yeah, you know, or or of course, dear friend and that’s. Another thing i’ve noticed, actually, sometimes it the smallest non-profits that are the worst of doing that. With the dear friend, maybe they just don’t maybe they don’t have a development person on staff, but you would think that with the very small organizations they’d be able to personalize more somehow, i have no idea how that kind of thing works, but if i’ve given before, if i partnered with you for many years, i think you should acknowledge that in your letter that you know, i’ve been with you for a long time, or i gave last year or whatever, but when i get an appeal letter that has not acknowledged that i’ve given before i noticed that recognize that i’ve been with you for a while. Your husband got one from his alma mater that was a dear friend. Yes, that’s very surprised. Yeah. There’s there’s. No way. I mean, among any level of education, i don’t know with elementary middle high hyre ed that really that’s an inexcusable one. Well, and i stopped giving to my own altum otter because and i was never giving them very much money. So i was never. I never reached the level of where i got any good donorsearch stewardship. I was just one of the masses in the small donors, but, um, i got one acknowledgement receipt sort of letter thing that said, dear college supporter, i have been giving to them consecutively for twenty three years, and i thought, for heaven’s sakes, if you haven’t figured out my my name by now, you really don’t need my donation, and i have not given them anything since then. Well, that’s yeah, i mean, they certainly know your name that’s a that’s a method of keeping mailing costs very low because i know it was this particular thing was sort of a receipt receipt with a letter attached, and so the receipt had my name on it with the notation that i’ve been given for twenty three consecutive years, so it was just a question of i mean, they have it in their database with there i don’t i don’t know how you merge fields and all of that, but they could have put my name very easily on that sheet of paper. Yeah, and they didn’t bother just just to explain, i mean, it’s it’s a method of keeping costs lower because if they have to pay the printer assuming and i’m assuming high volume, but if they have to pay a male house to produce letters that are personalized, as well as receipts that a personalized, each personalized item increases the cost of a of a mailing. So if you, if you print it, if they print your name on the outer envelope versus having a windowed envelope, that takes advantage of the inside address on the letter that that costs more on, of course, that’s the kind of thing that the donor doesn’t know. All i knew was that i had been giving it to them for twenty three years, and and they didn’t use my name. I understand, ok, ok, your perspective, the donor perspective. That’s. Exactly what we’re gonna do is purely my perspective, understand? Um, you got a little disenchanted in in real life when you went to make a donation to your local thrift shop. Oh, yeah? What? You mean when there were so many things i wanted for a twenty foot pile? Exactly. I think that’s the result of the khan mari method book that was so successful lighting everybody’s de cluttering anything that doesn’t spark joy. And so the thrift shops air overwhelmed. Um, but yeah. Ah, that was an example of doing something, giving something and realizing they really didn’t need what i was taking. Suck the joy out let’s. Suck the joy out of it again. Sucked the joy. Right? So maybe thrift shops. And for those who have thrift shops, you know, maybe you want teo conceal that pile, not have the drop off area where the pile is, right. Okay, you know, possibilities dahna perspective. Um, you, uh you well, you want to you want to throw another one out? You got something that you want to whine about? Uh, boring. Thank you. Please use a few exclamation points in the thank you. Like i said, you know, as we noted, i sent my heart out to you. Respond with enthusiasm. This was not a business transaction for me. I like exploration points. So thank you so much for your donation whiny, exclamation, exclamation that’s! All right, but there are people who would disagree with that and say, you know, the exclamation mark is overused and particularly, if you know it’s okay, maybe online and tweeting and emailing, but but to have that transcend too u s mail is inappropriate and bad grammar and ah and bad punctuation, and we shouldn’t we shouldn’t be doing that. So i’m sure you’re well, i’m never into bad punctuation, but an exclamation point well placed, i think can make a difference. Okay, you did have ah, an example of bad punctuation that that hurt you when your was incredible. Your wasn’t i’ve been all over your feet, you know, this is this your was incorrectly dunaj a reply envelope, right? This organization sent out a reply envelope and the idea was good by putting your generous gift makes a difference except that instead of y o ur, it was y o u apostrophe r e. So when it first came the first time it came, i laughed about it. I’ve been a copywriter. We’ve all sent out things with mistakes and just been mortified, but i mocked it. But you know that. Was fine, but the problem was they sent it out in another mailing, and so either they haven’t noticed or didn’t care that they were sending something out with such poor grammar on it, and i did end up sending the envelope back because i intended to support this organization, but i couldn’t resist crossing it out and correcting their grammar, so i can’t imagine a company that a non-profit that would know that they have that kind of error on their reply envelope and still send it out. Now, i’ve, as a professional fundraiser, i’ve been on the receiving end of those types of corrections, et cetera, sometimes they sometimes they come with snarky comments. Was there a comment that you did you associate? You put a comment next to your correction? No, all i did was corrected, and i thought, you know, did you highlight it? Somebody’s already pointed this out, but if they haven’t, they need to know that this envelope is startlingly wrong. Okay, but you didn’t say that you didn’t have that is a comment no, i just crossed it out and corrected the word you didn’t you didn’t highlight it in with a marker. A yellow highlighter know i’ve gotten those two. Okay. All right. So sort of. Ah, an alternative to the exclamation mark yellow highlights. And then underlying with pink, you know, framed, framed in red. Right. All right, all right. All right. Um, what else you got? You want to throw another one out? Uh, let’s. See, uh, goes reply envelopes where you have to fill out the flap? I don’t like those, but the funny thing is, i was i was complaining about this with a group of friends, and they said, oh, we never even bothered to fill those out. We’ve just enclosed our check and let the organization figure it out and i thought, oh, that never occurred to me. I i i’m very compliant. I fill out my reply form, so i don’t know how the organization’s feel about it when people are just enclosing checks without bothering to fill things out, i would think that the organization would want people filling out those flaps. Your friends don’t hate those those those particular flap envelope i don’t like where the flap is the form that yeah, yeah. And you have to fill the whole thing out it. Hasn’t been filled out for you in december when i was filling out, you know, a dozen all at once, it was like it was the reply forms that were already filled out and nicely done. That made me feel good about those those organizations, they filled it out for you. You have pre filled right, but that cost them now going back to when i get that cost them yes, it actually cost him more than leaving a blank. Yes, right. You got a little embarrassed by something stamps, crooked stamps. Yes. I tweeted very starkly about mailing that i’d gotten where the stamps have been put on wrong and i so i sent out this snarky little tweet about meeting to have straight stamps, and somebody replied and said that it has probably been done in a sheltered workshop, which of course, made me feel terrible on now. I hope that i get lots of things with crooked stamps because obviously i would i would love it if people were using sheltered workshops to do that thing. So that’s also the beauty of twitter is that people do respond to me and put me in my place and explained to me that this is why organisations they’re doing what they’re doing. So i learned a lot that way. Let’s, let’s wrap up. We just have a minute left. You loved the birthday card that you got from your local? Why, yes, just in a minute. Why? Because it it was a it was a nice design, but also the message said something about may your day or maybe coming year be filled with the same wonderful things that you’ve done that your donation has done for people here. It’s just really nice and had a cupcake on it. Yes, it did. So the filling the cupcake? Yes, yeah, it was just really nicely done, she’s the-whiny-donor you’ll find her on twitter at the-whiny-donor that’s it i can’t at the-whiny-donor is where she is, whiney, thank you so much for being a guest. Thanks very much, tony. Good to talk to you. Real pleasure. Thank you, sabat. We got social media. Rance with amy sample ward coming up first. Pursuant, i have talked to the ceo. They’re trent ryker ah he’s got thirteen years working in small and midsize non-profits he understands you’re fund-raising challenge and his empathy trickles. Down through the people, other people that have talked to know in the company who work there and in the pursuing products, they’re using your existing data to help you raise more money it’s that simple, pursuing dot com and crowdster i’ve talked to the ceo, they’re too joe ferraro. In fact, i have decided that if i can’t talk to your ceo, then you can’t sponsor non-profit radio because i want to talk to the person who’s in charge, and i want to hear from them how their company is helping small and midsize charities. So that’s ah that’s, a new prerequisite, joe ferraro at crowdster he runs a small charity, so he gets your fund-raising challenges he’s in the trenches with you, and he was a senior marketing guy at t so he knows your challenges and he applies corporate marketing to overcome them. That’s why what i see is crowdster with their well the cutting edge the payment system apple pay for mobile donations because why shouldn’t small and midsize shops enjoy a cutting edge payment system? So you get apple pay and the sites are the crowd funding sites that they build for you are elegant. And simple, they’re easy for you to set up mean, when i say build for you, you know you’re you’re doing the building but it’s all through a user interface and it’s, easy to navigate and easy for your donors to navigate the-whiny-donor would like would like thes sites. You want to talk to joe ferraro, joe dot ferraro at crowdster dot com now tony steak too. Do you want to be a non-profit radio insider? I would love to have you in the inside. We have weekly email alert each week i sent an e mail letting you know who the guest star and with advanced news about my weekly video and also takeaways from the previous week. So if you are a casual listener, so if we’ve got a casual friend with benefits kind of thing going on, then you might want to become an insider and then you’ll know each week who you’ll be sleeping with and what we’ll be doing together. The three of us go to tony martignetti dot com and click the email icon that’s tony’s take two any sample ward? You know her for god’s sake she’s, a ceo of non-profit technology network and ten, her most recent co authored book is social change, anytime everywhere about online multi-channel engagement, she blog’s at amy sample war dot, or ge and she’s at amy r s ward on twitter. Welcome back, amy. Hi. Thanks for having me back. It was fun getting to listen to all those complaints. Well, you’ve got you’ve got a litany of of them yourself, but i know, but you know the-whiny-donor she’d bring the donor perspective. It’s true? Yeah. Okay, uh, let’s. Give a shout out for anti sena non-profit technology conference. What do we need to know about it? Coming up there’s a lot that you need to know about it. Okay, try to compress it into a minute. I think based on the forecast in most people’s locations today, the most important thing to know is that it’s in san jose, california, with palm trees and sunshine. So doesn’t that sound wonderful? Very nice. Okay. And where do we go for it? Yes. So the conference is in march, the twenty third through the twenty fifth in san jose. And there will be an overwhelming opportunity for tons and tons of knowledge and networking because it’s two thousand people over one hundred twenty five educational sessions and three days so you can get the agenda. You can get the registration information. Everything you want is that and ten dot org’s, flash and t c and who is hosting the live audio stream and tc live for people who can’t attend someone that you may know this thiss a pretty interesting guy. Tony martignetti interesting that’s, the best you could come up with like that thing was an ellipsis at the end. I can’t fill in everything else on the radio. Thank you so much. I mean, charming would’ve been good. I’m not going to fill them all in for myself. Funny would have been nice, right? Personality driven host. Ok, thank you. Yes, i’ll be hosting ntcdinosaur. So if you’re not able to go, you should go. You should definitely go because it is a terrific, smart conference. But if you can’t there’s ntcdinosaur the live audio stream that i’ll be hosting. All right. Ah, we pulled. I asked you to pull the ah ntcdinosaur dafs because non-profit thean ten staff thankyou, non-profit technology network. So much of technology is social media. And, uh, you got some? You got some rants? Yeah, it was exciting and a little scary that i put out the call the staff and very, very quickly, you know, the floodgates opened and people even commented, i didn’t realize i had so many complaints and let me start complaining. So we’ve got a lot from all the different intense, okay, let’s, see where we go? Let’s, uh, since we were with the the-whiny-donor why don’t we start with twitter? Yeah, okay, well, i think we’ve got a lot on twitter and i think twitter because other platforms have kind of followed, followed suit, you know, over time, other platforms introduced hashtags, for example, so some of these things trickle over into other platforms, but i think most folks here and tenet lee still consider them core twitter complaints, so a few of those are based in the world of bach and all of the content on twitter that is just totally automatic through little plug ins and box that people have enabled on their profiles and staff could have gone on for days about bots and how much they like them. Yeah, i think i wonder if twitter is just going to be you know, in five years, it’s going to be a bunch of butts talking to each other. Thank you. Thank you. Want teo talking to itself? Welcome, welcome. Thank you for following commune dot. Thank you for all you know, they’re totally some of the examples staff brought up the things that you automatically tweet to you or that automatically send you a direct message. A private message saying, you know, thanks for following. And i was laughing when the-whiny-donor was complaining about those generic messages that say, you know, fund-raising appeal that just says, do your friend, you know, please donate when people are trying to use these boss on twitter to create some weird level of personalization, but it’s twitter, you know how many of us can write out our full name in our account or, you know, a lot of people just have ah kind of shortened abbreviation. So then you’re getting these these direct messages as if their personal but they’re not they’re from a body that say, you know hi, amy rs lorts all in one word, you know, please go check out our website and donate like, what is this is so weird? Stop. Stop the bottom! I see the ones i see the ones was, you know, have a good and then there’s like too many spaces. And then it’ll say friday, and then there’s another couple spaces and a period like they they have to leave room for the longest day of the week, which i don’t know what which has the most letters, but like friday is a short one, so it doesn’t, you know it’s just it’s weird, but i think you know, there’s another there there’s the the complaints that we can have about box where it just feels weird or the content doesn’t make sense. Or, you know, it’s obviously not personalized, but staff also brought up a number of examples where people have, you know, it’s, not it’s, not the same whereabouts kind of tweeting at people for you, but the body is making it so that your account is automatically replying to other people or automatically retweeting certain accounts. So there’s people who have said, you know, any time this other account tweets, i wantto retweet it, but there’s no contacts there, so literally anything that account tweets you’re now re tweeting, that doesn’t work well. I mean, that’s, obviously waiting for disaster to enjoying zoho had what’s that, like, enjoying my birthday today, you know, which is not is not the greatest tweet, but, you know, a bunch of friends for my birthday, you know, getting together for my birthday today. I mean, you know, i could i could tolerate some that’s personal stuff, but, you know, to retweet that, right? It’s, ludicrous it’s, right, that you have other people just automatically re tweeted someone else’s you ran from personal tweet, but the other example, you know, where, where, but are going to make you look really bad? You know, if you’re automatically tweeting or replying to people’s content so i’ve seen this trend now where folks have enabled bots to say, like, you know, oh, you are my my highest engaged, but, you know, follower this week or my no thanks for the retweet on this, it got the most retweets or, you know, those kind of it’s like sharing stats somehow like it’s a competition, and we’ve seen, you know, in ten content for example, it’s, we don’t like that these occasions happen, and we do post this content, but when community member passes away, we will post about whatever happened and provide some honorarium language and, you know, allow for a lot of community members to find out the news from from their own community, which normally means a number of community members right in with their memories and, you know, it’s it’s, a very sad but touching opportunity to kind of bring the community together on dh grieve a community member who’s pass, but because people in the community have these bots turned on, it means a post that is sharing memories of a community member that’s now gone will be turned into tweets that say, you know, thanks for sharing that great post. It was my highest one this week or something, and that feels so horrible, you know? But again, you’re just leaving the body. They’re not gonna have any contacts, the body’s not going to turn off when it’s not appropriate it just put your account into a bad place, you know? It just does what you’re telling it to do. Yeah, there’s one osili i don’t want to appear to be a hypocrite, there’s one that i i use and i continue it because people like it. I get lots of likes and are they still know that what they’re called now favorites on? Is it likely i entertain their word? Yeah, is it likes now our favorite? I don’t know, but the heart when the heart goes on and people and people do react to this one it’s the one with its clear because i label it i mean it’s labeled by commune dot i t i don’t, i think it’s kind of dishonest if you pay the have that that tag taken off so that it looks supposed to look real, but so it says courtesy or, you know, thanks to community or from community and it’s the one that says you’re you’re the you’re the, um you’re the new follower with that’s the highest rated or so are the most popular new follower this week or something like that, and i didn’t like it because it looks phony, but people like people who get it like it. Who people who are named in it, they favored it, and sometimes they are t it now, not too often with the artie’s, but it gets lots of it gets lots of favorites, even though it’s blatantly from community on my stream so that’s, why i that’s why i think you’re welcome you’re welcome, teo use the tools however you would like there will be no inten staff person harding or re tweeting that post people like it. So you know, if there if there along with me on twitter and they like it, that’s, why i’ve kept it up, but i don’t want to be hypocrite, not not make that explicit, all right? Yeah, okay, let’s see, maybe i think, you know, leaving the world of body, um, talking and of course, like i said before, super big on twitter, but of course you’re going to see examples of boss on other platforms to but again, another piece that’s big on twitter and we see going elsewhere, but that staff are just driven crazy, crazy by our when people basically turned their entire post into a hash tag like every word is a hashtag or you know, it is one long one hundred forty character hash tag that’s trying to be a sentence because hashtags are meant to provide context to your post, right? And they’re meant to connect that content you’re posting into a stream. Of similar content, right? It’s it’s a topic this is anything related to non-profit radio so when your entire poster hashtags, it implies that you have nothing else to say other than i would like to be an account visible in lots of random streams. So if you’re not providing any message, you’re just you’re just dragging it into lots of spaces let’s, do one more on twitter, the the follow on follow-up follow dance oh, god that’s the harsh one and, you know, i think a part of that is i’ll get the notification that somebody has followed me, i look at their account and i choose to not follow them back and then they tweet me, you know? Hey, i would love to connect with you the very first time they do that, i say, okay, well, it’s not hard to find how to contact me on the internet, you know, you here’s my e mail address feel free to reach out and then they don’t know that i don’t hear anything more from them and then a month goes by, i get a notification that they followed me and they send the exact same tweets saying i would like to check with you. So at that point, i tried to give them the benefit of the doubt that they were a human. But now it seems that they are not trying to act that way. So in the meantime, they done followed you and then followed you back to try to get your attention. Exactly. You again followed you again. Yeah. Yeah, i know. And that’s, you know, that’s enabled by technology. I know it. And ten, you recognize that technology has a downside to that’s enabled by men i get. I get these weekly emails. People who want followed you. The new followers you have here is this the stupid people who want followed you and and you’re and they’re not follow you. You follow and they’re not following you back or something, you know? Please, i delete that nonsense. I should turn it off. It’s gotta be a it’s. A it’s. An option. I chose somewhere. Uh, tell you what i think. I think it can be turned off because i turned that off a long time ago. Because, you know, to your point, it just makes it feel like it’s. Kind of like when? We’ve talked in the past about vanity metrics. Yes, because it as the platform, whatever platform is every platform, is going to try and force these things upon you. Just because it’s highlighting something doesn’t mean it’s actually the most important aspect of that bull, you know, making an action an action item just because they’re highlighted exactly, exactly. All right, we gotta go out for a break. Amy and i going to keep talking about the the social media rants that came from the intense staff. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Lively conversation, top trends and sound advice. That’s. Tony martignetti non-profit radio. And i’m lawrence paige nani, author off the non-profit fund-raising solution. Duitz welcome back to big non-profit ideas for the other ninety five percent. Oh my goodness, would lawrence pack nani, please start pronouncing his name? Panjwani lorenzo panjwani you’ve heard me rant about that before, but it’s it’s wine and ran today, so i’m i’m i’m repeating myself live listener love did you think i forgot? Live listener love dafs please st louis, missouri, new bern, north carolina, new york, new york we’ve got to washington, d c home villa p a, brookline, massachusetts, milwaukee, wisconsin live listener love to each of those city and state cities and states live. Listen, love plus, we got a couple that are, uh they seem to be masked. We can’t tell what city or state you’re in very strange, very strange, but you’re in the u s mexico city, mexico live listener loved to you, tokyo, japan, konnichiwa and, of course, seoul, south korea, always checking in just like just like japan, always seoul, south korea on your haserot we got taiwan tai chung in taiwan ni hao any simple word is in ah, portland, oregon and ah, we got some more rance so let’s move on to some other ah social network other fat forms? Yeah, let’s ah, let’s look at instagram. We got meghan. Meghan contributed some things about instagram what’s she got to say there megan had lots of complaints about instagram, primarily that you can only post from your phone when you know, i think from a lot of organizations perspective we’re normally scheduling all kinds of pieces of content right across the internet on different days or around different campaigns and feeling like, okay, i’ve got my computer open where i’m tweeting and posting the facebook and doing everything else, but then i have to go get my phone, make sure i’m logged in, you know, and posted this from my phone, which i think the root of some of that complaint is that posting anything from your phone on behalf of the organization, just like exponentially increases the potential that you’re goingto spell things wrong because we all have experienced auto correct on our phones. So so she really wishes that she could post from her computer to instagram, but staff staff sent around a lot of fake instagram captions that were all hashtags thing. I think instagram is very much a world where people go crazy with because unlike twitter, that at least is stopping how many characters you can use instagram just let you keep adding more hashtags. You know, i’ve got friends of mine and that they are my friends, so i don’t want to get get disconnected from them. But, you know their instagram post included like i swear it must be things that they’re just seen out their window. I don’t know how they’re coming up with, you know, just word what you don’t know what the relationship of the weak things they had back-up list that aren’t even in the post, you know, it’s, just like anything that comes to mind, word association becomes a hashtag ah let’s, go to aa, we want to thank meghan, where at the end we’re going to shut out all the contributors. Okay, okay, but let’s go let’s, go to ah, facebook, you got some ideas on facebook? Naturally. Oh, yes, i think facebook, we see some of the boss that we talked about earlier, but the big thing on facebook that folks were complaining about is the relationship between twitter and facebook and organisations thinking that they’re somehow saving themselves time by making it so. Anything they posted facebook, you know, automatically goes to twitter or vice versa. Anything from twitter goes to facebook, but they’re different channels. You have different members of your community in those two different spaces. You know, we’ve talked about all this before. It shouldn’t be the same message, but further, you don’t want to tweet that’s literally just a facebook link to a post because it doesn’t even say anything and under quitter, you know, it’s literally just did you are el facebook, dot com slash whatever, right? So that was a huge a huge no, no, that staff talked about was that cross posting and who knows what? Um and then, of course, ash brought up something that we do see all the time, by people and by organizations, and that is, you know, this knowledge or or assumption that posts on facebook do better if there’s a picture. So we better go find a picture and they just pull a picture off the internet that still has, you know, stock photography still has a watermark because it’s not just, you know, and they’re just hoping that they can crop it out and it looks ok, but there. It is, you know, looking looking. Totally stolen. Yeah, right. Blatant self with the watermark removed. Yeah. Yeah. Okay. Megan, had megan had one about our fitbits? Oh, gosh, yeah. I mean, make it megan kind of wrote a longer message are longer rant to everybody about this, but ultimately those kind of a different world of boss, i guess where people are enabling their phone or different apse that they used tto auto pose all of this personal data about themselves to facebook so it just automatically posting, you know, i just walked half a mile and now i’m a starbucks. Great will all track you down. Why are you why are you enabling all of this personal data sharing just to be automated all the time? You know, that was a huge, huge ran turn that off. I mean, that’s an option, right? When you buy a fitbit it’s gotta be when yes, definitely and turn that nonsense off if we wait if we didn’t, if this was only a podcast and we’ve we didn’t have affiliate versions, i would i would have said something stronger than nonsense. But e i can’t i can’t say it because we’re governed by fcc rules on the affiliate side let’s go to ah let’s goto linked in okay endorsements, yeah, lengthen thie endorsements we had an interesting conversation with staff because ah lot of the things that we were complaining about are not necessarily the way you know you are. I are using the tool, but the way that lincoln has set the tool up for us to even be able to use it. So one of the biggest complaints was that any time you’re on the site, unless you kind of go to someone’s profile and click that you want to connect with them and are able to write a message anywhere else, it has that button, you know, connect with this person, you click it and it never it just sends a message. It just sent that generic, you know, with you only dinner, whatever. So there’s no, the the platform itself doesn’t even allow you to share a message or say, hey, i’m the one you met at the conference. Yes, today or high, i’m a really human and i would like to talk to you, you know? It just sends these automatic messages, which make it feel make it feel like now people aren’t going to know if you’re for real or what your intentions are, you know, there is a way, right? Like you said, you have to make the effort to send a personalised invitation to connect, yeah, exactly, lets on. And then we went down a rabbit hole about lincoln talking about endorsements. All right, we got to do this one your time, lengthen it, try and suggest that, you know, i endorse you, tony, for random words or tags, essentially and staff we’re talking about things that they have been endorsed for by people who have never worked with them, that, you know, they’re not they’re connected to on lengthen because maybe they know who they are, but it’s not like they’re a colleague who’s saying, oh, you know, tony, it worked with you on the radio show for two years. I would totally say that you’re really great at that or great interviews or whatever it might be, but someone who’s just met you, you know, shouldn’t be endorsing you for things, and then staff were saying, you know, best any one of our ten staff members has been endorsed multiple times. For cat, you know he doesn’t work in veterinary and any work we got a way, we got to leave it there. We’re gonna leave it there, but let me give a shout out tio dan and meghan and ash ash, by the way, clout. I can’t stand clout. Thank you for pointing that one out. Just just burn it. Bethany staff, do we get everybody who contributed? I think you do. Andrea. Andrea! Andrea! Thank you. Alright, amy sample ward. You’ll find her at amy r s ward. Thanks, amy. Thank you had wrapped out of fast let’s. See next week innovation in mississippi what it’s like for two black women doing social change in the deep south? Monisha nyandoro works in the grassroots and cassandra welchlin works at the policy level. If you missed any part of today’s show, i implore you find it on tony martignetti dot com where in the i’m just not sure about the singing this year, i don’t know responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled pursuing dot com and by crowdster online and mobile fund-raising software for non-profits now with apple pay mobile donation. Feature. Crowdster dotcom are creative. Producer is clam meyerhoff. Sam liebowitz is the line producer. Gavin dollars are am and fm outreach director. The show’s social media is by dina russell, and our music is by scott’s dying. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Amador is the founder of idealised took two or three years for foundation staff, sort of dane toe add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dno, two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.