Tag Archives: non-profits

A picture of Melanie Mathos

Nonprofit Radio for May 24, 2013: Twitter Tactics For Nonprofits & ASW FAQs

Big Nonprofit Ideas for the Other 95%

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A picture of Melanie Mathos
Melanie Mathos
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Chad Norman
Melanie Mathos and Chad Norman: Twitter Tactics For Nonprofits

Melanie Mathos and Chad Norman, each from Blackbaud, co-authored “101 Social Media Tactics for Nonprofits.” We’ll talk mostly about their Twitter tactics.

 

Picture of Amy Sample Ward
Amy Sample Ward
Amy Sample Ward: ASW FAQs

Amy Sample Ward, our social media contributor, membership director for Nonprofit Technology Network (NTEN) and co-author of “Social Change Anytime Everywhere,” has 5 speaking gigs this week in Washington, D.C., Burlington, VT and New York City. She’ll share the questions she was asked.

 
 


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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host it’s friday, may twenty fourth oh, i hope you’re with me last week, i’d suffer pilo nephritis. If i heard that you had missed a conversation with gary vaynerchuk, we found out from this new york times best selling author sought after speakers, social media consultant and wine expert. What insights his book the thank you economy holds for leaders of small and midsize non-profits one takeaway from last week treat your employees better than your donors and maria’s mixed bag maria simple, the prospect finder and our regular prospect research contributor had a few things for us ah conference reminder a tweak to google alerts and the report millennials and money from merrill lynch this week twitter tactics melanie mathos and chad norman are with me. They co authored one hundred one social media tactics for non-profits melanie mathis and chad norman and i will talk twitter and a s w f accuse amy sample ward, our social media contributor, membership director for non-profit technology network and ten and co author of social change, anytime, everywhere had five speaking gigs this week in washington, d, c and burlington, vermont, and here in new york city and she’s going to share the questions that she was asked throughout the east coast. My pleasure now, to welcome melanie mathis. First, she is senior public relations manager at blackbaud, spreading the word about their products, services, employees, customers and research. Before joining blackbaud, she worked as a development consultant and in the publishing industry on twitter, she’s at m e l emma tho, mel method and chad norman he’s, director of marketing at spark, a technology services company. In two thousand seven, he founded go green charleston, a technology focused non-profit helping charleston, south carolina area residents engage around the local sustainability community. He is at chad’s norman on twitter melanie chadwell comm thanks, honey. A credit to you. Yeah, tony. Thanks. Thanks for having to stay pumped to be here. That’s a pleasure. Thanks, chad. All right. Pleasure to have both of you. Um, your book is very tactical one hundred one social media tactics. But we need to start mohr strategically. Is that is that? Is that right, melanie? Yes. Way often refer to the book is a book about tactics has a sneaky strategy undertone, and we’ll skip well, we’ll get a quick little give away the one hundred first tactic. Is that a strategy? If you’ve made it that far and you haven’t thought through a strategy shouldn’t be implementing any tactics because you generally wouldn’t have a direction that you’re playing. George, right? And we’ve emphasized that on this show many times not just to jump into social media, but what are your goals? Why are you thinking about? Ah facebook page or twitter? Presidents are linked in group or a hashtag on twitter, which we’ll talk about s o you have some you have some advice in the book about strategy post chad, you wantto just brief us quickly on what post is about? Yeah, absolutely. The post method was actually created by gesture enough and charlene lee from their book ground swell and it’s just a really simple, easy way to break through like the scariness of actually creating a strategy, right? I think a lot of people hear that word and get a little freaked out and which is precisely why it’s in the book, right? Because then people just go straight to tactics. Like, well, i don’t really want to write down a strategy i’m just going to actually go through and, you know, implement some things quickly so the post melkis simple it’s just actually think about the people that you’re trying to reach that theo in post our p e and the o is objective like, what do you trying to achieve? Try to put some smart goals in there from numbers and things? Your strategy is the s and that’s sort of how things are going to look on the other side, where the outcomes you’re looking for and then finally, the technology or the tactics in our case, how are you going to implement or what do you gonna implement actually reach get those three things first, three things in order. We’ve talked a lot on this show with amy sample ward, who is going to be with me later about strategy and, in fact, the two full shows on march fifteenth and april nineteenth, we talked about her book that she co authored social change anytime, everywhere so we’ve had voted two full hours in the very recent past to that strategic thinking around online engagement, so now i thought this was a very good balance. Let’s do some tactical and i want to focus on twitter. That’s ah, you two are amenable to that? Absolutely no. Okay, it’s, a favorite goat can’t really it’s your favorite. Okay, okay, um, i’m glad you’re amenable. Otherwise we wouldn’t have too much talk about if you had said no, i’d rather not know. Then we’d be pretty much out of luck. So let’s start with something really pretty basic creating a twitter background. Um, melanie, why is this important for ah your strategy and how it fits into your general branding rather than just having some a default twitter background? Sure so read by non-profits surely take advantage of all of the different platforms and all the different space allotted to them personalized and bring your brand through to their communities, so that could be a twitter background. Google plus cover facebook cover whatever it may be, you’re given this st an avatar of background to tell your story and so it’s very important, i think, because not the visitors here perspective social accounts, that’s the first thing you’re going to see, they’re going to see how your organization is. Representing itself, and you should really be able to tell very quickly, but a nonstop is trying to convey it. So that’s, why it’s very important to put a lot of thought into the detail around all of your social branding, and you have a very good example in the book, the high veld horse care unit, can you maybe you, khun melanie, give a couple of tips either either using that as an example or just, you know, some general tips that you saw that that they did sure have a commission that is it’s pretty upsetting it’s all about ending cruelty to animals so they could have gone that route? But what they’ve chosen to do is to really provide a really uplifting photo it’s gonna fire people help them towards their mission of happy horses. So i think it’s hcc you is their twitter handle. I will get back to if it’s not, but what i like about it is they have ah, clear call to action. They have other ways that you can get in touch with the organization right there. They’re using this space wisely. They have one strong image, they’re on brand they’re using. The right colors, they’re using their logo and just overall it really reflects their overall lead presidents as well. And chad, how would we get started with creating a twitter background? We can’t go through, you know, we can’t go through all these tactical tips step by step, although the book is very good step one, two, three, four, five and but but how would we get started with creating our own twitter background? Right? I think you take a start, it like looking at what you want to have that back on, right? Like taking your brand and sort of interpret it, you know, interpreting that through the lens of twitter like, what does that mean on twitter? How could my background graphic look? Maybe look at some examples get some ideas of things you like then actually executing a strategy and what you want have on it’s pretty simple, you just demographics editor, whether that’s, photoshopped or one of the free ones that you can download or a graphic designer like he would have to happen on fast, right and pretty much you’re just kind of creating something from scratch, right? A good size to use is sixteen. Hundred by twelve hundred pixels that’s going to cover most most twitter backgrounds most computer sizes or they go really big if you’d like andi, i tend to recommend for people to actually do a full image rather than use the tiled approach, which we can create one small image in the tile it you’ve been a full, big, large image give you really good control over where the elements are going to sit in the background. So i think the idea that not over think it, you can find some good examples that you like and, you know, really put a lot of that good stuff in the upper left and then really make sure the rest of the page really looks great on twitter, right? Because you’ve got the chance to not only is your twitter background, but then customize the link color and some of the elements on your twitter profile page and, you know, again don’t spend too much time and because most people going to ingest twitter from a twitter client or something like that. But again, like melanie said, this is a great first impression opportunity, as a lot of times people are seeking. A proper for the first time on social and so make sure your twitter profile page looks off when they land there. You mentioned the upper left, you said important stuff in the upper left. What what’s that about? Yeah, so the upper left is a really visible part of the twitter profile page, right? You know you’re going to get a little bit if you look at the way the twitter page renders there’s a little space up there like a few hundred pixels, we can squeeze some stuff in there and then kind of moving down the left hand side, so we’ll be seeing a lot of people doing is putting a really nice brand image up there, whether it’s a photo are their logo or something like that. And then i have some information that the left side where you can actually put information about your website, maybe a leak they called action. You could maybe even includes some people that are going to be posting on your twitter account there so it’s just a good opportunity to throw some content up because we know people are people’s eyes on the web, go to the upper left. And there is a little bit of space there on the twitter profile. Okay, we know that that’s, where people look first when they go to a new page bilich upper left. Okay, do we know where they go? Second, probably just reading a book down, going, going to the right down from there, right, straight across, diagonally to the right. Okay, we’re gonna take a break for a couple minutes. Go away. Of course. Melanie mathos and chad norman, stay with me. We’re going to keep talking about twitter tactics, and i hope you stay with us, too. Talking alternative radio twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s, six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? 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Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’ve got lots of live listener love going out to singapore. I don’t think we’ve had singapore represented before and in china, chung ching and beijing and also taiwan. So to everybody in singapore, china and taiwan knee how los angeles, california. Mira loma california in fort worth, texas welcome live listen to love to all of you and lots of other live listeners as well. Um, let’s talk some more about sort of getting started on twitter. Melanie and chad one of your recommendations is to add a twitter follow button. Melanie, how is this? How is this helpful or what is it sure so a lot of the tactics in our first chapter, which set up chapter, just focused on things that you, khun due to optimize all your channels and to really make it easy for you your community to engage with you. So twitter has provided these lovely buttons about four different kinds that you can actually put on your site or on your bog, and they have different focus areas so you can have a button that allows people to easily share a link like i’m sure people are super familiar with justin blogging platforms, but you can also use this for other valuable pieces of content, so think resource is not brochures. I doubt anyone’s going to get so inspired they wanted to share your brochure on twitter, but something that is going to be x stating maybe research or cool article in-kind follow button is probably the most used button behind that and it’s just a button that you can place on your contact page in a foot or sidebar on your site. Donation confirmation form is a good place that allows people just click right on your website and instantly follow you without having to go to twitter and do it there on the hash tag is another one that’s really good that you khun you can pre populate which hash tag? The tweet will mention so it’s, good for a campaign if you’re asking people to add their voices, conversation, et cetera and then the mention wantedto awesome one for asking questions and getting support. So perhaps you have online fund-raising support person who you could add their handle right there, so it’s easy for people to contact them. On their preferred channel, if it’s twitter so there are all kinds of ways to really incorporate into your sight into your different channels, and i want listeners to know that we’re live tweeting because the shows social media manager regina walton is in the studio so you can follow the hashtag non-profit radio. Also, we found the the twitter id melanie for high veld horse care unit it’s at h h c u regina found that gina found that no problem, of course you know we’re covering you, i put you on the spot, regina found it and she live tweeted it. But beyond that we’re live tweeting this shows you can follow the hashtag non-profit radio. Okay, melanie there’s so there’s a lot there. Where would you recommend putting the the content ad button with tzekel right by the title of something? Or where does that go on a block post or something else that you want people to share? I’m going to throw this went over the chad because he’s more of the technical implementation. He probably has a better insight on this. Yeah, so i mean a lot of time. This is that is in response. To the people that have, you know what, i’m supposed to put a twitter icon like on their on their pages, like you can click that and go to twitter dot com and follow from there, but the idea of having us followed button instead, it is a little more powerful and you can put it kind of anywhere but needs to make sense, right? You don’t want to put this in sort of your social sharing area where you want people to tweet a blogger post or like it on facebook, or share it on pensions or something this would go sort of in some other places, like alongside a twitter box like a weird showing your feed right? You can put the follow-up button right there and say, hey, i just want to follow, you know, follow from here, you can put it in blog’s sidebars you could put at the top of bottom of block post greatly labbate you’re about us, page, write a page where you’re listening out a lot of other ways to get in contact with you. A donation confirmation page is another great place where you can actually have it like hey, thanks. For making that donation here keep up to date with the followers on twitter and having just do it right there, your press room or even on a custom kapin facebook so kind of any other places where you’re trying to, you know, get people teo, you know, communicate with you more and follow you and give you give your contact information you mentioned the twitter feed how do we how do we put that chad in in our on our blogger on our site, right? So it’s it’s, another widget from twitter you can actually go to twitter dot com and their resource section, as well as a place where you get the followed button and you can actually get a nice live twitter feed. You’ve seen these on lots of different sites. It’s another tactic in the book and you can actually bring your live twitter feed onto your website, right, which is great for two reasons one and explosions all the great things they’re doing on twitter and helps get get that message out farther, but it also brings in dynamic, real time content to your site to make it more of a lively place we see. A lot organizations doing this even on their home page, where they pull in like their latest tweet, i think you may decide it does that so it’s just again, another way to bring twitter outside of twitter itself and put it on your website. Can you modify that chad so that’s not only your twitter feed, but it’s it’s the occurrence of any time that somebody uses your twitter id? Absolutely yeah, you can do it search results, you can do a hashtag, you can do just the profile so it’s very customizable both from my content perspective and from a design effective you can actually use the css and use some of the attributes actually make it match the html of your website, so it doesn’t look like like a placid on there, so you have very customizable bullet from a content and design perspective. How technically savvy do you have to do tow b to do some of these things? Almost almost not none at all, right? Both, though all the wages are customizable on twitter with a really great with the wig, what you see is what you get type interface we just kind of get select colors if you’re non-technical person, they don’t have access to the website your website. You may need someone what basically twitter dot com spits out a piece of code and you could take that piece of code and put it on your website. So if you can’t do that yourself, you just need to send it to the person that can and do a little we should just take a couple minutes so so really rates again dynamic conta countryside as well. So you mentioned if you’re not a technical person, so a lot of small non-profits i think run into this problem where they just don’t have a lead person on staff to be able to do updates all the time. So what does that really pulls a dynamic content? So when people go to your site it’s not gonna look like it hasn’t been updated in a month? Yeah, it doesn’t look like a site from two thousand three. Exactly. Okay, okay. Um let’s see? Oh, chad. So you mentioned your doing this? What you see is what you get so you’re basically designing it and then the twitter site this is this is all through twitter. Dot com will give you the code based on the way you designed it. Absolutely. Yeah. You just you selected another color you want the links to be and how you want the outline, the look and what the font should be. And you say, you know, i think it’s generate code or i forget the button is but and it actually just spit out some code that you can copy and paste on and that it’s a little nice little in bed code. And where do we find the resource is paige? Is that is that the the navigation barman twitter we goto our twitter page. Wait schnoll looked at out, milady. Did you have that on the top of hands? I think it’s, just twitter dot com flash about flash resource is possibly, um but again, i didn’t have that handup okay. That’s ok, i put you on the spot. So it’s twitter dot com slash about slash resource is ok. Ok. We like to like to share the detail here on tony money enough. So i like it. Get people, you know, get people started a swell as engaged. Okay, well, since we’re talking about all this stuff that could be on our site um, i’m going to turn to you still, chad, how do we make sure that our site is not getting too crowded now? We’re talking about these buttons and the background should have certain detail. How do we make sure we’re not getting too overwhelming? Yeah, absolutely. You want to avoid sort of the nascar factor, right where she’s got, you know, just tons of things kind of all clapped when one page again, you have to be strategic about it. You don’t want to just throw these things all over the place. You want to kind of think about when you’re designing any web page, what you want, the primary and secondary action for someone to be on that page, right? And so i think when you’re looking at, for instance, a twitter follow button that’s not going to probably fall into any of those two categories unless it’s a page about your social presidents are a page about reaching out to your connecting with you more so i think, you know, you really got to look at it from that perspective, right? When you’re adding anything to a page, is this? Is this contributing to the one thing i want them to do on this page, right? So again, get putting twitter but putting on extra stuff on there just going to detract from that so again be strategic about it. Okay, very important. Yes, we want this is all these tactics are part of a bigger strategy, which absolutely said, but merits saying again okay for you, melanie there’s a there’s, a recommendation in the book that you can personalize twitter and share, whose share with with visitors who’s doing the tweeting. Why? Why is that a good idea? Well, because twitter and facebook, it’ll get more crowded by brands, i think it’s even more important, to really personalize it and humanize organization people give the people and fund-raising right, and people communicate with people over a brand all day long, so if you’re doing it right, communicating on social should really feel very personal there much of a one on one conversation, and it often is if if you are doing it right, you are going to be you having those one on one interactions of advertise with your constituents so it’s nice to be able to present who’s. Behind this mystical organization accountants, you know who are the people that are actually behind it? They’re not robots, they have names, they probably have their own twitter handles and even better if you can add a photo to really human eyes who this person is that you’re communicating with its really going to increase engagement in the long run, you used the example of the humane society doing this very well, right? They have one thing they had several people treating on their account, that’s another really good thing to bring up is, you know, you’re going to try to get that consistency and voice, but everyone’s in a community a little differently, so just hurry up acknowledging that content organizations choose to even put initials on you, the author of the treated if it’s a team tweeting, uh, right now, i think they just have one person who’s kind of the face of their twitter account that if you go to their handle it’s very clear who it is and it’s a friendly face pompel durney can relate teo and have met hundred persons is very much the same when she portrays herself on social, so i think it’s really, really adds to the credibility of the brand and the mission. How do you manage this at at blackboard? Melanie so the blackbaud we have cheryl black who’s heading up our social now, so if you go to this site, you’ll see her face and her twitter handle right there, so people know exactly who they’re talking about, so you’re not hypocritical. You actually are following your own advice. Yes, actually, dad and i built the social program together a blackbaud and at one point, both of our mugs were up there because way were the voice of blackbaud but now we we’ve kind of handed over that torch, so people know that cheryl is the person that they’re communicating with. I have lots of hypocrites who our guests on twenty martignetti cafferata art, in fact, i tried to recruit them that way, you know? I like people who just have advice for others, so you’re an exception to that on admirable exception, both of you. All right, chad, where we’re going to share this? This personalization, these photos names. Where do we do this? On our site? Yeah. Again. You can sew the couple ways, i think. Melanie talked about having to be part of your twitter background graphic you can have it be a part of your on twitter, your description of the site you know where you talk about hey, this is who our brand is and by the way, the tweets or by so and so on and again, i think money may have mentioned some people do it on a twitter level. You’ve got five people actually tweeting you can do it like i think it’s a little, a little carrot and then some initials, so people at it that way you can also put on your website again when you’re when you’re talking, a lot of a lot of accusations do this in different ways, put out who their public faces are, who is talking, they could be on the contact that page, it could be in the press room again, just another opportunity to get that faith associate with the brand. I think it also goes both ways. We talk about being engaged to the to your supporters, into your audience, but also, i think, engaging the other way where it makes the person who’s doing the tweeting and doing the actual social activity feel a little more empowered within their own company, right? And helps them develop their own brand, which makes them do their job better, right? They become more invested. And so i think it kind of works both ways it’s really powerful tactic to get people were just really involved in really engaged in twitter on both sides. I’m talking with melanie mathos and chad norman. They are co authors of one hundred one social media tactics for non-profits the book goes much broader than twitter, we’re just focusing on twitter because on this show we haven’t talked about that specifically for quite some time. But the show there’s the book is much broader tactics in ah, all the social media sites um, we can we can make this even more personal chat with some actual, like meetings and getting to know people locally. You have some ideas around that? Absolutely so i mean, twitter is one of the best ways you can use it is to actually reach out and to attract new people right now, it’s a great public facing tool that people really looked too now as an extension of your your media arm. And an organization so there’s, definitely some great waste interact locally, so we talk about a couple of them in the book. One of the coolest things a lot of people don’t know about is a site called tweet aholic and there’s lots of ways to like look att who’s tweeting locally and who’s actually, you know, because the hashtag because of geo location but tweet aholic, take it one step further and allows you to, like you could dig in and see who are the top tweeters by city name, right? So you can look up a city like new york city or charleston, south carolina and actually see a list ranked by who tweets the most, who is the most followers? So this enables you to actually go out and say, like, hey, i want to find out who the fifty, noisiest people in charleston, people that i may not want to engage with. But, you know, people that if i could get them entrenched into my brand and the my message, they may re tweet us because they have a big influence over people. So it’s a great way to when you’re starting out sort of target. A local group of people that may eventually become your advocates and help you spread your message locally on another way to get involved in almost every city now has a hashtag right so new york city’s on this i’m guessing it’s probably n y c charleston’s see hs a lot of time it say your airport code or just, you know, whatever your tower goes by outlay is definitely ella for los angeles, so you can follow these hashtag you could put him in a search feed as many ways to contract it, but again, that helps you monitor the general chatter of a city, right? So you can kind of see who’s talking about what and you can use the hashtag actually put on your own tweets to get into that stream of people that may not already be following you. We have just about a minute and a half or so left. Melanie and i wanted to spend some time, make sure we talk about measuring your outcomes on twitter. You have some ways of doing that to see how effective you’re being. Yes, definitely, and part of developing your strategy is really, you know, defining what? Those measurable objectives are because everyone asks, how do i know what to measure? Well, if you know what you’re trying to achieve, you know what you want to measure, so there are a ton of ways to do this. Facebook has amazing tool built in with facebook in site where you can really get down to even very specific demographics gender location, something with you two really looking within your own website, really seeing where people are coming from through social referrals is very informative because some social networks pop up that you may not be on your radar atop channel for you and and specific to twitter you, khun, you can monitor your own name on twitter. You can you can even calculate your influence. You have ah, have a site where you can calculate influence what’s that so cloud has been around for some time, and now you’re seeing it surface in a lot of different tools who we now have krauz scores, which are influence scores, dealt right into profiles so that’s another way to really i d who your influence there’s are and how influential you are. Uh, if it’s if it’s trending up it says a lot if it’s turning down, if you want to see, you know what you’re doing differently, that kind of lessening your impact and your message, amplification and that’s, that cloud is k l o ut right, kale o ut, dot com, yes, okay, melanie and chad, we have to leave it there. Thank you so much for being part of the show. Great, thanks for having me, it’s. Been a it’s, been a real pleasure. Thank you both. Right now, we take a break when we come back. Tony’s, take two and then amy sample wards. F ake, use. Stay with me, e-giving thinking, tooting, getting dink, dink, dink, dink. You’re listening to the talking alternative network duitz nothing to get. Thank you, cubine. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Hi, i’m lost him a role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Oppcoll dahna i’m leslie goldman with the us fund for unicef, and i’m casey rodder with us fun for unicef, you’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back, maura live listener love joining us from asia, new delhi, india, and joining us from new zealand christ church also italy. But we don’t know your city in italy, you’re you’re masking yourself or we just we just can’t see you. But welcome italy born jar no um, norcross, georgia, new bern, north carolina, jersey city, new jersey, jersey city i used to visit new jersey city over on ah, what street was that? Where my grandmother lived? My father was born, mcadoo have mcadoo have in jersey city that’s? Probably not the part of jersey city you’re in, but but jersey city, new bern, north carolina and norcross, georgia live listener love to you time for tony’s, take two on my block this week, i feel bad for the irs determinations unit that’s, the irs office that is accused of unfairly scrutinizing and delaying applications for tax exempt status from mostly not exclusively but mostly conservative political organizations like the tea party and but i have been seeing that office struggle for years because i’ve seen applications for tax exemption routinely take close to a year, and i personally know groups that have waited more than a year even there was an automation project, the form that you fill out to get your tax exemption from the irs is formed ten, twenty three, and there was supposed to be an automation project where you could fill that form out online. Then they delayed the launch of that, and then i stopped hearing about it. So i always thought that that was bad news, you know, not a priority among the irs development staff toe automate that on and then in two thousand eleven, there were two hundred seventy five thousand charities that lost their tax exempt status, and tens of thousands of those reapplied they didn’t want to lose their tax exempt status. They were still active organizations, they re applied and to that same unit, so tens of thousands of new applications probably came in within months, i’d say of when that that iris loss of exempt status list was issued. So, you know, i just think that i’ve been seeing this determinations unit struggling for years many years as i’ve been around non-profits and i think it just came to a head and people were trying to be more efficient and flag something’s and categorize. Something’s and that turned out not to be such a good idea, but i don’t think it was politically motivated. I think it’s ah, staff people trying to just be more efficient, there’s more about that on my blogged at tony martignetti dot com, including some links that i have, and also including links that some commenters have had gotten some very good comments with with links to that post called i feel bad for the irs determinations unit and that’s tony’s take two for friday, the twenty fourth of may twenty first show of the year and also want to wish you happy. Memorial day long weekend coming happy memorial day and thinking about our our veterans who gave the ultimate sacrifice that’s what memorial days about? So we want to keep that in mind. Amy sample ward is with me now, and we know that she’s, our regular social media contributor, we know that she’s, the membership director at non-profit technology network, and we know that her most recent co authored book is social change. Anytime everywhere you may not recall that herb log is at amy sample war dot org’s but you probably do recall that on twitter she’s at amy, r s ward. Welcome back in the simple word. Thank you. I feel like maybe you’re experiencing ground hog day, and so for you you’re just like, oh, i have said all of this so many times you may recall it may recall it alright, but maybe some people don’t recall it. We could maybe, just maybe, the rest of us aren’t experiencing ground hog day. All right, welcome. I don’t know why. Why my welcoming you? Because if we if i don’t allow you to speak, then i’m at a loss for what to do for the next twenty minutes. I guess we’re gonna have to go ahead anyway. All right. You’ve been travelling. I saw you checked in laguardia airport like seven o’clock this morning. Yeah, that’s when i landed with seven a. M from where? From burlington. Okay, early flight from burlington. Yes, but i’m since four. Thirty. All right. All right. So you’ve been on the eastern seaboard this week? Yes. I have been taking a tour of the thunderstorm region and experiencing a lot of high humidity and sudden downpours. Okay. Yeah, well, welcome home. Thank you. You’ve been talking, i guess, about your book. Yeah, about the book. And and, you know, some of the events have been q and a’s. Some of them. I was joined by alison cape in and we did it together, and others were more like hands on workshops really focused on getting organizations kind of from the from the very beginning stages of maybe having a facebook page, but they don’t know who set. It up, or why? Or maybe not even really engaging much online and and just having an email newsletter, and that was it, and helping them figure out how to how to have some strategy and resource is in place so that they could go start engaging. Alison kapin of course, your co author of the book, how long do these workshops go? I mean, how long’s it take to get people to be more more savvy and strategic about what they’ve already jumped into and are not doing very well. It does not matter how much time the event is, people will say it was not enough time, you know? So i’ve done workshops that air just a knauer long i’ve done workshops that ahron entire eight hour day, and you get to the end of eight hours and i can barely speak out loud and certainly don’t want to hear my voice any longer, and yet people are like, so can you come back tomorrow and we’ll keep working on this, you know, because i think there is that feeling that when when someone who’s gone gone down the path before comes back to the beginning of the trail, you know, and is willing to go with you, will you don’t want them to just go the like the first mile of the hike you like, no take whole appellation trail is pretty long, you know, george, i don’t want you to leave me now, so but but ultimately the point of the workshops at least those that that i’ve been doing recently are really to get people not to a place where they leave the workshop feeling like, well, i have my strategy in place, i have a community map finished, you know, i know every piece of content i’m ever going to create, but instead they know how they can go create that content plan and how to create a community map so they can go do it with their staff, because ultimately, i don’t know what they dio i don’t know what their strategic plan is, so they can take it back, work on it with their staff and put something in place that makes sense for them. Okay, so let’s, talk about some of the questions that you’ve been getting talking about brought issues, certainly and right, but why don’t you start to share? What you got for us? I have a long list after five events i was so you’re you’re speaking is not very good because people have millions of questions you and as you know, i’m anticipating the questions, which is what a good speaker as you know, i find it very hard t just talk and talk my way talked about your that yes, exactly. Tim sample on the line, i don’t know what way have oregon. So the first one that i that i got consistently almost every event wass you know, not not so much the how much time should we invest but the why does it take so much time? Why, you know as if they assume they’re doing, they’re doing facebook wrong and that’s why it’s taking time? And i think it was really indicative that there is still no matter how much we hope it goes away, there is still the sense that you could just create some social media profiles and bam, you’re going to have a super engaged community that wants to, like, take that video viral like whatever it’s going to be and that’s it it’s not a silver bullet, you know? Social media is a place where you can you’re gonna have to invest time because it is a it’s, a slow burn, you know, you’re just going to build that community over over time, and it will continue growing if you continue investing time and, you know, all the rest. But, you know, people were really disappointed. Like, why is it taking me so much time to use facebook on overtime meaning years, right? This is long term stra, tragic engagement conversations, all the stuff that, you know exactly exactly, i mean, you know, some of those organizations, for example, that chad melanie we’re talking about and pointing to his great examples, especially using twitter. Well, they’ve been using twitter, most of them, you know, since two thousand seven eight nine and it’s been a while, you know, and and it’s not because they they joined twitter because they thought it was only going to be here for a year, they joined it saying, ok, well, you know, our communities out there, i think we can engage let’s just start engaging, and we’ll keep building on to what we’re doing. All right, you’ve got to recognize this is a long term right, irrespective of the platform. Exactly. Exactly. And, you know, even if for some reason, you know twitter shutdown tomorrow permanently, you’re going to have to go somewhere else and start building because the community also does the same thing even as people you know, when we join a new platform or go try out a new tool it’s not like we instantly all have our, you know, three hundred high school graduation friends that have somehow found us already. And, you know, even as individuals, it takes time to build up how you use a tool in what you’re who you’re following, etcetera. So why should it be different for an organization? Ok, another question that we got a couple times wass what if we don’t have any fans? What if we don’t have any followers? Like, how long do i use facebook before i stop? You know, how long do i use twitter before i stopped? Because well, you know, we don’t have any fans right now, so what? Why should i post? Why should i log in to facebook today and post something if i only have two fans and i totally understand that the emotional side of that question the like but no one’s listening to me. So why am i going? But again, think about it as if it wasn’t social media. If your organization said okay, we’re going, you know, pilot this new programme, we’re going to create a new service and day two of this new service no one shows up at your clinic. Well, you’re not like sorry. Yes, the service is done. We’re no longer providing, you know, health care checks because no one showed up today. You would you would laugh and think that that’s so silly, you know, if it was an offline thing, you would say we have to commit to it. We have to just say, you know, every day at nine o’clock we opened the clinic doors well, same on social media, obviously not to the same maybe extent, but you still have to say ok, every day we’re going to post something so that if and when people do come it’s it’s a living place it’s not, you know, a ghost town, social profile that’s never been used so and again, creating that consistent content that is valuable lets you share it with people. Let’s, give it, tell other staff, hey, we posted that report, you know, like melanie said, if you have a great new article or some research posted up there, even if you don’t have a lot of followers and friends, and then encourage the people out, the organization partners you work with to share it, but to share it from that social platform instead of just from your website and encourage people to go there and again, it’s, like, you’re going to have a thousand fans overnight, but you’ll get those people who said, oh, you’re oh, that research, you know, it’s really interesting i’m going to like your page or follow you on twitter in case you have more of that. So again, it’s it’s more of the commitment to being consistent and less of the well, no one’s here, so i don’t wantto play in the play room by myself, but is there a point where a new organization should say, you know, we’re just not we’re not getting any traction, maybe our constituents just aren’t interested in facebook or twitter. Yeah, i definitely think so, and that isn’t going to be decided in in a month, you know that comes over time when you know that you have given it a really effort, but it also goes back to things we’ve talked about on the show before about not creating social profiles unless, you know, your community is even using that platform or starting a strategy exactly. Exactly. So we, you know, for example, that one of the events yesterday in burlington someone said, you know, i’m hearing people talk about instagram, should i use instagram? My community is, you know, he described his community and i said, well, it sounds like and i don’t want to be making, you know, extreme generalizations, but it sounds like your community probably is not one that has ah lot of smartphones, you know, it’s, not a bunch of iphone users, and he said, no, probably not. Well, if you don’t, if you don’t a camera phone, you’re not using instagram. It isn’t that they’re not interested in photos as a general medium, but they’re not gonna have that app, so don’t feel obligated to go just create profiles every time you hear of a new application. Follow your community to those platforms so, you know it’s worth being consistent. With content, we gotta take a break. Go away for a couple minutes. Amy sample ward stays with me, and you should, too. You’re listening to the talking alternative network. Oppcoll are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Durney go live listener love for bridgeport, connecticut, new york, new york welcome, seoul, south korea. Anya haserot and very glad that things have calmed down a bit on the korean peninsula. I think it was just five weeks ago or so five, six weeks ago. You know what? Saber rattling and i mentioned it as i was doing live. Listen, love, i’m glad things have quelled a bit. They’re very, very, very glad of that. Kawasaki and tokyo, japan, konnichi wa and we have an unknown live listener in japan. You’re masking yourself. Well, we just can’t find you, but konnichi wa of course to the unknown japanese listener. Okay, amy, um, we finished offgrid instagram pretty much, you know, you don’t belong there. Really, if you don’t. If you don’t think your constituents have smartphones because it’s a smart it’s an app, right, right. Ok, what else you got for us? For your from your travels? Well, i have a few more. So one that came up in a in a couple different cities was the question of, you know, unlike the last question, you know, we don’t have anyone no one’s, no one’s liking us on facebook instead. What if we’re getting plenty of likes and they are not the right people? Oh, now, how are we defining the right people? Well, i i asked the same question think they were just like, you know, oh, they’re not the, you know, donors, and we only want donors or that’s what they don’t have a lot of following people follow us, but they don’t just tell us how you know, these were examples of, uh, primarily youth facing organization’s getting some, not pg thirteen appropriate accounts are connecting to them, okay on i and i think this is an interesting one to bring up because for some organization, you know, like they’re just if they’re just following you on twitter, for example, you might not even but you might not go through your followers list because maybe you’re just paid attention if they’re adding you or something, you know, if they’re if they’re replied you directly, then maybe it would get flagged to you, but to chad and melanie’s example of including on your actual website or on your actual blawg page, the follow or like us on facebook, widget, a little button and it and if you do that you can have it show, you know, that other people have have liked the paige, but you’d showing up on your website and they they have that because they wanted people to see that social like, hey, lots of people like us, you know, as soon as you went to the website, but unfortunately, that meant you would go to this website focused on youth services and see a string of inappropriate facebook photos along the top of the website and so their their community manager there, you know, the staff people that were managing those accounts felt like they had to at all times have the home page and facebook open so that they could refresh things frequently throughout the day. And if they saw a new person pop up, they could go into facebook and block them from the page or go into twitter and block them from the twitter if they’re inappropriate. Exactly. And that and and so that’s the whole other side of well, first you’re trying to just get and you know, that idea of i just need to get people to the page, and now you’re thinking, oh my gosh, these horrible people are on my page so, you know, how do you deal with that? And then again, i think it really does not exclusively you’re still going to have to do that physical management of deleting people are blocking people, but it comes back to content if you’re making it very clear that you are there providing services and not necessarily, you know, connecting people with youth, then then again, you’re setting the tone that this space is here to talk about the service they were, they were probably pretty clear about that. I mean, odds are it’s the person who was asking the question with people because these are multiple we got this a few times people who ask these questions, probably their sites are very pure and youth oriented, but they’re still getting inappropriate followers and friends. Well, i think the difference is that it’s it’s connecting facebook and your website, your website may be very clear what you d’oh, but often, organizations wantto have more of the like fundez social content on their facebook page, so that may mean they’re facebook parties is photos, events, etcetera, so on that facebook page, it may not have the same kind. Of institutional feel that the website does okay, so do what you can managing moderate, yeah, exactly, exactly on and then one more for tow highlight for today at the first time, i’ve gotten this question at these kinds of events, you know, normally get this question from people like you, tony, but instead i was getting it from, you know, normal citizens, and they were saying, well, isn’t facebook dead isn’t isn’t twitter just for like young people. Now i write an article that, you know, all these kids left facebook, and now they’re using twitter so all the adults should leave twitter very interesting perspective, that article i ask, such as, i’ve never ask questions like that. Well, you know, i think you’ve probably asked it in a more, you know, theoretical what’s the future. Okay, well, that’s much more insightful, but the undertones of is it a valuable place? Is it worth investing in, you know? And i think for those people they were coming at that question from well, if if this person says it isn’t, it isn’t going to be around for a long time that maybe i wouldn’t have to waste my time today. And i understand that feeling i have the love hate relationship like all the rest of us do with some of these tools, but at the end of the day, until we see that facebook really is dead, or we see that twitter is apparently only for young people like some article that that person read, they are still having huge engagement. There are so many daily active users, monthly active users, even in our own, the report that we do with them in our strategic services, the e non-profit benchmarks report showed that in two thousand twelve the non-profits that that we study and have access to their data for this report had over two hundred percent growth in their twitter fan base or follower base, so that may happen. A facebook could maybe be gone tomorrow, but today it is here and today there are millions of people using that platform, so you could say you don’t want to invest because maybe it could go away. But you have your trying to get people’s email address, and they unsubscribes it’s the same feeling if it if it is the channel that they’re choosing and that they’re there it’s worth engaging in and again, you should have a strategy that isn’t based on facebook. You should have a strategy based on engagement so that you can be nimble. Facebook goes away, you pivot. Go to the tool where the community is an example would thank you for sharing your f excuse for this week’s trips, of course, my pleasure next week, it’s going to be archive edition, but i don’t know which one s o if you have a show in mind that you can’t find, sometimes i get emails. There’s there’s woman on i can’t remember her name. She talked about this, but i searched your site and i can’t find it if it’s something like that. If you have a show in mind, you can find let me know on twitter or linkedin or facebook, and if i replay your suggestion next week using that show, then i will send you a social media roadmap, which amy gave me several of and i have one left, so if i use your show all ah, i’ll send you my last social media road map insert sponsor message over nine thousand leaders, fundraisers and board members of small and midsize charities are listening to the show each week. If you’d like to talk about sponsorship, contact me through the block. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and janice taylor is our assistant producer. Shows social media is by regina walton of organic social media, in the office in the studio, i should say this week, and the remote producer of tony martignetti non-profit radio is john federico of the new rules. We’re going to be on the road very soon, not too far marriott marquis in times square for nicey fund-raising day, and then in october, will be at bebe con. So that’ll be cem cem road tripping for the remote producer. I hope you will be with me next friday. Wanted to eastern for the archive show at talking alternative broadcasting at talking alternative dot com. I didn’t think you did a good ending. You’re listening to the talking alternate network duitz waiting to get into thinking. Nothing. Cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight one eight three that’s two one two seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Hyre this is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio, dot com every tower is a great place to visit for both entertainment and education listening tuesday nights nine to eleven. It will make you smarter. Talking dot com. Hyre

Picture of a fading IRS sign in Washington D.C.

I Feel Bad For The IRS Determinations Unit

Picture of a fading IRS sign in Washington D.C.
IRS - photo courtesy of alykat on Flickr.
This is the team on the hot-seat-of-the-week. They’re the ones praying for a devastating tornado, locust outbreak, politician meltdown or the return of Jesus. Anything to get them off the front page and out of the crawl.

It’s the IRS office accused of unfairly scrutinizing and delaying applications for tax-exempt status from conservative political organizations like the Tea Party.

I don’t think the low-level staffers in the Determinations Unit were politically motivated. I think they were trying to deal with a mountain of work while understaffed, so they searched for keywords to aggregate applications and handle similar groups with a degree of regularity.

We’ve seen for years the unit is understaffed and struggles to keep up:
— application responses routinely take close to a year and I’ve known groups that waited months longer than that
— an online application project was delayed, and I haven’t heard about it since
— the 2011 loss of tax exempt status for 275,000 charities meant many thousands would reapply, adding monumental burden

Much is being made of the unit’s requests for donor lists, but how a group is funded has long been part of the criteria for determining whether an organization qualifies for tax-exempt status.

I’m looking at an IRS letter from 2001 confirming a client’s exempt status. The agency informs the organization that if its “sources of support, or its character, method of operations, or purposes have changed” there may be a change in the exempt status.

I predict this scandal will lead from IRS Code section 501(c)(4) to 501(c)(13):
Cemetery companies owned and operated exclusively for the benefit of their members . . .

Then we’ll learn where the bodies are buried.

Updated June 6, 2013:

IRS released these FAQs on what the Determinations Unit did and why.

Photo of Gary Vaynerchuk

Nonprofit Radio, May 17, 2013: A Conversation With Gary Vaynerchuk & Maria’s Mixed Bag

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Photo of Gary Vaynerchuk
Gary Vaynerchuk
Gary Vaynerchuk: A Conversation With Gary Vaynerchuk

We’ll find out from this New York Times best-selling author, sought after speaker, social media consultant and wine expert what insights his book “The Thank You Economy” holds for small- and mid-size nonprofits.

 

 

Maria Semple
Maria Semple: Maria’s Mixed Bag

Maria Semple, The Prospect Finder and our prospect research contributor, has a few things for you this month: a conference reminder; a tweak to Google Alerts; and a report, “”Millenials and Money”” from Merrill Lynch.”

 
 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i hope you were with me last week. I’d suffer coolio leth iesus if it came to my attention that you had missed, the money is out there and kayman founder and ceo of new york grant money is a treasure of valuable information about grants, discounts, rebates and other money incentives throughout the country that get triggered when you re new release, move, expand, create jobs, she explained what’s out there and how to find it. And the pelota paul dan pull out as viral video from ted is the way we think about charity is dead wrong. Our legal contributor, jean takagi principle of the non-profit and exempt organizations law group in san francisco shared his perspective on how we got here and what needs to change and should it change to achieve pallotti’s vision of amore free market charity sector, we’re going to continue that conversation with gene on june twenty eighth, when he returns this week a conversation with gary vaynerchuk we’ll find out from this new york times best selling author sought after speaker, social media consultant and wine expert what insights? His book the thank you economy holds for leaders of small and midsize non-profits and maria’s mixed bag maria sample the prospect finder on our prospect research contributor she’s our doi and of dirt cheap and free maria has a few things for you this month a conference reminder a tweak to google alerts and a report millennials and money from merrill lynch i like that title millennia zin millennials and money from merrill lynch it’s a great find that marie has for us and it’s free she’s so good between the guests on tony’s take two. Last week it was my stand up comedy gig this week something much more exciting. Your irs form nine ninety is due. I can hear the roots and the fist bumps get the t shirts printed. We’re going to talk about your irs form nine. Ninety. Such a pleasure now to welcome gary vaynerchuk. He is a new york times and wall street journal. Best selling author. His books are crush it, exclamation mark the thank you economy. No punctuation there and coming this year. Jab, jab, jab! Right hook and i i think pugilism deserves punctuation? He’s, a self trained wind expert he started, however, with lemonade at eight years old, he had seven stands in nineteen ninety seven. Gary launched the very successful wine library dot com he’s, also a speaker, blogger and consultant in marketing and social media on twitter he’s at gary v e gary, welcome to non-profit radio, thanks for having me that’s my pleasure, welcome yeah, tell me about our our thank you economy, what’s what’s the thank you economy no, i think the world is going through an interesting change. I think that social media web sites like twitter and facebook and interests and tumbler and, you know, are really giving people’s voices at scale, and i think that they’ve created an infrastructure for word of mouth and your reputation and the things you do get amplified a lot more than they used to and will dictate where people make their buying decisions and how you execute you’re engagement and creative on these platforms will predicated on the success that you’ll get from them, and now our our audience is small and midsize non-profits and i’m hoping that we’re going to be ableto talk about the leadership role in the thank you economy and i think there’s lots of lessons for for small and midsize non-profits you talk a good deal about caring before selling, you say a little more about that? I mean, this is a much bigger philosophy in general, you know, i’ll give an example looking about mid size and small non-profits the amount of small and its size non-profits that reach out to me on twitter and asked me to re tweet something because i have nine hundred thousand plus fans or to or to donate without ever having a conversation with me prior to that moment is baffling to me, so i believe in context, i think that you need to have a relationship, you know? You and i, you know, i have engaged through on twitter now we’re having this conversation and this interview and tomorrow we will have a deeper relationship than we had yesterday, right? I must and so to me, that’s how riel business works. I think you have a relationship with the customer on dh. You know, when you go to this for twenty two store twenty times your bigger and better customer that’s for than you were the first time, and i think that specifically what i focus on, which is communication from social networks, um, a lot of people are doing it wrong, and so i think you need to carry you tell your stories, many non-profits have very emotional stories are doing such great work and doing the right things. They need to figure out how the story telling the social weapon about that, but more importantly, they have to realize that they have to care too. You have to care about the people that are donating to your claws, you know, just because you were a con doesn’t mean you’re entitled to the dollars there’s a lot of things wrong in the world and a lot of things that should be supported. And so i think, it’s, just not enough that you’re doing the right thing, and i think people use that and gary to take it even deeper. You and i, i have i have a relationship now with two people who work for you, nathan and krista. Very helpful. Very hopeful teams. So so it’s expanded. Yeah. You should know that. Yes, but beyond that, you know, in terms of relationship? You know, it’s expanded already? No, i know three people in your in your organization. And this is just what happens, right on and so, like it’s. Just like i’m surprised by people’s lack of paying attention to if you can act human, you can win. People need more humility and thanks. And you know, i think people think of social networks. Is that police to expand their message and convert what they’re looking to convert that i think you could put in the work first. And so that’s what i think a lot about, do you think it’s? Interesting. I see what i think is a trend. Small shops. I live in new york city and i know you do too. Opening again, like like coffee shop, independent coffee shops, bookstores, there’s a there’s a pharmacy near me. I live uptown in inwood, there’s a pharmacy. Knowing me, i may be going to give a shoutout dichter pharmacy on broadway. They have ah, it’s, a pharmacy. And he has a soda fountain. You know, you order a cherry coke and he pumps the cherry syrup from a pump into into your into your chair into your coke and i just i i think i see more small shops getting, i guess revived again. Yeah. I mean, i think new york city, you know, i think we need to be very careful, you and i because new york city is a very, very, very big anomaly in this, i spent a lot of time on book tours and traveling around downtown in small areas around the country and it’s a little less vibrant, but i think you’re barking up the right tree, which is i do believe that we’re pushing towards the fragmentation and mitch opportunities in our world, and i think there’s a lot of opportunity to to build businesses around them. And that effort of pumping the shelter and the cherry syrup is enough of a story now, right? Because it’s not the norm, you appreciate the extra effort, the nuances, the organic next of it all, and you’re willing to pay a little more, and you’re willing to pay for that experience and watch you get made. And yes, i do think that, you know, you know, there’s clearly and it’s i think things from supply and demand staring point and the swing of the pendulum. That’s the way the world used to be, then things like kmart and costco and wal mart. You know, those became interesting tow us toys r us. That was interesting. Big toys right on now, that was the norm for the last twenty, thirty years. We’re starting to push the other way. We’re human beings that push after we get fatigued by the same old day, and i think that you’re barking up the right tree. Yeah, the context changes, we change, you know, we’ve all on dh and i, you know, and i think i’m glad to hear you say, you see this more broadly, man, i do leave new york city for but it’s it’s filth. Listen, there’s, a lot of pockets were downtown ravaged, still not there, but you are seeing people, you know? You look at somebody like tony shea, what he’s doing in downtown vegas? You know, he’s putting his dollars toe work it’s an entrepreneurial venture, but it’s also changing the scene down there and it’s incredible and hopelessly detroit in baltimore. There’s a lot of tech things happening, so i’m aware of that and it makes you know, all of a sudden you got forty or fifty tech start ups in the area that quantifies the reason for a, you know, a niche little coffee shop and, you know, just it’s the americans entrepreneurial capitalist energy and, you know, execution and you know it’s just so inspiring to me and it’s fun to watch it at work because it’s always at work. Thank god we have just about another minute and a half. Gary, before it think for ah break. Andi, i think the lesson for listeners is, you know, you you can create a niche within your community. You can be the you can. Even the small shop. I mean, the small shop, it really has an advantage. I mean, you can care. You can show appreciation and acknowledgement so much easier so much. I mean, if you don’t have the dollars to compete right of your time in your efforts, all right, but i will say this there’s there’s two ways to build the biggest building in town. One you build the biggest building in town or to you try to tear down all the other buildings around, get it. I do get it. We’re going, we’re gonna take that break. Kari and when we come back, of course, gary v stays with us. We’re going to keep talking about his book, the thank you economy, and we’ll get into ah, little about his upcoming book. So stay with me. Talking alternative radio. Twenty four hours. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and appearance? Hi, i’m ricky keck, holistic nutrition and wellness consultant. 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Let me get this one port melbourne, australia live listener love out to you in australia, gary let’s sum, i’d like to talk about the leadership role in in this in the thank you economy and and in creating care and trust, it all comes from the top, right? I think so. You know, i very much do i have not seen example where, if leadership or the people quote unquote, running the show aren’t on board, that anything ever really gets done. And so, you know, to really be mindful of caring about your consumer in your employees and your business partners, that something that really needs to be entrenched as a religion more so than the tactics. And so i say yes, okay, do you have ah, some specific advice. I mean, how can leaders let’s start with just the hiring process? Mean, because that’s where the new employee here comes culture, you know, they start to get in green argast yeah, i got something pretty unpopular. I think we need to think about it in a dictatorship, right? I mean, i will not allow anybody to waver from what i want to accomplish. They need to be on board, right? And so the hiring process is a crapshoot, right? I mean, i have great people, intuition, and i’ve been wrong a bunch of times, so it’s a crap shoot? What is not a crapshoot, though, is it? What you, what you preach and what you execute against them that’s something i think people should really take seriously. You recommend treating employees like customers that’s something i haven’t heard before? Yep, i’m sorry. Treating employees like like customers. Well, you know, it’s fine, i will tell you that i treat my employees better than i treat my customers. How do you do that? Well, you just care about them, like, for example, like follow them all on twitter and if they’re having a bad day because they’ll tweet when they get home, i’ll send them an email and say what’s on your mind, you know, things like that, and i think for non-profits it could be treating your employees the way you would treat your donors or maybe or better than you treat your donor’s better because you have a healthy you know, employee you’re far more likely to help you get more donors, right? And let’s talk about the long term payoff to all this? Well, i mean, i think so go ahead. I’m sorry, no for you, the long term payoff in terms of, you know, not losing, not losing employees and not having to retrain i mean, continuity breeds success, right? So, you know, i’m a big, you know, i’m a big football fan, and i can tell you that if you can keep your offensive line intact for three or four years, you can run the ball, you know? So, you know, i think that i’m a big fan of continuity. I mean, i think that the best people are going to be around for a while and we’ll have a lot of i p in their brain that can’t be translated and so coming humongous fan on the payoff being the fact that you could scale and become a bigger business, forget or, you know, in your world created a scenario where you can have bigger donors, i could tell you, the people that i get most of my dollars too and non-profit space are people that have built relationships with me end or had a relationship with me prior, so don’t think making people you think about yeah, we’re losing you a little bit. Gary i’m sorry. Okay? That’s better. We were losing you a little bit trail about him. But i understand you. You let’s be a little a little personal. One of your significant goals in life is to own the new york jets. Yes. That’s pretty that’s. Pretty audacious, right? Yes, it is. But i think if you just no means it has a lot to do with the fact that i love the journey more than that where i am, i am so buy-in i think that by having a huge goal, it allows me to continue to hustle and try on your challenge. And all those things are gonna get on a flight to place all the you know, i love the journey, my friend. That means everything. And by having that thing of a goal, i think i’m gonna be on a journey for a long time. What about other ways that employers can help their employees mean in terms of just, you know, trusting them and maybe sharing networks? Because i’d like to get into the details so that people leave with some ideas that they really thinking, yeah, i would say i would say that the most tangible thing and it’s not that complicated is actually a community, right? You want to leave something with for employers, for people that are running ngos or things of that nature, i highly recommend you talk to your employees a hell of a lot more communication is what breach opportunity meaning you don’t think i know that better figure out what makes him tick, you understand what they’re about, and then you can put them in a better position to succeed and create the end result that you’re looking for. So if it’s, elektronik, lee and following them on facebook and twitter and things that they get insight into who they are, fine, is that scheduling a fifteen minute clock copy once a week? Great, you know, it needs to be something of that nature opportunities teo to share and recognize achievements and maybe even also talk about problems. But more than obviously, more than once a year at the annual performance, right, one hundred percent communication of the game think about the people that you’re closest to in the world are the people that i’ve spoken to the most senior okay? And to be that that’s, a very definitive statement of how you should be thinking about the organization you’re running, the more time you spend with the people that are actually trying to help you scale this this organization, the more likely you’ll get insight to the problems, and then you got a cricket action around them. And so those are the things i mean, i spent an ungodly amount of time two, three hours a day speaking to employees at century level all the way up to management, and i think that, you know, looking up tens of a promise, you know, in a charity that i sent in the board of adam is very involved with his people, and he gets a lot of insight. Teo what’s wrong and where there’s opportunity because people, the trenches are often the people that see what’s really happening. You want to give a shout out to the charity that you’re on the board of? Sure, it’s called pop that pencils of promise that we will be built schools in third world countries that because we believe that education is the way out for a lot of people, at least the opportunities, education and i’m very, very passionate about the work they’re doing. In my consulting, i’m devising something with clients called love moments and it’s ah it’s a celebration of small donors. People give small amounts not because they don’t care, but because they’re giving as much as they can. And why do they love the organization so much that they can always find something ten or twenty five dollars? And how does the organization show it’s love back? Do you think? Do you think comey? I mean, is there? Is there space in the corporate world for for something like love moments when we talk about love in corporate, i think that’s kind of vain immediate does a little bit if you go look at the twitter accounts that we handle for our clients, you’ll see a lot of it engagement just little at replies saying thank you for trying our food or our beverage for our service and so i would say that’s that, you know, just, you know, just a little effort so to acknowledge somebody that’s doing something for you, there’s just an incredible human straight that i think every organ is she needs to evolve. Into do you think we could talk about love in corporations? I do absolutely do. I think that i think it’s a great word in the world that should be spent more time thinking about the corporations and then charity. Okay, so some people think that’s ah that’s over the top and that’s that’s reserved for i think you know me well enough to know that’s far from over the top gourmet. Okay, well, i want people to know i want more people to know, just just knowing i want our nine thousand dollar listeners to know also, i get it right? I mean, you’re absolutely right. I think that it’s a word that is just not nowhere close to use them up. And i mean, at least my point of view, i don’t think it’s ah, i don’t think it’s, uh, i don’t think it’s over using that i don’t think it’s over the top, you know, they’re really i mean, what were saying? I mean, it’s really this sort of subsumed in love to me, we’re talking about caring concern, you know, trust, honesty. I think these things are all embodied in the word love and really you you make the point that there’s there should be little difference between you’re online relationships and how you conduct your your offline real time relationships. Yeah, i mean, i don’t really difference, right? I mean, obviously, you know, you know, it’s it’s, public domain, there may be things you will say or do that you would want to keep private, but you can do that through private messaging and things of that nature. I don’t think that you should be training a different persona for acting differently, definitely not one remind listeners that gary vaynerchuk is the new york times best selling author, and we’re talking about his book, the thank you economy before we before we talk a little about your next book, what would you like to leave people with in terms of this this love, the love we’re talking about? You know, i think, is there any more powerful, you know, trait in in the world? And i think no, and so if you’re able to inject love into your day to day organisations, whether non-profit for-profit i think that that is a very wise and smart thing and so loving your customer’s eyes incredibly important or your donors, but loving your employees and the operators that you work with, i think, is even more important. I want to send some live listener love beijing, china, guangzhou, china and hong kong and taiwan. Ni hao, let’s talk about jab, jab, jab right hook, this is your next book. When can we expect that that comes out of number twenty thirteen very focused on on telling people how where do how to think about putting out contest to the to the world? How do you put out the tweets and the facebook status updates? And and how do you put them out and allow people to see those stories or hear those stories? How do you have more people to see your tweets? How do you kind of go through that system of jab, jab, jab, which i would also wait to give, give, give and then ask so that’s kind of what it’s all about? How excellent thank you for that translation teo charities that school and i should take a moment to remind our live listeners that we are live tweeting the show social media manager regina walton is here in the studio and if you follow the hashtag non-profit radio you can you can keep up with reggina’s live tweeting ask ask, ask, give was that? Is that what you had suggested? No, give, give thank you alright, i’m a great listener you can tell i’m not from paying such a vast sum enormous attention now. Yeah, give, give, give, ask let’s say more about that. You know, we’re talking about treating your donors and your employees equally. Well, actually, you say even employees better than donors, but the donors are the life blood. What do you see? Cem cem shortcomings that that charity’s could do better? We’re one, i’ll just go back to your statement. I still believe that the employees, they’re the life blood right there, the gateway to the donors. Okay, scale number two i just think a lot of you know, you look at, you know, think about how twenty you may be promoting this show or how i sell wine. Are we putting out enough tweets? Enough facebook status updates that have nothing to do with our promotion? Like listen in order for me paid by this line? Are we putting out enough stuff? That’s just informational or brings value? Or makes him smile or make something? Are we putting out enough content that isn’t just asking for something for them to do for us and that’s what i see ninety nine percent of ngos non-profits struggle with it’s just incredible to me that they’re not mixing up the stories along with the donate here for every tween will give a dollar, those kind of things there are on dh this is not limited to non-profits but there are tweets that i see that are just they’re just like one hundred forty character billboards that’s right over and over and over again and that’s a real problem. Yeah, i mean, yeah, going back to what we’re saying is, there’s, just there’s, not the relationship building. And what about twitter dot com flor search where you’re listening to people, you’re searching key terms and you’re engaging with them around the things they want to talk about, not surely thinks you want to push out yes listening there’s a skill which i didn’t i didn’t demonstrate very well five minutes ago, but i might have said it wrong. No, no, you didn’t no, you didn’t, but thank you. No, you didn’t yet listening way we listen to people when we speak to them over lunch or on the phone. Why? Why are we you know, we’re just not doing enough listening online, i think we’re just thinking of twitter and facebook and distribution instead of a place that natively store in town, right, and have relationships, and so we think of it as more of an email thing unless of a human thing, and i just have always continue to think of it in the reverse, okay, let’s, switch a little bit. Tio facebook the same kind of shortcomings i imagine you seem it’s, just facebook, you know they’ll be on organization page, but it’s just posting about what the next event is and when the deadline is forgiving to that event versus i don’t know, i mean, like storytelling if you go to mila crackers, the pages we worked with, my team has been doing a great job there storytelling, and then, you know, that’s, the kind of stuff i think about, you know, you look at my page, you know, facebook dot com slash gary, i’m trying to put out videos and quotes and answer people’s comments on the wall. I’m not just trying to put out by my new book or by any wine, right? In fact, just this morning you tweeted that you had you had five minutes in a cab. How can i help you? I believe in that stuff i feel like i have to give to you first people i can ask and so if i can pay forward first, i’m in more comfortable situation. I feel like i’m more entitled to an opportunity to ask you to buy a book or a bottle of wine and that’s kind of what i sometimes thinking about yes, give, give, give basque, you’re you’re, you’re very much a sports guy or you are only football, no football! I love sports, hockey, basketball, boxing, baseball on the sports guy, okay, i have to confess i’m not much of a sports guy, i always you said the yew when you mentioned the jets, i thought they had just played the knicks, but in hockey, but i was but standing set me straight on studio, so i didn’t. I didn’t embarrass myself on dh suggest that wei have just a couple minutes left. Gary what share what you love about? The work you do, the legacy, you know, in a very honest way, the vanity of the legacy is very attractive to me, the fact that my great grand kids to be able to see everything about me and what i did and how i did it, i take a lot of pride flash sense of responsibility to the fact that i’ll probably be the patriarch of my family because everything i’m doing is being documented much more than anything anybody in my family did prior which in one hundred two hundred years is probably going to create a scenario on that guy, right? So i, uh i have an enormous sum. I have enormous star happiness in the legacy slash responsibility that i’ve been given. And so that’s what i think about gary vaynerchuk, best selling author look for jab, jab, jab right hook in november. You can follow him on twitter he’s at gary v e gary, thanks so much for being a guest. Thank you. Pleasure. Right now. We go away for a couple minutes and when we come back it’s tony’s take two and then maria simple maria’s, mixed bag. Stay with us. You couldn’t even. Think dick tooting getting ding, ding, ding ding! You’re listening to the talking alternative network. Get him. Nothing. Good. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re going invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Duitz schnoll kayman if you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. More live listener loved going to spoke in washington and waterford, ireland love that you’re listening. Tony’s take two. If your tax year ended on december thirty first last year, then your irs form nine ninety was due two days ago wednesday, the fifteenth of may ah, no need thio panic about that. If you weren’t aware of that deadline because ninety day extensions are automatic, andi even ninety day extensions beyond the first one are not hard to get there, not exactly there, not automatic, but they’re pretty easy to come by so you can find on my blogged a link to the form where you get the ninety day extension. And, of course, in the post, there’s also links to the nine, ninety and also a link to who files because there’s different nine nineties there’s the nine ninety the nine ninety easy, the nine. Ninety n which is a postcard, of course, and stands for postcard. We recognise that and there’s so there’s a link to which which form do i file? Also on my block? And that is at tony martignetti dot com. And that is tony’s. Take two for friday, seventeenth of may twentieth show of the year. Happy eightieth birthday, dad today’s his birthday maria simple she’s the prospect. Find her she’s a trainer and speaker on prospect research her website is the prospect finder dot com and her book is panning for gold. Find your best donor prospects now exclamation mark she’s, our doi and of dirt cheap and free. You can follow her on twitter at maria simple welcome back, maria hyre tony, how are you today? I’m doing terrific. Lee, how are you? I would just find the sun is shining it’s all good here the sun shines in new jersey what does common misconception? Okay, well, it’s shining for you in new york. It’s shining for me in new jersey. There you go. Well, i wouldn’t exactly equate the two. I’m not sure it’s fair put them in the same sentence. But i don’t know. Okay this week, let’s say you have a couple of things for us this month. You are. I’m doubling you. Not only doing one of their cheapened free but prospect finder with unconference reminder. There you go, that’s. A good one. Yeah. So, you know, a little wild back. Didn’t we talk about the association? Of professional researchers and their upcoming conference apra yes, we did a couple months ago, so just a quick reminder, that’s coming up in august, if anybody is still planning to register to attend it’s going to be in baltimore and seventh through the tents are the dates, and if anybody is interested in registering for it, their website is apra home. So it’s a pr a home dot org’s and you’ll be able to go to that site and get yourself all registered for that conference. All right, on dh um, since you you’re saying that is just reminding me that we are live tweeting and i have tio give a shout out to mark morgan because he live tweeted that he’s listening on mark for doing that, i’m going to send you a social media road map it’s, courtesy of another of our regular contributors, amy sample ward it’s little booklet of social media ideas called the social media road map. So, mark, if you ah d m e your mailing address, we will get that in the mail to you and thank you very much for the shout out on twitter, mark um, that was not a very subtle transition, but it was transition nonetheless, two google alerts you have some news for us maria about google alerts? Well, i d’oh, you know, a couple of months back, maybe back-up maybe a month or two ago, some people on my prospect researchers discussion forum that’s on prospect dale through actually access it through the apra website. They were talking about how google alerts started to become ineffective, and i’d noticed my own google alerts had started to diminish. I was just getting less of them, and i couldn’t quite figure out why. And so it kind of went in and did a little investigating and found out that there’s a way tio edit the alert so that you would have google returned to all results as opposed to only the best results, so i’m not sure it’s something just got reset across the board for everybody to on ly the best results, which is why the results were so diminished in the number of results that we’re getting pushed to may anyway, once i went in there and manually reset everything to tell google, i want to see all the results, then suddenly i started getting the normal flow of, um, alert that had been getting i mean, it was on normal phrases like that i follow, like prospect research or high net worth, and you would expect that to have a pretty high volume of google mentions in any given day, and suddenly it had just dropped off dramatically. All right, i don’t like this that there they decide what’s best for you very, very paternalistic. I don’t like that. Well, yeah, and i can’t quite figure out what happened, but i thought it was just a day. And then when other prospect researchers started discussing and i thought, well, there must be something to this, so i kind of went into google and check things out. So if anybody’s never used alerts before, they’re very useful way well, dot com we’ve talked about that. Yeah, we’ve talked about them before. Yeah, give give the earl again for google lorts google dot com forward slash alerts. Okay, consented up on any phrase that you want any name of individual? Just make sure you have quotation marks around that little phrase. Otherwise it’s going to look for the words separately on google and yeah, you are going to get an overwhelming list of heads in that in that respect. So yeah, like i said, once i read that that all of a sudden i got back to my normal flow. Where do we go to reset? So that so we’re getting all the choices? Not just best. If you already have alert set up that you’re monitoring, you can go to edit your particular alert. You manage your alerts and edit them. And then you’re able teo there’s, a column called volume. And you you’re you’re able to decide whether you want that volume to to deliver you only the best or all of results. And i guess you do that individually for each separate alert freak killer. Exactly. Okay, so that’s under manage alerts? Yeah, you would manage your credit manager edit alerts. Okay, manager, i think it’s called manage, because down at the bottom of every alert that i get there’s a link for manager, alert something at that. Okay. That’s, right? Yeah. You could do it right from your e mail as well. But if you’re logging into google todo what? You go to google dot com alerts and then you logged into your google account and then go ahead and just edit how often you wanted to come to you and also the volume that you’re looking to receive. All right, thank you for that good catch and another very good catch this free merrill lynch report called millennials and money. It was it was done for wealth investors, money managers, but you see some you see some value for non-profits i do, you know, i’m always interested in seeing what you know may be generations of people are doing or pockets of people, sometimes they come out with reports on, say, women and money or women in philanthropy and things like that. So when this report came out, i thought, well, what? You know what? Could we as prospect researchers or as executive directors or development directors who are, you know, also having to where prospect researchers hat what would we take away from such a report? That’s really geared toward the wealth managers, as you mentioned, and so that there was something pretty interesting buried in that report, and it talked about, um, that sixty percent of the youngest of the youngest age listed social responsibility is one of the most important factors by which they selected investments far more than their older counterparts, so they’re looking at things like impact philanthropy and venture philanthropy and wanting to be more engaged. That was the big takeaway that i got, not only from that report, but from some other research i had done on just looking at how millennials treat charity in general and how they interact with non-profits or or expect non-profits to want to interact with them. So between that, like i said between that report and then looking at another report that i was able to find entitled millennial donors, i thought that between the two that there were quite a number of good takeaways that non-profits specifically now the types of non-profits said that your listeners are they could really take a lot away from these two reports, and i’d be glad to share the links on the the pages. Well, your lincoln group, absolutely. I was going to ask you to do that. Thank you very much on and of course, we know from about five six shows ago or so when phyllis weiss haserot was a guest, we we would define millennials to be up to. About thirty three falik teens to about thirty three years old, that’s the way that’s, the way she categorized millennials. Some of these some of these conclusions are really at odds with our stereotypes of millennials, absolutely right. So one of the things that i found interesting, especially when i cross referenced against that millennial donors report, was how they want to stay engaged first of all, engagement for them and staying connected is extremely important, as you can imagine, right? So this age group practically grew up with a mouse and a computer or a laptop or an ipad in their hands, so the younger ones now and so they’re expecting to have a certain level of engagement and email, believe it or not seem to be the most popular means for staying engaged and forgiving as well to a non-profit so i thought that was interesting, because i would have thought facebook might have been number one, okay, excellent engagement advice. Yeah, this is just not, you know, not what we expect from the stereotype, which is people that they’re that they’re they feel entitled and looking for instant gratification. I mean, you said impact investing is very important to them that’s, right? They want to know that what what they’re doing, they want to see that that impact so they don’t want to just give to a non-profit and then never expect to hear from the non-profit again, in terms of what the impact was of their donation. So they do want to be able to see through emails, you know, what has been done with maybe a certain fund-raising campaign or they’re looking for may be pictures. I mean, this this is a generation that loves pictures, loves video, i’m sure you’ve talked about it a lot with amy sample ward in terms of engagement that pictures and video can can capture on this generation loves it something else that was in the merrill lynch report that millennials take nothing at face value. Yes, exactly. So what does that mean for your non-profit make sure that you’ve got a great website, that they can navigate easily, and i would say that they could navigate easily on mobile device. But most importantly, one of the things that you want to make sure about is that even if you’re not planning to use, say, google plus that you at least make sure your your non-profit has a a space on google plus, so that when they are looking to find your organization, you’re going to come up higher. Ranked on the search results of google, they are googling everything. Yes, and also coming out of not taking things at face value, i think showing your impact, proving that your work succeeds rather than just saying it succeeds. That’s, right, showing it exceeds yep, showing it succeeds and, you know things like guide star. Make sure your guide star report is up to date. Right? So you have an impact where you can actually influence you can help change the data. If you see some incorrect data about your organization on your guide star report, go ahead and fill out the form to have that data changed. And if you’ve got a great rating on charity navigator, make sure that that’s also displayed somewhere in your web sight oppcoll because they are looking. Teo, do their homework. This is you know this. I said, this is a generation that grew up with this, these tools available to them. And so they have no qualms about going and checking you. Out before they’re goingto plunked down any money to give to you, we’re gonna take a break for a couple of minutes. Maria on da hope everybody stays with us. We’ll continue this conversation about thie merrill lynch report. Millennials and money stay with us. You’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping countries. People be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna welcome back. Got lots of live listener love shanghai and he bei china, ni hao, mamaroneck, new york, welcome, washington, d, c, brooklyn, new york and there’s, someone in the u s who is masked. You’re just you’re showing up in the center of the the country, but we don’t know what city you are in, so if you’re masking yourself, you also have live listener love maria. Um, let’s. See, they something else in this report is that they want to be engaged, not only engaged millennials, but they want to be in the driver’s seat. They we want to be in. Hello there. Yes, i’m i’m, i’m there. Are you here? Sorry about that. What they want to do is also have face-to-face contact with people from the organization or from somebody who represents the organization. You know, other volunteers, other friends who are engaged with the organization. And they respond verywell teo face-to-face engagement, right? And but i was yes. And in that engagement, they want to be in control in the driver’s seat is the way the report puts it. Yes, yes, they do. They definitely want to have a say in what’s. Going on with the organization they want they want to be heard is really what it comes down to and, you know, providing connections to others. You know, in authority. They also are interested in finding how your network, right? Us non-profit can help them expand and deep in their own network. Yeah, they’re like sharing of connections, right? They do. They like sharing of connections. So i thought that was very interesting as well. So, you know, maybe there’s some way to engage them through some focus groups or some very targeted networking events that your organization might be ableto hold because they really are into, you know, showing up at places where they think that they’re they’re going to be able to get some benefit value out of the engagement as well. And it could also could also be just personal introductions. You no way we have another donor or another volunteer who i think it would be helpful for you to know and here’s an introduction. Yeah, it could be as easy as that. And then, you know, if you were the conduit of us, the non-profit executive where the conduit of of that introduction and great there are, you know, they’re going to forever remember that especially the blossom is something wonderful for them that’s, right? You become sort of a sphere of influence, the centre of influence in terms of their wanting to be in the driver’s seat, the way the way the report says it to me, that means that there that that non-profits need to be open to might be conditions on a gift. Or, you know, some some say in how a gift is used or how their time is used if they’re volunteering. Yes, i think you’re absolutely right about that. And, you know, i think that non-profit executives do you need to be sensitive to this? And, you know, these millennials they are, they’re just busy is the rest of us right on? And sometimes in some cases, maybe even more, especially if they’re out there trying to do some job hunting and so forth. So, you know, you’ve got to be able to provide that quid pro quo for them, and i think they’re going to be looking for that and looking for how their gift is going to be used and started and, you know, demonstrate to them that, you know, they’re in there a bit of a show me kind of ah, ah generation they want things proven to them, what else? What else is in this report that you like for? Non-profits well, you know, going beyond even this report is the other one that i referenced, but i don’t think i got to give you ah copy of that one in advance is called millennial donors, a study of millennial giving, an engagement habits, and one of the other things that i thought was interesting in this particular report is they want a knopper tune iti as we were just talking before about connecting, but here they’re talking about connecting with leadership and having a voice in the organization’s direction, and they’re saying that, you know, on ly little more than half of survey respondents said they had access to members of the board or the executive leadership of the organization they support. So i think that we have non-profits could probably do a better job in providing access to the hyre leadership of the organizations and so face-to-face would be great through email would be great. Maybe some video messaging embedded in e mails would be wonderful if that could happen and face-to-face obviously would be would be best if you could put people into a room again. That’s that’s the connections, i mean, they want to be connected to the organization, including up to the highest levels. Yeah, yeah, and they they’re they’re really they’d like to have that. They don’t really think that their voice is that they’re being taken seriously enough, right? That their voice is being heard and they definitely wanted to be heard. Um and, you know, i see with, you know, i have my children, ages eighteen and twenty right now, and i just see that the way they engaged with organizations and once they commit dahna they’ll do just about anything to help raise money for that organization, whether it’s in an online faction getting everybody to participate in a five k walk and raising thousands of dollars that way so don’t overlook even those eighteen and twenty year olds out. Their problem is your kids don’t wanna have anything to do with you, right? Well, actually, sometimes we participate together. My eighteen year old and i participated in the five k walk together for a new organization. She was raising money for that’s, the only way you can get if she was able to garner a certain amount of support for it online through facebook, right? But then got people to actually show up and participate at a five k walk at seven thirty on a saturday morning, i might add, so you have to go on a five day walk with your daughter that’s formal in order to get her to get face time where there is that? Is that what we’re saying? You’re here, you know that might be an opportunity for parents to get some face time, you know, if you can get them to get up at seven. Thirty and committed to peace, a place that early on a saturday warning sure, we have just a couple of minutes. There was also, ah, sense of entrepreneurship among millennials, which which suggested to me that there willing to take some risks? Yes, absolutely. They are willing to take some risks. And in this particular report that merrill lynch did, they were talking about how how khun advisors not only show them how to they’re not only an interested in talking to financial advisers about those plain vanilla, you know, stocks, bonds and that sort of thing, but they want to know, you know what access do you have to helping me get my business off the ground? Right? So certainly they have this mentality of entrepreneurism they are more than willing to take that and take anything they learn and say even the business schooling that they’ve had so forth, and take those notions and transfer those skills to the nonprofit sector. And, you know, i think you see that more and more with some social enterprises that are showing up in other ways that non-profits air engaging with people to bring funds in for an organization yeah, the millennial may be more interested in taking a risk if you have an idea that’s, that’s compelling and you and strong evidence that it may very well succeed, it might be the millennial who’s willing to take the risk with you. Maria, we have to leave it there. Maria simple is the prospect finder, a trainer and speaker on prospect research. Her sight is the prospect finder dot com and on twitter she’s at marie, a simple thank you so much, maria. Thank you so much, tony. A pleasure, as always next week, melanie mathos and chad norman their book is one hundred one social media tactics for non-profits and i feel like focusing on their twitter tactics, so i think we’re going to talk a good amount about twitter will talk twitter with tony plus two on dh then tha tha after that and that’s as far as i can go. Amy sample ward returns she’s, our social media contributor and membership director of non-profit technology network and ten next week we’re going to be all about the social networks. Check us out on the social networks, you know, the whole litany. I’m not goingto not gonna go through. It lynx air on my blogged at tony martignetti dot com insert sponsor message here, over nine thousand leaders, fundraisers and board members of small and midsize charities. Listen each week, talkto, contact me on my blogged if you’d like to talk about sponsoring the show. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer, and janice taylor, assistant producer, shows social media is by regina walton of organic social media in the studio today. Thank you for that regina and for the live tweeting, the remote producer of tony martignetti non-profit radio is john federico of the new rules. I hope you’ll be with me next week, friday one to two p, m eastern. Talking, alternative broadcasting talking alternative dot com. I didn’t think that shooting. Good ending. You’re listening to the talking, alternate network, waiting to get into anything. Dahna cubine hi, i’m donna and i’m done were certified mediators, and i am a family and couples licensed therapists and author of please don’t buy me ice cream are show new beginnings is about helping you and your family recover financially and emotionally and start the beginning of your life. We’ll answer your questions on divorce, family court, co parenting, personal development, new relationships, blending families and more dahna and i will bring you to a place of empowerment and belief that even though marriages may end, families are forever join us every monday, starting september tenth at ten a m on talking alternative dot com are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way look forward to serving you! You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Oh, this is tony martignetti athlete named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting are you fed up with talking points? Rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me, larry shop a neo-sage tuesday nights nine to eleven easter for the isaac tower radio in the ivory tower will discuss what’s important to you society politics, business it’s provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com every tower is a great place to visit for both entertainment and education. Listening tuesday nights nine to eleven. It will make you smarter. Talking.

A picture of IRS form 990

Calendar Year Tax Year? Your 990 Is Due

A picture of IRS form 990
IRS Form 990
If your charity’s tax year is the calendar year, your IRS form 990 is due by May 15.

Not sure if you have to file? Here’s help.

The form 990 filing deadline is four-and-a-half months after the close of your fiscal year. If your fiscal year ended on December 31, 2012, then your 990 is due by May 15th. The IRS expresses the deadline as “the 15th day of the fifth month” after close of your fiscal year.

Years ago, someone in a seminar was quite vociferous about how I was wrong to say four-and-a-half months. I couldn’t dissuade him. He wasn’t quibbling over “half a month” leading to the 14th of May.

He didn’t see the equivalence. I was polite.

Ninety-day extensions are granted automatically using form 8868. Typically charities need the extension because their previous year’s audit isn’t finished. Additional 90-day stretches aren’t hard to come by, but are not automatic. Use the same form, part II.

I’ve seen plenty of 990’s delayed for more than a year. That plays havoc, by the way, with charity registration deadlines in the states where you solicit donations. I know that work intimately. I wrote a book about it. I also published a paper.

Not sure which form to file (990, 990-EZ, 990-N postcard)? Here’s help.

Important fine print: I am not your attorney or your accountant. Seek the advice of your professional advisors in all matters of IRS compliance.

Nonprofit Radio for May 10, 2013: The Money Is Out There & The Pallotta Pall?

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

Tony’s Guests:

Photo of Ann Kayman
Ann Kayman

Ann Kayman: The Money Is Out There

Ann Kayman, founder and CEO of New York Grant Company, is a treasure of valuable information about grants, discounts, rebates and other money incentives throughout the country that get triggered when you renew a lease; move; expand; renovate; create jobs; or invest in energy savings. She explains what’s out there and how to find it.

 

 

picture of Gene Takagi
Gene Takagi

Gene Takagi: The Pallotta Pall?

Have you seen Dan Pallotta’s viral video from TED? It’s called “The way we think about charity is dead wrong.”

Our legal contributor, Gene Takagi, principal of the Nonprofit & Exempt Organizations law group (NEO), shares his perspective on how we got here and what would need to change–and should it?–to achieve Pallotta’s vision of a more free-market charity sector.

This segment with Gene has a survey. Please take a moment to answer three quick questions. You’ll find it below. Thank you! If you could also share it with other nonprofit professionals, I would appreciate it.

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

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


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.

When and where: Talking Alternative Radio, Fridays, 1-2PM Eastern

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Here is a link to the audio: 141: The Money Is Out There & The Pallotta Pall. You can also subscribe on iTunes to get the podcast automatically.

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Durney no hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host it’s, so good to be back in the studio. I’ve been away with two pre recorded shows in a week, so good to be back here, it’s may tenth, twenty thirteen oh, i hope you’re with me last week, i’d suffer pseudo member nous kel itis if i came to learn that you had missed small non-profits raise more money consultant and author amy eisenstein returned last week. She’s, the principal of tripoint fund-raising and it took her two years to write her new book, raising more with less. We learned that that time was well spent still two years i don’t know this week the money is out there and kayman founder and ceo of new york grant money is a treasure of valuable information about grants, discounts, rebates and other money incentives throughout the country that get triggered when you re new release, move, expand, renovate, we’ll talk about other georgia triggers as well, investing energy savings, she explains what’s out there and how to find it also the ppa latto paul, have you seen? Dan pallotti’s viral video from ted it’s called the way we think about charity is dead wrong our legal contributor jean takagi principle of the non-profit and exempt organizations law group neo-sage san francisco shares his perspective on how we got here and what would need to change and should it to achieve pallotti’s vision of amore free market charity sector between the guests on tony’s take two, i’m doing stand up comedy tonight in new york city, and maybe if you’re listening live and local, maybe you could make it my pleasure. Now, to welcome to the studio and kayman founder and ceo of new york chadband company, they worked to obtain economic grants and incentives for clients in the new york metro area and nationally. Previously, she served in the new york city mayoral administrations of rudolph giuliani and michael bloomberg as head of business development for the new york city economic development corporation. She’s, a former dancer, she was doing radio at twelve years old. It’s my pleasure to welcome to the show and kayman and welcome. Thank you, tony it’s a joy to be here a joy thank you. Most people just say it’s like pleasure refund, but joy that’s terrific. Why were you doing radio at twelve years old? What was that about? I guess i’m a born ham. I came from a family of hams. If that’s still a word that’s used today. Sure. It’s couples fashion. Okay, so you’re not kosher, but what were you doing? A radio it at twelve years old, i got invited to to write and produce and be star of home run write a show in grammar school. And it was just a random opportunity in alexandria, virginia, which is where i grew up. And ah, you know, i just gravitated toward that stuff because of my background and family and interest in all that stuff and things having to do with performing. What was your show about twelve years old? I’m sure it was incredibly insightful and thoughtful and you don’t remember. I don’t remember. Okay, all right, let’s talk about some grants and some other opportunity. I don’t want to limit it to grantspace talk about economic incentives. Cool for for our audience, small and midsize charities. Why are these things made available? The idea is that there needs to be some stimulus at all times. To incentivize organisations to grow and invest and hyre create jobs and really contribute to the economic well being of an area or state a country. And so programs have evolved and exist just everywhere everywhere on the planet, actually to help encourage activity that will contribute to the economy of any given jurisdiction. Okay, so we could be talking about city state this’s way also talking federal level opportunities incentives? Yes, most definitely every layer of government. Rnc va ble has something to offer on the economic menu, if you will, to encourage organizations could be for-profit not-for-profits combination, ah, to invest, to grow to hyre to do all the kinds of good things that really contribute to the economic base, the tax base and the you know, the economic opportunities for people, wherever they might be. On the charitable side are their incentives mohr for certain types of charitable work than other types of charitable work. Not really. I mean, where if you look at the landscape out there of who’s giving and who’s getting, you see activity in social services, obviously elder care charter schools, but also theater, dance, performing, arts, culture definitely as well as health. Services and other charitable and religious for example, institutions, you know, you name it, whatever is on the spectrum on the knot in the nonprofit world there some e-giving thank god going on because organizations depend for their lifeblood on e-giving not only by private donors, but also by public donors. Yeah, and i don’t think there’s great awareness that these programs are available at all different levels of government. Exactly that’s why i have a job. I mean, we started our firm eleven years ago with the idea to bridge that gap because there were a lot of things that are were on the economic menu by federal, state and local government. I mean, we’re here in new york city, but we’re not unique in terms of jurisdictions offering stuff, and there was very little in the way of know how about what was available, how to go get it, how to cut through the red tape, deal with the bureaucracy and really maximize somebody’s return while minimizing their hassle. So our team based here in manhattan is designed tio work through that we we navigate the mazes we say of these economic programs for all kinds of organizations. Large and small. And you have dahna a little acronym for for what triggers these incentives rhyme your r i m e acronym? Yeah. That’s a throwback from when i was studying to be a lawyer. And i used demonic says a tool to study for the bar exam. In a way i could get through the bar. That was what got through that got me through a swell. So i don’t remember. Do you remember any any cool acronyms? I remember ocean, which which are the elements of adverse possession. No adverse possession. Okay, open continuous something something. And no tort aureus was adverse. Possession is when you take over land, right? Yeah. For twenty years, you’ve. You’ve done all these things on a piece of land openly, notoriously continuously all that you can take it over, and you own it, they. But if the owner notices it at year nineteen and a half and it’s a twenty year statute you squandered. You squandered a lot of good time and money. Kind of. But you were trying to steal somebody’s land, so you deserve to be thwarted. Yeah. It’s. A very old legal concept. I i doubt it. I think it’s still used in some situations because you hear about squatters, artists squatting in buildings, loft buildings in manhattan years ago anyway, and that eventually took over ownership because the landlords were out of town. They didn’t care. They let the building’s rundown and artists got to take over whole buildings here night that’s, ocean. But we want about ryan, which you don’t spell, right, but that’s okay, are i am for when we when we trigger these things, what what’s what’s our starts off with our what does it stand for? So rhyme is our renewal lease. I invest in property or equipment or in training staff, for example, m is moving, ieave, relocating, moving from one place to another. He is expanding. Maybe i’m in this building, but i’m expanding next door those of the typical triggers for economic benefits because that means that the organization is moving in a direction which lends itself to contributing to the local economy means somebody’s growing somebody’s acting somebody’s, putting money at stake in the system. And therefore government’s interested in supporting that renewing the lease that that happens pretty pretty frequently. Andi again, i don’t think there’s awareness that just because you’re signing a new, maybe five or ten year lease, that there may be an incentive available for you, exactly, i mean, who knew on again that’s why i have a job, but and in most areas that’s where there are, say, designated zones where economic activity is being encouraged in the middle of manhattan? Not so much, you know, but in other areas you’re talking nationally, yeah, nationally in other areas where you’ve got designated zones, maybe formerly distressed areas, areas that are geared for revitalisation areas that are trying tio, you know, make a comeback, those of the kinds of situations where simply renewing the lease, in other words, re committing to your stake in that community. Khun trigger some kind of economic benefit for your organization. Excellent. Okay, um, we have just a minute or so before we take our first break for a couple seconds, so should you look around for possible incentives? Maybe before you’re renewing? I mean, when you know you’re lisa’s coming to a close because maybe not only if you stay, but maybe if you leased somewhere else, you’d be in the same community, you’d be a little better off. Sure, sure, i mean, the most intelligent organizations look att this was saying, there are listeners are no, they’re there, they’re there. They want to be more intelligent. By definition, they want to get more more intelligent, right? Sure, sure. So those organizations are well advised to look early and look often and consider what their options are before, you know, making a commitment, a contractual commitment, somewhere. We have to take a break for a couple seconds, and when we come back and came and i are going to keep talking about the money is out there. All these economic incentives for you stay with us. Talking alternative radio, twenty four hours a day. Are you confused about which died it’s, right for you? Are you tired of being tired? How about improving your energy strength and endurance? How i’m rika keck, holistic nutrition and wellness consultant? If you have answered yes to any of my questions, contact me now at n y integrated health dot com, or it’s. Six for six to eight, five, eight five eight eight initiate change and transform your life. Are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership, customer service sales, or maybe better writing, are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stopped by one of our public classes, or get your human resource is in touch with us. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s the answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent. I’ve got to send some live listener love. I love this one. Kamloops, british columbia welcome, kamloops, san antonio, texas, arlington, virginia live listener love going to you and lynette singleton is out there. She is live tweeting the show so if you want to follow the net if you want a live tweet along with her, use the hashtag non-profit radio. Hello, lynette live listen love also new york, new york i’m glad you’re with us beijing china chung ching, china chung shot china ni hao, amazing asia checking in and there’s more, much more to come and we’ve been we just went around the globe and from virginia teo chungking, china let’s talk about your ill a little rhyme i investing now a charity may not ah latto charities can’t necessarily buy real estate. Is that the investment? Is that what the eye is in for? Invest? You know, investment i used not in so much in the wall street sense, but in the sense of spending money, capital on plant equipment staff was raining stuff. What if? What if you’re renovating? That’s? Good to accounts. Sure, you’re spending money in an improvement and of space and ah, that contributes to the economy too. Okay, m is moving was that about moving? So this is where jurisdictions get really competitive and it gets very interesting because suppose, you know, your organization has the opportunity to go really anywhere. You could go to china, you could go to california, you could go to arlington, virginia, shout out to my old neighbor in virginia, and so jurisdictions compete to attract those types of organizations when they’re deciding whether to move. Ah, because that could mean the transfer of jobs and investment and money into community from elsewhere. Your neighbour in arlington did they know when you when you were twelve years old on the elementary school radio? I don’t know, we should ask. Maybe they will remember the show if you remember the show use hashtag non-profit radio arlington, virginia if you can remember what an kayman sure with twelve years old and tell us where we’re watching the hashtag here in studio it was my peak. No, i don’t know that this is the peak e i don’t know if you’ve been on oprah or good morning. America. But this is your climax right here. There you go, it’s. All been leading to this moment. Okay. Thank you. Dahna. Expanding. Oh, no. Moving. Oh, no. We get recovered. Moving, expanding, expanding. You said a little about that’s. A little more expanding, particularly in this day and age. Anybody who’s. Adding to their workforce is like that’s the holy grail of economic development right now, because job creation is where government is particularly in wristed in stimulating activity. So i suppose i have ah, small theater company. But i have the opportunity to grow and add set designers and writers and producers. And what not now, that becomes interesting to government because those are represented jobs and therefore, you know, tax revenue. Also, you look at the sort of secondary effect of that kind of activity because those people in that place of work, wherever it is, are spending money. They are buying things. They are contributing sales, taxes and income taxes. And even if the organization itself is exempt from income tax because it’s a charity or educational or non-profit institution, the people who work for it are subject to income tax, and they pay sales tax. And also the organisation uses up energy, so those air costs, which can be mitigated through various incentive programs. And i find that that’s where also currently a lot of interesting opportunities air had in the nonprofit world. Because if you’re say renovating a theater and you have the opportunity to outfit the lights with led lights or something super efficient or make sure your cooling and heating systems are super efficient, then thie utility companies, in addition to government, have many programs available to mitigate those costs. You can actually get cash rebates against that type of spending. Energy efficiency, right? Yeah. I was going to another when i was going to ask you about. And actually something is coming to me. I want to help you with this rhyme. This eyes misspelled acronyms very, very needs. Problematic tim it’s. Pretty lame. That bothers me. Now, if you had r h, we obviously got spell r h y m e for rhyme heat could be heating air conditioning. And that could now that’s little too narrow. I know, but it could trigger the thinking about, uh, energy efficiency. All right, fair enough. Now we need a why? Like what? Do we not have covered training? You don’t really have training. You have it in investing could be investing in your workers. You could have like you train ad h for heat and why for you train you’d taken a little poetic license there, but it works for me. We’ll take that. Okay, i’ll feel better anyway, if we could just do it for the next few minutes, it’ll it’ll ease me. This’s rhyme is very upsetting to me or i am me, um, you mentioned investing in employees and i think there are special programs for hiring veterans. Yes, yes. Let’s. Talk a little about that. Yeah. That’s. Really? Ah, wonderful opportunity. And i wish those programs, you know, were more robust. Ah, in the federal government, there have been programs, too. Basically give tax credits, two employers who are hiring veterans and and the way they have categorized. This is according tio, how long the veteran has been out of work and whether the veteran has some sort of injury. The state of new york, fortunately, has recently passed legislation that says any hiring of veterans can be can qualify for for again tax credits at the state. Level the jobs and the credits really are about they have to be created in twenty, fourteen, twenty, fifteen so there’s a bit of a lag time between when these things can get claimed and also for non-profits those hiring credits not so valuable, right? Because a non-profit is typically exempt from income tax, hence there’s nothing to deduct claim the incentives are against a tax business income tax, right? Okay, in government world, you know that which is tax can be untaxed so often in the toolbox of economic incentives is our are things in the tax code you khun untaxed something, but in the nonprofit world, they’re they’re limited taxes, which an organization might pay. But that being said, there are still taxes that they pay sales and use taxes usually are exempt income taxes, but otherwise they could be paying real property taxes. If they’re in a building that is taxable on, they could be paying energy taxes as well. Ok, on your site, i saw a white paper that talked about for veterans again salary, salary reimbursement. If you hire a vet that does that sound like something that still i think it was a fairly recent white paper talked about salary reimbursement up to fifty percent. For i think six months. Yes, yes. So familiar. Yes, there is a special employer incentive. A subsidy along those lines. Yes. So that’s on the federal level. So that’s for everybody. Um, yeah, let’s, let’s have a difficult time. Your job search mean, they’re often misunderstood and they’re freaking people who think that that is going to freak out on them and, you know, go go ballistic or something. And, well, it says such unfortunate, such an unfortunate, perhaps stereotype and and so untrue. We hired a veteran, a twelve year army captain. Miz? Yes, ms brandi whitlock. She wrote the white paper that i’m referring exactly she’s she’s on the case. So her her research is current and it’s it’s very excellent. And from first hand experience, she can say that boy veterans are eminently employable. She used to deploy thousands and thousands of veterans too distant lands and has served her time for twelve years and elevating herself to captain, working from as a veterans from since high school. And now we’ve been so fortunate to have her on board for the last and she’s been with us now six months, and i’m telling you, this woman can move mountains. She has tremendous discipline and work-life iq, you know, for for non-profits that want to hire vets? I think it was that same white paper i saw there’s something called national resource directory. Okay, an rd dot gov and also recruit military dot com. Excellent. Yes. So if you want to take advantage of some of these economic incentives, is what we’re talking about around hiring vets, there’s, two sites teo that connect vets and that a job seeking with with employers totally. And and if it’s not in that white paper, we have access to it. People can email us for it e mail her to get ah paper she has written about why people should think about hiring veterans and some of the common misconceptions around that. All right, how do we start to research what is available for us locally? We don’t want to keep this to new york, and we haven’t done that. Do you have some resources that you can recommend for people? Tto find what may be available to them in their state, their community, for sure. And so at the risk of giving away some of my currency here, but i’ll do it because you’ve asked so nicely. Usually i don’t ask nicely. In fact, most guests don’t think i do, yeah, so some of my go to resource is thank god for the web, our national databases of grants and economic incentives really primarily directed from the government, the mother of all websites in the united states is called grants dot gov, and that has a comprehensive how to list of out how to register as a non-profit to access ah, government grants, but also the piela and all compendium of all grant opportunities available, whether it’s for health, education, culture, you name it if it exists from the federal government as a grant or economic incentive, it is in there the other thing that i find extremely useful and extremely current, and i’m so proud that the federal government department of energy is even put this together. It’s called desire use a dot or ge not desire your think enough it’s called it’s spelled d e s i r yusa dot or ge and say that one more time. So it again, please d as in david s as in sam i r e yusa dot or ge, and it is the fifty state compendium of all grants and benefits relating teo energy efficiency and renewable energy. So whether you’re a homeowner or you’re a non profit organization or you’re something else, all of the economic benefits currently available in the realm of energy are compiled here. It’s, incredibly current you could drill into every state of the union and every scenario that you could think of to pull up what is currently available. I find it to be enormously helpful, and i can i consulted all the time. I mean, another thing that i think is an overlooked, often overlooked resource. Isa siri’s of grants from the federal government. And they’re about at any given time around twelve agencies that participate in this it’s it’s about innovation in research and development. Grant money. It’s wonderful there. Phase one and phase two grants the program is called sb i are small business innovation research and its sister and companion program most relevant to non-profits is called s t t e r small technology transfer and research program. The federal government gives grants it’s too small organizations ah. Anywhere from one hundred thousand dollars in phase one, five hundred thousand dollars in phase two to help stimulate innovation and research in health technology. Any number energy, any number of areas that the federal government thinks needs attention and these grants are always available. They’re different offerings from time to time. So for example, this month they’re putting together ah, all the proposals that you khun submit in the field of energy and the environment, the epa and the d a we are and then the national health institutes have put up there grantcraft poses that you, khun submit grantwriting and in the stt r program, which is technology transfer, a small business can partner with a with an institution, a non-profit institution, to put thes to get thes grant proposals in i think, at the risk of being political, this is a this is an area where it pays to think about the good things that the federal government does for us in the in the in the in the midst of all the furloughs and the and the complaints about, you know, government being much too big and, you know, you talk about that that very valuable desire, database and all these grants i mean, so no government is not all bad. No, and i don’t think anybody would have been equipped or even interested in putting that together because, you know, what’s in it for them. But that’s, department of energy, you say exact on monday, so you and i all paid for it, so we should use it. And i’m telling you, it’s under wonderful engine thank you for sharing all those valuable resource is your butt didn’t give away the store? I don’t think you did, because these these things that can be complex to apply for sure, right? That’s, that’s the thing i mean, you know, you find the information on the internet, but you really need to do your due diligence your homework to figure out. Is that item actually valid? Is it in place? Is that information current? And then you get into the whole rabbit warren of applying for grantspace benefits, which means you really have to compile lots of information and put the pedal to the metal as they say it’s a lot. Now you have ah, you have a background in dance. And you mentioned your family was in the performance? Yes. And any spillover between that world and your work it ah, new york grand company. Well, as they say, right? All the world’s a stage. So yes, i well, here i am on the radio, performing once again. Well, i invited your not knowing you have ah, have a background, you’re you’re dancing through the grants world dance with grants that’s good. I like that that’s so that’s not actor that’s. An alliteration in which i happen. Teo, like very much deliberations. I haven’t actually gotten any dance grants of late. All right, we’ll work on getting you a dance company client for sure. We have to leave it there. And thank you very much. Thank you. And kayman is founder and ceo of new york grant company. You’ll find the met and why grants dot com and why grants dot com thank you very much again and pleasure. Thank you. Right now we take a break when we come back from that it’s tony’s take two and then here’s an alliteration the ppa latto paul with jean takagi. Stay with me e-giving thinking tooting getting ding, ding, ding ding you’re listening to the talking alternate network waiting to get me anything. You could are you suffering from campaigns? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Hi, i’m ostomel role, and i’m sloan wainwright, where the host of the new thursday morning show the music power hour. Eleven a m. We’re gonna have fun. Shine the light on all aspects of music and its limitless healing possibilities. We’re gonna invite artists to share their songs and play live will be listening and talking about great music from yesterday to today, so you’re invited to share in our musical conversation. Your ears will be delighted with the sound of music and our voices. Join austin and sloan live thursdays at eleven a. M on talking alternative dot com. You’re listening to the talking alternative network. Duitz schnoll kayman if you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr. Robert penna, author of the non-profit outcomes toolbox. Dahna durney welcome back. Time for tony’s. Take two and let me you start that with some live listener. Love fukuoka, japan and tokyo, japan. Konichiwa, tijuana, mexico. Hola, that’s. I’m sorry, it’s, about the best i can do from my eighth grade spanish. I apologize. Do you want a wel welcome? Seoul, korea? I know it. I know it. Anya haserot and italy hyre bon giorno, of course, but there’s one asada dahna satya. I am doing stand up comedy much better than what? You just heard that this evening. So if you happen to be in the new york city metro area and a couple of ur it’s nine. Thirty this evening at metropolitan room on west twenty second street. But for the vast majority of you, the vast, vast majority this’s not that meaningful because you’re listening after the show long after, you know, probably the following week or two. So i take this opportunity to let you know that there are my standup videos are on the youtube channel which israel tony martignetti and there’s some stories of unrequited love in seventh grade and being publicly thrown out of the seventh grade chorus seventh grade was traumatic for me, my struggle with the law school admission test there’s a couple of videos that are up there. It’s not old it’s not depressing. You will laugh. People have been laughing at me since seventh grade. That’s the channel israel tony martignetti on youtube and that is tony’s take two for friday, the tenth of may nineteenth show of the year. I’m very pleased to welcome back jean takagi he’s, principal of neo the non-profit and exempt organizations law group in san francisco, california. He edits the popular non-profit law blogged dot com and on twitter he’s at g tak gt a k welcome back, jean hyre county, thank you very much for having me. Oh, it’s, always a pleasure. Hyre we’re talking about this dan ppa latto video that was that was viral. I think the first one was at ted, a ted conference and then in ten, the non-profit technology network also had him at a conference, but the one i’ve seen is the is the ted version very provocative buy-in therefore controversial, which i admire. I like people who stirred things up a bit, um he’s challenging some basic assumptions and limitations that we have on the on our charitable sector. What what what’s going on there? Well, you know, i like the controversy generated by dana’s welchlin attracted some criticism, but i really love the public discussion on this it’s the youtube and the ted video generated, i think, close to two million views a month now on it can really change the public perception about overviewing what what dance message was or is his general message was maybe we shouldn’t vilify overhead costs and ratios is something negative in the charitable world, and i think that’s a very powerful and important message to get across now, they’re details in there that i may not agree with and you may not agree with us well, but i think that main message is a great talking point. I pulled listeners before the show, and one of the questions i asked is, what do you think of dan? Pull out his vision of amore free market charity sector and fifty percent said it’s brilliant and i embrace it, and forty percent said he raises some interesting points and then the others either didn’t care for it or didn’t see it, but ninety percent either love it or i agree with sounds like with where you are, you know, he raises some very valid points for for a provocative discussion. Yeah, and that doesn’t surprise surprise me at all, you know, i think, however, and talking is a lawyer when we look at some of the rules that are involved, what then maybe saying at lee duitz initially is we need to change public views rather than laws unnecessarily that that limit some of these things. Although he’s launched if you read his book, he’s launched a campaign that will protect the non-profit sector against laws that might limit things like how much you spend on fund-raising as well. So that’s, where we start to get into a little bit more of the controversial stuff and maybe things that don’t resonate as much as compensation, which i think resonates with a lot of people in the nonprofit sector that feel like, you know, if you’re a non-profit executive, you maybe feel like you’re taking a discounter, you’re under compensated for what you might be making in the for-profit world, gino, i have ah clip of his i don’t have a clip for all the five challenges that he issues. And we’re going to talk about them, but i do for a couple, and i have this clip for compensation here’s what he’s essentially saying and we think of this is our system of ethics, but what we don’t realize is that this system has a powerful side effect, which is it gives a really start mutually exclusive choice between doing very well for yourself and your family, or doing good for the world to the brightest minds coming out of our best universities. And since tens of thousands of people who could make a huge difference in the nonprofit sector, marching every year directly into the for-profit sector because they’re not willing to make that kind of lifelong economic sacrifice, we’re talking about limits on compensation, and you and i have talked about this before, but not obviously not in this in this context. What, what what? What are those limits that we’re talking about? Well, the compensation under federal tax laws and state laws may apply as well say that if you’re a charity and you’re going to compensate your executives, that compensation must be just unreasonable as to the corporations so you can’t pay excessively and what? Is excessive is sort of a matter of all the facts and circumstances, but generally we look at comparable than they are, they’re comparable charitable organizations typically, although you can use some other organizations as well toe look at comparable, but are are you within the range of comparables that other organizations they’re paying under similar situations for similarly qualified people with similar responsibilities? So that makes it what we’re really looking at, but that makes it hard than to compete and to go it forces everybody to be at roughly the same level you can’t create a huge incentive by by offering fifty percent more than the comparables yeah, and i think that’s why it resonates with so many people, but i would sort of make everybody aware we’re paying our college football coach is under this standard as well. So there’s quite a bit of room in there for a really, really high compensation that we’re talking about big organizations or institutions like like private universities, well, they confined like a smaller scale. We’re probably not that worried about, you know, compensating smaller organizations where they’re really excessively paying they’re executive directors because that’s very, very rare just under the circumstances, a smaller organization just doesn’t have thie economics t justify that that type of compensation, unless they’re being used inappropriately for, you know, founder to compensate himself or herself way really rarely see that that overcompensation problems, but okay, but that’s, because there’s a big uh there are big disincentives and penalties if there is over compensation, right? Well, i think that’s partially the case, i think the vast majority of charities want to do a good job and served there been intended beneficiaries, so they’re not looking to overcompensate their executives unless executives are providing that return benefit that’s going to be felt by their intended beneficiaries. I don’t think we really get to a problem of excessive compensation, and less boards are using the organizations to pay off often insider and the charity is really running for private interests rather than public interests, and i think there needs to be laws against that, right? But that’s what? You and your finding that that’s quite rare. Well, yeah, i find it quite quite rare when charities are on the up and up about this. There are cases, though, and they aren’t as rare where charities are. Being misused for for the purposes of their insider. Okay, i i pulled listeners on this compensation question. Do you believe charity ceos should be paid comparable to corporate ceos if the organizations and challenges are similar and half said yes, and only about fifteen percent said no, and then there was a bunch of some explanations, which are i’m not sure i have a chance to get to but half think think, yeah, i mean, if the job’s a comparable pay the people comparably well, i don’t exactly agree with that, but what do you think? What do you think, tony? I do agree. I think that a cz long as we can have justification for why the why? The why? The salary is appropriate. The person you know, here she brings enormous talent or connections or, you know, has has had a big track record of success. Then i think it’s okay to go outside the comparables in the community. Why? I think you know that part is what resonates with everybody in this sector and why everybody’s cheering dan, or at least fifty percent according to our poll or your pole but here’s, the problem is that for-profit they’re not really limited to the compensation they can pay, they’re executives on dh public companies are there’s a little bit of an exception in there with security flaws that are involved there, but for the most part, for-profit compay whatever they want, teo executives now non-profits were given the same standards and allowed to go up to that level, then there could be a lot more abuses of about individual charities, even though i think even still the vast majority of charities would not misuse that compensation tool, but with a few bad cases, the media jumped on it, and then public confidence in the sector dropped. Yeah, i was afraid that there’s not going to be just, you know, attraction of mohr individuals into the non-profit sector, which is great toe open up the talent pool because more people khun khun, vie for these jobs that are paying a higher salary, but i think you know, the negative influence on the sector and the public trust, maybe mohr of ah, a detriment to the sector than the individuals that were attracting let’s go to another area that he challenges us on advertising and marketing and his concern. Is that the public doesn’t like to see donations used for advertising, right? Yeah, and i think you probably recognize that somebody who’s been involved professionally and fund-raising as well, tony, that that that donors may not really appreciate high advertising costs, although the impact of those advertising costs maybe very powerful dan is experienced with his breast cancer, walks, a bicycle rides, but there are some some concerns there as well. I mean, the legal rules that might be involved in that we’re not allowed to use charities, uh, to promote the private interest except incidentally, in furtherance of our public interests or our mission. And if we spend so much money on advertising instead of programs, that might be an indication that we are operating the charity for the benefit of the commercial fund-raising organization. So if just to give you a ridiculous example, if ninety cents of every dollar you donate to a charity was spent to offset the advertising cost, do you think you to donate? You know, even though the church may have got ten cents that it wouldn’t have otherwise received, i don’t think the public is going to be happy about that, and even if there were no laws prohibiting something like that, i think there’s a problem there if it occurs year after year after year, with a ninety percent overhead like that, ok, well, but that’s an extreme example, ninety percent right? And the money that you do devote to advertising could be used to increase scale considerably. As as you know, as dan describes in his breast cancer walk charity yeah, and that’s where i, you know, absolutely agree that we can’t we can’t just take a look at overhead and even look at it on a one year, two year, a three year basis and judge of charity based on that, maybe a seventy percent overhead would be justified for a couple years if we’re building up to scale a massive campaign and educational effort, there would be the question about whether the cost is actually overhead or programmatic in terms of educating the public as well. So that’s, really a lot of variables involved, but i think you do need some laws again to make sure that, you know, i don’t know if you received these calls, tony, but there used to be some some abuses here where? People would phone your residents and say, you know where charity that’s affiliated with the policeman or the fireman, you know, please loan it to us. A lot of times, those were run by commercial fund-raising companies that were taking ninety percent of every dollar, and the charities were not really exercising any oversight over it because they were just getting ten cents of every dollar that they would never have seen anyway. Jean, we have to. We have to go away for a couple seconds. We’ll be right back. Keep talking about the the ppa latto paul with a question mark, this is a question. Stay with us. Cerini yeah, you’re listening to the talking alternative network. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Have you ever considered consulting a road map when you feel you need help getting to your destination when the normal path seems blocked? A little help can come in handy when choosing an alternate route. Your natal chart is a map of your potentials. It addresses relationships, finance, business, health and, above all, creativity. Current planetary cycles can either support or challenge your objectives. I’m montgomery taylor. If you would like to explore the help of a private astrological reading, please contact me at monte at monty taylor dot. Com let’s monte m o nt y at monty taylor dot com. Talking alternative radio twenty four hours a day. Dahna got lots more live listener love troy, new york. Portland, oregon. Havana, florida, san francisco, california, india welcome, india, you’re you’re location is masked. We know we know that you’re there, but we don’t know where your they’re welcome everyone. Guangzhou, china, shanghai, china ni hao on dh chou fu japan konnichi wa okay, gene, um, let’s, let’s, talk about the risk taking you and i are gonna have to continue this conversation. I can tell we’ll follow it up next month when you’re back, because it’s too rich topic teo, i think just covering just one segment, the next area really is is taking risks. What? What? What’s ah what’s dan pallotti is concerned there. Well, i i think dance concern is that non-profits are not taking any risks. We’re too stuck on the status quo, and that doesn’t allow us to scale the solve some of the big social problems, and we’re not getting anywhere by not taking those risks really important theme, i think that’s resonating throughout the sector i pulled listeners on this one is your charity or one you’re thinking of to risk averse in achieving its goals? In other words, would it have more? Positive outcomes in the long term if it took greater risks, fifty percent say yes and twenty five percent say no and then others had some comments. So fifty percent, of course we don’t know if it’s the same fifty percent of the time, but they seem to agree. But what is it in our by-laws gene that’s? Ah, putting a cap on risk taking well, there are a couple things. The first is the board’s duty of care, so they’re responsible for making sure that the use of the charitable assets are properly used to further the charitable mission of the organization and they have to use reasonable care of what would call and i’m scared of getting into jargon jail, but an ordinarily prudent person in like circumstances. What the hell is that? So it’s the average reasonable person who’s in charge of something like their own business? If they think it would be reasonable, expend their money in a certain way, then that’s permissible, right? But thea average person not not the adventurous, not the average adventurous person. Yeah, because you’re not using your own money, but you’re using charitable funds. We’ve got certain laws that prohibit you from being sort of wildly speculative, but there’s a really important, a sort of distinction to make first is you can’t breathe pretty speculative if the activity you’re investing in is completely in furtherance of your charitable purposes. But if we’re just talking about a revenue generating activity just like a fundraising event but not necessarily a new form of research for breast cancer, for example, but we’re talking about investing on a fundraising event. Now we’ve got a duty not to speculate and that that’s usually under state laws. So we’re supposed to not speculate wildly here, and they would be like investing just all of our reserve assets in one stock and sort of betting that apple is going to go through the roof instead of sort of pausing to think. Well, what if what happens if if apple stock doesn’t go through the well, let’s, focus on what you just said. You can speculate if it’s directly related to your mission. Yeah, you can speculate on a new program that that might do very well in advancing your mission or it might not. But that program is directly related to your mission. It’s not just the fund-raising program okay, yeah, all right, sure, but and then you, of course, you have the the board and, you know, we’re going back to boards tend to be conservative, and then you’ll have donors that, you know, we don’t we don’t talk a lot about failure in the charity sector and and if there isn’t a willing to fail, latto says, as you know, prohibiting failure is gonna kill innovation. I agree with that one hundred percent, yeah, of course, i mean that’s like an equation, yeah, but you’re going to have these prohibition if they’re not legal prohibition is going to have these sort of traditional prohibitions on risk taking and among your donors and maybe even among your board, yeah, and it’s a matter of educating our donors and especially hard board members to invest in that. So we’ve got to invest in educating our donors and boardmember so we can invest on innovation and tolerance of failures. You’ve got something in california unique, teo non-profits there that prohibits this kind of risk taking that puts a limit on it any way you want to say little about that. Well, in california, they’re special rules on how you prudently invested your income so again, it’s just a rule that says you may not speculate and mustn’t said, look to the permanent disposition of the funds considering the probable income as well as the probable safety of the non-profits capital. So if you want to invest in buying a coffee shop, you know that may not be a prudent investment if that’s where you’re putting all your money, even though there might be a very high upside to it. So, you know, it’s usually risk and return are related, and if you’re going to go high risk to get that high return and it’s purely and money investment, well, that’s going to be subject to those laws, if it’s a programmatic investments, then you’ve got some leeway there. Okay, now we don’t really have time to talk about the next to so we’re going to we’re going to hold those off dankmyer latto talks about time horizon and and attracting risk capital by sharing prophet, you and i will talk about those next time so let’s, spend a couple minutes. What would you like to see change, jeanne? Well, i’d like to see that i think the biggest point that that i made in the beginning is that overhead has got to be seen by the public first, something that’s not necessarily evil, overhead or high overhead if it’s used to build scale if it’s used to build solid infrastructures and systems, maybe a very prudent thing. I think in the for-profit world, if you’ve got venture capitalist looking to invest, uh, in some new business, they’re not going to want to see an organization that spent xero on overhead structure that business because it’s goingto say, well, that’s built on a really shaky infrastructure, you know, and maybe a foundation of straw that could collapse at any moment in the future just by going cheap now. So, uh, looking at overhead in and of itself is just a really bad way to judge organizations, and i think that’s the biggest message, maybe the secondary message is toe look att compensation and say, hey, we’ve got to be aware that the next generation is coming in often times with a lot of college debt, and if we want to attract people who have really good hearts into into the non-profit sector and there may be, you know, dirt. That month non-profit sector leaders as the baby boom generation starts to retire, we’ve got to really take care to make sure that that our compensation is reasonable enough for them to not have this luxurious life unnecessarily but have a reasonable life, especially in metropolitan cities like new york and san francisco, where it’s really expensive to live and i gotta factor those things in we have to leave it there. Gene takagi principle of the non-profit and exempt organizations law group you’ll find him at non-profit law blawg dot com and on twitter he’s at g tak e ta ke gene always a pleasure. Thank you very much. Thank you. We’ll continue the conversation next time you’re on next week, gary vaynerchuk you may know him as gary v he’s, a new york times best selling author. Very popular speaker, blogger and consultant. We’ll talk about his upcoming book, jab, jab, jab right hook i think i’m pretty sure we’re going to talk about these celebrities are a little tough to pin down, but i think that’s what we’re gonna talk about fremery a simple she’s, the prospect finder, our prospect research contributor and are doi n of dirt cheap and free research resource is, and she’ll have more of those two share next week. Check us out all over the web links air on my blogged at tony martignetti dot com insert sponsor message we have over nine thousand listeners, fundraisers and board members and leaders of small and midsize charities listening each week you can contact me on my blogged if you want to talk about sponsoring the show, i want to give away a social media road map. 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