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Nonprofit Radio for July 14, 2017: Social Change Anytime Everywhere, Part Deux

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Amy Sample Ward: Social Change Anytime Everywhere, Part Deux

Amy Sample Ward

We pick up where we left off last week with Amy Sample Ward, discussing her book, “Social Change Anytime Everywhere.” We’re covering your fundraising plan: scheduling; testing; staffing; budgeting; and tips for your website campaign. Amy is our social media contributor and CEO of Nonprofit Technology Network (NTEN). Her dad Tim joins in to share what it’s like to raise a social media scientist.

 

 


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Oppcoll 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. The three fiftieth show is coming up july twenty eighth, two more weeks, the three fiftieth and i’m glad you’re with me. I’d suffer with dexter okla nation if i saw that you missed today’s show social change anytime, everywhere parte do we pick up where we left off last week with amy? Sample wards book social change anytime everywhere covering your fund-raising plan scheduling, testing, staffing, budgeting and tips for your website. Campaign amy’s dad tim joins in to explain what it was like to raise a social media scientist, and this originally aired on april nineteenth twenty thirteen on tony take two thank you, responsive by pursuing full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling super cool spelling bee fundraisers we b e spelling dot com here’s amy sample ward with her book social change, anytime everywhere part do i’m always pleased to welcome amy sample ward to the studio she’s membership director at non-profit technology network and ten, as i said her most recent co authored book social change anytime everywhere about online multi-channel engagement the forward is by two time guest of this show, craig amar, the founder of craig’s listing craigconnects no, sorry work that in there that he’s been on the show twice her blogged is amy sample, ward dot or ge and she’s at amy r s ward on twitter. Welcome back, kayman sample work. Thank you for having me back. It’s. Always a pleasure. Um, i guess my one of my first my first question is on the cover of this book the word’s, any time and everywhere. I’m showing her the cover now to remind her of the are separated. But they are not hyphenated. Why? Why aren’t they hyphenated the way proper english would be any hyphen time? Because they’re in different lines and every hyphen. Where where is the copy editing on this? On this cover? Yep. I don’t think i’m gonna let you just go by with this job. It’s it’s apparently thie design aesthetic. Okay, which you had no control over, i guess. Okay. Okay. I think this should be hyphen. I mean, i think these things are important in in language. All right. But it helps you enunciate the title very well. Any time, every right. Trying to learn how to spell her. You would think that any time was two different words. And and it’s, not it’s, not everywhere is not two different words. It’s. True. Okay, um let’s. Ah, i like to reflect a little bit. Okay, we talk all the time about online engagement, teo. And with what’s been happening this week, if you are engaged online on your charity, does nothing at all related to anything around violence or maybe victim or family support or politics of guns. Your charity has nothing to do with any of that. How do you respond? What do you do online, too? Let people know that you’re you’re conscious of what happens in the world. That’s outside your own. Sure, i think i mean first i would say i understand the argument of, you know, we don’t work on the politics of gun issues. However, you probably work with people and ultimately in any crisis or disaster, people are involved, you know, and reminding your own staff that it’s not just about bombs or terrorism. This is still about people and treating whatever response, whatever communication you have next in that light that there are people involved in this, i think helps you just take the right tone regardless of where you go next, because you’re then being responsive to what if it was you, you know, you would want someone to treat you or your city or your issue like people were involved. Next it’s a great opportunity to go check any scheduled messages you have any tweets or facebook post that air maybe already scheduled about something else. Also, look at your content calendar. You know where we planning on sending out an email appeal this week? That was, you know, using the story of this great little kid, and now maybe we don’t want to do that story or maybe not that message it all this week, you know, not that you have to completely shut down every organization didn’t stop this week, but trying to be responsive, teo, the fact that, you know, even in your own goals, you’re probably not going to get the analytics or the metrics you wanted, you know, no one’s going to be clicking through that email anyway, if that’s not what’s on their mind so looking at not just scheduled tweets, but what’s on your what’s scheduled to go up on your block what’s scheduled to go out and email looking at all of that immediately so that you can either put things on hold, readjust change, maybe which story was going to be in a newsletter? You know, there’s things like print ads or direct mail that that that’s already out there, you know? But people also don’t look at the newspaper and think, i can’t believe that this ad ran like because in our minds, we know that that’s not like a real time media. We know that that’s program six weeks in it, right? Exactly, but when you see something go up on twitter, you know, when you everyone else is just watching twitter for news updates it it really does feel a little bit more careless because they know that you let it happen. You know, you could have changed that tweet. We talk a lot about engaging with people online not so dissimilar lee from the way we engage with people face to face, you know? And when when i saw you earlier today, we you know i told you that i was feeling raw and sensitive and you know, that was that was really basically after right after hello, yeah, so, you know, i’m doing that in it, and i’m sure i’ll do that with friends. I meet for dinner tonight. It’s not it’s, not unlike online when you can have a conversation about this, or at least share your feelings when it really oppcoll just doesn’t deal with your data your day to day world, right? It’s it’s never going toe i mean, i don’t want to say never as if any statement could ever be, you know, all all encompassing, but for the most part, it’s not going to hurt your organization to say something like our hearts are going out to the victims and here’s a link to resource is or hears, you know, the the google spreadsheet that was created to help, you know, people say i’ve found this person or this person is missing, you know, like that it doesn’t hurt your brand, it doesn’t hurt your cause even though you might work on a totally separate mission to say, hey, we know this is happening and we want to make sure that we’re one more post in your facebook stream. That’s pointing to resource is instead of to something else. Okay, excellent. Well, we’re going to pick up with where you and i left off last month. It was march fifteenth with the fund-raising plan. We have just met and a half or so before we go away for a couple of a couple minutes, why don’t you just tease a little bit? Share? What? What we might be talking about with respect to a fund-raising plan. Sure. I think last time we talked kind about the components of the plan and this time we can get and i think to the nitty gritty, a little bit more like what does a be testing really look like in a campaign? Especially in real time? How do you figure out what’s working and keep kind of iterating as you’re in the middle of the campaign? And then also, what does that look like for your organization? Who’s involved once the campaign is live, is it just that development director or other staff? You know, playing into that campaign on then? Even what does it look like on online? What is what? Is your website need to do to be responsive to the campaign? Okay, maybe testing? Yeah, i don’t i’m not sure that that really qualifies for jargon jail. I’m not really feeling like putting buy-in george in jail today, and it probably doesn’t even really qualified. But well, why don’t you just explain what a be testing is? Sure. So for the most part, you could test everything on your website just by saying, well, it’s, their people are clicking on it, they like it, but it’s a little bit more scientifically valid. If you say have two buttons and people when they came to your website, they’re being presented with one of two buttons, and then you can just leave it up for a few days and say, gosh, anyone that saw the blue button clicked three times more than anyone that saw the red button, for example, so it’s just changing one component at a time with two versions so that you can figure out which works better and then start changing the next thing. And you’re directing people to both of them? Yes, simultaneously. Yep, i guess. Randomly, exactly. Okay. And you? You have an excellent example. In the book about the the clinton bush haiti fund, and we’ll talk a little about that. Ok, we go away for a couple seconds. When we come back, amy and i will continue this conversation about about her book and and your fund-raising plan stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website philanthropy dot com fund-raising fundamentals the better way. Welcome back to big non-profit ideas for the other ninety five percent, not too many live listeners today, i’m suspecting that a lot of people are if they’re online, they’re looking at cnn or some other some other news source that they trust. But i will say, live listener love out too. Forest grove, oregon and new bern, north carolina also since you taiwan ni hao and for korea, we have listeners in seoul and young in korea on yo haserot glad that you’re very glad, very glad that you’re with us. Thank you. Um okay, kayman sample word let’s talk about some of these details of of a be testing. What does this look like? Well, you can do it. I mean, even though we used the example before of your website, you can do it on anything. You know, you could do it in an email. Newsletters on little micro sites, it’s. Just a page essentially, whatever. Wherever you’re trying to put content out, you could do a be testing. So it could mean different photos, different buttons that text it could also mean having a photo or no photo, you know? Ah lot of organizations will do. A b testing specifically around fund-raising with on that on that donation page, does it have a photo or does it just have the form? Or, you know, does it show maybe a image of some sort that shows, like how they’re using the funding, for example, or what the project looks like that they’re asking for money for or again, is it just the form, you know? So and that’s it it’s going to change it’s not going to be the same for every single organization? You know, you have to do that testing because if especially if you’re an organization that’s used a lot of images in your campaign in your appeals that’s, you know that it’s driving people to remember what, what this is all about maybe having that photo there again, we’ll just keep that emotional tie to the campaign. But if it’s your raising money for something that you haven’t been using, that kind of graphical support for, well, maybe people would get there and say, why do you have this random photo of a child up here? You know, so so you wanted to be consistent, but you also want a test to see. What’s going to get the most completion on that form. Ok. And so i just said quickly before the break. You are you are you randomly? Your technology is randomly assigning people two different a and b version that’s what they be testing it first to a and b version is that is that what happens? So there are all different levels of sophistication, so you may be using a tool google has? Uh uh, baby testing tool optimize. Lee is another pretty sophisticated tool to use for that, especially around your website. But with email marketing, you could just say we want to send you don’t have the list this message and half the list this message or say you have a thousand people on your email list, send the first one hundred message a the next one hundred message be and then wait two hours, see which one had more opens and then say, great, we’re going to go with that message to the other eight hundred. Okay, so this could be that instantaneous. We’re just a couple of hours. Exactly. Okay. Okay. Now, an email, a popular thing to test is a subject line. Right? You could. Be having different versions of a subject line, right? Everything else would be the same. Exactly. The message inside is the same. But having, you know, a call to action versus you know anyone, regardless of which side you support anyone that’s on a political list. You’ve seen them testing those subject lines. You see messages coming almost every day during campaign season. Sometimes it just has one word. You know, sometimes it has your name in it sometimes it’s a really long call to action and that’s just those campaigns testing out what’s getting the most people to open this on the on the fund-raising landing page side, you have the example of the clinton bush haiti fund. They changed something so subtle, just the words within the button that you click right. The red, they have a red button and i have i’ve read that red is a very powerful color. Red is supposed to be very good button color for donate now for donation buttons or buy buttons. So they changed it from submit that the word in the button was submit to support haiti, and they got a fifteen percent increase in dollars per page view. Just something so subtle is that exactly and part of that, you know, some organizations think, well, we don’t want to write submit because normally, you know what we want them to do is donate or whatever their word choice, maybe, but if you have all throughout your website, if you keep using the word support, support us through your donations, support us by taking this action, and then someone gets to a page where there’s a button that says donate well, it feels really weird because you’ve already been consistently using this other word, so that consistency is important, you know? And again, if if you go look on your website now and you see that on your you’re donate paige it’s the only place you say there were donate but the rest of the time you really are talking about, support us financially. That’s an opportunity to do some testing because maybe donate works for your organization, and you should change those other places where it says sport or the other way around. Okay, excellent example, right of potential testing. Another thing they did there. There’s. This little geo trust verified icon i guess that it’s a trustworthy site right? Forgiving is that what that is, right? And there are all different kinds of those, you know, whether it’s charity navigator, geo trust like all those different things that say, basically, we’re not goingto take your money and do something else with it, i guess again, there’s different levels of what these other certification sites mean to, but some places have found, you know, some organizations found that by putting those kinds of seals of approval, i guess you would say on the donation for more on the button, they saw a big increase, but others have found like they did. You know, when you when you take it away, you actually haven’t they well, they decode, they had to do when they when they took that away, they lost five percent revenue right per page view. Exactly. There’s a trusted icon similar to papal, verified on the commercial side. Exactly. So people have gotten really used to, even if people don’t necessarily know what geo trust is or they don’t know what you know, charity navigator is they don’t know what they are, but the fact that it says it’s verified, you know, someone’s looked into these people give some amount of trust some of the things that you suggest it could be changed on dh tested form fields, how many form fields you have, the donation amounts that air suggested those little radio buttons that you click ten, twenty five, fifty hundred and that’s a really big thing to change, especially, you know, certain campaigns have found easy ways to mix that up because if they had a number involved in the campaign, you know, if if the campaign was around ah, holiday and it was on the thirteenth or it was a military campaign and they wanted to use the six as there number, and so then you just have increments of six, and you, maybe you say sixty is the default, right? Whenever organizations test that out, often they find people that the hyre number really does get donated because they’ve just mixed it up a little, you know, they didn’t defaulted to ten, you know, they put it up there a bit because people will still put it down if they want to have a smaller number, you know, but showing kind of the idea with where that preset radio button selection is. Is basically trying to say this is the average gift. This is the normal donation. So it’s not, you know, we’re expecting you to do this, but, hey, most people are doing this one thats why its preset on sixty. You know, eso it just encourages people. Tio not think oh, this is just a ten dollar or that’s, just the twenty five dollar normal donation, you know, so putting different numbers in there that are, like, thirty three and, you know, throws people a little. We have. We have tim sample on the line, tim samples called, and this is amy’s dad, he called in last month. Tim. Tim sample, how are you doing in oregon? I’m doing good doing good and plays it’s it’s already done, or or a gun? Oregon where there’s no evil or he’ll help you. Oregon. All right, there you go. You go. Oregon. Are it’s not gone? There’s no e at the end. Oh, thank you. Alright, oregon, but i’m a i’m right in the middle of work right now, but i’ve had an opportunity to come down on my desk and lock the doors. Nobody bought it. I’m at your disposal. Thank you, tim. You know, i wanted to ask you. I have here with me. You know, this little kind of sort of shrinking kind of wallflower, you know? Never not very engaged. Not very out there. What? What? What is she always like this when she was growing up? Oh, you’re talking about my daughter? Yeah, i know. I know. It’s. Hard to tell. Yeah. Yeah, alright, now, but without the sarcasm has always been a type a personality. Yeah, and always always engaged. Like, was she in? A lot of i could’ve asked her, but it’s more fun to ask you. Was she out there? Like, in activities in elementary school in high school? I mean, she’s, the online engagement, everything poster poster will be, could everything she could possibly get involved with. She was involved with her mother, and i tried to give her every opportunity to try every sport, every activity you wanted, you know, you know, as parents, we tried to do that for her. Can. My god, you know a good example of amy. I tell this story. He probably doesn’t remember it. But in the second grade, i said anything. You got your homework. Done well, yes. He had two next day’s homework done the whole weeks. Only john had read three chapters ahead. It was the last time we ever ask her if she had her homework done. Never had to worry about amy school or anything. Okay. And always self directed, always always getting right with it. And and i feel like he is right now. I know and engaged also. Always engaged with the public. Yes. Absolutely. Right. Absolutely. How did we know that she’d end up a consultant and someone that people look to for advice about online engagement? Did you see this coming? I thought he’d be president united states by now myself? No, no pressure. Thanks, dad, but i didn’t want to go into politics. I amy always had a sense of what was right and wrong, you know, always interacting with other children. You know, she always knew what was right or wrong. She never made bad decisions that i can see. And if she did so well, i hit way didn’t know about it. All right, well, we’re back, but she has a sphere of alligators. Is that is that you’re doing? Is that is that? You’re doing, she has a fear of alligators, is that you’re doing a fear of alligators. You’re not aware of this? Well, we don’t have many alligators over here where we live in oregon and oregon in oregon, oregon. Now i know i never knew he had any fears at all. Tony all right. It was an example after a trip to florida, and tony will let me live it down if it comes up to you. Okay. Yeah, i have a fear of snakes. Oh, i don’t think i pass that on to her. I don’t know if alligators are reptiles like snakes are alligators may or may not be reptiles. Maybe maybe look together. Alright. Alright. We’re gonna let you go back to work, tim. All right, perfect. Thank you very much for calling the opportunity. We’re going. You don’t have to your daughter by tim sample. Okay. Goodbye. All right. I wanted to have some fun. Do that that’s fair. Okay. This’s. Tony martignetti non-profit radio. You are in charge of the shop. Future president. I know i the bar’s pretty high now. Yeah, i in fact, when alison find was here last week, i asked her if she thought that a presidential candidate could emerge outside the two major parties from online on, and she felt that it could eventually, but that we would see local local races first. Mayor’s maybe governors or senators, you know, but more local than presidential right away. But i was i had you in mind. I had your president cha operations. I don’t. I want to. You know, there’s. Another election coming up it’s true only only only few years. It’s. Really? Not all that far away. So exactly. Okay, she felt it was possible. Do you think it’s possible for a for their previous president there emerges online. Yeah, especially. I think around someone from a grassroots campaigning background not political, necessarily, but someone that’s that’s already actively working online to bring people together for other social issues or other kinds of campaigns. So so someone who’s in it in that way, i think, could easily cross over to say great. Well, now i want to run for for an elected position versus i’m just going to be the organizer that keeps this. Keeps this movement going. Okay. You have anybody in mind? Apparently i need to put myself in the strike don’t talk about other candidate. Exactly. Were we stupid? All right, i will go on the record shows up today never mentioning another candidate. All right, um, let’s oh, there was one more thing. I want to point out that matching gif ts is another possible, maybe another another possible testing. So oh, exactly the existence of or how big a match might be, right? Especially, you know, something to think about with phrasing of matching gifts is there’s the version of, you know, if we get to this number, we get that same total matched or every ten dollars gets matched. So then people think, well, my ten dollars isn’t going to mean much to this really big pot. We have to get two of twenty thousand, but if instead you say the matches, you know, dollar for dollar, whatever you khun give, how does that affect your community? Because some communities may really get behind the idea of, like, having to get to that really big number together and other communities want to feel like they’re five dollars, was still matched and still meant ten dollars, for the organization. So think about the way you use the match in your campaign, and several weeks ago we had a university professor on from university of chicago john list talked about scientific research around matching gift does does a three to one match necessarily pulled more than a one to one match? Right and where and on dh? Also in the phraseology of the match, the way you’re describing and that will show was on february eighth of this year. If you want to hear discussion about the scientific research specifically around matching gift excellent, we’re going to take more of a break, another break, and when we come back, we’ll talk more about who gets involved in the campaign, some budgeting, maybe some calendar ring and things like that and also tony’s take too, of course, comes before all that. Stay with me more with amy coming up first pursuant, check them out for lots of free resource is week after week, um, urging you to browse the collection, as my library used to say in elementary school, browse the collection that was when we had those card catalogs looking that they weren’t literally index cards or little cards were that brass rod ran through the ran through the middle on the bottom of the cards. It was always shiny and slippery, and you could get their little those little cards. And they used the dewey decimal system. We don’t know. Uh, we still use the dewey decimal, so i don’t even know. Do it. Yeah, but browse the collection and pursuing its much easier than the brass rotted dahna card catalogs of yesteryear. And where do you go? So you click. You go to pursuing dot com and you click resources. And then as you start your browsing the maybe the blogged or webinars or content papers or infographics. It’s all right, there. No card catalog required pursuing dot com. We’ll be spelling super cool spelling bee fundraisers. You need money for your good work? Yes. Throw a spelling bee. You know i hate the word. Let us. I got stuck on lettuce was or greenlee was all it was all iceberg at the time. I hate the word. Let us i love but thea tangible manifestation of the word i enjoy but not the word itself. I digress. Host a spelling bee make millennial money. These are ideal fundraisers for millennials with spelling bee. And live music, et cetera. Stand up. Comedy dancing check out the video at we b e spelling dot com and talkto alex career the ceo now time for tony’s take two. Thank you so glad that you are with us. Whether it is let’s, do it backwards. I hate to break with tradition. It’s it’s so risky, but we start with the affiliate affections. And i am so glad that our am and fm listeners are with us week after week wherever your station fits us into there. Line up. So glad to have you with us podcast pleasantries always going out two the two are precious podcast listeners precious podcast pleasantries. I’m not going to do that every week now. Two’s enough podcast pleasantries over twelve thousand listening in the time shift so glad that you are with us thank you. And alive listener love always goes out you know who you are you know where you are. I can’t shut you out by city and state this very day. Although i will be able to next week and the week after live listener love to you thank you for being with us and also, if you are a non-profit radio insider and i get into your inbox every thursday. Thank you for letting me in there. I’m grateful that is tony, take two. And here is amy sample ward continuing with her book, social change. Anytime everywhere you gotta get this book for god’s sake, just get it. Amy who’s, who should be involved in this work? And how are we going? Estimate the time that’s going to be involved in our online campaign? Sure, i think fund-raising campaigns just like any other campaigns organization, maybe running advocacy list building, you know, community engagement, etcetera can’t be thought of as something that’s completely contained within the fund-raising department, because ultimately there are e mails and there’s this a b testing on the website, and all of those other components require all different staff from different departments. So it’s an opportunity to create, i think, processes we suggest in the book, where you will have regular opportunities for staff across departments, not necessarily like on all staff meeting, but staff across departments that are ultimately all creating the success of that campaign to come together, whether that’s like every week or however your organization wants to do it. To have a meeting where you’re all in the room at the same time, or all on video chat or whatever you want to do so that everyone’s talking about it. So as soon as you break that campaign down into the people that are in charge of the email never talked to the people that were in charge of actually counting how many people are coming through the form, then you’ve already said, well, we’re not even going to have the best conversation we can have with this campaign staff aren’t talking to each other, so creative process first, so that everyone involved is coming together regularly to talk about kosh, we saw that this button language was the best. Well, the e mail better have that same button language. You know, any abie testing that you’re doing anything you’re learning about what’s working with the campaign should then be immediately reflected in all the other components. So how you either evaluate ahead of time, staff time or recognize all those different pieces are maybe serving the rest of the organization. So thinking of of people in communications is not just communications staff that all they do is communicate. But they also served fund-raising and they also serve advocacy, and they also served programs. So what does that mean as far as your staff plan? And what does that mean for your value evaluation of staff? You know, those communications staff in this example couldn’t just say, well, my job is to send e mail and i sent them, but how, you know, how was your function in this organization, reflective of our success in our fundraising campaign were reflective of the success in our advocacy campaign so that it’s showing that that person isn’t just responsible for hitting send on thousands of emails but showing them even in their own evaluation, that they’re part of the whole organization success, which i think is critical for having all of your staff buy-in toe working towards your mission, you know, as soon as you say, well, your job is just the website what their job is the web site, because it’s serving the mission of helping people understand you know what your your cause is all about and so did did they lead the baby testing that help figure out that that button actually could have, you know, in increased by fifteen percent the donations that’s huge that’s, not just the fund-raising team that’s also that person who’s managing the website. What about the smaller shop? Just a two or three person arts group? I mean, how are we going to build even? Ah, modest campaign into what we’re trying to. We’re struggling to keep get getting done day in, day out, right? I think for smaller organizations, but really, the same lesson applies to everyone. Ah lot of of the components of the campaign are actually developed way in advanced. If you’re collecting stories actively as you are working with your community year and you’re keeping those stories not just on a piece of paper in your desk, but, you know, kind of like a story bank you have, you have ah, bank. You could draw from of all these different stories then in that moment when you need to create a campaign, maybe it’s a response of campaign because some horrible event has happened. And you want to make sure people are aware of your services. You know, for example, you have that content. You don’t have to then spend a week developing. Okay, who’s who from our community do we want to talk to you know, where could we get a story about our services in action? You’ve already created that content in advance, so especially when you only have two people, the more you can do to just kind of be librarians, you know, tio, cart, chronicle and archive all that you have all the time so that you can really easily just say that’s, you know, the book i want that’s, the story i want off that shelf and let’s put it into this email and then again, a be testing is so, i think, critical for really small shops, because if you really can just say, we’re going to send this e mail to one hundred people each and then know that the one that got more opens is what we’re going to send even though it took you maybe an extra five minutes to go back and say, okay, now send this list that was a really great five minutes, because it means you’re getting that many more people opening that message. Let’s look, a tte budgeting our campaign may involve some adwords facebook, facebook yeah, how are we going toe? How do? We figure out what what we should be too spending money on is beyond the time that also is an indirect, indirect cost, right? First, obviously, you know, you have to have the caveat of it all depends what’s your campaign about where is your community? Ah lot of people have have realized that you’re not necessarily just going to make all of your money from your fund-raising campaign on facebook, but a lot of those people that are participating as donors, maybe on your facebook page. So thinking about how you budget for promotion of the campaign versus budget, for the call to action, you know, you may want to just invest in having ads showing the efficacy of your work so that when people are then emailed a call to donate, they’re like, oh, yeah, you guys do really great stuff. I do want to donate via email because that’s my, you know, i’ll just click don’t and go to your website, but maybe it’s different for your forget it community, maybe your community doesn’t really know, and they just need to be told, like there was a disaster and donate, you know, it depends a lot in the circumstances, i think it’s also, especially with things like facebook, where they’re changing the algorithm like every five hours you have to do so may be testing, you have to invest in that a be testing. So you know which of these ads are working better? Do we do promoted posts, or do we do ads? So some of it is just having a reserve of that advertising budget to test with, and you don’t have to spend a lot of money now, like facebook ads are not expensive, right? For-profit lee fifty dollars or so you could oh, exactly, you attest? Oh, for sure, yeah, and the problem or the great opportunity that could become a new obstacle for organizations, is that when you get in there to do a facebook at our, you know, promoted post, you’re you’re presented with the opportunity to pick like which gender location, background so many details, but it can either be overwhelming and you just say, well, i just wanted to go to everyone, and then you’re going to run out of that fifty dollars budget instantly, you know, or you get so narrow and who you want this ad to? Go, too, but it never really goes to anyone. So i think there’s a little bit of opportunity, teo play even just with that, that scale of who do you really want to promote this to? Who is your donor? And what do you know about them? Which goes back to what we talked about months ago, about how, you know, investing and knowing who your community is first, so that you can say the right things on the right channels, and i appreciate that your advice always is. What are the goals of the campaign right now, and not only to raise the money that that? Well, actually, the campaign may not be about even about money, but may not only be the explicit purpose of the campaign, but also to grow engagement in the long term, bring some new people to the cause may not even fremery respond to your call to action, but now they’ve joined your community exactly, exactly. And for them this you know, your campaign that maybe their friend donated teo was the first time they had heard aboutyou, but they’re now hearing about you in a really trusted way because they heard that. A friend not only supported your work but gave money to your work, and now they just want to follow along, and eventually you can, you know, encourage them up that ladder of engagement to become a donor as well. And in that respect, not everything in your campaign has to be about the call to action, right? I mean, i know i guess you want the called action to be frequent, but there can be things that are informative beyond the call to action. Exact. I think a lot of organizations will shook about a fundraising campaign, i think. Okay, first and foremost, they’re donating to this campaign. They’re going to donate to this campaign. They really get that out there, and then people donate and then there’s nothing else, you know. So people feel like, well, i did the thing, but there has to be more aiken dio so recognizing that there is always more they khun dio having that thank you, paige, push them to the very next step. What’s the next step for you is that great. Thanks for donating here’s the button to share on facebook that you just donated, you know, or is the email confirmation encouraging them to share their story about why they donated so that now you have one more story and your story bag, you know, so think about what people can do to still feel like they’re contributing to this forward motion because they already donated, which is huge, so don’t take someone who’s willing to take a really big action and then just dropped them off, keep them, you know, sustained that engagement and keep them engaged so that you can ask them to donate again, you know, if they haven’t heard from you, and now you’re asking again for them to donate well, they feel like don’t you remember that i already donated? But if you’ve said, you know, hey, share this on facebook? Hey, give us your story, etcetera, and then you say thank you for donating. Please help some more. They feel like yes, of course we are trying to get there together. What is ah, home page hijack? Uh, it’s called many things, but basically i’m sure most people have experiences when you go to a website and you just, you know, landed on the website haven’t clicked on anything, and then something pops. Up, even the new york times does this you think you’re going to go read an article from the new york times that your friend just tweeted that and there’s a thing that pops up that says, don’t you want to pay for new york times content? Why don’t you subscribe? That’s that’s ah, home page hijacked, for example, it’s basically a light box that pops up and says, whatever you thought you were here to read. This is what we want you to read and it’s great for people that if they really are just hitting your home page because maybe they were, you know, searching online for something and came to your website, they don’t know or you’re directed people back to your website, and it can pop up and say, this is what’s happening here is the called action here’s, that big red button that says support haiti or whatever, and obviously they could close out of the box or lorts like off it, etcetera, but the fact that it makes it super front and center lit literally front and center on the website helps direct that traffic into the call to action where you could maybe. Instead of them seeing your home page that’s, you know, normally fairly generic has lots of navigation, et cetera and drives them to a page that’s just about the campaign, you know, really focus. They can see the donate form they khun see whatever helps funnel people just to the campaign instead of accidentally clicking unlike, oh, what is this organization about? And what do you do and what’s? This other thing? I see a photo of, you know, it just helps funnel people in where you want them to go. You have advice about how frequently someone may see that home page hijack, so maybe it shouldn’t be more than once a week person and the technology will support that our exam twice a week per person or whatever you think exactly, yeah, i mean, it’ll where people out if every time they go to any page of your website, they’re getting this pop up essentially, you know, but if you can say yeah, once a week or the first time someone comes to the website because maybe outside of a fundraising campaign, you could use that for many things you could have it say, join our email list. You know, subscribe to our news, whatever you want that pop up to be. So if you see that every time, well, gosh, i signed up a week ago, and i’m seeing it every day, you know, so just may be the first time that i p address hits the web site, you know? We’re going to take a break in about a minute. We want to have some print possibly to be in support of our campaign. I want to just open that topical bit. We’ll talk more about it shortly. Sure, i think print is actually a great medium, especially for fund-raising still one of the main drivers of fund-raising effort so looking again at that piece as a way to frame all of the content that’s going to come later because you’re going to be ableto change up at the very last minute, what you tweet and what you put in an e mail, etcetera. But if that print piece supports that overall call to action, the overall message and maybe has just won fairly general story that you can then really dig into that story of what that person’s you know, experience was or what those services mean to the community it’s a great way to frame things as a oh, yeah, i remember this. You know, every time they then get an email from you. All right, we’ll talk more about this and the and the fund-raising plan in general, when we return with amy, sample ward, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup comedy, tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked. And naomi levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page. Tony martignetti dot com i’m christine cronin, president of n y charities dot orc. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Hi there again and welcome back. Uh, anything more that you want to say about print in support of this, i would i would add that prince should certainly be needs to be in this fund-raising calendar with a campaign calendar that we talked about last month and it’s something that we’ve talked about in the past, i forget what episode number, but we talked about competition and how teo, you know, if if you were doing a phone bank, for example, of donations and you and you mentioned the research shows, at least if you were to mention, you know, the previous collar don’t thisyou know people are more inclined to say, well, i’m going to do that if someone else did print is a really easy way to do that as well, because you clearly know where they live, you are mailing something to them. So say, on average, people in your neighborhood donated this last year to our campaign. Oh, my gosh, now they like now i’m going to look in on my neighbor’s like which ones of you donated one hundred dollars? Now i feel guilty, i’m going to donate a hundred dollars, you know? So so keep those same principles that you use online with making it be a riel story, having it connected to something directly when your mission have a very clear call to action. But then take advantage of that local competition that peer pressure of this is this is really, really in your neighborhood. But also this is how people are actually helping us. So you should too. We can also have competition in telemarketing right in our telephone call once just remind i think this may have been last month, but in the way that callers are greeted, andi encouraged or thanked for their past giving there could be some competitiveness. Exactly. Exactly. So i’m not just saying like, oh, thanks you want to donate, but also, you know oh, you have reviews caller. Exactly. The previous collar donated this. And if you can, if you can hear sometimes, you know it’s it’s hard to just make a judgment. But if you could hear that it was a male calling and you could say, oh, well, the man before you donated this, if you if you have that opportunity to be gender specific, the results or even hyre from studies that say, you know, once i’m told the previous collar was a woman and she don’t even more than me well, man, i want to donate as much as her, so all right, let’s, let’s wrap up our campaign with the thank you’s yes, thank you’s are critical and thank you don’t have to be at the end of the campaign. Thank you should be every time someone’s done something, so when they sign up for that email lists, you know, thank them if they donated, thank them, but also do that thinking in public when you can, you know, you’ll see people in the campaign putting on facebook that they, you know, because they got to the thank you page, the confirmation page, and they tweeted, or they posted to facebook that they just donated, well, that’s a great place if the organization is then liking that post, if you you know, privacy settings are such that you can see their post or on twitter, the organization is retweeting them to them that’s huge validation the organization noticed that i just tweeted out, you know, that i donated and i’m i got retweeted or i got thanked publicly and that certainly doesn’t take, you know, a lot of effort, you’re not creating any new content you’re just saying thank you very much, but it can mean a lot publicly for the community to see those individual voices being thanked. How do you feel about the mailing of small, maybe small tokens? Oh, yeah, of gratitude o i think i think a hand written note, even if all it says is, you know, tony, thanks so much for your donation. Amy. It was a hand written note. It had to go through the mail, you know? It means a lot exactly could be something online, maybe maybe a little gift certificate or a discount to a site or something. Exactly how else can we say the small ways of saying thank you, right? And i there are lots of ways where, you know, and and ten we can say thank you by saying, you know, to thank you for what you’ve done here is a free webinar, for example, you know, web in our past, but for other organizations, it can also be an opportunity to say, because you donated, you’re now invited to this event that’s only for our donors, you know, so you’re also providing access to something that is otherwise exclusive, and you can use that as a way to say, hey, all of our donors are going to be joining us at this, you know, a local place that everyone knows is really fun or, you know, historic or whatever come join us in this, and it doesn’t have to be, you know, because he’ll be a national campaign, but you could say, if you’re a donor, you’ll get the link to the live stream and you get to be there for this interview with our founder or whatever, and even if people don’t want to go it’s still saying, we know tony, you donated, and we want you as part of this conversation, just the act of inviting exact is very, very it is very gracious exactly in heimans larger organizations that i that i work with will often invite people on the other side of the country to a luncheon that we’re hosting in new york city to to say thank you right way don’t expect them to come. We know the observers are tiny that they will, but the act of the invitation what if they were going to be in town for other business where they were going to be in town, meeting with someone? And now they can say, oh, while i’m there, i’m also going to go to this luncheon because i donated and that’s really cool, you know, i’ve never asked you this. You’ve been on many times. What is it that you love about the work that you do, this whole body of work that you that you’re involved with? What is it you love? I i love the people like i love that we are in a position to get to support not just one person that we’ve met, you know, and, like, help them do whatever, but we can help hold communities that’s really exciting, you know, or that you can help all of those people in the community know that they’re in a community i mean, i think that’s the really exciting power of the internet is that people thought i’m the only person that has x y and z here and the only person it’s experienced this, and now they go online like, oh my gosh, i’m not special at all there’s a million. People who’ve had this and so part of it is that that feeling of like, i’m not special, but i’m not special because there are so many of these other special people you know, and getting to find them and create community with each other, even when you can’t all be physically in the same room. Her latest book is social change anytime everywhere you’ll find amy’s blawg at amy, sample ward, dot or ge once again a pleasure. Thank you for having me. Be sure and thank him for calling it. I will. That’s, dad, dad to you? Yes, next week i know it won’t be fermentation if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuant online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling super cool spelling bee fundraisers. Wee bey e spelling dot com a creative, producers clad meyerhoff sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director shows social media is by susan chavez and this music is by scott stein he with me next week for non-profit radio big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sacristan. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for July 7, 2017: Social Change Anytime Everywhere, Part I

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My Guest:

Amy Sample Ward: Social Change Anytime Everywhere, Part I

Amy Sample Ward

Our social media contributor’s book is “Social Change Anytime Everywhere.” When it came out we talked about how your nonprofit can raise money, find advocates and move the needle on engagement in our anytime, everywhere world. Four years later, Amy Sample Ward’s book remains relevant and valuable. (Originally aired 3/15/13)

 

 


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Oppcoll 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. Our three hundred fiftieth show is coming up it’s july twenty eighth, three weeks oh, i’m glad you’re with me. I’d be forced to endure the pain of skill algeria if you kicked me with the idea that you missed today’s show social change anytime everywhere part one our social media contributors book is social change anytime, everywhere when it came out, we talked about how your non-profit can raise money, find advocates and move the needle on engagement in our any time everywhere world. Four years later, amy sample wards book remains relevant and valuable absolutely that originally aired on march fifteen twenty thirteen. I’m tony take two hello, nc tech for good. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com here is aimee semple ward and me talking about her book social change any time everywhere amy’s not here yet, so we’re going do a little a little preview of her book, a little browse through her book. The first thing that i want to point out is that i wish it had more pictures when i’m when i’m picking books. I i flipped through looking for pictures, and i probably would not have bought her book. It didn’t have enough pictures for me. I like pictures, like more graphic, so it has graphics and has some screen shots. Ah, it’s, very good that way, but i would like more. I would like more pictures in amy’s book. Aside from that, any simple word has just joined us. Well, i’m sure you did. All right, pick moment. Take a moment. Compose yourself if we figured you were in the subway, i was just saying, i wish your book had more pictures. Oh, yeah. Pictures of what? Just it doesn’t really matter. I don’t know. Cute dogs, landscapes, landscapes yeah, i just looked and i look for pictures as i’m i’m browsing through the book section the books it was meant more for reading than browsing. But ok, take another breath. Your yes. You knew you knew that we were waiting for you, and yeah, i was going to be fine, but welcome. Thank you. Have you for the full hour? Yeah, exactly. I’m happy to be here for as much of the subway would let me to be our best majority. I did tony’s take two in advance. So? So whenever i’ll have that time together, congratulations on your book. Thank you. It’s called, written by alison is keeping kapin kapin much. Tell us about alison she’s, the founder of radcampaign and the tele summit and network women who tech she’s based in d c ah, she’s. Pretty. Cool. Yeah. I met her because i was at your book launch. Oh, that’s right book launch that you did at the at planned parenthood parenthood federation. Yeah, yeah, that was very good to about forty people. If you got to meet your husband, max? Yes, very nice. Often left alone as your traveling throughout the country. Yes. That’s the that’s the first time he’s ever seen me speak in any capacity in public? Yes. He said that i didn’t talk to him. You know, first time i know for certain that lovely. Um okay, we’re in. Why do you let’s make this clear? Where? Ok, i need any time everywhere, what’s, what’s our anytime, everywhere world that you are trying to help people make social change in. Well, the anytime everywhere is really focused on the people, not the organization. So all of your constituents, donors, supporters, whatever you want to call them, they are, you know, living their lives basically around the clock, their life. And they are thinking about okay, if i want to talk to this person, i’m going to do it here or if i want to talk about this topic, i’m going to do it here you just interact with your community, however you do as an individual, it might mean a friend calls you and then after you hang up, maybe you go look at facebook and interact with another friend there and then maybe send your mom and email, you know, but you’re not thinking okay, well, i only talked to sam on the phone on, i only talk to my friend barb in email, you know, you as people, we don’t treat our communications and our networks in that way, so organization shouldn’t be saying, ok, well, we only send you emails or we only let you talk about our campaign on facebook. We need to think about the way we communicate and allow our communities to engage with us as as a way that crosses all those channels as well, okay? We’re not segmenting our lives and write our community our conversations, right? Stilted, like communications are conversations, right? I see somebody on foursquare check in and i’ll make a snarky comment or something. E i have seen one of those geever andi didn’t answer it as i recall, um, in fact, you were recently traveling, you were in south by southwest i wass that’s. Ah, what i think of it is just a big music and party and drink fest. Is that what many people think of it that way as well? I’ve never been there at the beauty of being me is that i can know nothing about something and still be an expert in that. Yes, of course. Oh, i think i’m very well acquainted herself by southwest, even though i’ve never been there. Why don’t you tell us what the rial tell people like me who think that everything that they know nothing about but it’s a very comfortable place to be. Actually i what is south by southwest? Well, it are very originally was a music festival, but now has three components music tech interactive, which is really all kinds of technology, not just social media, including gaming and all kinds of interfaces hardware, software, etcetera and film. So film and interactive take place the same week. Concurrently on then the following week is all music. Were you there in your capacity as membership director of non-profit technology network? I waas so there’s a non-profit lounge there lounges of all different types sponsored by different people so there’s, a blogger lounge meant for bloggers to find each other, etcetera. So the non-profit lounge is sponsored each year by beaconfire ah, long time, you know, and ten member organization sponsor etcetera. And they opened it up for others to get to be in the space with them. So and ten had a presence. We had a couple couches, if you will. And i was also working with them to manage the content each day so that people that were start in the lounge, what kind of cause that we had was that we had a different topic each day. So we had one day was focused on measurement and metrics. One day was focused on engaging millennials. One day was focused on technology, staffing and the capacity around technology. Um, there were a couple more, and we so we highlighted little, you know, not not trivia because they’re real. But, you know, just little tidbits from our research each day based on that topic. So you come in the room and learn different things. And then at lunchtime we had panels on that topic so people that we knew were going to be either at south. By southwest are actually based in austin that we could bring in to talk that day, just with whoever wanted to be there and engage with them. And then night times that was the drink fest in well, for some, i think drinking started as early is, like eleven, because i guess technically it’s noon on the east coast. Yes, yes, all right, anything. Did you learn a couple of one or two little things that that you didn’t know or maybe reinforce something that what was your was your take home from from south by that’s me something? Yeah, i think you know, they’re always different applications or tools that get launched itself myself west. So people, you know, waiting, teo, unveil some new application, and so there was a bit of that as well, but i think this year, the feeling that i got from a lot of the non-profit and social impact crowd at the conference was that people are really starting to get to a place where they feel really proud about some of the things they’ve done in their non-profit and they they wish, you know hey, what? Why don’t we get all the attention? You know, just because that really big organization, you know, that has tons of marketing budget and had tried and tried many things and then succeeded with something, you know, we’re a tiny organization, and we did that to, you know, they want a platform for their voices to but, you know, south by is always kind of mixing up the content and have had different tracks and and things like that over the years. So it’s not to say that there will never be a platform for them. But i think this year, there are a lot of organizations there, you know, looking for a place where they could stand on their soapbox and and get to share with everyone what they’ve worked on. All right and excellent that they got that exactly like to see that small, especially small and midsize shops getting attention. Craig newmark wrote the forward to your book. Craig is the founder of craig craig’s list, of course. And craigconnects he’s been our guest on the show twice. I think that was a trivia question once. How many times you been on the show? Oh, did we do that? Oh, i think we did. I think for a giveaway and weigh just you were my guest for the hundredth show and we’re giving away, yes, but the answer’s two way long ago gave away a lot of intense swag for us to give away. Yes, and he says in the forward that social media and good customer service or big deals you think we were going to you and i talk every month about social media, we know that that’s a big deal, good customer service what? Why? Why is he talking about that with respect to social engagements? Social change? Well, i think it doesn’t matter if you’re for-profit aura non-profit if you do true direct service or not, ah lot of the most basic day to day interactions that you could be having with your community take the form of customer service, even if you know, in a non-profit we normally don’t call them that, but but answering people’s questions or just being able to be present on social media, where you see people asking a question, even if it’s not about you being the organization that can answer the question for them and really playing a service role builds community in such a small kind of passive way, but that israel and you’re creating value with them that it is a matter you know, if you are comcast and you want to use twitter to answer customer service questions or, you know you’re the humane society and you want to use twitter to make sure people know how to get help with their animals and and, you know, i like your just broad definition of what’s customer service. I mean, it may just be interacting on a day to day, right? You may not think of it as a service to the customer just having, you know, we’re just engaged in a conversation there on the engagement ladder and which is that we’re just, you know, talking to them right, exactly and helping helping your supporters take advantage of all that they could do with you is customer service, you know, someone calling and saying, i want to volunteer, but i don’t know how and you pointing them in the direct in the right direction that is still a customer service function in your organization got some live listener love we’re talking about texas austin, texas, where itself by was but we have san antonio on the line, santa or on the web, you know, antonio, texas, live listeners love, welcome, welcome to the show and the conversation. Let’s, talk, talk a fair amount, i think about fund-raising and then how will we even, you know, engagement and advocate could you get, you know, getting talking toa advocates and motivating advocates? And you spent some time talking about the different motivations to give why white people are giving on dh. There certainly have been articles and books on this right by the the traditional, i guess, fund-raising prose that are out there, you you spent a little time with emotions, emotions versus statistics, right? What would you like to say there? Well, obviously, we are humans. We are driven by emotion. Um, and i think that a lot of online tools facilitate that really well, you know, how many times have we seen a tweet or gotten an email where they say, you know, this many million people in this country are dealing with this issue and it’s like, okay, well, i don’t actually know a billion people, so i can’t conceptualize that very well, you know, but having a story that directly connects with you. And is someone that’s already been served by that organization helps you understand the kind of person that is may be dealing with that issue and the way that the organization helps them. Because that’s really what we need thio conceive as the person who’s going to take action. Isn’t that what does it really mean for a billion people to be dealing with this issue? But what does it look like to help a person with dealing with that issue? If i can conceptualize what changing the fate is, then i can understand how i can help it and be a part of it. But if it’s just the raw data, it’s really hard to see what the action is in that, and social media really helps with storytelling because you can have, you know, people interacting people sharing their own story in response to that story, it really facilitates that. But the other part of emotion is our natural competitiveness and, you know, not really wanting to say, oh, yeah, my friend karen gave a lot more to that organization that i did. Who says that? Who says, oh, i gave the least. Of my friends, you know, and and tapping into that natural competitiveness, you know, using your pressure for good is actually very successful. One of the research reports that we sight in the book was in pledges, so so, like a pledge drive over the phone, but still you could do this on social media. But when the caller you know, talking to the donor said that the previous caller had given more than they were about to pledge, they then up to their pledge and they upped it even more when the collar sad? Oh, actually, the woman before you, if it was a woman collar and once they knew it was the same gender is them, they gave even more so just by presenting the opportunity to be outdone by someone else, people wanted to beat them. We’re going to talk that’s, outstanding. We had a guest i had guessed professor jin xiang from the university of indiana, and she had done research with this was telephone based also with public radio in bloomington, indiana. When when? When certain, whether she had five key words and when they were used to thank the person you’re or to describe. The person as as a donor. So you’re very kind of you to give or it’s very compassionate of you to give that it increased the the donations right for that call. And actually i think that we’re doing it. I’m being a little inarticulate, but where they were doing it was i want to thank you for your kind donations in the past, or your compassionate or your thoughtful donations in the past, and we hope that you’ll you’ll help us today. Yeah, those using there were five different adjective she had and they could trigger they would trigger hyre giving than someone who who was just thanked. Thank you for your past giving, right. So this is this is really interesting when it’s gender and when there’s a comparison to the previous calling out how were they, you know, like what the language they were using because you don’t be snarky about it, right? Right. Do you remember i were introducing that it’s now the top of my head. It was something like, you know, similar. Like, thanks so much for your desire to give the woman before you donated fifty. How much would you like to donate? So you’re just kind of using it as a context setting statement and then giving them the chance to say, like, well, darn it, i’m given sixty five, you know? Yeah, yeah, excellent. Okay, um going back to your point about big numbers versus a face, i found a quote, i’m going to quote mother teresa, i found a quote that that’s pertinent to this, i think she said, never worry about numbers, help one person at a time and always start with the person nearest you. Social media can make a story come alive it complete person near you could be pictures on instagram. It could be video youtube video on your blogged you can you can put a face to the the homelessness or the hunger that affects a billion people right, and show people how their gift will will impact that that story right? And i like the part of the quote that says start with the person nearest to because that’s too, what we’ve talked about many times in the show don’t go out there and try and find these new people. You already have a community of people that you work with, that you’ve served. Start with their stories and then other people will come out of the woodwork. You know that identify with that story or that have also been served, but maybe i hadn’t talked to you before, so start with the stories you already have and just show them out to the to the rest of the community. Ok, so some peer pressure, yes, about suffering a little point about about suffering can be a valuable, motivated give yeah, it’s kind of a weird nuance on competition. It’s it’s part of why things like walkathon tze and challenges of you know, if i if someone donates five thousand dollars, i’ll shave my head because we actually really liketo watch each other half to deal with something that we don’t have to deal with. And so it’s it’s part of why we khun sake, great! You know, if you pledge, i’ll have to run this many miles. Terrific! I would like to see my friend have to run that many miles. Yeah, and again, doing that in a place where all those people you know in a like a thon process where all those people are competing for donations gives you both layers. Of the captain’s competing against each other for the most pledges, but then also all of their friends saying, oh, yeah, i want my friend to have tto shave his head back in the dark. Days before before, i knew you as well as i do. Those were the dark days. They were. Well, they were more your doctor, darker for you. If you’re going, there were much darker for you before you knew me then. And then before i knew you. I was used to now, so you’ve even like you, really? You haven’t liked me because i used to pay more attention to vanity metrics, then you and i have talked about vanity tricks, and i’m going to give the quintessential example of it in a second. I pay less attention to those things now more involved in the more thinking about the engagement, and i was paying at that time very close attention to the number of facebook like likes, likes of the show’s facebook page, and this was a couple of years ago, and i wanted to get to three hundred and i don’t remember where we started, right? But i with some high school friends of mine who were willing tto co chair, the campaign, i issued the blue pedicure challenge, and i said that i would get a blue pedicure if friends from anywhere but the two friends from high school with cochair radcampaign if we would get to three hundred likes and of course we did get the three hundred likes within a certain time is like two weeks or so. We’ve got three hundred and and i went across the street from the studio. Here, there’s, just get up on the second floor. There’s a salon and i got a blue pedicure and i had a video it’s sons on the youtube channel. It was great fun. Yeah, and people said, you know, a soon as we got the three hundred are weighted the blue pedicure. Yeah, it’s only gonna make good on the way we want to see the photo so i had video of me making my appointment, which was won. And then i picked my color. Nice different shades of blue, of course. Of course i picked my blue color. And then i went back a week later for my appointment, and i upgraded to the paraphernalia axe also, i got the paraphernalia. I don’t even know what that means, but well, they put your feet in warm wax. Oh, interesting wax. Okay, yeah. I don’t know what i’m supposed to soften. I think too interesting. That was my first and last pedicure left so many questions now, so well, they’re all answered on the video there i’ll go to the video i block i met blogged it too. I know it’s on the but certainly it’s on youtube blue pedicure challenge you took a multi-channel approach to this pedicure experience i did that’s true, because we campaign was in multi-channel on dh then the impact in the outcome were were probably blawg and certainly facebook on dh youtube e did take multi-channel provoc any other and plenty of engagement, lots of engagement it was great fun. Yeah, it was good. So pie in the face you use the pie in the face. Example in the back. There’s. A picture of someone one of the few pictures in the book has someone getting those lots of graphs and good pictures. Has someone getting a pie in the face and there’s a picture of alison’s dog in the book leah leah lida lida lida like peter with a now okay, why is why is there dog picture? Because they adopted her. And so there’s ah, case study in there about an adoption campaign. Okay, so there you go. There’s a picture and it’s a cute. I didn’t say there were no pictures. I said it’s not enough to suit me. Wait, we’re coming out in the fall with color book edition graphic novel way have just about a minute before break let’s talk about the last area of motivation sharing impact you and i talked about this before, but let’s just remind listeners how important that is. Yeah, and it doesn’t have to be, you know, i think a lot of organizations when they think sharing impact, they think, okay, well, you know what? The campaign’s over wilson, an email that says, we got all of the money and now we’re going to do though nothing. There we go, that’s the report, but but there’s versions of sharing impact that are kind of like evergreen content. You know, the putting, putting some of your expenditures or big, successful things in the footer of your email. So anytime someone goes in the photo of your website, anytime someone goes your website, they see this is how much money is being devoted two programs, and this is what those programs have created or whatever. There’s also reached the research that shows on donation forms where you actually show the impact of the money people donate more so again, just just keeping it really clear, clear and present all the time as an opportunity, right? Wait, go away for a couple minutes. And when we come back, of course, amy stays with me, and i hope that you do, too. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy. Fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Hyre more with amy sample ward coming up first pursuant their info graphic it is five steps to win at data driven fund-raising i’m always telling you that they are data driven here’s the proof this cool infographic shows you how to define your fund-raising goals what the most important metrics are and how to optimize to get your best fund-raising results be data driven, you should be it’s a good way to live you’ll find the infographic at pursuing dot com you’re quick resource is then infographics! How much simpler could it be? We’d be spelling super cool spelling bee fundraisers. You need money for your good work. I know you do throw a spelling bee and don’t get knocked out if you participate, don’t if don’t get knocked out on the word lettuce like i did in seventh grade that sucked, and to this day i can’t look ahead of iceberg lettuce because that’s all we had when i was in seventh grade iceberg was all we had. Now, of course, we’ve got bib and boston greenleaf red leaf, you could even throw shard in some people. Consider kale, let us so much broader let us spectrum now, but it was iceberg, then i can’t i can’t even eat iceberg plus it’s not very nutritious, i think, but i can’t look ahead ahead of iceberg lettuce without getting a stomach churn, so don’t get knocked out in the world. Let us check out the video at we b e spelling dot com, then talk to the ceo alex greer. Do it now. Time for tony’s take two hello and c tech for good. I was at that conference last month in north carolina and delivered my first workshop on podcasting. I’ve talked about planned e-giving and charity registration through the decades to be precise, but i finally they persuaded me actually to do something on podcasting, and i went outside my comfort zone and now it’s in my comfort zone, so i did it once, so expert on, but i’ve been doing it a long time, so the weapon are that it wasn’t a webinar was a workshop live in face-to-face it was five lessons from seven years of non-profit radio and hello to all the smart nufer philantech folks that i met there, there were few listeners there and insiders getting the insider alerts. Hello, jean lisa, caitlin heather stephanie, tiffani good luck with that podcasting project that you’re tryingto trying to get kicked off there. There were no guy listeners or insiders, there was always all women i don’t know it’s all un enlightened tech men in north carolina for some reason, i don’t know why many thanks for hosting me and see tek for good. Glad to have been with you, and that is tony’s take two here’s more with amy sample ward and me on her book social change. Anytime everywhere. Welcome back big non-profit ideas for the other ninety five percent there’s a bunch of you on facebook, there’s a bunch of you on twitter and join the conversation with those already there on twitter, use the hashtag non-profit radio thanks for joining us multi-channel let’s see what you bring in-kind caroline, caroline caroline xero eyes are san antonio is that i believe. Shut up, san antonio. Um okay, so we’re all about multi-channel we should have a plan for our multi-channel now. Engagement strategy. Turns out we are too, right? Yeah. You want to have goals? You and i have talked about some of this before, but right, putting it all together now. And you’ve put it together in a book, so it’s ah it’s worth it’s worth revisiting the stop? Yes, because they are important our multi-channel plan goals, but how are we going to figure out where we want to be? Well, especially for fund-raising you know, goals have to be really specific. It’s hard to say we’re going to do this year and campaign because we would like to raise some money and you know where we’re soup kitchen, we do things that are important, although important, not compelling has a goal for your staff to even create a campaign out of, but also for your donors to want to support. But if you can say if we raise this much money, it will actually give us this many meals in this much time, you know, three hundred meals over the course of the month. If we can raise this much money, people then can imagine both you know what their actual like hundred dollar donation means as faras how much is served, but it also sets you up to do more than your asking, you know, if you say we’re we’re shooting for ten thousand dollars and that gives us three hundred meals for the month of january as soon as you get close to the goal. It’s really easy to say terrific. Now, if we get ten thousand more, we can feed everyone for february two instead of those campaigns that you see where they’ve done a really great job, they’ve activated their community, and once it starts, they actually start raising a lot of money and then they get to the end and they think terrific close down shop, you know, the thermometer reached the top instead, you’re setting yourself up to go is much, you know, raise as much as you can in the time that you’re planning to run the campaign, and you also set yourself up. If, in case you don’t reach your number, you’re still able to report back in a successful way of saying, you know, we had high hopes of raising ten thousand and we didn’t get there, but we’re still have enough to do two hundred bills this month, and this is how you could help us, you know, after the holidays to serve those last hundred or whatever. So giving yourself a really clear goal lets you iterated kind. Of as the campaign goes and respond to how how it’s doing important, do you think tio have a time limit to your your fund-raising goal? Definitely ah lot, whether you have one week or a one month or however long that the time is, you’re going to see an initial tick and then a big drop in the valley and then as it gets closer, you know, everyone starts donating again, so it doesn’t really i mean, technically, it matters. You don’t want to say this is a yearlong donation campaign, but whatever the duration, is it’s really clear or it’s, really important to be clear about when the end date is so that people know? Okay? It’s coming oh, my gosh, i better donate now and and they actually respond to that e mail instead of just saying, oh, well, i could do it next time i remember or next time i have my wallet now we’re gonna have to figure out how to message, right? That’s it just campaign so that should be a part of our our plan also, exactly and a lot of organizations, you know when when starting to think about a campaign fund-raising or otherwise get really excited in that staff meeting when you start brainstorming like the catchphrase of the campaign, you know, and that can be fun and enjoyable, but very rarely are the witty catchphrase is actually the things that include the action and the ask so don’t spend too much time thinking of like balloons for ur or whatever like crazy thing that maybe is related to the campaign is because you want to make sure whatever very simple phrasing you use and then build your campaign off of includes the aschen, the action so what, you know, give or do this thing for, you know, this many meals in this time? And then once you have that core messaging, yu khun, start planning out of communications calendar that’s reflective of all those channels you want to use remembering, of course, offline or direct mail and not just e mail, etcetera. The other part about messaging that i see organizations forget about is is they concentrate on how they’re going to launch the campaign, and their communications calendar will say, you know, here’s, the first email that goes out and here’s how we’re going to decorate our facebook page. And rebranded there’s no date in that planet’s launch plan on them. Exactly, exactly for exaggeration plan. Sometimes organizations say, well, you know, we want to be responsive, we want to wait and see how it goes. Well, that’s totally fine, but you could still say our plan is to send a second email day three of the campaign, and we’ll be able to say what you contribute and you need to have planned out when you’re going to message so that you can say, great if day three, we’re going to send it on update email let’s, make sure later that afternoon facebook has an update as well, and not just another, you know, status report or something, so it helps you maintain a good flow across your channel. So it’s not always responsive and you’re you know, twitter isn’t just thanks, thanks, thanks, but also has things to share out. You know, that match your other communications you meant now you mentioned offline also. So this is that we’re not just talking about online social social networks, but the offline strategies should be coordinated, if that’s the way that you’re right, typically engaging with people, right? And some organizations may plan an offline launch event the day that the campaign is launching, so of course, you know there’s a lot to do there. But it’s also a good reminder to to capture content from that launch event that you can use throughout the campaign. If you have a bunch of people in one place, make sure summer your staff have their phones or flip cameras or something to take some videos, and then you have maybe half a dozen videos you can use during the course of the campaign that again, just bring up on individual story give you some divers content, etcetera, you know, whatever kinds of content you could pull from that live event. But it’s also a good reminder that many organizations, even while running a campaign, have other work that you’re doing. And so maybe you have a press event about some of your other work. Use that as an opportunity. Once the press component of that piece is over, you know you’re done talking about that policy change. You have a room full of people, then say great, you know, this is all done. I had now want to talk to you about this campaign we’re running, and we’re on day five and it’s going really well and here’s the story take advantage of all those offline opportunities to engage people kayman sample. Ward is a cz membership director of and ten, which you’ll find it, and ten dot org’s and the book that we’re talking about whether that she co authored is social change anytime everywhere you khun follow amy on twitter she’s at amy r s ward at which we know stands for rene the artist for rene and her block is amy sample ward, dot or ge? Get some more live listener love madison, wisconsin, tustin, california. Salem, oregon welcome, salem. Welcome you’re in. So you were in the salem several months ago. You were in somewhere in oregon. Weren’t portland, portland not very far away. Okay, italy, we don’t know what city in italy we just have a vague reference to italy. Bon giorno, chow. Welcome live listener love also tio sudbury in ontario, canada, and barnaby burnaby. Pardon me, burnaby in british columbia, canada. Two provinces welcome canada he’s offline strategies. Amy um, could also be so for aside from events direct mail if you usually using that. Channel telephone. Yeah, right. This these could all be coordinated in your three day or one week or one month campaign. Yeah, especially if you have stories that you know you’re going to use ahead of time in your campaign. You know things that you’ve collected in the past, because if you khun send a direct mail piece, especially just something simple, like, ah, postcard or, you know, an invitation to participate in the campaign that is from that person or telling that person story has their photo, and then two days later, you can send them an email that says, great now the campaign’s open and it has that same story. People then can say, yes, i know that story. I ready to kim. You know, i’m ready to join or actually remember that they’ve signed up with your organization at all, and that they should be engaging in this campaign. And that direct mail piece wasn’t a like mistake in their mailbox in their apartment building. What do we know about how donors give across multi-channel versus more traditional the off for the strictly off line? Well, that data is changing every year is we actually get more and more data at all have more people that we can ask survey, etcetera and and organizations are also becoming more sophisticated with being able to track there donors with they came from online or not, and then just able to report that data so it’s getting more it’s getting clearer every year, but really, we know that people that are online aren’t just saying because i found you online, i want to give to online or because i found you offline. I want to give to offline there’s actually a lot of back and forth that happens. And for most people, even if they are millennials, where people think for some reason, you know, young people only ever look at facebook even if they found you on social media, they still come to your website tto learn about your work and figure out if they want to donate to you so that relationship, maybe on facebook, that relationship may be off line at events they attend, but they still want to go to your website where they can kind of take control of what they’re looking at on your website and learn about your work. So it’s still really important that you have information on your website, but also that you provide that donation, ask an opportunity button, what have you on your website so that once they go there and learn about you, they could take that action? We also know that activists are seven times more likely to be donors, so we can’t treat people like, well, this is my activist list in this database and over here is my donor list because those activists are totally primed to now give you money, they just put their name on a bunch of work for you, they might as well, you know, give you ten dollars, so it isn’t just about allowing them to come to you wherever you are, but also making sure you’re giving everyone the opportunity to to engage in donation or fund-raising asks, excellent, uh, keeping with our multi-channel a z, i said you could join us on twitter using hashtag non-profit radio there’s some folks on the facebook page and we have a phone call. We have tim. Tim, welcome to the show. Oh, thank you very much. Hi, dad. Uh, that’s adorable. Dad called? Yes. That’s to sweden. Where you where you calling from? Amy sample wards. Dad. Well, i work important oregon, but amy was raised, and we live out in the country outside of portland. Okay. And, uh, of course, her mother knew first and called me and said, oh, my god, going to computer your daughter’s on the radio. I just had to get on here, listen and tell everybody i see how proud i am of this. Oh, thank you, dad. I love you. Now i hope you’re gonna listen. Other shows to tim, you know. Oh, i will now want you to be a regular starters down there. Yeah. Do you have? Do you have a question? You really want to ask amy? Yeah. When’s. He coming home. This’s too sweet. I love this. I’ll see you on saturday. You will at a girl. Alright. Financial proud of you, amy. Thank you, dad. Nice to meet you to let me on it’s. A pleasure to meet you, tim. If you want to, if you want. To ask a question of amy, you can call eight seven seven for eight xero for one, two, zero, eight, seven, seven for eight xero for one to zero. Or you can also treat us. We’re monitoring the hashtag and the facebook page. That’s. A very nice way of saying you’re stalking social media in case people ask questions. Here in the studio, i’m busy talking now control. We want to engage people in our messages, whether they’re online offline and you talk about the hooks we have just a little we have a minute before a break, what? Just once you just tease the idea of of the hook a little bit? Sure, i mean, different people have different ideas of messaging hooks and what you can do, but i think for people really thinking about multi-channel campaigns, the important idea of ah huh, look, is that that’s the consistent piece you’re going to throw in so that whether you’re maybe sharing a photo and a story of someone on facebook that day or you’re sharing a big infographic about, you know, all this work that’s going into the campaign or maybe it’s just tweets about simple actions people can take you use a consistent hooked to bring them back into the campaign. So when isn’t just like this photo or share this info graf or, you know, retweet this step, but there’s an additional hook that always connects it backto larger campaign so people don’t think, oh, the campaign must be over, and now they’re just sharing info graphics. But but that there’s always some peace. Hooking it all together, so it, you know, you want to break the campaign and into individual stories, individual images and smaller actions, but they have to be connected. Otherwise, people don’t get why am i doing this today? And i did this other thing yesterday. We’re going to go away for a couple minutes when we come back, amy, and i’ll keep talking about your your multi-channel plan and what should be in it, including the goals and the messages in the hook that we’re talking about. Stay with me. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked, and they are levine from new york universities heimans center on philantech tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising duitz just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. Hi, this is claire meyerhoff from the plan giving agency. If you have big dreams but a small budget, you have a home at tony martignetti non-profit radio dahna. Welcome back. I’ve got more live listener love asia so well represented inchon, china sold. I’m sorry. Inchon, korea in john career where the airport is, everybody knows that. Inchon, korea, seoul, korea welcome. Manolo haserot food out. China shanghai, china taipei, taiwan ni hao. Amy, did you know all these languages? No, i have been to korea, but i don’t remember much more than hello. Were you at the airport in inchon? No, you don’t know. You went to see flora. Different airport. I i flew into seoul and then hopped over. Teo, you know we’re other places. Okay, um, the these these little hooks you you have some ideas about matches the hook in as part of your your message plan might be that you have a campaign match which could be which could be motivating to people to give. I thought you meant matches like to ignite striking matches. Right, that’s. Why? I could see the look on your face. Keep talking until you come back till it’s. In my reality, we need to show some reality. Um, yes, matches are a great way. As you know, in a fund-raising like retirement today campaign. Especially when you know that money is already guaranteed you don’t necessarily have to just recruit a matching sponsor, you could say, well, the sponsors giving us ten thousand dollars anyway, let’s give this sponsor more visibility, give them more value as a sponsor, but also leverage that to get more individual donations. So saying, you know, this sponsor is goingto give for every one of your dollars, and we want to get up to ten thousand just like, you know, they will match or to say, you know, every time you do this action, they will donate so that way you can, you know, maybe you don’t necessarily have a fundraising campaign that’s pure fund-raising but you want people thio maybe donate, you have this sponsor that’s going to donate the bulk of the funds, but you really want to get some behavior change in your community. So the diabetes hands foundation did a great campaign what’s the actual fall diabetes hands foundation and you know, they’re they’re focused on people with diabetes and really making behavioral change so that they have healthier lives and and are healthier people. So they had a campaign where there was a matching sponsor, so they were going to donate every time people exercise for thirty minutes and then took did their test so that they were being able to see from their own results that when they took a test than exercise for thirty minutes and then took another test, how much better their results were blood a lecture on and then you report that. So so go onto the website or goto instagram and share a photo of view exercising and to prove that exercising for thirty minutes doesn’t mean you drive all the way to the gym. You change your clothes, you know, you do the thing, whatever it could just mean taking your dog for a walk that’s twice as long as normal. So you actually get to thirty minutes instead of maybe, you know, ten or fifteen around the block and realizing you don’t have to go out of your way to be exercising every day and still see those positive results in yourself. So every time you posted that you did the testing and you exercise into the test again, then the sponsor was going to donate. So of course you have all these people that for one month no. Every time i do this thing that i should do anywhere, you know, they’re going to donate money and then because you’ve done it for an entire month, and even if you only did it once a week, that was already for five times that you’ve taken this positive action and seeing how easy it is, and you’re that much more likely to continue that behavior outstanding. I love how it’s so closely tied to exactly what they’re what they’re mission exactly, exactly improvement of health, of people with diabetes. Exactly. So now, if we have these messages now, we need to identify who they’re going to go out, too and where where they’re gonna go out? What? Which way said you and i are always saying, you want to go to people where they are exactly, but it’s also not the same message, every single place i mean, we have all experienced those campaigns where an organization sends you an email and then post on facebook like the exact same two paragraphs that they just sent you in an email, and then you don’t hear from them for the entire month, and they’re just waiting for the response to come in, so recognizing that you’re going to have some consistent messages throughout the campaign, like we talked about with the campaign communications calendar, but also that they’re going to be slightly different and nuance. So you may see on facebook people not really catching the campaign, not really engaging, and yet you see people on twitter going crazy and sharing that information, so you’re going to have to address the facebook community, maybe with less information about the campaign, maybe that community is just saying we’re not really interested, so don’t be posting every single day, but otherwise they’re definitely going to tune out, whereas you could start engaging twitter more because people are really responding there. So it’s it’s also recognizing where to pull back and not just okay? Well, we’re going to send the ask everywhere another channel that you and i haven’t talked about it, we just have about a minute left. So is mobile yet for people who have given you permission, yeah, say little about mobile mobile is great for engaging people, especially in the middle of the campaign where you could send attacks that says, hey reminder, tomorrow is going to be the last day. So today, when you get home, you should donate or even include in the text the link so that they could go from there, you know, text message on their smartphone over to the to the web and donate their so long as you’ve actually optimized your website. So from a phone, the for the forum doesn’t look like this weird gobbledygook. Amy sample ward she’s, co author of social change anytime everywhere i’m very grateful that she’s, our regular social media contributor thank you. I really enjoyed having you on. Do you have so much banter with others? I want to believe that i give you the hardest time. Okay, well, i want then i in that case, i want you to continue believing that the book is social change anytime, everywhere get the book. We just talked about a small part of it. We talked about the fund-raising portion, but it’s all about engagement and increasing advocacy. Moving the needle on engagement get this book it’s ah it’s on you’ll find it on amazon social change anytime everywhere amy’s blogger is amy sample ward, dot or ge? And on twitter she’s at amy rs ward amy thanks so much, thank you, real pleasure every time next week. Social change. Anytime, everywhere, part do you gotta get this book for pizza it’s. Really? Very, very good. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers, we b e spelling dot com, a creative producer is claire miree off sam lee boots is the line producer. Betty mcardle is our am and fm outreach director. Show social media is by susan chavez, and this music is by scott stein, thank you for that information, scotty with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent go out and degree. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visit physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 30, 2017: Persuading The Wealthy To Donate & Your Board’s Role In Executive Hiring

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Ashley Whillans: Persuading The Wealthy To Donate

Ashley Whillans’ research reveals the language that stimulates giving from your wealthy potential donors. She’s assistant professor at Harvard Business School.

 

 

 

Gene Takagi: Your Board’s Role In Executive Hiring

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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the either ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the embarrassment of pem fi gis if you bullied me with the idea that you missed today’s show persuading the wealthy to donate ashley whillans research reveals the language that stimulates giving from your wealthy potential donors and your boards role in executive hiring. Jing takagi are legal contributor and principal of the non-profit and exempt organizations law group walks us through this important board responsibility hyre ing the executive officer that originally aired on july eleven twenty fourteen on tony’s take two the charleston principles we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we b e spelling dot com my pleasure. Now to welcome ashley whillans to the show, she just turned her phd from the university of british columbia. She conducts research with non-profits companies and government. She was a twenty fifteen rising star of behavioral science. In twenty sixteen, she helped start the behavioral insights group. In the british columbia provincial government next month, ashley begins her faculty career as an assistant professor at the harvard business school in negotiations organizations and markets she’s at ashley whillans and i’m very glad to welcome her to non-profit radio welcome, ashley. Thank you so much for having me this morning. Pleasure. Now, there’s. A lot going on in your life. You just got your ph d just last month, right? You just graduated? Yeah. That’s. Right. Uh, something like two weeks ago. I just got my my doctorate. Congratulations, that’s. Outstanding. Because because when we started, when we started emailing your your email signature said phd candidate and now it says ashley whillans phd. Yeah. That’s right. That was the most exciting email change i made recently. Yes. Right. You got to go into preferences signatures and change. Delete the word candidate that’s. Outstanding. Yeah, great. Yeah. Now i see you are not using period’s. Most people do. Ph, period d period. You’re opting against the periods. Is there some kind of ah, that a brevity fetish you have or something? What? Why’s that no periods. Yes. Efficiency, laziness, something like that. Okay, even those two keystrokes, those two period keystrokes. It’s. Too much with the right hand. Too much. Okay. Okay, on dh now, big, big changes coming up you. So you’re you’re in british columbia that you went to university of british columbia. But now you gotta move to cambridge, right? You’re moving tomorrow? Yeah. Moving tomorrow. Uh, morning. Cambridge, massachusetts that’s. Incredible. Um, good luck in the move. Are you are you a canadian originally? Your canadian citizen? I am a canadian. Okay. All right. Now, aren’t you at all concerned about our muslim ban? I know ashley willens. So that’s a suspicious sounding name to me. Is that a muslim? Ashley whillans is that a muslim name? Sounds sounds muslim. No, i i don’t have to worry about it, but i know it is an issue for some of my my friends. So this’s america shortly? Okay, you’re you’re friends, right? It’s affects a lot of people’s friends and that you know where the where the democracy, where everyone is under suspicion. So i did see your head shot and i did not see ah, hey, job on your head shot. So may i hope you’ll get through scrutiny. I don’t know what we’re looking at canadian citizens, how scrupulous were being. I hope you have no trouble coming in. Let’s, get to the substance of sort of self concept and and giving, let me ask, let me start. A lot of people think the wealthy are selfish. Is that so? So i would definitely hesitate against that general idea related to the research that i did. I think it’s, so i think that that wealthy individuals have a lot of personal control and so it’s not that wealthier individuals, on average or selfish, but rather that they and are used to and enjoy having autonomy or personal control over decisions in their daily life. Yeah, that autonomy then and an agency we’re going, we’re going to get to. There was a really interesting study in twenty fifteen of preschoolers, which is related to the work that you did and we’re going to talk about, can you? Can you summarize that for us? That twenty fifteen preschoolers research? Um so i think broadly, this wasn’t my research was that the preschool fighting is that kids from wealthier families actually give less tokens during an economic game in the lab than been children from less wealthy background, so they decide to keep more tokens for themselves, even when the tokens they’re going to go to other children who who couldn’t be there to participate in the study because they were at sick in half because they’re sick in the hospital, right? This study is just one example of many that are sort of proliferating in the social sciences, suggesting that, um, people from wealthier backgrounds tends to give less when one provided with the opportunity, right? And your research finds the way teo overcome what? What? Maybe? Well, it’s, your research points out that it’s really not something innate, but it’s the messaging coming from the charities that is a variable factor that can influence the giving of the wealthy and the less affluent, too. Yes, that’s right. So, really, what our research fight is that the and this is this isn’t necessarily surprising so fund-raising professional, they’re like, of course, you should table your message to your audience, but i think what’s, really. So what we find is that he’s more agenda messages, messages that focus on personal achievement and control are more effective it encouraging giving among those with the greatest capacity or messages that focus on what we can all do together to help the cause are more effective for those with the less capacity give but across our studies of more than thousand working adults from both chicago in vancouver, we don’t find any inherent differences in our studies between those with most the most money in our samples in those with please okay, samples so we don’t see a main effect where people who are wealthy orc are giving much less, and people have less money or giving maurine the content of the earth studies. But rather we find that depending on how the message is frame’s related to charitable giving, the wealthy give more or the left latto give more. Okay, now that sound very it sounds like you’ve said that those few paragraphs a bunch of times in the past couple months or so nastad sounded very, very polished and finished. Have you repeated those words a few times? No, not too much, not too much, but i have thought about this research a lot over the last three years. Yeah, okay. All right, well, it’s there’s a lot there. We’re gonna unpack it, but, um, yeah, i like the bottom line is that it’s not only about the wealthy and it the tailoring a lot of times fundraisers or anybody and non-profit they talk about tailoring a message? They mean used the person’s first name or, you know, address them personally or address them by ah, bye program that they’re interested in or certainly maybe e-giving level where, you know, but we’re we’re talking about cutting it. A different way. Which would be bye affluence. Do i have that on my perverting? Your researcher of kapin basically absolutely right. Okay, okay. We’re gonna go out for our first break. Thank you for telling me. I did not pervert your research. I don’t want to do that. We’re gonna go out for a first for our break. And when we come back, you and i will continue talking about persuading the wealthy and others to donate using the right messaging. Stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the either ninety five percent. Ashley whillans recent phd. We’re talking about her research on messaging and e-giving ah, the different levels of of affluence. Actually, you did this with riel charities. Is that that’s what i gather, right? Yes. That’s, right. So we conducted the research with an organization that focuses on effective plan to be the life you can save on. We’ve also done this with a large private university in the united states. Okay, i guess you’re not at liberty to say the the name of the university is that? Does that part of the agreement? That’s, right? Yeah. Kapin nondisclosure agreement. Okay, now we know that you’re headed to harvard business school, but, you know, that’s just may just be a coincidence. Oh, by the way, what? It wasn’t there, it wasn’t. It wasn’t there. Okay, but where were you going to be? Teaching? I mean, you know, it’s like getting your syllabus together right for your first. Are you going to teaching in the fall? I’m teaching in the second semester, so i’ll be teaching negotiations. I take the class first and then i teach in the second. Semester they make a making a new professor. Sit through the class, see that you understand how the class goes and you get a feel for what the classroom is like. Oh, man, and you get paid for that. You’re on salary while you’re doing that? Yes, falik okay, well, of course you have other responsibilities as well. You’re not just going to one, you know, just taking one class. And they i’ve been sitting on the quad for the they don’t let me off that easy. Okay? Cool. No, it’s. Very good for you. All right. So a charity without a canadian charity, the charity is in the united states. They’re both the both the college and the charity work in the united states. Ok, ok. Was that hard? Is that hard? Teo recruit charities too. Let you mess with their messaging? Yeah, that’s a great question. It definitely took a little bit of collecting initial evidence on the idea first. And i’m also part of the society for philanthropy initiative out of the university of chicago. So it’s run by john list and other economists who are centered at the university of chicago and there’s a conference every year that brings together fund-raising professionals, professionals, leading academics in economics, sociology and psychology. Two begin to think about and talk about using the insights from our fields and put them into practice. So that was a great source of connections for us when we went and tried to find field partners for our research professor john list in chicago, i think he’s been on this show, i’m pretty sure he has i’m i’m gonna go to tony martignetti dot com and search his name, but i’m pretty sure john list has been on. Yeah, that’s great, yeah, he’s a major he’s, one of the leading academic academics in the field of fund-raising so he really started the academic field of philanthropic studies and fund-raising looking at from a behavioral science perspective, his career really took off after he was on non-profit radio. So this is very auspicious for you. I don’t know if you know that this is a watershed, this watershed for you. I don’t know if you’re aware of that. Great, great. Now i have been. But now you are here. Yes, you know, gen shang. Do you know professor gen shang? I don’t know, you know. You’re not well connected, all right? We’ll have to connect you in the university environment. She’s another professor. Now it, uh i think she’s now at cambridge. The other cambridge? Not the not the knockoff. Cambridge. You’re moving to she’s. The original cambridge, i think. Pretty sure. Okay, so all right, so you recruited your charities and then what’s the next step? Yeah. What was next after that? Oh, you got a what we had a discussion about. You know what? Campaigns were upcoming that we might be able to do. Random i control trials. So that’s, where we’ve flip a coin essentially on dh randomly find everyone who’s going to receive a mail out to receive one of the treatments or the other treatment. Andi, that was actually done all by the university alumni office. So they were able to select one set of messages for the group that we randomly assigned in another set of messages for this other group. And then we were able to put these messages into the field and look at donation rates, both participation rates, so likelihood of donating to the campaign. And also the amount that people donated to the campaign. Okay. On dh it took about i think it was in the field for so we were waiting for the results for three or four months on dh. Then we were able to look at whether and how different messages affected different potential donors differently, and the charities had wealth, information or income information about the people who receive these melons right in our field study with the university office we hey, we did a little bit of guessing and well, so we didn’t have individual level wealth data, but we did have a zip code data. We were able to get the average level of well in the neighborhood that individual’s lives. We also knew how much they donated in previous campaigns, which is a pretty good indicator of wealth of someone who gives six, seven, eight thousand dollars to their university alumni office is probably a lot someone who’s wealthier than then another individual who’s giving five, ten, fifty hundred dollars over the last couple of campaigns. So we only that is an index of well, all right. That’s a good that’s. A good proxy. Ah, especially if it’s over over a period. Ah, good period of years or so that’s true. And you used ninety thousand dollars as the cut off between affluent and less affluent, right? So where we got that number is actually so those were from our more tightly controlled experiments in the field where we i went up to adults at different finds museums in vancouver and chicago. And we asked him to participate in a study who provided them with a windfall of money and prevented the opportunity. Donate either in terms of agency or communion is we’ve been kind of talking about and we measure their individual loss. Okay, so that was different. That was different. Fields, scratch that off. Actually, just emerged from our data. So wave randomly assigned everyone in our sample to see either these more achievement focused or these more community focused messages. And then we ran additional analyses looking at you know what? At what point that these messages focused on achievement really seem to be working on. We found that message is focused on achievement. Really seemed to start working at promoting giving around this ninety thousand dollar mark. So that’s, that point actually emerged from the studies that we were conducting. Okay, okay, so that so that was a different set of field research, the the ninety thousand dollar affluent level that was from the university or the or the or the charity mailing? Okay. Okay, well, by the way, what’s, your what’s, your windfall payment to participate in the research at the at the museum’s. What do you what researchers consider a windfall? Yeah. So when paul is money that you didn’t expect to get way, provided all of our participants with a ten dollar when thawed the beginning of the study. But we there’s a couple of things that we do to help people ten dollars that’s a winner money, ten dollars. A windfall. I don’t really like twenty, five hundred or five thousand or something, man. They’re underfunded, you’re badly underfunded payment. You could go for lunch or something or have a coffee. So what we actually do, though, is way. Tell people that’s their payment for participating in our study, and we put it in a foryou envelope on we tell participants to put that payment of money away. So those couple of small, small thing telling them it’s their payment for their effort in our studies and telling them to put it away and just sign for it how people on our studies feel a sense of ownership over the payment because we know that if so, then we can feel a little bit more confident, but the results will generalize to the real world because people are treating that more like their money and left life, you know, something that’s like a payment that belongs to the researchers as opposed to them. You people are pretty tricky like you. You’re really trying to pull the wool over our eyes if we’re if we’re a subject subject, yeah, it helps. It helps us feel more confident in our results if i didn’t and here’s some of our experiments all money, you know, can you make a decision with it? People are going to make a different decision then, if they feel like i’m now asking them tio part with some of the money that they’ve earned in our study, i see very wily ofyou, behavioral scientists. All right. Are you familiar at all with the research of ah, do you know the name’s, sara kiesler and lee sproule? No. Okay, old social scientists from when i went to college. But i thought you might have come across there. They were behavioral social scientists also. But i won’t dwell on there. There, the forefathers, for four founders, foremothers of your of your research, but it’s not important, okay. Okay, so all right, enough of the detail. Now what? Uh, what emerged from the the different messages flush it out for us. So what we found was that messages that focused on achievement encourage generosity among those with the greatest capacity to give so above that ninety thousand threshold that we’re talking about where’s messages focused on community. But we can all do together to help the cause, encourage generosity among those with the least amount of money in our samples. And this was true, as i said before, both when we measured individual level wealth and when participants knew they were in a study. And these findings also emerge when we conducted this research in the field with the university fund-raising office and people didn’t know that they were in a study. So we also thought that these messages focus on achievement promoted e-giving for individuals who were graduates of an elite business school in the united states um, and then that study it increased the amount that that individuals gave in the study. Now what you refer to as the communion message, by the way that’s interesting tries to work communion, huh? Why’d you choose communion instead? Of community. So this is just really a kind of jargon. Ease social. See there’s the trouble right there. Yeah. Jargon. We have jargon jail on a non-profit radio. It was the first problem, right? There’s the problem right there. Okay. Okay. So community is one way you can think about it. That’s totally fine if it’s with a lot of research and our field showing that people from different cultural backgrounds tend to think about their relationship with others in different ways. So in north american cultural context, we tend to be more gentle. We focus on this self as really standing out. Where is in more collectivist culture, such as in east asia? We focus more on fitting in, and our relationships with others are really important. Recently in the social sciences, people have started to draw parallels between these different cultural mindset and the mindset that are so secret with having more or less money. So i used the word agency and communion tow link this broader literature. But really, you can think about this in terms of agency or community that wealthier individuals tend to be more singularly focused and really wanting to stand out. We’re lost wealthy individuals tend, on average to be more focused to their community, so they tend to want to fit in with those around them. You have the gift of of ah, complete explanation and appropriate qualification, which will serve you well as a professor. A ll the professors i’ve interviewed, including john list have those gift detail and qualification were required. I know if you know that, but you’ve. You’ve acquired it through your three year study. Congratulations. All right. So so the message is that you used for the the communion. The message was let’s. Save a life together. That’s one example. Right? And then the for the individual achievement of the agency message he used you equals life saver. Those are those are a couple of examples of messages. Yeah, yes. Okay. And those would have gone out in direct mail is that is that right? There will be mail pieces. So in our initial studies, we had people in our studies read those appeals in the context of an actual experiments. And in the university fund-raising study, those messages went out in direct mail. So those messages were at the very top of what people saw. And at the very bottom, right before they made or messages like that break before they made their donation decision. Okay, okay. So, really, you know, a zeiss ed? The research applies to the affluent as well as the non affluent or less up. However you want to describe it, you want your messaging to be appropriate, and we’re introducing sort of a new variable. I think that or at least one that i have not scene which is messaging by wealth level here. Yes, that’s. Right. So i research really does show that thinking about or knowing something about the socioeconomic status or background of potential donors, i can provide one clue about the types of messages or appeals that might be more effective for for a different different groups. And again, this really fits with what we know in psychology about how well shapes the way we think about ourselves. So we know again, that’s the kind of reiterate we know that lower income individuals on average and we’re always talking about general, is to think about the world in a way that’s, more relational. How can i fit in with my community? How can i make a difference fight by being part of my group where hyre social status hyre hyre more wealthy individuals tend to think about right standing out from the crowd and how they can show their uniqueness or economy in their lives. So i think, knowing just a little bit about how well shapes the way people think about themselves is an important clue as to how we might want to frame charitable giving or messages of round fund-raising to encourage e-giving among both groups, andi, i also think that it’s important, so i think i mean, again, the idea of tailoring messages isn’t new, but i do think that this a gent iq framing this sort of focus on personal achievement or self, you know, control sort of seems teo conflict with the way that we think about charitable giving as something that together we all help an important cause. And so i think it’s important to another kind of important message embedded in this work, but sometimes we need to step beyond encouraging people to do things that have positive outcomes, like give charity or healthy for positive reasons, and instead focus on encouraging people to do positive behavior for reasons. That fit with their pre existing values on goals. I don’t know if it was your new york times op ed with your with your co researchers or was one of the pieces i read, you know, your insight could see you’re concerned about being contrary to the morality of charitable giving and that concept of community, but but i understand your concern, but we can we can help the community by tailoring the message appropriately, the way the way you’re describing, um i wanted to ask where we just have about two minutes left. Ashley so where now is your your research going to be heading? Is there going to be more in the in the fund-raising realm? Lorts yes, so i’m starting a major project now, looking at how we can encourage e-giving early on, so how can we encourage mindsets, associate with generosity and giving for kids? And what and what also our conversations? How did conversations between children and parents shape not on ly the way that kids think about the importance of giving but also shaped parents own behavior, so we want often and still in our children the important values that we care about. And we want to know how conversations about e-giving not only affect the way that children prissy e-giving but also affect care and some behavior, but they’re looking to their kids, they’re trying to instill important values to their families and in that could be reminded about the importance of philanthropy, and this interest really came out of a lot of research we did that didn’t work, trying to change people’s minds about giving or the importance of thinking about contributing back to the community, sort of later on in length that we were serving high net worth donors, individuals with hyre levels of wealth, and we found that some wealthy individuals who are more generous tend to think about their success is being drive from the situation from help from others on dh that that seemed to be powerful component on what afflict e-giving but when we tried to take that insight into the field and leverage it to encourage charitable giving were large and successful, one important question then becomes, how can we encourage this? You know, more communal mind set more community focused way of thinking early on before people become financially successful or go through education. And so have become really interested in my collaborators, and i have become really interested in serious about the rule of conversations, the powerful role of conversations, about e-giving early on, both for kids and for parents. And so those are some of the ideas that i’m going to be blurring of the next several years. Alright, excellent good explained like a true professor on, but i hope you just hope you’re not going to rob our children of their youth. We’re not gonna we’re not gonna do it let’s not go to that extent when as you as you in this children for your research work errantly designing about e-giving game. Okay e fine. And also i’m alright. Parents need not be worried toe have their children participate. All right, we have to leave it there. Actually, whillans congratulations on your new phd. You can. You can follow ashley at ashley whillans. Thank you so much for sharing and being a part of non-profit radio. Actually, thanks so much. And congratulations. Thank you so much for having me. Real pleasure. All right, take care. Your board’s role in executive hiring with jean takagi is coming up first. Pursuant, they’re infographic it is five steps to win at data driven fund-raising this infographic would probably be the on the other end of the spectrum from the type of research that we were just talking about with ashley, because this is going this distill things in, you know, five simple steps, which is not what academic research is, but while still valuable all data driven because, you know, pursuing tell you every week data driven they have, they have this infographic that will help you define your goal and what the most important metrics are and optimizing and tuning fine tuning for best results, learning through infographic, you can learn from academic research you can learn through in infographic because you are a you’re a lifetime lerner, and you’re a flexible learner, so don’t ignore the ends of the spectrum and the infographic and the peer reviewed academic research from the folks at pursuing dot com. You go there and then you click resource is then info graphics. We’ll be spelling supercool spelling bee fundraisers. You need more money for your good work. I know you do throw a spelling bee. Anybody can throw a party generic party well, maybe not. Anybody? I mean, i’ve been to some bad parties, but most anybody could throw a decent party but a spelling bee party that takes it to the next level with live music and dancing that’s a that’s, a true party and fund-raising, of course, for your because your your mission, your good work. Check out the video at we b e spelling dot com, then talk to the ceo it’s that simple. Alex greer now tony steak too. The charleston principles. My video is from charlotte, but the principles are from charleston, and i decided that they share enough common letters. First five teo to do a video inspired by charleston even though i was in charlotte and charlotte, north carolina, nicer town. I’ve been there many overnights and there when i shot the video and i’ve never been to charleston, but i can tell from the pictures charlotte’s nicer, i couldjust north carolina, i can see that i see from the pictures the charleston principles there’s a love that has nothing to do with you should’ve fast forward it best that all right, here’s, what we’re talking about charleston principles right now, it’s all about charity registration the state you know where you got to be properly registered need state where you solicit donations. All that charleston principles have some very good ideas and definitions of solicitation problem is it’s hard to tell which states have adopted them of largely, but i can help you. Check out the video at tony martignetti dot com. And that is tony’s. Take two now. It’s. Time for jean takagi on your boards role in executive hiring jean takagi he’s with us. You know him? He’s, the managing editor, attorney at neo non-profit and exempt organizations law group in san francisco. He edits the very popular non-profit law block dot com on twitter he’s at g tak g ta ke jin takagi welcome back, alt-right onen congratulations on one ninety nine. I’m looking forward to two hundred next week. Cool. Yes. I’m glad you’re gonna be calling in for with us. Thank you very much. Thank you, it’s. Very exciting. Really? One hundred ninety nine shows ago. It’s one hundred ninety nine weeks it’s it’s. Remarkable. We’re talking this week about the board’s role in hiring the executive. And i’ve i understand that there are a lot of executives in transition, i think. So tony and it looks like some surveys have confirmed that it’s certainly been an experience with some of my clients and even on boards i’ve sat on over the last couple years, and there’s, a great group called compass point out in san francisco there, nationally known as one of the most respected non-profit support centers and together with blue avocado, a non-profit online publication, they have a national survey on leadership succession in transition going on just right now. The last time they published the results was in two thousand eleven, and they found that sixty seven percent of current executive anticipated leaving within five years and ten percent. We’re currently actively looking to leave right then, and in two thousand eleven, the economic times weren’t so were so great, so sixty seven percent anticipating leaving within five years that’s a pretty staggering number. So now we’re already three years into that survey into that five year projection. Yeah, and sixty seven percent of two thirds. So if we had held this show off until two thousand sixteen, then it would have been moved. But there’s a new one coming out, you said, yeah, well, they’re they’re just starting the survey online now so you can participate on that. I don’t know the website, but if you, you know google non-profit transition survey executive transition survey, thank you, you’ll get that okay, and its compass point it’s a compass point and blew up a goddamn kottler who you’ve. You’ve mentioned blue vaccaro before i know. All right, so, yeah, two thirds of of ceos were expecting to be in transition within five years and where we’re only three years into it now. So the presumably these people are still looking. What? But boards don’t really spend enough time preparing for this kind of succession, do they? Well, you know, in many cases they don’t, and sometimes, you know, they might stay, they don’t get the chance because their executive director comes up to him and give him two weeks notice. And now, you know, the board may be used to meeting every month or every other month or even every third month, and now all of a sudden they’ve gotta ramp up their efforts and find an executive to come in in two weeks. That’s going to be really tough to do on dh, you know, again, if we say at any given time, two thirds of the non-profit executives are looking to leave their job, you know, it’s very likely that within your board term, you know, you may have an executive transition to manage, and sometimes with very little notice. So that’s that’s? Why? I think succession planning is just really a core duty of non-profit board. Well, how do we let them get away with this two week notice? I mean, the ones i typically see are, you know, the person will stay on until a successor. Is found you that’s, not your experience. Well, you know, you’re really lucky if you if you do get that situation, i think most non-profit executives are hired on at will basis. Meaning that there’s, not a contract to stay there for a given number of years. Either party can conception, rate or terminate the employment relationship at any time. And as the average, you know, employee may give two weeks notice to go on to another job there. Many executives who feel the same way that they, you know, they may feel like they own allegiance to an organization. But another opportunity comes up and it’s not going to be held for them forever. And they may want to move on. Um, and they may feel like what they gave the board really advanced notice that they might be looking for something that they might get terminated. So they may keep that information from the board until the last two weeks. Well, because all right, so that i am way in the dark because i would. I just presumed that executive directors, ceos even if small and midsize shops were not at will. But they were but that they were contract i mean, when i was a lonely back in my days of wage slavery, director of planned e-giving i was in at will employees, which means you can end it like you said, you could end at any time and so can they like, if they don’t like the color of your tie one day they can fire you, you’re at will. But but that that’s typical for for ceos and executive directors. Yeah, i think for smaller non-profits it’s very, very common. Oh, i just always assumed that these were contract positions with termination clause is and no, okay, but, i mean, you know, it’s, your practice, i’m not i’m not disagreeing with you, i’m just saying i’m okay, i’m learning something s o that’s that’s incredibly risky. So it is. It put you in that position of saying, well, i need to replace somebody immediately and i don’t you know, as a board we don’t meet very often can we even convene within the two weeks to start the process going? It’s going to be so much better if you had a plan of what happens in case you know, our executive every doesn’t give two weeks notice, and even if the executive says, you know, in your scenario, maybe a longer notice, maybe, you know, in six months, if they do have a contract at the end of my contract, i don’t plan to renew, you know, i think we should go through the process of looking for for a successor and having a plan or thinking about that plan that have just coming up with something on the fly is going to probably result in a much better choice for selection of a leader in the future and that’s going to be critical and how well the organisation operates and how the beneficiaries of your organization are going to do are they going to get the benefits of a strong organization, or are they going to suffer because the organization can’t do it? You can’t advance to commission as well as it should? No, i mean, you’re you’re calling it on the fly. I would say two weeks notice for an executive director, departing is a crisis, even four weeks notice. Yeah, in many cases, you’re absolutely right. Okay, i’m right about something. Thank you. You’ve got something right today. All right. So, um what do we what do we do, teo, to plan for this? Well, you know, i think the first thing the board has to do is start toe think about the contingencies. So what do we do and and actually want one thought that comes to mind that, uh, that you raised tony is should we get our executive director on an employment contract? If they are and that will employee do we want to walk it in? And they’re sort of pros and cons with that? If you’ve got, like, not the best executive director in the world, terminating somebody on a contract becomes much, much more difficult than if they were at will employees. So, you know, you kind of have to weigh the pros and cons, but, you know, revisiting your current executive director and the employment relationship is maybe step one, and suddenly he was thinking about, well, do you have a really strong job description that really reflects what the board wants of the executive director and the basis on which the board is reviewing the executives performance? And maybe the sort of initial question to ask in that area is do you actually review? The executive director and that the board you absolutely should. You and i have talked about that the board’s is not part of their fiduciary duty to evaluate the performance of the the ceo? Yeah, i think so. I think it’s a core part of meeting their fiduciary duties that really, you know, as a board, if you meet once a month or once every couple of months or whatever. What’s more important, you know, then really selecting the individual who’s going to lead the organization in advancing its mission and its values, and implementing your plans and policies and making sure the organization complies with the law. Taking your leader is probably the most important task that the board has, because the board is delegating management to the to that leader. Yeah, absolutely. And i think it’s often forgot naralo overlooked that individual board members inherently have no power and no authority to do anything so it’s only a group when they meet collectively, can they take aboard action? So for individuals to exercise, you know, powers on behalf of the organization that has to be delegated to them and typically the person responsible for everything is that ceo or the executive director. We’re gonna go out for a break, gene. And when we come back, you now keep talking about the process. The what? What goes into this process, including the job offer. So everybody stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger, do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets too. He finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. Time. Dana ostomel, ceo of deposit, a gift. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Got to send live listener love let’s. Start in japan with tokyo kiss or a zoo and nagoya. Konnichiwa, seoul, south korea, seoul, some someone south korea, always checking in love that anya haserot. Moscow, russia, mexico city, mexico, ireland. We can’t see your city ireland’s being masked for some reason, but we know you’re there. Welcome, welcome, ireland, and also taipei, taiwan. Ni hao, nobody from china, that’s, funny, nobody from china today, coming back to the u s we got cummings, georgia, in ashburn, virginia. Live listener love to you in georgia and virginia. Okay, gene. So now we’ve let’s say, we’ve learned that our exec is departing and let’s not make it a crisis situation, though let’s say this person is generous enough to give six months notice. So, you know, let’s, not make it a crisis. Where what’s our what’s, our what’s, our first step as the board. Terrific. And i’ll just add, even if you don’t, if you know your executive is not leaving any time soon and i think you should go ahead and start this process anyway. Oh, yeah, clearly we should be. We should have a succession plan in place. Yes, we’ve talked about it, right? Okay, yes, i think the first thing to do is get a committee together so it might include boardmember some outside experts outside with the board. If you don’t have that internal expertise and just getting different perspectives out there, some of your other stakeholders might be really important in what? You know what you want to look for in an executive in the future. So get that committee together first. Get the buy-in of the current executive director bonem so unless it’s going to be, you know, a succession plan for a termination? Yeah, we’re really unhappy with executive director, right? Let’s not get into that. Yeah, let’s get their buy-in and have them help in the process. Especially with your scenario where they’re giving us six months notice and everything is amicable. Let’s, you know, see she who knows better about the organization than the executive director that’s in place right now. So i’m getting there buy-in and help and contribution. I think it is pivotal. Does this committee have to be comprised of hr experts? Why? I think having a least one or two hr experts is going to be really helpful. But i i think it’s more than that. It’s, you need to program people who understand what the executive you know roll is with respect to advancing the program. You need the fund-raising people to know well, what is the going to do with respect to fund-raising perhaps the seeds, the lead fundraiser and some small organizations as well. So we need thio gather a bunch of different people with different perspectives and expertise to figure this out. And i think that’s a very good point to include a t least a programme expert. Now, could this committee include employees, or does it have to be sure you can i absolutely on dh, you know, you might even have have have different subcommittees in there. So eventually this is going to go up to the board. But as the the committee is doing the legwork for determining what you need an executive director and putting together a job description and, you know, perhaps, but the performance evaluation is going to be based on for the future executive director all those things can get, you know, be be aided by the contribution from several areas. Okay, okay, what are your thoughts on hiring a recruiter vs vs? Not well, you know, i think it depends upon what the organization’s resource is our and the organization should understand the marketplaces in a swell hiring two great executive director is the competitive thing, so, you know, if you’ve got a lot of resources and you’re able to you want to allocate an appropriate amount of resource is tio what i think again is making one of your most important decisions of the board? I don’t think you want to do this on the cheap at all. I’m just the same way i didn’t want you to do it on the fly or or or are in a rush matter-ness think you want to invest in this and you don’t have great expertise inside about things, about like, doing job interviews and doing background checks. On the sex thing, you know how to differentiate between one candidate and another when they all look good on paper and when they’re maybe professional interviewees, but they’re not. There may be not great leaders. How do you figure all those things that if you don’t know that on executive search firm could be a great help and it can just open up the marketplace of potential candidates as well? Especially if they, you know, decide to do a regional or even a national search, it really can ramp up hu hu you’re going see in front of you and the quality of the candidates that this election comedian the board eventually will have to choose from. Okay, does the committee now come up with a couple of candidates to bring to the board? Or is it better for the committee to choose one and bring that person to the board? How does this work? You know, i think the committee should be tasked with bringing several candidates up on sometimes it may be a multi tiered process so they might go through two rounds of screening, for example, and and at least let the board see who’s made. The first cut, and then and then, you know, present to the board, the final, perhaps two or three candidates. If you’ve got, you know, ones that are very close and in quality in terms of what the board want in an executive director, i think that’s pivotal. I wanted to add one thing, though. I’ve seen this done before, tony and i don’t really like it and that’s when. If a search committee or search consultant comes up and says, you know, to the board, tell me what you want in a good executive director, everybody you know, spend five minutes, write it down and send it to me, or you take it home and email it to me and tell me what you want. And then the search consultant collates the the the answers and then that’s, you know, the decision about that’s what’s going to be the qualities you’re going to look for. I think this needs a lot of discussion and deliberation and the value of, you know that that thought process and that really difficult thinking and getting all those generative questions out there is going to produce a much better product in terms of what you’re looking for and who you can get and how you’re going to do it. Yeah, you you send this tio use email and, you know, it’s going to get the typical attention that an e mail gets, like a minute or something, you know, it’s it’s going to get short shrift. And your point is that this is critical. It’s it’s, the leader of your organization you want do you want the contributions of the committee to be done in, like, a minute off the top of their head just so they can get the email out there in box? Yeah, definitely. We could talk about board meetings and another show, but put this at the front of the meeting and spend, you know, seventy five percent of your time talking about this. This is really, really important, okay, you have some thoughts about compensation, and we just have a couple minutes left. So let’s let’s say we’ve the board has well, i can’t jump there yet. Who should make the final call among these candidates? Is it the board? Yeah, i think it should be the board that makes the final approval, but they they’re going to put a lot of weight based on what the executive of the search committee, you know, tell them who they’re you know, the recommendation is okay, and i think that toe add one more thing to it is make sure the organization looks good to clean up your paperwork and your programming and even your facilities. Just make sure you’re going to be attractive to the candidate as well, because if you want to attract the best, you better be looking your best as well. Okay, okay. And the with respect to compensation now, we’ve talked about this before. What? What’s excessive. And there should be calms and things like that, right? So it’s really important to make sure that the board or unauthorized board committee one that composed just board members, approved the compensation before it’s offered to the candidate. Even if you don’t know that they’re going accepted or not, once he offers out there that compensation package, total compensation should have been approved by the board. And you want to do it with using the rebuttable presumption of reasonableness procedures unless you know its far below market value. Okay, if you get payed accessibly or if you pay somebody excessively, there could be penalty taxes for everybody. Including the board. Should be careful of that. We have talked about that rebuttable presumption before. Yeah. All right, jean, we have to leave that there. I look forward to talking to you next week on the two hundredth great. Congratulations again. And i look forward to it as well. Thank you, gene. Gene takagi, managing attorney of neo the non-profit and exempt organizations law group, his blog’s non-profit law block dot com, and on twitter. He is at g tak next week. Social change. Anytime, everywhere, part one with our social media contributor, amy sample ward. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. Responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers. We b e spelling dot com creative producer is clear. Myer half family bullets is the line producer durney mcardle is our am and fm outreach director. The show’s social media is by susan chavez, and this cool music is by scott stein. Be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe, add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gifts. 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Nonprofit Radio for June 23, 2017: Don’t Be The Founder From Hell & Your DR Plan

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Jim Nowak: Don’t Be The Founder From Hell

Jim Nowak heads fundraising for the dZi Foundation, which he founded. How did he and the Foundation manage his transition from executive director to chief fundraiser? He talks candidly about the board, job descriptions, ego and more. (We talked at Opportunity Collaboration 2015 & this originally aired 10/30/15.)

 

 

Dar Veverka: Your DR Plan

Disaster recovery: Ignore it at your own peril. What belongs in your DR plan? Dar Veverka is vice president of technology for LIFT. (This originally aired 5/1/15 and is from the 2015 Nonprofit Technology Conference.)

 

 


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Dahna hello and welcome to tony martignetti non-profit radio big non-profit ideas for the idler ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I’d suffer the effects of black ophelia if you tried to sugar coat the idea that you missed today’s show, don’t be the founder from hell, jim no ac heads fund-raising for the d c i foundation, which he founded. How did he and the foundation manage his transition from executive director to chief fundraiser? He talks candidly about the board, job descriptions, ego and more. We talked that opportunity collaboration twenty fifteen miss originally aired october thirtieth, twenty fifteen and your d our plan disaster recovery ignore it at your own peril. What belongs in your d our plan dahna geever ca is vice president of technology for lift. This originally aired on may first, twenty fifteen and is from the twenty fifteen non-profit technology conference on tony’s take two the charleston principles we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling super cool spelling bee fundraisers we be e spelling dot com here is gym no ac with don’t be the founder from hell. Welcome to tony martignetti non-profit radio coverage of opportunity collaboration twenty fifteen were on the beach in x top of mexico. My guest is jim no ac. He is president and co founder of zi foundation. They’re at dc i that’s deltas delta zulu, india from my air force days dot org’s dc i dot org’s and we’re talking about avoiding being the founder from hell. Jim is not that jim. Welcome. Thanks, tony for having me on the show. Appreciate it. It’s a pleasure. I’m glad we got together rubs what? Two days ago, right? I think we’re connected. And, um all right, you’re not the founder from hell, and we are going. We’re gonna take this way only have one side of the story, so i don’t have justin you because one of your board to collaborate to corroborate your your side. But you’re doing a session here. Yeah, i presume you’ve been. You’ve been vetted. Yeah, i’ve done done the session for the six years i’ve been coming. Job pretending collaboration. I keep offering. You know i don’t need to do the session, but it seems as i always say nobody ends up in that session by mistake, you know, people and it’s been interesting people, aaron really tough situations, very emotional, you know, that the social sector is a tough space to be in, and people are very passionate and it can be really charged, but we do our best to try to give people some tools, maybe walk through these these these difficult situations, all right? And in the six years i’ve been doing, you’ve never been challenged by anyone who said, no, that guy is the ceo. That guy he’s the founder from hell, no never had that challenge, but having no, but there, you know, again, i would say i only have one perspective to bring to it there are people that have different perspectives and say that would never work that are absolutely, and i’ve had some of them as guests, but but we’re getting the founders perspective, which i haven’t had before. Yeah, let’s, start with your history with the organization. I’m the cofounder, and now i sit is president we started are working. Paul. Seventeen years ago, it was around an expedition that had been climbing in the fall for a number of years and small expedition to climb. Memoria twenty three thousand four hundred foot what’s. The name of it from maury fremery three miles to the west of everest, on the nepal tibet border. Doing a new route has never been climbed. I was on there and eighty nine now back in ninety eight and in ninety eight found out about small girls home that was financially failing. Raised money in my local community to help bail this girl’s home out. That was the genesis of our work. Where’s. Your community. Where were you living then? I was living the vail, colorado, that and shortly after that moved to where were based now in ridgeway, colorado, southwest corner of colorado. Down by tell you right now. Okay. And how long have you not been the executive director? I was executive director for the first thirteen years. Okay? And then we started into a process of identifying we wanted to shift from there and bring someone in with better financial skills than than myself. But and it was early, early on, it was identified by my board that they want me to say connected to the organization i carried the history carried a lot of the donors carried those relationships on. They want me to become the development director. Okay, i’m going to get to the details of how that all played out. That’s that’s, critical part. But so it was for you, it’s been four years now since you were executive director. Is that right? Correct. Okay. And there is a new executive director. Hired and same person have been in the position for years. Yeah, we feel like we we did a really thorough an extensive search. Get a job and he’s still on the job saying individual okay. Okay, so, he’s uh, he’s executive director. Um correct, mark. Mark. And you won’t get a shot at mark. Yeah. Mark rikers, mark rikers. And you’re the president. Correct. Okay. Let’s, um, let’s start with the board’s role in this what i think is really interesting eyes that it was the board recommendation that you stay it wasn’t you as founder dictating. I want to stay with this organization. The impetus for having you remain came from the board. And also the impetus toe hyre an executive director came from the board, so it was to phase it was like we need to. And as my board affectionately refers to jim, if you get hit by a bus, this organization could potentially go down in flames. So the impetus came from some very skilled and wise board members that had experience in the nonprofit world. Had experiences change management leaders. We’re just very savvy and saying let’s, make our organization more sustainable and increase our bench bench strength. There had to be a lot of trust, a cross, you and the board, i mean, you had to believe that the board actually wanted you two remain and in the capacity that you ultimately became president and which is chief fundraiser for right, you have put a lot of faith in you’re in your board members telling you that believing what they were telling you. Yeah, and this is a really an emotional space for founder’s teo walk into because you could certainly believed that you were in a situation where you were being replaced, you and i that certainly took ah, was it took a while for me? Because that was my first reaction. I don’t think it was an unusual one. Hyre this changing roles and organizations is really tough work, i think it’s exceptionally tough if you’re the founder, if you were the very first person working on your own, you know, from monstrous hours and generating the organization, but pardon parcel of that is that i always had the belief that eventually, you know, in organizations everyone leaves eventually, and i always had in the back of my mind that the most important thing was that this organization lived on beyond me. And this was certainly a major stepping stone to that. What about the, uh, the composition of the board you mentioned? You had some change management people on your board talk about the importance of having the right skill set on your board. Help this transition? Yeah. I mean, it’s it’s, kind of like who’s. Do you have the right people on the bus? You know, and early on in our evolution, you know, i was way had a lot of people that knew a lot about paul, and that was great. But they were all foreigners, you know? And they had great skill, great passion and that but the evolution has been to bring in people with sound non-profit experience people who were changed management leaders that basically had their own consulting firms that actually helped corporal eaters and non-profit lee just walk through these really challenging transitions in the evolution of the nor is a t had that expertise. Oh, yeah, we have that three people that change management expertise. Yeah, that was that was really hughes. And then more than anything, maybe was that i had specifically two individuals that i trust implicitly, that they actually have my back. And that that boardmember board members that this was, you know, they had long non-profit experience, but that this was the way the organization could go and that i was not being, you know, put out to pasture and that that that this would be a very fascinating time for me to be able to find out what i really wanted to do instead of having to do everything you also had to trust that the board has the best interests of z in mind that and that their vision is at least, you know, parallel to yours. I mean, it may not be identical, but they yeah, they’ve got z in their in their hearts and and that that really, you know, one of the two individuals i trusted implicitly had been there at the first board meeting in my kitchen table, you know? And now we’re actually we have our board meetings at his board table on the fourteenth floor in denver office, you know? So i mean, that’s been a long evolution, but that had been fourteen years of that relationship, so yeah, i really knew that they had my had my back, a lot of trust ways, but not without a lot of emotion. And a lot of baggage, i’m sure is a tough, you know, you know, talk about the emotional, you know, you just just feel, is this the where am i actually going? What was actually going to happen to the organization, you know, what’s gonna happen to me because i really impassioned about this work and want to stay in this space, you know? So yeah, a lot, a lot of challenges and a lot of ups and downs, and i would say that that period tow walk through that and feel confident it took a couple months and they really took a couple months, and we laid out a very deliberate plan on the evolution of this after about a month into it. So i was starting to get on board a month of emotion. Yeah, the emotion continued, but then it started become irrational process. Yeah, because it started to develop and expand into what could be and i didn’t see that initially. Oi! All i saw was what what? What i thought was being replaced. Yeah, yeah, yeah, yeah. Initially that’s it. Yeah, yeah. All right. But you obviously overcame that. Yeah. Oh, and to add to that in this process and, you know, one thing that was really fascinating is that our entire board bought into the concept that as we moved into a new executive director, that the executive committee and myself would be the five people that would decide, and it would be unanimous on who we decide if we didn’t find them knives like your daddy way did not find that person, we would scrap it for six months and then come back okay, you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way dahna we’re going to get to the search. I spent more time on the board. You mentioned you had a lot of longevity on the board. Not not just the one. The one guy who started your kitchen table and now you’re in his fifteenth floor. Yeah, but you you yeah, you had other board members with long longevity. They understand the organization. They they have the best interests of z in their hearts to jury. I mean in our by-laws boardmember sze sit for three years, they have to be voted back on for another three years. They could walk away from the organization or immediately go to an advisory board that gets all the information doesn’t vote. After a year, they could be voted back on the board, but wave have everything we’ve had people that stayed a long time. We’ve had people that cycled and cycled out. I think that’s a really healthy for the cycle more than anything. New ideas, new energy, new vision. You know, new new things. Yeah. Onda connection disease work. Yeah, and and that that solid underpinning has always been that people have been there to anchorage, not just myself. Let’s, talk about the the search, the search process. You said it was the executive committee of the board for people and you. And did it have to be? You had to be unanimous. Vote on who the successor would be. Okay. He obviously had a lot of you have to be a lot of trust in that process. Yeah, from the rest of the board members. So well. And you too, you know. Yeah. Yeah, yeah. All five of you had to. Well, actually, the whole board had trust the process. Yeah, they had delegated the vote to the executive committee and you, but the whole board had trust this process. Yeah, they really did. And so there were some mechanisms that engaged staff engaged other board members, whether it was an opportunity for the three final candidates to be in our office and ridgeway and for people to come there and meet them and to sit in on a conference call with all the board members anyone that wanted to patch in, we actually had the three final candidates work with our financial officer for an hour and at ask questions around that they were in a closed room also with our the paul country director who was in country at that time. So they they all spent time with them. So it was really a deal where everyone had input. But there were five the executive committee and myself that were decided. Maybe a little detail. But i’m interested. What was the mechanism for staff to give feedback to the five people who are going to do the vote? It was basically threw the board chair. So they say the staff whether it was the financial officer in the whole country. Director they gave that him. Put directly back to the board chair on the board chair. Disseminated that to this election. Okay. Okay. Yeah. Um, was there a outside search consultant? No. No, we all did. With is completely just posted it publicly. Well, we posted it in all sorts of spaces, you know, on you threw the peace corps on on. Were located in a remote area in western colorado. So speak on the western slope. So we had lots of people in the denver area. Certainly. Um what we ended up through our network’s way ended up with sixty for paper applications. Now on dh. So that was what we started to wed our way through and pretty short. Or there were a third that it was really crystal clear they were, yeah, yeah, way too much of a stretch, and people asking to remove work remotely in new york for this job. So am i, and that was deal that we want people in the office, you know, you know, face-to-face on dh, so that was a real process, and and once we cold that list, then all of the board members were assigned. The executive committee search committee were assigned a certain amount of people to deal with, to make phone calls, too. There was a list of questions to be asked, and then that information was brought back to the search committee, and we started to, just with a little bit, whittle it down. Job the job descriptions, you’ve identified that as being critical, setting boundaries abound. What? What? You’re what you’re gonna be doing as president and not doing with the exec director is going to be doing let’s. Let’s flush that out job description. Yeah, that was that was really critical, you know, so to speak. What? You know, what was mark’s role? What was my role in what was our rule? You know, and how are we gonna work? Basically in the same office. And how is that going to make this kind of lateral move to be in charge of of all development, really focusing and digging into that, which is something i certainly had done, but i was doing a lot of different things, too. So that was just really critical and also having our executive committee really get into the weeds on that. And then, you know, it’s all about really owning that once it won once things transition about assuring mark who became executive director, but during the process, maybe at the point where he was offered the job or at some point he had to be reassured that this was not going to be a founder. Syndrome situation that he was stepping into. Yeah, what was that like? How did you well, we did that with all of our three final buy-in indefinite detail. And that was something that we put forth. This is how this out was, is how it’s changing. Okay? And, um, you know, i mean, this is probably a good time and, uh, it’s about somebody’s ego and, you know, what’s the what’s, the main driver, is it about you is about control, is it about not allowing the organization to grow past you and evolved past you? Or you’re going to keep a stranglehold on it on dh make things miserable for not only marked, but everybody else in the organization, so i want to double it more detail on how those three candidates got god assured that this was not going to be a disaster situation they’d be walking into mean, it had to be more than just the written job descriptions. Yeah. You know, i think one of the things that was really interesting is we weren’t, you know, quite often in this the executive director search or changes organization. What happens is it’s because the, you know, the staff’s upset programs are not being delivered properly, and financially, you’re you’re in dire straits. I mean, it was a kind of that’s, a standard, why you’re changing. We actually came from a really strong position, and we felt it was inappropriate time to make the shift financially. We were in good shape. Um, staff was quite happy with what they were doing, and programs were certainly evolving at that time. So, you know, nothing was perfect, but we certainly were not in the crisis mode. That’s quite often, what happened, so we were on the front end of this, but we were again realizing the vulnerability of of me is found, yeah. And they also had to be assured that you personally wood abide by the job description. Yeah, on everything that’s being said. I mean, you know, this is all in writing, and it all sounds good, but, you know, i was the new executive director could walk in and, you know, this guy jim is just blowing everything out of the water that we talked about, and now i’m in a bad spot. Yeah, yeah, yeah latto latto i had to trust you. Yeah, and that it’s a pretty standard situation. Yeah, you know, it’s pretty standard that it be negative. Yeah, is that demanded? And quite often, i do hear that people cycle through that know that first executive director didn’t work out. Now we’re into our second one, you know, we were fortunate and maybe i don’t know why, but i guess mark and the two other candidates believe me, you know, i mean, i really think it comes down to you know that and reassurance from the executive committee, no more trust, yeah was allowed to rest there’s a lot of stress. Yeah, we’re taking a big step here. Like i said, the paper documents are fine. But in the end, they could be end up being meaningless. It comes down to a human connection and right and trust. Yeah. Yeah, ego. You mentioned it before. So let’s, explore that it’s mostly your ego that you had keep in check for the for the good of z. Yeah, i think so. I mean, i’m no, no expert trust me, but i guess at the core of this is i’ve always held a belief of doing your best to hyre smart people than yourself on that doesn’t intimidate me. It makes us a stronger organization. So that’s a core belief of mine. Mine. Um, i why would i not try to bring the best and the brightest board members to the board, the best and brightest staff to the board? Um, that’s. Just a core belief of mind that that’s what’s going to make a sustainable organization, you know, that’s where the oil starts for me. All right, you know, and, um, hyre, you know, again, that core belief that my biggest responsibilities, this organization, lives on beyond me. Yeah. It’s bigger than you. It is much bigger than me. And then you, you know, from one person operation tow for people in colorado in twenty five in the fall. And, you know, fourteen girls is where we started serving over. Thirty thousand people now it’s way beyond me. I play an inter call roll i have in trickle power because i am the founder, but i’m on ly a piece of the puzzle and that’s that’s a healthy place for nor ization obviously there was a transition period where you had a share, a lot of corporate knowledge, with mark as the new executive director. Absolutely. You know, one of the things that was interesting way we’re in an office situation where we had two basic office rooms, and initially mark and i were going to work in the same room, and i just was, like, that’s not gonna work. We took the office next door. We’re connected by a door, but we can be close and have our own private space that i didn’t want him to feel that i was looking over his shoulder. Yeah, ever, you know, but there was institutional knowledge, you know, of our organization and what we done and our relationships and our funding and our partners and how we did things and where we worked and all that stuff that had to be transferred over and that takes time. That’s just a constant process of answering those questions mark was incredibly quick study, but i mean, i can’t imagine i’m thinking back out for years now, but, you know, he was really getting it after four months, six months a year, you know, it takes time and it’s, you know, and transferring those relationships, introducing him to those relationships is key and again, taking that letter will move away from that, you know, so that’s, what an and in a way, we also identified that it was an opportunity for me to become maur engaged in the board on dh i now sit on the board, i had never sat on the board. First of all, no, there was not in exhibition zoho ous founder, no, no one i was fonder, i said as the executive director, but i did not sit on the board and you don’t have a vote now. I didn’t have a vote that i don’t have a way out or not right now you’re on the board, but you don’t have a vote, correct. So i’m basically straddled the board on the kind of clutch between the staff from the boy. Why that decision to not have a vote i already have enough power is what the board felt, and i think that that’s the accurate, that definitely was another risk situation for me where i was like, wow, i’m losing control. Yeah, but founders have immense historical knowledge, respond relationships, they have immense power with organizations. And although that did feel uncomfortable, it was the right decision, you know, and quite a lot, itjust wass, you know, a lot of this feels like it has to be the right people. I mean, here you’re you’re you’re saying, you know, you struggled with not getting a vote being on the board, but not having a vote, but in order for this to work and for the board to be comfortable, you had teo swallow that you had to accept that and, you know, another person might not have been able to yeah, a lot of this, yeah, trust and and the personalities that people have to be right now, if it’s not the right people, then you’re not gonna have the trust and and we’re gonna end up with what i’ve had guests on the show say that which is when the founder leaves the leadership role here. She has got a several ties. Yeah, that’s really the default, right? But it sounds like if you arrive the right personalities, you don’t have to you don’t. Except the default. Well, i think there’s a couple things that play into that one is most times when people are shifting executive directors, it is a crisis situation, and maybe the management wasn’t very strong for so that’s that’s a pretty standard situation. I mean, for us, we were coming from ah, solid footing and the thing that was the constant phrase that we we used in our search was we need to find somebody with correct emotional intelligence to come in and not gutsy, but to build on pond what we’ve already created. And so that was it was really the baseline kind of tag line that way worked off the position as president created opportunities for you that you didn’t have as dahna in the leadership relies founder yeah, let’s talk a little about that because i think it was important for you to recognize that there was opportunity for you and the board was making that clear in the new president role. Yeah, and there i think the opportunity around it was too deep in my relationship with board members. And as i say, be that clutch between what’s happening in our work on the paul what’s happening with staff and that but a zai moved into the development roll exclusively. Really? What happened is at a time. I mean, i had time to follow some more creative, creative things i mentioned there was a knopper to nitti where we were invited from a little town that’s less than a thousand people in ridgeway, colorado, to create enter an event in italy and in france, where there’s a charity cycling about where it’s it’s basically a fancy camp for cyclists that i mean, they have massages and right insane amounts. That was three days of riding with over twenty five thousand feet of climbing racing. And so basically, we were able to bring in individuals who had financial capacity to commit to raising a significant amount of money for the foundation. Through this, this leverage point through their friends, and you would not have been able to pursue this no way and found a rolling no on and much band with way too much band with and then what happened out there that is we actually then deepened our relationships in london in the uk and we were a register as a charity in the uk. So now there’s the zi foundation uk and we have a board of trustees over there and they basically carried the work of the zi foundation in the uk raise funds for the paul that money flows through the u s and then in the fall so that basically become a whole new revenue stream that we never had nor would they have had anywhere near the bandwidth to take something like that on so it’s all those opportunities you know and looking around the corner what’s next and being very creative about it and that’s been very, very rewarding for me simple question in in the wrap up why the title president instead of director of development or institutional advancement? I think the board really wanted to honor my legacy with the organization, you know? And instead of just director of della development, they just wanted to honor my title is cofounder present your morning thank you for sharing means really some personal stuff talking about trust and ego and you know, being the right personality, so i want to thank you very much for for sharing. Yeah, thanks. I’m happy to share with anybody. It’s it’s, i think one of the things that happens is in these non-profits u u you changed from being student sometimes teacher, and i’ve been able to share this with a lot of people. It’s tough work at that level and i’m happy to share with anyone. So thank you for having me on pleasure you’ll find him at xero foundation dot org’s, it’s dc i foundation dot org’s tony martignetti non-profit radio coverage at the opportunity collaboration twenty fifteen on the beach i know you hear the waves breaking in its top of mexico. Thanks so much for being with us. Your d our plan with dar viv arika coming up first. Pursuant they’re content paper. They want you to know about its breakthrough fund-raising like all their content it’s free and this one is going to train you on break through thinking where you will learn how to solve the challenges facing your office, how to set a breakthrough outcome and what that means and how to create a culture of breakthrough thinking. In your office breakthrough, you can do it. There’s good ideas in here. The paper is breakthrough fund-raising and you get it at pursuing dot com click resource is and then click content papers. We’ll be spelling spelling bees that raise money. It’s a fun night out at a local place and it’s not your seventh grade spelling bee. You need to raise more money. I know you do. You can do it. We be e spelling dot com. We’ll help you. We’ll be spelling now. Time for tony’s take two the charleston principles this is something that relates to charity registration, which talked about love three weeks ago or so roughly three, four weeks ago was the video on that charity registration morass. Now i’ve got one on the charleston principles. They were created in charleston, south carolina, and they have very good suggestions for states it za recommended body of laws for states to adopt around charity registration to try to standardize things. Trouble is ah, lots of states haven’t adopted them. It’s not too clear where they’re adopted. Eso it’s not really all that standardized, but they’re good ideas and they are in some states the charleston principles. Check out the video at tony martignetti dot com it will help you with charity registration. And as always, i can if can you help with that, too? That is tony’s take two here’s darby barca with your disaster recovery plan welcome to tony martignetti non-profit radio coverage of ntc twenty fifteen the non-profit technology conference were in day two. We’re in austin, texas, at the convention center and my guest is dar vivir ca she’s vice president of technology for lift a lefty, and her workshop topic is avoiding disaster. A practical guide for backup systems and disaster recovery planning you’re welcome. Thank you very much. Good to be here. It’s! A pleasure to have you ah, this day two we’re highlighting one swag item at and ntc her for interview. And, uh, i have a double chip biscotti from a sputnik moment. The hashtag is hashtag is sputnik smiles and i’m told that the glasses go with the biscotti so this is essential. This is this interview’s swag moment. Thank you very much. Sputnik smiles and it goes into the goes into the swag collection. There it is. Okay, door. Um we need to know some. Ah little basic turn. Well, you know what, before we even get into why is disaster recovery and the related and included back-up so i don’t know if it’s just for gotten ignored, not done. Well, what inspired the session is a organization i used to work for. We were required by auditors to do a disaster recovery plans. So when it came time for the annual audit, i got out the current disaster recovery plan. It went all right, i’m going to go ahead and update this, and when i discovered, when i read the plan was there were servers that were eight years gone for last eight years server and reading the planet was very clear that what the previous person had done was simply change the date and update the plan for auditors. And as i thought about it and talk to other people, i found that that actually happens a lot people. It’s, d r is sort of that thing they don’t have time for because no one ever thinks it’ll happen to them, so you push it off, you push it off, and you either just download the template, you know, a template off the internet. And you slap a date on it and basically fill it out just for the auditors. But a lot of organizations never actually think through their disaster recovery, they don’t get into the details, they don’t worry about it, and then when a disaster actually happens to them, they’re sort of stuck. You don’t have a plan that i don’t have a functioning christian, and they’ve never tried it out. So that was what inspired the session, and as we dug into it, we we tried to give the thirty thousand foot view because disaster it cover, you know, there’s an entire industry, the deals with technology, disaster recovery. You can spend days on this topic, and obviously we didn’t have days we had a ninety minute session, so we tried to give the thirty thousand foot view of the practical items you need to pay attention to if you’re not confident in your organisation’s d our plan, if you i don’t have a d our plan or if you do and you really don’t, you know, you think it really needs an overhaul that sort of the top ten of items of what you should really be looking at. When you’re dealing with disaster recovering backups and we tried to give some several practical examples myself and the other speaker and andrew, who could not make it this morning of disasters we’ve had to deal with as well as other well known ones. Yeah, okay, do we need some basic language? Wait, get into the d r disaster recovery topic short jr is one of them disaster recovers, often referred to his d r it’s often spoken about in terms of business continuity or bc, which is sort of the larger plan for the entire organisation. Should’ve disaster strike there’s you know, there’s very d are specific things such as our poet recovery point objective that we could talk about your rto, which is recovery time objective there’s very specific language like that for disasters. It’s usually just referred to d ours. So whenever we say d arts disaster recovery okay, we’ll see if we get into those eyes and i could explain this week. Okay, um, all right, so clearly we should have a disaster recovery written just recovery plan. Even if we’re an organization that small enough that doesn’t have an annual audit, we still should have. Something in place? Yes. Okay. What belongs in our day? Our plan top ten things. You need a contact list for your team. So if you have a top ten of the d r i do of what should your plan d our plan? You know, it could be anything from a five page outline that just covers the basics. And in in our sessions slides, which i’ve posted in the ntc library gives it some good resource is for doing a d our plan or it could be a, you know, a huge hundred page document. It covers absolutely every aspect of business continuity or something in between. It’s going very by organization. And the reality is, if you’re a small organisation with a small team, you might only be able to do the five page outline. But that’s better than nothing. That’s better than no d our plan or a d r plan that realistically hasn’t been updated in the last ten years. But i would say, you know, the top ten you really should have in your day. Our plan is number one. A contact list for your team members. You know what is the contact for? Your team, folks, your business continuity folks, if you normally would get that out of your email and you’re in a disastrous situation, you know you can’t get to your email or, you know, like we’re ever going through. And i want listeners to know that she’s doing this without notes, i it seems very confident that she’s got the and hopefully i remember altum in-kind get seven out of seven or eight of ten will be ecstatic, but so continue. Oh, but i want to say, yeah, as we’re going through, consider two organizations that may not have someone devoted to it correctly. This is our listeners are small and midsize non-profits right? They very, very well just all be outsourced, or it falls on the executive director’s desk. Excellent point. Would you cover that in the session? So t finish at the top ten contactless three team members contact list for your vendors, a call tree and some sort of communications. How do you tell your organization in your members that you’ve had a disaster? Either your servers have gone down your parts of burst and your communications air underwater. How do you do that? What is your? Network look like so. Network diagram process. Outline how you’re actually going to do your disaster recovery. A timeline? How long do you expect these activities to take before you, khun b live again? A list of systems and applications that you’re going to recover. If you’re a large enough or gore, you can afford a hot site was called a hot or warm site where you can immediately switch over two other equipment. You know, information about that. You’d need that to start your recovery. And then also information about your backups. You know, who’s got your back ups? What system are you using? How do you, you know? Get those back. So those air sort of like the top ten things or d our plan should have alright, let’s dive into the the process. Okay? A bit is that intrigues me, bond. Hopefully listeners? I think so. I think i have a fare beat on what’s. Interesting. I hope i do. Um, yeah. What? How do we start to think about what our dear process should be? But first, i have to think about what all could be a disaster for your organization. A lot of people think. About things you know, earthquakes, hurricane, sandy, hurricane katrina, but it could also be water pipes bursting in your building. That is one of the most common thing if your server is not properly protected. Which a lot of a lot of stuck in closets ah, dripping pipe water. We call those water events and that seems to be the most common thing departments encounter is leaking pipes in the building or some sort of a flooding situation, but it could also be an elektronik disaster. Such, i’ve worked at an organization that underwent what’s called a ddos attack, which is a distributed denial of service. It took out our entire web presence because malicious hacker hacker went after that’s where there’s millions of right network and they just flood your network seconds you’re overloaded and yeah, and that’s a disaster situation. So one why would they attack like that? Why wasn’t non-profit attack malicious? The cp dot organ are attacked out with avon marchenese travon martin decision. Folks attacked our our petition site way. We were able to get it back online, but for a couple of hours yeah, we were off line and that could be considered a disaster situation for sure. Yeah? How do you help us think through what potential disasters are not even identify them all i think about what could affect your or what you wear, you vulnerable? Some of the things we talked about in the session where? Think about how would you get back online if the’s, various things happened to you are your are your services sort of in the cloud? Do you have servers on site and start there when thinking about your process is what would you have to recover if these various scenarios affected you or with these various scenarios? Scenarios affect you. If your website is completely outsourced to a vendor that has de dos protection. Okay, that’s not a scenario you have to worry about so kind of analyze it and every organs going to be different. You know, if you live on the west coast, you’re probably concerned more about earthquakes than other regions. So it’s it’s going to vary for each organization, what sort of disaster you’re going to be worried about? And then you start getting down into the practical nuts and bolts in terms of who are your disaster recovery people, who’s. Your team, if you’re really small lorry, that might just be you or as you mentioned before, if you’re using outsourced, manage service provider and your vendors responsible for that, make sure your vendor has a d our plan for you? Ah lot of folks just assume your vendors taking care of that, but when it comes right down to it, do they actually have d our experience? Can they recover your items? Actually sit down and have that conversation? Because so many of the small org’s, as you pointed out, do use outsourced thes days? There’s yeah, there’s a lot of manage service providers that specialize in non-profit, but you need to have that conversation. Don’t wait till you’re under a disaster scenario to discover that groups they don’t actually have that experience have that conversation ahead of time. What else belongs in our process? Outlined in your process that outline? If you’ve got a another site, either a cold, a warmer, hot site or if your stuff is based in the cloud, where would you recover to? The hot side is some place you go to drink cold water or hot? Sure, a cold site would be where? You’ve got another location let’s say you have a dozen servers at your location and in the case of your building, being inaccessible or underwater, a cold site would be where you’ve got another location you could go to, but you don’t really have any equipment stage there, but it is another location you can begin operations out if that’s a cold sight there’s nothing ready to go, but you’ve got a sight a warm site would be where you sort of have a skeletal equipment there it’s far less capacity than you’re currently at, but you’ve got something there it’s not live, but you’ve got stuff ready to go that you can restore to and get going. And a hot site is where you can flip over immediately. Your live replicating to somewhere else, it’s ready to go? It might not be full capacity, so it might not have, you know, full blown data line size that you’re used to might not have your full range of service, but it is live and you could switch over near instantaneously. That’s a hot site, ok, eso you’d want that in your process and you’re going to want to think about what are you restoring and that’s, where we get into the backups? What comes first and that’s, where you start getting into terms such as recovery point objective and recovery time objective those air to very common d our terms recovery time is how far back are you recovering too? And what does that mean for each system? So if it’s your donorsearch system that’s probably fairly critical, you want a recent restore of that? If it’s a system that doesn’t change very much, maybe a week ago restores okay for that sorry that’s recovery point objective recovery time objective is how long does it take you to get back online after a disaster? You know, ifyou’ve got to download your data from an external source. Has anyone thought about how long that’s going to take you to get the data back? Is it going to take you fifteen hours or three days? So it’s in a lot of folks don’t think about that ahead of time, they just go oh, you know, we’ll we’ll pull it back down if we have a disaster, but they don’t think about instead of their nice normal data communications, they’re going to be on a tiny d s l line trying to pull down one hundred fifty gigs of information and it’s going to take a week to get it back down. I have to say you’re very good about explaining terms and thank you, proper radio. We have jargon jail? Yes, we try not to neo-sage transcend you haven’t transgressed cause your immediate about explaining exactly what recovery point river and recovery time objectives are. It could be very confusing. You know, if you don’t understand the terms in tech, you can be confusing what folks are talking about, and that was one of the the focus is of our station session is making it less confusing and being very practical, practical about what you can or cannot do, and if folks go and look at our slides, they’ll see on several of the items we did a good better best, and we tried to talk about that all throughout the session because we realized again for a small ork or, you know, even a large order that just doesn’t have the resources to devote to it. You might not be able to do best practice, but you could at least try. A good practice that would be better than nothing. And then so we do a good, better best for each. Each type of thing, like what does a good d our plan look like versus the best day our plan, and at least try and get to that. Good, because at least you’ll have something. And it could be a continuum where you try and improve it along the way. But you’ve got to start somewhere it’s. Better than just ignoring it, which is what happens at a lot of places. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guest directly. To sign up, visit the facebook page for tony martignetti dot com. Duitz i’m chuck longfield of blackbaud. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Do we need thio prioritize what’s mission critical and yes, we can work with out for a time. Yes, how do we determine that? Definitely we talk about that in terms of its not just a knight each decision either because we may think that the emails the most critical thing out there, but development may see the donor system as the most critical out there program might think that the case management system is the most critical out there, so you finance wants their account, they want their accounting system up. Obviously you’ve got to have an order in which you bring these things up. You’re probably not gonna have enough staff for bandwith or, you know, equipment to bring everything back online, so there needs to be and hopefully your executive team would be involved in deciding for the organization what is most critical in what order are you going to bring those things up? And that needs to be part of your d r plan? Because otherwise, if you’re in a disaster scenario, you’re not going to know where to start and there’s going to be a lot of disagreement of who starts where so you guys need to decide on the order, okay, we solve a few minutes left, but what more can we say about d r and related? Back-up that’s not going to wait till i’m back up because i think we could do a little bit in terms of d r i n st key points on backups are check them because a lot of time, yes, monthly or quarterly, at least is anyone looking at your back-up back-up work-life one of the scenarios that we talked about that actually happened to my co speaker, andrew, was that their server room flooded and it hit their razor’s edge server, which is their entire c, m, s, c r, e, m and donorsearch system, and they thought it was backing up, but no one had actually check the backups in the last two months, and it was on, and it was not s o in terms of back-up just typical, you know, pay attention to the maintenance. What do you backing up? Has anyone checked it? And again, if you’re using a manage service provider, make sure if they’re responsible for for looking at your backups of managing them, make sure they’re doing that. You know, double check and make sure that they understand that your backups are critical and they can’t just ignore the alerts about your backups. You know, you don’t want to be in the unpleasant situation of three of our servers just got flooded. We need the data and discover nobody was backing it up. It ain’t exactly okay, all right, anything else, you wanna leave people about back-up before we go to the broader diar? No, i think that’s good for those were the highlights for it. All right, so back to the disaster recovery. What more can we say about that? There are going to be a lot of watches if you’re in a large d our situation. And so one of things we stress is one getting down into the details of your d. Our plan. Before disaster hits. You see, if you’ve never thought about how you’re actually going to do the restores air, actually, how you’re going to be rebuild those servers. You need two ahead of time. A lot of folks never practiced have a fire drill. I hate fire drill, but and you don’t have a live fire drills in this case, it might be a live fire drill. You don’t want to have that, so you should make some effort to practice, even if it’s just something small, you know, trying to restore one server. I mentioned in this session that i was put in a situation years ago at johns hopkins university, where we were required to have verification of live tr practice, so i was put in a room that had a table, a telephone, a server, and we were carrying two laptops and we couldn’t come out of the room, and so we had completely restored our domain. We had a set of backups on the thumb drive and added the second laptop to that domain improve that we had restored the domain, and an independent person that was not connected to our department was monitoring to make sure we had done it, and we had to prove it, and that was an eye opening experience is as experienced as i was doing that i’d never done it live, and it took me three tries to do it so that’s, right? Encourage folks to really try and practice this stuff ahead of time and get down into the you know, the weeds on their on their d our plan and, uh and also to think about it, you weren’t fired because wayne johnson no, no, no, i actually like too much, john soft. No, we we did complete it within the time frame, but we were a little startled when we discovered that we thought we knew how to do it first time out, and we kept making little mistakes. There were two of us and they’re doing it, and we were surprised ourselves that we thought, oh, of course we know this. This is not a problem, but no, we were making little mistakes because we didn’t have the documentation down. A specific is it needed to be. And so that was a very eye opening experience. There’s a couple of their d r gotchas we talked about, which is crossed. People don’t think about the cost ahead of time. How much is going to cost to get you that data back in the instance of my co presenter who had the damaged drives, they weren’t expecting a near ten thousand dollars cost to recover those drives, but that’s what happened when they didn’t have the backups? They had to take those hard drives to a data recovery place, and the price tag was nearly ten thousand dollars. Dealing with insurance is another big one that people don’t think about having to account for all of the equipment that was lost, and dealing with that insurance morass often gets dumped on the auntie department in a small organization. There’s not, you know, a legal department that’s going to deal with that it’s going to be you so to, you know, kind of talk to your insurance provider ahead of time and see what all you have to deal with in a disaster situation. So you don’t get an unpleasant surprise if you’re ever in one a cz well on the insurance topic, just are you covered? Exactly what you think is your equipment covered? And what do you have to do with that? In terms of accounting for it? If you suffer a disaster, you know the gooch is we get so a couple of minutes, if if oh for days. About consciously trying to think about somebody we don’t hold back on non-profit video uh, i think some of the other ones that we covered in their thick wit mint again to the cost, how much is it going to cost you? Two gets new equipment and did you account for that when you were doing your d our plan and a time to recover? A lot of folks don’t understand how long it may take them to do a recovery and also deciding what is important and what is not important, not just in terms of what should be restored in what order, but in terms of practical things, do you really need to restore your domain? Er, or could you just start over from scratch if your domain only contains maybe fifty accounts and doesn’t have any associated servers faster for you to just start over and just recreate the domain immediately? Especially if a lot of your emails in office three, sixty five or google maps, you could reconnect it very quickly. So, you know, thinking about more practical gotsch is like that with that, you should think about have time, you know, obviously it’s that’s the best practice to think of all these details, and we realised folks may not be able to, so we provided someone sheets and some samples of them of just quick, yes or no questions and thinking this through and things to think about and where will we that is not notice provoc radio has a professional sound i don’t know about ntcdinosaur ten, but that was a way over there. They’re on their own. They can come to us for expertise if they if they need to, but, um, see, now i messed myself up because i ask you about something, but we were just talking about how much, how long will actually take you to recover things and whether or not you should practically skipped recovering something because it might be faster to rebuild it. Okay, i have a follow up to that my smart ass humor, maybe lose it. All right, so why did you leave us with one take away d, r or back-up the session was a little bit misnamed because technically, you’re not going to avoid a disaster. You really can’t. In many cases, you’re not gonna avoid the flood you’re not going to avoid. The earthquake if you’re in that region, so you need to plan on how to deal with it. So it’s more like avoiding avoiding your d are becoming the disaster because you’re not going to avoid the disaster itself, so you might as well plan for it. Outstanding. Thank you very much. Door. Thank you much. Darby america, vice president of technology for lift. This is tony martignetti non-profit radio coverage of ntc non-profit technology conference two thousand fifteen. Thank you so much for being with us. Thank you. Next week it will not be fermentation. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled. And by we be spelling supercool spelling bee fundraisers we b e spelling dot com a creative producers. Claire miree off. Sam liebowitz is the line producer, but he mcardle is our am and fm outreach director. The show’s social media is by susan chavez. And this music is by scott stein be with me next week for non-profit radio big non-profit ideas for the odd learned ninety five percent go out and be great. What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful posts here’s aria finger, ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were. And, uh and and no two exchanges of brownies and visits and physical gift mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for June 16, 2017: The Unfinished Social Entrepreneur

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Jonathan Lewis: The Unfinished Social Entrepreneur

Jonathan Lewis returns with his new book, “The Unfinished Social Entrepreneur,” a collection of 21 original essays on a career in social entrepreneurship.

 

 


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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host. Oh, i’m glad you’re with me. I’d suffer the embarrassment of booth al mus if i saw that you missed today’s show the unfinished social entrepreneur jonathan lewis returns with his new book, the unfinished social entrepreneur, a collection of twenty one original essay’s on a career in social entrepreneurship on tony’s take two, let planned e-giving cooperate. We’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling super cool spelling bee fundraisers. We be e spelling dot com my enormous pleasure to welcome back jonathan see luis he’s, a life long social justice activist and social entrepreneur. He’s, the founder of m c e social capital, a social venture that leverage is one hundred ten million dollars of private capital to finance tiny business loans to deeply impoverished people, mostly women in thirty three countries in the developing world. He’s, also founder and president of the opportunity collaboration where i was for three, three years, an annual strategic business retreat for four hundred. Fifty senior level anti poverty leaders from around the globe. He’s, the co founder of copia global, an amazon like consumer catalog serving the base of the economic pyramid in kenya. Jonathan is a trustee of the swift foundation and a general partner of dev equity, a social impact investment fund in latin america. He has taught social entrepreneurship in you new york university and u c berkeley that’s two schools and why you is new york university. I don’t want to overstate it that you think he’s been three schools he’s been to new york university and u c berkeley let’s not overstate the case and he’s at jonathan see louis dot com and at social and s o c e n t clinic. Welcome back, jonathan. See? Louis. Thanks. Good to be back. What’s the c for i don’t think i asked you last time. What’s it what’s your c for charles. Jonathan. Charles. Okay. Yeah, you have. Ah, you could call me mister. You could call him if i could, but i’m not going to. I know, i know, i know so. But thank you for the privilege. Um, tell me about this book twenty one. Twenty. One essays? Uh, it’s. Sort of ah life’s ah, life’s journey a life’s work? Yeah, yeah, it actually is, um, i got the idea for the book when ah, being a teacher on listening to the questions, my students, idealistic students deeply well valued students, students concerned about our environment concerned about economic justice, racial justice and gender equality, the questions they were asking me and i realize more and more i was answering them from my personal life experience more than i was from the academic literature or other voices that i had heard, you know, a particular conference or whatever. And so i sat down. And just as the personal exercise, really a personal journey, i started to collect my thoughts on this thing we call social change or, in the contemporary popular phrase social entrepreneurship. Initially, i wasn’t actually planning tto have a book. I was i used to have a newsletter, and i had titled it the book i think i might write, and i just started sharing these thoughts in my newsletter, but the feedback was very positive, and i was able to find a competent, inspiring editor who taught me how to write a book and so it began. Durney you know we are you. You sort of defined. I mean, you know, call it definition, but you label our social entrepreneurship, a love affair with justice. Say more about that. I’ve been at this a long time. I started my change making career in the nineteen sixties has an antiwar activists, uh, civil rights activists, um and other causes too numerous to name, as they say, the currents, the running through put the theme of all of those activities is justice how we in society we find ourselves how we take care of the least among us, how we step up, what our ideas about equality and, um f d r and whatever praise we used in the sixties and called herself community organizers and political activists. Now we’re calling ourselves social entrepreneurs. Yes, there are differences within those silos, but largely the thing that binds us together as a community. The kinship community of conscience is this notion our collective idea of what a just society looks like. And sometimes i think when we teach social change work or we are social change conferences, we get lost in the methodology and the latest measurement bad or the latest funding mechanism, almost ideological debate, sort of sectarian debates xero useful, they’re all valuable. They all help us refine how to be more effective but in the end, what keeps us? Motivated is the notion of justice. Who did you have in mind as you’re writing? I couldn’t hear that just now did you have in mind as you were writing, who you writing for that’s? A very interesting question. Originally i was writing for myself, i was trying to clarify my own thinking and at parties when people say, how’s the book going, i found myself saying, well, i’m discovering my own hypocrisy. I’m discovering again what i don’t know about this space, how little there is, uh, that i’m one hundred percent confident about so it was i was writing to myself. Then i reoriented and changed, if you will, talking to myself and i started talking to this imaginary person who might be twenty to twenty five, twenty eight, thirty two years of age, who has chosen a career to use the cliche, making the world a better place wants to combine the work they do the way they make a living with their idealism. As it turned out, i’m already getting enormous amount of feedback from people who read early versions of the book that there really two audiences there’s the audience i intended, and then there’s a secondary or equally important audience of people who have been out in the world. For a while, who are maybe in their late thirties or mid forties who are reevaluating the work, they’ve done its meaning and asking themselves fundamental ethical questions about how to go about being a change maker in a more impactful way. You have essays at the end of most of the chapters, take two and i gather a good number of those air by people forty and over, no that’s incorrect. So the each chapter has a short commentary by someone who is not like me, which is to say not, eh white male, american in there, uh, late sixties and the basic a basic theme of the book is that i don’t have all the answers that largely it’s something i’m still asking important questions and learning as i go to demonstrate that we took the book and we asked people around the world who are social change activists, some of them as young as in their mid twenty, some of them in their mid forties, people of color women activists supports and so on to write commenters the picket chapter and write a commentary from their personal life experience. Agree with me? Disagree with me, whatever we had an outside editor collect those stories and they went in the book without me seeing them. I’m reading them at the same time. You are okay, i think the ones i read, i think the ones i read with the with the older group. All right, we’re gonna go after a break, our first of a couple of jonathan and when we come back, we’re gonna we’re gonna explore. Ah, jonathan charles growing up in the mid sixties, san francisco stay with us. Okay, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura the chronicle website philanthropy dot com fund-raising fundamentals the better way welcome back to big non-profit ideas for the other ninety five percent. Jonathan. So, as i tease labbate, you grew up in the mid sixties in san francisco, and you say, that’s, where you found your moral compass. How did how did that that period, in form, everything after i was in high school. It was a time of great attention. Boat across generations, across ideologies there was dahna hey, i’m going to say a tumultuous civil rights movement forming, uh, every night the news was filled with one injustice after another one outrage after another. Um, at the same time, the war in vietnam was starting to escalate. I was in san francisco, a very politically conscious, aware community. So all around, my teachers were talking about these things. People on the streets were talking about the book stores were selling books that were on one or the other side of all the various debates of the time, it would have been it’s really difficult to go through my high school years without being aware that, um, activity in the pacific, the public square and civic center was an important thing to be paying attention to on dh. And i did and paid attention the same time. Like most high school kids, i was self absorbed, and i’m sure that a lot of the activities that i volunteered for, um, were as much about my own development and wanting to belong to something and tear here a membership. Card as any other ah, young person growing up. But for all of that, it anchored me in this idea that all of us, whatever our primary jobs, whatever our primary family obligation, have a coequal obligation to be part of our communities and participate in the civic. Um, a moment and that stuck with me all my life. You talk about the economic and racial inequality that you saw there. Well, i want to be clear. Yeah. Let me divide that question. I thought every night on the news i mean, this was, um ah, television att six o’clock was a window into the world around me. That was not, you know, close in. But in addition to that every day i would get on the bus and go to my high school. And it was ah, a long bus ride took an hour, and it took me through lots of different san francisco communities at the communities, communities of wealth, communities of impoverishment. And it was really difficult. Day after day not take note was it was like a pbs documentary rolling across the bus screen or the bus window at the bus move through these communities and the physical manifestation of the injustice um, economic injustice, racial injustice supports and so on it was right in front of me. I mean, you would have had to be. You have to work very, very hard to not see that, and i did, and i didn’t work hard. I mean, i’m not it wasn’t an unusual person. It was just something you could just pay attention to just finding a live by being ascension being by having eyes and ears. And i find the way think that’s true. Today i think that you have to work very hard to not be part of, if you will. A university without walls latto too blind yourself two the things that are wrong in the world today your first essay is titled justice, and i want to give listeners ah, sense of the what the topics are on. So i’m going through the show. I’m gonna take a little walk through the contents a little bit of time, so the first few are justice, starting touch, passion prepared rescued. You, uh, in starting tony, let me just say, let me just say because i think it will help your your readership a little bit. I think we’ve come to this work for very for, for soft reasons that we hold very tight and i think soft reasons, because it’s so far we’ve talked about fairly ephemeral ideas, justice and what’s the compassion and other things that bind us as human beings together and bring us into a sense of community and collective activities. I’m sure every single person works in a non profit organization feels that that of heart centered tugs, but the other half of the book is a really hard advice. I am not interested in inviting young, idealistic people to come into this space or keeping older, idealistic people in our space if they don’t do high quality work. We’ve seen enough of that. We need people who know how to balance budgets and can write press releases who do great graphic design, who do good talk show podcast like you do, who are serious about the important work that needs to be done. And so a lot of the boat is, if you will, tips. Or suggestions or ideas that i picked up over my lifetime. That at least worked for me, and i’m just one person, so doesn’t mean i work for everybody. But i do share those so that we work to the highest standards we can possibly have. One of the things you recommend early on is taking risks and and not not fearing failure. That’s, in fact, that’s, one of your one of your essays on failure, but taking risks but get started. Yeah, yes, definitely. The line between someone who is endlessly preparing themselves, learning more languages, developing more skill, reading mohr literature, getting ever increasingly ready to go, the line between that person and the person who endlessly procrastinates is a very thin line. The results of the same. So i think there’s a both a learning by doing an on the job training component, which is essential because you need to go out to the communities where you phil, you have authenticity to work and listen and learn from those communities. You can’t do that? Uh, yeah, from your sofa anymore than you can learn toe swim from reading a book on hydraulic engineering, and then i also think there’s a maturation that occurred that feedback loop, what happens? Um, and lastly, i would just say that i think that there’s a lot of unfortunate advice that are given to young people about holding the back, putting them down, saying, basically, you’re not ready, you’re not completely train, jer, you’re going to do a lot of damage out there. Well, the fact of the matter is, there’s a lot of damage done when people do nothing, and i think we have a bigger problem with not enough ordinary people doing heroic things than people trying to be heroes. We just need people to step up in the modest ways they can, but waiting around accomplishes nothing. So if i have to choose, i want people to thoughtfully get started, learn what you can learn, find good mentors, the good listeners prepare and in the course work that you can find available, but realized that in the end, you’re never completely prepared to get started. I’m not prepared, i’ve been at this a lifetime, and i’m always learning new things. I’m always fumbling, i’m always making the stakes and the last point it would make on that is that failing and some ble is also part of the process of learning the empathy reed to actually do this work, because in the end, the work is rooted in our sense of empathy and compassion and kindness and all those fundamental basic human instincts. And you learn those by living your life, not by hiding from it. And you have essays on some of the things that you mentioned, even including i mentioned failure but listenership and men toward and you you are, you know. Obviously realistic. I hope you don’t mind me quoting parts of the book back to you. Do you hope you don’t object to that? No, in fact, let me name, drop and just say that i’ve met the author. I met the guy i met, the editor of the take two essays, lissa pierce. He was on our show. Yes, she’s been on, and i didn’t. He played her like within the past month or so. Latto. Starting a social justice journey is like starting one of those aggravating jigsaw puzzles without a picture on the box. Duitz flush out out, say, same or two people who are thinking about whether they wantto create this puzzle. Dad. Buy-in well, to use the cliche. You can’t know what you don’t know. I mean, it’s, our imagination, a rooted in our history. So i don’t think there is something very profound about this. Back-up when you get started often times your started like a seven in the image it’s a jigsaw puzzle, but you don’t actually know what the when you’re done with it what that puzzle picture will look like because for whatever reason there’s, not a picture on the box, you lost the box cover. Whatever social justice works, social entrepreneurship, social change, making all of that political activity has that feel to it. It’s one step in front of the other, you get started, and as you get started, your views are informed and changed, especially if you’re a good listener by the communities in which you work. And so you find out about new needs you find out about resource is you find out about new opportunities, and you’re constantly emerging those into a new idea about what that puzzle picture is going to look like and making adjustments. If anything, i should have probably title one of the chapters flexibility, because the nature of social entrepreneurship is not so much on ideology but a mindset about how to go about problem solving, and it begins by being a good listener, paying attention to your community and making mid course adjustments just the way when you’re working on a puzzle, you’re working on one section of it and you get a little frustrated or you get a you can’t find the right piece, and then all of a sudden, some other section you notice a few pieces fit together and you work on that for a while and it’s a constant back import that you move through the point here is it sounds daunting, but every single one of us could be doing that you don’t need a phd and social change, you don’t need a advanced medical degree and, um, uh, social entrepreneurship, everybody can get started yesterday. And if one of the other things about the book that’s really important to me, i just want to say that there will be some of your listeners right now who are thinking themselves. Oh, yeah, that sounds right. And i hope that george down the street, does that or harriet at our whatever book club will maybe read this booking, get involved that baloney, that bullshit. This book is for each person individually, if you’re alone and you’re listening to this broadcast, i’m talking to you each one of us needs to be a social entrepreneur, each one of those things to be a change maker in the way that we put in the communities in which we offer it in places where we could make some difference in the world. If i’m twenty two or twenty three, four whatever, basically at a college, maybe a couple of years out. What? What? What advice? Do you have us drilling to some of these concrete tips that you you that you want to share with millennials? What? What? What? What should i do? Oh, well, i think the way that gets framed is how do i find my past? And i have to send a little funny because it is funny, but i think that if somebody is at that point in their life and they’re struggling to figure out what is their passion and where they should go next, i think the face stop talking to their friends, locked themselves in a room with a pile of snacks and meals and whatever they need and just turned on the tv. Any table news station and just watch tv all day long twenty four seven until they were blurry eye. For whatever period of time, the points at which they find themselves really mad yelling at the tv that’s their passion that’s how you find what you care about. No, i’m obviously that’s a little silly, but the point here is you need to you need to invest both in an issue or yourself or both. You need to say, you can’t just keep waiting around, you have to get out there and do something. And while you’re doing stuff kapin your passion will find you it’s, not the other way around. You will start answering. How can i make how are my talents best used in the world to solve the problems that make me mad? That really pissed me off that i cannot abide any longer, so i know that sounds a little bit soft, but it’s actually not it’s it’s saying, pick up the phone, volunteer it welcome precinct than a political campaign, it’s enjoying a local chapter of an organization that you care deeply about it’s a step up and get out there, you can always change these air, not lifelong commitments. I’ve worked on a lot of different issues over my lifetime environmental issues, women’s rights issues, civil rights issues on and on and on and on economic justice issues and support you’re not handcuffed to these things. The only guarantee in life is that if you stay at home, if you’re just constantly waiting, enabled gauging, the only guarantee that comes with that is that the world will not be a better place, and frankly, you won’t be a better person. They’re not going to develop the talents and skills you need in a closet. The talents and skills you need are built and learned in the field and and you’re even, by the way, just feel kind of loosely here because obviously there’s book learning and other things that are worthwhile to do in the interim language acquisition skill that you’re gonna work over and support. But i think people get the drift of what i’m saying and that’s consistent with your admonition to just get get started. I mean, take take risks don’t fear failure, and i realize now you know, i mean, this applies to people who are in their thirties too, and maybe in something that’s, unsatisfying or just have never, never found something that well, that’s unsatisfying it just never, never found something that moves them all right. Don’t talk to people in their sixties, and i do want to be careful here. I don’t mean to just done thoughtfully, go clumping around the world, butting into every community with an arrogance and a i’m here to solve your problems. Attitude, it’s, too late. I’m presuming, you’re listenership, that’s, fairly sophisticated, and they already have a sense of what they need to know before they get started. Don’t you? Didn’t you didn’t hear me say it’s, too late for that. I lost the thread there. Apology, okay, that’s, all right, listeners got it. Well, i’ll fill you in later. All right, so what if i what if i want a job in this? The things you mentioned so far are excellent volunteer opportunities. Get involved. Grassroots suppose i want a job in entrepreneurship, social change work. What do you recommend, this’s going back to your doesn’t go back to cafe impact days? What do i do? I actually was talking to people who want to do have a career and social change. I think that starting steps are essentially the same. Okay, you have to be in a community of conscience. You have to find, um, let’s. Just take a really pedantic, almost ridiculous example. You’re in a book club. You could be in a book club that talks about read books, about social justice, about change making about monisha whatever or you could be in a book club that’s reading, uh, wonderful world class fiction. Both those book clubs so are going to select different people to come to them both. They’re worthwhile o ther satisfying. And i think both are. Terrific to do. But the social justice book club is going to put you in a community of people with whom you can find support. Who can teach you things who can network youto find jobs on and on and on. Put yourself in communities that are making a difference. And the easiest way to do that is to show up. And, in turn, get fellowships. Apply for entry level jobs, in turn support and so on. There’s, just no substitute. Listen, let me just say again, seems self evident, but it’s called social entrepreneurship it’s a social activity. We do it with other people. That’s, what this work is whether you’re seeking to do it as a part time volunteer, or you’re seeking to do it as a life long career, these air people skills that moved people to do work, economic development starts with human development, changing the protecting our earth and the environment begins with mobilizing people to do that. This is a community based activity, however you choose to find community, it could be the neighborhood block. Um, it could be folks you know, e-giving across town. It could be a community around the world, people to find and see their community differently all good, but it is community, it is other people. Jonathan, i need youto hang out for a few minutes. Why do a little business? There’s mohr with jonathan lewis coming up, we’re going to continue, of course, the conversation that his book, the unfinished social entrepreneur first, pursuant, they’ve got an infographic for you. Five steps to win at data driven fund-raising who doesn’t love infographics, these things. They’re they’re adorable. They’re smart like your kids before they turned into teenage brats, or like your husband back when he used to be your boyfriend. Do you know? Only one half of one percent of all data is ever analysed and used which data is important? One half more than one half of one per cent is important, but what among the other ninety nine and a half percent should you be acting on? And what should you maybe not even be collecting? How do you use your data to deepen dahna relationships and dr greater fund-raising that’s what the infographic is? Check out five steps to win at data driven fund-raising it’s at pursuing two dot com quick resource is then infographics we’ll be spelling spelling bee fundraisers these things air millennial magic a night of raising money for your organization around spelling and dance live music check out the video at we b e spelling dot com, and it talks to ceo alex career it’s that simple. Now time for tony’s take two shot outside the park slope food co op, which i’m a member for fifteen years or so in brooklyn, new york. My video this week is let planned giving cooperate with your fund-raising you can include plan giving in lots of your solicitations when the potential donor is the right. Age, i believe. And i think you my advice is that you do that. Start thinking. Think more about plan giving ifyou’re not including it in your in your solicitations. Simplest plan gift. You’ve heard me talk about it. The bequest in someone’s will charitable bequests it’s not going to take away from the rest of your solicitation? In fact, it adds a dimension for negotiation. If the if you need to negotiate. If the potential donor is not enthralled by your solicitation, you’re adding another dimension of negotiation. When you, when you add that potential bequest, the video is at tony martignetti dot com that is tony’s tech too. And now it’s time more for jonathan lewis joining us from san francisco. Jonathan, you’re still there right now, okay? I want to, uh uh, well, i want to take a little romp through the ah little more romp through the table of contents continuing with when we’ve mentioned a couple times already. Listenership words connections meant toward failure, abandonment, bruised misgivings. Let me talk to you. What? Which which i say would you like to talk about? I have others in the queue, so if you’re not but what’s what’s the author’s favorite or one you’d like to talk about if it’s not your favorite? Well, that’s a great question, it’s a simple latto let me pass, because on the question, the book just appeared on amazon, the elektronik version a day ago so close to this that i don’t know that i yet have the distance to pick one or two chapters that air feel better to me than others serve that are closer to my heart. I can’t do that just yet. What’s a damn good thing the host is prepared, isn’t it? It isthe are you always prepared to show my love? All right, then? Okay, uh, that’s interesting. I mean, uh, i’ve never written a book, so i’m not disagreeing with what you feel. I’m not challenged by no means my chair. You feel it’s just hard for me to understand, but i’m not. I’m not questioning it. It’s just it’s. Very interesting. Very interesting. Okay, that’s. The reason for this, which is in the weeds a little bit is these essays were written over a year and a half. So now they’ve obviously been added recently read the whole book through and so forth. But they they emerged from. I’m going to say that my soul and my life experience over eighteen months at different, triggered by different things that i was experiencing in those moments. And so the weighted value when you said to me, which one’s, the favorite awaited value, is a little hard for me to put my arms around right now, just because zoho the way the book is, you’re reading it all at once. But for me, it was an eighteen months writing project, so i need a little distance to answer that question. Okay, okay, as long as i don’t see you on morning joe or rachel maddow answering that question tomorrow, you’re okay. All right, listenership you have ah, each starts with a a brief. I’m going to call it executive summary. You wouldn’t you probably would not agree with that, but that’s what? I thought of it as a couple of sentences. In fact, one won t open each essay on the warning. Listenership is listening is the industrial spying of social change? What are you talking about? What i was trying this goes to the point we were talking about earlier, which is the book there’s a duality every essay which is the words sound soft us sometimes, but the implementation of them very disciplined and hard listenership is a perfect example there i’ve never met anybody who’s in favor of bad listener ship it’s one of those apple pie things that everybody signs up for, even though we know there’s quite a few people who are really awful listeners, but for all that nobody thinks of themselves as an awful is in the way that most people don’t think they’re bad drivers. Now we’re all you know there are bad drivers from the average number of accidents on the freeway. The point of the phrase is to say, listen with your ship is an essential skill of social change, agent. You’ve got to be able to listen college after listen, toe the communities you served, you need to listen to financial backers you need good listening is the way we move our agendas and lots of people think of it is a soft skill, but the fact is it also has a hard edge to it, which is you’re really spine. You’re really doing the the equivalent of industrial fine. You’re learning about the other party for the purpose of figuring out where the connect points are or if you will, the points of leverage to convince them to join and sign up for your cause your mission, your purpose in life. So it has a time using this word lightly a slight, manipulative quality to it not in an unhealthy way, but we listened to change other people, and we listen to be changed by them and that’s an interactive enter the process. It’s the nature of the human experience. Um, i don’t think we have to put a value on it or bad, but it’s a reality and it’s a little naive for social change agents to walk. Around and sound like they’re just listening as empty vessels, uh, taking and everybody else and then sort of amalgamating it into someone’s rainbow like of life that they lead. We’re constantly, uh, being open beard without also realizing that part of that is using what they’re hearing and learning and listening for to build a community consensus around an issue that they’ve already predetermined is an important one. And in that sense, it’s industrials. Fine, i hope i explain that. Well, yeah, you did in terms of being willing to be changed by others, you you had admonish i’d say that listenership means turning off the filters that shield us from understanding the world as it is. We’ve got we’ve got a cast are far rose colored glasses and be open to what’s very difficult to here and what’s going to challenge hyre our beliefs, i’d even go further. I think we need it’s not a case of casting off our rose colored glasses. It’s a case of casting off whatever color are glasses are i let me speak from my own experience. I haven’t. My views are in the current political climate, my views are very anti trumpian. I’m not happy with for our cubine of the white house, i tend to look a folks who are pro trump through a very dark colored glass that impute to them because i don’t understand what they’re talking about. I think i tend to want to impute to them motives and darkness and evil that it’s probably a probably, i’m sure it’s unreasonable, i’m sure that you can be a ah ah trump activists and not kick dogs and and love your family and be a perfectly good person, but i have a very strong disagreement on how they operate. The point is, if i’m in a conversation with a person with whom i have a strong disagreement, i have to be willing not just to see that the dark side of them, but see all of them because change doesn’t happen um, if we’re not able to do that or it may happen, but it happened, then doesn’t stick doesn’t mean i agree with people when i under steer them, but if i don’t hear them and understand them, i can’t move on agenda, i can’t be all that i need to be, and there is frequently the possibility. That i’m just dead wrong on something. In fact, one of the segments in the chapter called misgivings is a perfect example of that. Almost all my life, i have been an advocate of big large scale change, you know, lots of impoverished people in the world with lots of environmental disasters. We need big, systemic change in the course of doing the old kapin impact videos that i did that you referenced earlier, i found myself interviewing a single mother, and in the course of that conversation, with there, i said the first time or maybe that’s too strong, but i heard with greater ferocity the importance of the good parenting as a form of social change. And i write in the book that it’s not altogether certain. Ah, a certainty that all the social change work that many of us are doing holds a candle to the incredible social justice work that the parents of the nelson mandela or martin luther king did in raising a child who in turn, would go out to do good things in the world so way need toe honor. Social change in all different levels is my point, but i learned that later in life, and i learned it because in that moment i was not listening with my voice, waiting to make the next statement make the next point in my own conversation, i was listening toe learn and to learn from a person who had twenty minutes ago i had never met, but in that moment i was listening intensely and i learned something important to me, and i’m glad i did, is it? Ah, i think it’s pulp fiction, where john travolta gets asked, do you? Do you really listen? Or do you wait? Wait to talk? I think that’s pulp fiction i don’t know it’s fiction, but the point of balance? Yes, okay, tronvig oppcoll popular culture into the into the into the convo, you know, maybe dated popular, maybe dated popular, but all right, okay, we’ve alluded a couple of times to cafe impact. In fact, cafe impact is why you were on the property of the very first time talking about that series of videos on dh that leads tio the essay on failure and your executive summary is again forgive me if if you don’t really like that hyre that description of it, but failure. Is not contagious. You don’t get it from toilet seats. It’s not transmitted by airborne pathogens. You don’t catch it from talking about it. Now. I need thio admonish you that we just have about a minute and a half or so before next break. So maybe you can just lead us into failure, and then we’ll have more time to talk about it after. The basic point of the chapter is that we all fail, we fail in relationships and friendships in business situations and political situations in life is a series of mistake, not all of you are failures or whatever we want to call them, but not not happy success moments not in the conventional was a paradigm. We typically hear people talking about failure at commencement, graduation, commencement speeches, where they describe failure as a stepping stone on the way to greatness or success, and yet it is that a little bit, but sometimes you just fail, you just mess up and you’ve got to pick yourself up and go do something else or to start again or whatever you cannot do social change work unless you’re ready to failure fail because the work we do is taking on the status quo, and we have less power, less money less lets general capacity to change things that’s, why we’re changing agents. So you have to buy into this idea that not every time we’re going to be successful, and more importantly, if you’re not taking on the big challenges of our time, then what the hell are you doing? And if you were taking on big challenges. Sometimes you’re going to fail. That’s, the point of the chapter, brilliantly done. Thank you for that. We’re gonna go out for another break. When we come back, we’ve got live listener, love and more with jonathan lewis, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from a standup comedy, tv spots and exclusive interviews catch guests like seth gordon, craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked and they only levine from new york universities heimans center on philantech tony tweets to, he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard, you can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams in a small budget tune into tony martignetti non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Gotta do the live listener love, and i’m gonna try something geographic. See if i speaking of the failure essay, see if i fall flat on my face, but starting with the epicenter of non-profit radio right here in manhattan, new york city, we’ve got we’ve got new york, new york, thank you, and live. Listen level. So to staten island, new york, woodbridge, new jersey. Oh, so already failed it. Bronx, new york branch is here. I should know. No slight bronx bronx certainly should have come before new jersey in the geographic assessment of live listen, love so, bronx, new york live love to you, woodbridge, new jersey, frederick, maryland. New bern, north carolina, on tampa, florida i think that’s ah, think that’s ah that’s, our domestic love on the east coast, who got way out west, we got kent, washington got los angeles, okay, so i went from no, i was pretty good, but from north of the west to south of the west, well done. Thank you, labbate, sir love to all of our domestic live listeners and going abroad. All right, this is a bit of a challenge. Let’s. Start in the let’s start in asia because that’s, where the most loyal listeners are definitely seoul, south korea, multiple soul on your haserot comes a ham nida and also china, a beijing couple in beijing, ni hao. Now, if we start to go west that’s, where i get into trouble now, okay, hungary, we’ve got multiple hungary. We’ve got multiple germany. So, of course. Germany cars. Guten tag, naturally natural. And then continuing our rump abroad, i guess you have to come back to north america because we’ve got ottawa live listen love to you as well, and i believe that covers the live love. Oh, buenos argast argentina and we’ve got to go south from here. Well, that was different, different continents. So i don’t feel bad about that one. So when does our days when the saudis live? Love to you as well? And mexico city, mexico, multiple in mexico city where opportunity collaboration is not too far from mexico city one hour flight when i first met jonathan. All right, live listen love running to you. Let me throw it love to we also have a listener from the african continent, the founder of court africa, which is a like a peace corps volunteer program, but for african by africans having to send you a text message during the commercial and she’s listing as well. So they don’t know tio core africa live listener love to core africa. Thank you. We do not see them for some reason, you know, way have. Ah, i think i think they’re patched through us phone number. Okay. Okay. Um and then, of course, on the heels, by the way, very few people i’m not sure anyone is ever interrupted the live listen love podcast, pleasantry and affiliate affections stream you may be the first that i’ve allowed to do that i believe you are so stand stand proud with that stand proud with that and on our anarchic our anarchist. So so the podcast pleasantries have to come, of course, two are over twelve thousand listeners on platforms like itunes and stitcher and pod bay and podcast and player player that’s. Another one live love to the over twelve thousand whatever task you’re doing, the most recent one i got was crushing afghans non-profit radio during afghan krauz saying time, i love it! I hope you don’t drop a stitch on our account. Please andi affiliate affections, of course, have to come never, never least never least dahna am and fm listeners throughout the country got stationed throughout the country. We’ve got a couple more coming up. I’m on the cusp of the cliff of announcing a couple of new affiliate stations to the to the affiliate family non-profit radio i’m so glad that you’re station slips ups slips us. Into its schedule. Thank you for being with us. Affections to the affiliate listeners. All right, jonathan, thank you very much for thank you for contributing. You know, i admonished you from being an anarchist, but thank you for contributing. Okay, let’s, talk more about failure. Do you want to tell your cafe impact story? Sure way like storms, we like stories, go ahead and that’s the reason you’re on number off less time non-profit radio last time i talked about the that the impact, which was an online video educational program for beginning social change agents and social entrepreneurs that i launched three partners ago, and i did it for protection, the memories that i wrote the book, which was trying to provide resource, is education knowledge shared with them among social entrepreneurs, we interviewed accomplished social entrepreneurs about their work and what lessons they wanted to pass along the other social entrepreneurs, and we had planned to do three seasons of it. We did one season, and in effect it went bankrupt because we put all our time and energy into doing the videos without spending any time doing what you’ve done so successfully with your protests, which is paying attention to distribution and a revenue model that can support the your programming. Mommy, i was cautioned about all this in the beginning, but i was so headstrong, uh, and without the benefit of a mentor toe brainstorm with, i didn’t hear the advice that i was given the point here of it. Is that it was a colossal failure and what i learned among many lessons, but that after it failed, i had a large number of people come up and try to console console me by day old looking, all the good you did, and look how much you’ve learned, and it was a learning experience and other, um, cheap phrases that we pass around a lot in the social sector for the times when we hit the wall and bloody our foreheads, i started to feel that it was a very artificial about it, because i had to remind myself that the mission statement of cafe impact was not educate jonathan lewis, and it wasn’t to give the management team a great learning experience, and it wasn’t to reach a few hundred thousand viewers, which was our numbers. It was to reach millions of viewers, and it was to reach them with a financially sustainable business model. It could be self perpetuating and therefore bring in every never wider diversity of voices onto the onto indoor programming. And we didn’t achieve the goals we set out to do, period, full stop and all those little secondary benefits while they were nice and occasionally makes me feel a little bit better were became a case of if i believe them, i would be lying to myself. It was a failure, we didn’t need our goals. It was a flop and way had to close that that’s the story, and i think we need more discipline in the social sector. We need to be honest with ourselves. It doesn’t, um do it any good to make up expos. Facto stories about the work we do, we need to be disciplined, we need to be smart and we made we need and we need toe own where we’ve made our mistakes. Every other sector does this when an airplane crashes there’s a postmortem, and the result of many postmortems is that when you and i get in a plane and we’re thirty five thousand feet were not shredding that the planes going full out of the sky. It happens, but it’s very rare. Jonathan jonathan, at the risk of ending the show in a plane crash. Wait plain or hope right to the host right to the host. But the man is jonathan lewis by the book for god’s sake, that i mean that’s the point to continue my romp through the through the contents pluralism bystander power hegemony white which i wanted to talk about we don’t have a chance. Globalization lifeblood. Get the book. You’ll find it on amazon. You’ll find it at jonathan. See louis dot com jonathan, thank you for sharing. Thanks so much. My pleasure. Thanks, tony picture. But next week, don’t be the founder from hell and your disaster recovery plan. If you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com our creative producers claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director. The show’s social media is by susan chavez on music is by scott stein you with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and be green what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark insights orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones me dar is the founder of idealist took two or three years for foundation staff sort of dane toe add an email. Address card. It was like it was phone. This email thing is right and that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dh and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do you put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.