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Nonprofit Radio, April 20, 2012: The Law Of Attraction & Doyenne Of The Day

Big Nonprofit Ideas for the Other 95%

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My Guests:

Melanie Schnoll Begun

Melanie Schnoll Begun: The Law Of Attraction

To attract major gift prospects and potential board members, you have to put your best foot forward to get what you’re seeking. Melanie Schnoll Begun is managing director at Morgan Stanley private wealth management. She helps her ultra high net worth clients make charitable gifts and get on boards, but she has practical and valuable advice that applies to any charity soliciting a major gift or recruiting a board member.


Melanie West: Doyenne Of The Day

Melanie West writes the Donor of the Day feature for the Wall Street Journal and covers philanthropy. She’ll explain how she likes to be pitched story ideas, giving you the best chance of getting major coverage for your donors. Also, what she sees trending.


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Here is the link to the audio podcast: 088: The Law of Attraction & Doyenne of the Day.
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Metoo hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. I very much hope you were with me last week. I’d be in shock if i learned that you had missed these two features. These two guests smart interviewing makes great hiring cheryl nufer, a founding partner in peredo consulting, explained why behavioral interviewing is superior to traditional methods and how any size non-profit khun get better hires through more sophisticated interviewing, whether you hyre once a year or many times a month and relationship mapping. Maria simple, the prospect finder and our regular monthly prospect research contributor helped you mind your data with tools that reveal relationships you didn’t know exist among your donors. As always, she shares about shared shared values last week. Who wrote this copy? I need an intern so i have somebody to blame it’s what situation is she shared? Valuable resource is many of them free. And if anyone wants to be an intern on the show and take blame every week, please send me your resume this week. The law of attraction it’s the melanie show i should say the law. Of attraction to attract major gift prospects and potential board members, you have to put your best foot forward to get what you are seeking. Melanie schnoll begun is managing director at morgan stanley private wealth management. She helps her ultra high net worth clients make charitable gif ts and get on boards, but she has practical and valuable advice that applies to any charity soliciting a major gift or recruiting a boardmember and diane of the day melanie west writes the donor of the day feature for the wall street journal and covers philanthropy. She’ll explain how she likes to be pitched story ideas, giving you the best chance of getting major coverage for your donors and also what she sees trending and finally there’s a buffet in the news. Melanie reported it yesterday, and we’re going to talk about it today on tony’s take two in between the guests. It is my block post this week take time to play pirates. A few weeks ago, i played pirates with my seven and nine year old nephew and niece, and it got me thinking, and i’ll tell you what i was thinking about that’s around thirty two minutes into the hour on tony’s, take two. Use hashtag non-profit radio to join the conversation on twitter. Join us there were monitoring it in the studio, right, sam, monitoring right now, okay, we are on dh when we take a break right now, and when we return, it is the law of attraction with melanie schnoll begun, so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Bilich hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio with me now is melanie schnoll begun. She is a managing director and head of morgan stanley private wealth, management’s philanthropic services. She serves as a philanthropic advisor to families, foundations and family offices, working with the firm’s, ultra high net worth clients. She’s, the incoming board, president of juvenile diabetes research, foundation of new york and board treasure of the partnership for philanthropic planning. My show has been a sponsor at there. National conference on philanthropic planning the past two years. I’m very pleased that her work and her expertise brings her to the show. Melanie schnoll begun welcome. Thank you so much, tony. Just one corrections. Why in the current oh, you are the kirk heard president of the board of juvenile diabetes research funding. I have to say that because the topic today that we’re gonna be talking about if i didn’t correct you about my particular officer position on a board, i wouldn’t be selling the reason why i said or or why i think it’s so important to serve for constance he believe in. So this is why i need an intern with you and i would both blame the intern and it wouldn’t have reflected on you badly at all. What is your work around with ultra high net worth individuals? What are you doing with them? Well, i think that my work is providing meaning in their life. Many of our clients come to us because they’re in the middle of a transition. Perhaps they’ve sold their business, maybe there’s some interesting event that’s happened in their life, perhaps even a very sad event. That’s happened their life, and we help them identify how to be very strategic, purposeful and planned in there, giving for many clients when they think about making a contribution, even a large contribution, they don’t put a tremendous amount of thought into it. It might be a cause that they’ve heard about maybe one that they’re associated with, but they’re not doing a deep dive into the background and the backdrop of what’s really going on in that non-profit organization or what else? There might be out there in the world. So we try and provide that professionalism and then along the way make our clients professionals themselves. What what? What? Do you find motivates ultra high net worth? And shortly i’m gonna ask you, what is ultra high net worth? But we’ll work our way to that. But what do you think motivates their giving? Well for some clients? It’s because someone sick in their family for other clients, it’s because their rights a little more about that someone sick where the e-giving in memory of the person, soon it’ll be in memory, will hopefully to find a cure. Hopefully the final usually clients witness a major change in their attitude. What they used to buy with their wealth no longer becomes important and that’s, because the second that someone has a diagnosis in their family of someone who’s ill the only thing they’re thinking about is identifying better treatment and perhaps secure. So we find often that we come to the film provoc table with someone who has just been given that diagnosis more and is looking for the solution where so many of us just our resource is, we go to the web and we learn as much as we can, but when we’re talking about people with extraordinarily extraordinary wealth that can actually invested in a possible cure that’s what? They want to buy it. They want to buy the cure. I think what’s shocking and disappointing in many instances is that clients, no matter how wealthy they are, find out that they can’t necessarily buy everything. So it is that deep investment for the long term, perhaps not even for the benefit of their family member who might be ill but for others to find a cure better treatment. Better resource is that might bring some of our clients to the table. Others are just deeply invested in their community. They want better cultural organizations. They want better education for their kids. Certainly in new york, that’s a very big issue about private school, public school. And as your children are going through that educational problem situation, where are there enough of fine schools in new york to send our kids to? In many instances, they find that they that there’s not so. Our clients are interested in identifying. How can they be the solution to the educational drama issue? We have just a couple minutes before a break. What? What what’s the definition of ultra high net worth. What is how much money are we? Talking about, well, a lot more money than i have. I’ve always said that i really hope to one day be able to be my own client. But for us, ultra high net worth is really defined as clients who have a net worth of twenty five million and more. The reality is that it’s, a very open span for those clients, though, with twenty five million and mohr, they usually have a significant out, a significant amount of money that they could do something incredibly impactful with their philantech. On how much i’m wondering how much does somebody who has that kind of wealth walk around within their wallet like like i have typically, like thirty or forty dollars in my wallet? But so i would probably not be confused for ultrahigh worth of net worth. If someone stole my wallet, i probably wouldn’t i probably couldn’t get away with that. But, you know, like, how much do you think they have? Just on an average day in there? Well, how much do you think that carry around? Probably probably no cash. I think that i think that most about very wealthy people typically put most their stuff on cards today. So you know what? Actually, i would go after your wallet if i knew that you were on the street. So just watch thirty or forty bucks, so i was ready. I was ready to go, like, three or four hundred in my wallet, and then it almost be worth it to lose that much if i could get two muggers to think that i’m ultra high net worth. Yeah, yeah. Now they would share the story of the ultra high net worth guy, you know, among their prison friends and i could, you know, get known that way, but i’m going about it the wrong way. You got to go down so well, no cash. Now we need to talk about prison reform as faras labbate, right? So so how can you make sure that those who come out of prison that are better off than when they went in and are telling the story of twenty martignetti being ultra? Yeah, absolutely. We have to take a break when we return. Of course, melanie schnoll begun stays with me, and we’ll continue talking about the law of attraction. So i hope you stay with us. You don’t think that shooting getting thinking, you’re listening to the talking alternate network. E-giving nothing. Good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Oppcoll hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. I’m leslie goldman with the us fund for unicef, and i’m casey rotter with us fun for unison. You’re listening to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. Welcome back to tony martignetti non-profit radio. My guest is melanie schnoll begun and melanie let’s talk about. When charity’s air trying to solicit gif ts you have your clients who are ultra high net worth, but you have, i think, very valuable advice for any charity that’s trying to solicit any major gift, which maybe five hundred dollars or thousand dollars for some charities. What what’s your you see sort of faulty proposals a lot, don’t you? Yeah, i think that non-profits believe they understand who the donor is, and they prepare something in advance. That’s a critical error, you never know who that donor is, the famous saying. If you’ve met one philanthropist, you’ve met one philanthropist, so we try and tiki non-profits to perform a radical listening, and that means spending the time to really understand why a donor may want to be a donor to their organization. The time will be incredibly valuable both for the non-profit but even more importantly for the donor, when the donor has the opportunity to talk about what they care about why they care about the organization’s mission, you hear things you really hear things inside of that conversation inside the conversation in the donor’s hat so radical listening is a skill that we teach non-profits to practice. And that skill is something that serves both board members. It serves the staff of non-profit organizations, and at the end, you’re really giving a service to a donor. I think that most of my clients find that no one listens to them well enough. Yeah, but but a charity that’s that’s soliciting a major gift. However they define that might feel that they’re not going to get another meeting with this person. They go one shot. We finally got the meeting. We got forty five minutes. Way better. We’ve got to lay it all out because we may never get a second meeting that’s, right? So you walk into every meeting with the idea that if i really listened to this donor, i’m going to get the second meeting. If you walk in with a proposal thinking that you know who this person is and what they want to offer your organization, you’re probably guaranteeing yourself that you’re not going to see that donor again. So does it always work? It may not always work if you begin practicing it. Well, if you spend so much time performing discovery on that donor both in the dance of the meeting and then, while you’re sitting at that meeting, i think over time you’ll find that your practice as a fundraiser will dramatically improve. So you’re suggesting that if you can move the donor while while radically listening, then you’ll get a follow-up meeting brightstep my suggestion is, if you are performing radical listening, you will move the donor, okay, okay, even without introducing your mission and your work in the first in the first meeting, right? Because you’re going to hear from the donor what the donor wants to dio instead of telling the donor with a non-profit wants the donor and you do know there’s a threshold interest, otherwise you wouldn’t have gotten the first meeting would have gotten the meeting would have gotten the meeting. So it’s, it’s, it’s, it’s an important skill it’s something that has been written about andi, i think that we can’t live in that fear fundraisers can’t live in that fear that this is joan, or will not be interested in talking to me again. In fact, most of the conversation is not a conversation most of the conversation is letting that ultra high network donor talked to you, and you’re just there. To listen or again, it could be any level donor, and i’ve had where we have a regular prospect. Research contributor maria simple is on, and she and i have talked about the value of the face to face meetings, and she’s a professional prospect researcher who knows all the web webb resource is, you know, but she still recognizes that the greatest prospect research comes from a good, good conversation, absolutely, and and and and he’s absolutely right face-to-face looking a donor in their eyes. In many instances, i think being on the donor’s being in the donor’s territory so ah place where they’re comfortable, where it’s an environment either their office, they’re home, maybe somewhere where they’ve recommended that they like to go for coffee. Usually i recommend going for a glass of wine because, you know, does it doesn’t hurt, but her loosen up? Yeah, exactly. I’ve tried to get sam lee boards to have wine here, but he’s not doing it now you’re not really radical listening, right? I just radically demand. Thanks, you know, but i’m not a charity, so i think i’m exactly you only have thirty example. Everything was for you only have thirty dollars. You’re well, you’re our charity ticket. You can’t get a decent bottle of wine for thirty bucks. So then the careful listening radical listening is goingto inform your valuable proposal when that when it’s the right time, that’s, right sametz writer and the valuable proposal some hints that we give to non-profits as they’re preparing that that proposal brief three points know what are the key issues that you’ve heard? The donor has said to you, the areas where they’re really interested in supporting on ly talk about those areas, right? Putting in a proposal for stuff that you haven’t heard because the organization needs it, but the donor doesn’t want it what’s the likelihood of that getting funded so three typically are the most that we suggested a proposal going backto a donor that you know what they’re interested in, you’re going to get a much better response, okay, other tips for the for the proposal itself, for the written document, you brief couple pages, right? A couple of pages in fact, most of our clients today, they don’t want to read stuff, right? And they fear that if the non-profit is spending so much time and resource is preparing proposals, then they may not be spending the money that i’m giving to the organization i’m doing the work so in many instances, is it brief short? In fact, non-profit should ask the donor. How would you like me to prevent to present a proposal? Is it isn’t even something that you want in writing? Or should we just have another conversation? I would welcome that second conversation so that now the second meeting, the donor’s prepared to do their own radical listening. Is there a problem? Sometimes when a donor gets sort of passed off from somebody who knows the work very well to the fund-raising professional who’s goingto the closer it’s like it’s, like in a in a car dealership going to which i have very bad memories of a child. Buying my first car was awful, but at a car dealership going from the salesmen to the finance manager exactly going that office and the door gets closed off, you know, but being passed from the maybe the executive director or someone who knows the work well to the closer the fundraiser doesn’t something get lost there sometimes. Yeah. What? What gets lost is the gift. So no one wants to be handed off everyone in that non-profit organization, both from voluntary leadership. To professional staff should be able to talk about programming if the executive director is the one who has contact with that donor. If it’s a boardmember who has the contact with that donor, or if it is the professional fundraiser that has the contact with that donor, the conversation should be between those two people bringing others include others in the conversation. But don’t hand a donor off. I have a a client’s situation that happened with a large university hospital incredible organization doing tremendous work. And this client’s unfortunately this this medical institution was not able to save the life of our client’s husband. But he wanted to honor him. She wants to memorialize him. And the doctor who was treating her husband was the individual that he wanted to leave a contribution for so that he could continue doing the great work that he began with her clothes with her with her husband. Many of the conversations happened between her and the doctor. It was intimate. She could see clearly what she wanted to accomplish. And then when it came down to the clothes she was handed to a development director. Ah, fine development director. Someone who? Spent years in the business, but it was so disconnected and she felt that were there. Were you there for the meeting? So i was there after the fact also, i came in to help save the gift. Okay? And we this this donor-centric working with us after he felt that brush off from the doctor and it was completely unintentional. So totally unintentional. Just protocol just about innocuous handing off it’s the way things are done, he wasn’t supposed to close that’s someone else’s responsibility. So what? I teach both boards as well as professional staff. It’s everyone’s, responsibility close. If you’re the one who has the relationship, you need to be confident enough to make the ask. And you need to be prepared enough too close. And if it’s i guess if it’s a really technical gift which it could be a at large dollar amounts, then at least include the in your case, the doctor, but generally the program, the work expert in the conversations don’t leave him or her out in the hall while now the professional closer you know, goes through his is her stick that’s, right? And you know it. Theatre knees, the accountants. All the financial advisers, all of those professionals, need to play a role in the process. I’m if the donor wants him to be included in the conversations about the specifics of the gift that’s great, but there’s the technical aspects of giving and then there’s the emotional aspects of giving and what i see getting lost. It’s, it’s, it’s never technique, right? You could draft a perfect trust. It could be absolutely accurate. The document itself could get an a plus plus in any fine law school. But if the donor is not connected emotionally to the gift, it doesn’t matter what the document says. Melanie schnoll begun is managing director, head of morgan stanley, private wealth, management’s philanthropic services and we’re talking about the law of attraction basically had a look good when you’re either soliciting a gift or soliciting someone for boardmember ship, which is what i’d like tio transition to now, okay. Appealing to a board appealing to a potential boardmember, um since you’re working with ultra high net worth people, i’m going to guess that sometimes there approached because they’re very wealthy. And how do they feel about that? Yeah, so in the law of attraction, it’s it’s rarely because they’re really good looking. Damn many of them might be hot tonight, but it’s usually because they’re wealthy, so similar to the idea of marriage. Right? So when i got married, i married for love. I married for looks there’s, you know there’s a little bit of money to that’s. All so that’s, always wonderful when you think that before you can say sex on the show is this the part where you were this sick? It’s coming, it’s coming, it’s coming, it’s coming sex is you have to have a little foreplay before sex. So it’s getting there russia you’re like that’s been my problem. You’re russian in europe. Well, among others, but let’s keep it let’s. Keep it focused on alt-right work-life let’s, take this conversation on the bed here. Right? Right, right. So the opportunity of creating a marriage between potential boardmember and an organization it’s. Incredibly important. So the the reason donors believe that serving a non-profit is an appropriate step for them is because they’ve been courted well, it’s, because they find the organization incredibly attractive and good looking it’s because they want to spend a lot of time with that organization because they want to see that organism they grow and really achieve incredible impact very similar to marriage alive know the problem with marriage is is half the men in divorce, so the same is true with non-profit port service, you’re excited at the beginning, right? You can’t wait for that next kiss can’t wait for the next date and then quickly within the first year, if the non-profit doesn’t really know how to work well, play well, dine the donor well doesn’t understand where they like to go to how they like to vacation. If the non-profit doesn’t know how to use the donor to his or her maximum capacity, they get bored, they get disenchanted and the worst thing is donors cheats like just like what happens in many families that fall apart, they begin looking at other opportunities that really do want them thinking that it’s better on the other side there feeling remorse about having joined this board, everything was great in the beginning, the right the honeymoon stage, but about exactly right. Exactly right. So spend your time non-profit should spend their time thinking about whether or not this is a person they want to marry. Is this a person that will bring value to this relation? Can we grow together? And what do we each bring to the relationship? It has to be more than just money again. Just like many families, right? If all you’re going after is the wealth than a marriage for many, many years will fall apart. You know the boardmember potential boardmember wants to know that they’re going to be used effectively. That’s right? Utilized way. Don’t use board members. We usually large numbers. Okay. Okay. Um, taking over the show? No. Uh, let’s see, so but a lot of times, board charities need an expertise. We need an accountant or we feel we need an attorney. And in some deshele t real estate, maybe or something. So they’re seeking that profession. But that is contrary to what you’re recommending, right? So i think what boardmember sze need to be on? What boards need to do to get the right people on their team is, they have to look for people different than themselves. What happens with most non-profit boards is you look around the board table and everyone’s the same right, because it’s a friend introducing another friend. They come from similar backgrounds, specially smaller charity it’s, a friend of the executive director of the founder, absolutely especially small non-profits and specifically, when they’re getting off the ground, right. So it’s, the founder, it’s, the founders best friend, its founder, sister, and perhaps someone who worked for them at one point time or an intern so non-profits really need to think about how can we bring true diversity to our board? Professionalizing aboard must include accountants, financial advisors, lawyers, but you can’t just look at them as a lawyer, you need to look at them as a lawyer that has a mission that there interest must be tethered, if not tied to the nonprofit organization, that they’re a lawyer that’s their skill set. But ultimately we know that even if they warrant a lawyer that they really support the work of that organization. I wantto have you bring something out that we had talked about that very wealthy people are not un interested in working for smaller midsize working among being utilized by small and midsize charities. Is that right? Absolutely. I think that many very wealthy clients believe that they can be better utilised in a small nonprofit organization. In fact, that’s where most of the money came from. So the majority of our client base started their own closely held businesses. And they realise what it means to rule up their sleeves to get dirty. They love on that kind of opportunity and nonprofit organizations. So when you come into these large non-profit organizations very bureaucratic, very political. So many individuals that look like them. So it is even mohr attractive for wealthy people to see that you know, my gift. We’ll make a significant difference here. But my time may even be more valuable. Tulani schnoll begun is a managing director and head of morgan stanley. Private wealth, management’s philanthropic services. Melanie, thanks very much for being in the studio. Being a guest, tony. Thanks for having me. It’s. Been a pleasure right now. We take a break when he returns. Tony’s, take two. And then, after that die, end of the day. Melanie west. Stay with me. Hyre you’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the roof, cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is take time to play pirates. A couple of weeks ago, i played pirates with my seven year old nephew and my nine year old niece, and it got me thinking about the value of taking time for play, whether that’s play with kids or play with adults, it’s a chance to rest your mind and think about things on dh ideas completely unrelated to what your work may be day to day, it could be mindless play, and that could be even mindless play with adults you might have fund-raising yourself mindless with adults and then and then playing, you know, talk politics without any restraint that we have in our day to day lives. All i think makes you at least i feel this makes me feel more refreshed makes me more focused at work. I think when i take time off and i return, i’m just i’m just performing better and i’m hoping that you’ll get some of those same result it’s from taking time, tio play could be pirates could be something else and that’s what’s. My blogged this week, my blog’s is tony martignetti dot com. I also want you to know that we have a linked in group for the show. If you have a suggestion of guests or topics for the show again, just go to the blogged tony martignetti dot com and there’s, a very prominent link to all my social media properties presences, including the new linking group for the show and that is tony’s take two for friday, april twentieth, twenty twelve. The sixteenth show of the year with me now is melanie west. She writes for the greater new york section of the wall street journal. She writes the donor of the day column and covers the philanthropy beat. Before that, she wrote for the weekend journal aboutthe wine industry and wine travel. She joined the journal in two thousand six graduate of cornell and the columbia university graduate school of journalism. Melanie west lives in manhattan with her husband, and i’m very glad that her work brings her to the studio. Melanie welcome. Thank you. Pleasure to have you. Thank you. Um, let’s talk about donorsearch that day. What’s the what’s. The purpose there. Well, as you know, we’ve had a long commitment at the journal to report on the philanthropic interests of of our readership, and for many years we had a column that was gift of the week. And during the economic downturn, we how do i put it? Sunset that column in favor of resurrecting it with the greater new york section, which is our city section in the wall street journal, available in new jersey and connecticut, and certainly manhattan and the boroughs. And ah, the decision there was to create a column that was daily and looked at all kinds of philanthropy be at a forty million dollars gift or a gift from a teenager who does something that’s incredibly not charitable. So that’s what? The column is runs most every day in the paper. Assuming that we have news, we have room for it on dh it’s a pleasure to do and they they preferred the alliteration. Clearly, i like a little rations on my show. Gift of the week doesn’t sound snazzy donor the day sounds pretty cool, i guess die end of the day you’re doi end of the day, i’m doubling urges w w end of the day i think and you just surpassed five hundred columns. I know not you personally. Yes, we’ve done five hundred of them wasn’t just last month, i think, yep, ok. And that’s, you know, it’s been a great opportunity to speak with e, you know, diverse group of people here in the city and to learn about their passions. And i won’t say that it isn’t a challenge. Teo, create that column every day or lose five days a week. It is so you know, i hope your readers, your listeners, have some ideas for me, and they could certainly reach out to me, and we’re going to talk about that. How long have you been doing the column over a year now, okay, i’ve written the majority of that five hundred. Oh, you have, yeah, okay. And your predecessor was surely banjo. Correct, right? Who’s now on the connecticut westchester beat, i think something connecticut westchester, correct. Okay. You sometimes do a mention of the day what’s that about well, said someone who’s ah do gooder on dh it’s for people who have extraordinary passions and do unusual things. So for example, we’ve had a gentleman who ran for three days straight who’s raising money for multiple myeloma cancer research. We’ve had a teenager who, you know, collected a bunch of money through unicef, trick or treat they’re unisex trick or treat program. They had raised the most amount of money of any kids in the country, and that was up in connecticut. Um, these are for, you know, those air areas to talk about people’s philanthropic gifts without them being huge gifts and make for an unusual story and certainly a very charming story. So how do you like to be pitched? Email over phone what’s, your what’s, your preference about being pitched for doner of the day? I get pitches in all kinds of different forms, really off difference. Is there a way people? I’m sure people would rather give it to you in the form that you prefer. Um, actually don’t have a form that i prefer. What i really need to know is that the individual who is to be profiled is comfortable talking about the size of their gift. The quantity of their gift dollar value is always included, right? It’s a critical fact in the story. We are a paper that reports on transactions and these air philanthropy transactions. And so the amount of the gift is critical. Of course, it needs to be in a recent gift, and it needs to be news. Most of the stories that i do, in fact, ninety nine percent of the stories that i do our exclusive. So the story needs to come to us first. People need to be. The donor needs to be compelling. It needs to be someone who’s generous. Someone who deeply cares about what they’re giving to those are the best stories. Okay, do you take into consideration that for some charities ah, twenty five thousand dollar gift or forty thousand dollar gift, maybe very large. These they have to be, of course, gift in the millions. And, well, i mean, i think a twenty five thousand dollar gift to a major university is maybe not is proportionate gift. But to answer the question more broadly know there’s, not a threshold. Okay, it’s, really a question of is that it? Is that a meaningful gift to the organization? Okay, and what would you like to see in the in the pitch? What do you need to know? Initially, tio to determine whether you’d like to go ahead. Well, i need a sense of time if they want to do it tomorrow, then on di doo doo stories that, you know, happen tomorrow. There’s a story that i had to run today that will run on monday and it’s a very quick turnaround, so i don’t need a sense of time certainly need a sense of the amount of the gift, and i need a sense of who the person is. Okay? Oftentimes i’ll get a email where someone will say, well, i have this idea of someone who might want to do something and is usually nine times out of ten doesn’t come to fruition, so needs it pretty to be a pretty solid, okay, let’s, get the incumbent ones that air so kind of vague, right? What about the the idea of follow-up phone calling of some of somebody emails you a pitch and then follows up with a phone call to say, i just wanna make sure you got my email does that? There are some journalists who gets very turned off by that on don’t appreciate the double double contact. How do you feel about that? I tried to be friendly to everyone that calls very thoughtful. Okay. Okay. Okay. Calls a reasonable number of times a reasonable number. Okay. All right. Anything else you want to say about pitching? You know, just reach out to me by e mails at the bottom of every story online. So it should be pretty easy to get me, and they’re very easy to find just google melanie west or melanie grace west correct, g r a y, c and donor of the day and you’ll find many many columns donorsearch day. So since you’ve written the majority of the five hundred, you see some trends, no doubt what what’s what’s, something that you’re seeing happening more often seems my good trends, i think ok, you know, i’m seeing a lot more people acknowledging the need to give locally, um, people who have made their wealth in new york and in the region and who feel it’s their responsibility to support the city. Either they’re they’ve come here, they’ve come from here. There are many of them have been born in brooklyn, but they have a very good awareness that the need is great close to home. That isn’t to suggest that there aren’t a tremendous number. Of people who are giving to their alma mater, zand states away what it is to say that there’s this awareness that there is a need in the city and i think that we can partially thank mayor bloomberg for setting that trend and making that awareness known, especially among his friends and colleagues. Now should we point out that is going back to stories that are appropriate? That needs to be some metrical area connection once you make sure that’s clear well, the donor of the organization needs stay in the area, okay, new york, new jersey and connecticut correct nasco some connection with the charity or the donor, right? Well, the column runs in the greater new york sections, so we’re not reporting on what happened the california but the show’s hyre worldwide, so i just wantto make make sure that people know there’s got to be that new york, new jersey connecticut connection. Okay, aside from local giving, what else? What else you’re seeing it’s great for me again. People i think are choosing not to give anonymously. They’re choosing to set an example. They’re choosing teo, encourage their colleagues as well. I had a gentleman, who’s. A donor a couple months ago, and he gave a two million dollar gift to bridgeport hospital, which is in connecticut. And he said one of the reasons why he gave the gift is because he wanted to make, you know, set the example for for other people and basically, he said, if you know people look at me and say, hey, he could give two million i can do at least that much, um, and in this particular gift, the gentleman’s joel smile oh, ah, he had the cardiac unit named for him. And so i think naming gifts are also, you know, compelling to people. Come, you know, in so few words, he said that effectively, if i could have a named gift for two million prison that many of my neighbors can also have a similar gift. And that’s that’s pretty well known in fund-raising circles that we can get somebody to stand up at a gala let’s, say or identify themselves somehow and say i did it in fact, in board meetings. It’s sometimes used to i did it, and i’m challenging all of you to do it. Sounds like something similar to what? What? That? Gentleman, what jules was doing, joel and then jules kroll he’s a gentleman. Who’s made his his his million’s in global consulting and search of corporate security. Right hey gave a two million dollar gift to john jay college and he again wanted that to be a very public gift to inspire others to give to John jay and 2 other city university established. You know, the college is to grow their fund-raising profile as a place where, yes, you khun give gifts here. There’s another gentleman. I did a story on very recently. His name is henry van amorin. Gin it’s quite well known in the gay, lesbian and bisexual transgender community. He funds a lot of causes, and he gave a million dollars a million dollars to in the life media. And he never gives a name gift. He on lee it’s anonymously and the reason why he gave this gift it to your point is he wanted to inspire others to give. And it was a matching gift or a challenge gift. And do you find that is usually the charity that encourages the person to step out of anonymity? Or is it the donor thinking of it on their own. I don’t think the charity concert i don’t think the charity could be persuasive enough teo, to get someone who would give anonymously to suddenly put their name to it. I think the individual wants to do it, you know? Arika dahna i mean, i could see a charity trying push because they’d like to motivate the same similar gift, and we have just about a minute before a break, you have your seeing something in terms of gift being split up, split gift. Yeah, i think this is a good idea. Trend there. Some donors that i’ve spoken with have decided, especially for college endowments, to give a gift that, you know, may endow a chair but also to give a gift a tte the same time. Two scholarships. So something that could be used in some in the president in something that is a future gift that the university can drawn. Okay, so seeing okay current and then planned gifts or deferred endowment type gif ts corrects here together. Right? Right. Okay. All right. Well, we’ll take it. We’ll take a break there and when we return, melanie west will stay with me. Doi end of the day. Andi. I hope you do, too. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community oppcoll. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting. Talking. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. Melanie west writes the donor of the day column for the wall street journal she’s with us, but she doesn’t only write the donor of the day column. Just yesterday, she had a piece on howard buffett, son of the very well known philanthropist and billionaire what’s what’s happening in the buffet family melanie that you covered yesterday? Well, i had the great opportunity to visit mr buffett on his farm in the middle of illinois beautiful part of the country and ride in his tractor as we work the fields for a little bit. All right already. I have to stop you. I’m sorry, but his his tractor has gps e well, i mean, this isn’t just your regular old puffing plaque smoke tractor, though they did start out with that was a pretty sophisticated piece of equipment, it’s, more like what i would call like a robot, a giant farm robot, but i read gps in a tractor and initially wondered why you need gps isn’t is an attractive, pretty much just up and down the rows. Why is there a gps in attractive it’s harder? Than you think. My over our new yorker is oversimplifying. Don’t you need gps when you travel out of the city? I do. But how far does he think his tractor he’s got quite a bit of land and it actually speeds to process out. So it’s yeah, we got it back and forth, it’s more than just back and forth. There is some technicality to it, and you want to plant a rose straight if you don’t, you’re gonna have a messed up crop. Okay? I just envisioned a lot of turn left. No, no, no, no. It does it on its own. Oh, gods the tractor? Yes. Oh, oh, it sze more than just telling you how to go. Oh, absolutely. No, no, no, it’s. Not that kind of thing. It’s gps operated in the sense where it’s like not off by an inch. Oh, excellent. Okay. All right. That was a digression. Okay? Important one that didn’t come out this in detail. It did not come out in a story with sophistication of his gps. Actually drive. The tractor doesn’t just say turn left. Turn right. And it plots exactly where each seed gets dropped. I mean it’s really? Quite amazing. Okay, okay. So in the last few years, mr buffett has turned his attention to domestic hunger. As you know, his foundation. It’s, about a two hundred twenty five million dollar foundation, has primarily funded work in international developments. Howard buffett correct foundation correct. This’s, the middle son of the billionaire investor. Okay? And he in recent years decided that there was more he could do closer to home. For many years, he has supported things throughout decatur and illinois and nebraska local charities. But he has become more aware that hunger has a different look than what we might think of it. And in rural areas. It’s really quite quite an issue feeding america, the charity that mr buffett has partnered with reports that, you know, the greatest levels of food insecurity in the country are primarily in rural areas, not in urban areas. They’re statistic is fifty five percent. So with this, he looked closer to home, began doing more research he funded with feeding america giant map called i think it’s called bridge the meal gap for the meal gap. And it basically takes a county by county approach of where hunger is. In america, and he funded that project with some other partners based on that, he decided he could do more. And for the last few years, he’s been thinking about a project that would directly get farmers invested in hunger in their community. Now, in rural areas, you have to think about it, you know, who are the who are the leaders in rural areas and is very much the farmers on dh. So if they got together and they work together, how could they raise money to give closer to home? And this was his problem and something that he solved. And so on thursday of this week, he announced a plan in partnership with adm. Archer daniel with daniels midland to create a program where farmers give a portion of their crop to feeding america. Archer daniels midland very big agribusiness, correct company. So what a farmer does is he has nine hundred fifty bushels in a semi tractor trailer. They roll up into archer daniels midland. The company asked, how much of that do you want to give to charity? We can give a bushel. They could give no bushels. They can give a hundred fifty bushels. And what happens is the amount of money for that bushel goes back to the organization, so so we’re not donating. There were some comments to your yeah, that suggested that the raw corn was being donated to food hunger program, yeah, hungry people provoc corn no it’s very bad for the teeth for everybody unless you’re gonna pop it. But it’s not a balanced meal, so the proceeds of the amount that they designate that was in the article. Okay, so but i can’t help it if people didn’t read carefully, it is a confusing idea because i think people think that there’s going to be farmers who are giving food, and that is actually a secondary portion of it which was not covered in the article is he wants to encourage those people, too. If you’re going to give money and you’re going to donate some of the proceeds from your crop, why not within the gardens and lands that you have grow a little food and donate that to the food bank as well? So he in one of his plots of land is actually growing corn for the food bank indicator and he’s gonna, you know at harvest time, roll up with a bunch of sweet corn. And the, um the money is going to be donated to the peach farmers. Local correct local food program say little about that. Right? So feeding america has about has two hundred to food banks in the country. Fifty three of those food banks directly service rural populations. So the gift in what the farmers air donating will benefit those fifty three food banks. So it is staying in their community and that’s very, very compelling for the farmers. That is a key component to getting them to donate stays local. Correct. Not unlike what melanie schnoll begun. My first guy? Yes. I was talking about that there’s. An interest in giving people are interested in giving locally. They want to see local impact on this is called invest in acre co-branded. Okay. And so all of the programme materials should be live now and online. And i believe it’s, invest in acre dot or ge ah it’s being primarily funded and driven by the howard g buffett foundation. Okay. And there again that you are always invest an acre dot org’s, i believe. All right. Melanie melanie west. Thank you very much for being a guest. Thank you very much. It’s been a pleasure. Melanie west writes the donor of a column for the wall street journal and covers the philanthropy beat there. My thanks also to melanie schnoll begun for being with me and her assistant saraya for all her help next week, get monthly givers. Bob wesolowski, the president of caring habits, helps you get habitual monthly donors through electronic funds. Transfer ft for those in the in the in the business and strategic organizations raised more money starita ansari is president and chief change officer at m s b philanthropy advisors. She wants you to organize thoughtfully around your mission, looking strategically at your inputs, outputs and outcomes to boost your fund-raising revenue keep up with what’s coming up. Sign up farming satur email alerts on the facebook page like that page! If you like the show, you’d always know that you can listen live or archive to catch us archive, go to non-profit radio dot net non-profit radio dot net that will take you to our itunes paige and my thanks again. To those who raided the show on itunes on twitter, follow me follow the show’s hashtag used the show’s hashtag non-profit radio use it unabashedly our creative producers, claire meyerhoff. Sam liebowitz is our line producer. Janice taylor is our assistant producer. 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I still haven’t found the one want to make your current relationship as filling as possible, then tuning on thursdays at one pm for love in the afternoon with morning alison as a professional matchmaker, i’ve seen it all with distinguished authors, industry coolers and experts on everything from wine to fashion. Join us as we discuss dating, relationships and more on talking alternative dot com. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow, no more it’s time for action. Join me, larry shock a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business and family. It’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. 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Nonprofit Radio, April 13, 2012: Smart Interviewing Makes Great Hiring & Relationship Mapping

Big Nonprofit Ideas for the Other 95%

Listen live or archive:

My Guests:

Sherryl Nufer

Sherryl Nufer: Smart Interviewing Makes Great Hiring

Sherryl Nufer, a founding partner in Pareto Consulting, explains why Behavioral Interviewing is superior to traditional methods and how any size nonprofit can get better hires through more sophisticated interviewing, whether you hire once a year or many times a month.

 
 

Maria Semple

Maria Semple: Relationship Mapping

Maria Semple, The Prospect Finder, is our regular prospect research contributor. This month Maria helps you mine your data with tools that reveal relationships you didn’t know existed among your donors. It’s much more than just a list of friends in a pull down menu. As always, she shares valuable resources, many of them free.

Please take a moment to take the survey for this week’s show with Sherryl and Maria!

You’ll find it below. If you could also share it with other nonprofit professionals, I would appreciate it. The more people who take it, the better the results and the better the show! Thank you!


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Here is the link to the show recording: 087: Smart Interviewing Makes Great Hiring and Relationship Mapping.
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Hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host and it’s friday, april thirteenth, twenty twelve i very much hope that you were with me last week. I’d be devastated if i learned that you had missed campaign feasibility agility, why is a feasibility study important before you embark on a fundraising campaign? What do you learn from a well crafted study who should be interviewed and who should do the interviewing? Eugenia cologne of cologne and associates sorted that out for you, and i had creating a culture of philanthropy. Laura goodwin, vice president of the osborn group, had ideas about focusing on your donor’s, collaborating programming, board expectations and responsibilities and leadership all to help you increase your fund-raising revenue this week. Smart interviewing makes great hiring cheryl nufer, a founding partner in peredo consulting, explains why behavioral interviewing is superior to traditional methods and how any size non-profit khun get better hires through more sophisticated interviewing? This applies whether you’re hiring once a year or several times a month relationship mapping maria simple, the prospect finder is our regular prospect research contributor this month maria helps you mine your data with tools that reveal relationships you didn’t know existed among your donors, it’s, much more than just a list of friends in the pull down menu. As always, maria’s got valuable, resource is, and a lot of them are free between the guests. Tony’s take to my block this week, i have a favor to ask, and i’ll ask you when the time comes around, which is about thirty two minutes into the hour. Use hashtag non-profit radio to join the conversation through twitter. Welcome to the people from small non-profit chat who i was just with on twitter. I hope some of you were joining us. Use that hashtag non-profit radio right now. We take a break when we returned. It’s smart interviewing makes great hiring, so stay with me. You’re listening to the talking alternative network. Duitz lorts durney are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com hello and welcome back to big non-profit ideas for the other ninety five percent. My guest now is cheryl nufer cheryl is a founding partner of peredo consulting, providing small to medium sized organizations with business tools that are often available only the large for-profit corporations sounds like she’s sort of stole the tagline for this show. She’s, a strategy and organization development consultant with more than thirty years of experience, and i’m pleased that her expertise brings her on cheryl nufer welcome to be here, it’s a pleasure to have you thanks what’s wrong with traditional interviewing. Cheryl well, we have a top ten list of what goes wrong in interviews, but really, they’re too big and the first one is that it’s? Hard to believe, but a lot of interviewers don’t really know what they’re looking for in a candidate, and so they just figured that the more people they interview, the better their odds it’s kind of like vegas, and they don’t know when they see it. The second big problem is that they ask risky question when i say questions, yeah, what is that? Yeah, i don’t mean just the way i talk typically think about what we call illegal questions is that a problem, but risky questions, questions that, uh, a candidate can prep for that, they can anticipate that they can prepare a candid answer for which made or may not be the truth. So the data on which to base your hiring decision is a lot. So those sounds like questions like what’s your strengths and your strengths and weaknesses, like those types of questions are risky that’s exactly right? Because people can anticipate them. Yeah, the common ones, we here are what you just said there, but it’s also questions like, what would you do in a situation? For example, if you were faced with an angry donorsearch or this job is going to require a lot of long hours? Will that be a problem for you? Or my favorite is tell me about yourself. Why should i? And these are risky because they’re predictable is mentioned. Secondly, they solicit the candidates opinions and, you know, i don’t want to sound harsh, but the candidate doesn’t know a lot about what’s required for success in the job interviewer does interviewers opinion it’s most important and then last so you can say that. Not sound harsh if i say it, it sounds harsh coming from you. It just sounds very matter of fact unprofessional. And final thing is that they also asked the candidate to hypothesize, so if you ask, you know, what would you do in a particular situation? They can tell you just about anything now? Is that what they would do if they were faced with that situation, your organization, they may or may not. So again, all of these risky it’s interesting that you call very typical questions risky, but i understand. I understand why. Yeah, well, it’s all about making it’s all about collecting data to make a decision to predict how someone is going to perform in your organization and the risky or your database to risk your your hyre decisions. All right, that’s. So that’s the interviewing that we’re all most familiar with, we either do it or we’ve been through it, or or both. Why don’t you just start of acquaintance with behavioral interviewing? Okay, well, behavioral interviewing is not just about the interview. It’s really a business process, just like your financial processes review hr processes and it has a set of steps and so it starts off with identifying and defining the skills for success, and then you create a line of questioning that’s based on those skills, you put that in an interview guide, follow the guide after you interview you right candidate based on the data you collected and then all of the interviewers get together and share their examples, make a hyre or no hyre decision. So, first of all, it’s a repeatable process um, in terms of knowing what you’re looking for, i think that’s a really big difference, what we talk about is looking for a balance skills well, and what we’re looking for doesn’t that come from the job description? Well, not necessarily that’s a good question, because a lot of organizations job description are nothing more than a list of responsibilities that they will fulfill once they’re hired, but what i’m talking about is a list of skills that are required to be successful in executing those responsibilities. And so we look at those in terms of technical skills, which are really job specific and things maybe, like marketing most iranians fund-raising sales and then another set of skills that we call professional skills you might. Also call the sauce skills and these cross jobs and these air things, like planning and team work and initiatives and judgment, integrity. Those kinds of things way have a saying that a lot of organizations hyre on technical gilles. When they have to fire someone. Cheryl, we have to take a break. When we come back. We’ll continue this and start exploring why behavioral interviewing is better than what we’re all accustomed to. Please hope everybody stays with us. We’re talking smart interviewing makes great hiring e-giving connecting dick tooting, getting ding, ding, ding ding. You’re listening to the talking alternate network to get anything. E-giving good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that calm mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas but an average budget, tune into tony martignetti non-profit radio for ideas you can use. I do. I’m dr robert panna, author of the non-profit outcomes toolbox. Welcome back with my guests, cheryl nufer of peredo consulting, you’ll find peredo consulting at parade o p r e t o hyphen h y p h e n but don’t spell hyphen just put a hyphen in consulting peredo hyphen consulting dot com. Cheryl, why is this method behavioral interviewing superior to what we’re all accustomed to? Well, that has to do a lot with the questions that you ask, i said before the other questions or risky behavioral questions are based on principle that past behavior is the best predictor of future behavior, so if we can figure out in an interview how a person behaves in the recent past in situations that are similar to what they face in our job, then we have a pretty good idea how well behaved if we hire them. So this is the opposite of stock investing investment advisors who will say past results or no indication of future returns, right? But past behaviour is predictor of future behavior. Yeah, because we are creatures of habit. So there’s a great formula for creating a behavioral question that your listeners could start using right away. So what you do is you start with phrase something like give me an example of the time in the past, or maybe describe the past situation, and then what you do is you go back to those skillsets i was talking about a minute ago there that are important for success, and you plug in burbage that describes the skills so let’s say we were talking about initiative, then we’d say something like, give me an example of the time in the past when you went above and beyond job requirement for a time in the past when you anticipated a potential problem and you made contingency plans. So what you do is always in behavioral interview issues asked what people did in the past versus what they would do in the future, which is a hypothetical. So this sounds harder to fake, but i have to tell the whole story. Now you have to tell a whole story, and it is very difficult to fake because they’re hard to anticipate, and a good interviewer should be asking specific follow-up questions? I mean it’s, easy to just ask the behavioral questions, but it’s an interview are you start listening for what you want you want a real situation. You want to understand what they said or did in that situation and you want to know what happened, what kind of results this is scaring the heck out of me if i’m in it, i’m nervous that’s a good thing i have my own business, so i’ve never run into this well. So what if i don’t have a story about initiative? Alright, i’m under pressure. I can’t i can’t think of one well, that’s a common thing and our bullets, the interviewer is to bring out the best in the candidate, so what we can do is that’s good that’s that’s reassuring it too, because when you’re comfortable, you’re going to share more information with me, so i would i want you with questions such as you know what about in this specific job? Or i may rephrase the question where someone doesn’t have work experience. I might ask them to think about a project that they did in college or maybe a summer job so anything that i can do or i can say, you know, we can come back to that question and give you a few minutes to think about it if you’d like, there are a lot of ways to handle that it’s not uncommon for someone to freeze up. Okay, i pulled listeners before the show. One of the questions i asked is, do you feel you’re hiring? Process is efficient and you’re hiring the right candidate, and about seventy one percent said yes and about twenty nine percent i said no, so we want to help the other third, but that two thirds may not be may not be as efficient and hiring savvy as as they think. That’s, right, that’s recorders almost sorry even if they have a good track record of getting good can bring along good talent beauty of behavioral approach is that up? You don’t necessarily have to interview a lot of candidates and pick the best of the lot if you know what you’re looking for and you have a good screening process and you interview the candidates and their experiences match the criteria for success. Technically, you could hire the first candidate you interview, which reduces your cycle time, and it also keeps you from potentially losing a good candidate because you’re hiring cycle is too long. Have you seen organizations do that either? For-profit or non-profit don’t they don’t they typically say, well, she was very good, but maybe we’ll find somebody better. Absolutely, and that positing are not confident in their process. There’s something in there god says, you know, i’m not confident in the data, my process for evaluating it and that’s where a good process really builds confidence to make that decision when you see that good. Okay on, yeah, these air interesting. Ondas you said very these type of questions very hard to anticipate that they’re going to come. How does the interviewer prepare? You talked down a little bit, like going a little more detail on and then shortly we’ll get to how many interviewers there should be, but but but how do we prepare as an interviewer? Oh, as an interviewer? Well, basically, you identify the skills that are required for success in the john. Based on those skills, you develop a line of behavioral questions using the formula that i shared with you. Typically you will type those up in an interview guide or just lift if you have multiple interviewer shall divide that list up among all of your interviewers so that there are no gaps in your questioning and there’s no redundant safe so everyone has their game plan. They interview based on that. So that’s, the primary way that you would prepare a search would review the resume common things, write what you want you want it certainly want to be prepared. So if it is a a siri’s of interviews interviewers, they don’t ask the same questions then no, they don’t that’s really a waste of time, and you have so little time in an interview. You want to make sure to use it wisely. Now they ain’t me ask multiple questions about a specific skill, but they typically don’t ask the same questions because if they asked the same question, the candidate will probably give the same example and that’s kind of silly. You still tell the same story twice, exactly, and you would expect that so it’s not the interview each fall. That’s the interviewers fault for not being prepared. On the other hand, what if all the interviewees stories, anecdotes come from just one of their jobs or something? Or just too? And they’ve got, you know, thirty years of experience or something like that? Well, that would absolutely be a red flag. Either they’re bred through depth of experience is not what it may appear on their resume or perhaps there’s something that they just don’t want to share with you so that’s something that you may, if you find when you bring your interviewers together, that the same stories were told to everybody, then you could either make a no hyre decision or you could make a decision have follow-up phone interview where you would try to clean examples from some of their other work experience. Okay, so you’d like to follow up interview to be by phone, but the first one to be in person is that right? What i’m talking about here is typically you would do a phone screen, ok stations, and then bring the candidate in for face-to-face what i was saying is, if you feel you can’t make ah hyre no hyre decision, you know, you always have the option to follow-up again by phone and asked more questions, okay, okay, um and so since we’re talking sort of around this, what is your advice around having just one interviewer or having a siri’s of interviewers, um, or even having a panel? Okay, well, we would always recommend more than one interviewer, if at all possible and you can is that just to eliminate bias of one person, it could eliminate bias. It can get you more data, because if you have two interviews that you have more data on which to base a decision, listen, there are two ways of doing what we call a serial interview, which is cheryl interviews candidate hands candidate off to tony who interviews to hands it off to joe, and then when you separately and then after all the interviews, you come back together and share your example and make a decision. There’s also the panel interview where you have multiple people interviewing the candidate at one time, and you, khun, do multiple panels panels are great ways to involve more people from your organization and getting exposure to candidate. You just don’t want the panels to get too big. You know what is to become a panel? Interviews khun b scary. I’ve heard stories from people who were interviewed by five people or so that’s pretty intimidating it’s very intimidating. I’ve been interviewed by him and he had six at one time. I know. A lot about interviewing and that that was a nerve ng me, what we recommend is either two or three. When it gets above three, it can not only be intimidating, but it’s difficult for the interviewers to kind of it should be choreographed. So you should have someone out of the panel who is kind of the host and is kind of orchestrating this interview. There’s not an r k. Everyone firing questions at the candidate, and it really doesn’t set the candidate up. Cheryl nufer is a founding partner of peredo consulting. You’ll find them on the web, but peredo pr e teo hyphen consulting dot com we’re talking about smart interviewing, making great hiring, cheryl, is there an advantage of serial interviewing over the panel or the other way around? Well, there is an advantage in the advantage is that when you’re in a panel, if you conduct one panel interviews, all three of you are hearing the same stories, the same situation in a serial interview. It’s more likely, you will hear different stories, or sometimes the same story told different ways. And so, you know, that sounds bad, but it can be bad if in fact, there are vast differences in the story, like your fourth step in the supposed be the results. So if the results who are different in the same story across to different interviews that’s a bad sign that red flag may be, the results keep getting better and better. Three interview that’s a great way to start catching a candidate who may be fabricating for people actually do that. Is that true? Absolutely, they do. I’ve heard rumors to that effect, but i always hoped it wasn’t so another question i asked listeners before the show is our hires in your office typically interviewed by more than one person and seventy one percent said yes, fourteen percent said no, so most people are doing the multiple interviewing and then fourteen percent said depends on the job. Um all right, is there a job where the solo interview makes sense or no, you really just don’t like that at all. There’s a situation, i guess i mean when just one interviewer makes sense. Here’s what i would say in some more straightforward job, maybe some entry level jobs it could perhaps the appropriate that i say it’s no more appropriate in bigger organizations, bigger cos you have a really small organisation. You have to hire the right people. You i have no where to hide them. You have no one to cover for them. Hyre abad a bad fit so i think it’s always good in a small organization, if possible, to have a second set of eyes and get that second set doesn’t have to be somebody that the person is going to report to, right? It could be a colleague. I mean, taking officer just four or five people, they’re going to be hiring off fifth or sixth, like a cz you’re saying that’s a big percentage of the staff, it doesn’t have to be somebody that that person would report to write absolutely not. And in a small organization of horrified people, i mean everyone’s wearing multiple hats, they really have to depend on each other. So everyone has a big stake in making sure the best person has brought onboard so it could be a appear. It could be someone that maybe is performed well in a similar job in the past. You’re absolutely right. It could be just as long as they’re good. Interviewer god, they would be appropriate. How do we gauge technical expertise? We’ve been talking about behavior? Well, you can use behavioral questions to get that technical competencies, but technical skills are a little bit easier. For example, if you were hiring someone for fund-raising you can actually have them bring in and explain fund-raising approaches that they’ve used in the past, and i would ask a lot of follow-up questions to make sure that what they brought us, something they actually did. There are tests that you can use for certain technical skills. You can also do simulations, so for example, if you were hiring someone for a sales position, are fund-raising position you could actually have them come in and do a presentation to a team of you, and so you were potential donors and see how they would handle it. So there are a lot of ways to get technical. We have just about a minute left, cheryl, what potential problems should people look out for if they’re goingto implement behavioral interviewing? I think the biggest problem is asking a behavioral question and assuming you’re going to get a behavioral answer, so you have to be able to sort out hypothetical responses through a good line of follow-up questioning about the situation there, action in the results in-kind situation. Obstacle, action and results. Shell nufer is a founding partner of peredo consulting, which provides small to medium sized organizations with business tools that are often available only the large, for-profit corporations. Cheryl, thank you very much for being a guest has been a pleasure. Thank you so much, and i hope that this information will help you. I think it will help listeners. Thank you very much. A pleasure to have you thank you. Right now. We take a break, and when we return tony’s, take two. I have a favor to ask, stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s, time for tony’s take two at roughly thirty two minutes into the hour. My block this week is i have a favor to ask. I asked block followers to give the show a one to five star rating on itunes, just like i asked our podcast listeners to do in the past two weeks, and podcast listeners stepped up thank you very much for doing that. I’m not going to prevail on you for third week, i won’t ask you to take that easy step by going to the very simple to remember non-profit radio dot net podcast listeners i’m not asking you to do that to go to non-profit radio dot net and then to click on view in itunes and then on the next page to scroll down to the bottom and click the one to five stars not asking that this week, i asked blogged followers to do that, so the only group remaining is live listeners live listeners open a window, go to non-profit radio dot net, click overviewing itunes and then on the next page, scroll down to the bottom. You can do it five listeners, you’re the third segment that i’m prevailing on non-profit radio has a linked in group. You will find us on linkedin. Please join the group is going to be a place for us. Teo. Host discussion whether it’s follow-up to a show or discussion about new topics that you might like to hear on the show. So please check us out on linked in. And that is tony’s. Take two for friday, april thirteenth, the fifteenth show of twenty twelve. Maria simple the prospect. Find her. Are you there? I am here. I know you are maria simple. You’ll find her on the prospect finder. Dot com she’s experienced trainer and speaker on prospect research. Her book is panning for gold. Find your best donor prospects now. Welcome back, maria. Thanks for having me again, tony. Always a pleasure. We’re talking about relationship mapping and minding your own data. What is relationship mapping? Well, in a nutshell, relationship mapping is trying to map out relationships to prospects in your own database, but also to find new unknown connections. Either those connections that may exist within your database that you didn’t realize existed relationships between people or it could be relationships outside of the organization. So, um let me give you an example. We’ve talked in the past about reactive prospect research and proactive prospect research, so reactive is when you have a known name of an individual or perhaps an organization, an entity, and you need to know more about them. So you have a note you have you’re starting from a known point, and you’re just trying to find more information about that that’s reactive research proactiv might be if you are sitting with other members of your staff or perhaps members of your develop your development committee and, um, discussions starts coming around about cos center in the region or some new names that have popped up new people in the community, and you’re trying to figure out how are those people connected to others in the community? How well connected they may be, but also what might be the pathway to get us to that person or to get us to that organization? So here you’re you’re starting off with a lot less information, and you’re going to go out and proactively speak more information about about that. So, uh, let’s say you have ah, donors and your database, and you’d like to know a bit more about who else they may be connected to. There are some tools out there that we’re going to get into in a moment that will be able teo, help paint that picture for you, so speak so there are a lot of very useful tools that are available to us both free and sea bass, right? I always appreciate that you come with lots of free resource is i try to come with this much free is possible, but i do realize that some people do have some budgets or maybe already tied into some cem prospect research tools that they didn’t realize also had this other relationship mapping component to it that they might not be taking advantage of right now. So i do like to include some of that information, so i think we should just tell people at the outset no, that what the all of the resource is that we’ll talk about on today’s show i have compiled the mall in a list, and i’ll post them on both your facebook business page. Tony, and i’ll do it also on your new lincoln group, if that’s alright with you too, so this way they can they can listen and not have to worry about taking as much in the way of notes at this time, because i’ll point them to all of the sights. Okay, let me just share with you the poll question on this dark, which was, are you using relationship mapping tools? Many free, like muckety dot com and note excel, which we’ll get to toe uncover relationships in your existing data? Nobody said yes, half said no, but i know about the tools. And the other half said i’ve never heard of this. I better listen on friday, okay, so even people who know about aren’t using them. So hopefully we so we need to motivate a little bit. This is this is a lot deeper than just the pull down menu of friends that each person in your database has right friends within the database. That’s correct? Yeah, this’s much deeper than that. And so there are services that have done a very nice job of compiling people, compiling companies who those people are within the companies within the foundation’s, etcetera and and really painting a picture of how these people are all interconnected because, you know, building relationships is really crucial to the ongoing success of a nonprofit organization. We hear over and over and over again and development about how people give to people, get out their network, meet more people, build relationships and so on and so forth. So this could be a way to at least identify who some of those other people are that we should be talking. Tio okay. And so this is before we get into the actual services thes air screenings, right? So you would share your data with the companies that you are with the sites that we’re going to talk about? Is that right? Well, no, not necessarily. I go in and i used the services on a one off basis. No, i go in and i plug in the name of an individual, and i see what that particular service might have compiled on that individual and who they’re connected to in the world and so forth. So i was doing a little bit of testing this week on ah, well known name of an individual who is connected in both the business and the foundation world here in new jersey. And i came up with some really interesting results. I don’t know if you want me to get into, you know that specific name or any of that. I’m not the person. You. Yeah, but i know that you can just go and start with just a name and plug that name in. Okay, you can do it on individual name basis, but i’m a little confused. So i thought this was data mining. Can you also reveal relationships within your database? That goes deeper than that? A couple of theirs, too. Services that i looked at in the last couple of weeks. Preparing for this show that do allow you to do it with your own. Yeah. Never prepared. I tried. You should be the host. So two of the services one free, one fee based to do allow you to talk. Kind of. Take a look at your own database and discover relationship. Let’s, get into what? The zone. Now, what’s the what’s, the free one. Okay, so a couple of the free ones. But since we’re on the topic of minding your own database let’s, talk about a free tool that allows you to do that. It’s called node x l and o d e xl and this is actually a an interactive network. Visually, they call it a network. No, i can’t even talk visualization and analysis tool that leverages your m s excel application as the platform. So it’s a plug in really for your if you have anything that you can export to excel and they say it’s a free download in a zip file. Now i’ve not tested this. Hopefully, you know, i’m not missing speaking here that it’s up and still available and working, but that were supposed to be able, teo, help you identify relationships that exist within your database. And then is this one of the companies that are one of the site, so that will give you those fancy looking maps with all the detailed lines and showing all connections between people and treat people and companies? That’s, right? That’s really kind of the cool thing about this, about this whole notion of relationship mapping is that imagine tony martignetti being a little stick figure on your computer screen and resonating out from there like a starburst? Almost would be lines like spokes. Okay? And so tony might be connected to the two martignetti. Plan giving advisers tony might be connected to abc board of directors for a corporation. Tony might be connected to x y z non-profit board. So all of the spokes are pointing out to other places where tony has a connection. And this is all mind off the internet. Really? All of the publicly available data foundations also. Right. Someone’s got to foundation that’s, right? That’s? Right. So one of the other now a fee based tool that will allow you to look at again at your own relationship management tools. You’ve heard of sales force, right? Which is what they call a, like a cr ram, a customer relationship or constituent relationship management tool. What’s jargon jail. They’re okay. You know, that’s going trying to explain. So it’s it’s really it’s a way for you to house all of your contact information. A lot of people. Will you simply use something like outlook for this? Um, but anyway, it’s it’s a tool to house data on individuals that either customers, donors, prospects and sales forces. Actually, they do have a component available free to non-profits, by the way. So they have a tool called prospect visual. And what prospect? Visual does is it interacts with sales force, so they provide. They say that they provide their clients with comprehensive intelligence about their target opportunities, and they deliver key insights about ways to reach them with trusted introductions. So that is a fee based tool, and that might be something that if your organization is using the sales force to track all of your donor records and so forth, you might take a look at using prospect visual right now. Do you know whether prospect visual works with the free component, the free offering of sales force for channels? I didn’t get that far in my research, so i’m not one hundred percent certain about that, but i would think that it should interact who is even what they have available to the non profit sector, if not certainly something you might start asking sales force about. If you are sales force user, that might be something you could bring to their attention that you would like access to having this integrate with prospect visual. Okay, so there’s two tools that i know specifically of that i’ve i’ve come across that will look at your own your existing data now. Do you know? Do you import to the to the sales force based one the prospect visual? Is that also an xl import or export to it or someone you know? I think that directly connects and relates into your sales force dot com database. If you have a database house there, you would look at prospect visual if you have your database housed and more if you’re really small and you’re not into any type of fund-raising software, you might take a look at this note, excel if that plug in is available for you day or what, or whatever program you are using for your database management, you might be able to export from there to excel, yeah, and then and then from excel toe node excel, right? And, you know, i think it would be totally reasonable as well, now that i’m thinking about it for you to go to your software provider, whoever you are using for donor database management and say to them, hey, you know, i just learned about this new tool called relationship mapping i’d love to be able to know what does your firm offer in terms of a tool that i can use to mind, ah, nde, find new and existing relationship that i didn’t realize existed within my own database. Okay, we have just a minute before break. Maria, you wantto introduce us to another? Yeah, let’s, get yeah, let’s, get into one other one that’s free at this point. Muckety muck, itty dot com m u c k e t. Why this’s really pretty cool? It is. It explores path of power and influence. That’s. What their tagline, your muckety muck. So you can see here by a person’s name or an organization name, but don’t use me as an example because i am not a muckety muck. So put somebody else in that that that was your name in there. You didn’t come up in that database. I did. I did try to put your name in there while i was playing, but i could wait. What’d you say i was busy talking over you? What? No, i didn’t find your name in no surprise. All right, so you gotta rub it in. Thank you. Couldn’t just leave it. It wasn’t enough for me to just joke about you had actually make it realistic. And riel really? Thank you. Thank you so much. This’ll be maria’s last time on this show. So you may as well. Tweeter of fan fond farewell use hashtag non-profit radio say goodbye to maria. Actually, we’re going to take a break and when we come back we’ll talk more about muckety without me, so stay with us. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast. Talking. Welcome back to tony martignetti non-profit radio i’m talking with maria simple about relationship mapping on dh, the next site that we’re gonna talk about his loser dot com. So your prospects are not on muckety like me, which maria hastily pointed out, you goto loser dot com and they’ll map all the of course they’ll be no spokes coming from that would just be one little stick figure in the middle. No spokes it’ll just have the person in isolation. Yeah, i’m not sure we should be sending people to that site. I have no idea. I don’t know what that all right, let’s, talk about mark s o muckety. Yeah, you know, we’ll we’ll provide you with that nice visual map, as i described it a little earlier about how people are connected, but also they have ah, brief bio that they provide on individual. So i do find that quite used so you might come across an individual that you’d like tio run through that particular database. I frequently when i’m doing my prospect research, tony, these are tools that i have in my toolbox, right? So i’ll be, you know, doing research and finding out what? You know about their philanthropic giving about their assets, anything i can get ahold of in the public domain. These sites are yet another tool that i do reach out to and run their names through the services. Sometimes it’ll be in one service, and sometimes it’ll be in another and that’s why it’s important to kind of have a nice arsenal that you can tap into and have more than just one even relationship mapping, mapping tools? What i think is valuable about these tools is i want to point out that because i was looking at the some of the maps that were created, they don’t just show the person and their connections, but then let’s say the person is connected to a foundation and then the other people who are connected to that foundation that’s, right? And then as well as other people connected that person so it doesn’t just go one one level out or one dimension, right? You can keep, you can keep expanding it out much further. So as i was talking before about using your name is an example. Let’s say you’re connected to the x y z foundation. Well, then, certainly that’s. That’s not just a bricks and mortar building, right? That foundation, that foundation is made up of people so you can actually click on that foundation name and hit expand. And it will then show shootout spokes. And at the end of each spoke will be the individual names of other directors who are connected to that foundation. So presumably then tony martignetti would have access to say all ten of those directors of that particular foundation. And this all has the advantage of being visual which appeals to a lot of people. Yes, absolutely, absolutely so. Moving on to the next tool i want to talk about is corporation wicki. And again here you can search by people, companies and st. So one of the things that i liked about corporation wiki is that you can. Then you can click on your state name and then drill down further to getting it just as far down as a name of a particular town. And names pop up their corporations and so forth. So, you know, a lot of the wealth in america. Tony is held by people who own their own business since right? So that was that was highlighted forthe very well many years ago in that book the millionaire next door. So you make you may have some new names pop up of businesses and individuals that you had no idea resided or ran a business in your particular community. And so this might bring up some new organizations and people that you want to check out a little further is corporation wicky one of the free sites or this is a pay one? Yes, it’s free. Well now another free one that we have talked about extensively in the past, it’s called lincoln and you know that is more on, you know, you have to be a lincoln member, which is free todo, but then you can also plug in the name of an individual, and it will tell you how many degrees you’re separated from that individuals so that’s more for me to be your business to business prospecting that you might be looking to do and developing relationship. So i don’t think we need to spend too much time talking about lengthen because we’ve talked about it a lot, but certainly it can be considered a relationship mapping tool they actually have ah provide a link to your listeners to something called in maps, which is kind of ah, cool, interactive visual representation of your own professional universe. Where do you find that? How do you find in mathos i’ve got the link for you right on the, uh called in maps, and i provided on the recap that i’ll send out after the conclusion of today was flickering through its on lincoln it’s unlinked yet, but i’m saying we’ll put it on facebook page and in the lincoln group. Yes, i’ll put it on both planes for you, uh, another freebie and the final one to talk about in terms of the free is called the notable names database, and they say that they track over thirty seven thousand people of note. Now i will say that there you’re going to be finding more of the, you know, famous people who are out there, but but certainly if you happen to have a prospect who is a famous individual or a donor who’s, a famous individual, you might run their names through the database to see who else they may be connected to, that they could help open some doors that sounds like it could also be called top one tenth of one percent dot com thirty seven thousand people that’s pretty small. But now that i’ve confused people, why don’t you give the name of that site one more time? Uh, notable names database it’s called n and d b and they had something called a mapper. Tools and andy be mad. Brutal. We have to leave it there. All these resources will be on the facebook page and the new linked in group maria simple is the prospect finder. You will find her. You will. You will find the finder at the prospect finder dot com. Thank you very much, maria. Thank you very much. Always a pleasure. Finance my thanks. Also to cheryl nufer for joining me in the first segment next week. The eminem’s melanie and melanie it’s the melanie show. Melanie grace west writes the donor of the day feature for the wall street journal. I have a special title all set for her. You’ll have to listen to hear what that is. I’ll ask her how she likes to be pitched so that you can give it your best shot at getting major coverage for your donors. In the journal, and we’ll also talk about what she’s learned from writing this column every day five days a week, the donor of the day feature and melanie schnoll begun is managing director at morgan stanley private wealth management. She helps her ultra high net worth clients make charitable gifts and get on boards, but she has incredible, really valuable practical advice that applies to any charity soliciting any size, gift or recruiting any boardmember also, do you think that the very wealthy people aren’t interested in small and midsize charity boards? She’s going to prove you wrong podcast listeners you stepped up. Thank you very much again for rating my show in itunes. If you haven’t yet, you can always start by going to non-profit radio dot net. I think i mentioned that once or twice earlier. And for those of you who did thank you again very much. Our creative producer was claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by regina walton of organic social media and the remote proof producer of tony martignetti non-profit radio is john federico of the new rules. I hope you will be with me next. Week for the melanie show, friday, one to two p. M eastern. Always at talking alternative broadcasting at talking alternative dot com. They didn’t think that shooting. Good ending, depending. You’re listening to the talking alternative network, get anything. Cubine how’s your game want to improve your performance, focus and motivation? Then you need a spire athletic consulting stop second guessing yourself move your game to the next level, bring back the fun of the sport, help your child build confidence and self esteem through sports, contact dale it aspire athletic consulting for a free fifteen minute power session to get unstuck. Today, your greatest athletic performance is just a phone call away at eight a one six zero four zero two nine four or visit aspire consulting. Dot vp web motivational coaching for athletic excellence aspire to greatness are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications? Then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Thanks. You’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Looking to meet mr and mrs wright but still haven’t found the one i want to make your current relationship as filling as possible, then tuning on thursdays at one pm for love in the afternoon with morning alison as a professional matchmaker, i’ve seen it all with distinguished authors, industry coolers and experts on everything from wine to fashion. Join us as we discuss dating, relationships and more on talking alternative dot com. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect, no more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society, politics, business it’s, provocative talk for the realist and the skeptic who want to know what’s. 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I Have A Favor To Ask

I’m the aptly named host of this weekly internet radio show, Tony Martignetti Nonprofit Radio. It’s doing pretty well after 21 months. Over a thousand iTunes downloads per show. Over 600 likes on Facebook. And a spiffy two minute promo reel with a bunch of famous people, which I wouldn’t mind a few more people watching.

But iTunes is where I’d really be grateful for your help. I’d like to get more ratings. Today there are six, and that’s not representative of the number of listeners.

If you listen to my show, would you please rate it? It’s merely a few clicks (and one scroll), you needn’t write anything.

  • Go to the show’s iTunes preview page.
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I thank you very much.

I feel a responsibility to give real value on my blog, so I’m not completely comfortable only asking for a favor, even for just one week.

Here is this week’s value: philanthropy is a growth industry.

LinkedIn and the Council of Economic Advisors (opposite ends of the stodginess spectrum) teamed up to measure the winning and losing industries during our recession. They identified philanthropy as a strong growth industry between 2007 and 2011. Here is the article and infographic.

*You’ll have to have iTunes installed. If you don’t you’ll be directed to the iTunes download page.

Nonprofit Radio, April 6, 2012: Campaign Feasibility Agility & Creating A Culture of Philanthropy

Big Nonprofit Ideas for the Other 95%

Sponsored by GE Grace corporate real estate services.

Listen live or archive:

My Guests:

Eugenia Colon
Eugenia Colon: Campaign Feasibility Agility

Why is a feasibility study important before you embark on a fundraising campaign? What do you learn from a well-crafted study? Who should be interviewed and who should interview? Eugenia Colon of Colon & Associates sorts it out for you.

 

Laura Goodwin
Laura Goodwin: Creating A Culture of Philanthropy

Laura Goodwin, vice president of The Osborne Group, has ideas about focusing on your donors; collaborating; programming; board expectations and responsibilities; and leadership, all to help you increase your fundraising revenue. (Pre-recorded at Philanthropy Day 2011 hosted by AFP Westchester County chapter.)

 


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No. Hello and welcome to tony martignetti non-profit radio april sixth, two thousand twelve big non-profit ideas for the other ninety five percent i’m your aptly named host now that you’ve heard all that, you know you’re in the right place, your mind is settled for the next hour. I hope you were with me last week. It would cause me pain if i learned that you missed gift prospects planned gift prospects by phone. I mean the ottoman from kent state university took the role of professor to teach you how to identify planned e-giving prospects from your phone based fund-raising she’s been doing that for years with great success, and that was pre recorded at the national conference on philanthropic planning last year. Also, tanya said farewell to p p pee tanya how johnson sat with me at last year’s partnership for philanthropic planning conference to say goodbye to the organization she has lead for twenty years. She retires this month and it was cockney complexities are legal contributors jean takagi and emily chan from the non-profit and exempt organizations law group looked at legal issues around the viral twenty twelve cockney twenty twelve video, eighty six million views and we looked at it in ways that you haven’t covered. That makes us one in eighty six million. You’re in the right place this week. Campaign feasibility, agility. Why is a feasibility study important before you embark on a fundraising campaign? What do you learn from a well crafted study who should be interviewed and who should do the interviewing? Eugenia cologne of cologne and associates will sort that out for us and creating a culture of philanthropy. Laura goodwin, vice president of the osborne group, has ideas about focusing on your donor’s, collaborating programming, board expectations and responsibilities and leadership, all to help you increase you’re fund-raising revenue around a culture of philanthropy and that’s pre recorded at philanthropy day two thousand eleven, hosted by the ft west westchester county chapter. Right now, we take a break. When i return, i’ll be joined by eugenia cologne for campaign feasibility, agility. Stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people kapin. Hyre schnoll. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Offgrid welcome back to tony martignetti non-profit radio, i guess now is eugenia cologne. She is the founder and president of cologne and associates development consultants based in vienna, virginia. She has more than twenty two years as a professional fundraiser. She was instrumental in the design, development and implementation of the one billion dollar gates millennium scholars program, which she named i’m very glad that her expertise around campaign feasibility studies brings her to the show your junior welcome. Thank you. It’s. A pleasure to have you. Thanks for joining us from vienna. I want to remind listeners that you can join the conversation with eugenia by following us on twitter using our hashtag non-profit radio. And some people are already doing that now. Eugenia, why is a feasibility study important before a campaign? That’s actually an excellent question. My first ones. Excellent. Out of the box. It’s all downhill from here. Okay, uh, i think that you know, many people, uh, tend sometimes to think that they can proceed with the campaign without doing a feasibility study. But when you’re talking a major fund-raising effort like a capital campaign on endowment campaign, the feasibility study is important in determining if the proposed campaign has a good chance of success because the study will identify how much money your organization can reasonably raise, how long it should take to do that and what the costs are likely to be, uh, involved in managing the campaign. I think even more critically, what the study will also do is identify potential campaign leaders, donors, the strengths and weaknesses of the organization for the existing campaign plan of the organization they have developed. And it’ll include recommendations as to how the campaign should be conducted. But i think what’s really important for folks to know is that increasingly well done, well constructed feasibility studies are being conducted more in the framework of campaign planning studies because study will ultimately fundamentally provides the foundation proposed campaign. Okay on, you said that he’s applied teo large campaigns that would depend upon the size of the organization, right? I mean, half a million dollars could be a tiny, a meaningless campaign to some charities. But half a million dollars could be an enormous undertaking for others. Yes, and and this applies to whether the campaign is for capital or building expenses, or programmatic and dallman. Type wouldn’t it wouldn’t matter? It wouldn’t matter what would really i think be the determining factor and you raised a good point in the relativity of, of defining the terms big campaign on major campaign. What is, i think critical foreign organizations to recognize is whether what it is proposing to raise in a particular dollar goal is major fund-raising for them is this a departure from the routine annual fund-raising that they normally do that would then tell them it’s a golden setting is so significant then that tells them, or should i tell them that they should invest in having a feasibility planning studies done? They’re prepared to embark on that kind of a large fund-raising campaign. Eugene, i’m going to ask you to speak a little bit louder into the phone, ok? We’re talking, please, and your advice is that this study, which is really a series of questions, is that is that not right? It’s? Too good extent a series of questions it’s largely interviews that are conducted with internal leadership with key staff all fund-raising staff should be interviewed, it will involve select boardmember it should involve a number of key donors. Hand it. Should involve of perspective, thunderzord zoho people, you’re looking at an organization’s you’re looking at as funding prospects. And while the theories of questions that they will be asked in confidential interviews will be critical, if the process will also involves, uh for example, having a case statement okay, we’re going, we’re going to get into the details of it. I don’t want to get too far right now because in fact, we have to take a break in about two minutes. This is best done by who this this series of interviews it’s best done by an outside consultant because the outside consultants is goingto have a level of objectivity that a staff member it’s impossible for a member of staff, a leadership have. What do you mean objectivity around what objectivity on a number of levels, objectivity in that they don’t have any horse in the race that they’re not a member of the organization and they’re not on the board, they are not going to have an agenda that there consciously or for subconsciously, maybe advancing were seeking to advance in the process. They also will be because they are not staff because, for example, they don’t report to the boardmember as the president ceo would thie consultant who you have a much higher comfort levels in asking certain, maybe sensitive questions for in reaching out to donors with particular questions to invite input on certain delivery, herbal that’s been non-profit maybe using that a staff member or a member of the executive team is not likely to be able to do as comfortably, and so the so the strong relationship and we just have about thirty seconds before a break so we may be we’ll approach more this more after the break, but just that strong relationship that we always like to see in in in donorsearch charity relations and solicitations that is detrimental to this process. Yes, it could be yes, it could be most definitely okay, we’re going to pursue that a little more. We’re going to take a break right now on dh when we return. Of course, eugenia cologne stays with me for campaign feasibility, agility, and i hope you do too e-giving thing e-giving ding, ding, ding, ding you’re listening to the talking alternate network duitz getting anything. Cubine are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that come mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back to big non-profit ideas for the other ninety five percent, eugenia let’s pursue this idea that the that the close relationship can actually be detrimental. What what is it that the interview is is going to say or not say to the object of consultant that he or she would wouldn’t or would say, too, the person they have a close relationship within the charity? Well, because of the fact that the consultant makes clear and it’s made clear throughout the process that interviews are completely confidential and the consultant is this outside of individual, uh, the best example i would offer? Is it your ass? King? Ah, boardmember what he is does she sees as frank and weaknesses in the non-profits fund-raising then it with the president and ceo asking me boardmember that question and the boardmember felt that the president ceo puts the problem right? You know, you can see right there, how’s, that dahna is detrimental to the process to a successful, objective process, and i think that’s probably the best example, but i think i screwed, i think also on individual working within an organization because they are largely subject does not have the same, uh oh, as clear, um and hard, perhaps a perspective for view of the organization has an outside consultant might have in taking a look at wait thes questions then, and some something you said earlier suggests this also go much beyond who’s going to fund the campaign. Whether you, my my current interviewee, will fund this campaign or not. There is a much broader purpose to these feasibility studies serious, and i think that the most important at sex to keep in mind is that what one is really at the root of the entire process. What one is really looking for is to be able to determine how strongly the case for support resonates with each interviewing, meaning that while, for example, you may not necessarily knew probably, i definitely would not want to interviewing for a pledge what you can learn in properly questioning them as to how viable they think the organization is, how important they think this campaign is. Umm you could start to assess what this individual might be willing to give or what that foundation might consider giving and where your campaign would fall among their e-giving priorities. So you really are ultimately, underneath all of this, testing the case for support and testing some basic assumptions that, uh, underlying the non-profits rationale. Wei have jargon jail on the show. And i hate tio. Have you have to put you into the women’s block in jargon jail? So the case let’s, let’s define what? What you mean by case for support. Okay, uh, i think what the case is support for alternative we called case statement is not done. Is make, uh, is justified for presents the rationale as to why your non-profit isn’t important. Why your mission is critical, performing necessary work and therefore, bottom line. Why people, foundations and corporations should fund it should support it. So you’re making the case almost like a legal case for, uh, justifying support for your organization on dure finding out whether people agree with you. Exactly. Yes. And you’re finding out how strongly they agree. Agree with you and our how much they feel motivated, compelled war, tie tied to our inspired by your organization. And in all the process of these interviews and the questioning, you should be able at the end of the line to determine not only that individual that you interviewed not only their level of interest in support, but questions should be asked that also tease out if they would be willing to reach out among their network. Do they have a friend, family, anybody that they think they could bring to the table? And would they be willing themselves to serve on the maybe campaign steering committee or in some voluntary way to help raise? I see and these air all ways of getting at how strongly they belong? They believe in your your case statement your case for support? Are they willing to share it with their friends? Are they willing to participate in this campaign as as a volunteer leader? Um, what should we hope to get from the from the from the campaign feasibility study? Other than do the campaign or don’t do the campaign like, go or no go. Okay, um, first let me before i answer your specific questions, let me say that i would caution non-profit too make sure of two things in working for in vetting consultants to handle a feasibility planning study poker. The first is that they make certain that the people they’re looking at and considering have experience with organizations like they’re non-profit the second is that they raised the question with that consultant potential consultant as to how many clients have been told by that consultant that their campaign is a no go. Yeah, we’re going to get to that, but okay, you’ve raised it on and let’s talk about why that’s so important? Well, because quite bluntly, there is the potential for unwittingly or intentionally a consultant to be self serving in conducting a campaign coming back and saying you’re ready to go here are the things you need to do, but i think you know, your viable your campaign is viable, the bottom line being the consultant is hoping that since they did the study, they would be considered brought in to do the campaign launch. And that said it’s, a good question to raise with every consultant you’re interviewing, how many clients have you advised based on the demonstrated information and evidence that they should not proceed with? Yeah, yeah. Okay. Because there is the potential for conflict. Yeah. Okay. Back. Teo original. Yeah. What are you hoping to learn about your what your constituents think ofyou? Besides, whether they’ll support a campaign. Or won’t? Well, uh, the fact that you’ve asked the right questions that will allow you to determine whether or not you should you have the support they to launch the campaign is going to be the result of your having in your study process in your having done a number of things, including, ah, review of the movie in what we call environmental factors the current economy identifying your competition, so put some non-profits especially small to midsize, they are so understandably focused on just getting the job done, they don’t really always have a good sense of who the competition is. This helps to ease some of that out. You’ll also come away with a strong sense of your current financial strength of yours capacity to raise more whether you go forward with the campaign at that time or not, you will have also identified and actually engaged potential funders who have been interviewed in the process. So you’ve already started a cultivation process that can open the door to a new stream of fundez you will have strengthen relationships with donors who interviewed because you’ve engaged them on another level, and you’re going to be having brought back two with a study some point, some recommendations, some roasted skip ropes to jump that will have come from your current donors, and you should come out of this process with a tighter, cleaner, more compelling case statement, a case to support then you had going into it, and one that is now at the end of the process, bought into by not on ly external constituents, but by the staff and bored leadership who really needs to be on the same page about why you should be supported and they aren’t always yeah, we’re going to look into some of that internal consistency and in a moment i want to remind listeners that i’m with eugenia cologne and she’s, the founder and president of cologne and associates development consultants. Their site is cologne c o l o n associates dot com, so you’re you’re alluding to internal consistency here, across staff and senior leadership and bored in terms of what that case is about. What are there cases where those three constituencies and maybe even donors being a fourth constituency are not in parallel tracks? That’s very often the case, i think, especially with emerging or new non-profits and also small and mid sized non-profits who don’t often have the opportunity to say invest in marketing and branding analysis or, ah, strategic planning process with an outside of consultant to help you to thought that a defined mission and case to give an example of weather, sometimes our discrepancies, ah, boardmember may have come on board because they had a particular of tied to what they perceive to be the mission and purpose of the non-profit the president and ceo of the non-profit may be somebody who’s coming to the non profit sector from a corporate background, and went to a particular non-profit because they saw the opportunity to in fact, strengthens the non-profits delivery and its mission by bringing some corporate operation is spreading, and so that person looking at what you can do instead of more at what you brought into existence to do, and then the staff, especially in small and midsize non-profits in my experience, the staff bless them, are so strained and so stretched that they are typically jumping from one assignment one passed to the next and not always able to step back and say, is this from my front line in? The trenches perspective is this consistent with our mission? And so you don’t have always a clear sense for even an internal dialogue about what’s the mission and purpose case for supporting then there’s ah, strategic planning purpose around the campaign feasibility study? Very much so, yes, that’s that’s well put because really, i’m just rephrasing what you said. It really is a study that, you know, study is almost an academic term that makes it sound like it’s uh, pedagogic exercise, when in fact, the feasibility planning study is much more dynamic. And at the end of that three to six months, typically three to six months process should give you what amounts to atleast for the major fund-raising campaign, a strategic plan, but many aspects of the study will actually play into the overarching organizational strategic plan. There is some science to this i mean, you would, for instance, i’m i presume you would test the questions that you’re going to ask, how is that done? Well, i think the best way to test question is, first of all, to take it to the leadership, to the members of the development team and the executive leadership and i would say three to five critical boardmember to have them take a look at the questions before that i would say chip, haven’t take a look primarily at the external questions before the consultant goes out to do the testing, interfering with the external constituencies because you don’t ever want a misstep with the outside constituents. So i think that the testing of external questions by internal staff on board members is critical. Thes interviews this is not just ah, this is not a five or ten minutes. Sit down over a cup of coffee, is it? Oh, no, no. This typically should take around forty five minutes on could take i always ask interviewees to block out an hour. Uh, if it’s less than that fine to them because usually very busy people. But the questions should be comprehensive on at the same time as specific enough that you end up with responses that are really going to be useful in getting a baseline sense of where you are in a number of key issues. How do we determine who is going to be interviewed among the categories of people that you mentioned earlier? Who specifically? Well going in. The consultant can upfront tells the non-profit we need tohave a number of board members, we need tohave all the development team, we need to have the president ceo so there’s, a standard group that the consultant goes in knowing that they need to interview, but when it comes down to identifying key boardmember you want teo, build a relationship with your client with wealth would be with a non-profit and buy into the process by allowing the president ceo, for example, to recommend to the consultant who on the board would be interviewed. And i always, uh, suggests that you definitely have the chairman and careful coaches up the board part of the process. You also been asked the development department had a development in the president ceo to recommend a number of existing donorsearch number let me interrupt you there in in terms of the volunteers, prospects and donors, this study could be used as part of the cultivation strategy you’re including the person has an insider in in the potential campaign, absolutely most definitely, and that really is a critical takeaway of the study process, the fact that you are engaging these people and engaging them in a whole new way that actually is reaching out and asking for help in shaping. Uh, no uncertain terms. Where you’re going with this campaign, it opened doors to prospective thunders. It brings donors in on a new level, and it also engages re engages your board and your staff and volunteers in ways that might not have been possible before. But an interesting group to keep in mind that you wanted involved would be what you might normally see. His competitive organisations, similar organizations that are fighting in the same trenches as you are scrambling self-funding but you have partnerships with them, you’ve done work with them and you have a good relationship organizational leadership toe leadership that would allow the subject of study organization to say these two or three competitive quote unquote would be great to interview part of it. Eugenia, we have to stop there. Okay? Eugenia vic alone is the founder and president of cologne and associates. Their site is cologne, colo. And associates, dot com and eugenia is happy to take questions by email if you have them follow-up her email addresses eugenia u g e n a dot colon at cologne associates dot com eugenia, thank you so much for being a guest. Thank you for having me, it’s been my pleasure. We take a break and when we return tony’s take to my block. This week is two thousand twelve memorial e-giving ideas. Stay with me. You’re listening to the talking alternative network. Geever are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs welcome back, it’s, time for tony’s, take two at roughly thirty two minutes after the hour that’s quite a little voice crack roughly my block this week is twenty twelve memorial giving ideas because this is the season coming very soon for wedding anniversaries and graduation anniversaries mother’s day, father’s day and that makes the time when people are willing to make gift in memory of their family or dear friends and for planned gift. Some of my advice is that you could look at facebook your active there, looking for direct mail. Look at your email look at your spring events as marketing opportunities for memorial planned gif ts for instance, in direct mail, you could add a ps to a letter that you’re already planning a p s about remembering loved ones or dear friends in some type of a plan to gift, and you could do that at no additional cost. You’re already planning the mailing. If you have a newsletter that’s going out this season at a sidebar about remembering a loved one’s in your plant e-giving again, no additional cost and those and other ideas are at tony martignetti dot com, which is where you’ll find my blogged my block was named number eight this week in the well it’s, not a weekly survey, but this past week was named number eight in the top fifty non-profit marketing blog’s in a survey that’s powered by tracker, which is a pretty well respected, um, analysis, a company that analyzes blog’s. So i appreciate being number eight that’s cool that’s that tony martignetti dot com and much of that result is because regina walton does social media for my blogged, and i’m grateful for her help in that achievement. That is tony’s take two for friday, april sixth, two thousand twelve it’s the fourteenth show of the year, we have already finished the first quarter of the year. Next i have a pre record interview with laura goodwin. We’re talking about creating a culture of philanthropy. Here’s that interview welcome to tony martignetti non-profit radio coverage of national philanthropy day, hosted by the association of fund-raising professionals, westchester county chapter worth e edith macy conference centre in briarcliff manor, new york, and joining me now is laura goodwin. Laura is vice president for the osborn group and has twenty years of fund-raising experience. Laura welcome. Thank you. Tony, appreciate it. Well, now i have to live up to twenty years worth of wisdom here. I don’t think you gonna have any trouble at the conference. Knows your bona fide. I know your bona fide. The audience will know very, very shortly. Your conference topic is creating a culture of philanthropy. What? What do you mean by a cultural philanthropy? Well, that’s funny, tony that’s exactly where we started this morning. What does that mean for all of the various constituencies that we’re working with? Certainly we know the no brainer is that a culture of philanthropy ends up creating more donors who give more who are happier then they were without this culture, but but what is that? It that culture of philanthropy? So we ended up doing a lot of talking about was that change and institutional values that puts donors at the center of your philanthropy efforts? I think so often we we get tied up and understandably in all the details, that a taste to get the appeal out the door to get the event plan that we forget the donor experience that don’t know when this donor receives that appeal. Is it speaking? To them, or is it speaking about institutional needs? Organizational priorities? Or is it speaking to that donors, motivation, what we know really matters to them the most so that’s one of the ways that that ends up being manifested in being donor-centric i think one of the other things that we really spent a lot of time talking about today is creating a collaborative environment, whether that is collaborating with another organization or institution or internal collaboration, you know, was i was working in higher education does the development office sit off in its own corner? And who knows what they do over there or can let development office reach out to, in the case of higher education that dina faculty and say, hey, i have this great donor xero from you, i think you really could have ah, a powerful impact on that and have the dean, in fact, they say, well, of course, absolutely, i’ll do that for you program staff saying yes, how can i help in fundez development? Let’s talk about some of the different constituencies and donors included, of course, but why don’t we start with with the board? How do we create a culture of philanthropy among our board? Absolutely that and you you are right to assume that was a big topic that came up for sure, you know, what we realize is we were talking together about where our boards are now is how much preplanning needs to go into building that culture amongst the board before they ever even joined the board. So in the recruitment, meaning the group recruitment process absolutely, and setting those expectations from the nominating committee forward really setting that expectation that every boardmember as a part of as a requirement of joining our board is involved in some way and fun development that there’s a give and and a get policy not to give aura, get policy or no policy at all on that on that topics. So from the very point of what are expectations of our board in general to a recruitment process, making sure that every single boardmember who is invited has already been solicited is already an investor in this organization or in this institution that they believe we likened it this morning, the difference between taking a major gifts model to board recruitment versus a hiring model do we bring people onboard who have a passion for what we do know us from the inside our donors or investors in us, or do we say, oh, you know what? We need a lawyer let’s go find one, we’ll interview them, will recruit them. Oh, they don’t know anything about us or oh, we’re seventh or tenth on their list of philanthropies, or we’re not on their list of philanthropies at all. Um, how it’s a different tone how do we set these expectations? Would this be in writing? This isn’t a conversation i’m talking about in the recruitment stage, how, how in detail that we set the expectations? Absolutely well, i think certainly having that written policy is something that’s, a vital tohave that’s, something that that externalize is it from any one person in the executive director the ceo having to be in that that position of playing the heavy and saying, i really need boardmember sze who do this when it becomes a shared policy of not only the institutional leadership, but also that nominating committee that that becomes a part of the culture, it institutionalizes that practice, but then if we’ve only written it down, we haven’t really done that that donor-centric turd taking that donor-centric step we need to share that in the recruitment process and i think often a lot of particularly small organizations, but i think it’s not exclusively small organizations say, look, we’re so desperate for board members will kind of take whoever we can get well, darn it, you deserve better than whoever shows up you should keep looking. You should keep looking and not be emp embarrassed to have this conversation with board members talk about it, especially because so much of what i hear is trouble with a boardmember who isn’t productive and now trying to get them off the board, we can put it softly and say transition them off, but everything off however you do it, it’s it’s difficult, so don’t create a headache for yourself by recruiting someone who you’re pretty sure is going to be a lackluster boardmember and then they’re going to fulfill that expectation that you had and now you have sort of dead weight on your board and you have to deal with it. It could really be a drag abs tony that’s so true it so it’s too easy we make it. Too easy toe put people on the board, and then it becomes a way too hard to get the monk’s virality zehr involved in egos involved who were their friends are and it’s really very difficult don’t short change your organization that way, and and just take whoever will come as you’re suggesting, or so what other expectations are there around? Maybe attendance or activity level? What other expectations do we wantto set in advance during this recruitment? Well, certainly, i think that yes, that attendance should be something that’s spelled out in your board. Accrued mint prophecy that and it’s something that you’re bored share needs to continue to monitor that as a board we owe it to each other and to this organization to show up prepared, be engaged in in our right committee work in between boardmember ings. I think i would add to this that not only is committee work important, but that as board members we are all we should all and i say we because like i said on a board myself that we as board members all owe it to our organization. Tto find the right role in fundez elopement that regardless of what other committee we sit on? We’re all fundez developers and it’s a matter of matching the right skill set that each boardmember brings to the right fundez elopement job would i love a board full of solicitors? You know? Of course i would i would be thrilled to have a whole bunch of solicitors sitting there, but not realistic, but that’s not what success has to look like, besides and there’s a lot on of around fund-raising that board members could do without soliciting exact making entree introduction, maybe hosting something in their home so there’s plenty of non solicitation activity available, right? Absolutely something that we did as a board taking off consultant had putting on boardmember had something that we did as aboard this past year was to really diagram what our skills were actually did this with each other, not privately said, okay, we know that there are two rules that all of us need to be good at. We all need to be able to share the story of what this organization does. We all have to be ambassadors. We all have to be on the same page in terms of message, so let’s make sure that we’re abetting in our board meeting chances too, train up, make sure that we stay on the same page, that we bring new people in. And they get that it’s a part of their orientation and that we are all stuart’s, that we all have that opportunity to not only say thank you for your gift, but here’s, how it’s been put toe work because of you. We were able as an organization tto achieve this and this and this that are very tangible in concrete and understandable outcomes. Exactly getting the getting the board involved in that critical stewardship process. Right? All right, well, we spent a lot of time talking about the board, but i think that’s important it is the place to start right in creating this culture of philanthropy. Let’s talk about some of the other circles or constituencies. Um, what about among ah, among employees that are not fund-raising employees, how do we again, how do we create this cultural philanthropy? Absolutely. You know, he had one of our clients had a very interesting take on how he was going to embed this culture of philanthropy in his agency as a part of all of his interviews, regardless of what position he was interviewing for he is the ceo. I would ask that person in their interview here at our agency. We are all fundez fella, pers, what role do you see this position playing in fund available? That’s outstanding? I mean, even someone who does facilities, work or maintenance work or data entry every strata of asses isn’t every aspect. And so he was challenging them. And the point was not that they come up with the right answer. But did they have an answer? Did they think, were they willing to engage thoughtfully on what this could look like horses? I don’t really see that as part of my job that’s them that that mythical they who do development over here and that’s, not me. So it was really looking to create that that collegial environment that we’re all in on this and that’s very consistent with what we just talked about recruitment of board members, he was doing it in recruitment of employees at all levels, okay, what else? Well, let’s say after we’ve hired, how can we continue to instill that we all have a role in fund-raising or fun development again outside the fund-raising staff exact could we keep that going? Some of the critical players that that i think we need to be bringing on board that can demonstrate to do such a powerful job of demonstrating the others? Yes, when we call on you, it’s okay to say yes, we’ll treat you well and because they get a tremendous amount done for us in building that culture of philanthropy, making sure that you’re building a really strong relationship with your cfo, that business office or finance office, that having a strong, powerful relationship with them from the very beginning enables you is a fun developer to say, hey, you know what i’ve got a donor who either has a lot of accountability, concerns or demands, this is something that is a value of theirs it’s important to them to not have to be that conduit of the messages of the cfo to say, you know what? I would love to bring our cfo in tow have a conversation with you about how we invest our endowment, the ways in which we’re accountable for using our funds could i bring him, or could i bring her with me, on our next donor of is it, knowing that you’ve got that partner at the table is willing to say, oh, yeah, absolutely, i can do that, and i know what to do. I know how to translate, spread she into donor. Talking alternative radio twenty four hours a day. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community oppcoll. Hi, this is nancy taito from speaks. Been radio speaks. Been. Radio is an exploration of the world of communication, how it happens in how to make it better, because the quality of your communication has a direct impact on the quality of your life. Tune in monday’s at two pm on talking alternative dot com, where i’ll be interviewing experts from business, academia, the arts and new thought. Join me mondays at two p m and get all your communications questions answered on speaks been radio. This is tony martignetti, aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. Technology fund-raising compliance. Social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays, one to two eastern on talking alternative broadcasting. Talking. How can we incorporate this into the employees performance evaluation? You know, at the end of the year again, i don’t want to deal with fund-raising staff putting development staff signs for the model side, but all the other employees because that’s, that’s what they’re bonuses if those exist or that’s what they’re paying, if that exists well, of course they exist. Their pay is going to be based on what their attention is going to based on their their end of year performance evaluation. How do we build this into that? That tony that’s a great question, i think that’s something that we need to be looking at, as i think his organization’s mohr and more start looking for those over arching strategic goals and incorporating enterprise wide planning into their approach rather than siloed unit by your planting that that fun development needs to be on the table is one of those overarching plans. And then okay, as we start to get our feet under us, and if you’re in program delivery. All right, well, let’s, take a look at this. Overall. Strategical, what role could you play? Let’s have that conversation at the beginning of the year. Build that set of delivery bubbles that you’re comfortable with. And i know it’s not just going to be make work from a development standpoint that’s really going to be valuable from a development standpoint, and then and then we hold you accountable against those at the end of the year that there aren’t any fur in my mind, there aren’t any sort of standard set must have incorporated in the you know that every program officer needs to go on x number of visits over the course of the year, you have to be that know exactly that it needs to be organic and fit within the culture of the organization that what this person does but that it’s not okay to say, well, what i do is not development. I’m talking with lord goodwin, we’re talking about creating a culture of philanthropy in your non-profit on laura’s, vice president of the osborne group um, so as we’re talking about different maybe, uh, fears of employment or different departments with i’m thinking of the toughest case might be the key. If there’s a computer database person or staff, how might they be brought in? And i’m thinking to create this culture and i’m thinking, i mean, they deal with vendors, so maybe maybe we can transition to among the vendors in the service providers should should they also be knowledgeable about fund raising and fund development and how that’s all and what their role isn’t? And even though they work for a company that just provide services to us? Absolutely well, i want to take that sort of in two directions, i think the value of having that sometimes it’s that that bridge employees who understands the advancement services side of managing data that’s a must have that is that person you need to be cultivating or finding, you know, in in a big institution they’re goingto have ah, person whose job it is to translate technology into development’s, meek and development speak back into database that that, of course we know that that’s their lot of smaller organizations do they have that level of specialization? They can’t afford that that’s not realistic, but it doesn’t mean that you, as a development leader, can’t be seeking out who has that skill set? Who could i go to? Who i know can be my champion who is intuitively gets or or has that instinct for what we’re trying to accomplish here who could help me translate here’s the kind of report that i have and when i have this report and whatever for matter or can pull this query in the way that i’m asking for here is why it makes a difference to our whole organization, i think it’s, so important, even when they’re talking internally to keep reinforcing this report, as mundane as it may seem, is as wonky as it may seem, contributes to the larger hole that’s the way to continue to educate and build that internal culture as faras as external taking it to the external. Exactly. I think they’re with our outside vendors, absolutely they should be incorporated into be made a part of our overall corporate outrage. They have employees who, if we have a center or are, you know, an outside vendor, say it’s, a food service outside vendor? Well, they’re likely a part of that community. They’re deriving benefit from being a part of that broader community as a corporate don’t feel certainly they, you know they have a relationship that they from a from a business standpoint, have an interest. In continuing to to develop, but likely, as a company have philanthropic values, how could we meet up with their corporate social responsibility to use that that popular phrase here? What is what’s their take on corporate social responsibility? How can we connect with that and bring that back onto our campus, celebrating them publicly among our whole community or our broader donor community? We’re so happy to have this partner in providing this excellent service to us, but also being a philanthropic partners. Well, i think that there there is the ultimate win win let’s spend our closing couple of minutes talking about the donor center fund-raising and creating this culture now among this constituency are donors, i guess it’s just generally how do we get started with that? So that donors feel the this culture that we’re creating everywhere else? Absolutely. I think one of the things that we’re hearing from our clients across the country is that the the good old i have the ability to send out a male appeal and it can be undifferentiated. It’s the same letter i’m sending everybody in the world, it’ll pull pretty well, it’ll pull enough gifts back in to meet the needs that we have it’s good enough that good enough is just not doing it anymore. Couple that economic stress that so many are feeling at that at that low end of the giving pyramid with this increasing expectation of personalization, facebook knows everything about me and who i might want to be friends with and what adds, i might want to know facebook’s five hundred million customers are one hundred eight hundred million gigantic. Why can’t this organization that i care about say to me and maybe a smaller way and maybe a less sophisticated way but still say to me, hey, laura, we know you. We know what matters to you. We know what you value being able to give me a za donor the opportunity to designate my annual fund gift, for example, to say, hey, off these four core areas that are budget always supports maybe here’s one that’s more important to me or i love this program, i’m not going to restrict my gift and say you must spend it here, but i’d like to vote with my dollars e-giving that opportunity back to our donors being welcoming them to the table is collaborators in how they’re gift gets used that’s an important step to take at the other end of the spectrum pompel being oriented toward and setting those expectations of visit, visit, visit moving teo a face-to-face culture there’s no better way to be donor-centric than to look across the table at you, tony, and say, hey, what are your philanthropic values we fought motivates you find out so much about people just by having a simple conversation? Absolutely latto goodwin is vice president of the osborn group has twenty years of fund-raising experience, and we’ve been talking about creating the culture of philanthropy among all your different constituents here at national philanthropy day, hosted by the association of fund-raising professionals, westchester, westchester county chapter and this is tony martignetti non-cash non-profit radio coverage of national philanthropy day. Yes, this is non cop radio listen teo only by miscreants and general dealbreakers non-cash prayed eo my thanks this week to eugenia cologne and also laura goodwin and to the westchester county chapter v f p and their conference organizer, joe ferraro. Next week, interviewing and hiring cheryl nufer will be with me from peredo consulting with strategies to professionalize you’re interviewing. And hiring process also, maria simple, the prospect finder, will return with ideas from the world of prospect research podcast listeners both of you, you must have voted multiple times because after i asked you to last week now we have five ratings and we have five star rating on itunes. So my thanks, tio everyone who did that. I thank you very much for going and giving us enough ratings that itunes would give us a reading, and i’ll always i’ll be grateful if we could get a few more. Um, you simply go to itunes, open us up directly in itunes and click one of the one through five stars at the bottom of the page that’s not for those who already did it. We don’t want to don’t want to cheat in this in this voting process, but if you haven’t done it, i’d be grateful if you did either going directly to itunes or through non-profit radio dot net, i’d be grateful for your ratings there. Our creative producer is claire meyerhoff. Sam liebowitz is our line producer. The show’s social media is by regina walton of organic social media. Good job again promoting my blog’s. Thank you very much for that. And the remote producer of tony martignetti non-profit radio is john federico of the new rules will be doing some more remote, producing in just a few months, starting the new season. This is tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I hope you’ll be with me next friday, one to two p, m eastern here at talking alternative dot com what? I think that being a good ending, you’re listening to the talking alternative network. Duitz get in. Dahna duitz how’s your game. Want to improve your performance, focus and motivation? You need aspire athletic consulting, stop second guessing yourself. Move your game to the next level. Bring back the fun of the sport, help your child build confidence and self esteem through sports. 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Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s, ivory tower radio dot com everytime was a great place to visit for both entertainment and education. Listening. Tuesday nights nine to eleven. It will make you smarter. Talking all calm.

2012 Memorial Planned Giving Ideas

Spring Flowers courtesy of NixBC on Flickr
The memorial giving season is coming up: wedding anniversaries; graduation anniversaries; Mother’s Day; and Father’s Day.

Start thinking about your promotion of memorial planned gifts, or gifts-in-memory-of your donors’ loved ones, now, so you’re prepared come May and June. If you’ve already got this in your annual plan, excellent. Either way, I have a few ideas. Add yours.

Facebook It. Remind fans this is the season to remember loved ones and dear friends. Include a link to your giving or Planned Giving page.

Direct Mail. If you’re not doing a mailing devoted to memorial gifts, drop a slip into an existing mailing. Or add a P.S. to a letter you’re already planning. No additional expense for either of these.

Newsletter. Got a newsletter going out in May or June? Drop in a sidebar.

Email. Got a list? Send a blast. Include a link for more information, or a link that opens an email to you.

Events. A short mention at spring cocktail parties will remind people of their parents’ and siblings’ wedding and graduation years.

Build Endowment. If you have an endowment, encourage memorial gifts to create or augment a fund in memory of family. Donors with funds might ask family to make a gift to your endowment as their anniversary gift. If you don’t have an endowment, you probably should by this time next year.

I hope spring is productive for you, before things slow down during summer. I remember when that was true.

I like Tom Waits. Here’s his “You Can Never Hold Back Spring.”