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Nonprofit Radio for May 5, 2017: Idealware New Release!

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Karen Graham: Idealware New Release!

Karen Graham, executive director at Idealware, announces their new publication to help you use technology smarter. She has a discount for Nonprofit Radio listeners! You need to know this organization and its valuable work.

 


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Schnoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m your aptly named host. Oh, i’m glad you’re with me. I come down with high potro pia, if i saw that you missed today’s show idealware new release, karen graham, executive director, would idealware announces their new publication to help you use technology smarter. She has a discount for non-profit radio listeners, you need to know this organization and it’s valuable work and this new resource antonio, take two sexual harassment in non-profits we’re sponsored by pursuing two full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com and by we be spelling supercool spelling bee fundraisers, wee bey e spelling dot com i am so pleased to have karen graham back on the show and in the studio this time she’s a sort after speaker, trainer, writer and consultant with expertise in technology, leadership and innovation non-profit software and digital strategy. As idealware sze, executive director, she leads a team of researchers, presenters and writers who create technology information resource is to help non-profit leaders put their vision into action thereon idealware dot or ge and she’s at karin t gram. Welcome guarantee, graham. Thanks, tony. That’s. A pleasure to have you in the studio this time. What’s the tea for the tea and karen tigre off. Theresa theresa now, karen teresa? Yes, we must. Yes. Ok. Last time you were on the show was from sixteen and t c the non-profit technology conference last year. And you were talking about virtual order eggs idealware is a virtual organization. And you were talking about how to manage that tell us about idealware i really think this is something that i mean we highlighted you made you idealware listener of the week a month, a couple months ago or so. And i really do that for organizations it’s, usually for people. But idealware is outstanding. Tell us i need to know more about how extending it is. Thanks. I think it’s outstanding tio it’s a great place to work and that really a privilege to lead idealware but so here’s, what we do, we are a small nonprofit organization, and we also exist to serve small non-profits actually non-profits of all sides. But i think that the smaller ones that don’t have a lot of internal resource is about technology that don’t have people on their staff can stand to benefit the most from what we dio and are we talking about something like eighty five or ninety percent of non-profits exactly, i mean, this this show is a big non-profit agent for the other ninety five percent when we know that upper five percent has these professionals that you’re talking about, but i don’t know, maybe the other may be a small percentage of the other ninety five does does also, but not very money, right? Well, and we we know, i think your listeners probably understand that technology is really important for non-profits heard rumors to that effect on the show you so hopefully i don’t have to persuade people of that, but but we also know that a lot of non-profits, especially the smaller ones, really struggle to tap into the power of technology and it’s because they’re lacking the knowledge and the skills, and the resource is to really take advantage of it, and so idealware tries to be part of the solution to that, and so the core of what we do is impartial research on technology for the nonprofit sector and i’m gonna stop you at the impartial research partner. Do you object to me saying that you’re the consumer reports of non-profit technology? Some of my colleagues might object to that a little bit, but i think that’s a great shorthand way of describing what i do bilich dahna certainly all the feature you don’t take advertising companies don’t donate their software to you. I don’t think for evaluation do they just do not donate it all right? Ah, so your objective in that respect on dure i think your reviews are my voice just cracked reviews are just as comprehensive, and we’re going to talk about that exciting. We’re gonna talk about that in the announcement. That’s coming up, but yeah, i mean, you’re impartial objective. I’ve been citing idealware reports for years before we met before, i really was familiar with what idealware was just years ago on the show, because someone mentioned one of your reports. That was it was a comparison i think of of donorsearch hannes mint software or it might have been fund-raising software, but but i went through and i read the report and i saw the chart with all the bullets of different features, and it talked about features that you might need based on the size of your organisation and it just since then it struck me as very similar to consumer and just as valuable as consumer reports. People tell me all the time that they have that kind of experience where they’ve come across one of our consumers guides and you’re talking about the consumer’s guide to low cost donorsearch zsystems which is now and it’s, maybe fourth or fifth edition. I am that’s why i’m talking, you have to tell me what i’m talking about, and i rarely know. We just released the twenty seventeen edition in partnership with an ten a few weeks back, you know? Why aren’t you called the non-profit technology network? Well, it’s where they stole it, you should be the non-profit technology network. I don’t think that you know amy amy’s on the show every month, she’s, our social media contributor. Yeah, and there should be a social technology non-profit technology network, not them. Well, they’re they’re the network because their membership organization and idealware is not some of the misconceptions that people have about us, is we’re? We’re not a membership organization. And we also don’t do one on one consulting with non-profits i guess our bottle is more like a publisher in that we’re trying teo create some economies of scale in doing research and creating publications and resource asses that can benefit lots and lots of people, and so much of your your content is free. Yes, we’re not what we’re about to announce. Although we got a discount for this into the cracked voice, we’ve got discount for non-profit radio listeners coming up teasing, but but so much of your content like that survey. But you said i was talking about for five years and consumer guide that was free. I mean, i just went on your website, someone had referred me to it, and we talked about it on the show, right? So so much of your content is free and on our website, people also find workbooks that guide them through different kinds of decision making processes. Right now, we’re working on a new work book, which will come out in another month or two about developing security and bring your own device policies so it’s not just software that idealware covers it’s also policies and best practices and so that’s maybe the difference between idealware and consumer reports okay, that we’re not just doing reviews, but we’re also trying to help people get the most out of the technology that they have with policies and administrative practices things right? So you’re more you’re more robust than your consumer reports, plus that’s a policy in his administration best practices more than all right, all right. Let’s ah, that’s how we want to do this let’s go out for our break a little early when we come back we’ve got the big announcement the major announcement major announcement of the new uh, the new guide on dh then we’re gonna talk through it stay with us you’re tuned to non-profit radio tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really all the fund-raising issues that make you wonder am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s t i g e n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website. Philanthropy dot com fund-raising fundamentals the better way. Dahna welcome back to big non-profit ideas for the other ninety five percent guaranty graham, karen, theresa graham you have a major announcement major a love letter could say major award was not a major war, but you have a major announcement. What is the publication that is brand new that idealware has it’s the field guide to software for non-profits excellent twenty seventeen version yes isn’t even is even available now. It is now available on amazon, amazon, and i’m excited to say that this year, for the first time, it will be available as a kindle ebook as well as a paper version. Congratulations technology organisation uses smart use of technology all right, so we wanted to do that for a while. So so it is the field guide to software for non-profits, and we have a discount graciously provided by idealware if if you go for non-profit radio listeners, if you go to idealware dot org’s slash non-profit radio couldn’t be simpler. That’s a idealware dot org’s slash non-profit radio you will get the discount. The instructions are right there, and we’re going to say that multiple times throughout the show. Congratulations on the twenty seventeen field guide. Now, this is an updated version of previous work-life s we have published this book before, but it’s been a few years, and so this year we just went through every single word of it, and we checked all the research and updated a lot of thing things. And so this is significantly different than the previous version because, as you know, technology that changes so fast that a book from twenty fourteen is hardly even relevant anymore. So, almost even last year, it’s. Too early last year. Now the field guide. This reminds me of something i had in boy scouts and boy scouts. I had a field guide where it taught how to build a fire. Proper use of an axe. Ah, so it reminded me of my boy scout field guide years is there’s a little thinner? My boy scouts. Well, my boyfriend’s got field guy was more compact page size wise, but it was a it was a fatter thing. Well, and it’s it’s not unlike that kind of field guide, i think. And in two ways one, your maximum ship in there. I don’t know how to build a city teepee. Fire versus log cabin. Fire, you have that we don’t have, you don’t have that. But but we’ve got all the basics of forty some different categories of software in here, but i think the way it’s like that kind of field guide is that it’s it’s, fairly lightweight it’s ah, how many pages is this? About a hundred ninety pages? And so it’s not going to go in depth on any particular subject, just like, you know, with building a fire, you’re not goingto read about all about the history building fires and, you know, three hundred different ways to build fires in different conditions similar to that this is going to spend maybe two or three pages on each category of software, but it will give you everything you need to know on the fly. And and then, of course, if you want to dig deeper into a specific topic, there are lots of other resource is like our consumer guides that will help you do that. Okay, all right, fair enough, it’s also, i think, like like a traditional boy scout field guide or other kinds of field guides in that it’s useful for people who have a lot of experience. But also for beginners. Okay, that is important, right? So you don’t have to be ah, a tech geek, teo, to benefit from field guide, right? And likewise, in my scout longfield gotta remember, boy scouts was founded by i mean, it did have a history, but baden powell latto buy-in powers, the founder of boy scouts. I forget the year i actually even i figure this century, but, ah, lord powell. Nonetheless, um you are probably often asked what is the best software for human resource is or fund-raising management or accounting? And that that doesn’t that doesn’t sit so well. It’s not that’s not a valuable question to ask, is it? Have we talked about this before? I think we either have or i’m just very insightful, so let’s just assume the ladder i’m from the midwest, and so when people ask me questions that i think are stupid, i usually don’t say so outright, okay? I didn’t say stupid i tried to be very nice about it, but i said i’m not the most valuable or helpful question, but honestly, when people ask me what’s the best fund-raising software example inside, i’m thinking that is the wrong question, but the right question is, what is the best fund-raising software for me or for my organization? And that answer will be different for every organization s o that that’s a really key component of idealware approach is that we don’t say which software is the best, but rather we help people make that decision for themselves by understanding a lot of detail about their own requirements. What is possible to do with software and then what they’re different options are and what the strengths and weaknesses of different systems might be. And you have a whole section in the book devoted to selection, selection and implementation, and i’m going to take a little romp through the the table of contents cause i want people to see we’re going to do this. I’m going to just a couple times through the show, but i just wanted people to get an idea of the breath of what’s in this what’s in the field guide me so there’s there’s, a major section on back office and productivity and within that there’s accounting and credit card zsystems document management, email calendar, fire file, back-up recovery firewalls, hr office management, then there’s, a major section on analytics analyzing your organization’s data. Ah analyzing paper data, custom reporting tools, dashboards, maps and geographical information measuring social media, online listening program evaluation. All right, so we’re going to stop there for now, but that’s just a couple of the major sections. I mean, other section collaboration, constituent management. So i just said, we’re gonna stop there and i kept going, but so i get, you know, i’m excited by this because the the number of topics you cover and the depth and then there’s a section on helping you helping choose and in and within each of the conversations, the topics you’re talking about, if you’re small organisation with under a thousand records or a certain budget, you know, this might make more sense than if you’re a larger organizations with a thousand twenty five thousand records, etcetera or larger, you know you’re breaking it down so there’s great value here i want people to understand that, alright discount idealware dot org’s slash non-profit radio okay, and don’t forget the case studies too. I think that’s an important part of this book we start right towards the beginning with three case studies and there’s a fourth one at the end in the implementation section and those what we found is that those were able to put it all together. Those hypothetical yes, hypothetical, but realistic. Yes, syria is very important. Footnote. I was trained in law school. Always read the footnotes hypothetical but realistic. I mean, put together by you by obviously, by the team that wrote this and idealware yeah, right, but they’re all of the scenarios and there are based on riel organization, but we’ve used a little bit of poetic license, i suppose. Okay, you’re out about it. I mean, not you. Well, you’d buried in footnote, but i mean it. Sze imprint, right? Its imprint. You’re right. They are hypothetical case studies, but i think that they help people. Teo, imagine themselves in that situation and think about all the different kinds of software and kinds of decisions about technology that they need to make. All right, all right. That’s going to aa detail now that we know that there is no best package in each of these areas, it depends on your organization. All right. Um, you’ve got a section on what every organization needs. I mean, there seems to be basic. Not what package or what system or whether online. Oh, our cloud based or installed is better. No, not that. But basic areas of function that it seems like every non-profit should be using technology in. Right? All right. So let’s, let’s, let’s, cover a couple. Those like you start with a back office. Productivity. What are some that just every organization ought to be using. Well, just about every organization needs. Some way to manage their files to do file back-up things like that. They also need an e mail system for internal office emails, so and calendars ofthis software for word processing, spreadsheets, things like that. So that’s that’s the type of thing that falls under this category and now, if you’re gonna have email, you’re obviously online, so you’re going to need virus protection, right? And probably should be looking at firewalls to okay, okay, um, and the reason we put that first is because if that stuff isn’t an order, it’s not really worth while to be paying attention to some of the communications and outreach tools it’s it’s like trying to paint your walls when your basement is flooded? Um, you know, there’s just kind of a hierarchy of needs that non-profit has have when it comes to technology, and so you need to take care of the back office and make sure that that stuff is is just working well, you have a solid internet connection, that sort of thing first as a foundation for everything else, let’s not go too far on the home improvement metaphors, because i’m a cz good at that, as i am at sports, which i confused the other day the field goal i thought that was baseball, so i thought that was the three pointer so let’s not go too far get agreed. I’ve tried to repair toilets, i had to replace the handle and i end up cracking the tank. I didn’t have to take it off, but when i put it back on, i tightened it too hard and the islamic cracked unaided old toilet for the for the five, ninety nine handle i was trying to replace aunt, of course a plumber to go with it, so let’s end the home improvement and metaphors and don’t start on sports. Alright, alright, but those constraints okay, so, you know, a lot of times i get the question how do we get to the next level? And some of these basic tools are that? I mean, if you’re if you if you don’t have a good file management system, if you’re working with more than one person, if your organization is more than one person, you need to be file sharing files and they’d be backing them up. So, you know, how do you get to the next level? You need to have this. I don’t want you the word foundation these basics because the foundation is the bottom of the house, so but you need to have these basics before you can get to the next level. Okay, let’s, go a little further on some basics like you talk about the analytics measuring how effective the organization is, right and that that is often the next place that organizations go because using data well is something that can have a huge impact on an organization’s ability to deliver on their mission. Once you’ve got those those fundamentals taken care of, then they’re often moving, too. Um, you know, what kind of tools do we need in place to collect data to manage data and then to report on it and use it to tell our story, but also to make decisions about the organization from day to day about, like, how do we allocate resources? How do we do future planning dahna can help with all of that, and so we cover a number of analytics tools and dahna presentation tools in here, ok, can help with that let’s move to the all important area of fund-raising donor relationship management, things like that, what is most likely needed in place for that stuff and that’s actually, the area that i probably know most about when i was a consultant, i did a lot of software selection process passes with organizations that we’re looking at donorsearch sustainers or grants management systems are or, you know, whatever the appropriate system was for their type of organization. And, you know, these days, almost no one can manage their constituent dahna and excel anymore and it’s becoming more and more risky, i think, to use a customized system, especially as a smaller organization, because the cost of that the cost of ownership for that and the limitations of it can often be really unattractive compared to cloud based systems. And so that you will find in a lot of idealware is work, including in this book, that we tend to nudge these smaller organizations toward software’s, the service and cloudgood based solutions you do especially for data management. Yeah. Okay. Why’s, that why’s our preference for those you think for the smaller or eggs. Well, it’s, there are much more robust features for security. For one thing, i mean that’s, not something. That a lot of people think about straight off, but i do because i want everybody’s data to be secure and well backed up, and so when you’re using a cloud based system, the the level of back-up insecurity is usually much more than any non-profit could afford on its own if they were doing that in house. And so i mean, really, if you are hit by hurricane and you like your office floods, i don’t know you lose electricity, whatever, you can’t access anything there, then if you have a cloud based system, you can go to another location and log in and immediately you have access to everything again. So that’s just one example. Not that people are facing hurricanes very often. Well, the midwest girl tornadoes, it can happen. It could just be a power outage in your local areas are in your office, but your home is okay. Or you can get to somewhere else. Someone else’s home and operate from there. Or you can use your battery and still work. Or maybe your computer just crashes and then you lose a bunch of stuff. If it’s not well backed up, you know. So it was just nice to have all that taking care of it’s also, i think at the then he just for a small organization, teo, just try to take advantage of tools that have been developed based on the most common needs of non-profits like yours and people have a tendency to think that they’re they’re really special, and they are they’re all special, but but sometimes there needs as non-profits or not as unique as we believe they are, and ultimately it can be more effective to just adjust your business processes and your expectations a little bit in order to take advantage of inexpensive, easy to use tools that exist that probably addressed ninety percent of your needs and the rest, you have to question whether those air true needs or if they’re just preferences, ok, you are right, and whether people processes might be able to just adapt right a bit. Now i know that there’s ah, a lot of hesitation to adapt people to the technology. The feeling is that the technology should be assisting us in the way we work. But, you know, if you have to compromise and ten percent of what you what the way you worked to get ninety percent of what you need. It seems like that would be a fair. There’ll be a fair trade off. Yeah, and i hold those two things intention all the time, you know, like, while i’m saying, just compromise and sort of go with with what everybody else is doing at the same time out of the other side of my mouth, i’m saying, like, no, you need to be innovative and on don’t just accept what everybody else is doing, do something different. So it’s, i don’t know some somewhere in between those two extremes is probably the right way. Okay, okay, um, and we’ve had we’ve had guests on actually from talking about subjects like what if your what if technology isn’t your problem? That was a good panel. I think that was from think that was from twenty fifteen. You know, where you’re blaming technology, but really it’s people, attitudes and culture that are your issue. And it was a bunch of software consultants, some of them two of them were our consultants for sales force. You know, help organizations implement sales force in their in their offices, and they were suggesting that, you know, technology can’t solve problems that are people based, i would say amen to that some of their speaking yes, yeah, that that’s part of the reason that in this book, we include the section about defining your needs and making comparisons and managing an implementation process, because there are so many people issues that can easily be overlooked there. And so here’s one example, i talked with an organization that had gotten new software maybe a year ago, and they were the executive director was so frustrated because nobody was using this new software, and i started to ask him questions about their process and, you know, like, who was involved in selecting the software who had input into this? And she said, well, it was it was a boardmember who just sort of did this as a project for us, and so they researched options, and they recommended a package, and then we just went with that, and so the staff who were the end users of the tool had no input into the process at all, and they felt that it was being imposed on them on dh, so of course they’re going to kind. Of dig in their heels and and not go along with that and because, first of all, they didn’t feel included, and secondly, it didn’t meet their needs the and they hadn’t had a chance to express those needs. And so there are a lot of things that you because they weren’t included, right? Yeah, there are a lot of things that you could do early on in a process like that that paved the way for user adoption down the road and that’s important because you could spend easily, like forty, fifty thousand dollars on a case management system, which is one of the categories that’s covered in the field guide just in the first year, and if people aren’t using it, that is a lot of money that’s being wasted and that’s a huge opportunity cost as well, because if you’re not using the software for what it’s intended to do, then you know, maybe you’re not serving people as well. Maybe you’re not getting good data about the impact of your work, and that inhibits your ability to raise money in the future. And, you know, there’s just like a lot of consequences to a bad software. Decision and a badly run implementation process if you want to find that that show that i was talking about the panel which deals with the issues that karen is just mentioning, i don’t know what we called it for sure, but i remember two of the guests that were on it, and i think one is an idealware adviser robert winer. Yes, right. He’s a good friend of ours. So you could go to tony martignetti dot com search. His last name, whiner w e i n e r and also tracy kronzak was on that panel. So k r o n t z a k. So if you searching through their names, you’ll find that that particular show um okay, let’s, let’s start to go into a little detail about your expertise, which is in the constituent relationship management and donor management system area, right of the of the book. Um, what’s ah, where should we? Where should we start when we’re talking about constituent relationship management? Well, probably idealware is most popular. Resource is air about donorsearch zsystems so that’s that’s maybe a good place to start because every non-profit organization, i think, has donors and so reserved about them to manage you won’t be an anarchist than all right, we’ll do it your way. Uh, is the donor management is a subset of considering management because they’re they’re wanting some of your donors and the others are vendors and employees and volunteers, right? All right, so you don’t know management let’s go there, let’s, go there. What do you want to know? Where, um i wanna take a break, and then we’ll compose our thoughts about dahna management systems and count and i will will continue very shortly. First, i need to talk about pursuant. They have their fund-raising camp coming up and this is a one day intensive on site. It will challenge the way you think about identifying major gift prospects and managing a portfolio and managing and managing a relationship pond leading up to your your solicitation you’re asked. I know you need to raise more money. I hear that all the time. And if you want to take your fund-raising to the next level, aside from software, obviously what we’re talking about all day today. But in addition to that, there are processes that you need and relationship management methods and that’s. What this boot camp will help you with and space is limited. They aren’t keeping it to a small group. It’s the fund-raising boot camp you go to pursuing dot com click resource is and then training we be spelling spelling bees for millennial fundraisers fund-raising it’s a night out to raise money for your organization this is not a night that is benefiting half a dozen organizations. These are custom made for you in your location and it’s not your seventh grade spelling bee with dance and stand up comedy and live music, et cetera. It’s all gets set up, it’ll get set up for you it’s your organization’s fund-raising night check out the video is that we be e spelling dot com and they get in touch with ceo alex career and you could find out more it’s all that we be e spelling now. Tony steak, too sexual harassment in the non-profit workplace i’m interested in what your experiences it’s, timely it’s in the news and i but i don’t see anybody talking about it with respect to non-profits, but pretty confident it’s there i blogged this not this exact topic in two thousand eleven, i blogged about sexism in the non-profit workplace not identical, i know that, but that’s the closest i’ve come to this topic before now, and this the stories were rampant. It was my most commented post that was back when i used to write block post now, of course, it’s all video, but it was the most commented post, so since it’s in the news, i’d like to bring it home to non-profits and i’m interested in aa hearing from victims hr professionals, attorneys richness is to something inappropriate. Anybody with an opinion about sexual harassment in the non-profit workplace let’s, talk about it. You can comment anonymously on the video i disabled the requirement for email address so you can do it anonymously, and the video is at tony martignetti dot com that is tony’s take two. Karen graham is the executive director of idealware idealware dot or ge she’s at karin t gram and i need to take my another romp through the contents of the field guide on section five collaboration board support software elearning file sharing internets and portals learning management systems online chat section six constituent management, which we’re about to talk about. Well, i was going to talk about it broadly, but karen anarchist so would do it her way. But there is a section on constituent relationship management, advocacy oriented cr, ems all in one case management donorsearch panitch mint systems volunteermatch judgment zsystems um fund-raising and events a major, major what’s their crowd funding a peer-to-peer fund-raising systems event, an auction management event registration foundation grants research, online auctions, online donations amazing. I’m just reading through the table of contents you’ve got to get this thing is the field guide two non-profit to software for non-profits and of course, your discount is at idealware dot or ge slash non-profit radio get the get the get the darn thing. Get the discount. You gotta have this thing. It’s an amazon forgot. Take him and that’s it. That doesn’t say anything, but you gotta have this lots of things on amazon that are worthless, but this is not among them. All right, thank you for indulging my romp through the contents, etcetera. Okay, so if we’re gonna talk about dahna management way, dont have to dive into that, you know, we’re not going back now. Now we’re not flip flopping. No use committed me. All right. Um, we need to use the book says for most of the ability to handle both gifts and pledges, including recurring gift that sounds pretty basic. We need to handle these things, right? Right, ok, where do we go? How do we decide or what should we be thinking about in determining what’s, our what’s, the best dahna management system for us? Well, some of the things that i think differentiate different fund-raising programs are how much they emphasize pledges and recurring gifts, although more and more, almost every non-profit is doing that these days. There also are some differences in these systems in terms of how they handle relationships, and i don’t know if that’s actually i don’t i don’t really see that highlighted here, but that’s something that i have personally found varies a little bit from one system to the next. So just to get a little more more specific on that let’s say that my husband and i are both involved in an organization we give jointly as a household, but i’m on the board of directors and he is not he volunteers for another particular activity, but i don’t, you know, so we each have our own individual relationship in preference is related to this organization. So it’s a rocky marriage, it’s not table, is not stable marriage it’s a great marriage, you know, but but partly because we sometimes do our own thing. And so organizations need constituent relationship management system that can honor people as individuals, but that can also treat them in some cases as a household. So that’s that’s a feature that i think it’s important to look at and see if that seems user friendly to you, you and and sort of meets your needs there. Another thing that might be a priority for some organizations and not for others is whether the system is is available not just available, but really functional on a mobile device so that’s essential. I mean, don’t we know, like something like seventy five or eighty five percent of emails or something are opened on mobile devices now and websites needs? I mean, if your website is not mobile response of your donation pages, not mobile responsive. I think you’re way behind the curve that’s his standard at this point, but i know that’s just elearning but let’s say, you know, i’m a development. Director, do i want to be able to look up a donor right before i’m going to meet with them while i’m on the train and just read a little bit about their history or after my meeting? Do i want to be able to log some notes and created follow-up task about that donor on my phone? Those are things that some systems support really well, and others really don’t, and you’re probably not going to find great support on a mobile device for complex reporting analytics assembling a mail merge, you know, that sort of thing is what you would rip out your desk, right? But but some of those things related to meetings and interactions with donors are some systems support that really well on mobile devices, and and others haven’t really made that a priority yet, i would say they’re probably all moving more in that direction. Okay, okay, um, credit cards, we gotta talk about credit card processing and often that is handled by a third party. So for example, i actually try not to name specific technology vendors very much when i when i talked like this because i don’t want to give the impression that idealware favors one over any of the others. But i will say the book has reviews, it does it doesn’t kayman number saying and think, yeah, yeah, also for credit card prices processing, i can tell you idealware has an account with authorized dot net as our payment processor and and that integrates with our donor management system and so that’s a very common way of doing it. You’ll have a payment gateway that actually handles the credit card processing. But then the data is shared with your donor zsystems and that’s, where all the records of the gifts and donors and histories live. Okay, i don’t want you holding out on non-profit radio listeners. I mean, the discount is very nice, but we gotta go beyond that’s. Just the money we get value. Okay, you’re not holding back. I won’t let you. Um, yeah. And the book actually is very clear about naming. Like i said, different different vendor’s alternatives. Pricing. What might be appropriate for your size organization, etcetera. Consumer reports, plus reports. Plus just report. Yes. Um, can we talk a little bit more in general about serum? Do you mind if we could just get me off! You took me off. Well, we’re just we’re lifting off. You know, we’re in the helicopter were just going up higher and metaphors flying. I don’t know what a pilot either. All right? Yeah. Let’s talk about you because i think you feel strongly about it. You tried before and i said no. And now you’re back to it a third time. Okay? I’m just going to keep pushing. We would like to say i i think it’s important to look at it. We could wrap latto out. Let’s, move to fund-raising. Go ahead. What do you want, it’s important to look at? The whole landscape of different kinds of serum. And one one choice that people have to make is do they have it all in one constituent relationship management system? Or do they have specialized tools for different purposes? So think about it non-profits constituents, their donors, clients or service recipients. You know, whatever that might mean for your organization patrons, maybe, maybe its members, volunteers. And there are a number of different kinds of constituents that non-profit is interacting with. And what about vendors? I mentioned vendors could be included in here. Definitely. Okay. Trustees mean there are higher level of volunteer, right? That’s. What? I think that’s should be treated as a separate constituency. Okay, so lots of i mean, there are probably thirty or forty different kinds of constituents that the car brainstorm if you took the time. So so one way to do it is to choose one tool like one. Great to rule them all. You know, one one tool that sort of does everything. And in the book, we describe that as the swiss army knife approach. So if you think about a swiss army knife it’s, a great multipurpose tool that you can put in your pocket. It’s, inexpensive, lightweight. If you need to build a house, you’re probably not gonna use a swiss army knife, right? Yeah. That’s. My problem about specialized tool when i try home improvement that’s my toolbox. Yeah, on the tweezers. I didn’t find very valuable for the toilet repair. Well, so if your needs are pretty simple and if simplicity is important and if a low cost is is really essential assed. Well, then that’s what’s army knife approach might actually be really great. I mean, it doesn’t have a phillips and a flathead screwdriver way. Really versatile. Gotta fish. Official remover. I mean it’s de scaler. I mean, my swiss army knife is quite robust. Probably got eighteen or twenty things on there, so we have some exam glass screwdriver. Thie i glad the way the eyeglass screwdriver weaves into the corkscrew. It’s. Amazing. Have you seen that the corkscrew hold the eyeglass screwdriver because it has a little groove and it rolls into the corkscrew. He’s. Brilliant. Brilliant. So don’t don’t diss my my swiss army knife. All right, well, i’m not s o those those all in one kind of tools. They could be great. They work, they can work. All right. That’s, one way of doing it. But there are also choices for first specialized tools. And so there are a set of software applications for case management, which is that’s, where you would keep track of your client’s service recipients. There are some very specialized tools that are made for arts organizations that handle data about patrons. Ticketing not sort of thing. There that’s that’s a whole other events event ticketing, event processing, payment, processing, sponsorship. Okay, that’s a digression. Goods are their specialized tools for membership. Organizations or for association management, clearly, for doner management, we’ve we’ve probably talked about that enough your expertise there are all sorts of lt tools in this this space as well, and s so if you’re using maybe three different things one to keep track of your client’s one for donors, one for volunteers, then you likely need some way to tie that all together. And so that might mean an a p i that might mean just a process of wei have jargon jail on non-profit radio a p i that you know, i’m not even going to say what that stands for, ok, what is because it doesn’t matter what it means. Is it’s just a way for different databases to talk to each other? The way for them to exchange data? I’ve heard the phrase a p i call it’s a calling data from another system or table or something like that, right? All right, sharing data. Watch your step non-profit radio jargon jail. So there are more and more ways that air developing now to share data between systems, i think that’s becoming more important as organizations become more sophisticated and start to use more of these specialized tools, but then they think, well, wait a minute. What if we want to know how many of our donors are also volunteers? We need to get those system to talk to each other. Okay? And that’s tables, tables all talk to each other in the background, right? The tables are all talking to each other. It’s gonna be okay? Yeah. All right, all right. That’s, that’s. I have a degree in information system, so i know about tables and all right? We don’t have a prize when i was in college, though. All right now there’s some gold here when you start to get into actual talking about particular system donorsearch panitch mint systems. Um, let’s say, you say among the best values for organizations starting out or that have a small list fewer than a thousand records is little green light. I hope you don’t mind me saying this that’s missing that’s in the book it’s in the guy uh uh, which offers a basic package at four hundred twenty five dollars, plus discounts for new users via text soup. All right, so i mean that’s, the kind that’s. A level of detail that thing gets the guy gets it. I mean, it actually starts talking about now. Let’s, talk a little about tech suit, but some people may not be acquainted with with what that is and how it can help there. Technology work pre-tax soup is wonderful. There, there. Ah, good front of idealware as well along with and ten and texas does many different things, but one thing that’s really relevant here is that they are a distributor of discounts on software and hardware tools for nonprofit organizations. So so, for example, if you want to get adobe products at a deep discount, then you khun sign up for tech soup. You can register with them, and then you’re able to do that. I got my headset, which i used in my home office. I’ve a wireless had said at about an eighty percent discount, and the box came packed with tootsie rolls. Uh, and i got that through text soup. So cubine ended the cookie rolls. Well, it wasn’t actually. Valium sets dot com, i think, but they distribute their non-profit discounts through text soup. So eh? So if you’re looking for any of the software that is covered in the field guide or really any kind of technology tools for your non-profit i think it’s it’s good to at least check tech suit to see if they have a discount and not just not just software. I didn’t realize that i thought it was i i just always thought it was software, but you got you got headsets. So any technology product you’re looking for, right, look for tech soup. What’s their site was its text soup, dr dot or ge. And i should spell that since we’re on the radio because the other day i was talking to somebody about it and they said, oh, so what’s the website for duck soup. Duck soup, right? Marx brothers? Yeah. So it’s th s o u p dot org’s. Okay, okay. Or should i say e at the end, it doesn’t have any at the end of soup right now. The french tc h s o u p dot or ge? Yes. Okay. Okay. Texas dahna excellent hardware, too. All right. Um, you know, you talk about donorsearch prophetic. You talk about the bloomerang zsystems you’re going to blackbaud i mean, this is to me this is just gold. Um, all right. Let’s, take a break. And when we come back, i may get into a lot more of this gold because we should. We should share some of this with listeners. Stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked. And naomi levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. I’m dana ostomel, ceo of deposit, e-giving and you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. I’m gonna continue my jump through the table of contents there. Section eight is communications, email, broadcast, email, email, discussion lists, graphics and multimedia mobile under mobile has broadcast texting mobile, aps, mobile friendly websites, social media, of course, facebook, linkedin, twitter, web’s under websites, content management systems, landing pages and micro sites online advertising search engine optimization. All this in the table of contents for the field guide, section nine choosing an implementing software. And karen and i are going to talk about that no in a fair amount of detail, so you get the guide for god’s sake, what else can i say? Idealware dot org’s slash non-profit radio field guide two software for non-profits don’t go to amazon directly go teo idealware dot org’s slash non-profit radio get your discount and then you’ll you’ll end up in the amazon, but get the discount the insider discount for listeners. Okay, karen let’s, talk a little about some detail or so i read about about little green light. You recommend you like that, one would say, you know it’s, not like you say, you know, best buy or something, but it says among the best values for organizations with fewer than a thousand records. Little green light people should look at that, right? A little green light and all of the suffer companies that were mentioned here were well rated in our consumer guide. Okay, we’re goingto fair now, right? We’re going to talk about more. So still talking in that up to a thousand records section dahna perfect. You like them? Well, sure, they were also very well rated. And don’t think that that is it’s a system that has some more robust features that might be useful to a slightly larger organization. Now, how do you how do you know this? All right. So i read that sentence before. Among the best values for organizations. I have a small list. A few thousand record, little green light, and now we’re saying don’t perfect. And also bloomerang is another one. How do you know what? What? Going testing. Is he’s gone through? Well, i’ll tell you about our research process. How did what’s behind this sentence that says, among the best values, how do we know that i should say that in every single one of these categories we have done some level of research in the constituent? Relationship management category. We’ve done a great deal of in depth research to compare these tools. So this is this is one of the most well research sections of the you’ve done, the research idealware itself has done the reese right and it’s not that we have used every single one of these systems, but we have we’ve talked teo a number of people who have expertise in the field and gotten their ideas about what are the important features and what are the important products to look at. And then we have looked at thirty some products and conducted demonstrations. We’ve surveyed them to get their answers to a long, long list of questions about features and capabilities and pricing and on and the company itself, you know, is it a stable company, that sort of thing? So so we’ve conducted quite a bit of research there, and then we’ve also for our consumers guide too low cost bonem management systems, we’ve done in depth demonstrations of a number of thes systems that go beyond the initial demonstrations and there, you know, maybe two additional hours of looking through every detail of what the software khun d’oh. Okay, excellent. That’s another great we shot that you mention that before the consumer guide, right? Yeah. All right, um, and we also fact check all that data with their all that information with the vendors as well. So before we publish anything they will sign buy-in off that what we’re publishing is factually accurate about their product. You mentioned bloomerang also has an availability for up to a thousand records, right? So that’s, another one to look at and that’s kind of a newcomer to the market that did not appear in the previous edition of the field guide. Not that they’re brand new. They’ve been around for several years now and are pretty well established. But that is an example of one that’s a little bit newer is j love bloomerang is that j dellaccio he’s been on the show years ago? First rodeo what’s, not his first round. I don’t know if he was with bloomerang then, but he’s been on the show also mentioned su mac offers a free basic cr m for up to five hundred records and charges just two hundred forty dollars a year for five hundred two thousand records. Right? Semak when that’s just one example of a number of these tools that are very affordable, even for tiny organizations. So we’re finding that even like some volunteer run organizations that have a budget, maybe even under one hundred thousand dollars a year are still finding that it’s valuable to them to invest in dahna management software and if they can get it for, you know, thirty, forty dollars a month, then that’s affordable? Fair enough. I agree, all right? And then, uh, there’s blackbaud i mean, they’re they’re in the small market, too. Um, blackbaud offers e tapestry the field guide says, yeah, okay, that’s, another option to look at. And i mean, in my opinion, where blackbaud really shines is with mohr enterprise applications and larger organizations, but they do have a product that was well reviewed for smaller organizations as well. Ok, that’s z tapestry, you tapestry, right? All right, we’re going to switch. We’re going, toto, how to choose what is best for your organization choosing implementing, um, number one. You want us to define our needs? You mentioned this before. We’ll say we’re more about this, right? Well, and actually, i would back-up from that, i think the static the first step is to determine whether you really need new software or not. Okay, so back to the story i told before where there was a softer package that was chosen without a lot of input from the staff there there wanting to change to new software, you know, they just want to start over, but is that the best thing for them? Maybe maybe your existing system can be modified added on to so let’s, talk to our vendors for the existing system and see if that can be scaled uppers or modified someone write about this already. I know. Yes, that zoho storming through the third cat. Why go through the tremendous effort and expense and frankly, a drain on morale, sometimes of making a software change? If you don’t really need tio drink, sometimes it’s better to improve what you have and and make sure that you’re not changing. Make sure that you’re not thinking that it’s a feature problem when really it’s a user adoption problem. People get confused about those things, the way people are using it versus what it might be able to do, right? That’s the distinction you’re making okay and that morale problem comes about because it’s, you know, if you’re if you’re doing a significant stuff where change learning a new system is a big deal it’s a big change in an organization it isthe alright, your says i can take up a lot of people’s energy and it can also productivity khun suffer for a while. It’ll probably bounced back up to a higher level than previously once you’ve gone through that, but productivity khun suffer during a change for sure, all right, after we know what our needs are, we go to a short list right a couple times, but i just have like a minute and a half left for this topic, i would suggest looking in depth that no more than four and take control of the demos. That’s my best advice for people who are shopping for software don’t just listen to the vendors jogging will fly through screen sharing and they’ll fly through for forty five minutes, but but but but you don’t even know if they want to impress you and show you all the bells and whistles and, you know, that’s great! I used to sell software i know i know how. That is, but but you want to make sure that you’re seeing the things that are most applicable to your situation and seeing the same thing would say, you look at three different vendors. You want them all to show? Like, how do you enter a pledge, or or whatever it is that you decide is an important business case for our use case for you. You want them all to show the same thing so that you could make a fair comparison. We just have to wrap up with the idea that you might need a consultant. You might consider getting a consultant to help you with this software selection, right? And having been a consultant, i can say that if you do some homework before you work with the consultant, that will be a much valuable, more valuable engagement for you. And it actually will be probably more enjoyable for the consultant as well. If they have a well educated client who knows the right questions to ask and has thought through their needs a bit before they start working with you. But it is sometimes very valuable. Tohave a consultant walk side by side with you and help you with this process it’s the idealware field guide to software for non-profits non-profit radio listeners get the insider discount goto idealware dot org’s slash non-profit radio karen graham you want to follow her on twitter? She’s at karin t graham t for theresa and the organisation with all its outstanding resource is is that idealware dot or ge? You gotta check this organization out and the field guy just get the darn thing. How many times have i said it? Karen, thank you so much. Thank you, tony. Real pleasure. Next week, it’s risk management day healthcare funding and data breaches and don’t glaze over because we’re gonna make this fine and interesting. If you missed any part of today’s show, i’d be seat. You find it on tony martignetti dot com responsive by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com. Our creative producer is claire meyerhoff. Sam liebowitz is the line producer. Betty mcardle is our am and fm outreach director shows social media is by sea soon chavez and this cool music is by scott. Stein, be with me next week for non-profit radio. Big non-profit ideas for the other ninety five percent. Go out and be great. Hey! Buy-in what’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a m or eight pm so that’s, when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing. So you got to make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to do if they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff, sort of dane toe add an email address card, it was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge. Somehow they’ve gotten in touch kind of off line as it were on dno. Two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony, talk to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze you know, tell you make you feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just put money on a situation expected to hell. You put money in a situation and invested and expected to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Nonprofit Radio for April 28, 2017: The Trump Implications

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Ruth McCambridge: The Trump Implications

With 100 days of experience on Saturday, what does the administration look like for nonprofits in the arts, legal services, community development, healthcare, etc.? How about foundations? What does your board need to think about? Ruth McCambridge is editor-in-chief at Nonprofit Quarterly and she’s with me for the hour.

 


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Oppcoll hello and welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent on your aptly named host we have a listener of the week texas state chaplains they have fire chaplains and law enforcement chaplains, the grand pooh bah of the chaplain’s doug pruitt tweeted, this is what he said. Is there a twelve step program to help me with the addiction of listening to the show? Love it beautiful music to my ears. My heart flutters for six months on that. So are we treating back and forth? And i did have to admonish him that theft of non-profit radio content is a sin, but i absolved him because he did profess they’re texas state, chaplin’s dot or ge and at texas chaplin’s, thanks for loving non-profit radio you cowboy hat wherein god men. Congratulations on being our listener of the week oh, i’m glad you’re with me. I’d suffer the embarrassment of live over jh in if you left me left me with the idea that you missed today’s show the trump implications with one hundred days of experience on saturday tomorrow, what does the administration look like for non-profits in the arts? Legal services, community development, healthcare, et cetera. How about foundations? What is your board mead to think about? Ruth mccambridge is editor in chief at non-profit quarterly and she’s with me for the hour on tony’s take two sexual harassment in non-profits we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers. We be e spelling dot com what a privilege to welcome ruth became used to the show she’s president and edited editor in chief of the non-profit quarterly, her background includes forty five years of experience in non-profits, primarily in organizations that mix grassroots community work with policy change beginning in the mid nineteen eighties, roof spent a decade at the boston foundation non-profit quarterly is at non-profit quarterly dot or ge and at np quarterly. Ruth mccambridge, welcome to the show. Thank you. I’m glad to be here. Tony it’s a pleasure to have you, ruth i’m glad we could work this out and you could spend the hour with me. Thank you so much. Uh, thank you. Just a day after the election. Thie editors. That non-profit quarterly. Published four things non-profits must do the day after a trump victory that was november ninth and you were recommending advocacy strategies and creating collaborations and greater engagement on and also you said, don’t turtle up fight for your vision now, one hundred days in how do you feel about those things? Lorts i think we were right on the mark, i think that was exactly what we needed to dio and, you know, this has been a funny experience to cover the non-profit sector during this period because i think, you know, putting this in perspective, i feel like there was a lot of success in the previous five or ten years in many of the issues that a lot of the non profit sector advocates on. So you think about issues of climate and immigration and race, race, racial justice, you know, all of those issues were kind of, you know, they were kicked onto a field with a very aggressive opposing force very quickly. And so, in my opinion, if it ferg non-profits what, what their ace in the hole is is the ability to organize communities, too pose alternative visions, teo what’s being maybe proposed it. By government and by corporations. So, you know, not profits to a large extent represent the best interests of their communities. And if you don’t have a base, you there’s really essentially nothing you khun dio, if you have a base there’s a lot you can do. And if you have the base of twenty organizations who feel the same way you d’oh there’s an awful lot you could do and i think that’s all been really proven out in the last couple months. There’s been enormous. I’m just a what was just a day after the day after the inauguration. I think the inauguration was a friday. And then on saturday, with the women’s marches throughout the throughout the world and i was at the arms of the one in d c it was enormous. The one in here in new york was enormous. And that was just starting the same day. That was the same day you published four things non-profits must do and its continued its just continued. Since then, it has been almost breathtaking. Toe watch what people are doing. I think for a long time we’ve been talking about some of the principles of what we’re now doing and some of the possibilities that were in front of us, but in terms of really taking the, you know, tools and our areas of strength and mobilizing that, i think non-profit you have done and absolutely awesome job so that you’ll see people mobilizing across states and across fields and really kind of putting together constituencies that are large enough to actually make a difference. You know, i think you were right on point with your four recommendations from that that november ninth article and and as we’re talking, i just, you know, just take off the examples, the the reaction to the to the well, you want to call it a muslim ban or where you want to call it immigration reform attempts, but the times to the march for science just within the past week or two on dh very local, um, organizing as well, it’s it really it really has been quite it’s, actually quite uplifting and sort of unfortunate that we’re going through it that we need to that we feel we need to but nobody’s, you know, people are not turtle ng up the way you the way you recommended they not on november ninth, right? Yeah, i think i think that’s right? And, you know, you’ll see behind any of these movements don’t necessarily mention the names of the many non-profits that have been involved in them, you will see the fingerprints of, you know, just tens and sometimes hundreds of non-profit so i was looking at the at the decision that the judge made the other day the federal judge made about about really ah, enjoining the trump administration from punishing sanctuary cities buy-in wide by withdrawing federal funding, well, that suit was brought not just by the county, the santa clara county and the city of san francisco, but also from a number of associations non-profit associations across the state. S o they signed on to that effort as an amicus brief, and in almost every bit of the resistance, you will find it anywhere from ten to hundreds of non-profits involved. Okay, so it’s been it’s been very interesting to watch? We’re going to take our face first break, ruth, and when we come back, we’ll talkinto talk about some of the different sectors arts, education, legal services, some of the winners and losers in this first hundred days. We’ll talk a little about foundations, so everybody stay with us, you’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a quick ten minute burst of fund-raising insights, published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals the better way. Oppcoll welcome back to big non-profit ideas for the other ninety five percent. Ruth that’s, the just charity navigator, had something very interesting. I got my inbox just within the past few days, some of the some of the big gains in terms of fund-raising now this is this is just fund-raising from the charity navigator site, so maybe not representative overall, but but from the charity navigator site donations to the up eight thousand percent, the seven southern poverty law center, up fourteen hundred percent planned parenthood up a thousand percent environmental defense fund, up five hundred percent. Those are some, you know, they’re cutting across sectors, and, uh, this is some pretty astonishing numbers. People are people are individuals are responding, i think, that’s one of the really remarkable things is that people knew exactly who they had to give to as a cz mainstay organizations nationally. Um, so we have, you know, that the enormous amounts of money flowing towards the oil, you and some very creative ways they’re, you know, people decided to implement rage e-giving so that every time they heard another stupid thing, you know, that was coming at them, that didn’t feel good about that they could just basically press a button and make a donation. I mean, it was it was, you know, people were creating aps and, um, putting up phony websites and directing it all of the donations to the you and i mean, there there was a lot of playing around online that was aiding in those donations. Um and, you know, personally, i am grateful that they that they understood who they trusted enough to be able to give two on that national level. What we do not know yet is how that kind of giving to national organizations is re being reflected in at the local levels. For instance, our local environmental will justice groups getting, um, seeing more money are local legal services, office office is being protected the way they need to be those kinds of things that really do you know, because all all of what’s been done is being is being done in networks, and those include not just large organizations but a lot of small local organizations. So, you know, i’m very curious to see where that’s going. Ok, you mentioned rage giving. I hadn’t heard about that that’s ah, that’s. Brilliant, though. Yeah, that was attractive. A constructive response. Rage e-giving exactly. Yeah. Okay. We’re touching on legal service is a little bit let’s. Go. I do want explore some of the individuals sectors with you. Um, what are you seeing around legal services? Immigration? What do you see? Well, it’s, you know, it’s been a very confusing scene. I mean, for the immigration groups, trump’s attempts to halt immigration. Um it was threatening to cut off their money if he had cut off the money, even even suspended it for a while. Those organizations had the possibility of actually walking over a funding cliff because they don’t know they didn’t have a lot of other money in there to kind of sustain their operations while he took his time figuring out who they let into the country. Andi so they were actually being, you know, there’s sustainability was seriously being threatened for awhile with, you know, with some of the legal service’s offices and the legal organizations that have been helping to bring really a brilliant array of suits in response to some of the executive orders etcetera that have been brought by the administration. They’re having their own problems. I mean, we’ve got lsc being threatened with extinction on effort that i do not think would is going to succeed, by the way, unless, of course, legal services corporation, they’re legal services are the ones that provided and the reason why it won’t succeed, hopefully, is that it traditionally had really bipartisan support, a tte the federal level. Okay, well, i think people recognize that as a as a basic right. The right of the right, tio to a defence when you’re facing a criminal charge and that’s what that’s, largely what legal services provides is that is that criminal defense for those who can’t afford their own? Well, well ell, isi provides helped for a lot of people, like people who have been denied benefits. Um, if there’s a veteran who’s suffering from p ptsd with, you know, there’s been a ah kind of a horrifying whack of ability to access benefits if they were for some reason, you know, discharged dishonorably or whatever, and the ability to get benefits and situations like that is very much dependent on legal services office. Okay. Yes, broader. Broader than just criminal defense. Yeah. Okay. Yeah. Um, how about in education? I mean, of course, the administration is devoting a lot of money to vouchers. I think the number i think i saw non-profit quarterly. Twenty billion dollars attn least desired. And that shift hasn’t been made yet. But you know the implications for public education when there are people when everybody gets a voucher. But only some people can afford to supplement that voucher to send their kids to brovey ah, private school. And then what does that do to the population of students in the public school? And do the public schools become the you know, the place of last resort, the education of last resort? What do you thoughts around education? Well, you know, i mean, this has been a long standing argument. That’s been going on in the so called education reform movement is you know, what exactly does education reform and tail? What? What experiments in that area are successful and which have not been so successful. And what does it mean for the future of education? And i think having somebody who’s so firmly on the side of vouchers and charter schools and such in the top position, and particularly who has a history in the philanthropic pushing of that agenda, which there are a lot of fairly major flat surface who have been who’ve been inhabiting that area of really pushing that set of solutions is a problem. I mean, it’s definitely a problem in the end, you know, it’s really going to be up to the parents and the communities to express what they do and don’t want that could be very hard. I mean, you’ve got the broad foundation, you know, i brought in in san francisco, who has been very heavily pushing that agenda and really was it was essentially proposing in a take off los angeles schools, did i say san francisco before but it’s, los angeles, and so, you know, this is not this has been in a kind of a film tropic take over of public altum that has been extremely uncomfortable and kind of undermines, not kind of, but definitely undermine democratic systems, i guess we’ll have to wait and see what the actual proposals are, and part of that comes from the from the detailed budget also, and then see how how education organizes, you know, as you’re saying at the local level and then also nationally right. Okay, so that’s that until we know more, i guess that was kind of an open, open question. You had something really interesting on february, february twenty first, it was non-profits your sole goal in twenty seventeen. Pick a fight with trump. Do you remember that? Remember that piece? Sure it wasn’t. It wasn’t your by line, but okay, tell us that was it was brilliant, but i don’t want to. I don’t want to say you’ll be more eloquent about it. Tell us, tell us about that piece. Pick a fight with trump, your sole goal? Well, i mean, i think it’s more of the same it’s just encouraging people to take on their civic responsibilities wherever they are that you know it is is incredibly important at all times, you know, but particularly now i wantto say something about this about where we have been, and i want to say something about non-profit quarterly and all of this because i think that we uniquely among our peers took on the it took on the politics of this moment, and we felt honor bound to do that, and i wantto i’m sure they’re people out there saying what? Does this have to do with non-profit management? I would say it has everything to do with non-profit effectiveness because what we can do as organizations really depends on our ability to master both our internal the way we function internally and then too have influence on our external environment. So, um, if if i’m sitting around managing an organization absolutely beautifully and at some other level and government, they decide that no longer is abortion. Ah, political, you know, a decent political option, then i’ve got a big problem. So it’s it’s and just about every field is subject to those kinds of political decisions and agency decisions, so if you don’t have the ability to influence your external environment, you really are putting your organization a terrible risk. Look, um, and i think that’s been our our point of view, you know, since we started so when you get a big change like this in a in an administration and it’s really quite profound change on many levels, both in terms of process in outcomes, it really is important for people to, you know, spend more of their time, spend more of their strategic sense in figuring out how they’re going to maintain their external environment, such that their missions can be achieved well. And again, going back to your your editorial piece from the day after the day after the election, you know, i you seem to have staked out that space clearly and quickly check yes, we did, i mean it, and it wasn’t hard, it wasn’t it wasn’t easy to keep. I do want to acknowledge that we did get a lot of emails from people who say, but, you know, you’re not just working with with non-profits that are in the spaces that are, you know, you know, that are in play right now, and you’re not supposed to be taking political positions. Well, we’ve kind of always taken positions on policy because we do recognize it is being one of its a governing mechanism for a lot of what non-profits d’oh, um, and so we feel that we’re justified in taking on policy issues and that non-profits need to really understand that those boundaries between, you know, their boards be seeing their boards, and larger governing systems are more porous than they actually often believe. Yeah, and that that same charity navigator press release that that i saw there were some losers. Cancer research institute down five percent. Thie alzheimer’s association down fourteen percent. Again, this is giving from the charity navigator site that’s. All they were measuring from e-giving from their sight. So, you know, health, health and diseases on that that i mean that’s just that’s just two examples, but let’s talk about the health care healthcare sector, which is different from disease advocacy. I understand that, but let’s talk about health care. Um, there’s a lot of reform, you know, they were trying to do something in his first hundred days, didn’t materialize? Health care is seems very much in flux. So what? What are you seeing? Buy-in you know, it’s always so interesting to look at the giving us a numbers when you think you kind of know what’s going on from field to field and it is hard to get a grip on. And some of i would say in the last ten years, some of the rules that we assumed pretty much applied all the time don’t necessarily apply anymore. So, for instance, um, i think a few years ago, it might even have been last year. There was a decline, no there’s an incline in health funding, so that helped fun help funding actually went up, and even at the point where there was more money around in the government for health and that is that it’s kind of not usually what happens generally when there’s more like government money around in a particular area, but give the individual giving will fall away a little bit, and that didn’t happen. I think it might have been last year might have been the year before, and so some of those rules aren’t holding true. I can’t remember a time when we saw the kind of surge of giving toe advocacy organizations that we just saw, and so i’m curious, but not at all convinced that that e-giving will decline for other kinds of organizations. There are flux is from year to year, and sometimes the condition of our economy and general politics will just mean an absolute disaster for a whole field of organization. So that happened during the recession, it hit the the art sector the hardest would any have buddy have been have predicted that? Maybe not, but in the hindsight, it absolutely makes sense. But it nearly destroyed a lot of organizations and, you know, people didn’t know what to make of it, so they would they looked at it and they tried to, you know, they you heard over and over again? Well, opera is dead. Um, the symphony is a dying entity, you know, all of those kinds of, you know, do saying and yet it wasn’t true, it really waas a function of primarily of theater kana me and people there was just a perfect storm of factors that overtook that sector really quickly. And so to some extent, i mean, we can say, yeah, you know, by this this very limited sample this has happened, but we can’t really tell, yeah, okay, i will say that it probably does not help patient advocacy groups that there have been repeated scandals reported over the last year that some of those patient advocacy groups are being controlled by funding that is coming from pharmaceuticals that doesn’t help. Also also in question is basic research dollars that often lead to healthcare outcomes. National institutes of health, other organizations all right, ruth, i need you, teo, standby with me while i do a little business okay, and there’s more with ruth, of course coming up and we’re going to keep talking about the trump implications. Just, uh, indulge me while i first talk about pursuing you know them sponsors they’ve gotta fund-raising boot camp it’s it’s this it’s may coming up in may it’s a one day intensive it’s on site, and they will make you think critically about how you identify major gift prospects manager portfolio and make your asks if you feel like you need to help getting to the next level in fund-raising go to the boot camp it’s, a small group so space is limited you’ll find it at pursuing dot com click resource is and then training fund-raising boot camp re be spelling spelling bees for millennial fund-raising a night with live music, stand up comedy, dancing and a spelling bee all to raise money for your organization. Check out their video at we b e spelling dot com, then get in touch with ceo alex career and book a fundraiser a night for your organization. Now time for tony’s take two sexual harassment in the non-profit workplace i didn’t see people talking about this amid the bill o’reilly ouster from fox news, but i would like to talk about it, and i want to include your opinion, whether you’re a victim witness and if if witness did you know what to do in the moment hr professional attorney or just someone with an opinion, i’d like to hear it. You can comment anonymously on my video, which, not surprisingly, you will find at tony martignetti dot com and that is tony’s take two we got to do live listener love it’s amazing! Sam keeps san keeps updating the list for me, it started like, ah, half of what it was, and now he just keeps adding cities and states and countries. S o i’m going to start domestic this week in that i’m going to try to do it in the sequence of people came, so we had some late comers. I’ll call them out in a second, but with us from the beginning. Tampa, florida, woodbridge, new jersey swan’s borrow north carolina, south orange, new jersey, kent, washington, new york, new york live listen, love the live love goes out to you and you’ve been with us from the beginning of san francisco, california, also from the beginning now, some of the late comers. I’m glad you’re with us. I’m glad you’re with us, but try to make it on time. Next time, if you would please that’s. Wilmington, delaware, brooklyn, new york, brooklyn. Come on. I mean, it’s. Come on. You should be here on time. Charlotte, north carolina and detroit, michigan. All right. More love than admit than admonition live! Listen loved all those cities. Let’s, go abroad germany! We can’t see your city. I’m sorry, it’s masked but of course, good dog u k i don’t know whether it’s ah england island or whales, you can’t tell, but uk so glad you’re with us. You could you’re welcome to tweet using hashtag non-profit radio. You could tell us what which which country you’re in uk pointers argast argentina point of star days, guadalupe quarter lupe, mexico point of star days that covers it for now and then, of course, we got to do the podcast pleasantries because that’s, where over twelve thousand people are listening now week after week after week over twelve thousand on the podcast so grateful that you’re with us through itunes, stitcher, pod, bay player, etcetera, etcetera, there’s a keep mentioned was one in germany like podcast dot d whatever your platform doesn’t matter, podcast listeners pleasantries to you and the affiliate affections to our am and fm listeners through out the country at those community radio stations. So glad that you are with us whenever your station fits non-profit radio into its weekly schedule, i’m glad and the affections go out to our affiliate listeners. Okay, ruth, thank you for your indulgence with that it’s. Very important. Tio got express gratitude whether it’s, love or pleasantries our affections it’s gotta go out you get, you know, um so let’s. See? Oh, the other thing i want to point out about your the sole goal in twenty seventeen peace pick a fight with trump was that thea and i’m sorry. You know i don’t i didn’t write down who duitz byline was out. Do you remember the waters? I think it was joe water joe waters. Excellent. I wanted i should i should get down because i wanted to give him give him credit. It was pointing out that the trump, you know tweet twitter platform twitter account with twenty four, twenty five million followers. It can be really powerful. And positively and negatively, it sends a lot of traffic to the links when he when he tweets a link and to the organization websites where you just mentioned the place, the guy does generate a lot traffic on twitter, huh? So that was part of joe’s point was, you know, pick a fight with him and maybe you’ll get it. You’ll get some good publicity, you know, everybody approaches in their own way. Joe is in cause marketing, and so he thinks that way on dh that’s, that’s what’s so great about the quarterly is that, you know, you’ll have people coming in from all possible disciplines thinking about okay, what can we do? What can we do right now, that’s going to make a difference? Um, and often times it’s just brilliant it’s just the right thing at the right time. And so, yeah, we’re very grateful to jo jo always comes in with these these kind of odds suggestions that take you back for a minute and then you’re like, yeah, well, people should be checking you out so non-profit quarterly dot or ge and at and p quarterly, and i’ll say it again at the end. Yeah, people should be checking out non-profit quarterly. Um, okay, let’s. See, uh, my voice cracked, let’s. See? So, how about let’s go? A little general, you know, tio toe toe boards. What do you feel like? Boardmember sze should be paying attention to wolber thinking about oh, boy, i have a lot of good a lot of thoughts about that, don’t you? Yeah, don’t hold back on the radio. Well, i’m going home. I’m going to start just talking about the most basic, the most basic kind of stuff we are in of very unstable place, even though right now the, you know, the market is pretty much flying high and you know, they’re they’re they’re some good financial indicators. We are in a situation in which nobody should assume that a bear, their usual flows of money are going to flow in the same way. So, you know, good. A good example of this was all of what was going on around the sanctuary city stuff where, you know, cities and jurisdictions were being threatened with federal de funding if they didn’t if if they didn’t comply with what the feds were asking them to dio and there was a lot of my going there was a lot of money, billions of dollars or for new york and other other big cities, billions surprise and so threats, you know, tio x out the cdbg money, which is cerini development block grant money all there’s going to be all kinds of barricades set up and, you know, with a lot of work, they maybe then take it back down again. We’ve been pretty effective at doing that is a sector over the last a hundred days, but but the fact of the matter is we really can we can’t assume the economy is going to be good for the next few years, and we cannot assume then we have to assume that there may be a downturn in giving and you may have some, you know, generally available government funding sources cut off, and when you have, like, multiple effects on revenue streams, you may have a serious problem in terms of the of the sustainability of your organization and that’s just how it goes. And so what boards need to be thinking about, in my opinion right now is making sure that they do not get caught without sufficient reserves and to be ready to kind of downsize if necessary, to make some of those preliminary plans so that if something does happen that really deeply affect them, that they’re able kind of, you know, step back and sustain on, but they don’t take it is kind of a sudden event. This is a good reason, by the way, for boards and executives to be paying close attention to their environments. And, you know, most good, really executives really do pay attention to their own funding sources. But there, you know, if other first princes funding sources of their partner agencies, who they’re dependent on for some, you know, part of their supply chain gets cut off, you know, what do you do then and there’s going to be, if you know, if i had my guests, there will be those kinds of instabilities in the next year, and boards need to be prepared to move quickly to deal with the effects of that. All right? Now you started off saying these things may happen, you know, uncertainty basically is is ruling. But now now, in the last couple of sentences you just said, if in your estimation things will happen. So where? No, i don’t. I honestly don’t know what will happen. I think that that non-profits, you know, can head off and they’ve been very successful and heading off some of the stuff that’s been coming down, but but it is possible that even the economy overall could with with the amount of kind of turbulence in the country right now, it is possible that the economy could go a little wonky and that might cut down on donations. People need toe look att their own budget and their partners budgets and try to figure out, you know, how do we best secure what we have in place and don’t allow ourselves to fall into a hole? You raise a good point about not only your budget but those to rely on those you partner will you mentioned in the supply chain? I think the unemployment number just came out today, wasn’t it? Department of labor very, very small growth in unemployment in very small decline in unemployment in the first quarter. I think that was just this morning. I think i just saw that this morning. Um, well, you know, and i will say that that kind of cuts pope way. So let’s, i mean, let’s, just talk about some of the, you know, kind of what happens around those employment number it’s, because we’ve been doing this whole siri’s in the last little bit on non-profit wage ghettos. I don’t know if you saw any of those, but essentially there’s some fields among non-profits that consistently pay less than a living wage to their frontline workers, and those fields are in the middle of expanding. They’re being pushed to expansively, you know, include elder pick care, disability, kind of personal attendants in disability. Um, some of the workers and nursing homes and child early child care, so the workers in those fields tend to be women. They tend to be people of color. Um, and they’re being paid at such low wages that many of them are on public subsidies of one kind or another. They’re taking public benefits essentially much like, you know, fast food establishments have been doing liketo work it it came up you need you need ah ah subsidence. You know our walmart or whatever. So, you know, when the employment market is good, it reduces the number of people who are willing tto work under those conditions. And so there’s been this very intense um, workforce deficit in those area so that, you know, those organizations, they’re having a very tough time keeping up with the demand because they pay such low wages and they haven’t been working hard enough on getting those rates increased because the wages are very often driven by the rate the rates that they’re being paid by the state government. So, you know, there’s all kinds of effects that are going to flow out there and it’s not always completely straight forward, and some may flow to the benefit of some areas into the deficit of others, which is why we always need to keep such a close eye on that. Yeah, i mean, and then on the other end, nasdaq just hit a record of six thousand this this week within a day or two ago, and you also make a point. I want to put a finer put up. I want to say it explicitly, a lot of what you’re talking about with boards and their their considerations points to the need to diversify your revenue. You know, you can’t be all government revenue, you can’t be all event driven, you can’t be all individual fund-raising that’s gotta be a mix in your and your revenue stream, and so that you know you’ll you’ll be able to weather hits in one sector better than that. If you’re in one spot and that’s and that’s the one that takes a hit diversity of revenue, you know, that could be sometimes easier said than done, and i know because some kinds of organizations lend themselves to certain kinds of funding, so, you know, if you’re talking about, uh, disability organization or, well, at least a service organization in that field, or you’re talking about a medical, you know, a medical facility ah, big part of their revenue is going to be driven by the fields there and on dh trying to make up a cz much as wood keep you stable if that one source goes, you know, goes wacky, it could be very difficult because it’s a very difficult thing to do because people are used to funding certain things and not others i still remember working with with an organization that provided services to people who had disabilities and they were literally unknown in their community except if you use, um, because all of their funding came from government, what that does is it leaves you without any flexibility or buffer to hard times it could. It could really be the death of you. And i mean, i think we saw that on the big case fags, right? The case here in new york city, we’ve talked about that. Yeah, no, i don’t want to be a wannabe, pollyannish. Oh, and, you know, dictating with that, but we’ve had we’ve had lots of guests on who who have talked about using local community. You’re bored chambers, social media, too, to broaden the message even, you know, even in the case where you know it’s it’s an institution where that you really don’t know them unless you’re benefiting from their services or your or your family is there are ways of getting you have growing a constituency, and i’m not saying that you necessarily could could offset all the loss in government revenue if you’re, you know, if you that kind of an organization but there are things that can be done it’s difficult, but not impossible to diversify the revenue. All right? We could talk more about this. I don’t wanna cut you off on that subject, ruth. But we do have to go to a break, and you know, i’ll keep chatting on the trump implications, okay? Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have ever heard. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests are there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guests directly. To sign up, visit the facebook page for tony martignetti dot com. If you have big dreams in a small budget tune into tony martin. Any non-profit radio, i d’oh. I’m adam braun, founder of pencils of promise. Welcome back, big non-profit ideas for the other ninety five percent. I’m with roof, mccambridge and she’s, the editor in chief at non-profit quarterly. Anything else you want to say on that diversity of revenue subject like a seventy metoo it’s a it’s a funny one. You know, when we were we started out the hour talking about how the surge of funding went to particular organizations that you know, that trust that public trust where you’re willing to actually send your money to a place it builds over time very seldom happens suddenly you can build it, you definitely can build it. And sometimes, if really key institution is all of a sudden that risk people will flock to it. So of course they’re ways to, you know, try to, you know, uh, move on to a broader base of funding, but there is there is there is some truth of the matter that if you look out after over a field of organizations, you will see very similar funding mixes in those organizations like they’re similar to each other. Um and some fields just have mohr individual money in it than other fields. Still that’s. True. I understand. For sure, when we see that in in the graphics every well i look at you mentioned giving us a before i look more it atlas of giving. I don’t know if you’re familiar with atlas of giving, but i look because i look at their quarterly quarterly numbers and you see it in the pie charts. Of course, what goes to religion? Education by far, then goes to arts and the environment, right? Yeah, i agree. What about boards? You said you had a ton of advice for boards and bored, bored xero topic listeners. One is understand what your financial mixes and how to kind of almost, like, protect yourself against what could potentially happen in what is a very unstable time. So that’s number one secondly, you know who are your friends in the community? Like, do you have supporters? Have you built a base that will protect you if something happens? This has been really important to some kinds of groups, like planned parenthood. You know, even the very local groups are very often actively protected by the communities around them, and these are important things to consider. Like how connected are you to your community? How much might day risks to come out and make sure that you’re okay? Those are important questions to be asking yourself right now. The second is, what are the relationships? The third is, what are the relationships that with between yourself and others that you want to particularly try to develop a this point, and that could be anywhere from, you know, local funders, even if you’re not in, you know, and in a timing period where you would usually goto a funder, maybe it’s time to check in with the thunder’s not asking for money, but just simply checking in, making sure that relationship is stable. You know, all of these things are things that the board needs to think about just in terms of self protection. But then on the other level, boards need to think about what, to what extent are they willing to get involved in advocacy and even advocacy? Not necessarily on their own specific issues, but on issues that are related to their values based. So, for instance, and an organization who is in early childhood development might want to get involved in immigration organizing because of the effect that it has on the community that they’re in and so i i’ve seen more and more of that actually going on with with organizations that aaron one field understanding that kind of the the effects of policies in another field. Well, you know, we’ll have negative effects on the community, and then they get out there and advocate and that’s a decision really, that sits at the board level, and that advocacy may become easier to do because there’s been talk about repeal of the johnson amendment, which is what prohibits five o one see threes from political advocacy currently, but that’s that’s been called into question, i think it was it might have been right get tonight, can i just interject here program is us from partisan political work advocacy. We can always figure out how to get it. It’s the partisan political work in, you know, particularly around elections that ends up being the biggest problem for organization for non-profits yeah, all right, um on we’ve had gene takagi on on i’m pretty sure you know jean, don’t you? Yeah, he’s, our legal contributor he’s on he’s on once a month and he’s talked about political ad because and we covered. It during the campaign anyway, so that that prohibition has been questioned in in the first hundred days, so we’ll see if that if that ends up going away or not, i think that was i think that was by trump on twitter, i think, but i know it’s come out of the administration and some channel or no, i mean, there there have been those proposals to do away with the johnson amendment was which basically the johnson amendment protects this sector from being seen as a cz too partisan, and i think that it makes sense that when we advocate for something that we are seen as and we are functioning in, you know, the best interests of the community that we’re not working on, you know, on issues that have to do with one party affiliation or another that were really specifically working on issues form or altruistic reasons, if we whillans if we lose the protection of the johnson amendment, you’re going to have some organizations, you know, engaging mohr even than is currently happening in partisan political activity, and the reputation of the sector, in our opinion, would be damaged reputation ruth, we just have like a minute and a half left or so. So i’m gonna have to ask you to be. Be concise about foundations. What what’s the role. I think i think that the foundations have been incredibly well behaved in general, some of the large national foundation incredibly well behaved in, waiting to see what’s evolving and trying to respond to what’s evolving on the ground. They haven’t said we’re only going to fund this or that in response to the election, and i think in retrospect, that was the exact right position to take because we tried to get them to tell us, you know, where they’re going to change their grantmaking of embassies and they they never told us they were going to change their grantmaking embassies, and what they have done, i think, is just watch very carefully at where the energy is emerging and try to support what’s happening. Roof mccambridge she’s, editor in chief and president of non-profit quarterly, they’re at non-profit quarterly dot or ge and at np quarterly. Ruth, thank you so much for sharing. Thank you. A real pleasure next-gen idealware makes a major announcement on non-profit radio executive director karen graham will be with me if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com responsive by pursuing online tools. For small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers, we b e spelling dot com, our creative producers clad meyerhoff. Sam liebowitz is the line producer. Durney mcardle is our am and fm outreach director. Shows social media is by susan chavez, and this music is by scott stein. Be with me next week for non-profit radio big non-profit ideas for the other ninety five percent go out and degree. Hey! What’s not to love about non-profit radio tony gets the best guests check this out from seth godin this’s the first revolution since tv nineteen fifty and henry ford nineteen twenty it’s the revolution of our lifetime here’s a smart, simple idea from craigslist founder craig newmark yeah insights, orn presentation or anything? People don’t really need the fancy stuff they need something which is simple and fast. When’s the best time to post on facebook facebook’s andrew noise nose at traffic is at an all time hyre on nine a, m or p m so that’s when you should be posting your most meaningful post here’s aria finger ceo of do something dot or ge young people are not going to be involved in social change if it’s boring and they don’t see the impact of what they’re doing so you gotta make it fun and applicable to these young people look so otherwise a fifteen and sixteen year old they have better things to dio they have xbox, they have tv, they have their cell phones. Me dar is the founder of idealist took two or three years for foundation staff to sort of dane toe add an email address their card. It was like it was phone. This email thing is fired-up that’s why should i give it away? Charles best founded donors choose dot or ge somehow they’ve gotten in touch kind of off line as it were and and no two exchanges of brownies and visits and physical gift. Mark echo is the founder and ceo of eco enterprises. You may be wearing his hoodies and shirts. Tony talked to him. Yeah, you know, i just i’m a big believer that’s not what you make in life. It sze, you know, tell you make people feel this is public radio host majora carter. Innovation is in the power of understanding that you don’t just do it. You put money on a situation expected to hell. You put money in a situation and invested and expect it to grow and savvy advice for success from eric sabiston. What separates those who achieve from those who do not is in direct proportion to one’s ability to ask others for help. The smartest experts and leading thinkers air on tony martignetti non-profit radio big non-profit ideas for the other ninety five percent.

Sexual Harassment In The Nonprofit Workplace

I don’t see anyone talking about this. Let’s start. Leave a named or anonymous comment with your opinion of the state of sexual harassment in nonprofit workplaces. Let’s hear from victims, witnesses, HR professionals, attorneys and anyone else with an opinion.

My “Sexism Confirmed” post from January 2011

Nonprofit Radio for April 21, 2017: Donor Story Secrets & Social For Your Events

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Claire Meyerhoff: Donor Story Secrets

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Amy Sample Ward: Social For Your Events

Amy Sample Ward

Amy Sample Ward returns! We’ll recap the 2017 Nonprofit Technology Conference, then she’ll share her strategies for integrating social media into your events, before, during and after. Amy is our social media contributor and CEO of NTEN, the Nonprofit Technology Network.

 


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Okay. 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. We have a listener of the week. Todd palin ac he blogged five websites every n f p c e o should utilize and non-profit radio is number two. Todd, come on, number two. I mean, we were in the top two, but you know and utilize i don’t you let you know how about gush over or visit every week utilized it’s a little a little stiff sounding, but todd, i’m grateful anyway. He blogged this at fist two five dot com fifty fives fist teo fist two fives. Purpose is to help non-profit to be more businesslike and help for-profit sz be more socially responsible. That’s very cool. Congratulations, todd. Paula neck on being our listener of the week, my voice just cracked oh, you know that i’m glad you’re with me because i get slapped with geo trick. Oh, sis, if you tried to milk the idea that you missed today’s show donorsearch story secrets claire meyerhoff returns when it’s time to write another donor profile for your website newsletter or facebook, you’ll be glad. You heard claire’s time saving tips for producing high quality donor-centric content she’s, our creative producer right here in non-profit radio and president of the planned e-giving agency and social for your events. Amy sample ward returns we’ll recap twenty seventeen non-profit technology conference then she’ll share her strategies for integrating social media into your events before, during and after amy’s our social media contributor and ceo of n ten the non-profit technology network on tony take two how to pitch non-profit radio we’re sponsored by pursuant full service fund-raising data driven and technology enabled, you’ll raise more money pursuant dot com, and by we be spelling supercool spelling bee fundraisers. We be e spelling dot com. What a pleasure to welcome claire meyerhoff back to the studio. She is a philanthropy communications and marketing specialist and president of the planned e-giving agency she guessed blog’s at non-profit marketing guide dot com and i’m going to say it again and it’s probably not the last time she is non-profit radios, creative producer, you’ll find her at pg agency dot com and at claire says that’s. Easy dankmyer off. Welcome back to the studio. Thanks so much, tony it’s great to be here. It’s a pleasure. Thank you, guys. So glad these shoes these trips work out for us. Yes. I love coming to new york city and coming to the crystal studio and being on talking alternative the crystal studio we are surrounded. We’re surrounded by crystals. Yeah, it’s a good, good, you know, energy, i agree. We got and you bring energy to you. Do you bring that radio expertise? That energy? Okay, we’re talking about donorsearch tory’s. What do you feel like non-profits or not getting quite right about when they write a donor story. Don’t testimony? Well, i’ve i’ve i’ve written many, many, many donorsearch tory’s, but i’ve read even mohr donorsearch tory’s that’s part of my job. So i’ll go on a client’s website or a potential clients website, and i start reading a donor story and typically they fall into several categories. But the worst one is is what we call gushing flackery, where you’re just like gushing over the person and you’re acting almost like their pr flack that you’re trying to promote them. It’s like two promotional and it’s about to many different things and not really about, you know why this donor cares about your cause? If we want to do this correctly, you you advise that we start with recognizing our goal for the for this piece, right? So what’s the goal of your piece? Are you trying to show that that donors are putting your charity? And there will that’s a great reason for doing a donor story? Because it’s social proof it makes it really normalizes plan giving social proof? Yeah, social proof. So you have a lovely donor-centric looting your charity in her will, and now you want to feature her. So your goal really of that is to show her in a really nice light so that she likes the story but also to normalize this concept of putting a charity and your will and encouraging other people to do it. So it’s a very simple goal. The goal isn’t about telling her life story or writing a biography about her or gushing over her to make her feel good, perhaps because my friends and fund-raising they say, well, you know, i want to make sure you know, that she looks good and, you know, make her feel good because they’re all about that, but frankly, that makes for, like, a really kind of boring, weird that’s. A poe story. Yeah, yeah. I mean, you do want them to feel good about the piece. Clearly, but that’s not your primary goal. No. Your primary goal of the donor’s story. Yes. It’s a bit about stewardship like you’re thanking the donor, my featuring them. But your primary goal is really to put a face on your philanthropy and to encourage other people to do a similar thing that this person has done precisely. Okay. I like the idea of social proof a lot more about that. What’s up. Well, social proof is just proving that something is normal. I liketo almost call it more like normalizing ilsen social proof. So if you say, you know, if you see ah, lady and you’re in your annual report and she’s, a retired teacher, and she lives, you know, in greenwich village or whatever, and you work for a big, fancy new york city charity and you feature this lady and she’s, a retired teacher and she’s normal. Then someone reading that will be like, well, gosh, that’s, that’s normal she and she went and put this charity in her will. That’s not like a strange thing, it’s not for rich people, you know, it’s, not just for, you know, big time philantech are everyday people, and you might be doing this for plan to give ah, encouragement or major gift major, it could even be i don’t know how that could be an annual e-giving e-giving unnamed naming a scholarship or something like that. So that’s a great donorsearch ori. So say your your small college and you have a nice person who has given you an outright donation maybe if a few thousand dollars, but also included the college and their will, and you’ve created a scholarship in his name. You get after his father and you write up this little story about why he cares and what he’s doing and then that’s your social proof right there, this normal person did this precisely. I mean, for trying to encourage others. It’s probably better to include someone to do this around someone who’s a modest donorsearch modest means because you’re going to appeal to a much broader spectrum, then the high net worth donor-centric purpose. Well, that’s interesting, too. About the highway high net worth donorsearch event are you? Viewed a lot of very wealthy people and it’s funny because one of the typical things they’ll say to me is they’ll say, so you’re going to write this story. So what is it going to be like? And i tell them a little bit and then they go, they kind of whispered there, go just don’t make me look rich. Yeah, because nobody wants to come across like they’re bragging about their money and the donorsearch story is something that they should feel good about sharing with someone and if it’s this like bragging story or about how these people own all these office buildings and they’re huge philanthropists, they’re not going to want to show that to their friends. Because it’s a little embarrassing for most people, there are some people who are there are some things one articular, but yeah, most people are very modest. That’s true. I agree. I’m not screwing with you, right? I can think of ah one recent ah, recently popular guy. Um all right, i’ll tell you what, why don’t we go out for our break? And when we come back, they’re not going to keep talking about the donorsearch ori and we’ve got to talk about who to select and the donor photo and she’s got tips for interviewing, so stay with us. You’re tuned to non-profit radio. Tony martignetti also hosts a podcast for the chronicle of philanthropy fund-raising fundamental lt’s, a quick ten minute burst of fund-raising insights published once a month. Tony’s guests are expert in crowdfunding, mobile giving event fund-raising direct mail and donor cultivation. Really, all the fund-raising issues that make you wonder, am i doing this right? Is there a better way there is? Find the fund-raising fundamentals archive it. Tony martignetti dot com that’s marketmesuite n e t t i remember there’s, a g before the end, thousands of listeners have subscribed on itunes. You can also learn maura, the chronicle website, philanthropy dot com fund-raising fundamentals, the better way. Welcome back to big non-profit ideas for the other ninety five percent. I feel like doing live listener love this moment. Andi were bursting, uh, let’s, start abroad. Mexico city, mexico cattle. What what is what? We’re going to start as point a star days, of course, when it started seoul, south korea, always multiple. We’ve got multiple south korea, always, always so grateful for that. Loyalty that’s the word i’m looking for on your haserot comes a ham nida for our listeners in seoul live germany, they got multiple in germany. Guten tag new delhi, india is with us checking in new delhi you’ve been with us before, i can only send you live listen love in english, i’m sorry i’m not not prepared, but don’t but come back, come back and we’ll get it okay, bring it into the u s, tampa, florida, woodbridge, new jersey, multiple new york city love it and over mass boston, mass whoa, do you know each other live listener love to all the live listeners, and they’re bursting first thing today, i got to say podcast pleasantries for the over twelve thousand listening in the time shift, whatever device, whatever time, whenever it fits your schedule, you might be listening a month later. Binge listening pleasantries toe are over twelve thousand podcast listeners so glad you’re with us and the affiliate affections last, but never least on our am and fm stations throughout the country and our new am fm outreach director. Of course, of course, betty mcardle, who will shout out at the end affections to our live two hour am and fm affiliate listeners fremery if you done facebooking now and everything when i see you with your phone, social media is very important said it well, and so is the live listen love in the podcast pleasantries in philly defections i can multi task i’ve got to send this stuff out. Um, how about through, though, to choose? How do we how do we make sure we’re getting the right donor that’s goingto give us the best story and be the most cooperative, et cetera? Well, when you’re writing a donor story typically you want to choose someone typically what fundraisers do is they want to smooth somebody, so they know i wanted i want to feature this donor mary lou she’s, great she’s this she’s got a great story and they go on and on about all this stuff, but then when i find out a little bit later is she might not be the best person, and then i’ll hear a funny thing that the the fundraiser will say, well, she’ll do it, but she just doesn’t want to use her name. What? She may not be the best thing i think we need to move on anonymous and anonymous has been very sweet to us a very thoughtful right. So it’s it’s really important to choose someone? That’s that’s, that’s really game that wants to do it, willing to use their name, they’re willing to use their name. They understand the concept of doing the donor’s story. They understand that they’re photo is going to be used to that it’s going to be connected with an ask of some sort. And in an action of some sort it’s gonna be a little bit like an advertisement, maybe and some people don’t don’t realize that they might think, oh, it’s a donor story it’s going to be a story about my family and where we come from and, you know, the real vikings and no, okay, it’s, not just a story perception. So it’s good to have to choose a donor who is basically number one like a really nice, friendly person, outgoing person or even not outgoing person who just really cares about your cause and gets what gets what you’re doing so that’s number one they should really care about the cause and really understand the whole point of of this. Donorsearch torrey and of course, yes, they wanted you want to use their name and take a photograph and all that, okay, now they’re going to have a role in the process, right? Of course they’re going to be able to review what you write typically typically sometimes they will review what you write so so the best thing for sort of the the approval process, which can things can get hung up with that so let’s say you’re in charge of of writing the story and you’ve selected this donor and asked her if she would like to participate. It’s really great if you can show her an example of a previous donor story and say it’s going to be a lot like this it’s going to be about this many words and the photo is going to be something like this and it’s going to be in this spot in the magazine and it’s going to be a lot like this, so then they understand what’s going on and also you’re going to say to them, it’s going to be very brief because that’s really the best way to kind of keep this thing from going out of control how many words? Roughly you could do a donor shoretz like seventy five words that short? No, sure. Because that’s really what it’s mostly about is a really good photograph and kind of just this little testimonial. It’s basically, the why they care. Like why they did this, why they care so much. And then it’s maybe like, you know, one or two little fact it’s a very short story. And then you need your call to action at the end. Basically. Well, not what do you want people to dio? Do you want people to do what mary did? Mary started a scholarship. Are you interested in doing that, then? You know, call contact through intact durney martignetti you mentioned a photo on your your advice is to focus on the photo. What do you have around that? I really believe it’s it’s photo it’s almost photo first story second, because too often the fur photo is just a complete afterthought and a disaster. So you have this wonderful story. And then at the last minute, thie fundraiser gets a photo from the person and it’s a little like a dime sized photograph from, like a cruise have a digital and they just sort of stick the photo and its terrible or or they just base, maybe snap a photo with their iphone of this older person just like sitting in a chair looking kind of, you know, pathetic and and it’s sad it doesn’t have to be like that. So i really encourage people to hire a professional photographer because this’s also a wonderful way to steward your donor. So maybe for one hundred dollars or one hundred fifty dollars, you can hyre ah, local photographer, and then you can go over to the person’s house or have them come over to your organization if you have something photographic like dogs or kids or something. And and, you know, take some really nice photographs of this person, and then they feel important because you’ve hired this photographer and you’re doing something quality and then after it, of course, you can also, you know, make a copy of one of the nice photos and frame it on dh send us with them and say you might you might like to have this. Thank you so much for helping us out. You know, the photograph is really, really important. And if you can’t have the have the photograph of the donor doing something that’s related to your cause old holding, one of the animals holding an animal or for furat nature organization at the very least have them standing, you know, in their yard near their favorite tree or something, and so it’s it’s you, khun stage that photo just a little bit and do something really nice. So put a lot more thought into the phone absolutely put a lot of thought into the photo, and when you’re choosing a donor, think about someone who would like to be photographed. Perhaps they’ve already been in a local newspaper about something else, and you know that about them, so they already kind of know what’s going on? Cool, not scary to them. When you’re interviewing them, you have some tips for interviews. I do have some some tip, even that we’re gonna do this let’s say, we’re going to keep this to a seventy five word, seventy five to one hundred. I’ll give you an extra twenty five words. Seventy five, two hundred words is what we want is that all the space we have? So how do we fashion our interview around that well, it’s it’s really very simple, and it almost come down to one one question, and if you ask no other questions you could kind of be done at, you know, with the one question, so let’s say, tony, you’ve been donating to this animal shelter for a very long time need a drumroll for them? Yeah, and and you’ve included the animal shelter in the will. The question would be tony, what? Why is this call is so important to you that you’ve done this wonderful thing? You’ve taken this major step of including the charity and, well, why is why is it so important to you? And should we be recording while we’re interviewing? You don’t really need to record just good notes, just good notes, because really, you’re just looking for that money quote, you’re looking for that one quote, and usually you get it right off the bat with that first question of why do you care? And ah, mistake people make is they they say, well, why do you care about the you know, riverdale animal shelter? Well, it’s not why you care about that shelter, it’s, why you care about the cause. So, it’s, why do you care about homeless man’s? Why do you care about illiteracy? Why do you care about feeding? You know, people that need, you know, a hot meal. Why do you care about homeless people? Why do you care about cancer research? Why do you care about this college? So it’s it’s? Not really. Why you care about, you know, the organization per se or your mission. It’s it’s about it’s really about the call cause you want them thinking broader, right? And you go and you’re going to get some kind of good pull, quote, this is what you’re looking for that little money quote you mentioned, right? So for instance, i interviewed a man who we featured for parkinson’s organization. So it’s not the question wasn’t well, why do you care? You know, why do you care so much about the parkinson’s foundation? It’s well, why do you care about you know, parkinson’s? And he told me the story about his mother, who had parkinson’s when he was a little boy and how, you know, her hands shook but then when she would take his hand to cross the street her hand didn’t shake and fell, and he felt safe and that’s the quote i used was something right in there about that he wanted to make sure that everyone, you know felt safe that had someone in their family with parkinson’s and just nice little quote about that. So it’s it’s really about the wide the person cares about your cause, not about the mission. So that’s really all you kind of need to ask them, and now they’ll tell you they’ll say, well, you know, years ago i was a schoolteacher and i had children who came to my class and they hadn’t had breakfast, and i really got interested in, you know, school nutrition programs, and so it goes, it goes from there, so usually they have a little story, and then once you’ve chatted for a little while, a great thing to do is at the end of your conversation is to say, is there anything else you’d like to add? Is there? Is there anything else you’d like to say? And typically the person will say no, but and then after the but you get your best quote, really? They’ll say no, but i really want people. To know that in in this town there’s a big problem with, you know, ah, litter and that’s why i really care so much about this cleanup program like they will, you will have talked to them for five minutes and more and it again. Now at the end, they will consolidate their best. They’re best quote, and i know this from working in radio for many years, being a radio reporter, so you would interview somebody, and then at the end, you’d say, is there anything you’d like to add? And they would very succinctly say everything you’ve ever talked about for the last five minutes and that’s your sound bite, okay? And it’s right at the end and it’s, easy to grab. So that’s that’s how i know that. So that’s your best sound bite, really? And usually you’re best quote comes at the end when you say anything else you’d like to add well, no, but i you know, i really want people to know x y that’s it there. You got it. Cool. Thie like, protect, protect, protect for interviewing. Well, my, you know, my profession was i was a reporter and a news writer. And and basically you’re telling stories and it’s it’s journalism so it’s just another form of journalism, and when you’re a journalist, number one is faxing your friends so it’s about facts and quotes. So when you’re writing your story, if you just stick to facts and quotes, when you go to get it approved by your boss and they want to rewrite the whole thing, you can say, well, no, actually that’s a direct quote, and i’ve had i’ve had clients, is there? Bosco well, can we have her say this instead? I said, well, no that’s what she said, she’s, the donor and that that’s what she said she likes that. So if you stick to just direct quotes from the donor and a couple of little facts like, you know, she’s named the charity in her estate plans that’s a fact, and you’re not sort of screwing that up because thie approval process things can get a little hinky. Okay, and don’t forget the approval have are writing what you have some ideas for our actually writing we talked about we talked about a brief quote. Courts are good. Yeah, what for? Writing there was sitting down and writing these hundred writing for writing, you know it’s it’s keeping it brief and also, you know, i say to write light, bright and tight and typically your readers they khun tune out at any minute so you you should ride in a one on one engaging style so it’s a very personal style it’s not like bunch of flowery language and extra words. Is that the light? That’s the light so you wantto cubine sure what’s like bright tighten your right and tight and sure so it’s it’s, it’s it’s a light story it’s. Not a heavy duty, you know, four hundred word four hundred words. You know what? You’re not writing a book about the person and again it’s. Not about like where they went to college. Unless it’s, you know, there’s a for your college. But it’s not about, you know, all these things that the person does cause i i read this all the time and the funny one that always gets me is at the beginning. It’ll say john smith is a great philanthropist in our community and a very well known, you know, person who sat on many boards and all that that’s like the first thing they tell you is it’s sort of this list of this person’s credentials and that’s not interesting to the reader, and it doesn’t make the donor look that good. They don’t want to share that with people that you’re sort of, you know, boasting about it, segregates the reader from g i’m not on all those boards, right? So i guess i can’t i can’t do what john did because he’s a well known philanthropist. Exactly. I only give a couple hundred dollars a year. So right, this doesn’t apply to me. Turn the page writer that’s for those kind of nickels. That’s for those kind of people who sit on a lot of boys is a lot of boards, right? That’s. Not nice. Okay. Like brighton tight. Yeah, like brighton type. Keep it really short. Basically it’s it’s about the why and it’s about why the person is taking this action. And then at the end, you want to make sure you have a call to action. Which is to say, you know, would you be interested in naming a scholarship here? It smith college when, you know, give us a call. So you want to you want to do that so it’s in your headline should be should be a good little headline and what i like to, i’d like to make the joke that says a donor story is not a headline there’s a lot of times i’ll see that in a in a in an annual report or or a newsletter and says donorsearch torrey, well, no, well, that’s like saying, you know, mcdonald’s is like, you know, a burger store. Thank you. So the dahna story that’s a category that’s, just something we say, like what’s our donorsearch torrey next month, but it’s not it’s, not a headline, so have a good headline and have a nice view could do a nice pull quote that you pull out and make it bigger and then looks good and then you’re called to action and those things should be, you know, bolted because that might be all the reader reads. They see the photograph, they read the headline, they see the pull quote and then they see the call to action and they might not even really read the story. But there’s still getting the message? They’re still getting the idea we’re asking about. The headline should should that focus on the donor or the reader like something like you can do this also? I mean in that category, i’m not saying that’s a headline or it doesn’t really matter how you well, a good line headline is something that grabs the person’s interest in my little i’m not a great headline writer so might cheat for a headline is like a quote from the story because it’s something the person said so it’s it’s hygienist donorsearch ori with a woman in grand rapids, michigan, for the community foundation and it was a great photograph of her, and the headline was, quote, i will oh, i will always love grand rapids because that’s, what it’s about she put grant rapids in her will and then it’s about caring about this whole city and the community that’s why people support community foundations because they really care about their community and the causes in their community. So i that kind of like my little cheat thing is to go to take a quote and make that the headline all right, now you mention the approval process a few times, so i can imagine you’re hankering to get to the approval process. Now we got our thing written. What? We’re going what’s your advice around the approval well, the approval process because this is where things get ruined. This is where things get in the edit in the edit, people, somebody. Now we got a reading by committed and e i would just keep it to few people as possible. And so my tricks for getting things approved is to just give it to, you know, my client and they give it to their boss and and i’ll say something like this is exactly eighty five words, it can’t be any longer, it has to be eighty five words, and then people are less likely to tinker with it because they can’t write it as short as i can, or a short as you can, because you’ve really given a lot of thought to this story, so the boss might try to tinker with it. But well, now it’s one hundred seventy five words and you know, it can’t be that so i had like, a strict word count and tell them that that it has to be that word count. So that’s the number one trick. And the second thing is, if you stick with quotes and facts, there’s less to tinker with, so you don’t want to start writing all this other flowery stuff. You just want to stick to stick to the facts and stick to the quote, stick to what the person said, and then it’s a lot harder to tinker with. Ok, right? And then after you’ve gone through your internal review, hopefully briefly, it goes to the subject to the r to our donor, it goes to the donor first. This is another secret about dahna for goes to the donor first, they’ve already donorsearch already approved it. They loved it. They can’t wait to see it in the newsletter, and then your boss is like, but but all the donor mow mrs smith, she just loves this so much when it be great. When it when it’s printed, we could frame it and give it to her. She loves and she loves it. I don’t think we should mess with it. She loves it. She loves it. It’s, dirty pool. I love it. Well, you have got a job, neo-sage she loves it. Touch it. We love she loves it. It’s close she’s, so proud of it she’s already sent it to her daughter. I imagine that it also rich thieves could be multi purposed, right? We can use this in some other marketsmart ocean ways, you know, once you have a great donorsearch torrey, you should use it over and over again. And when i come into an organization and we need thio ah feature a donor. Ah lot of times i’ll hear well, we already used, you know, mr jones last year, and i’m like no, but that’s a great story. We already have these great quotes from him. We have this beautiful photograph, he’ll, you know, he was cool with it, he loved to use it again. Oh, but we already used him and and i always say, well, you know, maybe people read that a year ago and hung on to every single word of it, and maybe now they’ll see him again in this different way, and they’ll just go, oh, there’s that nice guy so it’s ok, because typically people didn’t even read it the first time they’d even notice it the first time they’re not hanging onto your every word of your non-profit. Newsletters. I got news for you. Filed it. Then they’re comparing each one two that’s up to the old. Exactly. Let’s go march of twenty twelve that you guys five years ago. You believe that because that our quarterly report from five years ago. So if you already have a great donorsearch torrey, you can you can repurpose that. And sometimes it’s just pulling out a quote, taking the picture, cropping that a little bit differently and you can use it many different ways. Now you can put that on facebook or you can use it somewhere else. And a great way to repurpose a donor story is to is to flip it and turn it into a pier letter so let’s say, you know john smith, come ah it’s a long time donorsearch organization. You could craft a letter from him based on what he’s already said. And you write the letter from his voice. Two other donors like him. So let’s say he lives in a certain neighborhood and he, you know, you could craft the letter saying, like, oh, dear bob, you know, i also live in this neighborhood and i recently did a great thing i updated my will and included thie, you know, clean up the river foundation. Is that something you’d consider doing? And so that way, you already have the content. He’s already agreed to be in this newsletter or whatever, and you can show him that and say, hey, look, could we would like to send a letter from you two other people? We don’t even have to bother you again with interviewing you again because people don’t want to bother to be bothered a second time for a second interviewed you have the content you need, we gotta leave it. We’re gonna lose their way. We will reuse it, we’re gonna leave it there tomorrow you’ll find her at pg agency dot com and also at claire says that’s easy. Thank you so much, claire morrow. Thank you, tony. My pleasure. Any sample ward and social for your events coming up first. Pursuant, they’ve got another free webinar it’s. Amazing how much free content they’re producing for you. This is howto win at data driven fund-raising get a handle on your data data for goodness sake. People are overwhelmed by data data data. What do you need to measure? How do? You measure it, what actions do you need to take? Based on your data? You don’t need to be overwhelmed. Webinar will help you pursue it has your back? This is on tuesday, the twenty fifth and if you can’t make it because a lot of people listening later, um, i’ll let you know when the video is up. There’s always an archive for you. If you want to register for the live webinar, go to pursuant dot com quick resource is and then webinars and again it is howto win at data driven fund-raising we’ll be spelling spelling bees for millennial fund-raising it’s a night with live music, stand up comedy, dancing and a spelling bee all for the purpose of raising money for your work. This is not your seventh grade spelling me. You could check out their video at we b e spelling dot com and then get in touch with the ceo alex greer and book a fun night for your organisation. This is organization specific. Not a bunch of org’s doing one night together. No, this is for your work reason money for your organization. We be e spelling dot com now time for tony’s. Take two if you want to pitch non-profit radio, please make it about non-profits small and midsize non-profits that’s who the show is for that’s who i have in mind as i produce it each week i got a pitch like two weeks ago, and first of all, it was long the woman talked for, like, seven or eight minutes, and at the very end of that diatribe came the part about non-profits it had nothing to do with non-profits leading up to that she’s, a food blogger, and it had to do with her eight million instagram impressions and i don’t know one hundred twenty thousand facebook likes whatever, you know, i mean, the numbers were high, i don’t high numbers aren’t all story. I mean, we know true engagement is important too, but all right, so she had a lot of lofty numbers anyway, but it was all about food, and then in the end ah, and i give part of the profits too. This international food charity, which i’m not going to name. Okay, so that was an eight minute story, and i got twenty seconds of a non-profit this is non-profit radio, not food blogger, radio i mean, it’s, not the food network. So off topic, to say the least and it’s not that uncommon that i get these, you know, that this is not a non-profit relationship or shoretz minuscule like, in this case, so if you’re gonna pitch non-profit radio make it about non-profits that’s all i ask, and then we may have something to talk about. Of course, i got a video on the subject and you’ll find that at tony martignetti dot com and that is tony’s take two amy step award. You know her she’s, our social media contributor and ceo of intend the non-profit technology network. Her most recent co authored book is social change anytime everywhere about online multi-channel engagement she’s that amy sample, ward dot or ge and at amy r s ward welcome back. Any sample word? Yeah, i am happy to be back. I’m happy to have you. Thank you so much for being with us and my voice just cracked again, much like i’m twelve it’s, unbelievable. And speaking of children with the first thing we got it before we get into anything related teo non-profit technology conference or social media for your own events. The more you just run that was talking about staying on topic. Well, yeah, but you’re going to appreciate this thing because oren louis sample ward has his one year birthday next saturday, the twenty ninth. Isn’t that the case? I know i’m tracking it. Happy birthday, orin. Thanks. What are the what of the festivities around the first birthday? Um, well, i guess we are not, um not in the judgment way. Just in a personal capacity and preference way not people. Teo, create a huge party. We mostly just want to have a day where folks who haven’t met him yet get to meet him or people who have met him. Get teo hangout and friends with kids can have their kids come over and they can all play together. So mostly just having an afternoon at our house with lots of people. That’s. Wonderful on open house. Yeah, wonderful. Congratulations. Thank you. Alright. Happy for orin next saturday. Wonderful. Nasty. Don’t you feel bad about admonishing me for staying on topic? No, i knew what you were going to say. You did? I didn’t tell you. All right. All right. You know i was you know, i’m keeping track of him. We’re going to say what? When i was going to say what? What do you mean? You just said what i was going to say. Oh, okay, then. Let’s, move on. Teo. Seventeen ntcdinosaur was a smashing success with well over two thousand people there. The non-profit oh, my gosh. Yeah. I think our final count, i should go look this up before i say it on the radio. But i think our final count was, like two thousand three hundred and thirty people. Wonderful and that’s, the largest ever. Is that right? Okay, now, there’s more to the story than just how many people come. You could have a crummy conference with twenty, three hundred on everybody next year. You have know it was really, really awesome. Yeah. Tell us tons of tons of people making connection, which is ultimately what we want. You know, we can we can plan well in advance for there to be lots of sessions and, you know, lots of activities. But the reason that we planned all that so that people can find what they need, whether that somebody that they can commiserating with or somebody that they could work with or on expert to help them understand what they’re working on a vendor that has that platform they’ve been looking for, you know, whatever those connections are. So we were really, really happy that so many of those connections were happening just even right from the very beginning. And that was kind of a big theme of people’s evaluation. Feedback this year, too, was just oh, my gosh. You know, this i came thinking that i would go to some sessions and learn some things. And i had no idea that actually i would meet all these people and i would have all these ideas and come. I have all these folks that i wanted, you know, follow-up with our state connected with so that felt really, really great. Fell like a good success. Outstanding. Congratulations. Thank you. Eighteen ntcdinosaur that eighty, ninety is twenty eighteen. Is april eleven through thirteen that’ll be in new orleans. Okay, back in the central uru. Always rotate east, central and west. Right. Okay, central new orleans. Okay. Excellent, april. All right. Um, so let’s, talk about social. This is a perfect segway and a perfect you’re the perfect person to do. This because you’re our social media contributor and you hostess fact, those event every single year as and ten does let’s talk about some social you’ve got some ideas for before the event, what to be doing? Yeah, so figured since we just had the mtc and it is such a big event and as we always remind ourselves here and in ten were a technology organization, so we should be able to figure some of these things out one at a time kind of share the behind the scenes secrets and practises and things that we’ve learned from kind of integrating social media. So just just say that at the beginning, in case listeners are like, gosh, these all of these examples are about the ntc that’s intentional trying, trying to share what we dio putting on that big conference so ahead of the event, you know? And when i say ahead of the event, i mean, about a year ahead of the event, we start the planning around content and that includes social media, but as we’ve talked about before, tony, you and i, you know, social media can’t just exist a little separate thing, you know, you don’t just have your facebook plan over there by itself, you have your community engagement plan and you’re content plans and those include social media where it makes sense. So we start that planning basically as soon as this conference ended that next week, we had our debrief, which included let’s get started on you. No hear things that we learned this didn’t work on twitter or, you know, whatever so that we can start that planning while it’s still fresh on dh it’s going to take that long to plan it out anyway, and so part of what goes into that planning is what what opportunities did we notice for content that we weren’t creating at the conference, that we should think about it and kind of integrate into our plan? So we’re there folks who were tweeting from a session with how much they you know where into the topic and sharing their own examples even beyond what the presenters were sharing? Oh, that’s, awesome let’s kind of tag all those people now make a list of those folks now so that we can start engaging them ahead of time. Clearly, they got a lot out of it. Let’s, let’s engage them once registration opens, for example. So you’ll be finding those those folks who are already kind of engaged from this last conference. Sorry, what were you gonna say? Yes, so you might use them as sort of your back channels before you start or when you start promoting twenty eighteen. Is that what you mean? Well, i mean, two things one that there folks who personally did get a lot out of the conference. So even if they aren’t planning for whatever reason, budget or schedule or whatever to attend the next conference, what we’ve found is that those folks were really engaged and personally gained a lot from the previous year’s conference when registration opens are really, really open and love when we asked them to kind of use the session hashtag or the conference cash rather and kind of put out some testimonials in their own words like, what did you learn love about last year’s conference? Why should people go and people will post, you know, like a five part twitter message about why people should be going to this conference even if they’re not able to go that next year so that’s one piece is kind of making a list well, it’s fresh of who were the folks who really seemed engage, who really got a lot out of the content, they don’t have to be the people who are speakers, their sponsors are, you know, really high profile folks, they’re people that just really, genuinely got a lot out of it because they’re going to be sharing that really genuine kind of testimonial. That’s goingto connect with people who are also not speakers responses, but i just thinking about whether they should attend or not, you go excellent that’s smart, i mean, similar to what you were talking about in the first half of the show, right? Like you don’t need to profile somebody that other folks don’t feel is appear making sure that you’re connecting with those attendees who are just speaking from an attendee perspective. You know, i wasn’t speaking on the session, i haven’t been here ten years in a row, but that was my first year and it was amazing. And i want you two have that same experience and you know, they’re sharers because that’s how you flagged them because you aren’t you steal that they were using the session hashtag or the conference hashtag liberally and you found him so you know they’ll share oh, excellent. Okay, more pro tips love it. Yeah, but then the other part of kind of making that list is figuring out what what was prompting them to be doing that sharing at the conference, you know, was it just somebody who was really into a session and one of the share ideas? Or was there something going on for example? I mean, you’ve been to the conference, maybe you could help me with these examples, but for, you know, at lunchtime we have what we call birds of a feather lunchtime tables just topics on on top of tables for people to help make connections and meet folks, but then sometimes that prompts people to get really engaged on twitter because they don’t have a table, right? Like they never saw that opportunity and they never submitted a table topics, so they’re using the conference hashtag to try and attract other people who want to talk about something, okay, awesome! You know, there was a re a world thing happening in the room and they were on twitter, but so finding those other events or moments at the conference, that kind of prompted that so that we can think ahead, hey, you know, people turned to twitter to try and organize those tables. How can we plan for that ahead of time? Okay, okay, yeah, i guess maybe parochial e, but, you know, i used to pay special attention to the tweets of guests, and i’d be interviewing in the booth for non-profit reiter and and the fund that then then you know, they would treat the photos from the booth and everything like that while i was interviewing them and yeah, that’s, the stuff that i used to, i guess that was our little birds of a feather is what i was paying attention to. Yeah, another piece, um, that we’ve found kind of connecting from one year to the next is that we have at the conference a photo booth and take photos ourselves, you know, of the conference experience, but we also try and watch and kind of if it’s on twitter, for example, favorite that on twitter who confined it again are or just save the link of folks who are taking photos from the conference that a photo there is so much better than words or maybe we’re just not good at words the photos so much better at helping us kind of capture and demonstrate, especially to people who’ve never attended the ntc what it’s like? Because we like to think at least that our event is unique, and i’m sure that spokes listening think that their annual event, whether it’s a gala or a breakfast or whatever is also unique and using photos that attendees took themselves of the event is such a better kind of riel riel world view of what the experiences like. And we have found that even though there’s going to be things that are different, like what the science looks like or you know what, what the photo booth backdrop was, like, there’s going to be some of that? I guess you could call it branding that’s different year to year, but the experience we hope, is not significantly different. And so we’ve found that it doesn’t matter if one year’s photo booth photo had a robot theme and the next year had some other team and whatever but using those photos ahead of time, you know. It’s really, as soon as registration opens has helped people want to share and also has we’ve seen people what kind of share those photos or tweets that have the photo attached and say, oh, yeah, i did that, too, even though they’re not in the photo, right? So someone year the conference had a mechanical shark in our closing reception, and, you know, we posted a photo from that with somebody riding on the shark and said, no, we can’t wait to see next year, but blah registration is open, whatever, and then a bunch of people would share that i wrote on the shark to you have to go to this conference even though the shark had met him to dio really with anything tio help capture how excited they were for this community that’s cool, we’re not. We’re not jumping the shark, but definitely not jumping way to take our one break while you’re with me, so we got more to come because we’re gonna talk about what to do during the event with their social and then or after your event tons of pro tips, gosh sakes, stay with us. Like what you’re hearing a non-profit radio tony’s got more on youtube, you’ll find clips from stand up comedy tv spots and exclusive interviews catch guests like seth gordon. Craig newmark, the founder of craigslist marquis of eco enterprises, charles best from donors choose dot org’s aria finger do something that worked neo-sage levine from new york universities heimans center on philanthropy tony tweets to he finds the best content from the most knowledgeable, interesting people in and around non-profits to share on his stream. If you have valuable info, he wants to re tweet you during the show. You can join the conversation on twitter using hashtag non-profit radio twitter is an easy way to reach tony he’s at tony martignetti narasimhan t i g e n e t t i remember there’s a g before the end he hosts a podcast for the chronicle of philanthropy fund-raising fundamentals is a short monthly show devoted to getting over your fund-raising hartals just like non-profit radio, toni talks to leading thinkers, experts and cool people with great ideas. As one fan said, tony picks their brains and i don’t have to leave my office fund-raising fundamentals was recently dubbed the most helpful non-profit podcast you have for her. You can also join the conversation on facebook, where you can ask questions before or after the show. The guests were there, too. Get insider show alerts by email, tony tells you who’s on each week and always includes link so that you can contact guess directly. To sign up, visit the facebook page for tony martignetti dot com. I’m jonah helper, author of date your donors. And you’re listening to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. All right, we’re talking about social media during beef before, during and after your events with any sample work. All right, there’s one more thing i just want to touch on pre event on that’s very just a very small thing. Amy hashtag if you see erroneous hashtags like people doing ntcdinosaur teen instead of seventeen ntc or you know some other variations of what you what is the correct hashtag? What do you what do you do with that? We’ve found that it’s just gonna happen so it’s better to plan for that and assume that people are using the wrong hashtag and the more that we can help kind of redirect people ahead of the conference, the better they are during the conference that using the right hashtag, which is less like we want everybody using our hashtag and more because that really is how people are trying to make connections and chair and post with each other, and so if they’re using the wrong hashtag, they’re not going to feel like they were making a lot of connections. So what we do is we know that just as you said, they’re going to transpose that the number. And the letter order so that’s a big one that we track and then we’re also looking for writing the whole year out. So if you if you have, ah event that uses the hashtag with the year just seventeen also search for it with twenty seventeen all of those kind of little nuances and as people are posting, you know, this b six months ahead of time as they’re posting oh, you know, are you? Hey at tony martignetti are you going? Teo ntcdinosaur teen, we see that and we reply and say, oh, we hope that you’ll both be there. Be sure and use the hashtag eighteen ntc so that other attendees can find you and i just used that phrase all the time hey love that you’re connecting our hey, thanks for promoting the conference or hey, whatever it is you’re doing that’s great! Be sure and use the hashtag and connect with everybody else and it’s just a nice way to correct somebody but also makes it clear hey, we’re only correcting you because we do want you to be able to connect outstanding, very polite and i said, yeah, i know it’s awful it’s start for that’s it you we want you to find everybody else. We want people to find you exactly. Okay, let’s move, teo during event intra intra event, if you will during our event. Now, what are your ideas? What do you got now? This, you know, there, especially for a conference like ours. You know, we’re talking about the ntc, which is twenty, three hundred people all pretty plugged in on one device or another, so the volume can just be intense. Um, and even if you have a smaller event, that doesn’t mean that the volume isn’t still a lot to try and manage. What we’ve found is that we need to have at least one staff person at all times doesn’t mean it’s the same staff person twenty four seven, but one staff person, you know, wow, while it’s normal kind of conference waking hours online to monitor things and that it’s best if that person can be, you know, maybe you have ah, on office at the event, you know, ah, room that’s, not the registration desk or the customer service desk, because otherwise they’re just going to be answering questions in person, right and feeling like i can’t i can’t monitor what’s going on online, so putting somebody in a place where they can concentrate and it’s quiet and they could just monitor what’s going on because you’re going to just have to be listening in order to figure out where there are things that we need to be, you don’t hey there’s confusion around the session room can let’s just make a post about that? Because it’s just going to be too much to try and walk the halls and figure out what to say. You really need to be listening online, okay, that sounds like a traffic control duty zoho totally that’s when it feels dual stressful because you know again, at least with ntc, that person is monitoring twitter and facebook and our conference app and our conference online forum and email, you know, there, there it really is kind of air traffic control, and then if you see something well, you’ve got your walkie and you’re walking out to other staff. Hey, can you go check the sign? People are saying on twitter that the sign is wrong? You know really does feel like you’re kind of in the master control center. How many hours of those shifts? Normally about two at a time was one. It is a lot to try and do you know that you’d definitely need a break? Yeah, yeah, like traffic control now for sure. Okay, totally. Um, you have some ideas about screenshots, screenshots, content? Yeah, we’ve found that it’s one of the easiest ways, because you may remember during your two hour shift oh, they were just so many people talking about this thing, and i said, this is so and so, you know, replied in a gm and said this and, you know, and then later that night, with all staff, when we have our daily debrief, you might say, hey, there was a big issue with this, and i know folks didn’t see it, but it was on twitter and it got results, and then you have watched so many tweets come by during the day, you can’t remember who it was that said that you can’t remember who you promised to follow up with so it’s just easier to take a quick screen shot and save that and you can have a folder on your computer whatever computer you know, you kind of monitoring from that day that is like thieves with people i’m following up or here are examples of horrible things that happened today that we need to fix or, you know, here’s an example of ah, really awesome post from a session. Whatever it is, you can just be taking quick screen shot and save it instead of trying to write down the person’s name or figure out all the details. I just saved you a lot of time and and also lets you feel like you can just stay in that channel, right? You could just keep following twitter. You don’t need to go use some other tools and try and find that spreadsheet that you’re using. You could just stay focused. All right, i got you. All right, we just have about a minute and a half left aim so let’s move to post event on about what’s your what’s, your top tip post event that if i could just say one thing that remember that even though the event is over, all of that content is still there and attendees are still engaging, so don’t just say great conference over, we’re getting on a plane goodbye. And have your your various channels that just were at such a huge high volume go quiet instantly make sure that you’ve scheduled ahead of time. Some tweets or facebook post that say, you know, thanks again for an awesome event, maybe you have a photo that you pulled out already that can go in there. Thanks so much, you know, staffer offline today taking vacation after unconference whatever it is, just make sure that there’s still some content because even though you’re a tte home asleep, your attendings are back in the office and, you know, still looking to engage. Okay? Outstanding, um, i’ll give you thirty seconds for your number to post event tip that’s all that’s all i’m giving you. Yeah, one thing that we’ve found is that right afterwards is a huge opportunity to start building up mo mentum for next year, though some of those kind of tweets they’re post that you might schedule ahead of time are things like reminder, you know? Hey, add to your calendar. This is one registration for next year opens o r be sure that you have you start thinking about your session ideas because we’re going to open. Session submissions on this date was just kind of start ng tow put out, the timeline really helps capitalize on how excited folks are and how they how great they felt so that they want to take it forward to the next year. Amy sample ward she’s, our social media contributor and ceo of the non-profit technology network, you’ll find her at amy rs ward. Thank you so much, amy. Great pain, great pro tips next week, the trump presidency and your work what’s the impact roof mccambridge is with me she’s editor in chief of non-profit quarterly. You probably know her if you missed any part of today’s show, i beseech you, find it on tony martignetti dot com. We’re sponsored by pursuing online tools for small and midsize non-profits data driven and technology enabled, and by we be spelling supercool spelling bee fundraisers we b e spelling dot com. Our creative producer is claire meyerhoff. Sam leve lorts is a line producer. 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