Tag Archives: non-profits

Nonprofit Radio, November 11, 2011: Work/Life Balance, Volunteer Visibility, & Westchester AFP

Big Nonprofit Ideas for the Other 95%

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My Guests:

Rachel Emma Silverman and one of her sons when he was a baby.

Rachel Emma Silverman: Work/Life Balance

Rachel Emma Silverman, reporter for The Wall Street Journal and contributor to their blog “The Juggle,” shares what she’s learned about managing your personal and professional lives when both scream out for your limited time.”

Please take a moment to take the survey for this week’s segment with Rachel! You’ll find it here at the end of the guest and segment descriptions. Thanks!
 

Maria Semple
Maria Semple: Volunteer Visibility

Our regular prospect research contributor, Maria Semple, The Prospect Finder, talks about the new Volunteer section on LinkedIn profiles, which can help your research and increase your visibility.

Joe Ferraro: Westchester AFP

Joe Ferraro, from the Westchester county Association of Fundraising Professionals, explains their National Philanthropy Day conference on November 16. What’s the objective? And who are the speakers? Tony Martignetti Nonprofit Radio is a media sponsor.


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Here is the link to the podcast: 067: Work-Life Balance & Volunteer Visibility
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Oh! Bonem welcome to tony martignetti non-profit radio, where we’re always talking about big non-profit ideas for the other ninety five percent of your aptly named host today is eleven eleven eleven just a few things about that their arm or las vegas marriages by a factor of ten today than there are on the average friday in november. Lots of people want to marry on eleven eleven eleven. This is a big deal in the mayan calendar, which was too much for me to get into personally and research, but it is a big deal south korean c sections because the resident registration number for people born today in south korea will begin with eleven eleven eleven and parents want that for their kids. Um, i just like palindromes, so it catches my attention for that reason is symmetry is about as far as my creativity stretches, so i like it for that reason. And today is also veterans day. So a shout to those who are serving and to my fellow veterans happy veteran’s day. I hope you’re with me on eleven o for eleven last friday, when i had andrea kill stayed with me and we talked about assessing your asking style, andrea revealed what it means for me to be a kindred spirit and a mission controller, which are two of the four asking styles profile that asking matters dot com, which she co founded. How do you prepare for a solicitation based on your asking style? And how should different styles be paired together for an ask? We also talked about her book, how to raise one million dollars or more in ten bite-sized steps this week work family balance, rachel emma silverman, reporter for the wall street journal and a contributor to their blogged the juggle will share what she’s learned about managing your personal and professional life lives when both scream out for your limited time, then volunteers is ability. Our prospect research contributor maria semple, the prospect finder, will talk about the new volunteers section on linkedin profiles, which can help your prospect research and increase your non-profits visibility and finally, national philanthropy day at the westchester association of fund-raising professionals, joe ferraro from westchester ft, will talk about their conference on november sixteenth. Who the speakers are what their objective is. My show is a media sponsor that conference and i’ll be doing interviews there. All of that, along with tony’s take, to which my block post this week, is the basics of charity registration. That all comes after these messages, and immediately after those, i’ll be joined by rachel. Emma silverman. Work family balance. So stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to big non-profit ideas for the other ninety five percent on tony martignetti non-profit radio with me now is richa rachel, emma silverman she’s, a reporter for the wall street journal and a contributor to their blogged the juggle she’s, also the author of the wall street journal complete estate planning guide book, which is available on amazon. We’re talking about work, family balance rachel, welcome. Thank you for having me. It’s a pleasure to have you. Why does the journal feel that a blogger on balance between work and family is necessary? Well, the blogging you’ve named the black has been around for a number of years, and so i actually didn’t start the block. I said it started by some other colleagues before i became a contributor, and the genesis of the bog was that a number of users, both women and men, we’re struggling with these issues in their own lives, and they figured that, you know, they weren’t alone and that many of our readers were dealing with same issues. You many of the most of our readership, though not by all means not all, um, our working parents, although we do have plenty. Readers without children onda also some readers who don’t work outside of the home and our state home parents, but but definitely the bulk of our viewership for working parents who are dealing with, you know, the struggle of how teo work meaning or have meaningful professionals careers, but also raised their families. And are we seeing much difference in thiss in the midst of our recession, in terms of thes thiss balance in the jungle, there is a difference, certainly. Well, first of all, families are just more worried that they’re more worried about their jobs or labbate heads their paychecks if they’re even looking enough to be employed. So you that underlies the struggle, and it adds to the stress that many working parents already feeling. But secondly, um, those who do have jobs are many cases working harder than they’ve ever worked before and that’s because many companies and non-profits are operating a lot more lean lean these days, and you know, they’ve had layoffs or haven’t sold positions, and that means many workers are actually doing the job. So you two or three people and that can increase the workload increased the time spent at work. Or, you know, pulling in time during home time. And so it really does that stress on dh there’s tension there. You feel grateful to have the job, but probably resent may at least frustration and maybe resentment about having to do a couple of jobs. Exactly. Exactly there, you know, certainly that case. People feel less blowing rock the boat and asked for more flexible arrangements are to scale back the work hours. Nobody wants their job and we’re going to talk about howto set some of those boundaries. One of the poll questions that i had for the audience before the show was, is your job comprised of what was two or more jobs before the recession and perfectly split between yes and no fifty percent each way. So yeah, i mean that that because it certainly doesn’t affect everybody here, but i’m not surprised that at least, you know, you feel like they’re doing a lot more and i think in the for-profit sector as well in the audiences. Non-profits but i think we’re seeing that across the across those the two sectors, i just want to remind listeners that we are live tweeting the show. Join the conversation on twitter using the hashtag non-profit radio if you have a question for rachel and we’re also taking calls at eight seven seven for eight xero for one, two, zero, eight, seven, seven for a tow for one two oh ifyou’d like teo, talk to rachel who’s i think your cellphone just rachel, you have to get that call. I hope. No, i’m getting okay. Oh, that was okay. The sort of the conventional wisdom about working for non-profits is that it will be a more regular balance will be more normal work hours. Ah, pay maybe lower, but there will be a better mix between personal and professional. Do you see that by commenters on the blogger and people you’ve interviewed so that’s a really good question? I know i actually know from both professionally from reporting and from the blood, but also even personally, i know a lot of people who have left corporate job, askew said, because they i thought that non-profit world would offer a more friendly, more family friendly environment a few hours for with trade off being being less pay. But the reality in some cases, though not all, can be difficult to be surprising and different. You know, all of all of you working non-profits you guys work hard and and the hours can be long or get their community, we’ll get night for events or for charitable mission work and so it’s, not always the ninety five that some people are expecting when they go when they go into the non-profit world and i think that has been exacerbated talked up. For by the poor economy, just because the the social services for those york until services, he needs air greater. But also, you know, just being short staffed. It means that all of us are working harder, or many of us are working harder. We have to take a break. When we return. Rachel will stay with me. We’re going to talk about howto, establish some of the boundaries, and set that balance for yourself, and also talk a little about rachel’s situation because she is a work at home. Mom, this is i know tony martignetti non-profit radio stay with us. Thank you. You’re listening to the talking alternate network. You get me thinking. Xero good. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam lebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s, create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that come mondays at eleven a. M, call in for a free second reading. Learn how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Welcome back, i’m with rachel and the silverman reporter for the wall street journal and contributed to their blogged the juggle we’re talking about work, family balance, one of the other questions that i asked listeners before the show was do you feel you have appropriate boundaries between your work and personal lives? Kind of disappointing on the only forty two percent said yes and all the remainder were no or not sure so i don’t even not sure is not so good. Rachel euro, your work at home. Mom, how did that come about for you? Sure. So i work for many years out of our new york bureau a za reporter. And then my husband actually got a job in austin, texas. And i asked my boss if i have to go after it plainly, you know, saying i love my job and i would it be okay if i moved a dawson with my husband for his job. Would i be ableto work from home? And my boss didn’t even bat an eye. He said yes, and i was so grateful. And this is seven, no, six, six years ago. And i’ve been here ever since and i have two young children who are almost two enormous for and so i work out of the home office with one of my sons is in preschool on the other eyes, still at home with the baby sitter while i work from home so that my situation, what were you thinking the days leading up to asking that big question? What were your feelings about what you might hear? You know, i felt pretty confident that i didn’t really second guess it. My husband had to make a decision quickly for this job offer, and we’re pretty sure that we wanted to move anyhow, and i just sort of told me that the worst thing that he could say would be no and if that happens, you know, i really enjoyed i really love my job, and i would be very upset. Um but you know, that that’s the worst thing that could happen, and then we have to make a decision. But, you know, i also felt that if he said no there’s always room for negotiation and there are ways to do things like a trial period, but it didn’t even come to that, you know, i think one of the big issues and what we can talk about this further is that people kind of get so scared about even asked e-giving they don’t want to appear to be, you know, lazy or they don’t want their bosses and they will be working as hard if they were so they don’t even ask, and i really that’s, you know, you keep only with only one hundred percent sure way tio not get what you want is to not ask for it. And so, you know, i think that it’s it’s really important your bosses that is most in most cases not going just offer work from home. Usually people have tto have to ask for it, so but also just knew that the worst thing would happen would be that, you know, and and i i was prepared for that consequence. So the advice is if you’re if there’s something on your mind about an alternative arrangement or hours or a couple of days a week at home, or maybe just one day we get home, get the courage, find the way and just asked, because i think, don’t you think that if if your work is getting done, and if it continues to get done, most supervisors are going to be amenable, yes, not all almost right, exactly most yes, i think especially now because our technologies just so much better and there’s so many more ways to be connected to be productive without being in an office, you know, that didn’t used to be the case, but when i asked, i mean, this is six, seven years of this before the iphone, you know, blackberries, we’re still kind of not as good as they’re now, and so the technology was kayman is good then, but but now, you know, it’s really, really easy to stay connected to the to the workplace on and in fact, a lot of companies are finding you know, that they’re alive and more distributed workplace. You’re a many employees happier, but also their big cost savings in terms of real estate in technology and energy. No, there. There are a lot of benefits working from home now, so you have two children at home seeing you work every day. Do you think about what the impact will be on them as they grow older? Yes, i actually think about that a lot i grew up with two working parents and my mother for much my child hood worked from home, and i actually you’ll have so many memories of falling falling asleep with sound of her typewriter hail kind of in the background kind of click clacking away, and she was a consultant, often how to write reports, you know, this is kind of the era, even before we’re processors, and you know that that that really impacted me, i sort of just assumed that i would work and, you know, it was just very much a part of my of my life growing up. No, i think that for my children, you know, i hope that i’m a real role model as a working mom, and until very recently, i was actually a part time from the time that my first time was born just a couple months ago, i was a part time, so i was with them, you know, as mom for part of the work day, you probably talked to a lot of people or get comments from out of people for whom they’re not, in the most part, and their bosses aren’t amenable. What? Advice do you have there? Yeah, i mean, that’s a really big issue. And i think that it’s something that will change eventually effective economy improves and people are more willing to vote with their feet and look for other opportunities and more family friendly places. You right now, employers, you know, sadly and a lot of companies do you have the upper hand? Because they know that that workers are just happy toa have a job and many inmates situations, but but i do think that the more people ask and the more people prove in place proved that they can do good work, that this will change. I also think when one judges to ask if you if you can, try it on a trial basis, you know, a week, a month on dh just sort of see how the arrangement were, uh, and then know that if it doesn’t work, think about what the alternative is your job worth keeping if you can’t get that flexibility. And if you decide that it’s, not there, maybe steps you can take short of leaving in the midst of a recession, but they’re always steps you can take to help. Get your way to the exit door and start to see the light at the end of the tunnel. Absolutely. And you can also see if you could work on a contract basis to do just that. Certain projects in order to get that, get that flexibility or see if they’re things you can do well within four point. Like what? Your hours around a little bit, coming a little bit earlier, if you could leave a little bit earlier seeking handle school, pick up, you know, things like that that your boss might be more amenable. Short of working from home. Rachel, i’m a silverman is a reporter for the wall street journal and contributed to their blogged the juggle and we’re talking about the work family balance, i imagine there’s certainly gender issues this’s probably tougher for women than for men to raise at work. What do you here? Well, i think in many cases it’s tougher from men just because, you know, women are scientists, certainly changing, but women their cider you’ve seen more often as you know, the family, the family who razor and this is changing very quickly, but i know men who have tried toe work part time and have found it more, more difficult task for just because there seems to be some stigma. The men seeking alternative arrangements and a lot of companies are becoming, you know, are you are really hurting, you know their workforce toe be gender neutral and, you know, have family leave, be open to both men and women. But i think for many cases, harder for men asked for these rain for and for women. Okay, interesting, more more accepted. I was thinking about the fear among women that they might be mommy tracked and their career hindered. Yes. No, definitely. I think that that’s that’s a fear that holds back many women, but i think that employers are less surprise with a woman. You think that i do think that women certainly are are seen in some time? I think this with men is that fewer men asked for these arrangements. And so there’s less there’s less daddy tracking just because they’re fewer dads historically have asked for part time or for working from home arrangements. So when that when dad do ask, they often feel a little bit, you know, like still a little nervous. Because there aren’t that many other models for that in the work for and do you see more men asking around around a birth now for extra time off? Yes, absolutely actually meeting with friends later today, who is on paternity leave right now. Sixty paternity leave, and so definitely, i think, that, you know, it’s it’s becoming a lot more common. And companies are, you know, are really granting it a lot more often and writing into their hr policies. What about family mean, we don’t have family members so close, so much anymore. So family, the fact that kid’s air more mobile, and that that also impacts what? What were able to arrange for our personal lives? Absolutely, and that’s that’s, a big, big, big assed. You, you know, in the past. It was just much easier or not much exertion of that, but having a family being able to watch your children and you know, if your parents didn’t work here and uncle didn’t work just made finding child care a lot easier if you didn’t have teo really struggled with finding daycare, nannies, etcetera, but, you know, that’s, just not the case. So many family for so many families anymore. I mean, i just personally i live very far away from from my parents and my in laws, and, you know, they’re in opposite ends of the country, and so we just don’t have that family available to us for child care. So, you know, every it’s, always a struggle, but to find stable childcare, he were actually the myth of searching for child care right now for our children. You have your own transition coming up, right? Exactly. Tell us, won’t you share that on, by the way? Thank you. Thank you very much for being willing to share your own personal story. Oh, sure. No, i’m always i’m always happy to talk about it. My my life, you know? But yeah, so my younger son has been home. With the baby sitter and starting a day care in january. But our baby here actually has a new job, and so the next month and a half were without falik hair, who was running in a week and a half and so nowhere were scrambling toe find child care for for a few months, and we’re going to part time childcare after starting in january. And so, you know, it’s something when you don’t have a table, how car can make, uh, both your work and your life very stressful because, you know, it’s, always in the back of your mind, so less listeners think that oh, she’s, a contributor to the jungle she’s got it all figured out. Oh no, no, no that’s one of the things i did contribute to juggle because i’m trying to figure it out. Yeah, i’m always trying to figure it out and after our readers are so helpful in terms of offering their own suggestions and bits and pieces of their own lives. It’s, you know, it’s really, really strong and and warm communion of we were just talking about children moving away from their family, but i see the most recent post by you on the juggle is about the reoccupation of the empty nest kids moving back. So even so, this is not only for young families, but this could easily have implications for people in their fifties and sixties. Absolutely and that that’s interesting because you many, many people start reading the juggle because they’re they’re they’re new to the duggal bait they recently had shot, but we also have a lot of readers with older kids, college age kids, teens and, you know, they’re dealing with they’re dealing with troubles of their own, and especially with the part economy, you know, grown growing children are definitely returning back to the nest on and there’s more financial assistance going. Teo, in your post, you talk about that, so we’re not only juggling work and family, but we might be juggling money as well. Oh, yeah, i mean, money. Yeah, i underlies both the work in the family’s kruckel because you need both to make make it go smoothly. Since i’m sorry, rachel. So i just called you i’m sorry, rachel, since we are talking in good measure about young families. There’s an issue around guardianship that pertains to the book that you wrote the wall street journal complete state planning guide book when we just touched down just in the last minute and a half that we have this guardianship issue for for young families, so are you are. So one of the reasons i wrote the book is that i’m absolutely passionate about planning it, and i know it sounds funny to say passengers out of the inning, not a subject that brings i had a lot of passion, but i really do believe that every single person, especially young families, should have a will. Not only teo doesn’t property, but most importantly, to name a guardian for your young children. And choosing and guardian is so such a tough decision because nobody likes to think about their death, and it can involve awkward conversations with family members about you who you want to choose, a guardian who who you want, who you trust to take care of your children if you’re not able teo but it’s something that i encourage all of you listener’s with children, teo to think about and most appalling, tio dio you make sure that you have a will that that includes the guardianship designations and rachel’s book again is the wall street journal complete estate planning guide book, and you find that on amazon. The last survey question i asked listeners was, would you describe your office as family friendly? And two thirds said either yes or yes, very and only one third said no, andi ah, few people even big, no, unfortunately, that’s not good, but the fact that two thirds is really good and i have to say i’ve been so lucky, my employer, his has really, really been family, family, and i’m so grateful to my employer, but i’ve actually, you know, i’ve actually considered working for a company not recently, but a number of years ago that really, really wasn’t family friendly there flexibility was not at all a part of its charm policies, they didn’t allow people to work from home. They’re a maternity leave was very short and very inflexible. And, you know, i realized that wasn’t a workplace for you, rachel, we have to end there. Thank you very much. Thank you, rachel. I’m a silverman is a reporter for the wall street journal and a contributor to their blawg the juggle after this break. And be tony’s. Take to stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com buy-in durney welcome back to the show we ran out of time, but there was a question on twitter for rachel about whether telecommuting woodwork on ly in large companies and i promise you i will email that question to rachel and i know she’ll be happy to answer, and i will get the her answer to the person who asked the question on twitter. So thank you very much for asking the question. We’ll get it answered for you, tony’s take to my block this week is the basics of charity registration. What is charity registration? These air the requirements in every state and the district of columbia that you register with state authorities before you solicit donations in that state, you either register or you qualify for an exemption or you don’t solicit there or you can roll the dice and take your chances on being caught. There’s a lot more in on my block at that post this week’s post the basics of charity registration on my block is that m p g a d v dot com, and that is a short tony’s take two for friday, november eleventh, the eleventh day of the eleventh month of the eleventh year i’m with now maria simple, actually maria’s with me. Maria is the prospect finder and she’s an experienced trainer and speaker on prospect research. Her book is panning for gold. Find your best donorsearch prospects now we’re talking about volunteers. Volunteers, visibility maria, welcome back. Hi, tony. Thanks for having me a pleasure to have you back. There is something new on unlinked in. Is that right? For volunteers? Yes. That’s correct. It’s actually been out in september, but i don’t think very many people know about it. And there was a recent new york times article which i think kind of has brought it to the forefront of people’s attention. And that is the topic of adding a section on your profile on lengthen that includes your volunteer experience and causes, and it can be extremely useful for aa number of purposes first and foremost for yourself as an individual and your own personal profile. We’re not talking about the profile of your organisation, but your own personal profile really can make you a very well rounded individual if you can show where you have volunteered. So presumably most of the people on this call today, actually work for a nonprofit organization, but you probably are also volunteering in other capacities as well. So why not list that? Why not list what your volunteer capacity is? Whether it’s a boardmember helping to run a gala, whatever the capacity is, you do have an opportunity now to add that to your linkedin profile, and there is enormous value in volunteering. I know some people use use volunteering to lead to a new job that’s correct and that’s actually one aspect that this article really brought to light in the new york times they were talking about people who are perhaps unemployed in in transition and are looking for a way tio augment their skills toe add back to community and it’s a way teo really boost your resume, if you will, even though you’re not getting paid for it still able tto have a tremendous amount of impact and flexibility with the project that you’re able to do, and you’re demonstrating an interest in the career you’re trying to move to bye bye. Doing it. Doing that work for for free room on a volunteer basis. Yeah, and what was interesting, too, is that they quote in this particular article that in a survey, they found that forty one percent of employers said that they considered volunteer work as important as paid work, and that twenty percent said they made a hiring decision based on volunteer work. So it’s, extremely important that you not only have it on your regular resumes, but also make sure it’s listed there on lengthen because i can guarantee you every single day. Headhunter recruiter hiring manager, hr person is taking a look at your linkedin profile that you want to make sure that you do with those opportunities very well. The article we’re talking about was in the new york times on november first called volunteering rises on the resume november first, new york times that’s eleven one actually another palindrome eleven one eleven. There you go. There you go. What was interesting to is that i was doing a late a little bit of digging around on lengthen itself. And i got back to the press release that lincoln launched on september seventh regarding this new volunteer called experience and causes feels for their profiles, and they say that they surveyed nearly two thousand professionals in the u s and they found that on lee, eighty nine, eighty nine percent of these professionals have personally had experienced volunteering, but on ly forty five percent included that experience on their resume. So there’s definitely a dichotomy there people are not necessarily all including it, yet employers are looking for it. You should be proud. You should be proud of it. Absolutely. And i think from from the non-profit standpoint, it elevates it’s, another avenue for the non-profit to get the word out about they’re just to get their name out there, right? So i would encourage every non-profit listening on this call to encourage your board members, especially your board members, to add this section to their own lincoln profiles and indicate that they are serving as a boardmember for your organization, because it’s going to again give greater visibility to your organisation and its great maria. Is this something that people who have an individual profile have to select for that volunteer section to appear? Or does it appear automatically in you’re in the template and then you just fill it in? So what? What they need to do is when you’re looking at your linkedin profile, you know how you have that first shaded box before you start getting to the summary section and all of that just underneath that shaded box that you have at the top, there is a link that you click on called ad sections, so you click on the ads, sections hyperlink then you select volunteer experience and causes, and then you click add two profile button, and then you fill out the applicability fields. Excellent. Thank you for that, that kind of detail and for the non-profits that you’re saying greater visibility, that’s because people will find the people who have your non-profit listed when they’re searching the non-profit name, right? So what’s gonna happen is right that you’re non-profit then is going to be linked to that person as well, so they’re able to then learn a little bit more about your organization simply from clicking through on that profile. And how about from a prospect research perspective now for people at the chair at a charity wanting to do research on the people who they know or would like to know? So from from a prospect researchers perspective it’s fantastic, so fine researching an individual certainly length in is one place that i go to to do my research it’s one of the tools in my toolbox, so if i can see not only their education, their work experience and so forth, if they have left, they’re where they are interested in volunteering, where they’re currently volunteering, and by the way, it’s just like a resume, i mean, you have, you know, from what year to the present date face from two thousand to present to your volunteering at x y z organization and there’s also an opportunity to list causes that you care about. So if you’re if you’re an animal welfare non-profit and you see on somebody’s linked in profile that the on ly causes they care about are perhaps education and children, then you know, you might have been a little bit more digging to do to see if there’s really going to be a connection for your organization. Another reason that individuals may want to add this, and this is goes into the non-profits encouraging individuals, teo, add this section, as you suggested boardmember sze is that if it can be used in broadening skills in showing that you’re a, you’re a person beyond just your work, but you have skills outside you work and you’re exercising those in volunteering exactly. Exactly. So, you know, i think a lot of people find that linked in is almost because it’s a business networking tool, it doesn’t really allow too much of your personal side to come through, and i think this is really an opportunity for people to allow that to come through yet in a very professional format. Yes, bring your personal side toe life in lincoln, and i know that that times article also pointed to people using volunteerism when they are when they’re not currently working, which a lot of people aren’t in the recession, but it shows that you are keeping busy and you’re keeping informed about your your marketplace, right? I think the article even goes on to say something along the lines of you’re not just sitting on the couch, right? Also all these reasons that individuals should be promoting their own volunteerism and that charities should be encouraging people who are close to the organization to do that, would you, would you include? Yeah, i mean, it doesn’t have to be a boardmember right that you’re inducing or encouraging. Teo list your organization no, not at all. I mean, i can see organizations like literacy volunteers, for example, think of the the bank of volunteers that it takes to run an organization like that. Why not make sure that those people all have your organization listed as a place where they volunteer their time? So, yes, it is extremely important to have that on there there are sites on the web to that will connect volunteers and non for not-for-profits i no one is go volunteer, which is spelled without the two e’s in the word. Volunteers just spell the word volunteer without those dot com catch a fire is another one. So there are sites that will connect non-profits with volunteers if individuals don’t currently have ah non-profit to volunteer for that’s. Correct. So there may be something right in your own backyard right in your own city where your expertise is really needed. And this gives you an opportunity to extend your expertise to the volunteers that desperately needed. And so there are definitely sites online that will match. And the non-profit request specific request for types of jobs. Shall we say that they’re looking to have by a volunteer? So, as i mentioned, catch a fire dot com is one go volunteer dot com spelled without the easing volunteer volunteermatch is another one. There’s also a rising micro volunteering and the and the times article brings this out idealware research too. You can’t just volunteer for a few minutes, apparently so i have not done something like that. But i did see that in the article as well, which i think is really very interesting is that there are some very sure, very short term beyond for terms with yeah, ten minutes is what one of them sparked is one site for micro volunteering. Maria, we have to leave it there. I want to thank you very much. You’re very welcome, tony. Thanks for having me always. My pleasure, maria simple is the prospect finder. Her book is panning for gold. Find your best donorsearch prospects. Now we have a couple of messages, and after those, i’ll be joined by joe ferraro from the westchester association of fund-raising professionals will be talking about there. Upcoming conference national philantech three days to stay with me. Talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes or get your human resource is in touch with us. Website is improving communications, dot com that’s improving communications, dot com improve your professional environment, be more effective, be happier and make more money. Improving communications. That’s the talking. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m ken berger from charity navigator. Dahna welcome back. Joining me now is joe ferraro. He isa boardmember and educational programming chair of the westchester county chapter of the association of fund-raising professionals. We’re here, he’s joining me to talk about the chapter’s upcoming conference next week. National philanthropy day on wednesday, november sixteenth. Joe welcome. Thanks for being on the show. National philanthropy day. That’s, that’s. Pretty ambitious. You didn’t just pick westchester or new york state or even mid atlantic philanthropy day? No. Well, a national finds every day is, uh, national day. November fifteen is the actual day of the rial holiday, so to speak, that was established by the then national society of fund-raising executives. But now thie association of fund-raising professionals and it’d surely a national event chapters across the country to celebrate the day with various conferences and meetings, awards, ceremonies. And even in our region, we have new york city is running up is running a, uh an event. But our event in westchester is very much on educational and networking opportunity. And this is your first annual is that right? This is our first full day conference. The chapter is relatively new. We were established in april of two. Thousand ten and we’ve been running breakfast meetings, networking an educational programming since then, till now. But this is our first national or first full day conference and is a real robust program that is a fantastic educational value in the region. All right, so what, tio, what kinds of people are you expecting to come? It ranges anywhere from the boardmember or volunteer uh, on to the administrative assistant and development area, or somebody who is looking to transition into the non-profit area that is a big need that we are seeing that we’re fulfilling as a chapter, especially at our breakfast meetings. We have a lot of phone calls of people i’m looking to get into the non-profit field, i don’t know where they get started. Um, can you tell me about that? And they’re mentoring i actually had to phone calls yesterday, uh, that war of eh spinoff from a conversation with the conference, two more of a mentoring and i’m in a life transition and i’m looking to get into the non-profit field and change. I’ve been a success, i’ve downsized and now i wanna give back and figure out how i can work the non-profit arena and all those things fit into the type of people that come to our organization. We have a lot of people from charities what’s very unique about what we’ve done with our chatter is so many non-profit organizations or associations rely heavily on the for-profit sector cars, vendors and partners latto bulk up there, their membership with we’re very focused on the charity specific. I would imagine that of our attendees to this conference, about ninety five percent of them actually work for charities and not for, uh, paper or print sales organisation that we do have, we will have a robust sponsorship in exhibitor area, but, uh, the number of people are coming are definitely got their hands on fund-raising every single day, joe, when you get those calls about from people who want to make the transition into non-profits then you should refer them to today’s show because the last segment i know you heard part of it, you were on the phone waiting was about volunteering and using volunteering to move from a for-profit tio not for-profit job? Absolutely especially in that transition time. Then when i heard you were talking teo simple, who happens to be a speaker at our conference next week. Um, about not being on the couch on showing that you’re actually working when you’re not working. Nobody ever said that you had to work. That working for money is the only way that you could be working. So who are the keynote speakers that we can look forward to next wednesday? We have, ah, great program. Our keynote speakers. Uh, we have a morning keynote of john hicks from j geever talking about why ethics matters to me a lot of case stories, as you probably know, a f p is very much focused on the piece of the pie. When it come to you and joe who’s, the other keynote speaker was just have a couple of minutes left to our christian murano from con vo is talking about the next generation of american giving. It talks about how each different population, uh, based on birth date, kind of deals with media and how fund-raising approaches them on our there a couple of speakers and breakout sessions just one or two that you’d like to highlight. Sure, we have an interesting session. I’d rather stick pins in my eyes and raise money talking about how to overcome your boards here fund-raising by dennis miller. Excellent board fund-raising always topical have and anything from a lot of we have a lot of soldiers, a couple of social media items as well as integrated marketing and building a cultural plans to be about board events direct one on one conversations, there’s something for everyone. There are fifteen different breakout sessions in addition to the keynotes and there’s. Something for everyone. This’s on wednesday, november sixteenth that the edith macy conference centre in briar cliff manner in westchester county. Yeah, so how do people register? They can go to www dot a west chester dot or ge and go to our event programming tab and you can go right there. And if they need more information, they could feel free to call me as well. Can i give you that number? Yes. Go ahead. Jump at nine. For for one, nine, five, nine, four, five. We’re looking for a great day. Joe ferraro is a boardmember and educational programming chair of the westchester county chapter of the association of fund-raising professionals. My show is a media sponsor of the conference, so i will. Be there on the exhibit floor, doing interviews with speakers. Jo, thank you very much for joining you very much, it’s been a pleasure that wraps it up. I’d rather stick needles in my eye than end, but we have to or pins, but i’d rather work with needles. I prefer crush a work next week. It’s tech day first your plan jason hutchins of non-profit solutions network makes the technical simple for you to explain why small non-profits need a new plan on how to develop yours so you’re computing costs, stay within budget and then our technology contributor and the editor of non-profit technology news, scott koegler he joins me every month is going to be with me to talk about google plus pages. Google plus pages are here should you have one? And how to keep up with what’s coming up week after week, sign up for our insider email alerts on the facebook page. Did you like today’s show? If you did, please click that like button and become a fan? I know they’re not technically called fans anymore, but they are to me you’re all my fans listen, live our archive! You’ve done the live if you want, listen, archive goto itunes at non-profit radio dot net non-profit radio dot net brings you to our itunes page, where you can subscribe and listen any time on the device of your choice on twitter, you can follow me. You can also use the show’s. Hashtag non-profit radio were always live tweeting used that hashtag non-profit radio talk about the show. Our creative producer is claire meyerhoff, the line producer of tony martignetti non-profit radio and the owner of talking alternative broadcasting, his sam liebowitz. Our social media is by regina walton of organic social media. I am tony martignetti. The show is tony martignetti non-profit radio, and i hope you will be with me next friday, one to two p m eastern here at talking alternative dot com. Think think, think, think, think, think, think, think you’re listening to the talking alternate network duitz waiting to get into thinking. Good. Looking to meet mr or mrs right, but still haven’t found the one i want to make. Your current relationship at the filling is possible. Then. Please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time for action. Join me, larry shot a neo-sage tuesday nights nine to eleven easter for isaac tower radio in the ivory tower will discuss what’s important to you society, politics, business it’s provocative talk for the realist and the skeptic who want to know what’s. Really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me, larry. Sure you’re neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com e every time i was a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, mac, defy your brand exposure and enhance your current marketing. Their services include video production and editing, web design, graphic design, photography, social media management and now introducing mobile market. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. Wanna one media dot com? Talking. Hyre

The Basics of Charity Registration

"Registration desk sign" courtesy of NHS Confederation on Flickr.
I do a lot of speaking and writing to demystify the morass of state Charity Registration laws, and my blog deserves more attention on the subject. Here are a few basics.

What is Charity Registration. These are the requirements in every state, and D.C., that you register with state authorities before you solicit donations in the state. You either register, qualify for an exemption, don’t solicit there or roll the dice and take your chances.

What is a solicitation. Oh how I wish there was a simple answer. It depends upon the state when you’re talking about email or a “donate now” button on your website. But in every state these are solicitations: U.S. Mail; hosting events; buying advertising space; or having individual meetings, where a donation is requested, any part of which will be used for a charitable purpose.

What about raffles. It’s a solicitation if any part of the donation will be used for charitable purposes and the donation was requested using the methods above.

How do exemptions work. These, too, vary from state to state. Some states, like Arizona and Florida, have paltry exemptions. California and North Carolina, on the other hand, have a decent list of exemptions. Religious organizations are commonly exempt, and many people erroneously believe such nonprofits get an automatic exemption from state registration. Education and healthcare are also commonly exempted, as are small charities that raise less than a threshold set from state to state. In some states you apply for exemption and must be approved. In others, you can walk away if you conclude you’re exempt.

How do you register. My common refrain: it depends on the state. Generally, you fill out a comprehensive form (or a series of forms), add a bunch of documents like tax determination letter; by-laws; articles of incorporation; financial statement; list of board members; IRS form 990; and fundraiser contracts. And, pay a fee.

What about renewals. In most states, you renew annually. In a few, including Hawaii, New Mexico and Oregon, registration lasts indefinitely. In Georgia, it’s every two years.

If you want comprehensive info on the subject, take a look at my book, Charity Registration: State-by-State Guidelines for Compliance. If you want less than a book but more than a blog post, here’s a journal article I wrote.

If your nonprofit wants help with registrations, contact me. I do them.

If you only want the basics, follow me around. I’ll keep writing about it.

Nonprofit Radio for November 4, 2011: Assess Your Asking Style

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

My Guest:

Andrea Kihlstedt

Andrea Kihlstedt: Assess Your Asking Style

Andrea reveals what it means to be a Kindred Spirit or a Mission Controller, two of the four asking styles profiled at AskingMatters.com, which she co-founded.

  • How do you prepare for a solicitation based on your asking style?
  • How should different styles be paired together for an ask?
  • And what support do your volunteers need, based on their styles?

We’ll also talk about her book, “How to Raise $1 Million (or More!) in 10 Bite-Sized Steps.

Please take a moment to take the survey for this week’s show! Thanks!

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

Top Trends. Sound Advice. Lively Conversation.

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

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

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

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

Sign-up for show alerts!

“Like” the show’s Facebook page.

Don’t forget to subscribe to the show’s podcast on iTunes. Download and listen whenever and wherever you want.

Here is the link to the podcast: 066: A Conversation With Andrea Kihlstedt
View Full Transcript

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Dahna welcome to tony martignetti non-profit radio i’m your aptly named host. We’re always talking here about big non-profit ideas for the other ninety five percent. I sincerely hope you were with me last week for nine weeks and a wake up for essentials for your year end fund-raising that was mary allison principle of oneaccord, and she helped you out in the final stretch toward year end. We talked about segmenting and messaging, social media and other online strategies, direct mail and getting volunteers to pitch in everything that she suggested from last week could be executed quickly to get you the help you need before december thirty first and also was your mobile website, our tech contributor scott koegler, the editor of non-profit technology news. Of course, you know that broke down. Whether you need a mobile site, how to develop one and what to include to make yours spiffy and up to date this week. It’s assess your asking style. My guest is andrea kill, stead and she’s going to reveal what it means to be a rain maker or a go getter, which are two of the four asking styles profiled at asking matters dot com, which she co founded how do you prepare for a solicitation based on your asking style? How should different styles be paired together for an ask? What do you how do you support your volunteers and what do they need based on their asking styles? And we’ll also talk about one of her books how to raise one million dollars or more in ten bite-sized steps at roughly thirty two minutes after the hour on tony’s take two. I’m going to talk about the next-gen charity two thousand eleven conference my block post this week says that it will provoke your greatness. Talk about that that’s conferences on november seventeenth and eighteenth and also the results of my challenge from last week. Let’s help kelly for pete’s sake, that was a blogger post challenge. We’re live tweeting this week and we have a guest live tweeter in a dare oklahoma! Thank you very much for stepping in to lead the way on twitter, ian welcome use hashtag non-profit radio to join that conversation on twitter right now we have a couple of messages and after those, i’ll be joined by andrea kill stead we’re going to talk about assessing your asking. Style. And i hope you will stay with me. You’re listening to the talking alternative network. Dahna are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free concert station. That’s lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com all right, welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent with me now is andrea kill stead she’s, a consultant, writer and trainer in fund-raising she’s, the co founder of asking matters dot com and has written two books on fund-raising capital campaigns strategies that work was published by jones and bartlett and is now in its third edition. Her more recent book is how to raise one million dollars or more in ten bite-sized steps published by emerson and church. I’m very pleased that andres work brings it to the show and dry welcome. Thank you, tony it’s a pleasure to be here on go have you we’re talking about asking for gift? Why does someone’s asking style even matter? There is many styles as there are individuals, and when we get into the mode of saying there’s, one way to ask for a gift, we ing for sure increased people’s anxiety and we know that anxiety doesn’t help us help us function in the best way we might. So we came up with a system at asking matters, dividing people into four simple quadrants and encouraging them to ask in the in the style that fits the best, the best asks they’re the ones that authentic that are authentic. And if you ask in an authentic way, you’re likely to connection most effectively to your donor asking style system is set up to help people do that. Is there a psychological basis to the four different types of stuff that the four different styles? Well, i’m certainly not the first person to be talking about stiles myers briggs is the one most people know there’s the disc system of styles. There are a variety of other style systems. I think i’m the first person to take a the notion of styles and apply it to asking there are different between the four quadrants there to two different sets of measures wanted to explain those intuitive etcetera yes, the asking style system is set up on two simple access. If you draw a actually see there’s the technical term actually that’s right, draw a vertical axis on a piece of paper and i invite all of you to do this and at the top. You put down extra virgin at the bottom. You put down introvert. Most of us have some. Notion of which of those we are, so mark yourself as an extroverted and introvert. Then in the middle of that line, draw a horizontal axis line of aboutthe same length and on the right hand side, put down intuitive on on the left hand side, put down analytical that most of us have some sense of which of those we are. If you’re intuitive, you tend to come up with an idea and then see if the world backs you up. You tend to have a gut level about your ideas and big thoughts. If your analytical, you tend to look at the world that the details, and you see what ideas those details amount to collectively. So if you mark yourself on the on the vertical axis and on the horizontal axis, and then you dry drop box around the whole thing, it’ll give you four boxes and lo and behold, for stiles. Okay? And what are the four styles? So in the upper left hand quadrant, where you’re an extrovert and analytic your rainmaker to the right of that where your extra vert and intuitive you’re a go getter underneath go getters? You’re a kindred spirit and to the left of kindred spirit, those are people who are analytical and introvert, those air mission controllers. All right, now i took the asking matters survey, which takes its like, takes like two or three minutes, all right, thirty questions, true false questions, verse and very short on dh. I admit that i spent too long, i think, on some of them. I tried to follow the advice on the site, which says, give your first answer, where there were a couple that i that hung me up. So i’m i found out that i am equally kindred spirit and mission controller, but i was, i was aspiring to go get her. I wanted to be a go getter, so is there. Can you can you have two and aspire to a third? You are, i think everyone should aspire to go get her, okay. So what is the what is the meaning of? I guess i’ll be a little selfish and start with myself. What’s the meaning of ah, a kindred spirit. A solicitor. What does that mean for me? Yes. You know, the kindred spirits among us are the people who think of themselves least as solicitors, but tend to be very good at it because they hang back just a minute before they respond. Which gives the donor and opportunity to talk. And most of us know in the solicitation business, our primary errors that we talked too much. So the people who are who are introverts ten believe a little more air time, very effective and very successful. Way to solicit gift. So my mother was wrong. I don’t talk too much. You know, your mother may have talked too much to her, but i do. Woodstock. Listen, i hope she’s listening. I bet you’re not even listening. You’re not even listening to me saying that i listen, you believe the irony in that? Um okay. Well, that’s cool on dh there’s. Something good there’s. Good news for everybody, right? All four quadrants? Yes. Have have things that are our styles. That people can bring and are valuable to soliciting right that’s, right? I bring up the kindred spirit in particular. Because when we see people who hold back a little more a little more reticent, we tend to think that there they may not be the the sales people among us. But i think both kindred spirits and mission controllers can be fantastic solicitors at least as good as rainmakers and go getters. Okay, she’s bucking for the road. She’s bucking for more air time. But you have the whole hour you’re on. You’re not going anywhere. Okay, so then just a little, but we have a minute or so before break what’s. Ah, mission controller, which is my other one? Yes, a mission controller. I happen to be married to a mission controller, so i know that style particularly well, but it’s, not me. A full disclosure. And jay and i are not married. I know. That’s. True that’s. True. Eso mission controllers are the people who are so responsible. They do all of their homework. They like details. They were read the budget. They’ll want to know all of the numerical information about outcomes. The one on how much it costs, they will gather every piece of information before they go in, solicit a gift, they’ll make a careful plan, they might even write some out, and they will execute it the same way every time so you can count on them. If they say they’re going to do something, they’re likely to do it when they say they’re going to do it the way they say they say they’re going to do it. Fantastic people they have on your team. This is such an ego rush. I’m dying here, okay? We’re live tweeting in a dare in oklahoma city, you better not have tweeted that andre and i are not married. That is not a critical part of the show. You should not be tweeting stuff like that. So you’re doing it wrong if you treated that, i don’t know if you did. We are monitoring here, but i just haven’t taken a look yet on before we take a break. I want to share just some survey results from the from the pre show survey that was on my block. Question one do you consider personality type when assigning relationship managers to a prospect? So not? The ask yet. But just in assigning for relationship management, two thirds said yes, they do, and one third do not. We have some messages. When we come back, andrea kill states. They was with me, and i hope you all do, too, because you didn’t think that shooting getting, thinking, you’re listening to the talking alternate network, duitz get me thinking. It’s. Are you stuck in your business or career, trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, a conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic readings. Learn how to tune into your intuition, to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed and the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Metoo welcome back, we’re live tweeting the show, and if you want to join the conversation on twitter, use hashtag non-profit radio if you have a question that you want to submit for andrea, please please ask on twitter. You can also call where eight seven seven four aito for one two oh again eight, seven, seven, four aito for one two oh, either way, if you have a question for andrea, kill stead, we’re talking about assess your assessing your asking style and andrey, we’ve been through the two that i am the equal kindred spirit in mission controller what’s a rainmaker? Yes, a rainmaker. The people that we think of really is the quintessential sales sales people, these people tend to be competitive goal oriented. They’re the ones who are likely to take the highest, highest value prospects because they want to be sure to get to the goal they will respond to and be happy to hit, to work with and have challenged grants so that they can motivate a donor for the goal. So the people who perhaps are not the ones who were most keen on stories? No, but because they’re both extroverts and analytic, they’ll be very sensitive to the donor, the style of the person they’re talking to, while at the same time having their arms around all of the facts and the details of the case. The sound is valuable to a solicitation as the equal kindred spirit in mission control that i have any other bets. I’m sure that i’m sure the rainmakers are fine, but i don’t think they’re as good as thie combination, kindred spirit and mission controller on how about the one? I said? I aspired to the go getter? I wanted to be a go getter and i failed testing that respect? Yes, it’s not even a test of service. Really it’s an assessment assessment we came we spent a lot of time coming up with that word it’s an assessment it’s nothing more than that. It’s actually fun. It is fun and interesting and easy to take and nothing particularly deeper. Heavy but but worth worth doing, i think or so and so we hear from mother and i’ll just remind people that you’ll find that assessment at asking matters dot com that’s, right? So what does this guy know? What is the go getter? Well, i’m a go getter, we go getters are very good at big ideas. We have a lot of energy, we tend to pull people towards us with our energy and we can take big ideas and make them fairly simple. We like big ideas. We have much less tolerance for detail, and we’re not as good at closing a gift. For example, as a rainmaker would be aura’s a mission controller would be we like the possibilities, right? We like to say one of the possibilities rather than you know, how can we draw this to a close? And how can we get to the goal? So for us, helpful sometimes to pair us up with someone who’s a good closer? Excellent. We’re going talk about pairings to that, like a fine wine and a fine meal. We compare our asking styles. All right, so between the two of us, you and i have three, three covered. So if there’s anyone who knows that there are rainmaker or thinks that there are rainmaker based on what andrea the guy, the guidelines that andrew gave us earlier, why don’t you tweet and tell us that you think you’re a rainmaker and what? That what that brings the table when you are asking so let’s, talk about asking, then we have no one now if we know our style, preparing for the ask so how would different different styles prepare in different ways? Yes, so go getters, they’re going to want to prepare with simple bullet points, they’re not going to read over every annual report for the last five years. They’re not going to look at every detail of the budget they’re going to have simple goose bump inducing asking, ah points about the case and about what it is this organisation does and accomplishes probably from a big picture perspective now would they want to prepare those bullet points on their own? Or is that something that and we’re going to talk more detail later about the charity supporting its solicitors? But in terms of this, this type of person, would they want to prepare those those bullet points on their own or haven’t done for them? They’re always helped if someone can can sit with them and say, here are the bullet points i think about, but a go getter is going to be happy to talk about them, so if you’re if someone is a go getter and you can actually have a five minute conversation saying, what do you find exciting and moving about this organization? Get them to articulate it out loud that will work very well for a go getter. How about the other styles in terms of preparing for that for that important solicitation? Yes, if you’re working with a mission controller, i encourage you to send them a full package of information. Well, in advance of the time you want them to go out and ask for gifts, they will take the time to read it and take the time to master the material. They’re not going to want to go out from one minute to the next you want don’t want to ask him to mark today to go out tomorrow, you’re going to want to give them enough time to really prepare thoroughly it’s in their nature, to want to do that kindred spirits i would spend asked him to spend some time with you on sight, seeing the people you serve. These were people whose hearts are touched by watching the work in the field on they’ll learn from from watching. That’s, right? And they all convey that is exactly right. They too, are not particularly interested in huge amounts of information or detail. They’re interested in the stories that make their hearts warm and the last one we don’t talk about rainmaker. The rainmaker is the rainmakers combine these things they’re good at being charismatic in the same way go getters are, but they’re going to want to master the materials in the same way mission controllers do so give them time, give them information, make sure it’s all organized and systematized so they don’t get frustrated. One of the other survey questions i asked before the show was do you consider personality type when deciding who should ask for a gift? And almost ninety two percent said yes, they definitely do, and then the remainder no, so yes, and let me just say something that i think i think we underestimate the capacity of people who are not the obvious askar sze that’s, one of the neat things about this asking style assessment and and being able to look at each style from what they can do and what we work for them rather than saying some people can do this and some people can’t think that’s a mistake, we we underuse people that way, and we might also base that conclusion on what people say themselves. Oh, i can’t i can’t ask now, that’s different than i don’t want to ask. Yes, absolutely, absolutely. And i mean my own belief is that pretty much anybody can ask and ten can do a good job if you work with them in a way that will support them. So the value of the site is send them and buy them. I guess we’re talking about professional solicitors, right? Professional fund-raising as well as, of course, here’s boardmember staff members, development committee members, anyone who’s thinking about getting involved or being part of your development shop can and should take the assessment. In fact, you can a very interesting conversations with people comparing and contrasting asking styles, and that then gets them talking about asking, you know, it’s, an effective conversation have and fun and fun becomes going around a board room, board table or it doesn’t have to be only the board that’s that’s helping other majors, major donors may be soliciting as well. You know, i found that that there are a number of boardmember boards that have had all the board members take the aston style assessment, and then they have analyzed the board according to asking style, how many do we have? Mission controllers? How many do we have kindred spirits and then had a lively conversation to say, well, what does this do to shape our board and how it functions? Turns out to be pretty rich material and the other party to the solicitation that we haven’t talked about yet is the donor the donor prospect themselves? How would we ah, how would we assess should we figure it out on their on our own? Should we send them to the to the assessment? What do you what’s your life there? Yes, well, it’s always handy if you do know a donor style, of course, and the field we’ve talked some about trying to adapt our style to fit a donor style. I believe that mostly when we’re anxious which most of us are one we solicit, gifts were not very good at being adaptable and mostly we don’t know the donorsearch style, so i think we’re better off starting from a style in which were most comfortable and understanding very simple. This very simple style quadrant system helps us become a little more attuned to how the donor’s responding. So for example, if i’m a go getter and i’m giving big ideas and i see the donorsearch art to ask questions about details, it might dawn on me that he’s a different style than i am, and i might want to provide him with a different kind of information. Do you like to see people take time to try to figure out which style the donor is in advance, or is that really hard to figure out about about someone else? And, you know, there certainly are some donors that we know quite well, and then we could do some kind of an assessment to relating to that if we don’t know a donor well, it’s a pig in a poke, so we might as well go in with our style and have some try to have tried to have some awareness that there are people are donors who who respond differently. Andrea kill state is with me and she’s, the co founder of asking matters dot com we’re talking about assessing your asking style, how about supporting volunteers of the different types? So if someone is the the one that’s not represented between the two of us eyes a rainmaker, how would you? How would the charity support the rain making the rainmaker volunteer before solicitation? Yes, it’s a wonderful question i charity would support a rainmaker by me being sure they had all of the information to review beforehand and well in advance before hand that they know very clearly what the goal is and not only the goal, but even a stretch goal, the rainmakers, they’re going to want to be competitive and they’re going to want to go get to the goal exceeded and even blast through it. So you want to give them something that helps them understand what happens if we go over the goal? Where will that money go? How will we use it? You might want to encourage them to consider making their own gift into a challenge for the people that they’re talking to. Oh, interesting, okay, they’re going to respond to that and rainmakers also like to work in a team. Sometimes an organization in their annual fund, for example, can create teams and have a rainmaker lead a team of two or three solicitors have a little mini competition going between teams. Rainmakers are going to rise to that. Excellent. They love that challenge, you know. Okay, how about your style? The go getter? How would a charity help prepare that person? Yes, i talked to a go getter in advance. Find out what lights that go, get her up and help them talk about it and articulated to other people. If they start practicing their own words, they’ll be set to go. I would not give those people six or eight or even five prospects at a time because they’re not as good organizing, organizing their information as others are, give them one or two, they’ll do it when the mood strikes them and then give them a couple more. So pierre so dull prospects out a little more careful, like the year go getters. One of the survey questions i ask before the show is who is responsible for supporting your volunteer solicitors, which is what we’re talking about now supporting the different asking styles and sort of a mixed bag of about fifty percent said no one person has the responsibility? Actually, that was, um so there’s about sixty percent. Um, and then about twenty five percent said that the only fundraiser in the shop is responsible for that. And another group about the same because people could pick more than one select one choice said i’d better listen to the show because we don’t use volunteers solicitors that was about twenty five percent. You could have a whole show on that. We have, we have witnesses that they should be listened t should listen to the last show. So when we months ago, we talked about firing up your board fund-raising with gail perry who you? Yes, and that goes back some time. But wait, we have covered that so so that the volunteers let me just say that, that that of course, they asked the styles applies equally to two staff, as it does to volunteers on, and i think it’s, i’ve i’ve seen development offices that have had very good and lively, effective conversations, having staff members take the asthma style assessment and talking about how they would then support one another or what kinds of information they needed to be effective solicitors. So this while i think it’s a great thing to use with volunteers. I encourage hill development chops to use it is yeah, yeah, the professionals, of course, yes. Do you have a story that in your own experience as where you really felt that knowing that you’re a go getter helped you in doesn’t have to necessarily be a solicitation, but helped you in some situation? Yes, in a number of ways, as a go getter, i always like to get someone who will support me and the things that i don’t do so well, so i know that i love thinking outside the box. I know that i that i don’t like to be like to tie things down, so if i can have someone come with me and actually tie down and ask, sort of kick me under the table and i’m still blue skying about all the exciting things weaken d’oh, it’s very helpful then, then i just can’t take that. Q. I think i can quiet down a little and have someone else take and bring the gift home very, very effective for me. I ran for many years a concert siri’s and raised all of the money for it actually tickets were free and because it was easier for me to raise money than it was to sell tickets, and when i found was that i couldn’t, i could get people excited about this concert siri’s very easily was harder for me to actually tied down a dollar amount, so i did get some other people to help me with that who were of cover and restart time and complimentary stoploss exactly we’re gonna have some time to talk about those pairings. Those fine pairing let’s see, before we take a break, i’d like to see what the kindred spirit and the mission controller would would. How charity would support those those two styles for for a solicitation, yes, so kindred spirit, you know, one of the ways to support a volunteer or a staff member is to pair them with is to give them prospects that are going to work best for them. Kindred spirits tend to be a little on the shy side. You’re talking about me now because i’m talking about you. They’re fantastically heartfelt people, but it’s a little harder for them to have people say no to them. Oh, that’s definitely rejections the rejections a little tougher than it is for me for example, someone says no to me, i’m just off on the next big idea can’t stand for any spirits. Having someone say no is hard, so my advice about kindred spirits is give them prospects who were going to say yes, actually quite simple to do that right? Don’t send them to the people who are going to say no, why put them in that position? You don’t have to send people out everyone out on our art gall send to go getter, send a rainmaker out on a heart out on a hard call don’t send the kindred spirit, and if they know they’re going to be going to talk to someone who is likely to say yes, it’s going to make them much happier to do it. So you get a whole group of people who were going to be willing this illicit gifts for you because who doesn’t like success? I just even had the most recent experience of that. Five minutes before the show, i went to the bakery that’s a few doors away, and i asked for whether there was still banana bread and she said no, you felt that i took it personal, they were out of them. They were out of the banana bread. I mean, that’s that’s in a president affront to me. Right? So find out what they have before. You can look in the case first, and then i’ll ask that just to get a yes so shallow just to get the yes, i’ll ask now, theo oh, shallow no, i’ve never been secret about that. I’m definitely shallow, shallow. I just made the little shine. Okay, i met shallow have always been shelling do not tweet that tony is shallow. You dare i’ll shut! I’ll shut you off in oklahoma city if you tweet that, put that ok before, but i was just in a minute before break and we didn’t talk about preparing the mission controller. The mission for soliciting. Yes, information, information information well in advance. Let me know exactly what you’re going to want from them and tell them exactly what they need to master. If they’re going to do a good job, then you can send them to almost anybody. But you might want to think to pair them with someone who’s a little more. Sparky. Right, much as i love mission controllers, and as i said, i’m married to one. They can be a little boring, so you have to be careful, right that you provide a little bit of spark, either by helping them find the language that will add a little sparkle, or by pairing them with someone else who will. I may be the aptly named host of this show, but i’m also shy and boring and on by self admission, shallow. So you’re listening to a shallow charlie boring. No don’t know thiss around. No, no, no it’s, not terrible at all. It’s fun, but what the pairing is important. It sze, great introspection. We’re going to take a break, a few messages, and when we return, it’s, time for tony’s, take too shallow onboarding on dh. Then, of course, andreas stays with me for the rest of the hour, and i hope you do, too. You’re listening to the talking alternative network. Kayman are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back, it’s time now for tony’s, take two at roughly thirty two minutes after the hour. My block post this week is next-gen charity will provoke your greatness. I would love to see you come to the next-gen charity conference, which is on november seventeenth and eighteenth here in new york city two weeks ago, i had the conference co founder jonah helper on this show that was the october twenty first show they are bringing in speakers the likes of craig newmark, the founder of craigslist, sharing his insights for for non-profits my show is a media sponsor, that means i’ll be backstage interviewing speakers as they as they come off stage for later replay on the show. But if you want to go to the conference and see all the speakers because i won’t be able to interview them all, you can save three hundred dollars off the six hundred fifty dollars registration fee using discount code tony radio you can see out on my block at m p g a d v dot com or you can go to next-gen charity dot com and use that discount code tony radio to save three hundred dollars, and i want to send a shout and the thanks. Last week’s block post was let’s help kelly for pete’s sake. A solo fundraiser named kelly asked a question in a linked in group and it was a very good question. Very simple question, but none of the forty five thousand members of that group had an answer. And it would be indiscreet of me to say the name of the group maja link. So it was a very common question. She asked the small. She came from a small shop and she asked, basically, how should i spend my time? And none of the forty five thousand people in motion link had an answer for her, so i blogged about it and about a dozen people little more than a dozen people stepped up and i want to thank you very much for doing that. The post is called let’s help kelly for pete’s sake. You can see the dozen people who commented and there’s also a very heartfelt and thoughtful thanks from kelly thanking everybody for their suggestions. And i thank you also for stepping up and helping kelly and the tens of thousands of small shop fundraisers just like her, that is tony’s. Take two for friday, november fourth. And we’re continuing, of course, to talk about assessing your asking style with andrea kill stead, the cofounder of asking matters. Dot com andrea. Okay, so now i was joking a little about, you know, being boring and shy. And then i added shallow, but but these are not just in case anybody doesn’t get my sense of humor. These air not negative lessons that were supposed to be taking from from what are asking style is is that right, andrea? I’m giving you a chance. Andrea. Thank you. Recover. Yes, i recover. I was i was saying to tony during during the break that i that i really think that the power of the asking stiles is that it puts in a very positive way how each of these four styles can be effective and are effective. So so i think, it’s important that we understand that that mission controllers are fantastic because there’s so responsible they really gather the information. They have it for people. They share it with donors there. They fantastic, for example, for foundation or corporate donors that want all of the detailed information. And material right? You can’t get better solicitors than that kindred spirits because they’re so heartfelt because they really care about what they’re asking for, and if they do it authentically take you know you don’t get better solicitors than that either each of these styles has something powerful to offer, and i just want to make sure that that your humor doesn’t let doesn’t make people think that any of the styles has something wrong with him. The whole purpose of this is to say, we have a much broader group of people who can effectively solicit gif ts and if we engage them in doing that, if we get out the door more, if we get out and ask more, we will yes raise more money. That’s where the rubber meets the road is our our ability or inability to get out and asked people fit for gift face-to-face and the asking style system is just a system to help us do more of that. You know, i feel very strongly my co founder and asking matters, brian saber and i both feel very strongly that that’s the limiter for most of us and most organizations and s in raising money that we don’t get ourselves out the door and asking if you’ve done any capital campaign work ever, you know that that’s why capital campaigns raise much more money because they get people out the door to ask, so look at the askanase thou assessment from that perspective, it’s a motivator to help people understand the way the toe ask that will suit them best, and to help staff members look at people in that light and get them to get out their support them properly. And it’s fun and it’s fun. It’s just a couple minutes i said, i did it myself. Of course it is fun. How about in pairings? We’ve mentioned that we’ve we’ve touched on this, but we haven’t actually talked about pairing solicitors based on their asking. Stiles what? What are the combinations that work well or don’t work well, yes, yes. So if you look at the little box that you might have drawn at your desk earlier, as i was describing the two axes, the pairing works best diagonally. So if you combine a go getter and mission controller, for example, then you have all four quadrants covered all four. All for access points covered. If you pair a rainmaker and a kindred spirit, you have all four access points covered. Now i should say that that that it is my belief that the people people work together most easily in in quadrants that air next to one another. They tend to get married for took in quadrants that air diagonally across from one another. And and i think actually it tends to sometimes you can even pair a pair a donor and someone who is who is diagonally opposed to them, because one will sparked the other. So, for example, a go getter will light may light up a mission controller as long as you have someone to bring the additional material. And the other padron works that way as well. You have a whole revenue stream here. Matchmaking, matchmaking t this should be turned into a metric. We have a show on kruckel turn of about matchmaking we should be so you said you married people tend to marry diagonally. Agonal? Yes, yes, but but but they tend to work most easily when they’re when they’re in the jason and adjacent quadrants. My belief is that the more you talk about the different styles and the more you come to appreciate and understand the styles of your co workers or yours spouse or your partner, the easier it is for us to get together and appreciate the qualities of the contrary. Styles raise more money. Find your life partner that’s what i’m asking that’s, right? Yes, i have a whole another career ahead of me. And you said that people work work well together when they’re paired next to sit next to you. Is that risk? That’s? Right? That’s, right. Working meeting in the office? Yes. People who are intuitive, for example, tend to find it easier to deal with one another. Then they do with someone who’s always act, asking them for the facts, the facts, the facts just the fax, ma’am, right? Those of us who are intuitive tend to get frustrated with that. Those people who are fact space tend to get frustrated with those of us who are good at generating ideas. So if we can again raise that up, raise that conflict up, sort of begin to understand that both are important and that we both bring something valuable to the table. We’ll be able to get along a little more better a little more better. We’ll be able get along a little better. So does this then have implications for the prospect assignment process in deciding not not was goingto prepare first of station but who’s going to be the primary relationship manager for a proper yes, yes, i think it actually does. I think once you get to know a prospect fairly well, it makes some sense to assign someone of us of a similar style to make sure that that prospect gets the information they need in the way in which they take it in most easily. So i think i think yes, as we get to know our prospects, we should have something that indicates in their file what we think they’re style is in fact, i’ve often thought that some of the donor software, if i get if i get sophisticated enough about this business would be nice is some of the donor software programs provided an opportunity to put asking styles and donor styles in that in that material? We don’t have it yet, but it would be a good thing to do. Is it possible, teo? Figure out for someone like me who has to style that came out equally whether one is dominant over the other or no. Yes, i’m glad you raised that when someone takes the asking style assessment online, some people get back a primary and a secondary style some people get back. Equivalence is what happens behind the scenes for that assessment is that we get four numerical scores and the results are based on the numerical scores, so sometimes people come out equal in two scores, as you have mostly we come out with a primary score in a secondary score, and in fact, all of us have a little of each of those styles in us, right? Very few of us or one or the other, though occasionally some of us are are stronger, you know, and have more flip, more fluid ity than than others do. I think on thee asking matters website, you can actually see there were see the write ups of all four styles and somebody could even come to the website and just play with putting different answers in and see what? See what comes up. You could try to be a rain maker. If you want to be a go getter, tony, you can actually plug in all the answers that you think would lead you there and you’ll probably get a go getter. Go get her profile back. Okay? And i answered honestly, the first that’s, right? And i encourage people to do that. But people could also play with it a little something with that, um, and let’s talk about making the case for giving or, you know, yes. Whether i mean, charities typically have a case statement or something, but but in terms of how different style person is goingto make the case to that prospect, how does that very yes. You see, i found that very interesting, really. In organizations, we tend to want to make a case or have an elevator pitch. My belief is that when out of different styles, we think about it differently, we do it differently. We communicate differently. So i think it works wonderfully, actually, to have everybody in a group take, they ask, is that assessment? And then do is cem exercise is getting people to say, well, how would you make how what would your elevator speech sound like? Right in? A room have the mission controllers come up with their elevator speech? Have the rainmakers come up with their elevator speech? They’re going to do it quite differently, right? Mission controller is going to start with details and with outcomes the go getters going to start with, you know, if we do, if we work on this problem, we will change the world in that way, right? Where mission control is not going to think that way. They’re going to think from a detail up to a big picture the people who are into it, if we’re going to think from a big picture down to the detail. So i think these air one it’s wonderful opportunities for exercises to help people come up with thie elevator speech, the case for your organization that comes out of someone most naturally, most comfortably, that sets them up for going and talking to a donor in a way that’s going to feel right to them that leads me to think about then, finally, on this subject, the pairing of solicitors should they repaired in good work teams so that they’re in the quadrants that are next to each other? Is that yes. I would probably pair solicitors diagonally, and in doing that, my one, my one worry always about having two or more people. So is it a gift is that we tend to work on what we’re going to say, so we tend to take all of the air time. If you have two people soliciting a gift, i encourage you to send two people by all means pear diagonally if you can, across the asking styles. But be sure that you leave enough opportunity for questions to get the donor talking, rather than just having the solicitor phil all the time. We have some messages to share with you, and then after that break, andre will stay with me, and we’re gonna have a chance to talk about her most recent book, which is how to raise one million dollars or more in ten bite-sized steps. And i hope you’ll stay with us talking alternative radio twenty four hours a day. Hi, i’m carol ward from the body mind wellness program. Listen to my show for ideas and information to help you live a healthier life in body, mind and spirit, you’ll hear from terrific guests who are experts in the areas of health, wellness and creativity. So join me every thursday at eleven a, m eastern standard time on talking alternative dot com professionals serving community. This is tony martignetti aptly named host of tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio fridays one to two eastern on talking alternative broadcasting are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication. And the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office need better leadership? Customer service sales or maybe better writing are speaking skills? Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classics or get your human resource is in touch with us. The website is improving communications, dot com that’s improving communications, dot com improve your professional environment. Be more effective, be happier. And make more money. Improving communications. That’s. The answer. Talking all calm. Lively conversation. Top trends, sound advice, that’s. Tony martignetti, yeah, that’s. Tony martignetti non-profit radio. And i’m travis frazier from united way of new york city, and i’m michelle walls from the us fund for unicef. Durney welcome back, andrea, kill stead and i are talking about assessing your asking style, and i want to make it clear that in order to do that, to assess your asking style, you go to asking matters dot com and it’s it’s all free and available to everyone as a resource to figure out what style you are. We’ll have a chance now to talk about andrea’s second book um, how to raise one million dollars or more in ten bite-sized steps now, this is a smaller version, a condensed version of your first book, right? Yes, or at least it’s, a story’s based version, if you if you will. I was a capital campaign consultant for a great many years and wrote a fairly good sized book on capital campaign fund-raising this is a a ten chapter little chapter book that tells stories about campaigns that that makes clear some of the primary lessons that we need to know if we’re going to raise major gift money. And is your message in using stories that charity that charities should be telling stories themselves in their fund-raising, you know, charity certainly should be telling stories themselves, but if they wanted to have a book like this to give to their board, for example, they’re doing some major fund-raising and want every boardmember teo teo, learn a little more about how to raise money through major gif ts this would be the kind of kind of book you could. You could do that with it’s, a quick read it’s, about forty five fifty minute reed it’s engaging because it tells tales, interesting stories about real people who raised really money and, you know, had various interesting things happen to them through campaigns, but do you like to see charities using their own story? I did, and they’re fund-raising absolutely, yes. I like to see people using stories all over the place we all know there much more interesting than mohr, dry factual information, graphs and charts. A good story has delicate mission controllers like grass and charts, i have to say, but but they like stories, too. Early on in the book you you recommend you actually say it’s pretty important to approach different people in different ways regarding the exact same funding opportunities. How do we do that? Yes, i think that’s a chapter on goose bumps if i the idea really is that we wanted twice in one show, you said the word goose princessa combination ation. I’ve never i’ve been doing this for a year and a half. I don’t think we’ve ever used with everest twice in one show it now it’s overdone. Now, it’s, i won’t mention it again, but but i have to say, if you do have a visceral response, something moves you, then you’re more much more likely to respond to it generously. Now how we’re going to figure out how somebody is going to respond. How sorry, how different people are going to respond to the exact same funding. Yes, there’s a very simple answer to that, and that has asked them. You know what? We’ll find nothing like asking people what in their life overlaps with what you’re doing. Why might they be interested in in the cause of your organization? Does something in their history to something in their current interest, this does something connect with him and you’ll find many, many people have different ways of thinking about her looking at things. So, for example, the story that i use in the in the book is a story of a science center. Yeah, the lancaster, pennsylvania, and the person who founded the center had had some personal experience with dyslexia, and he’d like to hands on on learning because that’s, the way he learned best when he talked to the person who was in the foundation who was controlled sameh germany in the foundation, that person couldn’t care less about dyslexia. That person was interested in bringing tourists to lancaster, pennsylvania. He had a serious interest in doing that. So when when when the founder, jim, started talking about tourism and about how many people would come in the door and what would happen to the downtown if they had an organization like that and down down all of a sudden he found a different kind of response. So of course we need to understand the breadth of responses that we can get for our projects, not just the ones that happened to appeal to. Us. Sometimes we forget how broadly something can can have. Tentacles can have reach your your advice is different than ah, a variation of yeah, of other advice that guests have given, which is you’re saying toe ask the person what? What in your life overlaps with our work. And what i’ve heard in the past is asking, what about our work moves you those are different. Yes, they are different, i think exploring the overlap between the person’s life outside the charity that sir and the charities that’s, right? See, i think my belief is that we spend much too much time talking about our charity and much too little time exploring what turns on a donor, whether it’s, a foundation donor and individual. So i think we need to shift the balance of that right. Instead of spending seventy percent of the time talking telling about us, i think we need to spend at least sixty percent of the time asking about them and there’s that listening and there’s. That listening listener, yes. And listening is tremendously powerful. I recently was talking to someone who solicits gif ts for hot for a hospital. She said, you know, i have a problem with doctors? I have thirty minutes to go in solicited doctor and i spend thirty minutes talking to the doctor and i don’t have really have time to get to get to my pitch. My advice to her was don’t make your pitch spend spend the first fifteen minutes asking the doctor what he’s interested in, and you know what? He’ll end up giving you sixty minutes instead of thirty minutes because you’re interested in him. So let’s begin with a serious interest, a curiosity about our donors, then we can turn translate that into where, where the intersections are in interests between them and our organization, and that is actually very consistent with advice that other guests have given listening, giving, giving time for the donor to speak and for us to be actively listening to right what they’re saying, i think curiosity really is what is what makes us all good at this business? Okay, excellent, which actually leads to something that i saw lana twitter fundchat last month you and i were both on ah a twitter twitter chat called fundchat and you can follow it using hashtag fundchat and someone posted that in preparing for on and ask if they want to put on their game face and you suggested no. Rather why don’t you wear that? You prefer that you prefer to be vulnerable and be curious about the prospect? Yes, well, i find i find that that if someone is genuinely curious about me, i am much more available to them. And i imagine you would find the same thing that if someone really wants to know who you are, what interests you, how we might connect, they’re likely then they start moving towards you as opposed to giving them a wall. What i think of is a wall of words if i tell them about me and make them find the intersection, they’re much less likely to really to really listen and be willing to be vulnerable. That’s, right? And for anyone who’s interested invulnerability? Check out brain a browns ted talk b r e n e brown. She has a fantastic she’s, a researcher on vulnerability. Fantastic ted talk, andrea kill state is a consultant, writer and trainer and fund-raising the cofounder of asking matters dot com, where you can take the assessment and figure out what you’re asking. Style is, and she has written two books on fund-raising andrea, thank you very much for being a guest. Thank you, tony it’s a pleasure to be with you today. Thank you, it’s my pleasure as well. Next week, rachel emma silverman, reporter for the wall street journal and she writes for the journal’s, blogged the juggle, how can you balance work and life in today’s environment? I’m going to talk about that with rachel emma silverman next week with the two of those things work and personal life competing for your time. Also, maria semple are regular prospect research contributor she going to talk about a new linked in feature next week? The volunteer section it has research potential and gives you greater exposure on the on that popular site, and they also have joe ferraro. Next week, the association of fund-raising professionals, westchester county chapter in new york he’s going to talk about their national philanthropy day coming up, keep up with what’s coming up! Sign up for our insider email alerts on the facebook page when i get my banana bread, i’m gonna post that to the facebook page. You’re gonna want to know about that how? Can you live without knowing that especially leading into the weekend? Did you like today’s show, please click the like button, become a fan of the show. Of course you find us at facebook dot com and then the name of this show you listen live or archive you’ve been listening live archive! Find us on art on itunes and you’ll find our itunes paige. If you go to non-profit radio dot net on twitter, you can follow me. The show’s hashtag is non-profit radio used that often our creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting his sam liebowitz. Our social media is by regina walton of organic social media, but today’s live tweeting was by ian, a dare in thank you very much for filling in doing that, i’m tony martignetti this is tony martignetti non-profit radio. We’re always talking about big non-profit ideas for the other ninety five percent. I’ll be doing that next friday from one to two eastern right here, a talking alternative dot com and i hope you will be with me. What? Find anything zaptitude ing good ending things. You’re listening to the talking alternate network e-giving. Looking to meet mr or mrs right, but still haven’t found the one i want to make your current relationship as filling as possible. Then please tune in on mondays at ten am for love in the morning with marnie allison as a professional matchmaker, i’ve seen it all. Tune in as we discuss dating, relationships and more. Start your week off, right with love in the morning with marnie gal ilsen on talking alternative dot com oppcoll. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over in tow. No more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for isaac tower radio booth tower will discuss what’s important to you society politics, business fam it’s, provocative talk for the realist and the skeptic who want to go what’s really going on? What does it mean? What can be done about it? So gain special access to the ivory tower. Listen to me. Very sharp. Your neo-sage tuesday nights nine to eleven new york time go to ivory tower radio dot com for details. That’s ivory tower radio dot com everytime was a great place to visit for both entertainment and education listening tuesday nights nine to eleven it will make you smarter. Do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors. Magnify your brand exposure and enhance your current marketing efforts. Their services include video production and editing, web design, graphic design, photography, social media management and now introducing mobile market. Their motto is. We do whatever it takes to make our clients happy. Contact them today. Admission. One one media. Dot com. Talking.

NextGen:Charity 2011 Will Provoke Your Greatness

It’s the coolest, smartest, most efficient conference in nonprofit fundraising and management.

You’ll get inspired by the likes of Craig Newmark (you’ve heard of Craigslist and, his newest, CraigConnects?); Peter Diamandis (X Prize Foundation); Dave Levin (KIPP Foundation); and Abby Falik (Global Citizen Year) as they and a dozen other innovators move you and challenge you.

You don’t have to choose who to be inspired by. You sit in the theater at TriBeCa Performing Arts Center in New York City as the speakers come across the stage to share their twelve to eighteen minute stories and provoke your greatness.

The conference is November 17 and 18. The first day is what I described. Day two is the UnConference. I interviewed NextGen co-founder Jonah Halper on my show. At the bottom of this blog post is a link to that interview.

Because you read my blog, you can get $300 off the $650 registration fee. Here is a link to use the discount code for my show: “TonyRadio.”

My radio show is a media sponsor of the conference. I’ll be backstage interviewing the speakers, so you probably won’t see me.

But you’ll want to be there.

Nonprofit Radio for October 28, 2011: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising & Your Mobile Website

Big Nonprofit Ideas for the Other 95%

You can subscribe on iTunes and listen anytime, anyplace on the device of your choice.

My Guests:

Mary Allison
Mary Allison: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising

Mary Allison, principal with One Accord, helps you out in the final stretch toward year end. We’ll talk about segmenting and messaging; social media and other online strategies; direct mail; and getting volunteers to pitch in. Her ideas can be executed quickly to get you the help you need before December 31.

 

Scott Koegler
Scott Koegler: Your Mobile Website

Our tech contributor, Scott Koegler, the editor of Nonprofit Technology News, breaks down whether you need a mobile site; how to develop one; and what to include to make yours spiffy and sophisticated.

 

Top Trends. Sound Advice. Lively Conversation.

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

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

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

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

Sign-up for show alerts!

“Like” the show’s Facebook page.

Don’t forget to subscribe to the show’s podcast on iTunes. Download and listen whenever and wherever you want.

Here is a link to the podcast: 065: Nine Weeks & A Wake Up: 4 Essentials For Year-End Fundraising & Your Mobile Website
View Full Transcript

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Welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent i’m your aptly named host last week, and i hope you were with me. It was so you want to be a consultant. Hank goldstein, author of so you want to be a consultant and a partner at the orem group, offered insight into the ups and downs the ins and outs of consulting to non-profits when should you start thinking about consulting? What personality type does it take? And how much should you charge? Also, last week next-gen charity two thousand eleven conference co founder jonah helper was with me to talk about this year’s conference on november seventeenth and eighteenth in new york city on a reminder that my show is a media sponsor of next-gen charity will be there doing interviews of speakers in mid november this week. Nine weeks and a wake up four essentials for year end fund-raising mary allison, principal with oneaccord helps you out in the final stretch toward year end, she and i will talk about segmenting and messaging, social media and other online strategies, direct mail and getting volunteers to pitch in all her ideas could be executed quickly to get you the help you need before december thirty first and our regular tech contributor, scott koegler, will be with me. The editor of non-profit technology news. He and i are going to talk about your mobile website. Do you need one? Should you have one? How do you develop one? And what should you include to make yours spiffy and sophisticated between the guests? Tony’s take to my block post this week. Let’s help kelly for pete’s sake. I’m using my blogged this week to answer a common question. Asked by small shop fundraisers, we’re live tweeting the show this week. Use hashtag non-profit radio to join the conversation with us on twitter. Right now, we take a break, and after the break, i’ll be joined by mary allison nine weeks and wake up four essentials for year end fund-raising so stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police crawl are said to want to nine, six four three five zero two for a free consultation. That’s lawrence h bloom two one two, nine, six, four, three five zero two. We make people happy. Hey, are you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Welcome back to the show. I’m joined now by mary allison. Mary is a partner with oneaccord she has over twenty five years of senior executive leadership and organizational development experience in the non profit and corporate sectors she’s with us from washington state, and i’m very pleased that her expertise on year end fund-raising brings her to the show. Mary allison, welcome pleasure to have you thank you for joining us from washington state. You bad? Glad to be here. So mary want to think about things that people can do in the next nine weeks and a day before december thirty first, but even though there is a short time left, they still shouldn’t be putting out the same message to everybody. Is that right? Natural that’s, right? Absolutely. You need to tailor a plan of engagement for each of your segments that you’re that you’re talking with and what what are those different segments? How should you look at your constituents? Well, it’s important to know that one size does not fit all. So when you’re talking about your segments, you’re looking really to engage the prospects for the first time givers, those given events, those that are major donors and so on. Each each non-profit has its own database, and they need to be really looking intentionally with who’s in there and how to reach those people at this year in time, because we know that the dear friend letters just don’t do well, that’s, exactly right there, really? Five key to success in the urine strategy. Each of your segment seemed to taylor. You’re looking your materials. Taylor. Your message, taylor. The invitation to give and absolutely taylor the follow-up. You know you need to be thinking about how your donor as well as need be thinking about tailoring the timing, be conscious of the calendar and be intentional with your activity as it relates to that calendar. All right, let’s, look at the different segments in this first we’re going to looking at four essentials, you’re just naming five things that go along with the segmenting and the messaging to those segments, but so just not to confuse people were going to be talking about four essentials. Excuse me overall for your end fund-raising the prospects you mentioned first prospects what? Uh, let’s see? Well, let’s, identify that for people. What do you mean by prospects? First? Those air people that have some interests or alignment with your mission is often that you’ve perhaps purchase a list from a list provider and that you know that they have some affinity to the work that you want to do, and you want to invite them to get to know you better and those for those folks. You want to have a really well prepared case of why baizman teo engage with your organization? Why it makes sense in their life. So it’s really a get to know you and in a welcoming inn and would you approach them with this message? Bye u s mail or e mail? Or or how? Yeah, that’s a great question, tony, in this day and age there’s so many ways to connect every constituency are as using all of the ways of social media and snail mail in different ways, and you’ve really got to be aware of how people want to engage. And right now, many of your long time of donors are givers have been really been using male in the lodge launch fashion, but the female is also really becoming very, very important for our younger givers, and we need to be able teo, meet them where they are and invite them in. But so what are we going to do with this? This pool of prospects as we go down the spectrum from prospects and first time givers and event givers, etcetera, but for the prospects, how do we know how they want to be engaged? They’re just prospects. Well, that’s, your list providers could help you with that knowing where these folks are wanting to be met and there’s also, you know, multiple studies out there right now, you’ve really got to be hitting your creating your public awareness on the motor on many, many levels right now, you’ve really got to the had the capacity to show up where where your donors are are also been engaging, and that means being on the email means being in social media, having a facebook page utilizing your length in it is a lot of work, but it really has to happen because that’s, where we’re all using multiple channels to do our research tto learn about organizations in to determine if we want to engage, all right, and we know that your print and your online should be consistent. We’re going to talk about that shortly when we after we talked about the different segments of constituents, but you mentioned that for approaching prospects need to have your case. Does that mean you have to have ah, four color printed piece that lines that outlines? Why someone who’s a prospect should become a donor? Well, you absolutely have to have meaning. You need to be able to relate to tell. Tell your story in a way, and depending on the organization again, you need to tailor that message as it makes. Sense to who your organization is now, their organizations out there that are very large not-for-profits that absolutely conduce very big and showy pieces, but there are so many other small not-for-profits doing great work where a big showpiece does not make sense to their mission or to their budget still need to do an intentional piece that speaks from the heart, and that really showcases the investment. The return on the investment that donor will make to the mission of that organization and that could be a single letter was just a wonderful picture of either the population that you’re serving or whatever your mission is, but it needs to be warm and inviting and appropriate, and we always want to keep in mind that the audience for for this show is small and midsize non-profit so i appreciate the advice for what small shops khun do and how just a heartfelt message can be very, very meaningful does this doesn’t have to be a four color, you know, blow out brochure, absolutely, and infirmity not-for-profits their donors would be questioning why, where they would have such a showy piece if they are really working from a mission based. Very small financial base. They’re going. They’re going to want to see that. That there, that the enough for-profit are using those dollars appropriately, making sense in trimming costs, wherever they can marry. We’re going to take a break, and when, when we returned, you and i will keep talking about these different prospect pools, our constituent pools, i should say, different constituent pools and the messages to each one, and then we’ll carry on, talk about other ideas for nine weeks and wake up four essentials for year end. Fund-raising i know mary will stay with me, and i hope you will, too e-giving intending to do getting ding, ding, ding, ding, you’re listening to the talking alternate network, you e-giving xero you could are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Hi, this is psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative dot com mondays at eleven a. M call in for a free psychic reading learned how to tune into your intuition to feel better and to create your optimum life. I’m here to guide you and to assist you in creating life that you deserve. Listen. Every monday at eleven a, m on talking alternative dot com. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics. Politically expressed buy-in, montgomery, taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. If you have big ideas and an average budget, tune into the way above average. Tony martin. Any non-profit radio ideo. I’m jonah helper from next-gen charity. Dahna welcome back, it’s nine weeks and wake up until december thirty first. So my guest, mary allison and i are talking about four essentials for your year end fund-raising mary let’s, talk a little more about some of these different constituent cools. You mentioned the first time donors, people who have given just once what what should your year end message be to that group? Well, you know, tony, to any of these groups, there needs to be a strong message of appreciation, so you need to make sure that through any correspondence that you have that you recognize that these donors have some interest in your organization, you appreciate that interest for all those that have already given your first time givers, your event givers, your major donors make sure you have an important message embedded in the in the appeal that lets them know how much you appreciate what they’ve done for you in the past and what’s your goal for those first time donors that the one time donors, well, you’re really looking for them to either step up the amount that they’ve given in the past or to really consider becoming a more annual giver, perhaps. You could set up a re occurring opportunity where they make a commitment to provide twenty five dollars a month every month of the year their opportunities like that, what you’re looking for, those donors to really have ah, an ongoing relationship with you that shows up ideally monthly and at least at least more than once a year and let’s say now for these one time donors that you do have an email address because hopefully you’ve you’ve acquired that when when they made their first gift, so should you approach them by email and also by u s mail, you know, for those that have the capacity to ask their donors how they would like to be met. That’s the best way to go ask them what how they would most like to hear from you that and if you don’t have that opportunity or they don’t engage in that way, you need to really be aware of what your mailing both snail mail, if you will and email and then track and see how the how the a donor responds to you, they’ll give you their own tips by their having a check show up in the mail by getting online and perhaps uh, uh, putting making a donation online or perhaps even calling in and and offering up a credit card number there. But you really need to look at those hands that they’re giving you and then come back in the make a conscious decision on how you want to proceed with engagement. How about the people who already our monthly donors, what should your message be to them that they’re already giving very regularly? Yes. And in this day and age, what, you really want to do it again? Offer them the case for support. Let them know how, how meaningful their donut donations have been and how that helped the mission and the work that’s being done and asked him if they can perhaps make it a little bit more this year. Are this time around? If they gave twenty five dollars a month last year, maybe they could step up to fifty dollars, this year. But you need to ask them and let them know again how meaningful those donations are to the important work of the mission. All right. And i suppose the people who are your occasional donors, i guess. You want to make them or try to get them to be regular donors. That’s. Exactly. Right. Hopefully that you could move them to that monthly donor group. And then the last one, major donors, people who are already giving. You know, however, your organization defines major for small and midsize shops that maybe five hundred dollars a year over a thousand dollars a year. If people are already giving at that level, what should your year end message be? Well, again, you need thio show your appreciation for them. Let them know that their investment when your organization has been some great great work. And again, you just you did you have to ask it’s taken to step it up a little bit more and so that you could do even more important work and what’s important there, though, tony, is that you need to have that relationship with that major donor all year. So you really need to be able teo offer them the relationship if you will recapture it for them. Let them know how you how you’ve appreciated them throughout the year and ask them if they can continue and prepped. Step it up a little. Bit more this year for the important work. So if people feel that they have not had a good relationship through the year with their major donors, then that sounds like something too set a cz a priority for two thousand twelve and get a really great point. Tony, yes, our are not for-profit organizations really have tio show the love, if you will, all through the years for all their donors, okay, very consistent message. I mean, you know, i asked you about a number of different constituents, and you were consistent throughout thanking them for what they’ve done and asking them to go really just to the next step, like, as you identified so let’s talk, then about using social media properties and an online way said earlier that your your online messaging really needs to be consistent with your your print messaging. Can you say? Well, more about that? Well, you not-for-profits wherever it shows up, it needs to show up with consistency. So you need to really bundle if you will, all of your outreach levers that you’re pulling so that wherever you are when your brand, when your logo when you’re representation, shows up, it’s consistent for anybody who is tapping into it wherever they’re tapping in, and we’ve had a number of guests on the show talk about branding and messaging on dh howto howto determine what your ideal message should be and then make that consistent, but but your advice obviously is across all media. It needs to be consistent. Absolutely. Now, the way that that’s going to the way that you engage might be a little bit different. Certainly social media allows you more opportunity to encourage a kind of back and forth given take almost dialogue, and i think that not-for-profits really need to be taking advantage of that. I have something on your site where your potential donors those that are interested in you, can learn more. Perhaps it’s a survey, perhaps it’s an opinion piece, perhaps it’s a block, but find a way, tio invite more engagement so that you’re pushing and pulling rather than just pushing information. You also want to show people, perhaps by your blogged, or are other social media properties that you’re you’re relevant to what’s what’s happening in the community or in the larger news that’s exactly right there’s so many things that are going on in our world right now and there’s a lot of ways to be really well relevant in to tap into showing your relevant see to your donor base, and you need to take advantage of that wherever you can and in the same time and taking advantage that you also cannot be disingenuous, you need to be opportunistic, showing your relevancy, but not in a way that doesn’t feel appropriate or that could even cloudgood message that you’re trying to get across that that’s probably a pretty fine line because you do want to take advantage of news that is current in the community on the community might be the nation, but a sze yu said, you know, you don’t want to appear inappropriate and trying to exploit news for your own advantage. That’s, exactly right and there’s multiple examples of that in in the world right now. And do you have a moment? I could give you a quick example. Ifyou’re going? Yeah, well, not too long ago. A young a young girl, rachel, back with a nine year old girl up here in my area in bellevue, washington. Unfortunately died in a horrific car accident on i ninety we’ll just prior to her death, she had set up a fund so that for her ninth birthday, uh she asked her friends to donate to a to a charity that she had created. That was teo, uh, create clean water opportunities in africa. We’ll soon after her death. And while her family was still in mourning, uh came to light that there had been this fundez set up, and people began to contribute in her name. And her parents then had the opportunity, if you will, to take this time of morning, and really make it an opportunity of celebration of their daughter’s life too speak to their daughter, and off off also provide an opportunity for people than to donate to this charity. And within six weeks the charity had grown toe one point two. Six million and was providing yeah, water outlets have fifty thousand people in africa. That’s, that’s an incredible and sad coincidence that she had started a charity on died in the car accident. Exactly. And yet there was a very heartwarming heart felt genuine desire from everybody who heard of her story to give. And now there’s been a positive outcome. For that, my guest is mary allison she’s, a partner with oneaccord, which you’ll find at oneaccord partners dot com and we’re talking about nine weeks and a wake up for essentials for year end fund-raising let’s talk about unifying, though you have some really good advice about unifying or tying together print and email. So for instance, we had talked earlier about you said message people where they want to be hurt when where they want to hear from you. But what if it’s a thanks you we want to do that and as many places as possible if it’s a thank you note, tony, great point abs, absolutely. And there are so many ways to do that many not-for-profits will use their year and to again make a personal thank you along those lines and there’s a great way that we can talk about in a minute about how you can use your board and volunteers also do a greatjob in thanking those those people but throughout the course of the year, you know, again is we’re talking about this is what, uh, nine weeks from the day the account down, but again, a lot of these strategies. That you and i are talking about are really things to take to heart for the entire year, so showing those thanks is not just a year end, but it’s around the year and to your point, you know, we also want to thank our folks not only in the letter but also in the email and it’s really a great idea follow-up immediately with an email to someone who’s made a donation so that you’re getting multiple ways to hit them right away with that. Thanks. And in fact, i just made a donation. Tio my college, my university is an alumni, and i was actually immediately hit with a twitter from them thanking me for my donation, and i thought that was such a unique and energetic way to do it. It really it really was a fun thank you for me to get right away. And, of course, i was also followed up with a major letter from the university as well. You can also just mentioned ah website or social media presence in your printed letters, always absolutely there that needs to become a disciplined great call tony and you mentioned online surveying or pulling what? What types of questions might we be asking in these surveys? You know, it’s all kinds of data, if you’d like, you know that you could be collecting at this time. Some of them have to do with your overall scope of bishan for it. If you are a mission that is helping with the homeless, you might wantto have a survey online for your donors to ask them what’s their opinion of the work. What you’re doing in that arena, how are they? How would they rate you? Um, how would they how would they like, tio? Um, you do more do more work, different kinds of working. You can ask them and start to compile that dad and let it influence are perhaps shape the work that you’ll dio. You can also provide links on your site to somebody else’s surveys so that you’re continuing to offer your donor’s new ways to get deeper information about the type of work that your mission is inspired by, or aligned with. Let’s move to direct mail. The printed piece mail. This also needs to be personalized, right? Oh, absolutely. Absolutely. And again, really kind of goes back to what we talked about has a lot to do with the donor segmentation, so you need to get have the the right message at the right time from the right person asking for the right thing. And i guess e-giving got kind of a call that the four right? Okay, on, when we’re using volunteers, there are ways you have strategies you have personalizing the actual letter itself. Why don’t you share some of those? Absolutely, for instance, how i often encouraged not-for-profits that i work with to, uh, let the board members get involved with riding some of those letters, and it could be very, very simple, but very, very meaningful and impactful. So on the, uh, on the return address of an envelope itself, there’s often a little space right above the address where your boardmember can actually print their name so you can segment your list out to those friends of the board members. Give each of the board members of stack and ask them to write to hand, write their name in above your organization’s return address so that when somebody received in the mail, not only do they see their not-for-profits address and name, but they also merely see their own personal relationship with that boardmember associate id there. I love that such a simple idea, and you have an idea for also just on the letter itself. Absolutely it’s so easy just to grab a little pile of sticky notes. Really nice if you’ve got the not for profit logo on them as well. And ask your board members to just write a quick note. A quick note of thanks for your contribution hope you’ll consider giving again. Um, and often times, you know you can. You can add to that a really personal audience. Let’s have coffee soon from mary allison at jubilee women’s center. And just stick that little sticky right on top of the letter self-funding as they open it, they see it. They get that quick note from you and it just makes it more meaningful. Something else that i used to see when i was in the air force was that senior officers would cross out the formal greeting where it said, dear, you know, captain or colonel whatever last name and they write the person’s first name. So they scratch it out on the letter and write the person’s first. Name right above it and that’s not to be corrected is to stay that way. So the person sees the the recipient sees the personalization very good. I love it. And this is stuff we could do at a board meeting, right when everybody’s together at the board? Absolutely it takes fifteen minutes, there’s often during that part part of the board meeting where you’re going through the usual agenda items that there’s not too much going on that you could be doing. You could be multitasking absolutely. And in just the minute and a half or so that we have left let’s talk about using the board or other volunteers what’s your advice there, how can these people really be effective in the last nine weeks? In a day? You know, it’s important that the boardmember is your key. Stakeholders and volunteers know what you’re up to make sure that they’re getting information from your organization about the initiatives that you’re working on, invite them to help you also provide them with some uplifting stories of success, of the of return on invest so they can share them, and they’re going out to their holiday parties they’re meeting with so many different people, they have little nuggets that they can drop into conversations about the good work that your organization is doing. It’s also a great idea to create on your internet site or in your appeal letter, a little paragraph about why i volunteer and let one of your stakeholders your boardmember give you a paragraph about why they dio and it’s just so inspirational. And then at the end of the year end, they could be used very effectively to say thank you. Oh, absolutely that khun metoo be done again by a hand written note or even a phone call it’s such a great practice for the board members to kind of do it. What we would call a phone, tree and let’s provide our board members with ten to twelve names of donors that we had a significant impact and let them give them a call and just say thanks identified himself is a boardmember they’re genuine thankfulness and it’s just like a thirty second call, but has such meaning. Mary allison is a partner with oneaccord, which you’ll find at oneaccord partners dot com we’ve been talking about nine weeks and wake up four. Essentials for your year end fund-raising mary allison, thank you very much for being a guest, tony. Thank you, it’s. Been a real pleasure. We take a break after the break. Tony’s, take two, and then scott koegler, our tech contributor, is going to share ideas about your mobile website, so stay with us. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you concerned about the future of your business for career? Would you like it all to just be better? Well, the way to do that is to better communication, and the best way to do that is training from the team at improving communications. This is larry sharp, host of the ivory tower radio program and director at improving communications. Does your office needs better leadership, customer service sales, or maybe better writing, are speaking skills. Could they be better at dealing with confrontation conflicts, touchy subjects all are covered here at improving communications. If you’re in the new york city area, stop by one of our public classes, or get your human resource is in touch with us. Website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s, the hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com dafs metoo dahna welcome back, it’s. Time for tony’s take to my block this week is let’s help kelly for pete’s sake a solo fundraiser named kelly ass. The question in a linked in group that has over forty five thousand members and nobody had an answer shouldn’t get a single comment. But her question is so common and so basic for small shop fundraisers that i wanted to step in. Her question for the solo fundraisers is how should i spend my time? The woman has to deal with grantwriting and prospect research and acquiring new donors, cultivation of existing prospects and donors stewardship you know the saying thank you to donors. Corporate sponsorship work. How should she spend her time? Andi, i was disappointed that none none of the people in that mogul link group had an answer or suggestions for her. So i blogged about it this week, and i hope you will go to my blogged and give your advice to kelly and the probably tens of thousands of similarly situated solo fundraisers in small and midsize non-profits how do you recommend that they spend their money? My blog’s that m p g a d v dot com i hope you’ll go there and and share your advice that is tony’s take two for friday, october twenty eighth with me now is scott koegler we all know he’s, our regular tech contributor we all know. He’s, the editor of non-profit technology news today he’s going to break down whether you need a mobile site, how to develop one, what to include in yours if you if you do, go ahead. Scott koegler welcome back, tony. Good luck. Are you in greenville, south carolina this month? I am actually so you’re are you with us by mobile in your in your rv? Yes, i’m using skype on the computer, but i have pretty much a full set up here. Ok? That’s cool. I love how you i want youto i want you to bring that rv into new york city sometime. That would be an adventure in itself. Mobile websites. Why do why do we first of all, why do we need a special website? Why can’t people just look att our regular website on their mobile device? The short answer is that the screen size is different back-up the longer answer is that typically there’s no keyboard? So you need to accommodate the differences in the way people interact with websites. That is different from what they do when they’re at their laptop or desktop. So just a small version of our website is not going to look so good. There are some utilities and most of the website development systems that will automatically reform at your website to fit in the smaller screens they detect the browser and the type of device, and they’ll somehow we format, but most of the time they end up just squeezing it, which really doesn’t help much now. Okay, if you don’t have that sort of utility, teo, create it and process it automatically for small size. How how do you develop a mobile website? Hyre the developers are let sites have their own special tools that allow them to make more intelligent decisions about how they reform that change the size. A lot of websites, of course, include banner ads, large graphics header and those kind of things are really those were pretty useless on a smaller device, so they get rid of those they concentrate more on content, some, some concentrate more on interactivity, social media interconnection and those kind of things. Okay, we’re going. We’re going to talk about some of those things that that should be on your mobile website, so it sounds like the place to start would be with the person who developed your you’re latto ordinary. Or day to day website. But it sounds like there’s, also a special expertise that might be needed. Teo downsize it for mobile purposes, i would say definitely. On the other hand, that kind of expertise is is becoming a necessity for anybody who’s developing website. So that’s, they probably not going to have a real hard time finding someone to do that. And you mentioned the first people that developed your original website. At this point, they already have the expertise to be able to reconfigure or develop secondary website. Okay, and my guess is it’s not going to be as expensive as like, say something else, that you and i talked about a few shows ago, which was developing an app, a mobile app. You’re not going to be spending that kind of money on your mobile website. It depends really okay, because mobile app so we were talking about, you know, tens of thousands of dollars? I don’t think so. The case for something you look at a lot of the what people call act. Some of them really are just, uh, depends on the purpose and the depth to which you want to develop this, but applications or apse can be either just dedicated websites are provided by a link on your phone or your tablet. Uh, or they can actually be downloaded applications that link to the back and took it all right. So a nap could be less expensive than i just described. And ah, mobile website could be more expensive depending on how sophisticated you want to get. Okay, so let’s, talk about some of the things that you’re really essential for your mobile website. You want to have a platform for giving our imagine write what you want to do is to start at look at what are the most critical thing? Is that you, if i get people to use on your website and, uh, you know, articles are great, but on a mobile website they may be less important. You will make him available by link and typically texts. And those kind of things will automatically reformat much less italy of a difficulty poor, heavy, too kind of redesign them. But, yes, you said be ableto give donations. I mean, that should be pretty much, you know, an easy thing to do. It should be prominent in the application. It should be, you know, donate here kind of button pretty much the same kind of button you would use on your standard website but linking to eh a formatted page that that was pretty much nothing but allowed a person too donate in the amount that they want and so you want to make that is easy to find as possible. It sounds like just like just like on the primary website. Exactly what have those prominent get too pretty much oneclick kind of a thing. One of the tricks is, too, if you already know who these who your donors are, and if they’re members of your website community, i have an automatic sinan so that they don’t have to go back to and identify themselves again. That makes it way more difficult. You want to be ableto automatically. Recognize who they are, provide them the options for making a donation and the options for a payment again, if you know who they are and heather contribution information the way that they like to give you khun going to that make use of what you really got. Uh, it’s not makes things like paypal, easy to get to or or even credit card donation forms, right? All simple as possible so we don’t lose people who want to give right. And they said they don’t have the keyboard of the bill specifically do have keyboards, obviously on phone and tablets with there, you know the rules really not quite as easy to use, so you want to minimize any of the typing? Ok? Eso minimize typing in favor of buttons to select instead to think buttons to select and automatically updated information again, you have there if you know who they are by virtue of the fact that they are members of your community, for maybe the facebook sign and kind of a function where you don’t you don’t have to type anything. You just have to identify themselves one way or another. Okay, good advice for for minimizing. The typing on a on a small keyboard what else do you like to see in a mobile website? Scott, in the mobile environment show, social interaction is really a big thing most people are using, you know, facebook or twitter, linkedin, uh, google plus to an increase in and out, and so they’re already using those facility. So if you have your website there, you want to be ableto allow them toe quickly and easily share the information again. A donation function should be something that they should be able to click on it and say, sure this with my facebook account and allow me to write in a quick update that says, i just don’t need to do this. So i think you should donate to this cause because of whatever again, make it simple allow them to share it on whatever social media their preferences i would say limited, for instance, don’t just limited to twitter, facebook and the other ones that are important for your constituent community, and these connections are very easy to make maybe not by the average person but by a developer. Certainly the social media platforms are all designed to be shared. Widely right, you’re developers know that without you thinking that something that they would add to certainly your main website, and easily enough to any mobile website. Okay, just in a minute or so we have left before a break. What about events non-profits hold events? What advice do you have around putting those in the mobile website? Well, just like the donation, i would say provide the information about the event in a concise manner provide the dates times, whatever any contributions or expenses that are necessary in order to attend and then allow them to sign up for and say, yes, i’m coming. Facebook has a great, um function for that the the invitation, and so it’s easy enoughto leverage off of that, or just to provide your own there’s plenty of services available for your website as well that, uh, allow you to set up on the event and invite people and then accept their participation. We’re going to take a break, and when we return, scott can go to the editor of non-profit technology news will keep telling us about advice for your mobile website, so stay with us. Talking alternative radio, twenty four hours a day. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future. You dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven in two, one, eight one eight three the conscious consultant helping huntress people be better business people. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcasting do you want to enhance your company’s web presence with an eye catching and unique website design? Would you like to incorporate professional video marketing mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhance your current marketing effort. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile market. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Told you. Lively conversation. Top trends. Sound advice, that’s, tony martignetti non-profit radio. And i’m samantha cohen from the american civil liberties union. Welcome back, scott koegler and i were talking about your mobile website, scott, just to wrap up what we were just talking about before the break events there’s that spiffy little, you know, little mapping applications that i see on lots of websites. Bilich certainly those air are good for events, you know, people don’t know where the location is and be ableto click here and guide me there, get directions. Those bills are great, helpful applications, you know, i just read that tom tom, the maker of gps systems typically for cars, is going out of the hardware business because nobody argue anymore, they got it on their phones in their tablets. Oh, interesting. So the two players in that really are tom, tom and and garment is the big one, right? Right, right and no indication that they’re going out of the hardware business. I didn’t hear any announcement from garment, but i was kind of surprised. Tom tom, they make cem really great physical equipment, and i used both. I used the tom tom and i also used my my cell phone, my smartphone and i still use the tom tom quite a bit, just because it hangs on my yeah, okay, but those those dashboard devices always have the advantage of talking that speaking the directions does your phone do that? It does? Yes, it does. I just used google maps actually on my cell phone and it talks and allows me teo to guide i i don’t talk to it. I don’t even know if it has that some of the town tommy and have the ability to say actually talked the address we’ll get either. Okay. Interesting. So back to the mobile websites i would i would think you’d want to have a way for people to reach you if they want to know if they want to have further interaction further find out, get more information, sure and again, this is something of a typical on a website where you would typically, you know, quicker button that would email or bring up a chat box. I’m on a mobile device course difficult you’re talking about a cellphone or smart phone, so it makes a lot more sense. Maybe just click and talk, so include the phone number there with a click button alittle magically dials phone number and get you directly to to the non-profit that they’re trying to talk to excellent, okay? And and finally, you had some advice about content, news, content. Well, i really believe that content really is important in almost every aspect of communicating and the next newsletter presentation and those kind of things and if you’re doing that anyhow on your website, which i would have to believe that most non-profits air doing there, providing information about who they are, what they do and what they would like to do. So being that mobile devices are things that are used pretty much intermittently, not like a desktop where you sit back and you actually sit there for a while, you want to be able to provide people easy ways to read your content, so either by way of a knee mail update to the cell phone or maybe an rs s feed or there are a whole lot of other feed mechanisms that will bring your content to the cell phone. It is critical because those air, those off moments where, you know, maybe they have time to read two, three, four hundred words with the text as they’re waiting for whatever it is a bus in a cab somewhere, whatever they happen to be doing, and i don’t have something else occupying your time, scott let’s remind people what are ss feed? What does that mean? Uh, really simple syndication, which means almost as much as our ss, right, but it’s, where most people will know it is google reader, google reader i accept those kinds of feeds and present them in a format easy to read me to track what they’re interested in, and we’ve talked in the past about having video on your site. Can you do that on your mobile site? Also, pretty much any smartphone or tablet will accept the video. One exception, of course, is the big exception the iphone, the ios environment with iphone and ipad that don’t have don’t accept flash video, which still is predominant on pretty much frustrating issue for those people, those millions and millions of people using the apple devices. So but you do want to be able to be viewed by users of that kind of device, so they’re always to do it. Your web developer can help you get around them, and when we’ve talked about video, we always make the point that it doesn’t have to be high end video. I mean, it could just be something that somebody pulled out a phone and and put them put in front of themselves when it’s when it’s riel heartfelt and genuine about the charity. Absolutely, but i would add to that the most critical part of the video is actually the audio it’s amazing that people sit through just terrible quality video feed, but they’ll immediately turn it off if they can’t hear. So be sure that you you sound is adequate, that you’ve got the the recording device close enough to the person doing the talking that the sound comes through and then it should be okay. All right. And, scott, just a minute we have left. You mentioned google plus earlier. What are you seeing now that it’s been out on dh public? How are you seeing it used? Are you seeing it used widely? I mean, really, actually people using it. Not just signing up. What are you seeing? Uh, the current number is around forty million users, which is pretty phenomenal, actually short period of time, they’ve been out. They just recently actually yesterday announced that they’re integrating the the blogged the one facility, i think it’s blonde dot com brother dot com, which is google property, so they’re going to be linking google plus with blogger, which makes a whole lot of sense because if you’re now the block near post will be shown in google, plus so little by little google’s, integrating all their properties and other facilities with google plus and it’s really getting traction. One of the comments that i saw just recently was that it’s not so much about your family, it’s more about your other relationships, your business relationships and your professional relationship. So i think google plus is carving out a niche that is not so much directly competitive with facebook, not that they don’t want a lot of that business, but i think they’re going in a little bit different direction, and they’re being successful at it. Scott koegler is the editor of non-profit technology news, which you’ll find at n p tech news. Dot com he’s, our regular tech contributor. We talked to him once a month. Scott a real pleasure. Thanks very much for joining us. Thanks, durney. Take your good to have you want. Thanks, scott. And also mary allison from washington st mary, thank you very much for joining us next week. Assess your asking style author andrea kill stead will be with me for the hour to share her insights into the four asking styles and what each different style needs to be successful. Are you a mission controller or kindred spirit? Find out next week with my guest, andrea kill stead you can keep up with that’s coming up week after week. 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