Tag Archives: non-profits

Nonprofit Radio for October 7, 2011: Excel in Email Execution

Big Nonprofit Ideas for the Other 95%

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This is a rebroadcast of Nonprofit Radio from April 8, 2011.

Tony’s Guests:

Dave Poulos, Principal of Granite Partners, will share 5 Elements of Effective Email Marketing and have tips for list hygiene.

  • Are you getting the most out of email?
  • Is your list hygienic and only engaging in safe practices?


 
Claire Meyerhoff is Editorial Director at The Planned Giving Company. She will reveal how to write for email fundraising, so your messages get opened, read and responded to.

 

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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.

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Here is a link to the podcast: 062: Excel In Email Execution.
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Durney 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 on the april fool’s edition, it was ask awareness for small shops that was with amy eisenstein. She’s, the author of fifty, asks in fifty weeks, and she shared lots of valuable insights for opening up relationships, identifying prospects, cultivating and soliciting all for small development shops. In fact, one of our listeners posted to the facebook page that it was the best hour she spent all week last week. I appreciate that this week we excel in email execution, it’s going to be dave pulis davis principle of granite partners and he’s going to share five elements of effective email marketing and also have other tips about list hygiene. Are you getting the most out of your e mail? How do you develop an email list if you don’t have one? Is your list hygienic and only engaging in safe practises? Also claire meyerhoff claire is editorial director at the plant e-giving company, and she is this show’s creative producer claire’s going to reveal how to write for email fund-raising so that your messages get opened rid. And responded to so we’re all about email in this hour between my guests, it’s tony’s, take two at roughly thirty two minutes into the hour, and this week on tony’s, take two five ways to be a planned e-giving evangelist or an evangelist for whatever it is that you love doing that’s on tony’s, take two. So we’re all about email this week. After this break, i’ll be joined by dave pulis and where we’ll get started with our excel in email execution show. Stay with me. Did the shooting getting ding, ding, ding, ding? You’re listening to the talking, alternate network waiting to get in. Good. Cubine 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. 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. 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 tony martignetti non-profit radio were all about email today, and i’m joined now by dave pulis. Dave, how you doing? Good morning. Thanks for having me, it’s my pleasure to have you welcome. Dave is the ceo and chief consultant of granite partners, which you’ll find out granite hyphen, part p a r t dot com he has been creating successful marketing programs for clients, mostly in the washington d c metro area for over twenty five years, and i’m very glad that his work and his expertise in email marketing specifically bring him to the show. Welcome again, dave, thank you, david. What does somebody do if they don’t have an email list to get started with him as well? Talk about building the list before we talk about what to do with it. Uh, there are a number of approaches that depends on what situation you’re in. If you’re looking for consumers, there are off a lot of ways to build a consumer list. Um, one of the more prominent and more recently evolved is the social media. You can use social media to evolve yourself into an e mail list based on friendster, facebook twitter followers linked in connections those kind of things can all be gathered and uses a colonel for a personal sort of networking list that you can use to promote whatever business you’re in. Okay, we’re non-profits fundraisers, it’s a little more complicated. Okay, well, that’s let’s deal with complicated cause. Our audience is small and midsize non-profit so that’s that’s where we want to be how should they go about it if they have a list of people who have been supporting them? Maybe just for a couple of years, maybe for many years, but they don’t have email lists. Uh, probably the first thing to do is make sure you have permission to communicate with their members are builders. They say something. Do you have a least an address for them? Send him a postcard asked him to send you back their email address. In response, you’ll give them some sort of data special report or a copy of research or something the value to them in response in return for them giving up their email. Okay, so use their their physical address to get their email address or okay on your website if the organization has a website. And you simply ask visitor’s log in before they can access certain pieces of it or certain information that they need include a lot to give them your e mail address. In that way, you can collect it and use it for later. Okay, so maybe not to get to your home page, but to get to some deeper content on your site. You mean then then there’s ah, little there’s an access that requires email address that’s one good way to do it. Because you’re making sure that it’s not just a casual visitor, you’re having themselves collect by their level of interest. Okay, okay. What’s, what you would end up doing if you if you put it on the front of the home page, you’re going to get every tom, dick and harry that entered that in the search. They wanted to see the front page and make sure they got to the right spot. See if there’s anything of interest there at all, you make them register, you get their email address, you send out e mails. You wasted all that time, money and effort to maintain the list. And they have no interest in on what you’re offering right? Ok? Or you might even just turn people off who might have an interest, but they said just to see the home page, i have to sign in, right? Right, you’re going to get some abandonment issues, they’re for your for your web page as well, and there are people that have a legitimate reason to see your front page and can use the information, but that you don’t want to write. I love how you call it abandonment. I’m not going to put you in jargon jail for that way have jog in jail here on tony martignetti non-profit but i already know you. I said it and then you called it abandonment. I just love the you know everybody every every business has its has its language. So abandonment issues. Yes, of your plus, if you know if you having spouse problems, that could be an abandonment issue. But we’re not going that deep again. That’s a different show that’s ahold of yes that’s a whole different person. Um, abandon ministers? Yes. Alright. What about what about events? And if you’re hosting an event, maybe just put post cards on the table at the events or something like that. Anytime you’re gathering an environment where you have potential donors or potential participants, you want to make sure you’re gathering, collecting email addresses, okay, people importing them on their business cards. It’s a good way to start raffles contest, even offering as i do on my website content in exchange for the information we talked about it buying, offering by mail some sort of special report i offer electronically a report on my website and i forced people to give me their email address, so i consented to them. Okay, electronically and it’s, a much fairer trade and people who are looking for something to read like to receive free reading material and return. It makes a lot of that now. Will people see that example on the site that i gave the girl to granite hyphen p a r t dot com they will there’s a new report there on how engaged customers on the left hand column. If you click there, you’ll be able to download on a free pdf of a report guard through some research. We did a little while ago about how to engage customers. Also have tto log in. To give me your email address, i can send it to you, you’ll get a response back that tells you yes, we received your order, and if you like anything else, please let us know, and you’ll also get a confirmation of the fact that you received the order and a questionnaire about whether you like it or not. Okay, so i assume those are all the best practices because you’re doing them for your business, it’s all automatic. I don’t have to do a dog gone thing, and it makes people connected to me much better and gives them a lot more opportunity to give me feedback on the information. And unless they collect their name without creating too much of a problem with their identity and something you alluded to in that description of the way you’re recommending things go about o r non-profits go about building this list is having permission. What? What is what is permission? Marketing and how do we get permission? Permission marketing is a critical step in producing effective push down marketing. What you’re essentially doing is letting people to give you their permission to market to them. And that does two things. One engages their level of interest and let them self select what they want to receive. Two it also tell you how they want to receive it by medium, he opted in is a way of gathering permission marketing. If you send out an e mail to all your members, say ifyou’re non-profit membership organization and say, we’re updating our record, we’d like to give you would like you to give us your email address so we can communicate with you that way. Check the following boxes about what’s appropriate what the best address to use is if we have this information correct listed below. Check that and we’ll keep that. And also, if you do not like to receive anything from us, check the box below to opt out, so opt in permission has sort of past it if you give them an opt out option it’s a little less over on a lot of people to sort of ignore it, which gives you sort of tacit permission to market to them. But the trick is they’ve given you the information and are allowing you to market to them directly without being directly at fort alright, and then you as the e mailer as the non-profit have a responsibility to honor all those selections that the person has made. Absolutely. And if you don’t honor them, your reputation with that person and in general, gets tarnished to the point where it’s almost unusable, and we’ll go into that a little further with, with the a little later on. Ok, we’re going to take a break right now. My guest is dave polish. We’re talking about excellence in email, execution, stay with us, talking alternative radio, twenty four hours a day. 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 on montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at our 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 hunters. People be better business people. Dahna i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fitness. Join Joshua margolis, fitness expert at 2 one two, eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com oppcoll dafs you’re listening to the talking alternative network. Dahna hello and welcome back to tony martignetti non-profit radio we’re live today with dave polish. We’re talking about excel in email execution and since we’re alive, that means we’re taking calls so you can call with a question for dave about female best practices. Frustrations you might be having the number is eight seven seven for a tow for one two oh eight, seven, seven for eight o for one two. Oh, dave, now we’ve developed this list. How do we keep it clean? What’s a clean list? Well, cleanly is one that functions and deliver your message precisely where you wanted to go every time. And there are a couple of things that you need to start with. You’ve built a list that you think is right. The first thing is to make sure that what you start with is good, that we all know about computers, garbage in, garbage out. You have to make sure that you all the addresses fit and conformed to the format for proper email address. Okay. Typos, bat fingering the addresses, getting things backwards, transposing characters. Email addresses are far, far higher accuracy level than postal address. Write the e mail. I just has to be exact, right has to be perfect, another perfect every time or it will not go. I know what you have to do is check it bilich manually and electronically to make sure that all conforms and you, khun, send every piece of mail on their towards both to go ok is the simplest way to do that. To send a test email to someone to verify that on dh, then get their permission in the way you described is that is that a decent way to do it? Uh, you’re better off eyeballing a list firsthand mechanical and then going through optically and and making sure you haven’t missed anything. Because if you get things wrong, you may get stuck or trapped in filters and create problems. And what that’s going to do is block you when you get the right of duitz okay, you want to clean it up visually? First, as best you can make sure that all the symbols are right before the domain name it’s not a exclamation point instead because i’m gonna get the wrong key. Happens a lot. You can do search and replace doing this. It takes very little time. To do it electronically and then go through and i bought a list they just have to three people looking over, make sure there’s no glaring errors. You want to make sure that all the domain names that have the letters spam in them are taken out those traps put in there by the sometimes when you rent list more often than not, but occasionally somebody’ll flip one in there. When they’re registering, they’ll give you a bogus address that doesn’t really exist. You want to pull out the ones that have a domain name that’s sort of suspicious looking, you’ll learn about it after a while to make sure you’re getting exactly what you think you’re getting, okay, so to get behind to get into the content, let’s say so this wouldn’t thiss wouldn’t be people filling out cards at an event, probably or mailing back in response, it’s when registering so people might give bogus address you know i don’t have such a good hearted person, i don’t even think of e don’t even think of people cheating on something so simple is that really learned over time that it’s ok, you fill out a form somebody’s going to send you back something, and often those lists are sold over and over and over again, and by the time the third generation sale is over, you have no relevance to the list of all right, and you’re getting stuff that you really don’t want it clogging up your e mail box, and you don’t want that, so they either make up a fake address to give you so that bill passed through the filters as a legitimate address initially, or they’ll give you one that they never open, which isn’t gonna do you any good. Anyway, a lot of those gmail accounts or a well accounts that are free people will just have one of those strictly as they used to fill out all that junk drops into there. I see you don’t want to be in that list. You want to see a legitimate lift with a legitimate carrier, verizon or comcast, or or one of those for home and the businesses typically you want them to reflect the domain of the business there. Part of that tells you a legitimate what gmail but gmail dahna all those could be legitimate accounts, you couldn’t you couldn’t screen all those out? No, you can’t, but you can see one that looks, uh two, far from their real given name. If you have that to compare it to, uh, nobody’s registering, you know, as nerd sixty five jool and they’re not giving you a scientific address or their name is fred spelled backwards or something. You start to look at the bogus ones and figure it out. Okay? And since you did mention something that we hadn’t talked about in developing the list, let’s, talk a little about purchasing a list. What is that valuable for the small or midsize non-profit purchasing a list rental and compiled lists can be of value. You have to be very careful about the source if you go through a legitimate list broker and you’re looking for a very legitimate piece of a database that concerns especially business addresses. Yes, you can gain a lot out of that because those things have been double opt in check they’ve been verified on a monthly basis that they do exist and they are really and that they do fit the profile that you’ve selected when you rented the list. Now you have to keep in mind that those are usually for one time use only, and you cannot reuse them unless you have a special agreement from the renter compile lists are another story, those of those public things that you could buy that say have been scraped off of websites or have been captured out of the air from from email conversations and that kind of thing. Hackers will market these things to bring an extra bucks. They’re not very useful, they’re not very male herbal, and you’re getting into some serious spamming trouble by even attempting to use most of them because they’re loaded with with the monitors and traps and keys in their little tell people that you’re ok, then you want to be working with a legitimate company that you can verify you mentioned scraping off female what’s your trading closely to jorgen jail has, and it sort of has a a suggestion of what it is, but but i don’t want you to even be anywhere near drug in jail. So what? What is scraping somebody’s? It sounds like unsavory practice. It isn’t unsavory practice in its connotation, and it is information what you want to avoid. There are people out there, who will go to a business website and literally capture copy paste electronically scrape off every email address that’s buried in there. Your entire staff listing all your if you’re going to a law firm, they’ve got every lawyer listed on there with a love with a separate email address for them, they’re going to scrape all those off of there and compile them all into a big list. Listen, this may be legitimate, but they don’t know who they belong to or what they go to what level of persons is they have no information that goes with it, it’s just a list of addresses, as if people would really want to communicate with a bunch of lawyers or anything. There could be no manufacturing firm or, you know, the post office website or anything. They just gathered a bunch of e mail addresses from a bunch of list. Sometimes they’ll use. They’ll sort of piggyback on someone else’s, the internet activity as well, and their going from site to site start scraping through that. Okay, it gets very, very tedious and very touchy when you start doing stuff like that because you have privacy issues, you have legal issues? Uh, spam laws have teeth in them. Ladies and gentlemen, they can sue you for spamming. So you want to be careful what addresses you’re using and who you’re sending? Okay? And i didn’t want to suggest that. Buying a list from from verifiable source would be a good way of trying to get donors. I mean, as a fund-raising consultant, i didn’t mean to suggest that this is a way to acquire new donors, but maybe to acquaint someone with your with your non-profit but you’d have to be very precise in the type of list you bought in terms of the interests of the people. Is that is that possible, dave, to drill into get a list of people who are interested in, i don’t know environmental activism, and but maybe in the pacific northwest, i mean, do the lists from vera from from stable and appropriate cos come with that level of detail, some do, and some do not, uh, they’re further a head for business than they are for kapin consumer availability, drilling that deeply. Okay, if you drill down into segments that deeply on consumer list, chances are good you’re gonna have to pay a pretty penny for it. A good place to start with that if you have a specific interest, they look bilich environmental, you would want to try going to print publication that deal with that concept sierra club or audubon society or any of those that deal in environmental issues routinely subscriber list from them could be segmented by geography. And you could also rent additionally, email addresses that go with those mailing address him that way. Excellent idea. Okay, because that, yes, you know, the publications targeted. Okay, great. All right, so we need to get around that trying to pull that out of a compiled list is virtually impossible. Okay. Okay, good. Thank you. So we’ve developed our list. We understand how to get it clean and make sure it stays clean. Has to be maintained another thing, because now thing out, once you’re going to get some activity coming back from it, not only response is that you want, but response is you don’t want your going to get people that ask you to take them off. You’re going to get because you missed the target. It wasn’t who you thought it was not interested. And they don’t want you to lock up their box for the next six months with stuff they don’t need. That’s a good thing. You like getting those out of there? Because that saves you time and money. Yes, too. You’re gonna have people that were out of the office that day and i just bounced back and told you they may get hurt or they may not. Three you’re going to have bounced back for another reason, theis, and that part of the country was a little slow that day and missed something. There was a glitch in in a certain segment of the internet that went down for a moment your mail got trapped in it could be any number of other things. There’s a whole series of bounce back code that the internet service provider will give you that helps you interpret those bounce back unless you separate them out and decide whether to keep that address that is a temporary thing or whether it’s permanent it’ll tell you if you got the address wrong, if that person’s not at that address anymore. If that business is not there, that remains not active. Whatever they’ll tell you. What the problem woobox with it, when you learn how to read the code, we got to get those out of there. Once you’ve sent the first one, you’re gonna have to be prepared with how to deal with all those. Things that bounce back and those happen fairly quickly, usually within the first hour or so after you send it. Okay, so that’s that’s really list maintenance and that that’s going to be happening every time you send to your list sounds like there will be a certain level of activity depending on how little that down to practically nothing. Yeah, alright, depending on how many people you’re mailing to if it’s just a few hundred, you’ll have fewer of those which is get you in fewer because you’re making good decisions based upon those code taking the bad ones that are going to be permanently bad out. All right, you’re not re mailing, right? Okay. So, uh, well, let me just remind people that my guest is dave polish he’s, the principal of granite partners. And we’re talking about ex selling in your email execution. So then, dave, we have developed our list and it’s clean, and we’ve gotten the appropriate permissions and we know how to maintain the list over time. You have some elements of effective messaging, actually. What to say? What? What? What’s. Your first bit of advice on what the content of the message should. Be, uh, some of it is what to say, and so that is how to say it. Okay, um, the first thing you’re going to notice is that with the new influx of mobile customers that are out there that have their email come to a mobile device, you have far less real estate with which to impress the recipients you have basically a from a dress and a single subject line that’s all they’re going to see on a mobile device there’s no preview function. So what you have to do is make sure that a the address you’re sending from is from a brand they will recognize or at least understand. So whatever service you are using to send these out, if its outlook, you have to set up a box that sort of carrie’s co-branded makes sense for the outgoing mail or if it’s a service, you want to make sure that they’ve gotten you on outgoing address that reflects your brand so that they know who this thing is from and they recognize. But wouldn’t wouldn’t the service just be using your own? You’re you’re non-profit domain name, sometimes they do, and sometimes they don’t they have what’s called rotating? Yeah, what’s. A rotating what’s, a rotating. Why would they understand? Why would they rotate for the same non-profit why would they use different domain names to send from? They’ll mask them behind an existing name, so the recipient will only see your name, but they’re using ten or twelve different outgoing addresses because they could shove more down the data pipe. That way they can spread your list out, get it out the door faster, but if you’re a non-profit you want it to come from your domain, absolutely time your domain is that the physical space that your domain inhabits doesn’t allow enough passed through dahna you can’t shove enough email through it fast enough because you just don’t have enough bandwidth, you didn’t run enough stone, so what happens is they’ll spread it out and they’ll mask it. They’ll refer to your domain name. The recipient only sees your domain, which is good, but they’re using ten twelve different ones with sam filters will pick up on the sub and block things out on who’s, the who’s the day that we’re talking about is this a company like constant contact? Is that o r who’s today you’re referring to there are service providers after that do nothing but deliver both female. They are, they’re registered there, certified they’re they’re very, very compliant with the service providers that give you internet access and then actually deliver and carry the mail. This is a middleman that you would go to as a non-profit if you have a list of of ten or twenty thousand potential donors that you’re going to be sending to routinely, you’re not gonna be able to shelve twenty thousand addresses through your outlook account and with any kind of accuracy or time limit. Okay, so what you’re gonna do is anything over about two hundred names you’re gonna want to goto what provider that sends out both female for a living that’s all they do and is constant contact an example of what you’re talking about male chimp? Is that an example? Or there are eyes that i am i in the wrong line, the wrong space, you’re in a similar space in a different scale gostin contact and male chimp and those kind of things arm or of the do-it-yourself version of that, their sort of big versions of outlook, they’re attached to larger relation all databases that lets you get mail out in larger volumes by yourself from your workstation, ok, here, but if you’re sending ten and twenty thousand, even though we’re gonna have a problem, they’re going to start to bog down and go very slowly, and they’re going to use up a lot of bandwidth, okay, but for our audience of small and midsize non-profits the ones i mentioned, what might be suitable absolutely after they’re a great way to get started. If you’re looking at that between two and five thousand names of any kind. Yeah, constant contact, be a very good bargain, ok, dave, we have just a little less than a minute left. Why don’t you tell us what you think is coming next? What’s the what’s, the next generation of email going to look like email’s going to get a lot more robust in the next six months to a year, you can bet on the fact that you’ll be able to embed photographs and video in your outgoing e mail and have it be interactive and reacted currently, if you put an image in an email, you run the risk of having it be screened out by spam filters or by network. Firewall because they don’t allow images, they scan for them and they remove the as being too large, and they cut down on the volume of data traffic so they get rid of them. So if you’re putting an image in there, one of the things we tell people who don’t let the image tell the entire story, have some text that tells the story because the image probably going to make it and you see video coming in email, absolutely video will be able to be embedded in outgoing email beyond the capability we have today where it’s, just a lincoln it’s, actually resident somewhere else. We’re going to be able to actually carry video imagery on before too long. All right, we have to leave it there. Dave pulis principle of granite partners, which you’ll find at granite hyphen part piela dot com dave, thank you very much for being a guest. Thank you for your excellent ideas. Pleasure. Enjoy it. Thank you very much. After this break, it’s tony’s, take two. You’re listening to the talking alternative network. Geever oh, 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 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 marketing. Their motto is we do whatever it takes to make our clients happy contact them today. Admission one one media dot com 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 is roughly thirty two minutes after the hour, which means it’s time for tony’s take two, and after that, i’ll be joined by claire meyerhoff and we’ll continue talking about ex selling in email execution five four tonys take two five ways to be a plant e-giving evangelist something i blogged about this week, it actually could apply to anything that you that you do that you love doing, and i hope you really love the work that you do so much so that you want to evangelize about it. I chose planned giving as the subject of my evangelism on this week’s blawg, and i’ll just share a couple of the things that i think go into being an evangelist for what you do. Yeah, i love it, you know, in my example, you gotta love plant e-giving you gotta recognize that it has value for non-profits and for donors and for their families, and recognize the good that it khun do for society as you’re helping charitable missions. So whatever it is that you want to evangelize about, you really have to love it and be unashamed about your love of it don’t talk you know sort of humbly or shyly about whatever it is you want to evangelize about, you got you need to be out in the open, you need to be enthusiastic, which should be easy because you love what it is you’re talking about, so carry that enthusiasm don’t don’t don’t talk, you know, sort of humbly about your your love of the subject you want to evangelize about lear, love of your work and and and as you’re being unashamed, spread that word, spread it to people that you work with, people who are in your network that you don’t work with, um, when the topic comes up, you know, what do you do? What do you love doing? You want to be unashamed about sharing it, and you want to use the opportunities that you have to spread the word. And so those are three of the ways that i think you could be a plant e-giving evangelist or an evangelist about whatever it is you love to do, and you can see my blogging m p g a d v dot com for more on those ways and a couple of additional ways as well, and also always the reminder that we are on itunes you can subscribe at itunes, listen and get automatic downloads of the show and listen at your leisure on the device of your choice, whether that’s, tablet or phone or desktop or laptop and that is always at non-profit radio dot net that is tony’s take two for friday, april eighth. I’m joined now my guest is claire meyerhoff. Claire, how are you doing, tony, right, how are you? Pleasure to have you back. I’m well, thank you very much. Claire meyerhoff is editorial director at the plant e-giving company, and she is the creative producer of this show. We’re going to talk about howto write for email fund-raising so that your messages get opened, read and respond to do so. Continuing the topic of excel ing in email execution claire so dave paulus sort of left us with write a perfect point, i think, talking about the header of the email he talked about where it’s from what’s your advice about the subject line of the email? Well, the subject line is really important because if you think about your own email use, what do you do? You’re on your iphone slip. Through it. So the subject find is very important and what you want to do, it make really some buddy. So so whatever you are promising them, you need to deliver it on the inside. All right, clara, i’ll tell you what were you sure need to repeat? Actually, what you said about the subject line because you were you’re breaking up. You’re on a landline, right? I am on a landline, and i’m hearing some feedback. Okay? I know the feedback is a little challenging. Try toe, i guess. Talk through the feedback and or maybe not listen so much, but just just talk on dh when you’re done talking, then put the earpiece back to your ear. But could you tell us again what your advice is for the subject line? I’ll do that. Ok, ok, my advice for the subject line is the subject line is going to be the thing that the person will either open it for. They will delete it so your subject line needs to be something that is really, truly news. What? What is it that you are going to be telling people or you want them to do or you want them to hear about most? So put that in there and basically only about thirty characters or so because they don’t even see the rest of us. Put your good stuff up front. Yeah, you sort of have to write that like headline, right, it’s, it’s, a lot like a headline and think about the news business and think about why you pick up a newspaper and read it it’s because of the headlines and any new yorker knows that york post the daily news, they’ve had a long history of really pretty interesting headlines that really grabs your attention. So think about the same thing with your non-profit what is your non-profits headline? And what is the headline for this newsletter that for sending people something generic, like may newsletter june newsletter? Okay, yeah, i have to. Yeah, the new york times are the sari, the daily news and the new york post. My favorite. Well, one of my favorites there’s a whole book about new york post headlines, which is it’s called topless body in head headless body in topless bar. Aunt, i have a copy of that, but it’s a headless body in topless bar from a murder. But one of my favorites was when jack cousteau’s ship crashed and the headline was calypso collapse. So isn’t that genius? I just have to show you right now, it’s go on and you’re like a save the whales organization. You’re not gonna have that to live so collapse. So are anything like that? So i think that’s pretty cool, it’s. Hard to be that clever. But those clever and you know what? If you were that clever, someone would probably open up your email. Certainly. What do you have any other advice for? The for that header information. Uh, maybe the from la who should be from or or any other advice there. Well, unless everybody knows that lisa is the head of your organization, it shouldn’t be from one person instead, make it from your organization and have it the name something that is sort of more of an action. Kind of a word. Like not information, but news. Maybe, you know, news at habitat for humanity, dot com or something like that. So give it give it a name that is a little newsy sounding might get someone’s attention better than, say, info at or or you know, something really generic and, you know, keep again, keep it really, really short. And you put the key words right up front and whatever some buzz words are that air right now in your field. So if sustainability or something is a good buzz word, that and so definitely just put the key words right up front that the main thing, okay? And you mean in the from line, so maybe sustainability at the domain is that is that what you’re suggesting? I’m talking about the subject line, so okay, you have your nature organization, and you’re always talking about sustainability, and the name of your newsletter is something with sustainability. Perhaps that could be your email address. I hadn’t thought of that, but it could be whatever, whatever you want. So that it’s recognizable and again it’s all about the brand and it’s recognizable and always be thinking about who your audience is. And i like to think of your email recipients, the people that will open the email and those are the ones we care about, the most people that actually open it, and then the few that follow through, right? Who were those people? Those are your most boyle people just like implant e-giving who were the best plan giving donors your boil donors, people, that e-giving for a long time with the people that are actually opening and reading. Your email, those who you’re really boils followers those year loyal supporters? Yes. Oh, so you’re you want you’re saying you want to have them in mind as you’re crafting your message? Exactly. Keep them in mind. What? What do they care about? So think about a few people that you know, supporters of your organizations have names and faces and think about what are they interested in? What is kathy interested in? What is robert interested in and crafted that way? Ok, on, daz were crafting our message. What’s your advice about how long it should be the subject line. Oh, no, the length of the body of the message. The body of the entire email newsletter should be chunked. So if you have, you know, one big article, you know, trumped that up into different articles. But faras length, you know, there’s. No specific lengths to into an e newsletter. It could be his long or short. As as you like. Think about the ones that you read and pattern yourself after that. If you’re bored after a certain amount of time, then your readers our board, pretty sure. Okay. What other advice have you got to share? I’ve been sort of, you know, suggesting topics, but you tell us tell me what? Your your advices. Well, here is some duitz do plan ahead. A newsletter done that’s on the fly usually looks like it’s been done on the fly. So plan your news letter ahead of time and that means preparing an editorial calendar. Maybe for the whole year. How often are you going to send these out? If you feel like you can send out one a month that’s great. And then think about what you might be doing in those months. Like, if you know, your annual report is coming out and you’re gonna have a lot of new information, then you know that khun, your main news letter might be packed with a lot of great, um, like statistical information, all kinds of cool stuff that you know about in may, but of course in december of the holidays, so you know that you can do holiday related things, so come up with an editorial calendar, so if you’re going to do it once a month, pick a day that you think is a good day to send it out when your readers are most likely to read it and then plan ahead, say well in in february and do this in march. We’re going to do that and have a couple of things knowing full well, what what’s going on if it’s september back to school and that’s important for your organization. Well, then that’s your back to school newsletter and you know you’re going tohave information about that and also decide on a goal before you do your newsletter what’s. The goal of the newsletter is the goal just oh, well, we want to tell people a bunch of stuff that’s going on. Well, that’s not a goal. What’s your real specific goal. Are you entering into a campaign? Are you announcing something? And you want everybody to know about it? Are you trying to raise money? Are you trying to get people to come to an event to sign up for a walkathon? What is the goal of the newsletter and then work backwards from what your goal is. Okay, claire, we just have about thirty seconds before the break. You mentioned planning ahead. And maybe as much as a year as you’re developing your email marketing plan. You want that? To be dovetailed with your other marketing activities, right, you might be sending print pieces as well around your events, things like that, right, absolutely. And marketing is a huge challenge for most small non-profits. The person doing marketing is also doing fifty other things, so the more planned you khun b, the easier it makes your job, so have a little marketing plan for the year, even if it’s one page and it’s a calendar, we’re going to do this in january, february, march, april, may, june, july, august and it’s all about when you send postcards. When you send email, when you send a regular newsletter and other mailing, okay, we’re going to take a break. My guest is clear meyerhoff editorial director at the plant e-giving company were ex selling an email execution 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 to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Durney i really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness can help you get back on track or start a new life and fitness. Join joshua margolis, fitness expert two one two eight sixty five nine to nine xero. Or visit w w w died mind over matter. N y c dot com upleaf 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 for 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 marketing. Their motto is, we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com. Talking dot com. Dahna hello and welcome back. I’m talking to claire meyerhoff and were ex selling in your email execution. Claire, you had a list of do’s that you wanted, teo continue sharing with us. Well, some other dues are due. Motivate your reader. You are sending this email to them, and you want them to do something and you need to motivate them to do it. And the easiest way to keep them unmotivated is too forthem, boring and dull. And the best way to do to motivate them is to tell them about something great that’s going on. That really would matter to them. So, do you have a really great event coming up? Do you have something really cool that you and your organization to tell people about it’s is? And news means it’s, usually something you what’s going on in your organization. That’s important to your reader? Not just what’s important to you? Yeah. You just finished your quarterly report, or or you have a new, you know, drink machine in the break room that might be important to you. But it’s not important to your readers. So think about the things that you are. Reader will think. Okay? And that’s consistent with your advice earlier just have a few people in mind and think about what’s interesting to them and write to that audience and think about what’s interesting to them also do the cocktail party saying or the or the coffee shop thing where if you ran into someone at starbucks and they said, hey, what’s new in your organization will help. Yeah, excellent, right? If you just had a couple of minutes, right? Excellent. Another any other dues? Uh, you might want to tell people why this is important now, which is usually through for fund-raising so what is going on right now? Why this is important. So if you’re an environmental organization and there’s some sort of threat that’s what you want to tell people about right now, we need to do this now you need to sign the petition. Now you need to send the money now we’re trying to fight it now your call to action it’s the call to action and make sure your call to action really is a call to action and that you’re writing matches the urgency of it. What i see a lot of times in email that i get from a lot of different non-profits is, you know, it’s sort of the henny penny email the sky is falling, they’re taking our rights away and they’re going to ruin the environment and they’re really bad, and i don’t really want to see that i want to see the action i want to see, like what you were doing, like, you know, we’ve got a bus on its way to this place full of volunteers, and they’re all going, and we need some gas money, like, i want to know what the thing is right now, the action that you’re doing that you need my help, why are you writing to may? Why is that news? So tell me that okay, before we get to your don’ts, which i’m sure you have, how do you make sure that you’re emails are consistent with your general identity for the organization? So they look like the rest of what you send out, whether it’s emails or website or or print well, that goes back to your marketing plan if you have one in some places, don’t you don’t have one it’s pretty common. So think about a couple of simple things that you always do and include that in your newsletter. So if you always have a pet of the month because you’re the animal adoption agency and you always have a pet of the month and you have a cute little name for it used that, make sure you use that in your in your identity, so use those identifiable things that you’ve already created, and if you don’t have some it’s time to create them, okay, so that’s excellent that’s the substance? What about just the appearance of the messages? How do you mean by the appear? What? What artwork? You might include the photos or our identity elements that you have for your non-profit well, i was listening todavia earlier about sending photos and e mails and how a lot of those get filtered out. So i’m definitely thinking about the photo thing because if people aren’t getting them that maybe not a great fool. I love photos if you can use photos, photos are the best and frankly, a lot of times your most loyal donors are also on facebook, and they’re a friend of your organization on facebook and as long as you’re not putting up things like ten times a day, they’re interested in being what you have there not gonna block you. Okay, so think about your facebook think about your email newsletter in conjunction with each other and how they can play off each other. So if you have a great, great photographic like the best photograph that tells the story of your mission like no other photograph, use that photograph a lot of times, repurpose it so you might want to send it in your e news letter and have it on your facebook and in your e newsletter say there are more photos like this on the facebook or on our web sights and people through the website where there are more of these great photographs and then take that really great that one great photographs and put it in your print newsletter used it on a postcard for fund-raising let’s say, you’re doing a little plan giving postcard campaign. Put that one great photo on that postcard so we use the good stuff that you have. Good, we have just about two minutes left. What are some of the don’ts that you want to share? Well, it’s funny that you say that because i try to be positive these days. So i wrote a big list. Do you have all dues and no don’t so i thought for sure. Ok, right around. Okay, well, so okay. Don’t don’t be not creative. Be creative, be creative use of environmental organization. And you just did a survey about ice source in your community. What are the top three? See, that would really get attention. So be creative with stuff. The good stuff that you have that’s interesting that your organization really had a handle on. So let’s say you are an environmental organization. You just did a big survey, and out of that survey results came the, you know, little thing that wasn’t the main focus, but in it was, you know, people complain the most about the certain areas in your county that we’re the biggest eyesores. Well, that’s a new story for you where you can say, what are the top three ugliest eyesores, the whole county. And you can do a lot with that that’s really interesting people will open up that email is your town, you know? Is this eyesore in your neighborhood? Why don’t you leave? Us with one more of your dues or however you want to phrase it dues or don’ts duse or don’t? Well, i like to talk about, you know, writing and words and storytelling, so just do tell really good stories that are about someone that affect other people don’t talk about yourself and how how great you are, talk about the people that you’re serving and how you’re solving prop emblems for people. I’ll give you this one. This is my one last tip i give everybody these days, you can’t think of a story, look at the money, find out a recent gift that you’ve got and how did you use that money? And then find the person that’s benefiting from the money that you’re using. So, for instance, if you just got a gift and you build a handicap ramp, who is benefiting from that handicapped wrapped rampant your facility to find that person and do a story about them and that’s where you find your story stories, they’re everywhere to follow the money, certainly because charities are doing good work so people who are people are benefiting those stories should be very common, right? Where’s the money. Going find, find someone benefiting from it and focus on them. And where would their life be without this organization? And where would their life be without specifically this money that just came in and how it was used? You had a big campaign. Everybody gave money, you raised thousands and thousands of dollars. Where did it go? Thank you very much. Thank you very much, claire. My guest has been clear meyerhoff editorial director at the plan giving company and creative producer for tony martignetti non-profit radio next week we’re going to be all about auctions if if we bring that a little further, may weaken do advertising and awareness advancements in auctions in america. But well, for right now will just stop with all about auctions silent, loud or online. What’s it all about auction’s. My guest is going to be roger divine of divine assistance and he’s going to explain what auctions are all about. I hope you’ll be part of that conversation on we’ll have a group sing at the end. Maybe also scott koegler, our tech guru, and he’s, our regular contributor. Of course, you know that he’s, the editor of non-profit technology news and he’s going to share what’s newest in technology for your non-profit keep up with what’s coming up on tony martignetti non-profit radio. Sign up for our email alerts on the facebook page at facebook dot com and then the name of this show. And while you’re there, like us, become a fan on itunes, as i talked about earlier, that is always found at non-profit radio dot net subscribed. Listen, any time on the device of your choice, as i said, a few times are creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam liebowitz, and our social media is by regina walton of organic social media. Booker t and the mgs composed our theme music. Thank you very much, guys. I hope you’ll join me next friday, one p m eastern for tony martignetti non-profit radio, as always on talking alternative broadcasting found at talking alternative dot com. You’re listening to the talking alternative network, waiting to get you thinking. Dahna cubine are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Are you feeling overwhelmed in the current chaos of our changing time? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com you’re listening to talking alternative network at www dot talking alternative dot com, now broadcasting twenty four hours a day. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call a set to one, two, nine six four three five zero two for a free consultation. That’s lawrence h bloom two, one two, nine, six, four, three five zero two. We make people happy. I really need to take better care of myself. If only i had someone to help me with my lifestyle. I feel like giving up. Is this you mind over matter, health and fitness can help. If you’re expecting an epiphany, chances are it’s not happening. Mind over matter, health and fitness could help you get back on track or start a new life and fit. Join Joshua margolis, fitness expert at 2 one two eight six five nine two nine. Zero or visit w w w died. Mind over matter. Y si dot com. Durney talking. Hyre

Is Boomer Indulgence A Threat to Planned Giving?

From Flickr courtesy of thepeachmartini
The Los Angeles Times had a piece in September that wasn’t too flattering to baby boomers. It claimed many of them plan to spend all their money on themselves before death, cutting out their children–who the profligates feel they’ve already done enough for–in favor of travel, fine dining and other treats.

It bothered me that in all the talk about end-of-life planning there wasn’t a single mention of charitable giving. I went to the U.S. Trust 2011 survey of high net worth americans, cited in the article. The situation isn’t as grim as the paper led me to believe. I took away these points from the survey:

  • More than half the respondents (56%) have discussed philanthropy strategy with their financial advisor (slide 29). I’d like to see that number higher, but it’s not bad.
  • 80 percent either did not change or increased their charitable giving in response to the recession (slide 30). It’s theoretically possible that the 63 percent who did not change were giving zero, but that’s not likely.
  • 55 percent plan to volunteer more actively upon retirement (slide 34).

Clearly, there are boomers who will spend all their money and achieve the day-of-death zero banking balance that one woman in the article aspires to. And they’re entitled.

I’m gratified to know those folks don’t represent all the baby boomers, and that among the high and ultra-high net worth population, many intend to include nonprofits in their plans.

Nonprofit Radio for September 30, 2011: Engaging Employees & PR2: Prospect Research, Proactive or Reactive

Big Nonprofit Ideas for the Other 95%

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Tony’s Guests:

DeShele Dorsey
DeShele Dorsey: Engaging Employees

Corporate employees can make gifts to your nonprofit, but they can do a lot more for you. DeShele Dorsey, senior managing director for corporate social engagement at Changing Our World, shares smart ideas on soliciting and closing companies for mentoring, pro bono service, board membership, service sabbaticals, loaned executives and more.
 

 

 

Maria Semple
Maria Semple: PR2: Prospect Research, Proactive or Reactive

Regular contributor, Maria Semple, The Prospect Finder, explains the differences between the two ways to do your research, and how to determine which is right for your shop.

 

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Metoo hello and welcome to tony martignetti non-profit radio we were always talking about big non-profit ideas for the other ninety five percent. I’m your aptly named host last week, our big ideas were prospect research on women donors and learning lobbying limitations for the women donorsearch mint. Samantha cohen of the american civil liberties union was with me and she revealed, had a reveal the giving potential for your female prospects that’s often hidden, and that was the last of my pre recorded interviews from the association of fund-raising professionals, new york city chapter fund-raising day last june and the second segment was learning lobbying limitations, with our legal contributors, jean takagi and emily chan, there with me every month and last week they explained the limitations on lobbying by non-profits what activities are lobbying? How much of it can you do and how do you report it this week? We’re engaging employees. Corporate employees can make gifts to your non-profit, of course, but they can go a lot further as well. Deshele dorsey, senior managing director for corporate social engagement at changing our world, will share her smart ideas on soliciting and closing companies for mentoring probono service boardmember ship service sabbaticals, loaned executives and a lot more and then pr to prospect research. Proactive or reactive. Our regular contributor, maria simple, the prospect finder. We’ll always find it. The prospect finder dot com will explain the differences between the two ways to do your research and how to determine which is right for you, proactive or reactive. Between the segments on tony’s, take two at roughly thirty two minutes after the hour. Have you ever done a favor for someone and then felt that they let you down in some way? I’m going to talk about my block post this week, which is i’ll pick your brain and drop your list. We’re going to take a break, and when we return, then i’ll be joined by the shell dorsey and we’re going to talk about engaging employees, but i want to let you know we’re live tweeting. This show used the hashtag non-profit radio, and you can join the conversation on twitter and stay with us. 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 counsel section. That’s lawrence h bloom two, one, two, nine, six, four, three, five zero two. We make people happy. Oppcoll 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. Metoo welcome back to the show. I’m joined now by deshele dorsey, and we’re going to talk about engaging employees deshele is senior managing director for corporate social engagement at changing our world of fund-raising consulting company she previously worked for t c c group, where she provided a variety of consulting services to corporate citizenship programs and nonprofit organizations her clients, they’re included prudential, the gap foundation and henry street settlement in new york city. She’s, based in atlanta, georgia, and i’m very pleased to welcome the shell dorsey to the show hyre deshele hi, how are you? I’m doing very well welcome, thank you so much for having me. My pleasure. I want to remind listeners that we are live tweeting the show use the hashtag non-profit radio to join us on twitter deshele we’re talking about employee engagement, but individuals make up the largest portion of total giving, so why should non-profits be looking at companies, corporations? Well, corporations are committed to being good citizens in their community, which essentially means they want to be actively engaged in helping to address issues that not only would directly affect their employees but affect the places where they have operations. So it’s a nice opportunity for corporations to play, play a significant role in making sure where they operate are vibrant and lively. And do you know what what portion of total giving is from corporations? Yeah, it’s generally about ten, twelve percent, i believe a total getting every year and certainly that fluctuates, but his brain pretty consistently at that level. So, tony, you’re absolutely right. The majority of cash contributions in particular, come from individuals. Corporations do make a significant investment as well. Okay, yeah, and ten or twelve percent, i mean, that’s nothing to laugh at, so on it can go beyond ways that a lot of individuals khun give and that’s what we’re here to talk about. So we’re talking about employees in cos i mean, cos there are encouraging or maybe even creating incentives for their employees to be engaged with non-profits yes, absolutely there’s a variety of different ways that boy, you can get involved, and i think what most non-profits are familiar with this, certainly just the general assistance that a non-profit might have some common sort of community based activities such as, you know, going to your local food bank and helping pack pack four words stock shelves or maybe cleaning up a local park, but there are a variety of other ways that companies have looked to incentivize their employees to get out there. You know they have matching gift programs, sometimes employees, they’re just super busy, and maybe they can’t go out in the community. But imagine gift provides an opportunity for employees to give some resource is and double that gift because the company would match that contribution, right? Okay, and that’s on the fund-raising side and we want to go, we want to go beyond fund-raising and in fact, i pulled our listeners before the show and asked, what are your corporate solicitations limited to financial gifts and sponsorships and a hundred people? One hundred percent of people who answered said, no, we go broader than finance just financial gif ts s o we want and we want to talk about the broader stuff. So what are some of the other ways? And then we’ll go into detail on on a bunch of them that that people can employees khun b might be engaged beyond fund-raising and now that’s really great to hear that non-profits are actually exploring all the alternative ways that they can get support from a company, some of the more common ways would be bored service. A lot of companies will look to place their typically their senior managers in some of their hyre level executives on board and serving in leadership roles on those boards, some of the other things that have come to fruition more recently over the past two years, or things like probono service or skills, baseball and hearing. And this is a little bit different than a typical, you know, paint a school cafeteria project, you really looking at opportunities where you can take the employees skills and apply it to a challenge, one issue that a non-profit might have. So for example, you know, if a company sorry non-profit needed help with their human resource is activities and building out, you know, a talent management program, then the company has those skills, and they can apply them to the non-profit so this is sort of the company seeing the its its employees as assets beyond the contribution that making the workplace but but seeing them as assets for charitable giving, using their talents absolutely and there’s more and more of that happening, we see a lot of work being done in the environmental space in that regard. So you know, a company that might have skills on logistics, transportation can help a company, you know, helping non-profit think through how to be more efficient in their processes, for example, or thinking through how they might better use water that’s a part of their mission. When you look at sort of food related organizations so there’s a variety of ways that companies are doing it, the probono pieces, something that’s exploding pretty significantly, but it’s also harder, harder type of product to implement because that there’s more owners on the non-profit to be engaged, and we have just a minute before our first break deshele just how would a non-profit identify the companies that it should be targeting are soliciting? Well, i think there’s a couple of things one of you want to look at what your mission is and how that might online with the company, and then you certainly want to explore companies are much more transparent than they have been in the past about the ways in which they use their volunteers or their their corporate volunteers. And so they can go to their web sites often, and see listings of the variety of ways in which employees can be activated in the community. Okay, and it might also be based on location to write. You wanna look where what’s local to you, because we’re not talking about just big companies doing doing this social engagement, okay, we’re going to talk more about that. After the break. We’ll pick it up there would take this break, and then, of course, deshele dorsey will stay with me. We’ll keep talking about engaging corporate employees. E-giving anything shooting, getting depicting duitz duitz you’re listening to the talking alternate network. E-giving e-giving 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 conscious people. Be better business people. Hi, this’s, psychic medium. Betsy cohen, host of the show. The power of intuition. Join me at talking alternative that calm mondays at eleven a. M call in for a free 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 in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com talking alternative radio twenty four hours a day. 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. Welcome back to tony martignetti non-profit radio, where live tweeting used the hashtag non-profit radio if you have a question for deshele door so you could also call eight seven seven for a tow for one two oh, i don’t know the phone seems so nineteen, seventy seven we have we have the hashtag use the hashtag for pete’s sake the phone seems so june okay deshele dorsey, right before the break, we were talking about small companies being involved in this i mean, so they’re also seeing there their employees as as assets for charitable giving, right? This is not only for, you know, ibm and google. Absolutely, and i would even venture to guess in many cases, because the smaller companies may not have the sort of cash resource is that a larger company might have, they would even be more apt to sort of offer their employees so you have law offices, you might have local facilities, you know, small mom and pop, you know, chain stores and things of that nature who would be more than happy to get involved and be a part of what non-profits air doing in the community and leveraging their place. They get engaged and another way i think teo learn about what’s happening with corporate engagement this way is through ah, a volunteer counsel in the area, and i know i’m going to ask you what, what that is, but i just want to pull give you the answers to our pre show poll, which were, you know, i asked, do you have a corporate volunteer counsel in your area? Yes or no? And then the third answer was what everyone chose. I better listen to the show because i don’t know what that is so deshele what is a corporate volunteer council? Well, the council’s really were set up through a lot of the work that companies were doing in partnership with the points of light institute, which i’m sure many of your listeners know emerged a while back with with hands on network and essentially, these are coalitions where companies are paying a membership to be a part of ah, conglomerate of their peers who want to get together and talk about that practices think about ways that they can be more strategic and support, and also champion corporate volunteerism and just support other civic activities and the way in which a non-profit can be used four to a council like that is really to keep those members informed about what’s going on in the community and how they could use volunteers helping maybe even tow, offer inside and suggestions on how they might work better in particular cause areas that are important to that communities. How could a non-profit find out if there is such a council in their community? The best way to find out is to leverage information that would be available on on the hands on network website. And if you go through there, there is actually a link that shows you where the corporate volunteer councils are, okay. And what about a local chambers of commerce? Could they be a good a good way of engaging with the corporate community? Yeah, i think what would be useful in terms of the chambers is that there are many events that are open to the public where corporations are actively involved in are sponsoring those events. So if you know local non-profits are looking for ways to network with company corporate executives than those air really great programs that happen on a regular basis where? You could just get out and network because sometimes it’s really about a matter of having that relationship that will help you to open doors, the opportunities that maybe in companies, whether they’re big or small and that’s a great resource to use as well. Okay, so we have the hands on network, the local chambers of commerce. Are there any other web based resources for matching companies with non-profits yeah, there’s, a lot of great resource is online, and a couple that i would recommend volunteermatch dot or you can go there and see what kind of activities are available idealised artwork is another option, there’s a couple others, i would look at served dot gov, which also has a number of initiatives that they’ve sponsored with companies and the other was all for good. And the thing to keep in mind that non-profit should understand is that the a lot of these websites are populated into management system that the corporations will use to help provide a sort of gateway for their employees to learn about volunteer opportunities so non-profits that are listening to your show should definitely check out the sides and think about posting the opportunities. That they have available, whether that’s for general volunteering or something more significant, like the skills base that we discussed earlier, then after the charity has identified the company’s based on mission match or locality, or where employees air based from that company. Um, how do you then approach? How do you start your solicitation? Yeah, that’s a really good question, and every company is going to be a little bit different. And i would love to say that there’s like, easy, a magic bullet in getting that. But sometimes, if if they’re retail based company, it might be going into that local store and approaching the manager there no that’s applicable for a lot of places, like a target or, you know, our kroger or a walmart for that, for that sake, the other is that a lot of local areas will have what they call internal volunteer committees. And so hopefully there’s information that might be on the website that will help you figure out how teo contact someone on that committee, and then they would then in turn, brings the opportunities in house. The other things that your listeners could consider is that many companies offer what? They called days of service and assuming that there is an opportunity or a match between what the company wants to do and the mission of the non-profit then there may be weighted submit information that would perhaps make them eligible to be considered for a day or a week or a month of service activity that company would host, and if in the first example you gave, you know, just really walking into a local store target or something similar, just maybe something that is like you said earlier, mom and pop, you’re it may be an easier ask solicitation because you’re not asking for money, which probably a lot of non-profits air doing, but you’re asking for sharing of expertise? Absolutely, you know, it’s it’s certainly an equally important ask and what’s relevant for the non-profit is to make sure when they are prepared to go in front of the company, as i mentioned before, that they’ve done their homework, they really understand what the goals and objectives of the companies, but also that they’ve clearly defined what it is they’re looking for and having corporate volunteers activate because that is one of the tension points that a lot of companies experience, but also making sure that the non-profit has given sufficiently time to help develop in shape what the project might be so both entities can be successful in the process. My guest is deshele dorsey and she’s, a senior managing director for corporate social engagement at changing our world of fund-raising consulting company were talking about engaging corporate employees, all right, so deshele we’ve we’ve identified, you know, howto pick the right cos to approach and how to start that approach let’s talk about it in detail some of the ways that we can actually get company employees involved board service is probably one of the easiest ones and most commonly understood, right? Yes, absolutely. And really, what you’re looking for here is your board has responsibility with the non-profit really govern and make sure that the mission is being met and you may have particular needs whether that around finance, whether that’s around organisational development or maybe you just need someone that has a really has a really good network, and you want an opportunity to kind of broad and your donor-centric you don’t want to be abusing your board members in that way, but most most poor members and really sad ones understand that when they come to a non-profit part of their responsibilities to help with fund-raising and so that is a definite opportunity that can be pursued with, and we’ve had plenty of guests on the show that have have talked about what’s appropriate in inboard engagement in terms of fund-raising and friendraising and other things so that’s why i think boards service is probably the first thing that comes to mind when we think about engaging corporate employees, but but for maybe the smaller company, the or the bigger companies doesn’t have people to devote to that kind of time commitment. There are lesser ways, smaller time commitment ways, but still valuable ways that companies can share their their employees expertise, absolutely. And you see this manifesting in a couple of ways, sometimes time’s, a company made offer just time with some of their middle managers in your executive to do mentoring and coaching with with non-profit executives and we’ve seen that great work come to fruition through leadership development program that a company like american express had in other instances you could have your executives loaned out to a non-profit for duration of time and this is called what we what we say is loaned executive and you may say, you know what? We really would like to help have someone on board to help us transition through this change. Our ceo has left the non-profit and now we really want to have someone in either to mentor that person orto help facilitate the organization, moving in another direction alone, executives to come in and be with you for a year, maybe two years and there, you know, and eventually lend out, went out from the company non-profit on dh, then you wait, okay, so let me stop you. Deshele so so for a period of a year or two there cos they’re willing to pay the salary of the executive and have them work in the non-profit day in, day out? Yeah, absolutely. And sometimes they’re shorter durations, obviously that that’s a huge commitment, but this is really designed for individuals who are emerging leaders because the companies could see it as a development opportunity. But also this is a good way for for non-profits think about engaging retirees, people who are leaving the work for us full time. And they’re still looking to be actively engaged, and the company might help to facilitate that person being part of the non-profit okay, excellent, yeah, please go ahead, continue. Um, and i was just going to say the other is obviously the skills based and again, that is really focused on a very specific in country of khan concentrated project for a shorter period of time typically wouldn’t necessarily take a whole year, but in that instance, you might get a whole team of people that are coming in but say you want to revamp your system, for example, about those that those individuals will come in to work with you on a regular basis. It’s almost like having a consultant come in, but what you’ve done is in exchange for having to pay a fee for that you’re actually getting the company lindell’s skills for you. So, like, the so the employees there sort of taking a sabbatical, maybe for a couple of months or something like that to do a discreet project like that? Um, it can be a formal sabbatical as and they’re taking full time often in most cases it’s really that they’re dedicating some portion. Of their work week be with the non-profit and helping them over a duration of time so it could be they’re dedicating a day or two a week to that non-profit and they’re still working there full time job, but they’re sort of set aside this time to do this probono project or maybe they’re just doing in after hours they’re doing it on some of their free time as well and facilitating that. But the the goal is you created a really concrete projects for this team of employees to work on, and they’re going to support you for whatever duration of time is necessary to complete that product. Okay, excellent. And then maybe something a little less formal, but suppose a non-profit just feels they’re a little that could use a little expertise, just like a couple of hours a week in a certain area, maybe it’s communications or marketing or i mean, it could be anything i imagine that kind of lesser commitment is possible too, right? Yeah, and i think a lot of companies would still see that as part of a way that they could lend the skills of their employees there to a non-profit and helping to support their, you know, growth and development. Um and it really will depend just what the company’s willing to do skills base is a new area of growth fur company so many are learning and figuring out how to set these up and howto work appropriately with non-profits and the time frame can sort of be negotiated, depending on the relationship you have with that particular company. No. Ok, so these air excellent evidence that i think a lot of non-profits don’t think of i think they just think of the corporate sponsorship on dh many think stop there s o these air these excellent ideas, thank you. I wantto spend a little time on employee e-giving just in the future, a couple of minutes that we have left and i was monitoring the small or engaged in really in the small non-profit put that on twitter and the hashtag is sm and pee chat it’s run by pamela grow and mark pittman on dh they were talking today about employees e-giving in terms of monthly monthly giving, um, and i wanted to share something that came from there from that chat that small non-profit shot that the the most common gift is roughly ten dollars, per pay period, and that came from someone named at philanthropy inc. Deshele is that? Is that about what you see that’s sort of an average gift? Ten dollars per pay period? Yeah, when you’re when you have companies who are engaged in what we often call federated campaigns, the most common one being united way, you will have employees who make a commitment to pledge some dollar amount and take a small portion of that out of their paychecks over an extended period of time, and that just makes it easier for the donor to be able to make that contribution instead of having to, you know, in some ways, write a big check all at once. Yeah, about ten dollars is probably right, and i would imagine, you know, with the recession, it will probably stay at about that level people are, you know, we’re getting back on their feet, okay? And the thie advice for soliciting that type of a gift from from your prospects there was there was a sort of a consensus on the small non-profit chat, and it was summarized by at pamela grow that it’s best to do a dedicated appeal to the audience, dedicate appeal for monthly sustaining gift’s rather than make it part of a broader appeal? What’s your sense of that? Yeah, no, i think that is absolutely fair and the reason that that’s important for non-profits understand is because individuals really wantto have a better sense in a transparent way of what their individual dollar is going to do. So if you’re offering the donor hyre thie opportunity to say, i’m going to invest, my resource is and i know whatever dollar amount i gave is really going to go to help support this local tutoring program that’s my community that’s a little bit different, andi is a lot more tangible, and they can see the value of their contribution more directly a lot of non-profits has done a really great job of saying if you donate x number of dollars, it translates into, you know, this many hours of tutoring, for example, that makes the donors feel really good and they can they can communicate even and share the passion and enthusiasm they have about working with your organization, they can tie it to something tangible, and they’re also seem to be a sense that the donors often increase their their monthly giving. Yeah, i think, as as thie donor, to know your organization much better has a better appreciation for what you’re trying to accomplish and also that the non-profit has taken the initiative to engage the donor beyond the gift. So whether that’s inviting them to special event that’s applicable or, you know, communicating with them through a newsletter and some of the online platforms that we have now, the donor’s affinity will certainly increase, and as a result of that, they’re likely to consider giving a greater good. My guests have been deshele dorsey, senior managing director for corporate social engagement, a changing our world deshele thank you very much, thank you so much, it’s been a real pleasure, and i also want to thank everybody who was on the small non-profit jet run by at pamela grow and at mark a pittman today, we tried to join those small non-profit chats when we can and when the topics are are consistent across their chat and my show after this break, it’ll be tony’s take two and then i’ll be with maria simple and we’ll talk. About proactive versus reactive prospect research. So stay with me. You’re listening to the talking alternative network. Dahna 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, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you 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. The website is improving communications, dot com, that’s, improving communications, dot com, improve your professional environment, be more effective, be happier, and make more money improving communications. That’s. The answer. Hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com welcome back to the show, it’s, time for tony’s take two, which is always roughly thirty two minutes after the hour. My block post this week is i’ll pick your brain and drop your list that comes from something that’s happened pretty recently past couple months, i guess, where i helped out to people with fund-raising advice fund-raising advice for one, and then the other was arranging a fund-raising internship with a with a former client for a second person, and and then they subscribed from my email list. Unsubscribes and, you know, i thought it’s not really a huge deal let’s face it, there are much bigger things teo concern ourselves with them whether somebody is getting our weekly emails, but i just thought, you know, that seems kind of ungrateful after i had helped them both with pretty substantial time commitments, like maybe is an hour and a half for each of them if you put it all together and then they unsubscribes so was i was i being unreasonable? I don’t know. I mean, i don’t i certainly don’t help people with a quid pro quo in mind. I’m never looking for you know, i helped you. So now what you gonna do for me in the next six weeks, or wherever? But it just seemed a little weird to me, actually, so i wondered if i’m being unreasonable or hypersensitive, and so that’s. What i asked in the block post, and i got a bunch of comments, and i’d appreciate your opinion of that, or or your or maybe another story. Maybe you’ve got something similar. I’m interested in your take on the whole subject and that’s, my block post this week, which you’ll find at mpg a d v dot com, and that is tony’s. Take two for friday, september thirtieth with me, now, is maria simple, um, ria. Maria symbol. Very simple is the prospect finder durney hyre maria, would you put me on hold now? I had you on mute at my end, so you wouldn’t hear me making noise. Well, that’s all right, i’m glad we didn’t hear those odd noises, but but then ewan muted. Okay, maria simple is the prospect finder. You’ll find her at the prospect finder dot com. And we’re talking this week with our regular prospect research contributor about proactive versus reactive research. Maria, what is reactive research? Okay, so reactive research is when a nonprofit organization has the name of an individual say that they know they’re going to approach, and then they decide. Well, what i’d like to do is research that individual a little bit more before i make an approach to them. And then, um, i asked him for a gift, so that would be unknown individual. And you’re going to be looking for information on them. Okay, so that would be reactive research. You already have the name of someone, and you want to just find out more information on them. Okay, um, and what is proactive than so proactive research is when a non-profit, perhaps their staff and and or their development committee eyes sitting around saying g, you know, we feel like we’ve exhausted all of our current donors think about looking outside of our current donor is and tryingto identify some more individuals who can donate to us either individuals, foundations, corporations, whatever the category is, but they want to broad in their base of support, so they proactively go out and try and find additional people who might be interested in there cause because they might be donating to other similar interests self, and we’ll find out howto uncover those additional people. In the pre show survey, i asked which best describes your prospect research in your shop? Is it mostly proactive or mostly reactive? And everyone said that they were mostly reactive, just researching the people that they already know so let’s try to encourage people, perhaps to be a little more proactive, but if you’re a small shop, maybe that’s not really possible, right? Well, the thing is this, tony, you have opportunity there are going to be sort of natural low for any staff of a non-profit whatever the size is so you want to take advantage of, perhaps. Those known lo period for you, when you’re not really ramping up for an event, for example, when you have the opportunity to perhaps sit back and take a look at the big picture, you know and say, all right, what can what else can we be doing to look for additional donors for our non-profit so it definitely can be done, but what i would say is they should build it in and put it on the calendar. You mean the calendar, like they would put on a calendar on events, teo, cultivation of aunt or any of the other type of event they might be having make sure that they build in some time to be able to sit back and proactively think about how to expand their donor base. Okay, so actually so callin during time for prospect research that’s what you mean, yeah, to proactively be able to do it? Because the reactive research, whether even if they’re just going to google and no further, they’re probably at least doing that, right? So they have a meeting with somebody or a company, and i would hope that they are, at minimum, looking at google to find out the more information prior to that business meeting. And then if you are limited to the reactive research there are you can certainly go beyond google looking at the names that you already know. Oh, yeah, absolutely. There’s a lot of free web sites as well. A fee based. I actually have a going beyond google for download document. Right on my web site on the resource is page so that’s free for the taking and there and available. So there are definitely resource is that can help you. And if you’re not able to look at your database and trying to determine who to research in the database, then there are companies that will screen it for you so that the names could be elevated. Okay, but those air always fee based services, right? Okay, what might you be looking for within your own data if you’re going to do this on your own to determine who you should be paying more attention to? What i think they can do is take a look at the longevity, how long the donor has been contributing to them, even if it has been a very consistent amount of dollars over. A long period of time and, you know, long period of time varies, you know, for the non-profit but i would say somebody’s been giving to you for a ten year period, and they’re consistent about it. The text seems to come in every year at the same time that somebody who’s made a commitment here. Non-profit and you are somewhere in their fearful answer bait. So longevity of gift size of gift matters. And also if somebody just happens to send you a check for an amount that is way out of the range of their normal e-giving that’s a flag as well for you to think about researching them a little further and cultivate that relationship, okay? And this is all with an eye toward perhaps elevating their giving. Is that right? Yes. That’s. Right. You want to take a look at doing this type of research so that you are taking people that are currently tied into you in some way, shape or form they’ve bought into your mission. They love your non-profit they’re committed to you on dh. You want to think about how to engage them further and elevate their giving? Okay? And you identify. That commitment, a cz you were describing based on their giving history, right? Absolutely. And, you know, let’s not forget people who are longtime volunteers for the organization because there are people who, i guess, unfortunately have the mindset of, well, i give my time to your organization, therefore, i don’t need to give my money on day, maybe give giving their money elsewhere so it might be kind of interest, i think, to take a look at some of those very, very committed volunteers who are giving of their time, but not money and researching. Well, what are they doing in the community in terms of money? And is there some way we could further the conversation so that we can be included in there monetary philanthropy and not just giving of their time? It occurs to me that the research we do when we’re looking for planned e-giving prospects is all reactive because you can’t bring someone new to the organization and then and then expect them to be a plan giving prospect and asking them to include the organization in their will or some other state plan when they’re just brand new to the organization, so we’re always doing, i never i never really i never described in this way, but looking for plan giving prospect for always doing reactive research that’s, right? You’re always reactively taking a look at people committed to the non-profit and you’re probably looking for all those same signs that i would be looking for, you know, that longevity of gift size of gift again, just looking to elevate them to perhaps a larger gift or as you just mentioned, maybe they’re absolutely right before a planned gift at this time or at least to be thinking about that conversation. And the key thing about looking for those plan giving prospects is when you’re looking at the donor’s longevity, as you were describing maria, the consistency of giving you don’t want to ignore the smaller gift, even if someone’s been giving ten dollars, a year, and if they’ve been doing that for a decade or more, you know, seven out of the past ten years or eight, fifteen or eighteen of the past twenty years that makes them a great plan to giving prospect, i think it could make an excellent plan giving provoc fect yes, absolutely, you know? And as i mentioned there are just some very inexpensive free resource is that you can go to to just find out a little bit more about that prospect, just to see if you can elevate that conversation to that point and s so let’s. Then now go beyond the reactive into the into the proactive. So hopefully this is ah, smaller non-profit that finds its slow time and sets time aside for prospect research or it’s a bigger shop. And they have the resources to do more proactive going outside the database research. How would they get started? I think one of the things that they can do is take a look at the other non-profits in the community who might be garnering some of the larger gift. Especially if that non-profit is somewhat similarly related. Admission. Teo, you so, as an example, if you have a women’s health and counseling center and they are interested in expanding their donor base, they might take a look at who’s giving to the local cancer societies, the local harder association, the local hospital. Anything having to do with health related mission. Okay, maria, we have to take a break. We’re going to continue this. Exact topic about ah, carrying on your proactive research with maria semple are regular prospect research contributor. After this break, 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 to one, eight one eight three. The conscious consultant helping hunters. People be better business people. Dahna oppcoll 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 efforts. Their services include video production and editing, web design, graphic design photography, social media management and now introducing mobile marketing. Their motto is we do whatever it takes to make our clients happy. Contact them today. Admission one one media dot com talking call. If you have big ideas and an average budget to tony martin, any non-profit radio we dio. I’m jonah helper, nari team in co founders of next-gen charity welcome back. We’re live tweeting use the hash tag non-profit radio i want to thank fundraiser beth and at fund-raising bethan at dominique de jones for joining us on the live twitter chat. I’m with maria simple and she is our regular prospect research contributor. We’re talking about doing proactive versus reactive research, so maria let’s just continue in going proactive, trying to find people outside your database and acquire new donors. Your advice is right before the break was toe look for non-profits that are maybe similar in mission and see who’s giving there. Yes, absolutely. And, you know, during the break i was also thinking about another excellent free tool that we all have available to us is linked in, and they’re for example, you might be able to find people who are interested and easily connected to okay for explaining to them what your organization is about and so on and so forth. You and you and i talked about your interested in urine, anand immel welfare non-profit and you would like to connect with more people in your community who are interested in animals and pets, etcetera, so you can go and do a key word. Search on the advanced search page of lengthen log into your account, go to the advanced search page um and find group right. Would that have on interest in animals and you’ll find quite a number of them. So there’ll be people from all walks of life who are keenly interested in animals. You can also go to the keyword field and look for people in a specific geographic region who might have the word animal somewhere in their profile listed. So you know something like that can be very, very helpful in expo being your daughter donordigital base or your volunteer or board based and again it’s free and i love that little of detail. Thank you very much. That’s i think most helpful toe listeners. Another way of finding out who gives to organizations is just by getting their annual report. Yes, absolutely. And sometimes those annual reports are available right online in a pdf downloadable format so you can take a look at those annual reports and try and determine who’s giving. You’re not going to get an exact dollar level, you know is most daniel reports might list somebody giving it the silver bronze gold level. Platinum, etcetera, but you’ll have at least an idea of the range of where somebody is giving. So definitely, i look att annual reports of non-profits whether i’m doing reactive research or pro active research so absolutely could be useful in both in both cases and if it’s not available on the web, you can always just contact a non-profit and asked him to mail you a printed copy, right? Yes. That’s right old school. Just like the phone. So joon, old mail phone. We don’t need these things dispense with this. I don’t believe that. Just joking. So there are also some online resource. Is that you like? There are. There are several bass resource is that i like you think for a proactive research. Would you like me to mention if you’ll please detail? One century source might be wealth engine. They actually have a prospect generator tool that you can utilize with their particular service. I like i wave dot com i w a v dot com. They also have the capacity to do some pro active research. They have donor-centric sample where you can put in the name of a specific non-profit or type of non-profit. And lists of donors who gives to those non-profits will will be generated for for you. And you know, you would have to parse the data so that it’s suitable to your particular geography. But, you know, it’s it’s definitely doable news resource is and that’s, something you could do for free. You can go to your the library website dahna and log in using your library. Barcode you know, we’ve talked about that before in previous show using the local library. Yes, yeah, absolutely. So you can tap into the local news. There were statewide news resource is for free through your library link, and then be able to do some research on people who are, you know, named is the who’s who in the community people being honored things of that nature on and perhaps find more people who are interested in your theme newspaper like the u s mail in the phone. These things still exists. Yes, and they’re not expensive. Used them for pete’s sake. I mean, they’re so you know, i don’t know they’re so under thought off is what i’m trying to think of. What about that could even be local foundations right in a in a community may be local family foundations or something. Yeah, so what? You might want to consider doing iss every non-profit organization has the capacity to search a source called guide store, and they can search on their advanced search level, actually for free. Tony ok, a thousand dollar level of service that non-profits concert for free, they’ve agreed to maintain their own non-profit data, which is a win win all around, right? You’re getting a better story about out about your own non-profit and then you also have access to their premium level of search. You and i talked about that that what you would hopefully do is go in and identify more family foundations in your geographic community. Okay, you put in a zip code, you can go out, i believe, about a hundred mile radius from your zip code search for those family found foundations. These are people that have decided they’re going to take philanthropy to a new level, and they’re getting serious about it, and they have decided that they’re going to form a family foundation to filter their giving. Those are excellent prospects to go after pro, actively researching what i usually suggest to a non-profit once you have that list let’s say you identify one hundred new family foundations in your community that you serve that you didn’t realize existed. Take a look at the trustees of that foundation. Circulate the names of those trustees with your board wave your key volunteers. See if anybody has a connection to any of those people trying to make it more of a warm introduction as opposed to a cold introductions. Marie, we have just a minute left before we have to stop. What about business? Resource is like business publications or the chambers of commerce. Chambers of commerce. Their excellent. Most of them will have their membership directory searchable online. Also again, through your library link, you confined businesses. Uh, tailoring your search on a resource called reference yusa. You’ll be able to find businesses and business owners through that particular resource. So i think those could be excellent sources. And not every business is doing terribly these days. So try and take a look at what is doing well and focus your efforts there. Great detail. Thank you very much. Maria. Welcome. Maria simple is the prospect finder you’ll find her at. The prospect finder dot com she’s, our regular monthly prospect research contributor she’s, also the author of panning for gold, find your best donorsearch prospects now been a pleasure having maria on i also want to thank deshele dorsey from changing our world for being a guest today next week. I don’t know it’s gonna be a show from the archives? I haven’t chosen it yet, but there’s a way that you can find out you don’t have to wait until next friday at one p m eastern. When the show starts, you can sign up for our show alert duitz and you could do that on our facebook page. You know where facebook is, then just searched the name of this show and there’s a link there. Tio get our weekly insider email alerts if you like the show while you’re on the facebook page, click that like button and become a fan. You can listen live or archive you’ve been listening live. If you care to listen archive, then you can hear us on itunes. You can subscribe. Listen anytime on your computer smartphone, whatever the listening device you prefer? Not not not those june phones and emails. Are phones and u s mail? This is cutting edge on itunes and you’ll find our itunes paige at non-profit radio dot net. I think i said june three times today that’s xero that’s overkill! Yeah, no that’s not no it’s someone here in the studio janet’s telling newsjacking duvette was not jargon. Everyone knows june it’s common knowledge what jae joon means that’s five times i’ve used it today, june six on twitter. You can follow me. You could follow me on you can follow our hashtag use it wildly. The hashtag is non-profit radio hashtag non-profit radio the creative producer of tony martignetti non-profit radio is claire meyerhoff and our line producer and the owner of talking alternative broadcasting is sam liebowitz. Our social media is by regina walton of organic social media. This is tony martignetti non-profit radio. I hope you’ll be with me next friday one to two p m eastern. You’ll always find us at talking alternative broadcasting, and that is always found at talking alternative dot com. In-kind intake. Dick tooting. Getting thinking things you’re listening to the talking, alternate network you to get you 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 building 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. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you, too? He’ll call us now at to one to seven to one eight, one eight, three that’s two one two, seven to one eight, one eight, three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. Are you fed up with talking points, rhetoric everywhere you turn left or right? Spin ideology no reality, in fact, its ideology over intellect no more it’s time. Join me. Larry shot a neo-sage tuesday nights nine to eleven easter for the ivory tower radio in the ivory tower will discuss what’s important to you society politics, business it’s, provocative talk for the realist and the skeptic who want to know what’s. Really going on? 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I’ll Pick Your Brain & Drop Your List

Photo courtesy of brain malfunction on Flickr

I’ve faced two letdowns recently, from people who “picked my brain” and then thanked me by leaving my email list. Not enough for a trend–and hardly monumental rejections–but they’ve got me thinking.

One gentleman came to a Planned Giving workshop at a local nonprofit support center. He joined my email list, as many do. About a year later he emailed me to ask for help finding an internship that would broaden his fundraising experience. We talked about his interests. I connected him with a former client and he got what he was seeking, with a very well known nonprofit. A few months later he unsubscribed from my list.

More recently, a friend whose business is real estate-related asked me for fundraising advice around a project she was taking on at a charity she’s active with. I counseled her for about an hour-and-a-half on the phone, then gave her feedback on an introduction letter she wrote. This month she unsubscribed from my list.

I think after I willingly helped them for free, the very least they could do is stay on my email list.

When I help someone, I never expect something in return. That is to say, I don’t expect any gain. Nor do I expect a diminution in our relationship.

It’s not exactly an expression of gratitude to unsubscribe.

I’ve got over a thousand committed people on my list and I’m grateful to each of them. They make links trend when I send my weekly radio show alerts; they come out to hear me speak; they come out to my stand-up comedy; they listen to my show and give me constructive feedback. I’m enormously grateful.

It’s not a matter of numbers. It’s a matter of simple courtesy.

Am I being unreasonable? Overly sensitive? I’d be grateful for your constructive feedback.

Thinking Is Underrated

Photo of The Thinker courtesy of marttj on Flickr.

Back in my dark days, when I practiced law and had to account for my time in 6-minute increments,* I regretted that there wasn’t a billing code for “thinking about your case.” To me, thinking was the most valuable contribution an attorney could make to a client’s case. There were billing codes aplenty for writing client correspondence; drafting motion to dismiss; making telephone calls; and appearing in court. The implication was that none of these required thought.

Since then, my days have been clearer and brighter, and I spend a lot of time thinking. I think a lot about relationships: with family and friends, clients, their prospects and donors, the dozen pros who help me do my varied work and the invigorating people I touch as I’m doing it. How to fortify ties. When to undo them. How to finesse a sticky situation. Who can help each other and should be introduced? Who might not work so well together and are better left at risk of meeting by chance?

I think about my time, my business, my stand-up comedy and my future. Much of my thinking time is over vacations and on the subway. Do you have a getaway place where you can devote time to thinking?

If you’re a fundraiser, you’ve got plenty of relationships to think about. You can think if you’re new to a job; lead others; have goals for your life and in your work; don’t have goals in your life and in your work; if you come from a family; if you believe in God; if you don’t; if you want to make the world a better place; if you have compassion; if you don’t. I urge you to devote time to thinking about what moves you.

I come across many bios that claim “passion” for something. I hope the people behind them are thinking strategically about how to turn their passion into fruitful action.

Think actively and consciously! My hope for you is that you’ll find it as wonderfully gratifying as I do.

* A maddening exercise that is detrimental to your health if undertaken for more than 18 minutes.