Tag Archives: non-profits

Nonprofit Radio for June 22, 2011: Gail Perry and Fired-Up Fundraising

Big Nonprofit Ideas for the Other 95%

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This is a repeat of the November 12, 2010 episode of Tony Martignetti Nonprofit Radio.

Tony’s Guest:

Gail Perry, MBA, CFRE, best-selling author of Fired-Up Fundraising: Turn Board Passion into Action (Wiley 2007), and her Passion-Driven Fundraising approach, developed over the past 22 years as a non-profit philanthropy expert, has helped organizations raise hundreds of millions in gifts and support. You can learn more about Gail on her website.

Topic: Fire Up Your Board Fundraising: Gail Perry will reveal proven techniques to motivate your board to step-up to their fundraising responsibilities.

Here’s a link to Gail’s Free Fundraising Tools.

Here is the link to the podcast: 047: Fire Up Your Board Fundraising.


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Treyz dahna welcome to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent if you feel that your non-profit doesn’t get the attention it deserves, maybe in the media or maybe from consultants. You have a home here at tony martignetti non-profit radio, the aptly named host tony martignetti fortunate that i found this show last week, we had techniques to develop your corporate sponsorship strategy remember, my guest was john hicks talking about corporate sponsorship, and we had a review of fund accounting software with shows technology contributor, the editor of non-profit technology news. Scott koegler this week for the hour, fire up your board. Fund-raising i’ll be joined by gail perry gale is a consultant and the author of fired-up fund-raising turned board passion into action. Her book title pretty much says it all, she’s going to share proven techniques to motivate your board to step up to their fund-raising responsibilities gayle’s book is published by wiley, and it is available on amazon scales with us for the hour at about thirty two minutes after the hour on tony’s take too. I’m going to talk about sexism and how it’s being suffered by professional women. I blogged about that this week and also your last chance at a discount to the next-gen charity conference, which is next week in new york city. All that on today’s show. We’re going to take a break. And after that, i’ll be joined by gil perry. Please stay with me getting lending, the wounding e-giving ding, ding, ding ding. You’re listening to the talking alternate network, waiting to get you thinking. E-giving cubine. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics politically expressed. I am montgomery taylor, and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com looking to meet mr and mrs wright, but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. Zoho welcome back to tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I’m joined now by the president of gale perry associates. Gail perry is a consultant and author. As i said earlier, her book is fired-up fund-raising turned board passion into action, published by wiley, available on amazon dot com. Gail is an international speaker on this subject, and she leads her own has led her own consulting firm for over fourteen years. I’m very glad that gale’s practice brings her to the show today. She’s joining us from north carolina? Welcome, gail. How you doing, tony? I’m doing well. Welcome. Welcome to the show. Pleasure to have you. Yeah. Why’s fund-raising important for board members. Well, actually, they they actually own for our big fun before. And many say that they have a very bilich. Although boardmember not agree with gail. I’m goingto interrupt you. I know you’re you’re on you’re on a vonage connection, i think. Is that? Yeah. And it’s breaking up a little bit. Do you have another phone that you can call on and i will do a little a little song and dance while you call him? Okay, please. Do. This is tony martignetti. Let me ok. I was also for my song and dance like this. She cuts me off. We’re just having a little technical problem with trying to get a good connection from gail galley there. Any better? Yes, it sounds better. One. We want to continue with the question why? And you cut me? I didn’t get to do my song and dance. You believe this? Alright, maybe. Maybe later. Notion. Uh, gail, you still there? There. Gail it’s. Beautiful. All right. You know, this is live radio because this wouldn’t happen otherwise. Let’s, take a look at tony’s. Take two at aa. Seven minutes after the hour instead of thirty two minutes after the hour. Do we have freddie? Do we have gale back? No, we don’t have gale back. Freddie will let me know. Um, the subject that i blogged about this week actually is sexism buy-in not only in the office, but generally in the office and outside the office suffered by professional women. The story that i told took place in a bar i was with a professional colleague was a networking dinner. Um and to rather boorish married guys intervened while i was in the men’s room and came back to find them harassing might be a little strong, but harassing might actually be appropriate. I’m not sure the woman that i was having the meeting with we had to sit at the bar because there weren’t any table reservations available. You can see the whole story on my block at m p g a d v dot com, and it actually has garnered some comments from women and men. The women are telling stories about their own situations, how they might be marginalized in an office that they actually working, but they’re there they lied, but their clients don’t recognize them is the leader, and another story was about a woman who was afraid teo actually stopped wearing dresses in the office because of comments that were made. Another story was from then you adjunct professor, the university wasn’t giving him enough office space or professor or classroom space. He had to run his classes from his home, and he relates how one of the female students was so uncomfortable with that idea that they that she un enrolled from the program from from his class so that’s all on my block. Um, the other thing that i wanted to take a few seconds to talk about on tony’s take two much earlier than anticipated is the next-gen charity conference, and that is coming up next week. I’ll be speaking on friday about social media and planned giving, and you can have a twenty percent discount to that unconference on my block. Go to the block, looked for that post, and you click the link to a twenty percent off discount on the nextgencharity conference. We have gale back, but we’re going to take this break. I’ll be joined by gail perry. After this break, please stay with me. Yeah, you’re listening to the talking alternative network. Duitz 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. 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 two one two nine six, four, three five zero two for a free consultation. That’s lawrence h bloom, too. One, two, nine, six, four, three, five zero two. We make people happy. Krauz 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. Yeah. Durney welcome back to live radio, tony martignetti non-profit radio that last commercial by larry bloom. He says we make people happy. His show is the divorce our i know the show makes him happy, i think it’s it’s catharsis, cathartic radio for larry bloom. I know that very heartfelt, very tender radio. You can listen to his show the hour preceding mine. I’m joined now by gail perry. Our subject is fired-up you’re bored fund-raising gail, you’re with us, right? Okay, excellent. Much, much better. And let’s go to that first question. Why? Is fund-raising important for board members? Gale? Well, boardmember have such a responsibility to make sure the organization is successful. But the problem is that many organs many boardmember zehr not enlisted a recruited on dh, told when they’re recruited that their job is fund-raising so at the outset, they should be told they should be told and it doesn’t happen. I think that non-profits or embarrassed to ask him or afraid to bring it up. And i think it backfired terribly because then the champ wants the board to helping fund-raising in the board. Says what? What do you what do you know? What about yes. You know, the chronicle of philanthropy just yesterday in the online edition, had an article about the frustrations among non-profits that board members don’t step up to this important obligation. And on the side bar, there were four articles going back to, i think nineteen, ninety seven since then, and all of them had the headline’s something like non-profit boardmember sze don’t step up to their responsibilities, and here was basically that four or five maybe articles since i think nineteen, ninety seven, i know this is an enormous area of frustration for non-profits yeah, it is, but the problem is that i think i think non-profits bear a lot of the blame because i think i think, frankly, i think their expectations are way too high. You can’t expect untrained volunteers to be successful in fund-raising when they’ve never done it before, and they may not have the personality for it, frankly, i don’t want on that boardmember there soliciting because they wouldn’t be good at it. You probably have to clean up. Okay, we’re gonna talk about that later on. But what other roles there are around fund-raising besides soliciting, but so you think you think the responsibility. Lies with the non-profit wants a little more about that. Yeah, there’s a there’s, a sinus flandez says, we all get the boards we deserve, and that means that the more time and energy you spend on your board, the more you get out of him. Um, and i think that non-profit leaders need to take take a leadership wrong with their board and give them training and talk to them about expectations and talk to them about, um, what it is that the job of the board members is to do because so many boardmember don’t know, and i frankly, frankly, i think a lot of people who served on boards are very well meaning people, and they want to do a good job, but you got to tell him what you need. Yeah, that’s always that’s always the case, they’re passionate about the mission, and i know part of your messages toe unleash that passion, we’ll get to that, but they’re always passionate about otherwise they would have turned you down, you know? You know, they care, but you’ve got to figure out a way to make it easy for him and make it fun for me and what are some of the challenges that that are either organizational or personal to board members? Well, you know, for one thing, they don’t know anything about fund-raising they be racking? I think it’s unreasonable to assume that somebody can do a great job when they when they’re totally untrue ride and i’m a battle that weary, hardened veteran of twenty five years and fund-raising and i’m very comfortable with that. I got his sessions, i write articles in conferences, i understand the techniques in the technology, so one of the rules is they don’t understand it at all. I think four members think that fund-raising is all about asking for money, and we all know that that’s not particularly good fund-raising because good fund-raising is much more of a cultivation process in the relationship driven process, but if boardmember think it’s all about asking and it’s all about money, then they freeze, you know, from from opera started about think fund-raising is about changing the world and helping children and helping the environment and all the things that you’re raising money for, and the board members get stuck in this mythology of what they think fund-raising years and they make it into this horrible yucky, embarrassing, um, tacky poor manners, you know, they made it back-up all sorts of myths about it, but when you do it right, it’s a really joyful experience and your matching donors with causes that mythology often is carried on by the organization. Yeah, you know, i think i think i think fundrasing got a bad rap all around because a lot of people are nervous about it and they don’t they don’t understand it, they don’t know how to do it well, and and it does take a special skill set really does. What about the the meetings that board members are attending and they’d be used for your laughing looking she’s, laughing at me on my own show? You believe this? I know you. I know you’re laughing question, um, adult light board meeting. You don’t think that board meetings are boring, and i think the board members would tell you that they’re boring and i would say to you, if you have boring meetings, what kind of a board and you gonna have a board board? Uh, and if you have a board board, i don’t think they’re going to take action and fundrasing so it’s very important that we make boardmember into a cheerleading session and a and a exciting motivational experience now, that’s interesting sometimes, you know, something called a cheerleading session is used majority of lee, but obviously you don’t mean that. How would you turn boardmember into a cheerleading session? Well, you know, i think it’s gotta have some excitement of passion to it. I think the leadership has got to be passionate and excited. I think you’ve got to talk about important issues. You’ve got a door way shit boardmember time with crap. Excuse me. You know, um, thank you. You bring in testimonials from people who who, uh, who are being helped by your organization. I mean, just last night i was doing aboard retreat with our local women’s center, and i asked the director to tell us a story of something that had touched her heart recently. And she said she told the story of this woman who had two children, preschool children, small ones. Her husband lost his job and he abandoned the family. And she was that her last resort. She didn’t know what to do. She was going to get evicted. From her apartment, she has no money. She had nothing. Two small short. It had never worked outside the home. And when gene, the director of the women’s center, told her that that the women’s center could help her with her rent for a couple months. So she got herself established. The lady burst into tears and gene in telling the story last night she cried, had a blower nose and and, you know, it was in front of all the board members and the board members really got it about how important their work. Wass and it was a very touching and motivational. It was probably the most touching moment i experienced all weekend work. Yeah. That’s. An outstanding story. And and in a in a board meeting. And what was the reaction to board members? Could you see any? Oh, yeah. Physical reaction. Thank you, teo. Right. They could feel the energy. I think a lot about energy. I think that energy probably maybe is the basis of all this stuff. Let’s talk a little more about that because you think about it a lot. What do you mean about energy? You know, do you let me give you a little example? Do you have a friend whose energy is like the cold, clammy kitchen sink? You know what has been friday night with them, right? But do you have a friend whose energies like the warm sunshine and you want to spend time with them and one of my great fund-raising mottoes is winding down, throw a party because what if you could make what you’re doing fun? You attract people tio and four meetings air fun if the board members enjoy getting together, if, um if they if you could make your boar biddies into a party and let people enjoy themselves, you attract more people to your cause. And if you’re having a fund-raising of yet turned that into a party and you will bring me more money. There’s a whole lot of this attitude about, uh, being gregarious and being i mean, you changed the world by expanding your energy and influencing other people. And if boardmember zehr embarrassed about fund-raising and embarrassed about, quote, hitting up somebody or something, their energy is going to be like the clothes cold, clammy kitchen sink. So i gotta get four members away from their myths about fund-raising being yucky and get him pointed toward maybe. Friendraising. So they could be excited about what they’re doing and really inspired about the work. And and there are other activities which we’ll talk about that that are appropriate around fund-raising. It’s interesting that, um, uh, act of fund-raising can be seen as yucky and clammy and dirty and embarrassing and begging, even which is a very based form of human actions or the same action at same activity fund-raising can be seen is one of the most powerful shining examples of compassion and human. Yes, i’m talking with gail perry she’s, a consultant and author of the president of gale perry associates, and her book is fired-up fund-raising turn board passion into action. Gail, aside from the’s very poignant testimonials at meetings, how else can can we in live in this thiss passion? Well, i like, i’d like to ask for members by the care. What do you mean, just go around the table and ask or, you mean, write it out? How logistically detail, how would we do that? Development director for hospice tried the question with her group this way, she said to our board members, and they were very stiff bunch of immune who didn’t like they thought their job is to manage money, not to raise it, you know, that kind of people, and she went around the table and she said, tell me what legacy you’d like to leave from serving on sport right there went around the table. Whoa. And he said you would have thought i’d open the floodgate. She said she had never seen such emotion in such passion in these people. And she said i was a sea change way have a meeting she had had with these people in three years in a again a very telling story, gale, we actually we have a call, and i haven’t even said the number. Look at this. If you’d like to talk to gail are calling number is eight. Seven seven, four, eight, zero for one, two, zero, eight, seven, seven. Forty xero for one to zero and we have a caller. What is your name, please? Hi. My name is marion marion. Hi. Welcome to the show. Thank you very much. What’s your question for gail might. My question is, what are boardmember sze? We’ve made the mistake. Scale is already, uh, discussed in terms of we didn’t pre educate them about the fund-raising aspect. Um, i guess going forward, you know, live and learn. How do we go forward in picking board members? How do we screen them and educate? Them before we picked them that this is going to be part of their job duty. And also does she have any ideas in terms of resources that we could use to get people over this hump of feeling like fund-raising is yucky because i agree with friendraising actually, maybe the goal is to ask those friends for money, and how do we educate our boardmember appropriately, barry and i’m going to ask youto take the answer off off off line on the air because you’re breaking up a little bit, but we have your questions. Thank you very much for calling again the number again. The number to call is eight seven seven for eight xero for one to xero gale, what about the marin’s? First question on on screening board members? Yes, well, let me give you an example. I’m chair of the board governance committee for statewide boarding here in north carolina, and we were literally a fund-raising board and we have changed our mission to write be much more specific about fund-raising and it’s, my job to be the rude i’m sorry, it’s, my job to be in charge of the boardmember recruitment process? Not surprised. And so we’ve had people in action all over the state all year and, you know, feel feeling and potential boardmember and i have gotten off the phone with thes women that we’re enlisting, and i said, listen, i just want to go over with you, the expectations, and i don’t you to be surprised i said the really number one job of boardmember xyz to be leaders in their local fund-raising event in their local town, and do you have any problem with calling people for sponsorships and blah, blah, blah and very explicit to him? And they usually say, no, i’m happy to do that, and then i say and, you know, i just want to let you know that most of the board members almost all of us are contributing at the thousand dollar level is trailblazers, and i don’t want you to be surprised about that either. And do you think that’s, something you could consider and the people i talked to said, yeah, i think i can consider that so it’s been it’s been amazing? That has been so easy for me to talk about it because it can be embarrassing, but somehow i’m not the person who enlisted them, i’m sort of like the policeman to screen them before they come on the board because they want to be accepted into this group of very high powered women, and they don’t want any surprises, and so they’re pretty grateful for the for the conversation with me, and they’re really what about putting these expectations in writing nothing that’s very helpful. So after you’ve gotten their verbal but there’s, nothing there a lot of organizations that have lots of written expectations that board members have signed and nothing’s happened. Yeah, well, ok, of course, that the writings need to be enforced mohr essential than the riding it out. Okay, think about it because you gotta oddball people or get him on the phone and very direct because people don’t read stuff anyway. All right, well, but so are you suggesting a conversation and then something in writing? Onda writing, of course, needs to be enforced. Yeah, yeah, you know, people don’t enforce stuff going just although i do know a couple of boards that they give their boardmember xero sort of a report card at their place and every board meeting about where they stand. On their commitment. Yeah, well, i think we’re going to talk later. That’s a wonderful idea. We’re going to talk later in life. We’re going to talk later in the hour about self assessment in just a minute, we have left before a break. Gale, can you share with our caller the sum of the second question? Cem resource is for making fund-raising more appealing, you know? And if i could suggest a my website gai o perry dot com, i have a ton of articles, uninspiring board members and lots of different techniques buy-in conversations to stage with them to help them change their attitude about fund-raising i think you need to have a frank fear of convert xero fund-raising conversations, um, and that i think that’s very healthy and what you call it cleansing moment, so let him throw up about it. Uh, and then you’ve gotta have a conversation about abundance versus scarcity and about the importance of optimism and the connection to their passion and then friend making such a big deal. Uh, because, frankly, i held my speak all over the country on this, and i’ll tell everybody i would rather have a friend to my cause than a donor. Excellent. Gail, we’re going to take a break. Those resources are available at gail perry dot com, and you’ll also find a link to those resources, which are which are excellent. I was through them on my block it mpg devi dot com under the show today’s show post. We’re going to take a break after the break, of course, gail parry stays with us and hope you do, too. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed hi and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Buy-in hey, all you crazy listeners looking to boost your business? Why not advertise on talking alternative with very reasonable rates? Interested simply email at info at talking alternative dot com. Yeah. Durney yeah. Welcome back to tony martignetti non-profit radio. Big non-profit ideas for the other ninety five percent. My guest is gail perry, the author of fired-up fund-raising turned board passion into action that is published by wiley and available at amazon. Gail, you left with a very interesting sort of ah, phrase. Repeat that for us and let’s let’s. Think about that friend making. I know what i said. I said i would rather have a friend to my cause than a donor rather have a friend than a donor. And people are shocked when i say that it’s a little more about the reason is that i ask everybody, what will a friend do for you? You know, and friends to your cause will do everything in the world, including give money. And so maybe we do need to change our fund-raising in the friend making. Because if you make friends out of your donors and bring them much more deeply into the cause and get them really involved, then they’ll stick with you for the long run. And we have a terrible problem in fund-raising ofwhat we call donorsearch trish in which is, of course, the fact that donors give once, and then they slip away or give twice and they don’t stick around. I mean, tony, do you know that statistics for donor attrition? And i do not know them. But before you, before you cite wth, um, i do know that it’s it costs a lot more time and money to find a new donor than it does to treat well and retain an existing donor. You know, i was reading some statistic. They said it was. It cost ten times more to get a new donor or a new customer for business than it does to retain one on one of those attrition way, halling statistic is that across the board, the probability that i will make a second gift, your organization, after i made the first one, is only fifty percent at really that’s the high fifty percent, really some other studies cited even lower than that. And so i would say that non-profits are failing miserably a customer service and donorsearch ofhis um, so therefore, maybe maybe maybe we do need to focus on our current donors and love him a lot and involving more daily rather than going out and beating our heads against the wall in the much harder work bringing. And of course, every organization is going to have their own statistic, which they certainly should be tracking their own. Their own donor, tricia. Well, they ought to be, i think, tracking their own donor attrition on dh if they find that number to be hi, that percentage to be hi. What what can they be doing, teo? To reduce that to reduce the attrition? Got lots of things they could do you that wee hollow howell movement in fund-raising called donor-centric fund-raising. In fact, there was just a twitter chat on that topic that i was following a little while ago. Um, donor-centric fund-raising means that you are thinking about your donor rather than yourself all the time. And you communicate with your donor frequently with cheerful news about the results that you’ve achieved in the world with their gift. And you do everything you can to make the donor feel passionate and connected. You invite, um, two special things. You send them special mailings. You you did not, uh, meaningful information about what you’re doing does not include a boring newsletter because studies show that most donors fund that non-profit newsletters are boring and they don’t read. Um and, you know, somewhere some organizations have what they call a donor appreciation of the if something signs boring, that’s fine sporting, i’d rather go to a barbecue. Some eyes have to settle, celebrate the donors, but not to a donor appreciation of. So i think non-profits need to think a lot more entrepreneurially about what donorsearch customer service really looks like and be creative with whatever the organization does in terms of programming to bring violent, bring donors so programming communications well, thank you. Statistics show that the the phone call thank you probably is the most powerful to keep a donor giving in connected and i think one of the best ways well, i don’t know. Ah, great way for donors for board members to be involved. Eyes making those thank you calls. I have some clients who do that. Others don’t but just a simple just called to say thank you not to ask for anything more, not even to invite you, but just to say thank you, right and healthy. Burke is the great canadian researcher has done a study after study own the statistical results. Of what happens when boardmember say thank you and in a very, uh make a phone call to say thank you. And her very first study that she’s repeated over and over with many different sides organizations here’s the first study, it’s amazing. She was working with the canadian paraplegic association, and they were doing a phone mail campaign all across canada, and the average gift of the campaign was twenty six dollars. And she did a test and had the board members make a thankyou phone call within twenty four hours after the gift was received to one out of every ten donors on that big campaign. So they they made their phone calls. The boardmember had a great time. They enjoyed it. It was theory. Well orchestrated. It’s been five months later, they re solicited both group, the group that hadn’t gotten a phone call and the groups that had gotten a phone call. And so guess how much muchmore money? The people who were phone called game i don’t know, did a double thirty nine percent there, nine percent more from the ten percent so here’s proof that boardmember can directly impact the bottom line and fund-raising without having to ask for money, right? And that’s what we alluded to earlier it’s not it’s, not all about asking on so that’s that’s what all of my message is all about, and i think border treats around the country and i’m very popular with boards because i give them easy ways to make a difference and fund-raising that don’t involve asking, so they like me and also try to turn the retreat into a party and they like that. Yes, well, you’re very popular with tony martignetti non-profit radio, but we got to call you before i had announced the phone number to call. Well, little tweet out a minute ago, you know, thereby calling look that she’s tweeting while she’s talking to me on the phone. Now, what about that previous guest? I had alice march, the attention factor and that’s that’s not good practice non-cash i’m sure you did it on a break. I actually did it on a break, but the number to call if you do want to talk to my guest. Gail perry is eight, seven seven for eight xero for one, two zero, eight, seven, seven for eight xero for one to zero and gail is the author of fired-up fund-raising turned board passion into action. What else? Gail, besides the simple and the thing that something that everybody would love to do besides those simple and pleasant thank you phone calls, how else can we engage board members? That is not a direct solicitation. Well, one of the when i was writing about, i interviewed a lot of the second directors and one one person just said something so tellingly, she said, if i could just get my board members open doors, that that would make my make my life so much easier. But they are embarrassed about opening doors, and they think it’s all about money, and they won’t do it. And so let’s, let’s give some thought about how boardmember can open doors in a way that is easy for them and playful and fun, and is like throwing all their friends onto the bandwagon rather than being stiff and awkward because, you know, i like i like the metaphor of a bandwagon until boardmember that everybody they know, especially their family and close friends, needs to know that they are very excited about thiscause and they spend a lot of time on this call and until i tell boardmember that, you know, you’re familiar with the concept, of course of barrel marketing and the notion that ideas are viruses and they spread and so tell boardmember they need to be sneijder’s everywhere they go, they need to be sneezing on everybody, you know, to spread a cunt contagious epidemic of happy news about the work that they’re organizations doing to make the world a different place, a better place. So that’s just asking them remember, laugh if they might back-up thinking they understand the concept of sneezing on everybody, they know they can do that. So we have to we have to in order to help them sneeze properly. The i have found out that board members don’t know what to say. If you really think about the good book, they don’t know what to say and that even boardmember have come to me and they say i wouldn’t have a chance to talk to somebody what i talk about, wait before we talk about what it is you want them to say, who is that they should be talking to? Well, sneezing on who they need every boardmember even if they say they don’t know any quote, wealthy people include every boardmember has relationship that can help forward their organization. It might be with a church, group or club, or a foundation or corporation. Or maybe they’re wealthy. And what about their co workers? Well, their coworkers, too, although sometimes co workers. Is your employee anyway? Sometimes that can be a little touchy. However many businesses adopt causes for their employees to get involved in. Okay, that is part of a team building so it’s, very broad, mostly personal relationships, personal networks, and this is this’s country back-up all the special network that any one person has. I mean, i’ve got my hairdresser, i’ve got my dry cleaner, you know, i’ve got my extended family, which is very large professional friend, social friends, you know, most of these people know that i’m wildly passionate about a couple of causes and that they’re always invited right now your advice is your advice, gail, is gail dellaccio matter that’s why they went down to a party it’s a matter of getting boardmember into a different spirit about their cause, okay, but what should they be? What should they specific find a spirit of inviting people on a spirit of sneezing everywhere, talking about it and not being afraid or embarrassed about talking? And what should they be saying, gale? What specifically? Well, you know, like the women’s center last night we talked about we did a little bit of messaging. We did it, we did a mingle exercise, and i asked everybody in the room to get up out of his chair and find another boardmember and just tell him why they care so on, and we did that three different times, they find three different boardmember zor four different board members and just shared a conversation that while they cared, and so i think, what a boardmember should talk about what i think here about the organization because that is an impact statement it’s not specific, it usually doesn’t have programs and services and data, and it has an emotional story that comes from the heart. Give us an example of a statement like that. Well, i believe in the women’s center because one of all right, i’m involved this organization on the passion about, i think, politics for hobby and it’s a pack and, you know, i’m of active democrat and also it’s not all fun raisers to be active in any politically and either side, because it’s good it’s good, it helps your fund-raising and multiple levels, so i’m passionate about the democratic collison electing women office, and i just believe that when mohr women are in the general assembly of north carolina, we have better laws for children, for victims, for the environment, and women deserve the voice and they need the voice. And so that’s my personal opinion about why i think my organisation is important, and so the women they’re people, they could say, you know, i’m just so worried because these these homeless women and children are the most fragile people in our society, and they’re right in our backyard, and it breaks my heart to see him, and we really need some help and it’s an ideal way of opening a conversation about the organization that you’re so passionate about and bringing more friends to it that’s the whole objective and, you know it say, boardmember don’t have to have a big speech prepared, right? They could just talk about their own personal opinion about what’s important, and they could do that because they’re not going to forget that they might forget the mission statement in the three million marketing messages, but they’ll remember why they care, you know, what’s another way, way, actually, before we move on to the other additional ways i do wantto put a disclaimer in that gale’s evidence of me, i mean, advice of sneezing is contrary to the centers for disease control recommendations that your sneeze into your elbow that is not she does not want you to seize a terrible shoretz you sneeze openly broadly and the b aerosol ing your good message throughout the subways and your community do not sneeze into your elbow. Gail, how else again? Thiss to me, i think, is the crux of our whole conversation, ways specific ways that board members can be engaged. That is not a solicitation. How else? Alright, now two of my favorite ways our host tours and host small social, i think it’s just a thing your temple non-profit if every single boardmember hosted on event in their homes, just introduce their friends to the cause no soliciting just introduced him just think what networks your organization would open forth for the future boardmember for example, we had a new director of the carolina ballet here in north carolina and almost like a ballet boardmember and i had a porch party to invite introduce people to the new artistic director, and it was way had about twenty people who came and forty people invited, and you have a very big porch. Yeah, well, having a big old southern front porch, i have a lot of parties here in new york city. We have a balcony. Party would be a boardmember in the executive director squeezed onto a balcony. It’s about fourteen inches wide deep. But that’s that’s only applies here. Wait, we have a national audience listening, right? Not just new york. We certainly do, in fact, that if a porch party really goes over well in texas and some about the places that work, um, but from that porch party, the ballet got eventually a wonderful new boardmember and a major donor. And it was the first time these people had been introduced to the ballet and as the boardmember didn’t have to do anything. All i had to do was have a little party until everybody, they needed to meet this hot new gun town. So it’s, very easy. And it was i wasn’t very one self conscious are anything. See, the problem is that boardmember think it’s all about money. They’re not going to do it because their energies going to clam up and they’re going to feel self conscious and awkward, and they’re going to back away it’s, not about money, it’s, about introductions, right about making friends friends, because even if people can’t give, they may have other relationships they can offer that can open doors. And, you know, if you think about the vast possible network that your organization could make use of it’s better, it’s, good to think. In a very broad, we have to take a break. My guest is gail perry, the author of fired-up fund-raising turned board passion into action. Take this break, please stay with us getting linking, the ending, the ending, you’re listening to the talking alternative network e-giving. Thank you. Cubine. Looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. This is tony martignetti aptly named host of tony martignetti non-profit radio big non-profit ideas for the other ninety five percent technology fund-raising compliance, social media, small and medium non-profits have needs in all these areas. My guests are expert in all these areas and mohr. Tony martignetti non-profit radio friday’s one to two eastern on talking alternative broadcast 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. No. Durney welcome back to the show. I’m joined by gail perry. Gale let’s, let’s. Spend our remaining minutes talking about let’s. Get at least just one more idea. How boardmember sze khun do something fund-raising related. That’s not a direct solicitation. Yeah, something else that i find very helpful. I call it the v i p prospect game. I always like to make everything into a game for boardmember because it sounds a little bit more interesting and fun. And you’re gonna explain what the viper prospect game is, right? Okay, no jargon jail today? Yeah, here’s the thing the issue i’m tackling is that board staff always asked the board over and over for names of people and everybody boardmember every boardmember starts to give ten names san and boardmember won’t do it because they don’t know what’s gonna happen to these people after they name has turned our turn in but what i do as i tell everybody to take out a sheet of paper that they do not have to turn in and just think for a minute, see if they could make a list of up to ten people who could catapult your organization to a whole new level catapult. And i’m not talking about messing around and, uh, and then i’m quite i give about five minutes and our mind and that these three people could be representative of corporation shin. They could be a state attorneys. They could be government agencies are elected officials. They could be individuals, corporations, foundations, you name it. Close social club. Um, and i try to broaden the basis for the board members to consider all the possibilities of relationships they have. They could catapult their organization. And so i give them practice creating a prospect list and thinking about this without being self conscious, that they have to turn in the name. And then the step one step two is that i asked them to turn to the person next to them and just discuss one of the names on one of their lives. Uh, so what i’m doing that there is giving them practice moving from prospect identification to actually considering strategy and it’s, a low key, low pressure exercise that help support members get them warmed up to the whole idea of thinking big talking about specific individuals and then moving to strategy of high weekend, um open the door and cultivate a deeper relationship with this entity or this person and what i do after the exercises that i try to create a viper task force committee and of the board members to need after the retreat because we usually do this in a retreat for man need after the retreat and come up with the prospect lift and the staff is going yes, yes, thank you, thank you, thank you, because the staff has been trying to get the board members to do this forever, but the way they were being approached made the board members feel uncomfortable and and the board members would back away. So again, you know, master, a playful, lighthearted approach to a topic that can be very scary for people has been helpful. Yeah, we just have about two minutes left. What about board members that aren’t going to jump on board with this? They’re they’re just so let’s call them just difficult board members, they’re not coming on board with these with these ideas. How do we manage those? Well, you know, i started managing my expectations. Um i think it any board you’re gonna have a handful of people who are dead weight and if you beat yourself up about trying to get these people at, you’ll kill yourself. I just been tryingto tryto keep him quiet on and hope they don’t cause any disruption, and then i’ll pull out my term limits to make sure that we can rotate them off the board. Yes, written term limits, which also need to be enforced absolutely latto don’t okay, what if eso you you’re really so your advice is just bide your time until the term limit ends, and it could be in the beginning of their term? Well, you know, i think i have a friend who was is in the second director here when he had boardmember who weren’t showing up for doing what they needed to do, he would go meet with him, and he would say, you know, is there another way you would like to be involved with our organization or serve our cause? Because since you can’t quite do the boardmember job well, and i would say that, and he said they were relieved because they were feeling guilty. Yes, they felt guilty and didn’t want to let the organization down on and also, i think pierre pressure is a huge motivational factor because nobody wants to look embarrassed in front of their peers. Everybody wants to do come to that board meeting prepared and having done their list that they said they would do. So i find pierre pressure very, very helpful. And so you have to board meetings, have to praise the people who are performing, and you have to honor and recognize them. And i think i think it’s all about motivation and team building. Yeah, we have to leave it there. I’m sorry. Our time is up. My guest has been gail perry, consultant as president of gale perry associates and author of fired-up fund-raising published by widely available on amazon piela one. Thank you very much for being on the show. Thank you. Yeah, and remind people that my web site is gail perry dot com and their lots of articles on resource is there that you can? All right. Thank you very much. Ok. Bye, gail. Next week. Bountiful bequest. That’s. Why you should start your planned giving program with bequests and how to do it. My guest will be susan dame green and also next week. Thrift shops, ops. Should your non-profit have a thrift shop as a source of revenue? What are the implications of doing that, and how do you get started? I’ll be joined by shevawn weber, who has a lot of experience working in thrift shops and managing them. You can get our insider alerts aboutthe show and see where my live appearances are on our facebook page. That’s ah, tony martignetti non-profit radio on facebook. Dot com, the creative producer of tony martignetti non-profit radio is claire meyerhoff, the owner of talking alternative broadcasting, his sam liebowitz. Today, we have a guest line producer. I’m grateful for his help. Freddie fuko. Social media is by regina walton of organic social media. This is tony martignetti non-profit radio. Join us next friday, one p m eastern here at talking alternative dot com. Durney e-giving didn’t think dick tooting good ending things. You’re listening to the talking alternate network to get you thinking. E-giving looking to meet mr and mrs wright but still haven’t found the one i want to make your car relationship as fulfilling as possible. Then please join us starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more start your week off with love in the morning with marnie alison on talking alternative dot com. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com way. Look forward to serving you. You’re listening to talking on their network at www dot talking alternative dot com now broadcasting twenty four hours a day. 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. 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. Oppcoll talking.

IRS Tells Us What ‘Good Governance’ Means, Part Uno

Photo courtesy of alykat on Flickr.

We hear this language all the time in charity circles:

 

  • governance
  • accountability
  • transparency
  • board responsibilities
  • conflict of interest
  • whistleblower protection
  • executive compensation
  • document retention

… and other words and phrases in the nonprofit lexicon. What do they mean to the federal agency that reviews public charities when they apply for tax-exempt designation and again every year when most file an information return?

The most comprehensive (read “burdensome”) of the returns, form 990, asks lots of questions about whether policies are in place, but doesn’t (and shouldn’t) provide any detail as to what the expectations are around these arcane concepts.

If only we could agree on what the practices mean.

I found this gem on the IRS website, “Governance and Related Topics – 501(c)(3) Organizations,” that makes it pretty clear what the agency is looking for. (It’s from February 2008, but these definitions don’t change much.) The Internal Revenue Code does not require documentation or detailed policies in these areas.

But–big but–IRS believes, “A charity that has . . .a knowledgeable and committed governing body and management team, and sound management practices is more likely to operate effectively and consistent with tax law requirements.”(page 1)

That explains the Service’s opinion of the relationship between good governance and tax code compliance, and their interest in the former. So what do these things mean?

Good Governance. This is the broad category. It means having in place “policies relating to executive compensation, conflicts of interest, investments, fundraising, documenting governance decisions, document retention and destruction, and whistleblower claims.” (page 3)

Executive Compensation. You pay reasonable compensation for services rendered. Pay is determined by people knowledgeable about compensation practices and financially uninterested in the levels set. (page 3)

Conflicts of Interest. The Service “encourages a charity’s board of directors to adopt and regularly evaluate a written conflict of interest policy that requires directors and staff to act solely in the interests of the charity without regard for personal interests . . .” You set up the policy and monitor compliance. (page 4)

There is considerably more detail at the page references I’ve given you. Read the document and consult your legal counsel. Do not construe this post as legal advice. It isn’t.

Over the next few weeks I’ll take on additional governance topics from this informative IRS paper.

There are expert attorneys much more knowledgeable than me in the legal requirements for running your nonprofit. I suggest you pay attention to Carter Ellis and Gene Takagi. Gene and his colleague Emily Chan will be regular legal contributors to Tony Martignetti Nonprofit Radio starting in July. I’m sure we’ll talk a lot about governance.

Nonprofit Radio for June 17, 2011: Giving USA Data Integrity & Google for Nonprofits

Big Nonprofit Ideas for the Other 95%

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

Tony’s Guests:

Features editor for The Chronicle of Philanthropy, Holly talks about her coverage of possible shortcomings in Giving USA’s research methods that led to rosier-than-reality estimates of 2009 giving in last year’s report. She tells us what she and others are looking for in this year’s report on 2010 giving. My interview with her was recorded before the 2010 report was released.
 
 

Scott Koegler, editor, Nonprofit Technology News. Scott, our regular tech contributor and the editor of Nonprofit Technology News tells me what Google for Nonprofits offers, how to qualify and why it saves your office money. But, there are caveats.
 

 

Here is the link to the podcast: 046: Giving USA Data Integrity & Google for Nonprofits


 

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Here is a link to the podcast: 046: Giving USA Data Integrity & Google for Nonprofits
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Welcome to the show. I’m your aptly named host, and this is tony martignetti non-profit radio big non-profit ideas for the other ninety five percent. I hope you recall last week i had larry sharpe, we were talking about smart sales training strategies to kick start your fund-raising larry is the director of neo-sage, and he transformed corporate sales lessons into savvy and easy non-profit fund-raising ideas for us. This week, a conversation with holly hall she is features editor at the chronicle of philanthropy will talk about e-giving yusa what some shortcomings may have been in their research in the past, and what she’s looking for when new numbers come out that are expected this week and also some predictions forgiving this year, which is looking up also, scott koegler joins me google for non-profits the editor of non-profit technology news and our regular tech contributor explains what’s offered by this program and how it will help you work smarter and save a lot of money. But there are some caveats about working in the google cloud on tony’s take, too. I’ll talk about the irs auto revocation list it’s out and what if you’re on it and want? To get off it, i blogged about it this week, and we’ll talk about it on tony’s. Take two, all of that, this show, we’ll take a break right now. Then i’ll be joined by holly hall. Stay with me. You’re listening to the talking alternative network. Are you suffering from aches and pains? Has traditional medicine let you down? Are you tired of taking toxic medications, then come to the double diamond wellness center and learn how our natural methods can help you to hell? Call us now at to one to seven to one eight, one eight three that’s to one to seven to one eight one eight three or find us on the web at www dot double diamond wellness dot com. We look forward to serving you. Is your marriage in trouble? Are you considering divorce? Hello, i’m lawrence bloom, a family law attorney in new york and new jersey. No one is happier than the day their divorce is final. My firm can help you. We take the nasty out of the divorce process and make people happy. Police call us ed to one, two, nine, six, four three five zero two for a free consultation. That’s lawrence h bloom two, one, two, nine, six, four, three five zero two. We make people happy. Hyre xero. 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 big non-profit ideas for the other ninety five percent with me now is holly hol. Holly is features editor for the chronicle of philanthropy. We’re going to talk about giving us a numbers that are expected this week, just so you understand we are recording on tuesday. You’re going to hear this show on friday, june seventeenth, the numbers are expected to come out actually today, which will be tuesday. So we’re doing a little bit of predicting, but mostly we’re going to be looking at the past and seeing what we expect for the numbers that do come out or certainly are expected to come out this week. Holly hall, welcome, thanks for having me, tony pleasure to have you ah, last year, this time last year, in june of two thousand ten, you were questioning some of the conclusions about two thousand nine fund-raising before we get into those questions about the two thousand nine fund-raising why don’t you just explain what e-giving yusa is for people who may not be aware of the report? E-giving usa is the annual tally of all philanthropic giving from individuals, foundations and corporations to american charities and it’s it’s, conducted by the center on philanthropy at indiana university and commissioned by an organization of fund-raising consultant that’s e-giving yusa. Right, well, the giving e-giving institute, right? Okay. And to be fair, it is an estimate. Isn’t that right? Okay, and then they get further information when iris numbers come out later, but but we’ll get to that. Okay, so this time last year, there were some questions about specifically about the individual giving Numbers in 2009 can you explain what your concerns were? Well, individuals make up the lion’s share of all charitable donations, right? About seventy five percent, right? Correct. And giving us, they found that individuals contributed more than two hundred twenty seven million um in two thousand nine, which was about the same as two thousand eight. And we kind of question that because we’re calling around the country and finding that charities were struggling, and other studies also showed a big drop in giving. Okay? And we’ll shortly. We’ll talk about some of those other studies were but so giving us a showed pretty much flat Numbers from 20082 two thousand nine. But that wasn’t what you were hearing from. The non-profit community and seeing in research, other research. That’s correct. Okay, these numbers are are pretty significant for non-profits. How do how do you hear that? Organisations used the e-giving yusa data. Um, there’s sort of a benchmarking that that some organizations will use teo haserot progress and to set goals for the coming year. Um, the numbers provide a breakdown by caused areas. So education, health, religion, etcetera. Okay. And so non-profits air, you know, looking at those toe evaluate whether there in the in the field where they should be all right. Okay. Actually, i just want to clarify i think you said two hundred twenty seven million from individuals, but that would have been two hundred twenty seven billion. You’re absolutely right. I’m sorry. No problem. No problem. It’s. Easier in print, because then you can you can go back. Okay. Um, the, uh the finding was puzzling to not only you but other people is well, who just we’re not seeing flat giving from away toe nine. Yes, it kind of, you know, we’re oh, nine. Remember was the absolute depths of the recession? So many groups who are feeling the pain and that’s what? You’re hearing and but e-giving yusa wasn’t really reflecting that. Yeah aren’t these also significant numbers because we’re looking at what the resiliency of giving is in recessionary times? Well, giving us has been doing what it does for decades, and they have pointed out repeatedly that charitable donations fluctuate left then the economy does when you’re when we’re in recession. But now we now we suspect that maybe e-giving is not as resilient as have been said in the past that it may fluctuate more dramatically, then giving your has found okay, and it’s not just giving us a i think the conventional wisdom is that people continue to be generous, not as generous, but not as dramatically declining fund-raising or giving as a zsa. The stock market may fall, so that still may be true. Okay, it’s, i think the what’s going to be found out is that this recession was different then previous recessions in our lifetime and that giving was affected more deeply then have been okay. Okay, so we may find something contrary to the conventional wisdom. And i know e-giving yusa has been after been at this some, like fifty years or so they do have a long history, including working with the indiana university center on philanthropy, as you mentioned. Okay, we’re going to take a break. And when we return, holly hall will certainly still be with me. And we’ll get into some of the the details of the other research, including research from people who are advisors to giving us city. This is tony martignetti non-profit radio stay with us. They didn’t think the building getting dink, dink, dink dink. You’re listening to the talking alternative network e-giving. Things. Are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping conscious people. Be better business people. Dahna 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 looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship it’s fulfilling kill, then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call as we discuss dating relationship and more. Start your week off with love in the morning with marty allison on talking alternative dot com. Talking alternative radio twenty four hours a day. Dahna welcome back to tony martignetti non-profit radio with me is holly hall features editor at the chronicle of philanthropy, and we’re talking about giving us a and there the methodology behind that annual survey, holly the chronicle actually did its own spot check, maybe sort of a small crowd sourcing exercise, didn’t you? Yes, we’re doing the same thing right now, okay? And in looking at the two thousand nine numbers, you found what others were finding right? That giving had actually declined dahna a big challenge for most organizations. For example. Um, hospitals follow-up surveyed by the americans association of healthcare philanthropy e-giving the hospital’s decline by eleven percent in o nine uh, the council for advancement in support of education found that giving the colleges and universities plummeted by seventeen point eight percent, adjusted for inflation. So those air doubled it to drop on dh. What about your own small crowd sourcing a survey? What were you finding? Similar, we did a spot check in o nine of fifty seven charities and thirty seven, thirty five of them e-giving had dropped in o nine and we’re doing the same thing for two thousand ten and even looking at two thousand eleven but it’s a little early to say. However, the overall impression is that things are starting to recover, but they’re still not back to pre recession era. Okay, two thousand seven, two thousand eight, right? How do you select the the charities that you spot? Check at the chronicle? We try toe, get a good representation of all different types of groups. So we’ll call several colleges and universities, several religious organizations, several health organizations and on and on okay. And then you also have your is it philanthropy? Four hundred that with its cool way? D’oh? Uh, we have some of those groups report early, so we’re still pulling those numbers for twenty ten and also twenty eleven, the physical twenty eleven. Some groups have already wrapped up this year. Okay, you know what i’d love to see sort of interesting if we had a a really a site where where non-profits could report on their own, maybe have a have a crowd sourcing a real crowd sourcing site where, you know, tens, hundreds of thousands of charity’s ideally could report on maybe it’s, just some simple numbers, you know, reporting into a google doc or something and, uh, then i just i see a lot of value and crowdsourcing. Sorry. That’s. Interesting. Okay, let me talk. Teo. Peter panepento at the kruckel back-up because there’s a lot of i just see a lot of value in crowd sourcing, and then that would be sort of immediate, you know, what’s happening like this month compared tto tthe this time last year. That’d be interesting. So going back, tio, you’re you’re june of two thousand ten coverage. Someone who you are too researchers who actually our advisors to giving yusa we’re finding numbers contrary to giving us a cz numbers for two thousand nine. Can you talk a little about that? Yes, he’s there to economists at dahna boston college. And they look at wealth patterns and philanthropy. So they had wanted to come out with a quarterly index, and they both sit on giving us a committee. And so they tried to come up with a new alternative estimate, and they found a steeper decline more like ten percent for so eight and o nine. One thing that they pointed out and that giving usa has since acknowledge is that giving us a does not capture. What some people call the psychological dimensions of the economy, things like consumer confidence and unemployment, for example, and these two economists tried to factor some of that in i’m not sure how they did it, but that’s one big difference now giving us a to be fair today are taking a second look at their methodology this year, and so when they come out with their numbers later this week, they may have revised their estimates for, oh eight and nine in fact, i’m pretty sure they will have, so it’ll be very interesting to see if they capture more of the downturn that we were seeing, okay and again to explain to listeners. Holly and i are talking on tuesday, the fourteenth of june, and we’re expecting numbers to come out either this afternoon or this week, but you’re going to listening to the show on friday, the seventeenth, and we hope teo, get someone from e-giving yusa too. Come on and talk about the new numbers they declined to be on today because they’re expecting the new numbers very soon and wanted to wait until those new numbers came out, but we did invite them i did. Invite them t to be with me and holly. So i guess maybe giving you say, maybe sees the the disadvantage of having academics on their board because the academics are always questioning and actually ended up contradicting e-giving yusa, you know, what’s kind of interesting. Actually, i can’t wait to see the figures when they come out later this today or this week, okay, the the indiana university center on philanthropy. So they are the they’re the researchers behind the numbers that right what’s what’s the relationship there the way you understand it, between giving us a and the and indiana center on philanthropy, e-giving yusa or the group of consultants behind the organization pyres, the academic at the center on philanthropy to compile e-giving you say each year okay, i see and then the professor’s, we were just talking about cher vision havens. They are advisers to e-giving yusa. They sit on a methodology committee that reviews the data each year and approved. Figures on what? What was the indiana university’s buy-in set? The center’s senator philanthropies reaction when you were questioning the two thousand nine e-giving figures in our first story that went to press in june of twenty ten, they stuck by there estimates, and they pointed out that they had never been off more than two percentage points from the data that finally comes out from the irs that they used to corroborate you finding but, like said i, this recession is is unusually severe, and we suspect there data may not have captured it accurately. Dahna and the again, this is a the giving us a numbers are our estimates to be fair, the indiana university center. So they were saying, basically that it’s been fifty some years, and we’ve we’ve always been pretty much pretty much on the mark, correct, okay? And have you talked to them about what may be coming this week? Well, only once i talked their director of research and he told me that they had hired are retained buy-in economists to review their methodology with an eye toward i mean, if they needed to change it, and i don’t know if they will. But i suspect strongly suspect that they’re going to revise their method and that we may i see a big drop from two thousand eight, two thousand nine and possibly into twenty ten do you know if if they’re revision, would include some of those psychic e-giving factors that you’re talking about or i don’t know, i don’t know what they’re going to come out with, not like i said, i’m very interested to see we are seeing in our own reporting and other surveys that we track that there is some improvement, but it still continues to be a struggle, for example, after after reporting and nearly twenty percent drop hyre educations is reporting and twenty ten less than one percent decline. So it’s still declining, but things are improving okay, less than one percent decline from last year from from two thousand nine to ten or correct of nine to ten okay, okay, so the the irs now way we’re we’ve been alluding to this let’s, let’s get to the details of it e-giving yusa revise is its numbers when irs comes out with actual data because, as i’ve said a couple times, if we’ve said e-giving you’re saying numbers or an estimate, how does that all work? Well, the irs track how much money individuals claim on their tax returns for charitable donations so these itemizers itemizers heir estimated donate about seventy five percent of all individual gifts. We don’t know what the anonymous letters, non itemizers give buy-in we suspect it’s left and not as big a factor is the itemizers. So the data has come out now for both two thousand eight and two thousand nine, the first two years of the recession, and the irs data suggests more like twenty percent decline for those two years, which would be comparable to what we saw in these other surveys by pompel for advancement in support of education and the association of health care philanthropy is that twenty percent combined over the two years about? Yeah, and we’re talking about two thousand nine two thousand ten’s that right? Okay. Okay. Desires attempt tow estimate what non itemizers do. No, they don’t all right, but e-giving usa does. It does. Do you know how they go about that? I don’t know how they come up with the non itemizers. Uh, figure. Okay, just it is only twenty. Five percent, but still that’s a quarter. But it’s, not it’s, not the minimus. Okay, well, we’ll know more. Um, probably by the time this show has heard anything else, anything you’re gonna be specifically looking for when the number well, i think i’m having kind of a lot of fun, looking at some of the recession survival strategies that charities have undertaken and it’s really fascinating to see some of the creative effort. Arts groups, in particular, have been hard hit in the recession, and they come up with some of the most creative fund-raising and survival strategies. For example, in baltimore, the symphony there allows people who are amateur musicians, too. Sit in with the orchestra, if you will. And they pay for, of course, that they take with members of the company um other arts groups. They’re doing more to bring in donors and to focus less on fancy gallows and more on really bringing people back stage and helping them understand what go goes into the arts. So it’s interesting to see all these creative approaches. Yeah, especially the while sitting in that’s, that’s really clever, but the backstage, you know, that just it’s sort of going back to sort of grassroots fund-raising ideas, which is, you know, expose people to the work you’re doing. If people are giving even at low levels, you know, they may have a greater interest in learning more than they know. And, you know, they only ever see the the the arts group from the front of the house and it’s, not just the arts, you know, seattle children’s hospital, for example, how to really need, uh, five years ago, they created a separate research facility to study children’s diseases. And just last year, you know, amid the economic downturn, they got the idea to bring in what they call research champions these air donors to give a certain minimal amount. I can’t remember what it is, but they started out with a goal of recruiting one hundred people who will come in for what they called science tops, and these are meetings with individual researchers who explained their studies on what they’re learning and the benefits of it. And they, as i said, they started out with a goal of recruiting one hundred members, and they ended up with over four hundred, so it shows that just really getting close to the charitable mission than the work sometimes makes all the difference. Another organization decided to replace its auctions instead of having an auction where they, you know, put up for bidding trips and vacations and other glitzy packages. They decided instead to have an auction for their work. So helping needy kids, you know, let’s auction off summer camp who wants to pay for that? So oh, excellent, yeah, that was very successful. So it’s, just gratifying to see that in hard times latto charitable organizations can become really creative and effective in the press cleverness born of necessity. Yeah, excellent workflows last month, holly, you had a piece that predicted two thousand eleven and you alluded to it. Earlier, two thousand seven, giving what what did what you’re seeing so far about this year, that study was about seventeen thousand five hundred donors, and i’m always a little suspicious of studies that ask people what they intend to give, or d’oh it’s much better to have studies based on what was actually donated. But this study showed that most donors expected to give at least as much, if not more, foreign. Five donors, um, plan to give as much, but if not more, than they did in twenty ten. So that’s, a sign that charitable giving is real, rebounding somewhat. But what was interesting about that study is. But even as people say they intend to give more, they seem to be having less patient for being oversell. Iss it’d four given token gift, you know. Oh, yeah, what were you hearing in that respect? A lot of charities will give tokens. Like, for example, public broadcasting is big. If you give a pledge of one hundred dollars, you get a free cd. Um, donors just aren’t that interested in getting those kinds of perks. They feel that they cut into the contribution, you know, security spending money to buy coffee mugs that eats into the money they’re raising from the donors. And i think a lot of donors through that is this something that you had your first seeing and you suspect it’s because of the recession, i think it’s something that’s all that’s been. The case is just that that sort of annoyance people became less patient with that and more annoyed, the survey found a higher degree of impatient with that type of fund-raising. Excellent. Okay. All right. Well, we’ll see if if those intentions of giving bear bear out in the rest of this year, we sure will. Holly hall is features editor at the chronicle of philanthropy. Holly, thank you very much for being with me has been a real pleasure to look forward to having you back. Maybe to talk about the numbers once they are released. Okay, thank you very much. My pleasure. Thank you. We’ll take a break after this break. Tony’s take to the irs auto revocation list is out, and you want to get off it. Stay with me. You’re listening to the talking alternative network. Are you feeling overwhelmed in the current chaos of our changing times? A deeper understanding of authentic astrology can uncover solutions in every area of life. After all, metaphysics is just quantum physics, politically expressed, i and montgomery taylor and i offer lectures, seminars and private consultations. For more information, contact me at monte m o nt y at r l j media. Dot com are you stuck in your business or career trying to take your business to the next level, and it keeps hitting a wall? This is sam liebowitz, the conscious consultant. I will help you get to the root cause of your abundance issues and help move you forward in your life. Call me now and let’s. Create the future you dream of. Two, one, two, seven, two, one, eight, one, eight, three, that’s to one to seven to one, eight one eight three. The conscious consultant helping huntress people be better business people. Oppcoll 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 to the irs auto revocation list is out this is a list that irs published, and we’ll be keeping up to date monthly, i believe, of about two hundred seventy five thousand non-profits that have automatically had their tax exempt status revoked that’s because they failed to file with iris the required reports for three consecutive years tell you ended up on the list now what if you wantto get off it because way think that a lot of the charity’s on there are defunct out of business on just never reported that, but suppose you’re still in business and you don’t want to be on the list. That’s what i blogged about my blog’s at mpg a dv dot com um, you start on the irs website and there’s a link teo to the explanation page in my blogged, and you’ll see that there’s a streamlined procedure for small non-profits that’s those air for this purpose of getting off the auto revocation list. Small is defined as having gross receipts under fifty thousand dollars in the previous year, so there’s a streamlined procedure and reduced fee for those organisations. That fit that criteria and then if you’re not a small organization, there’s also a procedure for getting off the list. But it’s not streamlined, and there isn’t a reduced fee you’re gonna pay, i think it’s eight hundred fifty dollars instead of one hundred dollars for the small non-profits so the details are on my blogged mpg a dv dot com, and that is tony’s. Take two for friday, june seventeenth with me now a regular tech contributor, the editor of non-profit technology news. Scott koegler scotty, welcome, tony, how you today? I’m doing well, how are you? I’m doing great, thanks. I know we’re going to talk about google for non-profits and what what’s being offered by the program and how it can save some some money on and help you work efficiently. But i first want people to know that you’re calling from a camper in charlottesville, virginia. Is that right? That’s exactly right. Why are you there in a camper? Well, we’re vacationing, so we’re okay. Excellent. Hyre but we have a great connection. So and how is the weather in charlottesville? It’s? Beautiful it’s not going to get above eighty today. Very nice. All right. From your camper, what is google for? Non-profits you know, google non-profits is really an extension of the google app, and google has done a great job of just kind of open up their entire repertoire of stations functions to not provoc i think it’s their way of doing good, so if you’re free with gmail that’s out of the entry point to all this, so do you have to have a gmail account in orderto find out about google for non-profits not to find out to find out about it. Still, teo, google dot com flash on, okay, and you’ll find all the information there, but if you don’t have a email account, probably stood free, and so are so many of the other things that included with the package. Like one of the things is microsoft office compatibility? How does that work that’s one of the things that which made google documents kruckel apple take general very well accepted in the world, they have the ability to read and write pretty much any kind of microsoft document word document on excel, spreadsheet, even a power point presentation. So you’re not using office. You’re not using microsoft office, you’re not you’re using google doc’s, right? Exactly, but you can save in a format that is readable by microsoft office, right? You could figure dot end of a dock next, which is the current microsoft that flower for for documents and then but i have either google document for mike stopped officer, he will open that read it whatever. So you’re working in your if you’re working in google docks and you’re working in the cloud, right? Exactly. Okay, we you and i have talked about that before, but when we explain what the cloud is, what is that? Does that mean if you’re working in google docks in the cloud? The cloud is ah, a computer in the sky, it’s you know, you need an internet connection to get to it and to use it, but they’ll be on that it’s really pretty much like working on microsoft office on your desktop there’s a function where you could actually have the documents saved locally and the best top, so that at some point, if you are disconnected from the internet, still can access the doctors. So it’s really great solution in fact, firstly, i’ve i’ve changed, i don’t think that i’d actually used microsoft office for about a year and a half now converted completely by my corporate account by documents, email everything else is now part of google google documents and on a website, right? And we’re going to talk in a few minutes about security and privacy concerns around that, but very interesting that you’ve, you’ve converted your office. So so if people understand you don’t have to pay for microsoft office, which could be a pretty pricey software offering, especially for non-profits right and there’s a bunch of other peters that air enabled with google back, such as having multiple people edit and share revisions of a document without actually having to move the document back and forth between computers. But those were all kind of just part parcel of the google documents and the whole google enterprise function. The fact that that that those things are free, uh, is really not particular to non-profits i use them for free, and i’m not a non-profits but there are other functions that are specifically for non-profit i just like to just kind of quick lift some of those things nukus there really, really incredible one of them. Is just google applications gmail account under documents and support the thing that’s added with with google for non-profits is the support because generally my account, which is free, does not get twentyfourseven customer support, and that is one thing it included with the google non-profit does that mean telephone support or it’s it’s chatting or its email? Or what? Phone and really phone support twenty four seven for non-profits right now, it’s the third state for critical issues that’s probably not. Now how do i form at the spreadsheet? But it’s probably more like how come i can’t connect? And why are my users able? T used system? Probably some limitations. Okay, but still significant that its phone support twenty four seven? Absolutely. Okay, yeah. What? So what other features are there specifically for non-profits let’s be here. Engagement there they have a hold. They have a whole set of features that air specifically for non-profits once called google grants and that would be really appealing for non-profits because it allows you to put a an ad in google ads. Duitz and, you know, donate now and i don’t know exactly what the limitations are there but the fact that they allow you to put anything at all and google ads without paying so it’s grantspace for free uh, edwards, right. Okay, then they also have something about co-branded email. Right? The brand of the mail is essentially what i mean, it’s a perversion of google suite and you you get to put your logo on it. It’s, your domain name like mine is at kay koegler dot net. So that’s my own it’s, not a google male. Gmail. Okay, so so i’m sorry. So the branded email is not particular to non-profits right? They’re just kind of bundling of these features together for not-for-profits okay, what about youtube? They had they had some offering free on youtube, since they own youtube for non bright, their limitations in youtube, of content that normal people and upload or paid for companies can upload and they lighten up that limitation for non-profit cerini able stuff flowed longer. Video is longer than the ten minutes, and you also can put a donate but on your video, which is something that nobody else gets to do so again, it’s another opportunity to interact with your constituents, ask them to donate and give them a video in orderto, you know, state because and tell them why they should be excellent. All right, so so the google aps google grants for edwards, the youtube enhancements you had said that go to google dot com slash non-profits. And how do you how do you qualify as it does every non-profit qualified? And how do you prove that you are one, uh, it’s? Pretty simple. Actually, you need to be a five. A one c three, which you know a lot more about than i do. Most yl charities are all tax exempt charities are so you probably have to give your a copy of your irs tax determination letter. I would imagine. Well, there their explanation. Is that your arika notification of the status? Your e i n need to appear in the irises online database. Okay. All right. So that they see there were more sufficient. They don’t mean more efficient. They don’t want to deal with copies of documents. Attachments? Theyjust they’re using the irs list, right? They just looked up. Yes or no? Okay, on. There are some predictions. For instance, you can’t be doing any commercial services. No car, boat or real. Estate donation okay, get the focus websites with a primary focus on selling good products. Services don’t qualify. Consumer credit counseling doesn’t qualify, so they’re special impatient, but they will they look to be to me at least like they’re trying to weed out those things that could be marginally non-profit oriented and to clarify, i think ifyou’re non-profit is let’s, say, doing car donations or yacht donations some like that, you could still continue that. You just you can’t use google for non-profits to support that kind of work, right? Okay, i love the donate button on the youtube videos. That’s really extraordinary. You know, video has really taken off in the last uh oh, gosh, here in half. In terms of a way to get a message to folks video, you said right work or some kind of video. And i saw study just recently staying at sixty five percent of latto visitors just in general. You a video? Some kind at least two times a week. Uh, that’s. Pretty significant. Kind of traffic to video. Good. Good reason toe get into that. Oh, it’s. So interactive. I think you and i have talked about that when we when we talked about the ideal website, you could just show so much more, you know, you can show your work on site and it doesn’t have to be high production values, right? And if you look at a lot of videos being used now, they’re very personal. It’s uh, you know, a head shot of somebody stating their cause, i’m talking directly to the viewer. So it’s, not some kind of a zoo just said, hi production, just sitting down in front of your flip cam or or your webcam on your computer and just stating your cause doesn’t have to be something you know, heavily produced, although i do have to say that, uh, pre scripting your your talk, those make a lot of difference. You don’t want to be fumbling your words of course, alright, so video, very valuable and you can use google for non-profits to take advantage of what google’s offering on youtube with scott koegler, our regular tech contributor, the editor of non-profit technology news. When we return after this break, we’ll talk about some of the security and privacy concerns about working in the cloud stay with us. You didn’t even think that. Shooting. Getting, thinking. You’re listening to the talking alternate network. E-giving. Thank you. Good. Buy-in looking to meet mr and mrs wright, but still haven’t found the one. Want to make your car relationship as fulfilling as possible? Then please join us, starting monday, may second at ten am for love in the morning with morning alison as a professional matchmaker, i’ve seen it all. Please tune in and call. We discuss dating relationship and more. Start your week off with love in the morning with marnie alison on talking alternative dot com. Talking alternative radio twenty four hours a day. 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 or mobile marketing into your organization’s marketing campaign? Mission one on one media offers a unique marketing experience that will set you apart from your competitors, magnify your brand exposure and enhancer 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. No. Kayman welcome back home with scott koegler, editor of non-profit technology news, which you’ll find it in peace. The tech news dot com and we’re talking about google for non-profits. Scott, you have your business, you said so many of your business documents in the cloud. And there, there are concerns about security mint just within the past. Well, by the time this show has aired, it will be within the past two weeks or so, citigroup hacked thie international monetary fund packed. So if your if your data isn’t resident on your computer, which which has its own risks, i’m not saying that’s risk. There are risks. Sure. Tony there’s always risk. And i should say that the imf was not a cloud based application. It was actually within their own servers. Okay, so there’s always there’s always something there’s, always somebody wanting to get in and cause mayhem. Of course, if you’re a bigger target, you’re going to be more likely to be to the attack. But i was looking at the security of cloud based systems like this if i have it on el computer from my own network of my own servers, and i’m responsible for that for the security of that, and i can install security applications like instead of firewalls, do all those things that are necessary. But you know what? I am not an expert in that stuff. On the other hand, cloudgood based applications service providers allow you to put your application’s up in their services. They have their entire businesses going on the line and there’s an adage that i’ve heard a couple of times if they the service provider, cloud service provider or sas provider? Yes, it one time it’s a public relations problem. If they get him twice, they have, they’re gonna lose customers. If they get hit three times essentially out of business, so if you look at it from their perspective, it’s not just something that they do it’s, something they have to do in order to stay in business, let me keep you in a lot more at stake as my security than i do. Okay, interesting perspective. Thank you. Let me keep you out of jargon jail you mentioned sas. Now we have talked about sass in the past, but for someone who maybe didn’t listen to that show, which is hard to believe anybody if it is a theoretical possibility that somebody might not have listened to that previous show. So just for that hypothetical, what is what is sass to remind us, please. Zaps and cloud are very related. They both are especially computers in the sky there by the internet so fast actually stands for not where as a tea service google application or google maps qualify as software is the service. They also increasing your private people in our interchange. The thie acronyms, either sas or cloud they really warm or referring to exactly. The technically i would classify it differently. But provoc most intents and purposes you can say sat cloudgood alright, well and technically, that’s. Why you’re the editor of non-profit technology news to make those make those nuanced distinctions and and explain them to us. What? Why would you say they’re a little bit there? Technically different sashes specifically application. So if you look at okay, like fundez counting software, you and i talked a few, many shows ago. Probably now about fund accounting software. That was sas. Correct. Okay. And cloud could be anything. There are their websites, servers that are available where you can actually create your own application here. Things like amazon has three, which is there basically, they’re described in the sky where you could just take all of your files. Documents, pictures, videos, blow them up onto their disk drive up there. That’s a cloud based service. Not really an application. Okay, i understand that the technical difference between right and since you mentioned amazon has three, i’ll give them a little plug. I use them for the video in-kind and audio content for this show. It’s. How i transfer it between the people who are editing it, working on it or the end user who produced it for uploaded to amazon has three and give them a whirl and they can download it. Yeah, many good things about that one. Is that it’s really? Really? Yes. It’s the right all of the people can get to it without files. One place? Yeah, it’s a couple of dollars a month on paying for many gig of storage. Right? One more concerned we have just about two minutes left around working in the cloud and that is privacy. Who questions about who owns the data? There are some lawsuits out there now where google is claiming that they own data that’s stored in their cloud. Now, i don’t know the nuances of the fact patterns around that. I just know that let’s just talk about the issue generally about who owns the data that you store in someone else’s cloud there, there are no rules, it will be up to the perfect provider and i although i haven’t seen the lawsuit with cool, i have to imagine that it’s around some very specific data or, you know, it’s like facebook, facebook essentially owns whatever you put up. On your facebook account, we’ve talked about that that could be, uh, last, but either as a sass or as cloud if you’re putting miles up there, like, uh, use a car photos, facebook owns it and that’s right in their terms of service, and it only gets to be an issue. I think when in terms of google, when they want to do something like delete or give away the data that you provided, i think that the qualification there is going to be very, very narrow for google eyes. They don’t want to get trouble with many persons or companies, proprietary data. So again, i haven’t looked lost otherwise that would discourage the use of their cloud. Yeah, considerably. Yeah. Ah, what about local back-up if oh, you know what, scott? I just realized we’ve we’ve we’ve come. We have to come to the end. We’re at the end. I’m sorry. I want to ask you about local back-up scott koegler, the editor of non-profit technology news at ten p tech news dot com scott, thank you very much. Enjoy your vacation in charlottesville, virginia. Thanks. My pleasure. Good to talk to you. Thank you. I wanna thank scott and holly hall features editor for the chronicle of philanthropy. For being with me today next week, a show from the archive and this time i do know which one it’s going to be the past couple weeks i’ve said, i don’t know what it’s going to be it’s going to fire up your board fund-raising gail perry, the author of fired-up fund-raising turned board passion into action, joins me for the hour next week. You can keep up with what’s coming up on tony martignetti non-profit radio. Sign up for our insider email alerts on the facebook page. Just go to facebook and go to the natives search for the name of this show while you’re there you can, like us become a fan of the show. Those who did i had the chance to win one of two ipads we gave away two ipads last week, two fans of a facebook page itunes were on itunes at non-profit radio dot net subscribed there. Listen any time on the device of your choice non-profit radio dot net twenty martignetti non-profit radios creative producer is claire meyerhoff, our line producer and the owner of talking alternative broadcasting is sam. Liebowitz and the show’s social media is by regina walton of organic social media. I hope you’ll be with me next friday, one p m eastern time. That’ll again will be fired-up. You’re bored, fund-raising you always find us at talking alternative dot com, which is the home of talking alternative broadcasting. 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NextGen 2011 at Fundraising Day 2011

I interviewed Ari Teman, co-founder of NextGen:Charity conference for which Tony Martignetti Nonprofit Radio is a media sponsor, while we were media sponsoring Fundraising Day, hosted by the Greater NYC chapter of the Association of Fundraising Professionals.

Ari was accompanied by the NextGen red men, who took a break from terrorizing professional fundraisers on the exhibit hall floor.

He and I talked about the NextGen format and inspirational 2011 speakers, and he offered $100 off registration for the November 17-18 conference. Watch the video to get the discount code.

The IRS List Is Out, And You Want to Get Off It

Please Pay Here by stevendepolo from Flickr
The Internal Revenue Service released its list of 275,000 organizations that have lost federal tax-exempt status because they failed to file with the Service for three consecutive years.

The Chronicle of Philanthropy reported it yesterday. The New York Times reports it today.

I’d like to go deeper. What do you do to get tax-exempt status back if you’re listed and still operating?

Start on the IRS website.

Small Organizations
You’ll get preferential treatment if your organization “normally has annual gross receipts of not more than $50,000 in its most recently completed taxable year.” That’s from Notice 2011-43 which will guide you through the reinstatement process. If you fit that criteria, you’re a “small organization” for purposes of reinstating tax-exempt status.

If a small organization submits an application for reinstatement (Form 1023 for 501(c)(3) charities; Form 1024 for others) by December 31 of next year, and meets the criteria on page 3 of Notice 2011-43, IRS will reinstate tax-exempt status retroactive to the date of revocation.

As if that weren’t enough. Small organizations get a substantially reduced fee of $100, down from $850 for others. That’s an 88% discount. Where you gonna find that kind of bargain?

Plus, there are three phone numbers at the bottom of the notice for “further information.” I wonder how many calls Ms. Rosenbaum and Messrs. Quesenberry and Giuliano will get this week. (It’s nice to see an italian in the bunch.)

Be sure to write “Notice 2011-43” on top of your application and on your envelope.

Non-small Organizations
Your guidance is in Notice 2011-44 and the news isn’t as good as the small folks’.

You submit Form 1023 or 1024, but the standard for award of retroactive reinstatement is more stringent. It includes “a detailed description of all the facts and circumstances that led to each failure and the continuous failure [to file annually], the discovery of the failures, and the steps taken to avoid or mitigate the failures” along with evidence to substantiate.

I love this, too. Government can be burdensome when it puts a mind to it: “. . . showing reasonable cause for failing to file a required return or notice for the first of the three years by the date it was due would be insufficient; an organization also would have to show reasonable cause for not filing that return or notice at any later time during the three-year period, and for not filing required returns or notices for the second and third years . . .” (Notice 2011-44, page 8). Again, that’s the standard for retroactive reinstatement, not for regaining current tax-exempt status.

As if that weren’t enough: you’ll pay the full $850 application fee.

But, you get the same three nice people to call.

This post is not legal advice. Do not construe it as legal advice. Seek the counsel of an attorney. This is my interpretation of IRS methodology without the benefit of technical explanations, court opinions, revenue procedures and other official guidance.